Civic Intelligence

Northern Wi Asbestos Workers Joint Apprenticeship Fund

990EZ • Fiscal year 2014 • EIN 91-2160143

Jun 01, 2013 to May 31, 2014 • Filed on Oct 07, 2014

Organization ProfileN/A
3315 N Ballard Rd No Ste D54911-8988

(920) 734-3148

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

3rd percentile

-59%

Higher net margin than 3% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

5th percentile

-43%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

33%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$65,804

Down $49,054 (-43%) from 2013

Net Assets

Down

$65,804

Down $49,054 (-43%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin3rd percentile

Revenue

Up

$82,505

Up $20,605 (+33%) from 2013

Expenses

Up

$131,559

Up $40,906 (+45%) from 2013

Net Income

Down

-$49,054

Down $20,301 (-71%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$300K$200K$100K$0Assets 2012: $143,611Liabilities 2012: $0Net Assets 2012: $143,6112012Assets 2013: $114,858Liabilities 2013: $0Net Assets 2013: $114,8582013Assets 2014: $65,804Liabilities 2014: $0Net Assets 2014: $65,8042014Assets 2015: $14,793Liabilities 2015: $0Net Assets 2015: $14,7932015Assets 2016: $70,434Liabilities 2016: $0Net Assets 2016: $70,4342016Assets 2017: $71,640Liabilities 2017: $0Net Assets 2017: $71,6402017Assets 2018: $67,814Liabilities 2018: $0Net Assets 2018: $67,8142018Assets 2019: $48,613Net Assets 2019: $48,6132019Assets 2020: $63,775Liabilities 2020: $02020Assets 2021: $85,923Net Assets 2021: $85,9232021Assets 2022: $64,172Liabilities 2022: $02022Assets 2023: $110,674Liabilities 2023: $02023Assets 2024: $210,090Liabilities 2024: $02024Assets 2025: $202,746Net Assets 2025: $202,7462025

Highlighted filing

2014

Assets$65,804
Liabilities$0
Net Assets$65,804
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200K$100K$0-$100KRevenue 2012: $97,532Expenses 2012: $68,347Net Income 2012: $29,1852012Revenue 2013: $61,900Expenses 2013: $90,653Net Income 2013: -$28,7532013Revenue 2014: $82,505Expenses 2014: $131,559Net Income 2014: -$49,0542014Revenue 2015: $75,618Expenses 2015: $126,629Net Income 2015: -$51,0112015Revenue 2016: $122,661Expenses 2016: $67,020Net Income 2016: $55,6412016Revenue 2017: $74,954Expenses 2017: $73,748Net Income 2017: $1,2062017Revenue 2018: $80,825Expenses 2018: $84,651Net Income 2018: -$3,8262018Revenue 2019: $82,107Expenses 2019: $101,308Net Income 2019: -$19,2012019Revenue 2020: $90,520Expenses 2020: $75,358Net Income 2020: $15,1622020Revenue 2021: $80,388Expenses 2021: $58,240Net Income 2021: $22,1482021Revenue 2022: $104,610Expenses 2022: $126,361Net Income 2022: -$21,7512022Revenue 2023: $122,797Expenses 2023: $76,295Net Income 2023: $46,5022023Revenue 2024: $180,202Expenses 2024: $80,786Net Income 2024: $99,4162024Revenue 2025: $137,246Expenses 2025: $144,590Net Income 2025: -$7,3442025

Highlighted filing

2014

Revenue$82,505
Expenses$131,559
Net Income-$49,054
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 7, 2014
Return Version
2013v3.0
Gross Receipts
$82,505
Mission and Program Overview

Mission

Provide training to apprentices

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THIS FUND IS TO PROVIDE TRAINING BENEFITS TO APPRENTICES$0$0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE JOHNSONTrustee-$0--
DAN KUFAHLChairman-$0--
DAVE WENNINGERTrustee-$0--
DENNIS SCHNEIDERSecretary-$0--
DARRELL BREHMERTrustee-$0--
JAMES BARTELTAlternate-$0--
JERRALD LAAKAlternate-$0--
JOHN BAUMGARTAlternate-$0--
MARK SKICTrustee-$0--
SCOTT BERKENAlternate-$0--
TERESA ADKINSBusiness Manager-$0--
Filing and Contact Details

Filer

EIN
91-2160143
Phone
9207343148

Signing Officer

Name
Dennis Schneider
Title
Secretary
Phone
9207343148
Signed
2014-10-07
Discuss with paid preparer
Yes

Preparer

Preparer
Robin C Lutz CPA Mt
Phone
9207396500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 576.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: tuition. Amount: 5,100.”

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

“Description: office expense. Amount: 5,536. Description: bank fee. Amount: 171. Description: meeting expense. Amount: 1,089. Description: office supplies. Amount: 109. Total to form 990-ez, line 16: 6,905.”

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt0119138
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10MS JOYCE KABAT
IRS990EZ/BooksInCareOfDetail/PhoneNum09207343148
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103315 N BALLARD RD STE D
IRS990EZ/BooksInCareOfDetail/USAddress/City0APPLETON
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0549118988
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0114858
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-49054
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01600
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0114858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065804
IRS990EZ/GrossReceiptsAmt082505
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0576
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt076829
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0114858
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065804
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0114858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065804
IRS990EZ/OccupancyRentUtltsAndMaintAmt03916
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN KUFAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVE WENNINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENNIS SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DARRELL BREHMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES BARTELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JERRALD LAAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN BAUMGART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK SKIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SCOTT BERKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TERESA ADKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ALTERNATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ALTERNATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ALTERNATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ALTERNATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BUSINESS MANAGER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06905
IRS990EZ/OtherRevenueTotalAmt05100
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE TRAINING TO APPRENTICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF THIS FUND IS TO PROVIDE TRAINING BENEFITS TO APPRENTICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0131559
IRS990EZ/TotalRevenueAmt082505
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 576.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TUITION. AMOUNT: 5,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE EXPENSE. AMOUNT: 5,536. DESCRIPTION: BANK FEE. AMOUNT: 171. DESCRIPTION: MEETING EXPENSE. AMOUNT: 1,089. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 109. TOTAL TO FORM 990-EZ, LINE 16: 6,905.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS SCHNEIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09207343148
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10NORTHERN WI ASBESTOS WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine20JOINT APPRENTICESHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0912160143
ReturnHeader/Filer/PhoneNum09207343148
ReturnHeader/Filer/USAddress/AddressLine103315 N BALLARD RD NO STE D
ReturnHeader/Filer/USAddress/City0APPLETON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0549118988
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102901 E ENTERPRISE AVE STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054913
ReturnHeader/PreparerPersonGrp/PhoneNum09207396500
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN C LUTZ CPA MT
ReturnHeader/ReturnTs02014-10-14T14:17:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,804
Liabilities
$0
Net assets
$65,804
Revenue
$82,505
Expenses
$131,559
Net income
-$49,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.03$2.03$1.37$1.45$0.07
2024Summary only. Only limited summary data is available for this year.$2.10$0.00$1.80$0.81$0.99
2023Summary only. Only limited summary data is available for this year.$1.11$0.00$1.23$0.76$0.47
2022Summary only. Only limited summary data is available for this year.$0.64$0.00$1.05$1.26$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.80$0.58$0.22
2020Summary only. Only limited summary data is available for this year.$0.64$0.00$0.91$0.75$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.49$0.82$1.01$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.81$0.85$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.75$0.74$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.23$0.67$0.56
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.76$1.27$0.51
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.83$1.32$0.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.62$0.91$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.98$0.68$0.29