WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST
EIN 39-6095127 WAUKESHA, WI
- Revenue 2024
- $15,770,319
- Expenses 2024
- $16,945,269
As filed
- Subsection
- 09
- Classification
- 1000
- Street
- 2201 SPRINGDALE RD
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
TO 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 DEPENDENTS.
Activities or mission (Part I)
PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.
-
TO PROVIDE HEALTH, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Daniel WippichDANIEL WIPPICH
SECRETARY
- Total calculated
- $176,986
- From this org
- $0
- From related orgs
- $112,807
- Other
- $64,179
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $112,807 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $40,234 related
- Nontaxable benefits
- $0 + $23,945 related
- Filer's total
- $0 + $176,986 related
-
Carven BlanckCARVEN BLANCK
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey GaeckeJEFFREY GAECKE
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jodi Miller-LarsonJODI MILLER-LARSON
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Forster Until 9924MATTHEW FORSTER UNTIL 9924
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott KnockeSCOTT KNOCKE
UNION TRUSTEE
- Total calculated
- $229,489
- From this org
- $0
- From related orgs
- $159,196
- Other
- $70,293
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $159,196 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $40,802 related
- Nontaxable benefits
- $0 + $29,491 related
- Filer's total
- $0 + $229,489 related
-
Dan Novak Start 9924DAN NOVAK START 9924
UNION TRUSTEE
- Total calculated
- $5,059
- From this org
- $0
- From related orgs
- $5,059
- Other
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $15,770,319
- Expenses
- $16,945,269
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $14,909,741
- Expenses
- $13,851,388
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $14,522,945
- Expenses
- $13,509,816
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $12,962,825
- Expenses
- $11,857,417
- Assets (EOY)
- $17,147,311
-
2020 · 990
- Revenue
- $12,197,673
- Expenses
- $10,749,371
- Assets (EOY)
- $16,705,797
-
2019 · 990
- Revenue
- $12,066,361
- Expenses
- $9,983,295
- Assets (EOY)
- $15,192,504
-
2018 · 990
- Revenue
- $11,254,058
- Expenses
- $6,009,534
- Assets (EOY)
- $12,449,881
-
2017 · 990
- Revenue
- $11,189,719
- Expenses
- $10,481,735
- Assets (EOY)
- $11,620,676
-
2016 · 990
- Revenue
- $9,516,157
- Expenses
- $11,204,450
- Assets (EOY)
- $9,676,846
-
2015 · 990
- Revenue
- $9,041,738
- Expenses
- $10,375,918
- Assets (EOY)
- $10,861,124
-
2014 · 990
- Revenue
- $8,579,527
- Expenses
- $8,736,175
- Assets (EOY)
- $11,950,509
-
2013 · 990
- Revenue
- $9,092,787
- Expenses
- $8,544,051
- Assets (EOY)
- $12,215,237
-
2012 · 990
- Revenue
- not reported
- Expenses
- $8,749,864
- Assets (EOY)
- $11,375,854
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION NO 18 AFL-CIO
501(C)(5) · LABOR UNION · WI
-
FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND
501(C)(3) · APPRENTICESHIP TRAINING · WI
-
WISCONSIN SHEET METAL HEALTH FUND
501(C)(9) · HEALTH FUND · WI
-
SHEET METAL WORKER LOCAL 98 WELFARE FUND
501(C)(9) · WELFARE FUND · OH
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related partnerships on its 2024 return
-
ANDERSON HVAC LLC
-
COENEN MECHANICAL LLC
-
CORNERSTONE ONE LLC
-
MONROE FABRICATION LLC
Related corporations and trusts on its 2024 return
-
AUGUST WINTER & SONS INC
-
AZCO INC
-
B&P MECHANICAL INC
-
BASSETT MECHANICAL
-
BAUMGART MECHANICAL
-
BEST MECHANICAL SERVICES
-
EGI MECHANICAL INC
-
EVOLVE MECHANICAL TECHNOLOGIES
-
FOX CITIES SHEET METAL INC
-
GARTMAN HEATING & AC
-
GREAT LAKES MECHANICAL
-
GRP MECHANICAL INC
-
HURCKMAN MECHANICAL INC
-
ILLINGWORTH-KIL
-
IVI NORTH INC
-
JF AHERN COMPANY INC
-
JAMAR COMPANY
-
JOHNSON CONTROLS APPLETON
-
MECHANICAL TECHNOLOGIES INC
-
MUZA SHEET METAL CO
-
TWEET GAROT MECHANICAL #1
-
VALLEY MECHANICAL
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.