Civic Intelligence

Labor Management Cooperation Trust of Painters' & Allied Trades Dis Counc #7

990 • Fiscal year 2018 • EIN 47-6723874

Jun 01, 2017 to May 31, 2018 • Filed on Feb 25, 2019

Organization ProfileN/A
2901 W Beltline Hwy No 100Madison, WI 53713-4231

(262) 797-7800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$130,795

Flat from 2018

Net Assets

Flat

$130,795

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$327,373

Flat from 2018

Expenses

Flat

$379,274

Flat from 2018

Net Income

Flat

-$51,901

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2016: $108,219Liabilities 2016: $0Net Assets 2016: $108,2192016Assets 2017: $182,696Liabilities 2017: $0Net Assets 2017: $182,6962017Assets 2018: $130,795Liabilities 2018: $0Net Assets 2018: $130,7952018Assets 2018: $130,795Liabilities 2018: $0Net Assets 2018: $130,7952018Assets 2019: $170,808Liabilities 2019: $0Net Assets 2019: $170,8082019Assets 2020: $339,938Liabilities 2020: $0Net Assets 2020: $339,9382020Assets 2021: $396,244Liabilities 2021: $0Net Assets 2021: $396,2442021Assets 2022: $373,735Liabilities 2022: $0Net Assets 2022: $373,7352022Assets 2023: $206,857Liabilities 2023: $0Net Assets 2023: $206,8572023Assets 2024: $433,320Liabilities 2024: $0Net Assets 2024: $433,3202024

Highlighted filing

2018

Assets$130,795
Liabilities$0
Net Assets$130,795
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2016: $237,080Expenses 2016: $178,959Net Income 2016: $58,1212016Revenue 2017: $259,089Expenses 2017: $184,612Net Income 2017: $74,4772017Revenue 2018: $327,373Expenses 2018: $379,274Net Income 2018: -$51,9012018Revenue 2018: $327,373Expenses 2018: $379,274Net Income 2018: -$51,9012018Revenue 2019: $273,211Expenses 2019: $233,198Net Income 2019: $40,0132019Revenue 2020: $382,828Expenses 2020: $213,698Net Income 2020: $169,1302020Revenue 2021: $357,111Expenses 2021: $300,805Net Income 2021: $56,3062021Revenue 2022: $356,230Expenses 2022: $378,739Net Income 2022: -$22,5092022Revenue 2023: $506,222Expenses 2023: $673,100Net Income 2023: -$166,8782023Revenue 2024: $706,079Expenses 2024: $479,616Net Income 2024: $226,4632024

Highlighted filing

2018

Revenue$327,373
Expenses$379,274
Net Income-$51,901
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 25, 2019
Return Version
2017v2.3
Gross Receipts
$327,373
Mission and Program Overview

Mission

For labor and management to cooperate and find opportunities to expand their work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$182,696$130,795▼ $51,901
Total Assets$182,696$130,795▼ $51,901
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$182,696$130,795▼ $51,901
Total Net Assets Fund Balance$182,696$130,795▼ $51,901
Total Liabilities and Net Assets / Fund Balance$182,696$130,795▼ $51,901
Compensation and Service Providers

Employees

NameTitleOtherTotal
Brian BaumgartnerUnion Trustee/sec Treasurer$136,074$136,074
Andy BuckUnion Trustee$134,478$134,478
Jeff ArnoldUnion Trustee$128,261$128,261
Dean WantyUnion Trustee$116,746$116,746
Adam GiffordUnion Trustee - Past$115,427$115,427

Board Members and Trustees

NameTitle
Dan CartledgeEmployer Trustee - Chairman
Andy MarxEmployer Trustee
Greg WolfEmployer Trustee
Jeff HetzelEmployer Trustee
Stan PostorinoEmployer Trustee
Jeff MehroffUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$327,238
Investment Income
$135
Other Revenue
$0
Change in Net Assets
$-51,901

Audited Revenue Reconciliation

Revenue per Audited Statements
$327,373
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$327,373
Total Revenue per Form 990
$327,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$379,274
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
Advertising---$38,548
Fees for Services Legal---$4,802
Conferences and Meetings---$3,173
Fees for Services Accounting---$1,495
Other Expenses---$5
Total Functional Expenses$0$0$0$379,274

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$379,274
Total Expenses per Audited Statements$379,274
Total Expenses per Form 990$379,274
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
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

“The form 990 is presented to a trustee at the trust office for review and approval prior to filing. The form 990 is then presented to the board of trustees at their subsequent meeting.”

Form 990, Part VI, Section C, Line 19

“The financial statements of the trust are available upon request and are available for inspection at the trust's office.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Jeff mehroff - p.o. Box 189, big bend, wi 53103-0189. Dean wanty - p.o. Box 189, big bend, wi 53103-0189. Brian baumgartner - p.o. Box 189, big bend, wi 53103-0189. Jeff arnold - p.o. Box 189, big bend, wi 53103-0189. Andy buck - p.o. Box 189, big bend, wi 53103-0189. Adam gifford - p.o. Box 189, big bend, wi 53103-0189. Dan cartledge - 1076 western drive, hartford, wi 53027. Stan postorino - 1101 mound ave, racine, wi 53404. Jeff hetzel - n29 w23810 woodgate ct west, pewaukee, wi 53072. Andy marx - 11233 w. Greenfield avenue, west allis, wi 53214. Greg wolf - 902 stewart street, madison, wi 53713.”

Filing and Contact Details

Filer

Filer Name
Labor Management Cooperation Trust of
EIN
47-6723874
Phone
2627977800
Address
2901 W BELTLINE HWY NO 100, MADISON, WI 53713-4231

Signing Officer

Name
Brian Baumgartner
Title
Trustee Chairman
Phone
2626621827
Signed
2019-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Baumgartner
Formed
2014
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Freyberg Hinkle Ashland Powers & Stowell
Address
15420 W CAPITOL DR, BROOKFIELD, WI 53005-2621
Preparer
Thomas M Powers CPA
Phone
2627846210
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Form 990, part xii, line 2c: the board of trustees assumes responsibility for oversight of the audit of the trust's financial statements and for the selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“U.s. Generally accepted accounting principles require management to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The trust is subject to routine audits by taxing jurisdictions; however, no audits are in progress.”

Raw XML Appendix395 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO AUDITS ARE IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0379274
IRS990ScheduleD/TotalRevenuePerForm990Amt0327373
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0327373
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0379274
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0124542
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt064455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFF MEHROFF
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0188997
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO A TRUSTEE AT THE TRUST OFFICE FOR REVIEW AND APPROVAL PRIOR TO FILING. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF TRUSTEES AT THEIR SUBSEQUENT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL STATEMENTS OF THE TRUST ARE AVAILABLE UPON REQUEST AND ARE AVAILABLE FOR INSPECTION AT THE TRUST'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JEFF MEHROFF - P.O. BOX 189, BIG BEND, WI 53103-0189. DEAN WANTY - P.O. BOX 189, BIG BEND, WI 53103-0189. BRIAN BAUMGARTNER - P.O. BOX 189, BIG BEND, WI 53103-0189. JEFF ARNOLD - P.O. BOX 189, BIG BEND, WI 53103-0189. ANDY BUCK - P.O. BOX 189, BIG BEND, WI 53103-0189. ADAM GIFFORD - P.O. BOX 189, BIG BEND, WI 53103-0189. DAN CARTLEDGE - 1076 WESTERN DRIVE, HARTFORD, WI 53027. STAN POSTORINO - 1101 MOUND AVE, RACINE, WI 53404. JEFF HETZEL - N29 W23810 WOODGATE CT WEST, PEWAUKEE, WI 53072. ANDY MARX - 11233 W. GREENFIELD AVENUE, WEST ALLIS, WI 53214. GREG WOLF - 902 STEWART STREET, MADISON, WI 53713.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE TRUST'S FINANCIAL STATEMENTS AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0182696
IRS990/TotalAssetsEOYAmt0130795
IRS990/TotalAssetsGrp/BOYAmt0182696
IRS990/TotalAssetsGrp/EOYAmt0130795
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0379274
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0182696
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0130795
IRS990/TotalOtherCompensationAmt0316768
IRS990/TotalProgramServiceExpensesAmt0313430
IRS990/TotalProgramServiceRevenueAmt0327238
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0135
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0327238
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0327373
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0182696
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0130795
IRS990/TotReportableCompRltdOrgAmt0503215
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0182696
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0130795
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 189
IRS990/USAddress/CityNm0BIG BEND
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0531030189
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BAUMGARTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02626621827
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LABOR MANAGEMENT COOPERATION TRUST OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PAINTERS' & ALLIED TRADES DIS COUNC #7
ReturnHeader/Filer/BusinessNameControlTxt0LABO
ReturnHeader/Filer/EIN0476723874
ReturnHeader/Filer/PhoneNum02627977800
ReturnHeader/Filer/USAddress/AddressLine1Txt02901 W BELTLINE HWY NO 100
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0537134231
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CCA3FFBDE7687CE42E9EA09D506C5024DA3E21F0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0262E238848EA2CE13E4C04D864E02876F3F2A11D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.61.53.194
ReturnHeader/FilingSecurityInformation/IPDt02019-02-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:36:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391531945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREYBERG HINKLE ASHLAND POWERS & STOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015420 W CAPITOL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530052621
ReturnHeader/PreparerPersonGrp/PhoneNum02627846210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M POWERS CPA
ReturnHeader/ReturnTs02019-02-25T13:59:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,795
Liabilities
$0
Net assets
$130,795
Revenue
$327,373
Expenses
$379,274
Net income
-$51,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$7.06$4.80$2.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$5.06$6.73$1.67
2022Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$3.56$3.79$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.00$3.96$3.57$3.01$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$3.83$2.14$1.69
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$2.73$2.33$0.40
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$3.27$3.79$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$3.27$3.79$0.52
2017Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$2.59$1.85$0.74
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$2.37$1.79$0.58