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WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST

EIN 39-6095127 WAUKESHA, WI

Largest nonprofits in Wisconsin

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 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 Blanck

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Gaecke

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jodi Miller-Larson

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Matthew Forster Until 9924

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Scott 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 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

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.