Civic Intelligence

Sheet Metal 18 Local Training Fund

990EZ • Fiscal year 2013 • EIN 39-1627344

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 22, 2014

2201 Springdale RoadWaukesha, WI 53186

(262) 798-1818

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

52nd percentile

3.0%

Faster asset growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

50th percentile

1.5%

Faster revenue growth than 50% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$128,043

Up $3,745 (+3.0%) from 2012

Net Assets

Up

$123,058

Up $4,229 (+3.6%) from 2012

Liabilities

Down

$4,985

Down $484 (-8.8%) from 2012

Revenue

Up

$36,911

Up $545 (+1.5%) from 2012

Expenses

Down

$32,682

Down $9,070 (-22%) from 2012

Net Income

Up

$4,229

Up $9,615 (+179%) from 2012

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $122,700Liabilities 2010: $0Net Assets 2010: $122,7002010Assets 2011: $130,514Liabilities 2011: $6,299Net Assets 2011: $124,2152011Assets 2012: $124,298Liabilities 2012: $5,469Net Assets 2012: $118,8292012Assets 2013: $128,043Liabilities 2013: $4,985Net Assets 2013: $123,0582013Assets 2014: $120,446Liabilities 2014: $10,114Net Assets 2014: $110,3322014Assets 2015: $118,346Liabilities 2015: $13,270Net Assets 2015: $105,0762015Assets 2016: $91,153Liabilities 2016: $10,469Net Assets 2016: $80,6842016Assets 2017: $124,769Liabilities 2017: $11,826Net Assets 2017: $112,9432017Assets 2018: $117,242Liabilities 2018: $14,828Net Assets 2018: $102,4142018Assets 2019: $120,681Liabilities 2019: $9,973Net Assets 2019: $110,7082019Assets 2020: $172,686Liabilities 2020: $9,432Net Assets 2020: $163,2542020Assets 2021: $211,242Liabilities 2021: $15,584Net Assets 2021: $195,6582021Assets 2022: $257,690Liabilities 2022: $15,730Net Assets 2022: $241,9602022Assets 2023: $329,193Liabilities 2023: $16,968Net Assets 2023: $312,2252023Assets 2024: $403,797Liabilities 2024: $13,799Net Assets 2024: $389,9982024

Highlighted filing

2013

Assets$128,043
Liabilities$4,985
Net Assets$123,058

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $35,876Expenses 2010: $25,622Net Income 2010: $10,2542010Revenue 2011: $40,956Expenses 2011: $39,441Net Income 2011: $1,5152011Revenue 2012: $36,366Expenses 2012: $41,752Net Income 2012: -$5,3862012Revenue 2013: $36,911Expenses 2013: $32,682Net Income 2013: $4,2292013Revenue 2014: $38,531Expenses 2014: $51,257Net Income 2014: -$12,7262014Revenue 2015: $45,289Expenses 2015: $50,545Net Income 2015: -$5,2562015Revenue 2016: $46,408Expenses 2016: $70,800Net Income 2016: -$24,3922016Revenue 2017: $79,150Expenses 2017: $46,891Net Income 2017: $32,2592017Revenue 2018: $61,405Expenses 2018: $71,934Net Income 2018: -$10,5292018Revenue 2019: $76,163Expenses 2019: $67,869Net Income 2019: $8,2942019Revenue 2020: $116,278Expenses 2020: $63,732Net Income 2020: $52,5462020Revenue 2021: $166,806Expenses 2021: $134,402Net Income 2021: $32,4042021Revenue 2022: $188,987Expenses 2022: $142,685Net Income 2022: $46,3022022Revenue 2023: $217,054Expenses 2023: $146,789Net Income 2023: $70,2652023Revenue 2024: $233,951Expenses 2024: $156,178Net Income 2024: $77,7732024

Highlighted filing

2013

Revenue$36,911
Expenses$32,682
Net Income$4,229
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 22, 2014
Return Version
2013v3.0
Gross Receipts
$36,911
Mission and Program Overview

Mission

To train and educate members of the int'l. Assoc. Of sheet metal workers, air, rail and transp. Workers local union #18.

To train and educate members of the sheet metal workers local 18 union.

Program Services

DescriptionGrantsExpenses
THE SHEET METAL WORKERS LOCAL 18 AND EAST CENTRAL WISCONSIN SHEET METAL JOURNEYMAN AND APPRENTICE TRAINING TRUST FUND IS A TRUST FUND USED FOR THE TRAINING AND EDUCATION OF MEMBERS OF THE SHEET METAL WORKERS LOCAL 18 LABOR UNION.$0$16,924
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEIL GROESCHELManagement Trustee-$0--
DAVID ALDAGManagement Trustee-$0--
SCOTT KNOCKELabor Trustee-$0--
BRIAN BILLMANLabor Trustee-$0--
Filing and Contact Details

Filer

EIN
39-1627344
Phone
2627981818

Signing Officer

Name
Brian Billman
Title
Co-chair
Phone
2627981818
Signed
2014-09-22
Discuss with paid preparer
Yes

Preparer

Preparer
James M Ashland CPA
Phone
2627846210
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 1,290.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office administration. Amount: 1,782. Description: insurance. Amount: 1,905. Description: conferences. Amount: 1,113. Description: dinner meeting. Amount: 619. Description: equipment. Amount: 1,764. Description: completion banquet. Amount: 54. Description: bank charges. Amount: 59. Total to form 990-ez, line 16: 7,296.

Form 990-ez, Part II, Line 24 - Other Assets

Description: employer contributions receivable. Beg. Of year amount: 5,346. End of year amount: 5,933. Description: prepaid insurance. Beg. Of year amount: 756. End of year amount: 1,733.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 5,469. End of year amount: 4,985.

Raw XML Appendix125 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt014527
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10BENEFIT PLAN ADMINISTRATION OF WISCONSIN INC
IRS990EZ/BooksInCareOfDetail/PhoneNum08887199567
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102201 SPRINGDALE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118196
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120377
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt035621
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt04229
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010859
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124298
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0128043
IRS990EZ/GrossReceiptsAmt036911
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01290
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118829
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0123058
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0118829
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0123058
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NEIL GROESCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID ALDAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT KNOCKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN BILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MANAGEMENT TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MANAGEMENT TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2LABOR TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LABOR TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06102
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07666
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07296
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO TRAIN AND EDUCATE MEMBERS OF THE SHEET METAL WORKERS LOCAL 18 UNION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SHEET METAL WORKERS LOCAL 18 AND EAST CENTRAL WISCONSIN SHEET METAL JOURNEYMAN AND APPRENTICE TRAINING TRUST FUND IS A TRUST FUND USED FOR THE TRAINING AND EDUCATION OF MEMBERS OF THE SHEET METAL WORKERS LOCAL 18 LABOR UNION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016924
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05469
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04985
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt032682
IRS990EZ/TotalProgramServiceExpensesAmt016924
IRS990EZ/TotalRevenueAmt036911
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1,290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE ADMINISTRATION. AMOUNT: 1,782. DESCRIPTION: INSURANCE. AMOUNT: 1,905. DESCRIPTION: CONFERENCES. AMOUNT: 1,113. DESCRIPTION: DINNER MEETING. AMOUNT: 619. DESCRIPTION: EQUIPMENT. AMOUNT: 1,764. DESCRIPTION: COMPLETION BANQUET. AMOUNT: 54. DESCRIPTION: BANK CHARGES. AMOUNT: 59. TOTAL TO FORM 990-EZ, LINE 16: 7,296.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EMPLOYER CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,346. END OF YEAR AMOUNT: 5,933. DESCRIPTION: PREPAID INSURANCE. BEG. OF YEAR AMOUNT: 756. END OF YEAR AMOUNT: 1,733.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,469. END OF YEAR AMOUNT: 4,985.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BILLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02627981818
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHEET METAL WORKERS LOCAL 18 & EAST CTRL
ReturnHeader/Filer/BusinessName/BusinessNameLine20WI SHEET METAL JRNYMN & APPR TRNG TRST F
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0391627344
ReturnHeader/Filer/PhoneNum02627981818
ReturnHeader/Filer/USAddress/AddressLine102201 SPRINGDALE ROAD
ReturnHeader/Filer/USAddress/City0WAUKESHA
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391531945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FREYBERG HINKLE ASHLAND POWERS & STOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1015420 W CAPITOL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0530052621
ReturnHeader/PreparerPersonGrp/PhoneNum02627846210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M ASHLAND CPA
ReturnHeader/ReturnTs02014-09-29T09:16:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.14$3.90$2.34$1.56$0.78
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.17$3.12$2.17$1.47$0.70
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.16$2.42$1.89$1.43$0.46
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.16$1.96$1.67$1.34$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.09$1.63$1.16$0.64$0.53
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.10$1.11$0.76$0.68$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.15$1.02$0.61$0.72$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.12$1.13$0.79$0.47$0.32
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.10$0.81$0.46$0.71$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.13$1.05$0.45$0.51$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.10$1.10$0.39$0.51$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.05$1.23$0.37$0.33$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.05$1.19$0.36$0.42$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.06$1.24$0.41$0.39$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.36$0.26$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits