Civic Intelligence

Tool Die & Machining Association of Wisconsin Forward Foundation Inc.

990EZ • Fiscal year 2023 • EIN 85-0795604

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

W175n11117 Stonewood Dr 280Germantown, WI 53022

(262) 532-2440

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$101,353

Up $182 (+0.2%) from 2022

Net Assets

Up

$101,353

Up $182 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$4,837

Down $823 (-15%) from 2022

Expenses

Up

$4,655

Up $4,655 from 2022

Net Income

Down

$182

Down $5,478 (-97%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2021: $111,619Liabilities 2021: $0Net Assets 2021: $111,6192021Assets 2022: $101,171Liabilities 2022: $0Net Assets 2022: $101,1712022Assets 2023: $101,353Liabilities 2023: $0Net Assets 2023: $101,3532023Assets 2024: $119,176Net Assets 2024: $119,1762024

Highlighted filing

2023

Assets$101,353
Liabilities$0
Net Assets$101,353

Operations Trend

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

$150K$100K$50K$0Revenue 2021: $112,363Expenses 2021: $26Net Income 2021: $112,3372021Revenue 2022: $5,660Expenses 2022: $0Net Income 2022: $5,6602022Revenue 2023: $4,837Expenses 2023: $4,655Net Income 2023: $1822023Revenue 2024: $8,757Expenses 2024: $4,654Net Income 2024: $4,1032024

Highlighted filing

2023

Revenue$4,837
Expenses$4,655
Net Income$182
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Gross Receipts
$10,562
Mission and Program Overview

Mission

Advancing manufacturing and manufacturing education.

Program Services

DescriptionGrantsExpenses
ADVANCING MANUFACTURING & MANUFACTURING EDUCATION$3,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETE KAMBOURISPresidentPT$0--
MIKE MALLWITZVice President-$0--
MARY WEHRHEIMSecretary-$0--
JOHN SCHMITZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Tool Die & Machining Association of
EIN
85-0795604
Phone
2625322440
Address
W175N11117 STONEWOOD DR 280, GERMANTOWN, WI 53022

Signing Officer

Name
John Schmitz
Title
Treasurer
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Pro Management Inc
Address
W164N9703 WATER ST, GERMANTOWN, WI 53022
Preparer
Kim Koterman Ea
Phone
2625329930
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $315

Other Expenses.1

WEBSITE $267

Other Expenses.2

OTHER EXPENSE $105

Other Expenses.3

Misc expense reimbursements $13

Other Expenses.4

Bank & credit cards fees $4

Raw XML Appendix145 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TEAM INC
IRS990EZ/BooksInCareOfDetail/PhoneNum02625322440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W175N11117 STONEWOOD DRIVE 280
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GERMANTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053022
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101353
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03679
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05725
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0182
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0951
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101171
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101353
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-347
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt010562
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01505
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101171
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101171
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101353
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETE KAMBOURIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE MALLWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY WEHRHEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN SCHMITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0704
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCING MANUFACTURING AND MANUFACTURING EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCING MANUFACTURING & MANUFACTURING EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt05378
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04655
IRS990EZ/TotalRevenueAmt04837
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0tdmaw.org/ForwardFoundation
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0111425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0122399
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0122399
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0111425
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0122399
IRS990ScheduleA/TotalSupportAmt0122399
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEBSITE $267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER EXPENSE $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC EXPENSE REIMBURSEMENTS $13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK & CREDIT CARDS FEES $4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SCHMITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOOL DIE & MACHINING ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WISCONSIN FORWARD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TOOL
ReturnHeader/Filer/EIN0850795604
ReturnHeader/Filer/PhoneNum02625322440
ReturnHeader/Filer/USAddress/AddressLine1Txt0W175N11117 STONEWOOD DR 280
ReturnHeader/Filer/USAddress/CityNm0GERMANTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391388371
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRO MANAGEMENT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0W164N9703 WATER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GERMANTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053022
ReturnHeader/PreparerPersonGrp/PhoneNum02625329930
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM KOTERMAN EA
ReturnHeader/ReturnTs02024-05-09T09:28:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMITZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits