Civic Intelligence

Fox Valley Area Sheet Metal Workers Journeyman & Apprentice Training Fund

990 • Fiscal year 2020 • EIN 39-1416284

Jun 01, 2019 to May 31, 2020 • Filed on Apr 02, 2021

Organization ProfileN/A
1981 American DriveNeenah, WI 54956

(920) 713-6474

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.04x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

2.2%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

9.4%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,127,271

Up $45,518 (+2.2%) from 2019

Net Assets

Up

$2,104,106

Up $76,636 (+3.8%) from 2019

Liabilities

Down

$23,165

Down $31,118 (-57%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin63rd percentile

Revenue

Up

$626,242

Up $53,741 (+9.4%) from 2019

Expenses

Up

$549,606

Up $49,102 (+9.8%) from 2019

Net Income

Up

$76,636

Up $4,639 (+6.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $848,600Liabilities 2011: $0Net Assets 2011: $848,6002011Assets 2012: $1,015,988Liabilities 2012: $0Net Assets 2012: $1,015,9882012Assets 2013: $1,195,448Liabilities 2013: $0Net Assets 2013: $1,195,4482013Assets 2014: $1,364,932Liabilities 2014: $0Net Assets 2014: $1,364,9322014Assets 2015: $1,614,190Liabilities 2015: $0Net Assets 2015: $1,614,1902015Assets 2016: $1,809,550Liabilities 2016: $0Net Assets 2016: $1,809,5502016Assets 2017: $1,915,666Liabilities 2017: $26,062Net Assets 2017: $1,889,6042017Assets 2018: $1,981,440Liabilities 2018: $25,967Net Assets 2018: $1,955,4732018Assets 2019: $2,081,753Liabilities 2019: $54,283Net Assets 2019: $2,027,4702019Assets 2020: $2,127,271Liabilities 2020: $23,165Net Assets 2020: $2,104,1062020Assets 2021: $2,272,094Liabilities 2021: $74,497Net Assets 2021: $2,197,5972021Assets 2022: $2,254,476Liabilities 2022: $56,803Net Assets 2022: $2,197,6732022Assets 2023: $2,416,413Liabilities 2023: $44,213Net Assets 2023: $2,372,2002023

Highlighted filing

2020

Assets$2,127,271
Liabilities$23,165
Net Assets$2,104,106
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Revenue 2011: $350,575Expenses 2011: $188,603Net Income 2011: $161,9722011Expenses 2012: $191,3632012Revenue 2013: $394,726Expenses 2013: $215,266Net Income 2013: $179,4602013Revenue 2014: $361,050Expenses 2014: $191,566Net Income 2014: $169,4842014Revenue 2015: $481,529Expenses 2015: $232,271Net Income 2015: $249,2582015Revenue 2016: $510,286Expenses 2016: $316,424Net Income 2016: $193,8622016Revenue 2017: $572,088Expenses 2017: $492,141Net Income 2017: $79,9472017Revenue 2018: $574,148Expenses 2018: $508,279Net Income 2018: $65,8692018Revenue 2019: $572,501Expenses 2019: $500,504Net Income 2019: $71,9972019Revenue 2020: $626,242Expenses 2020: $549,606Net Income 2020: $76,6362020Revenue 2021: $808,581Expenses 2021: $715,090Net Income 2021: $93,4912021Revenue 2022: $915,337Expenses 2022: $915,261Net Income 2022: $762022Revenue 2023: $1,106,367Expenses 2023: $931,840Net Income 2023: $174,5272023

Highlighted filing

2020

Revenue$626,242
Expenses$549,606
Net Income$76,636
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 2, 2021
Return Version
2019v5.2
Gross Receipts
$642,388
Mission and Program Overview

Mission

Fox valley area sheet metal workers journeyman & apprentice training fund provides educational programs and training for apprentices and journeymen in the fox valley area.

To provide schooling and training programs for members of local 18

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,027,470$2,104,106▲ $76,636
Land, Buildings, and Equipment, Net$1,540,978$1,543,850▲ $2,872
Cash and Non-Interest-Bearing Accounts$353,086$392,638▲ $39,552
Accounts Receivable$97,826$99,223▲ $1,397
Savings and Temporary Cash Investments$84,978$85,605▲ $627
Prepaid Expenses and Deferred Charges$4,885$5,955▲ $1,070
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,081,753$2,127,271▲ $45,518
Liabilities
Accounts Payable and Accrued Expenses$54,283$23,165▼ $31,118
Total Liabilities$54,283$23,165▼ $31,118
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,027,470$2,104,106▲ $76,636
Total Liabilities and Net Assets / Fund Balance$2,081,753$2,127,271▲ $45,518

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$990,818$151,720$1,142,538
Equipment$446,920$134,180$581,100
Land$106,112-$106,112
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Carven BlanckCo-chairman
Dan WippichCo-chairman
Daniel NovakLabor Trustee
Mark LantagneLabor Trustee
Patrick WydevenLabor Trustee
Brad BaumgartManagement Trustees
Dan BuechlerManagement Trustees
Mark HillManagement Trustees
Revenue and Support

Revenue Composition

Contributions and Grants
$20,000
Program Service Revenue
$610,378
Investment Income
$-4,718
Other Revenue
$582
All Other Contributions
$20,000
Change in Net Assets
$76,636

Audited Revenue Reconciliation

Revenue per Audited Statements
$626,242
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$626,242
Total Revenue per Form 990
$626,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$365,801
Salaries, Compensation, and Employee Benefits$183,805
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$120,007--$120,007
Depreciation Depletion-$82,192-$82,192
Fees for Services Management-$42,051-$42,051
Fees for Services Legal-$39,135-$39,135
Pension Plan Contributions$37,718--$37,718
All Other Expenses$16,056$17,244-$33,300
Other Expenses$21,671$18,197-$18,197
Other Employee Benefits$16,521--$16,521
Fees for Services Accounting-$10,275-$10,275
Insurance-$9,994-$9,994
Payroll Taxes$9,559--$9,559
Office Expenses-$7,856-$7,856
Travel-$7,785-$7,785
Information Technology-$7,729-$7,729
Fees for Services Other-$3,295-$3,295
Total Functional Expenses$303,853$245,753$0$549,606

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$549,606
Total Expenses per Audited Statements$549,606
Total Expenses per Form 990$549,606
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The labor trustees are appointed by the executive board of local 18. Management trustees are appointed by the sheet metal contractors association.”

Form 990, Part VI, Section A, Line 8B

“The organization has no committee with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The officer responsible for signing the form 990 and the administrative manager review the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board approves all disbursements made and the fund's conflict of interest policy is taken into consideration on an ongoing basis when the disbursements are approved for payment.”

Form 990, Part VI, Section B, Line 15A

“The board of trustees approves the training coordinator's salary on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Fox Valley Area Sheet Metal Workers
EIN
39-1416284
Phone
9207136474
Address
1981 AMERICAN DRIVE, NEENAH, WI 54956

Signing Officer

Name
Dan Wippich
Title
Co - Chairman
Phone
9207136474
Signed
2021-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Wippich
Formed
1999
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
8

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
Jill M Boyle CPA
Phone
2627549400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for the selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Under a determination letter dated july 31, 2019, the internal revenue service ("irs") ruled that the fund qualifies as a tax-exempt, publicly supported organization under section 501(c)(3) of the internal revenue code ("irc") effective march 27, 2019 and is, therefore, not subject to tax under present income tax laws. Prior to march 27, 2019, the irs ruled that the fund qualified under section 501(c)(5) of the irc and was, therefore, not subject to tax under present income tax laws. U.s. Gaap requires plan management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 429 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt054283
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023165
IRS990/AccountsReceivableGrp/BOYAmt097826
IRS990/AccountsReceivableGrp/EOYAmt099223
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOOLING AND TRAINING PROGRAMS FOR MEMBERS OF LOCAL 18
IRS990/AllOtherContributionsAmt020000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt017244
IRS990/AllOtherExpensesGrp/ProgramServicesAmt016056
IRS990/AllOtherExpensesGrp/TotalAmt033300
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOARD OF TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum02627981838
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053186
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0353086
IRS990/CashNonInterestBearingGrp/EOYAmt0392638
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-4718
IRS990/CYOtherExpensesAmt0365801
IRS990/CYOtherRevenueAmt0582
IRS990/CYProgramServiceRevenueAmt0610378
IRS990/CYRevenuesLessExpensesAmt076636
IRS990/CYSalariesCompEmpBnftPaidAmt0183805
IRS990/CYTotalExpensesAmt0549606
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0626242
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt082192
IRS990/DepreciationDepletionGrp/TotalAmt082192
IRS990/Desc0TO PROVIDE SCHOOLING AND TRAINING FOR APPRENTICES, JOURNEYMEN, EMPLOYEES, OR INSTRUCTOR TRAINING & EDUCATION IN THE SHEET METAL TRADE & RELATED OCCUPATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0303853
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010275
IRS990/FeesForServicesAccountingGrp/TotalAmt010275
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt039135
IRS990/FeesForServicesLegalGrp/TotalAmt039135
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt042051
IRS990/FeesForServicesManagementGrp/TotalAmt042051
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03295
IRS990/FeesForServicesOtherGrp/TotalAmt03295
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN WIPPICH
IRS990/Form990PartVIISectionAGrp/PersonNm1CARVEN BLANCK
IRS990/Form990PartVIISectionAGrp/PersonNm2BRAD BAUMGART
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK HILL
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN BUECHLER
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK LANTAGNE
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICK WYDEVEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2MANAGEMENT TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGEMENT TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt5LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7LABOR TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-5346
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt010800
IRS990/GrossReceiptsAmt0642388
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07729
IRS990/InformationTechnologyGrp/TotalAmt07729
IRS990/InsuranceGrp/ManagementAndGeneralAmt09994
IRS990/InsuranceGrp/TotalAmt09994
IRS990/InvestmentIncomeGrp/ExclusionAmt0628
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0628
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0285900
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01540978
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01543850
IRS990/LandBldgEquipCostOrOtherBssAmt01829750
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt016146
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SCHOOLING AND TRAINING PROGRAMS FOR MEMBERS OF LOCAL 18.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02027470
IRS990/NetAssetsOrFundBalancesEOYAmt02104106
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-5346
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5346
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07856
IRS990/OfficeExpensesGrp/TotalAmt07856
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016521
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016521
IRS990/OtherExpensesGrp/Desc0TUITION REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc1TRAINING CENTER CONSUMA
IRS990/OtherExpensesGrp/Desc2TRAINING CENTER MAINTEN
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018197
IRS990/OtherExpensesGrp/ProgramServicesAmt042421
IRS990/OtherExpensesGrp/ProgramServicesAmt139900
IRS990/OtherExpensesGrp/ProgramServicesAmt221671
IRS990/OtherExpensesGrp/TotalAmt042421
IRS990/OtherExpensesGrp/TotalAmt139900
IRS990/OtherExpensesGrp/TotalAmt221671
IRS990/OtherExpensesGrp/TotalAmt318197
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0582
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0582
IRS990/OtherRevenueTotalAmt0582
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0120007
IRS990/OtherSalariesAndWagesGrp/TotalAmt0120007
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt09559
IRS990/PayrollTaxesGrp/TotalAmt09559
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt037718
IRS990/PensionPlanContributionsGrp/TotalAmt037718
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04885
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05955
IRS990/PrincipalOfficerNm0DAN WIPPICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0566856
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt143522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0566856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt143522
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0317
IRS990/PYOtherExpensesAmt0310885
IRS990/PYOtherRevenueAmt0665
IRS990/PYProgramServiceRevenueAmt0571519
IRS990/PYRevenuesLessExpensesAmt071997
IRS990/PYSalariesCompEmpBnftPaidAmt0189619
IRS990/PYTotalExpensesAmt0500504
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0572501
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt076636
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0610960
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02027470
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02104106
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084978
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085605
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0990818
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0151720
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01142538
IRS990ScheduleD/EquipmentGrp/BookValueAmt0446920
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0134180
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0581100
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0549606
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0106112
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0106112
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0626242
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNDER A DETERMINATION LETTER DATED JULY 31, 2019, THE INTERNAL REVENUE SERVICE ("IRS") RULED THAT THE FUND QUALIFIES AS A TAX-EXEMPT, PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") EFFECTIVE MARCH 27, 2019 AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. PRIOR TO MARCH 27, 2019, THE IRS RULED THAT THE FUND QUALIFIED UNDER SECTION 501(C)(5) OF THE IRC AND WAS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01543850
IRS990ScheduleD/TotalExpensesPerForm990Amt0549606
IRS990ScheduleD/TotalRevenuePerForm990Amt0626242
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0626242
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0549606
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE FUND ANNUALLY PURCHASES SPACE IN LOCAL NEWSPAPERS COVERING THE FUND'S GEOGRAPHIC JURISDICTION TO PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LABOR TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF LOCAL 18. MANAGEMENT TRUSTEES ARE APPOINTED BY THE SHEET METAL CONTRACTORS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OFFICER RESPONSIBLE FOR SIGNING THE FORM 990 AND THE ADMINISTRATIVE MANAGER REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD APPROVES ALL DISBURSEMENTS MADE AND THE FUND'S CONFLICT OF INTEREST POLICY IS TAKEN INTO CONSIDERATION ON AN ONGOING BASIS WHEN THE DISBURSEMENTS ARE APPROVED FOR PAYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES APPROVES THE TRAINING COORDINATOR'S SALARY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt01981 AMERICAN DRIVE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOLDING TITLE AND OPERATING THE TRAINING FACILITY FOR THE FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0WAUKESHA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd053186
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02081753
IRS990/TotalAssetsEOYAmt02127271
IRS990/TotalAssetsGrp/BOYAmt02081753
IRS990/TotalAssetsGrp/EOYAmt02127271
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020000
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0245753
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0303853
IRS990/TotalFunctionalExpensesGrp/TotalAmt0549606
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054283
IRS990/TotalLiabilitiesEOYAmt023165
IRS990/TotalLiabilitiesGrp/BOYAmt054283
IRS990/TotalLiabilitiesGrp/EOYAmt023165
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02027470
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02104106
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0303853
IRS990/TotalProgramServiceRevenueAmt0610378
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-4718
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0610960
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0626242
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02081753
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02127271
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt07785
IRS990/TravelGrp/TotalAmt07785
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01981 AMERICAN DRIVE
IRS990/USAddress/CityNm0NEENAH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054956
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,127,271
Liabilities
$23,165
Net assets
$2,104,106
Revenue
$626,242
Expenses
$549,606
Net income
$76,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.04$2.37$1.11$0.93$0.17
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.25$0.06$2.20$0.92$0.92$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.07$2.20$0.81$0.72$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.02$2.10$0.63$0.55$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.05$2.03$0.57$0.50$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.03$1.96$0.57$0.51$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.03$1.89$0.57$0.49$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.51$0.32$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.48$0.23$0.25
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.36$0.19$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.39$0.22$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.19
2011Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.35$0.19$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits