Civic Intelligence

Wisconsin Fox River Valley Sheet Metal Workers Welfare Trust

EIN 39-6095127 • 501(c)9 • Waukesha, WI

Profile

Provide health and welfare benefits for participants and their beneficiaries.

2201 Springdale RoadWaukesha, WI 53186-2855

n/A

Siviq Scores

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

Liabilities / Assets

69th percentile

0.11x

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.13x

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

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

19th percentile

-7.5%

Higher net margin than 19% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$229,489

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

25th percentile

-3.0%

Faster asset growth than 25% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

5.8%

Faster revenue growth than 48% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$19,805,022

Up $1,617,909 (+8.9%) from 2023

Liabilities

Down

$1,521,944

Down $349,001 (-19%) from 2023

Net Assets

Up

$18,283,078

Up $1,966,910 (+12%) from 2023

Revenue

Up

$14,909,741

Up $386,796 (+2.7%) from 2023

Expenses

Up

$13,851,388

Up $341,572 (+2.5%) from 2023

Net Income

Up

$1,058,353

Up $45,224 (+4.5%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $9,665,846Liabilities 2010: $2,865,200Net Assets 2010: $6,800,6462010Assets 2011: $10,946,522Liabilities 2011: $2,770,891Net Assets 2011: $8,175,6312011Assets 2012: $11,414,148Liabilities 2012: $3,041,837Net Assets 2012: $8,372,3112012Assets 2013: $11,375,854Liabilities 2013: $3,664,982Net Assets 2013: $7,710,8722013Assets 2014: $12,215,237Liabilities 2014: $4,257,223Net Assets 2014: $7,958,0142014Assets 2015: $11,950,509Liabilities 2015: $4,128,265Net Assets 2015: $7,822,2442015Assets 2016: $10,861,124Liabilities 2016: $4,446,631Net Assets 2016: $6,414,4932016Assets 2017: $9,676,846Liabilities 2017: $4,959,629Net Assets 2017: $4,717,2172017Assets 2018: $11,620,676Liabilities 2018: $6,121,478Net Assets 2018: $5,499,1982018Assets 2019: $12,449,881Liabilities 2019: $1,555,564Net Assets 2019: $10,894,3172019Assets 2020: $15,192,504Liabilities 2020: $1,826,915Net Assets 2020: $13,365,5892020Assets 2021: $16,705,797Liabilities 2021: $1,144,129Net Assets 2021: $15,561,6682021Assets 2022: $17,147,311Liabilities 2022: $1,514,633Net Assets 2022: $15,632,6782022Assets 2023: $18,187,113Liabilities 2023: $1,870,945Net Assets 2023: $16,316,1682023Assets 2024: $19,805,022Liabilities 2024: $1,521,944Net Assets 2024: $18,283,0782024

Highlighted filing

2024

Assets$19,805,022
Liabilities$1,521,944
Net Assets$18,283,078

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,732,4522010Expenses 2011: $6,783,7002011Expenses 2012: $8,573,1382012Revenue 2013: $8,277,183Expenses 2013: $8,749,864Net Income 2013: -$472,6812013Revenue 2014: $9,092,787Expenses 2014: $8,544,051Net Income 2014: $548,7362014Revenue 2015: $8,579,527Expenses 2015: $8,736,175Net Income 2015: -$156,6482015Revenue 2016: $9,041,738Expenses 2016: $10,375,918Net Income 2016: -$1,334,1802016Revenue 2017: $9,516,157Expenses 2017: $11,204,450Net Income 2017: -$1,688,2932017Revenue 2018: $11,189,719Expenses 2018: $10,481,735Net Income 2018: $707,9842018Revenue 2019: $11,254,058Expenses 2019: $6,009,534Net Income 2019: $5,244,5242019Revenue 2020: $12,066,361Expenses 2020: $9,983,295Net Income 2020: $2,083,0662020Revenue 2021: $12,197,673Expenses 2021: $10,749,371Net Income 2021: $1,448,3022021Revenue 2022: $12,962,825Expenses 2022: $11,857,417Net Income 2022: $1,105,4082022Revenue 2023: $14,522,945Expenses 2023: $13,509,816Net Income 2023: $1,013,1292023Revenue 2024: $14,909,741Expenses 2024: $13,851,388Net Income 2024: $1,058,3532024

Highlighted filing

2024

Revenue$14,909,741
Expenses$13,851,388
Net Income$1,058,353

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$1.52$18.3$14.9$13.9$1.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$1.87$16.3$14.5$13.5$1.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$1.51$15.6$13.0$11.9$1.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$1.14$15.6$12.2$10.7$1.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$1.83$13.4$12.1$9.98$2.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$1.56$10.9$11.3$6.01$5.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$6.12$5.50$11.2$10.5$0.71
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.68$4.96$4.72$9.52$11.2$1.69
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$4.45$6.41$9.04$10.4$1.33
2015Detailed filing. Detailed filing data is available for this year.$12.0$4.13$7.82$8.58$8.74$0.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$4.26$7.96$9.09$8.54$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$3.66$7.71$8.28$8.75$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$3.04$8.37$8.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$2.77$8.18$6.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.67$2.87$6.80$7.73
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 26, 2021
Return Version
2019v5.2
Gross Receipts
$12,066,361
Mission and Program Overview

Mission

To provide welfare benefits, such as life insurance, accidental death and dismemberment, loss of time, disability, dental, vision, hospital, and surgical benefits for union members and their spouse and/or dependents.

Provide health and welfare benefits for participants and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,894,317$13,365,589▲ $2,471,272
Investments in Publicly Traded Securities$7,256,300$8,769,188▲ $1,512,888
Cash and Non-Interest-Bearing Accounts$3,478,452$4,760,384▲ $1,281,932
Accounts Receivable$1,336,901$1,204,975▼ $131,926
Savings and Temporary Cash Investments$335,779$434,264▲ $98,485
Prepaid Expenses and Deferred Charges$42,449$23,693▼ $18,756
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,449,881$15,192,504▲ $2,742,623
Liabilities
Other Liabilities$1,456,743$1,649,300▲ $192,557
Accounts Payable and Accrued Expenses$98,821$177,615▲ $78,794
Total Liabilities$1,555,564$1,826,915▲ $271,351
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,894,317$13,365,589▲ $2,471,272
Total Liabilities and Net Assets / Fund Balance$12,449,881$15,192,504▲ $2,742,623
Compensation and Service Providers

Employees

NameTitleOtherTotal
Dan WippichSecretary(thru 5/4/20)/chairman$126,744$126,744

Board Members and Trustees

NameTitle
Carven BlanckChairman (thru 5/4/20)/secretary
Jeffrey GaeckeEmployer Trustee
Mark HillEmployer Trustee (thu Dec 2020)
Greg PostUnion Trustee
Mike MooneyUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Plan AdministrationThird Party Administrator11270 WEST PARK PLACE STE 950, Milwaukee, WI 53224$209,601
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,840,340
Investment Income
$221,364
Other Revenue
$4,657
Change in Net Assets
$2,083,066

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,013,284
Revenue Not Reported on Financial Statements
$53,077
Revenue Not Reported on Form 990
$388,206
Total Revenue per Audited Statements
$12,401,490
Total Revenue per Form 990
$12,066,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$511,211
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,472,084
Fees for Services Management---$209,601
Fees for Services Other---$91,017
Fees for Services Legal---$63,322
Fees for Service Investment Mgmnt Fees---$53,077
Fees for Services Accounting---$27,617
Information Technology---$23,952
Office Expenses---$13,254
Other Expenses---$2,380
Conferences and Meetings---$475
Total Functional Expenses$0$0$0$9,983,295

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,983,295
Expenses per Audited Statements$9,930,218
Total Expenses per Audited Statements$9,930,218
Expenses Not Reported on Financial Statements$53,077
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Claims Payable and Ibnr$905,900
Amounts Due to Related Funds$743,400
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
No
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 B, Line 11B

Reviewed by the administrative manager and presented to trustees for approval prior to signing and filing.

Form 990, Part VI, Section B, Line 12C

Trustees are expected to disclose any ownership or other financial relationships that they have with parties that deal with the plan.

Form 990, Part VI, Section C, Line 19

The plan makes its governing documents and financial statements available to the public upon request through the plan office.

Filing and Contact Details

Filer

Filer Name
Fox Valley Sheet Metal Health Fund
EIN
39-6095127
Phone
2627981838
Address
2201 SPRINGDALE ROAD, WAUKESHA, WI 53186-2855

Signing Officer

Name
Daniel Wippich
Title
Chairman
Phone
2627981838
Signed
2021-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Wippich
Formed
1981
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
4
Employees
34
Volunteers
4

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
Jill M Boyle CPA
Phone
2627549400
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

The board of trustees reviews and approves a draft of the audited financial statements at the meeting. These are presented by the accountant to the board.

Financial Statement Notes

PART X, LINE 2:

The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)(9) of the irc and is, therefore, not subject to tax under present income tax laws. The trust has obtained a favorable tax determination letter from the internal revenue service ("irs") and the trustees believe that the trust and the plan, as amended, continues to qualify and to operate as designed. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan 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 436 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/BOYAmt098821
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0177615
IRS990/AccountsReceivableGrp/BOYAmt01336901
IRS990/AccountsReceivableGrp/EOYAmt01204975
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt09472084
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENEFIT PLAN ADMINISTRATION OF WI INC
IRS990/BooksInCareOfDetail/PhoneNum02627179385
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0531862855
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03478452
IRS990/CashNonInterestBearingGrp/EOYAmt04760384
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0475
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0209601
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt011270 WEST PARK PLACE STE 950
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MILWAUKEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053224
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BENEFIT PLAN ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc0THIRD PARTY ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt09472084
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0221364
IRS990/CYOtherExpensesAmt0511211
IRS990/CYOtherRevenueAmt04657
IRS990/CYProgramServiceRevenueAmt011840340
IRS990/CYRevenuesLessExpensesAmt02083066
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt09983295
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012066361
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt034
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt027617
IRS990/FeesForServicesLegalGrp/TotalAmt063322
IRS990/FeesForServicesManagementGrp/TotalAmt0209601
IRS990/FeesForServicesOtherGrp/TotalAmt091017
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt053077
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt048.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt144.00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt057458
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140161
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE MOONEY
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN WIPPICH
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG POST
IRS990/Form990PartVIISectionAGrp/PersonNm3CARVEN BLANCK
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFFREY GAECKE
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK HILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0118884
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt186583
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY(THRU 5/4/20)/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN (THRU 5/4/20)/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE (THU DEC 2020)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt012066361
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt023952
IRS990/InvestmentIncomeGrp/ExclusionAmt0221364
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0221364
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07256300
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08769188
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE WELFARE BENEFITS, SUCH AS LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, LOSS OF TIME, DISABILITY, DENTAL, VISION, HOSPITAL, AND SURGICAL BENEFITS FOR UNION MEMBERS AND THEIR SPOUSE AND/OR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010894317
IRS990/NetAssetsOrFundBalancesEOYAmt013365589
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0388206
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt013254
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1LIFE INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc2GOVERNMENTAL FEES AND A
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt017172
IRS990/OtherExpensesGrp/TotalAmt16239
IRS990/OtherExpensesGrp/TotalAmt23105
IRS990/OtherExpensesGrp/TotalAmt32380
IRS990/OtherLiabilitiesGrp/BOYAmt01456743
IRS990/OtherLiabilitiesGrp/EOYAmt01649300
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SHARED EXPENSE REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04657
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04657
IRS990/OtherRevenueTotalAmt04657
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042449
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023693
IRS990/PrincipalOfficerNm0DAN WIPPICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011498868
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1341472
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011498868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1341472
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04600381
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0214206
IRS990/PYOtherExpensesAmt01409153
IRS990/PYOtherRevenueAmt04359
IRS990/PYProgramServiceRevenueAmt011035493
IRS990/PYRevenuesLessExpensesAmt05244524
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06009534
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011254058
IRS990/ReconcilationRevenueExpnssAmt02083066
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010894317
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013365589
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0335779
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0434264
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt053077
IRS990ScheduleD/ExpensesSubtotalAmt09930218
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt053077
IRS990ScheduleD/InvestmentExpensesNotIncldAmt053077
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0388206
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0905900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1743400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AMOUNTS DUE TO RELATED FUNDS
IRS990ScheduleD/RevenueNotReportedAmt0388206
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt053077
IRS990ScheduleD/RevenueSubtotalAmt012013284
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE IRC AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") AND THE TRUSTEES BELIEVE THAT THE TRUST AND THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN 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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09983295
IRS990ScheduleD/TotalLiabilityAmt01649300
IRS990ScheduleD/TotalRevenuePerForm990Amt012066361
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012401490
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09930218
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0118884
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt036392
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021066
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MIKE MOONEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0176342
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0OFFICERS ARE COMPENSATED IN ACCORDANCE WITH THE LOCAL ELECTION STANDARDS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE EXPECTED TO DISCLOSE ANY OWNERSHIP OR OTHER FINANCIAL RELATIONSHIPS THAT THEY HAVE WITH PARTIES THAT DEAL WITH THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE PLAN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES REVIEWS AND APPROVES A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AT THE MEETING. THESE ARE PRESENTED BY THE ACCOUNTANT TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AUGUST WINTER & SONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AZCO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2B&P MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3BASSETT MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BAUMGART MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5BEST MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6EVOLVE MECHANICAL TECHNOLOGIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7FOX CITIES SHEET METAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8GARTMAN HEATING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9GREAT LAKES MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10HURCKMAN MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11IVI NORTH INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12JOHNSON CONTROLS APPLETON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13MECHANICAL TECHNOLOGIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14MUZA SHEET METAL CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15TWEET GAROT MECHANICAL #1
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16VALLEY MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17DR KOHLMAN INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18JF AHERN COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19JAMAR COMPANY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ANDERSON HVAC LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1COENEN MECHANICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2H&M STAINLESS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3MODERN EQUIPMENT LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt4MONROE FABRICATION LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION NO 18 AFL-CIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS LOCAL 18 & EAST CTRL WI SHEET METAL JRNYMN & APPR TRNG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2WISCONSIN SHEET METAL HEALTH FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391419063
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1391627344
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2351638874
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1APPRENTICESHIP TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2HEALTH FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12201 SPRINGDALE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt22201 SPRINGDALE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WAUKESHA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WAUKESHA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2WAUKESHA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053186
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd153186
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd253186
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012449881
IRS990/TotalAssetsEOYAmt015192504
IRS990/TotalAssetsGrp/BOYAmt012449881
IRS990/TotalAssetsGrp/EOYAmt015192504
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/TotalAmt09983295
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01555564
IRS990/TotalLiabilitiesEOYAmt01826915
IRS990/TotalLiabilitiesGrp/BOYAmt01555564
IRS990/TotalLiabilitiesGrp/EOYAmt01826915
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010894317
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013365589
IRS990/TotalOtherCompensationAmt097619
IRS990/TotalProgramServiceRevenueAmt011840340
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0221364
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011844997
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012066361
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012449881
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015192504
IRS990/TotReportableCompRltdOrgAmt0205467
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $10M-$25M nonprofits