Civic Intelligence

Sheet Metal Contractors of Southeastern

EIN 39-6536103 • 501(c)6 • Wauwatosa, WI

Profile

To provide industry development for the contractors who are members in the association. This includes, but 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 advocacywith 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

85th percentile

0.29x

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

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

Liabilities / Revenue

83rd percentile

0.17x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

56th percentile

3.8%

Higher net margin than 56% 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

34th percentile

-12%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$38,549

Down $5,189 (-12%) from 2023

Liabilities

Down

$11,051

Down $7,671 (-41%) from 2023

Net Assets

Up

$27,498

Up $2,482 (+9.9%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin56th percentile

Revenue

Up

$65,793

Up $11,364 (+21%) from 2023

Expenses

Up

$63,311

Up $12,980 (+26%) from 2023

Net Income

Down

$2,482

Down $1,616 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$60K$40K$20K$0Assets 2023: $43,738Liabilities 2023: $18,722Net Assets 2023: $25,0162023Assets 2024: $38,549Liabilities 2024: $11,051Net Assets 2024: $27,4982024

Highlighted filing

2024

Assets$38,549
Liabilities$11,051
Net Assets$27,498
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$80K$60K$40K$20K$0Revenue 2023: $54,429Expenses 2023: $50,331Net Income 2023: $4,0982023Revenue 2024: $65,793Expenses 2024: $63,311Net Income 2024: $2,4822024

Highlighted filing

2024

Revenue$65,793
Expenses$63,311
Net Income$2,482
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,549
Liabilities
$11,051
Net assets
$27,498
Revenue
$65,793
Expenses
$63,311
Net income
$2,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.5$11.1$27.5$65.8$63.3$2.48
2023Detailed filing. Detailed filing data is available for this year.$43.7$18.7$25.0$54.4$50.3$4.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$65,793
Mission and Program Overview

Mission

To provide industry development for the contractors who are members in the association. This includes, but 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 advocacywith 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
SMC-SE PROVIDED SERVICES TO ABOUT 30 SHEET METAL CONTRACTING FIRMS. WE PROVIDED PROMOTION AND SPONSORSHIP OF EDUCATION PROGRAMS TO FIRMS ENGAGED IN THE SHEET METAL, HVAC, AND MECHANICAL CONTRACTING INDUSTRIES.$0$0
SMC-SE 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
SMC-SE PROVIDES SPONSORSHIP OF, PROMOTION OF, PARTICIPATION IN, REPRESENTATION AT, MONORTING OF, AND REPORTING CONCERNING 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
Sheet Metal Contractors of Southeastern
EIN
39-6536103
Phone
4145437622
Address
11001 W PLANK CT 100, WAUWATOSA, WI 53226

Signing Officer

Name
Jonathan Kowalski
Title
Executive Director
Phone
4145437622
Signed
2025-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

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

“Description: office expenses. Amount: 1,195. Description: program costs. Amount: 10,704. Description: industry promotion. Amount: 4,100. Description: education/safety. Amount: 25,100. Description: operating expenses. Amount: 997. Total to form 990-ez, line 16: 42,096.”

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

“Description: accounts receivable. Beg. Of year amount: 8,315. End of year amount: 9,224.”

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

“Description: accounts payable. Beg. Of year amount: 18,722. End of year amount: 11,051.”

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.

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IRS990EZ/OccupancyRentUtltsAndMaintAmt09440
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
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IRS990EZ/OtherExpensesTotalAmt042096
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE INDUSTRY DEVELOPMENT FOR THE CONTRACTORS WHO ARE MEMBERS IN THE ASSOCIATION. THIS INCLUDES, BUT 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 ADVOCACYWITH 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/ProgramServiceRevenueAmt065793
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SMC-SE 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/DescriptionProgramSrvcAccomTxt2SMC-SE PROVIDES SPONSORSHIP OF, PROMOTION OF, PARTICIPATION IN, REPRESENTATION AT, MONORTING OF, AND REPORTING CONCERNING FOR THE BUSINESS OF WHICH RELATES TO THE NEEDS OF CONTRACTORS ENGAGED IN THE SHEET METAL, HVAC, AND MECHANICAL CONTRACTING INDUSTRIES.
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IRS990ScheduleC/AgreeCarryoverPriorYearInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,195. DESCRIPTION: PROGRAM COSTS. AMOUNT: 10,704. DESCRIPTION: INDUSTRY PROMOTION. AMOUNT: 4,100. DESCRIPTION: EDUCATION/SAFETY. AMOUNT: 25,100. DESCRIPTION: OPERATING EXPENSES. AMOUNT: 997. TOTAL TO FORM 990-EZ, LINE 16: 42,096.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 18,722. END OF YEAR AMOUNT: 11,051.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN KOWALSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04145437622
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL CONTRACTORS OF SOUTHEASTERN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WISCONSIN
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0396536103
ReturnHeader/Filer/PhoneNum04145437622
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNY TARKOWSKI CPA
ReturnHeader/ReturnTs02025-10-23T10:33:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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