Liabilities / Assets
80th percentile
Higher debt load relative to assets than 80% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.13x
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Balance Sheet
Assets
Down$117,242
Down $7,527 (-6.0%) from 2017
Net Assets
Down$102,414
Down $10,529 (-9.3%) from 2017
Liabilities
Up$14,828
Up $3,002 (+25%) from 2017
Revenue And Expenses
Revenue
Down$61,405
Down $17,745 (-22%) from 2017
Expenses
Up$71,934
Up $25,043 (+53%) from 2017
Net Income
Down-$10,529
Down $42,788 (-133%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Nov 11, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $61,405
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.
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 INT'L. ASSOC. OF SHEET METAL WORKERS, AIR, RAIL AND TRANSP. WORKERS LOCAL UNION #18. | $0 | $44,885 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVID ALDAG | Management Trustee | - | $0 | - | - |
| GRANT NADLER | Management Trustee | - | $0 | - | - |
| SCOTT KNOCKE | Labor Trustee | - | $0 | - | - |
| KEN LIEBENSTEIN | 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
- 2019-11-11
- 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: 555.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: other. Amount: 2,395.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: office administration. Amount: 2,167. Description: insurance. Amount: 3,757. Description: conferences. Amount: 617. Description: regional contest. Amount: 205. Description: meetings. Amount: 276. Description: bank charges. Amount: 168. Description: miscellaneous. Amount: 1,126. Total to form 990-ez, line 16: 8,316.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: employer contributions receivable. Beg. Of year amount: 9,889. End of year amount: 9,050. Description: prepaid insurance. Beg. Of year amount: 3,452. End of year amount: 2,484.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 11,826. End of year amount: 14,828.”
Raw XML Appendix163 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 | 31445 |
| 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 | 111428 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 105708 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 58455 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -10529 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 19555 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 124769 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 117242 |
| IRS990EZ/GrossReceiptsAmt | 0 | 61405 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 555 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 112943 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 102414 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 112943 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 102414 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVID ALDAG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GRANT NADLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SCOTT KNOCKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KEN LIEBENSTEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | MANAGEMENT TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | MANAGEMENT TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | LABOR TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | LABOR TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 13341 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 11534 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8316 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2395 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO TRAIN AND EDUCATE MEMBERS OF THE INT'L. ASSOC. OF SHEET METAL WORKERS, AIR, RAIL AND TRANSP. WORKERS LOCAL UNION #18. |
| 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 INT'L. ASSOC. OF SHEET METAL WORKERS, AIR, RAIL AND TRANSP. WORKERS LOCAL UNION #18. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 44885 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 12618 |
| IRS990EZ/SchoolOperatingInd | 0 | 1 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 11826 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 14828 |
| 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 | 71934 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 44885 |
| IRS990EZ/TotalRevenueAmt | 0 | 61405 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/SchoolInd | 0 | X |
| 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: 555. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: OTHER. AMOUNT: 2,395. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OFFICE ADMINISTRATION. AMOUNT: 2,167. DESCRIPTION: INSURANCE. AMOUNT: 3,757. DESCRIPTION: CONFERENCES. AMOUNT: 617. DESCRIPTION: REGIONAL CONTEST. AMOUNT: 205. DESCRIPTION: MEETINGS. AMOUNT: 276. DESCRIPTION: BANK CHARGES. AMOUNT: 168. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,126. TOTAL TO FORM 990-EZ, LINE 16: 8,316. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: EMPLOYER CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 9,889. END OF YEAR AMOUNT: 9,050. DESCRIPTION: PREPAID INSURANCE. BEG. OF YEAR AMOUNT: 3,452. END OF YEAR AMOUNT: 2,484. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 11,826. END OF YEAR AMOUNT: 14,828. |
| 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 | 2020-01-14 16:20:31Z |
| 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 | 2019-11-11 |
| 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 | CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | E6E4655D820DC21AC2FD6240551B7D26B54E2856 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 209.170.231.5 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-11-11 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 12:53:45 |
| 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 | 2019-11-12T14:11:47-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $117,242
- Liabilities
- $14,828
- Net assets
- $102,414
- Revenue
- $61,405
- Expenses
- $71,934
- Net income
- -$10,529