Civic Intelligence

Fox Valley Area Sheet Metal Workers Journeyman & Apprentice Training F

990 • Fiscal year 2023 • EIN 39-1416284

Jun 01, 2022 to May 31, 2023 • Filed on Apr 10, 2024

Organization ProfileN/A
2201 Springdale RdWaukesha, WI 53186

(262) 717-9567

Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.04x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

57th percentile

7.2%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

21%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$2,416,413

Up $161,937 (+7.2%) from 2022

Net Assets

Up

$2,372,200

Up $174,527 (+7.9%) from 2022

Liabilities

Down

$44,213

Down $12,590 (-22%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin70th percentile

Revenue

Up

$1,106,367

Up $191,030 (+21%) from 2022

Expenses

Up

$931,840

Up $16,579 (+1.8%) from 2022

Net Income

Up

$174,527

Up $174,451 (+229541%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2023

Assets$2,416,413
Liabilities$44,213
Net Assets$2,372,200
Open 2023 Filing

Operations Trend

Revenue Growth68th 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

2023

Revenue$1,106,367
Expenses$931,840
Net Income$174,527
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 10, 2024
Return Version
2022v5.0
Gross Receipts
$1,107,863
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 educational programs for apprentices and journeymen in the fox valley area

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,425,753$1,393,643▼ $32,110
Cash and Non-Interest-Bearing Accounts$606,551$778,187▲ $171,636
Accounts Receivable$131,551$151,835▲ $20,284
Savings and Temporary Cash Investments$86,252$86,390▲ $138
Prepaid Expenses and Deferred Charges$4,369$6,358▲ $1,989
Total Assets$2,254,476$2,416,413▲ $161,937
Liabilities
Accounts Payable and Accrued Expenses$56,803$44,213▼ $12,590
Total Liabilities$56,803$44,213▼ $12,590
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,197,673$2,372,200▲ $174,527
Total Net Assets Fund Balance$2,197,673$2,372,200▲ $174,527
Total Liabilities and Net Assets / Fund Balance$2,254,476$2,416,413▲ $161,937

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$907,970$243,055$1,151,025
Equipment$379,561$300,079$679,640
Land$106,112-$106,112
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Carven BlanckCo-chairman
Dan WippichCo-chairman
Mark LantagneLabor Trustee
Patrick WydevenLabor Trustee
Travis GeigerLabor Trustee
Ben DelcoreManagement Trustees
Brad BaumgartManagement Trustees
Dan BuechlerManagement Trustees
Revenue and Support

Revenue Composition

Contributions and Grants
$42,358
Program Service Revenue
$1,046,430
Investment Income
$5,847
Other Revenue
$11,732
All Other Contributions
$42,358
Change in Net Assets
$174,527

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,106,367
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,106,367
Total Revenue per Form 990
$1,106,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$496,368
Other Expenses$435,472
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$305,880--$305,880
Depreciation Depletion-$99,798-$99,798
Pension Plan Contributions$99,141--$99,141
Other Employee Benefits$66,849--$66,849
Occupancy$32,542$20,086-$52,628
Fees for Services Management-$44,547-$44,547
Fees for Services Legal-$40,046-$40,046
Payroll Taxes$24,498--$24,498
Office Expenses-$22,923-$22,923
Fees for Services Accounting-$13,005-$13,005
Insurance-$12,694-$12,694
Information Technology-$11,810-$11,810
Other Expenses$17,686$10,352-$10,352
Fees for Services Other-$4,666-$4,666
All Other Expenses$1,836$2,411-$4,247
Total Functional Expenses$649,502$282,338$0$931,840

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$931,840
Total Expenses per Audited Statements$931,840
Total Expenses per Form 990$931,840
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
2627179567
Address
2201 SPRINGDALE RD, WAUKESHA, WI 53186

Signing Officer

Name
Dan Wippich
Title
Co - Chairman
Phone
2627179567
Signed
2024-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Wippich
Formed
1981
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
8

Preparer

Firm
Sikich Llp
Address
17335 GOLF PARKWAY SUITE 500, BROOKFIELD, WI 53045
Preparer
Bridgette Mugge
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. 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 442 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/BOYAmt056803
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt044213
IRS990/AccountsReceivableGrp/BOYAmt0131551
IRS990/AccountsReceivableGrp/EOYAmt0151835
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE FOX VALLEY AREA
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt042358
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02411
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01836
IRS990/AllOtherExpensesGrp/TotalAmt04247
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOARD OF TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum02627179567
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/CashNonInterestBearingGrp/BOYAmt0606551
IRS990/CashNonInterestBearingGrp/EOYAmt0778187
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt042358
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05847
IRS990/CYOtherExpensesAmt0435472
IRS990/CYOtherRevenueAmt011732
IRS990/CYProgramServiceRevenueAmt01046430
IRS990/CYRevenuesLessExpensesAmt0174527
IRS990/CYSalariesCompEmpBnftPaidAmt0496368
IRS990/CYTotalExpensesAmt0931840
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01106367
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt099798
IRS990/DepreciationDepletionGrp/TotalAmt099798
IRS990/Desc0FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND PROVIDES EDUCATIONAL PROGRAMS AND TRAINING FOR APPRENTICES AND JOURNEYMEN DURING THE YEAR.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0649502
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013005
IRS990/FeesForServicesAccountingGrp/TotalAmt013005
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt040046
IRS990/FeesForServicesLegalGrp/TotalAmt040046
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt044547
IRS990/FeesForServicesManagementGrp/TotalAmt044547
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04666
IRS990/FeesForServicesOtherGrp/TotalAmt04666
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/PersonNm3BEN DELCORE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN BUECHLER
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK LANTAGNE
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICK WYDEVEN
IRS990/Form990PartVIISectionAGrp/PersonNm7TRAVIS GEIGER
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/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt05704
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt07200
IRS990/GrossReceiptsAmt01107863
IRS990/GrossRentsGrp/RealAmt09523
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011810
IRS990/InformationTechnologyGrp/TotalAmt011810
IRS990/InsuranceGrp/ManagementAndGeneralAmt012694
IRS990/InsuranceGrp/TotalAmt012694
IRS990/InvestmentIncomeGrp/ExclusionAmt0143
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0143
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0543134
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01425753
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01393643
IRS990/LandBldgEquipCostOrOtherBssAmt01936777
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01496
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND PROVIDES EDUCATIONAL PROGRAMS AND TRAINING FOR APPRENTICES AND JOURNEYMEN IN THE FOX VALLEY AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02197673
IRS990/NetAssetsOrFundBalancesEOYAmt02372200
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05704
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05704
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt09523
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09523
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02197673
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02372200
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt020086
IRS990/OccupancyGrp/ProgramServicesAmt032542
IRS990/OccupancyGrp/TotalAmt052628
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022923
IRS990/OfficeExpensesGrp/TotalAmt022923
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt066849
IRS990/OtherEmployeeBenefitsGrp/TotalAmt066849
IRS990/OtherExpensesGrp/Desc0TRAINING CENTER CONSUMA
IRS990/OtherExpensesGrp/Desc1TUITION REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc2COORDINATOR AND INSTRUC
IRS990/OtherExpensesGrp/Desc3COMMUNICATION EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010352
IRS990/OtherExpensesGrp/ProgramServicesAmt053349
IRS990/OtherExpensesGrp/ProgramServicesAmt147721
IRS990/OtherExpensesGrp/ProgramServicesAmt217686
IRS990/OtherExpensesGrp/TotalAmt053349
IRS990/OtherExpensesGrp/TotalAmt147721
IRS990/OtherExpensesGrp/TotalAmt217686
IRS990/OtherExpensesGrp/TotalAmt310352
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02209
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02209
IRS990/OtherRevenueTotalAmt02209
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0305880
IRS990/OtherSalariesAndWagesGrp/TotalAmt0305880
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt024498
IRS990/PayrollTaxesGrp/TotalAmt024498
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt099141
IRS990/PensionPlanContributionsGrp/TotalAmt099141
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04369
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06358
IRS990/PrincipalOfficerNm0DAN WIPPICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0917940
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1128490
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0917940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1128490
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-5577
IRS990/PYOtherExpensesAmt0450496
IRS990/PYOtherRevenueAmt013700
IRS990/PYProgramServiceRevenueAmt0907214
IRS990/PYRevenuesLessExpensesAmt076
IRS990/PYSalariesCompEmpBnftPaidAmt0464765
IRS990/PYTotalExpensesAmt0915261
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0915337
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0174527
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt09523
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01058162
IRS990/SavingsAndTempCashInvstGrp/BOYAmt086252
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086390
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/BookValueAmt0907970
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0243055
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01151025
IRS990ScheduleD/EquipmentGrp/BookValueAmt0379561
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0300079
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0679640
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0931840
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0106112
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0106112
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01106367
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. 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/TotalBookValueLandBuildingsAmt01393643
IRS990ScheduleD/TotalExpensesPerForm990Amt0931840
IRS990ScheduleD/TotalRevenuePerForm990Amt01106367
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01106367
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0931840
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 PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE TRAINING CENTER WEBSITE.
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/EndOfYearAssetsAmt01036043
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOLDING TITLE AND OPERATING THE TRAINING FACILITY FOR THE FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt09523
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/TotalAssetsBOYAmt02254476
IRS990/TotalAssetsEOYAmt02416413
IRS990/TotalAssetsGrp/BOYAmt02254476
IRS990/TotalAssetsGrp/EOYAmt02416413
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt042358
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0282338
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0649502
IRS990/TotalFunctionalExpensesGrp/TotalAmt0931840
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt056803
IRS990/TotalLiabilitiesEOYAmt044213
IRS990/TotalLiabilitiesGrp/BOYAmt056803
IRS990/TotalLiabilitiesGrp/EOYAmt044213
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02197673
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02372200
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0649502
IRS990/TotalProgramServiceRevenueAmt01046430
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05847
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01058162
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01106367
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02254476
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02416413
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02201 SPRINGDALE RD
IRS990/USAddress/CityNm0WAUKESHA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,416,413
Liabilities
$44,213
Net assets
$2,372,200
Revenue
$1,106,367
Expenses
$931,840
Net income
$174,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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