BETA

WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST (EIN 39-6095127)
Tax period
2013-06-01 to 2014-05-31
Filed
2015-01-14
IRS object ID
201540149349300129
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-01-14T10:19:42-06:00ReturnTs
Tax Period End2014-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391531945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREYBERG HINKLE ASHLAND POWERS & STOWELLBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115420 W CAPITOL DRAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code530052621ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396095127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOX VALLEY SHEET METAL HEALTH FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFOXVBusinessNameControlTxt
Phone2627981838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1
CityWAUKESHACity
StateWIState
ZIP Code531862855ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICHOLAS LIESCHPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2627981838PhoneNum
Signature2015-01-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone2627846210PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNICHOLAS LIESCHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1
CityWAUKESHACity
StateWIState
ZIP Code531862855ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$20,802,384GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1981FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE WELFARE BENEFITS, SUCH AS LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, LOSS OF TIME, DISABILITY, DENTAL, VISION, HOSPITAL, AND SURGICAL BENEFITS FOR UNION MEMBERS AND THEIR SPOUSE AND/OR DEPENDENTSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$7,728,811PYProgramServiceRevenueAmt
CY Program Service Revenue$8,116,332CYProgramServiceRevenueAmt
PY Investment Income$495,107PYInvestmentIncomeAmt
CY Investment Income$841,756CYInvestmentIncomeAmt
PY Other Revenue$53,265PYOtherRevenueAmt
CY Other Revenue$134,699CYOtherRevenueAmt
PY Total Revenue$8,277,183PYTotalRevenueAmt
CY Total Revenue$9,092,787CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$7,268,842PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$7,282,246CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,481,022PYOtherExpensesAmt
CY Other Expenses$1,261,805CYOtherExpensesAmt
PY Total Expenses$8,749,864PYTotalExpensesAmt
CY Total Expenses$8,544,051CYTotalExpensesAmt
PY Revenues Less Expenses-$472,681PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$548,736CYRevenuesLessExpensesAmt
Total Assets BOY$11,375,854TotalAssetsBOYAmt
Total Assets EOY$12,215,237TotalAssetsEOYAmt
Total Liabilities BOY$3,664,982TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,257,223TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,710,872NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,958,014NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$8,102,919ExpenseAmt
DescTO PROVIDE HEALTH, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.Desc
Total Program Service Expenses$8,102,919TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document59IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUZANNE TAZALLABusinessNameLine1
FieldValueIRS element (for citing)
Phone2627981838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 SPRINGDALE ROADAddressLine1
CityWAUKESHACity
StateWIState
ZIP Code531862855ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CARVEN BLANCK
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
NICHOLAS LIESCH
SECRETARY1.00Yes (X)Yes (X)$0$77,817$46,217
PATRICK LANDGRAF
UNION TRUSTEE1.00Yes (X)$0$109,548$50,292
TOM FELDMANN
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
JEFFREY GAECKE
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
PAUL HANSEN
UNION TRUSTEE1.00Yes (X)$0$0$0
CHARLES SCHUSTER
FORMER CHAIRMAN1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$187,365TotReportableCompRltdOrgAmt
Total Other Compensation$96,509TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
RELIASTAR LIFE INSURANCE COMPANY
20 WASHINGTON AVENUE SOUTHMINNEAPOLISMN55401STOP LOSS, LIFE AND ACCIDENTAL DEATH & D$534,821
UNITED HEALTH CARE INSURANCE COMPANY
10701 W RESEARCH DRIVEMILWAUKEEWI53226CLAIMS PROCESSING$245,551
BENEFIT PLAN ADMINISTRATION
11270 WEST PARK PLACE SUITE 950MILWAUKEEWI53224THIRD PARTY ADMINISTRATOR$161,439
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$7,807,178$7,807,178
PARTICIPANT CONTRIBUTIONS900099$279,720$279,720
STOP LOSS REIMBURSEMENTS900099$29,434$29,434
FieldValueIRS element (for citing)
Total Program Service Revenue$8,116,332TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$243,475TotalRevenueColumnAmt
Exclusion$243,475ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,307,878SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,709,597SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$598,281SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$598,281TotalRevenueColumnAmt
Related Or Exempt Func Income$598,281RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
MEDICAL/SUBROGATION REFUNDS900099$118,412$118,412
SHARED EXPENSE REIMBURSEMENTS900099$16,287$16,287
FieldValueIRS element (for citing)
Other Revenue Total$134,699OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,092,787TotalRevenueColumnAmt
Related Or Exempt Func Income$8,714,613RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$378,174ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$7,282,246TotalAmt
Program Services$7,282,246ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$150,530TotalAmt
Management And General$150,530ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$61,403TotalAmt
Management And General$61,403ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,490TotalAmt
Management And General$25,490ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$43,230TotalAmt
Management And General$43,230ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$107,626TotalAmt
Management And General$107,626ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,305TotalAmt
Management And General$12,305ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,700TotalAmt
Management And General$3,700ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,793TotalAmt
Management And General$5,793ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
STOP LOSS PREMIUMS$520,923$520,923
PPO SERVICE ADMINISTRAT$245,923$245,923
EMPLOYEE ASSISTANCE PRO$23,320$23,320
BANK CHARGES$23,004$23,004

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$38,558TotalAmt
Program Services$30,507ProgramServicesAmt
Management And General$8,051ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,544,051TotalAmt
Program Services$8,102,919ProgramServicesAmt
Management And General$441,132ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$481,908BOYAmt
EOY$1,162,630EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$37,119BOYAmt
EOY$1,068,775EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$711,912BOYAmt
EOY$764,418EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,237BOYAmt
EOY$3,914EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,101,985BOYAmt
EOY$9,183,223EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$26,693BOYAmt
EOY$32,277EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,375,854BOYAmt
EOY$12,215,237EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$84,282BOYAmt
EOY$281,923EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,580,700BOYAmt
EOY$3,975,300EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,664,982BOYAmt
EOY$4,257,223EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$7,710,872BOYAmt
EOY$7,958,014EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,710,872BOYAmt
EOY$7,958,014EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,375,854BOYAmt
EOY$12,215,237EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$548,736ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$301,594NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
BENEFIT CLAIMS PAYABLE AND IBNR$716,300
ESTIMATED LIABILITY FOR FUTURE BENEFITS$3,259,000
FieldValueIRS element (for citing)
Total Liability$3,975,300TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,747,963TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$301,594NetUnrealizedGainsInvstAmt
Revenue Not Reported-$301,594RevenueNotReportedAmt
Revenue Subtotal$9,049,557RevenueSubtotalAmt
Investment Expenses Not Incld$43,230InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$43,230RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,092,787TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,106,221TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,106,221ExpensesSubtotalAmt
Investment Expenses Not Incld2$43,230InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$394,600OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$437,830ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,544,051TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MAY 31, 2011.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INCREASE IN HEALTH CLAIMS PAYABLE 142,600. INCREASE IN ESTIMATED LIABILITY FOR FUTURE BENEFITS 252,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPATRICK LANDGRAFPersonNm
TitleUNION TRUSTEETitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$109,548CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$31,272DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$19,020NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$159,840TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3:FormAndLineReferenceDesc
ExplanationCOMPENSATION WAS PAID BY A RELATED ORGANIZATION - SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION NO. 18, AFL-CIO COMPENSATION WAS ESTABLISHED BY APPROVAL OF THE BOARD OR COMPENSATION COMMITTEE. OFFICERS ARE COMPENSATED IN ACCORDANCE WITH THE LOCAL ELECTION STANDARDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11REVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES ARE EXPECTED TO DISCLOSE ANY OWNERSHIP OR OTHER FINANCIAL RELATIONSHIPS THAT THEY HAVE WITH PARTIES THAT DEAL WITH THE PLAN.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE PLAN OFFICE.
PART XII, LINE 2CTHE BOARD OF TRUSTEES REVIEWS AND APPROVES A DRAFT OF THE AUDITED FINANCIAL STATEMENTS AT THE MEETING. THESE ARE PRESENTED BY THE ACCOUNTANT TO THE BOARD.
FORM 990, SCHEDULE R:THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE FEDERAL TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS BUT WAS UNABLE TO OBTAIN A RESPONSE FROM TWO EMPLOYERS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION NO 18 AFL-CIO
2201 SPRINGDALE ROADWAUKESHAWI53186391419063LABOR UNIONWI501(C)(5)N/A0
SHEET METAL WORKERS LOCAL 18 & EAST CTRL WI SHEET METAL JRNYMN & APPR TRNG
2201 SPRINGDALE ROADWAUKESHAWI53186391627344APPRENTICESHIP TRAININGWI501(C)(5)N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NATIONS ROOFBusinessNameLine1

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (27 entries)

AUGUST WINTER & SONS INC
AZCO INC
B&P MECHANICAL INC
BASSETT MECHANICAL
BAUMGART MECHANICAL
BEST MECHANICAL
CENTRAL HEATING SERVICE INC
COENEN MECHANICAL
EGI MECHANICAL INC
FELDMANN INC
FOREFRONT
FOX CITIES SHEET METAL INC
GARTMAN HEATING & AC
GREAT LAKES MECHANICAL
HURCKMAN MECHANICAL
INDUSTRIAL VENTILATION INC
J&B HVAC
JAMAR COMPANY
JOHNSON CONTROL
MARX MECHANICAL INC
MECHANICAL TECHNOLOGIES INC
MUZA SHEET METAL CO
STAINLESS SPECIALTIES
TWEET GAROT MECHANICAL #1
VAL FAB INC
VALLEY MECHANICAL
CONSTRUCTION SUPPLY & ERECTING
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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