Civic Intelligence

Southeastern Sheet Metal Contractors' Association Inc

EIN 39-1679462 • 501(c)6 • Wauwatosa, WI

Profile

The organization's primary exempt purpose is to provide industry development for the contractors who are members in the association. This includes, but is not limited to: provide continuing education opportunities, provide marketing and promotional outreach for the industry and its association members, provide labor relations support with the members union-labor partners, provide advocacy with local, state and national political entities, provide financial (accounting and budget management) support for the association, organize and manage meetings for the membership including board meetings and social/professional development events.

11001 W Plank CT 100Wauwatosa, WI 53226

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.21x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

95th percentile

47%

Higher net margin than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

63%

Faster asset growth than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$114,228

Up $44,088 (+63%) from 2023

Liabilities

Up

$13,659

Up $13,659 from 2023

Net Assets

Up

$100,569

Up $30,429 (+43%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin95th percentile

Revenue

Up

$64,160

Up $12,942 (+25%) from 2023

Expenses

Down

$33,731

Down $2,498 (-6.9%) from 2023

Net Income

Up

$30,429

Up $15,440 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $165,068Liabilities 2010: $11,332Net Assets 2010: $153,7362010Assets 2022: $55,651Liabilities 2022: $500Net Assets 2022: $55,1512022Assets 2023: $70,140Liabilities 2023: $0Net Assets 2023: $70,1402023Assets 2024: $114,228Liabilities 2024: $13,659Net Assets 2024: $100,5692024

Highlighted filing

2024

Assets$114,228
Liabilities$13,659
Net Assets$100,569
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2010: $39,015Expenses 2010: $48,760Net Income 2010: -$9,7452010Revenue 2022: $52,300Expenses 2022: $49,348Net Income 2022: $2,9522022Revenue 2023: $51,218Expenses 2023: $36,229Net Income 2023: $14,9892023Revenue 2024: $64,160Expenses 2024: $33,731Net Income 2024: $30,4292024

Highlighted filing

2024

Revenue$64,160
Expenses$33,731
Net Income$30,429
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$114,228
Liabilities
$13,659
Net assets
$100,569
Revenue
$64,160
Expenses
$33,731
Net income
$30,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.14$1.01$0.64$0.34$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.51$0.36$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.52$0.49$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.11$1.54$0.39$0.49$0.10
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 14, 2023
Return Version
2022v5.0
Gross Receipts
$52,300
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide industry development for the contractors who are members in the association. This includes, but is not limited to: provide continuing education opportunities, provide marketing and promotional outreach for the industry and its association members, provide labor relations support with the members union-labor partners, provide advocacy with local, state and national political entities, provide financial (accounting and budget management) support for the association, organize and manage meetings for the membership including board meetings and social/professional development events.

Program Services

DescriptionGrantsExpenses
IN 2022, SE ASSOCIATION PROVIDED SERVICES TO ABOUT 30 SHEET METAL CONTRACTIONG FIRMS. WE PROVIDED PROMOTION AND SPONSORSHIP OF EDUCATION PROGRAMS TO FIRMS ENGAGED IN THE SHEET METAL, HVAC, AND MECHANICAL CONTRACTING INDUSTRIES.$0$0
IN 2022, SE ASSOCIATION PARTICIPATED IN AND PROVIDED REPRESENTATION OF THE INTERESTS OF FIRMS ENGAGED IN THOSE REGARDING INDUSTRY-RELATED COMMITTEES, COUNCILS, BOARDS, AND EMPLOYEE BENEFIT FUNDS.$0$0
SE ASSOCIATION PROVIDES SPONSORSHIP OF, PROMOTION OF, PARTICIPATION IN, REPRESENTATION AT, MONORTING OF, AND REPORTING CONCERNING MEETINGS, CONFERENCES, AND CONVENTIONS FOR THE BUSINESS OF WHICH RELATES TO THE NEEDS OF CONTRACTORS ENGAGED IN THE SHEET METAL, HVAC, AND MECHANICAL CONTRACTING INDUSTRIES.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB JOSSARTPresident-$0--
DENNIS WEEKSVice President/Treasurer-$0--
BRANDON QUINNDirector-$0--
JONATHAN KOWALSKIExecutive DirectorFT$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
SOUTHEASTERN SHEET METAL CONTRACTORS'
EIN
39-1679462
Phone
4145437622
Address
11001 W PLANK CT 100, WAUWATOSA, WI 53226

Signing Officer

Name
Jonathan Kowalski
Title
Executive Director
Phone
4145437622
Signed
2023-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Llp
Address
2110 LUANN LN, MADISON, WI 53713-3098
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

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

“Description: office expenses. Amount: 2,101. Description: information technology. Amount: 304. Description: auto expenses. Amount: 80. Description: education reimbursement. Amount: 23,117. Description: substance abuse program. Amount: 10,000. Description: dues and memberships. Amount: 5,893. Description: insurance. Amount: 1,174. Total to form 990-ez, line 16: 42,669.”

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

“Description: accounts receivable. Beg. Of year amount: 12,800. End of year amount: 12,800.”

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

“Description: accounts payable. Beg. Of year amount: 16,657. End of year amount: 500.”

Raw XML Appendix132 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/BooksInCareOfDetail/PersonNm0BEKKY HERRERA
IRS990EZ/BooksInCareOfDetail/PhoneNum04145437622
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011001 W PLANK CT STE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042851
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02952
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03302
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068856
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055651
IRS990EZ/GrossReceiptsAmt052300
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01100
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052199
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055151
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052199
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055151
IRS990EZ/OccupancyRentUtltsAndMaintAmt02960
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
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/PersonNm0ROB JOSSART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS WEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRANDON QUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JONATHAN KOWALSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt012800
IRS990EZ/OtherAssetsTotalDetail/EOYAmt012800
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt042669
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE INDUSTRY DEVELOPMENT FOR THE CONTRACTORS WHO ARE MEMBERS IN THE ASSOCIATION. THIS INCLUDES, BUT IS NOT LIMITED TO: PROVIDE CONTINUING EDUCATION OPPORTUNITIES, PROVIDE MARKETING AND PROMOTIONAL OUTREACH FOR THE INDUSTRY AND ITS ASSOCIATION MEMBERS, PROVIDE LABOR RELATIONS SUPPORT WITH THE MEMBERS UNION-LABOR PARTNERS, PROVIDE ADVOCACY WITH LOCAL, STATE AND NATIONAL POLITICAL ENTITIES, PROVIDE FINANCIAL (ACCOUNTING AND BUDGET MANAGEMENT) SUPPORT FOR THE ASSOCIATION, ORGANIZE AND MANAGE MEETINGS FOR THE MEMBERSHIP INCLUDING BOARD MEETINGS AND SOCIAL/PROFESSIONAL DEVELOPMENT EVENTS.
IRS990EZ/PrintingPublicationsPostageAmt0417
IRS990EZ/ProgramServiceRevenueAmt051200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2022, SE ASSOCIATION PROVIDED SERVICES TO ABOUT 30 SHEET METAL CONTRACTIONG FIRMS. WE PROVIDED PROMOTION AND SPONSORSHIP OF EDUCATION PROGRAMS TO FIRMS ENGAGED IN THE SHEET METAL, HVAC, AND MECHANICAL CONTRACTING INDUSTRIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IN 2022, SE ASSOCIATION PARTICIPATED IN AND PROVIDED REPRESENTATION OF THE INTERESTS OF FIRMS ENGAGED IN THOSE REGARDING INDUSTRY-RELATED COMMITTEES, COUNCILS, BOARDS, AND EMPLOYEE BENEFIT FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SE ASSOCIATION PROVIDES SPONSORSHIP OF, PROMOTION OF, PARTICIPATION IN, REPRESENTATION AT, MONORTING OF, AND REPORTING CONCERNING MEETINGS, CONFERENCES, AND CONVENTIONS FOR THE BUSINESS OF WHICH RELATES TO THE NEEDS OF CONTRACTORS ENGAGED IN THE SHEET METAL, HVAC, AND MECHANICAL CONTRACTING INDUSTRIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016657
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0500
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt049348
IRS990EZ/TotalRevenueAmt052300
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,101. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 304. DESCRIPTION: AUTO EXPENSES. AMOUNT: 80. DESCRIPTION: EDUCATION REIMBURSEMENT. AMOUNT: 23,117. DESCRIPTION: SUBSTANCE ABUSE PROGRAM. AMOUNT: 10,000. DESCRIPTION: DUES AND MEMBERSHIPS. AMOUNT: 5,893. DESCRIPTION: INSURANCE. AMOUNT: 1,174. TOTAL TO FORM 990-EZ, LINE 16: 42,669.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 12,800. END OF YEAR AMOUNT: 12,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 16,657. END OF YEAR AMOUNT: 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN KOWALSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04145437622
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEASTERN SHEET METAL CONTRACTORS'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0391679462
ReturnHeader/Filer/PhoneNum04145437622
ReturnHeader/Filer/USAddress/AddressLine1Txt011001 W PLANK CT 100
ReturnHeader/Filer/USAddress/CityNm0WAUWATOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053226
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02110 LUANN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537133098
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNY TARKOWSKI CPA
ReturnHeader/ReturnTs02023-09-18T15:19:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOWALSKI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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