Civic Intelligence

Aem Contract Administration Fund C/O New Berlin Grading Inc

990 • Fiscal year 2023 • EIN 75-2990794

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

Organization ProfileN/A
19400 W Lincoln AvenueNew Berlin, WI 53146

(262) 537-4431

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Asset Growth

64th percentile

9.9%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

78%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$510,866

Up $45,894 (+9.9%) from 2022

Net Assets

Up

$510,866

Up $45,894 (+9.9%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin42nd percentile

Revenue

Up

$48,956

Up $21,523 (+78%) from 2022

Expenses

Up

$48,621

Up $2,892 (+6.3%) from 2022

Net Income

Up

$335

Up $18,631 (+102%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$800K$600K$400K$200K$0Assets 2016: $335,478Liabilities 2016: $02016Assets 2017: $358,079Liabilities 2017: $02017Assets 2018: $408,158Liabilities 2018: $0Net Assets 2018: $408,1582018Assets 2019: $448,095Liabilities 2019: $0Net Assets 2019: $448,0952019Assets 2020: $457,775Liabilities 2020: $0Net Assets 2020: $457,7752020Assets 2021: $483,268Liabilities 2021: $0Net Assets 2021: $483,2682021Assets 2022: $464,972Net Assets 2022: $464,9722022Assets 2023: $510,866Liabilities 2023: $0Net Assets 2023: $510,8662023Assets 2024: $608,540Liabilities 2024: $0Net Assets 2024: $608,5402024

Highlighted filing

2023

Assets$510,866
Liabilities$0
Net Assets$510,866
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$100K$50K$0-$50KRevenue 2016: $54,355Expenses 2016: $22,460Net Income 2016: $31,8952016Revenue 2017: $47,427Expenses 2017: $24,826Net Income 2017: $22,6012017Revenue 2018: $63,636Expenses 2018: $2,224Net Income 2018: $61,4122018Revenue 2019: $78,175Expenses 2019: $38,238Net Income 2019: $39,9372019Revenue 2020: $31,074Expenses 2020: $21,394Net Income 2020: $9,6802020Revenue 2021: $28,336Expenses 2021: $2,843Net Income 2021: $25,4932021Revenue 2022: $27,433Expenses 2022: $45,729Net Income 2022: -$18,2962022Revenue 2023: $48,956Expenses 2023: $48,621Net Income 2023: $3352023Revenue 2024: $80,200Expenses 2024: $46,512Net Income 2024: $33,6882024

Highlighted filing

2023

Revenue$48,956
Expenses$48,621
Net Income$335
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.0
Gross Receipts
$48,956
Mission and Program Overview

Mission

The fund receives and administers fees for the purpose of contract administration under the associated earth movers, inc. Collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$237,012$327,665▲ $90,653
Cash and Non-Interest-Bearing Accounts$273,519$183,201▼ $90,318
Total Assets$510,531$510,866▲ $335
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$510,531$510,866▲ $335
Total Net Assets Fund Balance$510,531$510,866▲ $335
Total Liabilities and Net Assets / Fund Balance$510,531$510,866▲ $335
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Phillip PurperoChairman
Ken KroegerTrustee
Steve NachreinerTrustee
David ZenobiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,746
Program Service Revenue
$0
Investment Income
$7,210
Other Revenue
$0
Change in Net Assets
$335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,621
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
Fees for Services Accounting---$23,874
Insurance---$8,900
Travel---$8,267
Fees for Services Legal---$7,580
Total Functional Expenses$0$0$0$48,621
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
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Aem Contract Administration Fund
EIN
75-2990794
Phone
2625374431
Address
19400 W LINCOLN AVENUE, NEW BERLIN, WI 53146

Signing Officer

Name
David Zenobi
Title
Treasurer
Phone
2625374431
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Zenobi
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
La Crosse Cpas LLC
Address
1425 STATE ROAD 16 STE A, LA CROSSE, WI 54601
Preparer
Derek Wilber CPA
Phone
6084339884
Raw XML Appendix222 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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$510,866
Liabilities
$0
Net assets
$510,866
Revenue
$48,956
Expenses
$48,621
Net income
$335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.80$0.47$0.34
2023Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.49$0.49$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.65$4.65$0.27$0.46$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.28$0.03$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.31$0.21$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.78$0.38$0.40
2018Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.64$0.02$0.61
2017Summary only. Only limited summary data is available for this year.$3.58$0.00$0.47$0.25$0.23
2016Summary only. Only limited summary data is available for this year.$3.35$0.00$0.54$0.22$0.32