Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.11x
Liabilities / Revenue
88th percentile
Higher debt load relative to revenue than 88% of similar nonprofits.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
53rd percentile
Faster revenue growth than 53% of similar nonprofits.
Balance Sheet
Assets
Down$91,153
Down $27,193 (-23%) from 2015
Net Assets
Down$80,684
Down $24,392 (-23%) from 2015
Liabilities
Down$10,469
Down $2,801 (-21%) from 2015
Revenue And Expenses
Revenue
Up$46,408
Up $1,119 (+2.5%) from 2015
Expenses
Up$70,800
Up $20,255 (+40%) from 2015
Net Income
Down-$24,392
Down $19,136 (-364%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Nov 7, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $46,408
Mission and Program Overview
Mission
To train and educate members of the sheet metal workers local 18 union.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE 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 | $31,522 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVID ALDAG | Management Trustee | - | $0 | - | - |
| SCOTT KNOCKE | Labor Trustee | - | $0 | - | - |
| BRIAN BILLMAN | Labor Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Sheet Metal Workers Local 18 & East Cent
- EIN
- 39-1627344
- Phone
- 2627981818
- Address
- 2201 SPRINGDALE ROAD, WAUKESHA, WI 53186
Signing Officer
- Name
- Scott Knocke
- Title
- Co-chair
- Phone
- 2627981818
- Signed
- 2017-11-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Freyberg Hinkle Ashland Powers & Stowell
- Address
- 15420 W CAPITOL DR, BROOKFIELD, WI 53005-2621
- Preparer
- James M Ashland CPA
- Phone
- 2627846210
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest. Amount: 266.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: other. Amount: 108.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: office administration. Amount: 2,041. Description: insurance. Amount: 3,817. Description: conferences. Amount: 3,597. Description: regional contest. Amount: 614. Description: equipment. Amount: 475. Description: meetings. Amount: 367. Description: bank charges. Amount: 773. Description: banquet. Amount: 54. Total to form 990-ez, line 16: 11,738.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: employer contributions receivable. Beg. Of year amount: 7,434. End of year amount: 7,527. Description: prepaid insurance. Beg. Of year amount: 1,097. End of year amount: 618.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 13,270. End of year amount: 10,469.”
Raw XML Appendix165 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 24067 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BENEFIT PLAN ADMINISTRATION OF WISCONSIN INC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8887199567 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2201 SPRINGDALE ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WAUKESHA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53186 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 109815 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 83008 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 46034 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -24392 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 32280 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 118346 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 91153 |
| IRS990EZ/GrossReceiptsAmt | 0 | 46408 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 266 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 105076 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 80684 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 105076 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 80684 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVID ALDAG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SCOTT KNOCKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BRIAN BILLMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | MANAGEMENT TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | LABOR TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | LABOR TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 8531 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 8145 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11738 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 108 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO TRAIN AND EDUCATE MEMBERS OF THE SHEET METAL WORKERS LOCAL 18 UNION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE 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/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 31522 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 2715 |
| IRS990EZ/SchoolOperatingInd | 0 | 1 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 13270 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 10469 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 70800 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 31522 |
| IRS990EZ/TotalRevenueAmt | 0 | 46408 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | 1 |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | 0 |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | 0 |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | 1 |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | 0 |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | 1 |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | 1 |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | THE FUND HAS PUBLISHED A NOTICE OF ITS NONDISCRIMINATION POLICY IN A NEWSPAPER OF GENERAL CIRCULATION THAT SERVES ALL RACIAL SEGMENTS OF EACH OF THE COMMUNITIES IT SERVES. |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 1 | LINE 4B AND 4D ARE NOT APPLICABLE AS THIS IS AN APPRENTICESHIP AND JOURNEYMAN TRAINING PROGRAM. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE E, PART I, LINE 3 |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE E, PART I, LINE 4 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 266. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: OTHER. AMOUNT: 108. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OFFICE ADMINISTRATION. AMOUNT: 2,041. DESCRIPTION: INSURANCE. AMOUNT: 3,817. DESCRIPTION: CONFERENCES. AMOUNT: 3,597. DESCRIPTION: REGIONAL CONTEST. AMOUNT: 614. DESCRIPTION: EQUIPMENT. AMOUNT: 475. DESCRIPTION: MEETINGS. AMOUNT: 367. DESCRIPTION: BANK CHARGES. AMOUNT: 773. DESCRIPTION: BANQUET. AMOUNT: 54. TOTAL TO FORM 990-EZ, LINE 16: 11,738. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: EMPLOYER CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 7,434. END OF YEAR AMOUNT: 7,527. DESCRIPTION: PREPAID INSURANCE. BEG. OF YEAR AMOUNT: 1,097. END OF YEAR AMOUNT: 618. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 13,270. END OF YEAR AMOUNT: 10,469. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SCOTT KNOCKE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CO-CHAIR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2627981818 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SHEET METAL WORKERS LOCAL 18 & EAST CENT |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | WI SHEET METAL JRNYMN & APPR TRNG TR FUN |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SHEE |
| ReturnHeader/Filer/EIN | 0 | 391627344 |
| ReturnHeader/Filer/PhoneNum | 0 | 2627981818 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2201 SPRINGDALE ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WAUKESHA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53186 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 2A3F482710C69FCCEFE18B634FA3E25425E25BFA |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8760AE1D39F2EAAE204A91131EB0C91122945DC0 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 70.61.53.194 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-11-07 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 12:26:38 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391531945 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FREYBERG HINKLE ASHLAND POWERS & STOWELL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 15420 W CAPITOL DR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BROOKFIELD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 530052621 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2627846210 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES M ASHLAND CPA |
| ReturnHeader/ReturnTs | 0 | 2017-11-10T11:17:30-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $91,153
- Liabilities
- $10,469
- Net assets
- $80,684
- Revenue
- $46,408
- Expenses
- $70,800
- Net income
- -$24,392