Nonprofit · EIN 39-6095127
WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST
Tax-exempt · WAUKESHA, WI 53186
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $15,770,319 | $16,945,269 | -$1,174,950 | $19,203,022 | $2,089,960 | $17,113,062 |
| May 31, 2024 | 990 | $14,909,741 | $13,851,388 | $1,058,353 | $19,805,022 | $1,521,944 | $18,283,078 |
| May 31, 2023 | 990 | $14,522,945 | $13,509,816 | $1,013,129 | $18,187,113 | $1,870,945 | $16,316,168 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,597,562
- Investment income
- $1,166,497
- Net gain from sales of assets
- $673,338
- Other revenue
- $6,260
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $16,328,476
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $75,149
- Accounting fees
- $33,175
Balance sheet and other
- Total assets, start of year
- $19,805,022
- Total assets, end of year
- $19,203,022
- Total liabilities, end of year
- $2,089,960
- Net assets, end of year
- $17,113,062
- Publicly traded securities
- $13,560,322
- Gross receipts
- $21,053,601
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1981
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT KNOCKE | UNION TRUSTEE Trustee or director | 1 | $0 | $159,196 | $70,293 |
| DANIEL WIPPICH | SECRETARY Trustee or director, Officer | 1 | $0 | $112,807 | $64,179 |
| DAN NOVAK START 9924 | UNION TRUSTEE Trustee or director | 1 | $0 | $5,059 | $0 |
| CARVEN BLANCK | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JODI MILLER-LARSON | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW FORSTER UNTIL 9924 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT KNOCKE | UNION TRUSTEE Trustee or director | 1 | $0 | $150,857 | $93,999 |
| DANIEL WIPPICH | SECRETARY Trustee or director, Officer | 1 | $0 | $108,195 | $81,308 |
| CARVEN BLANCK | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JODI MILLER-LARSON | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW FORSTER | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT KNOCKE | UNION TRUSTEE (START 9/1/22) Trustee or director | 1 | $0 | $146,758 | $71,527 |
| DANIEL WIPPICH | SECRETARY (START 5/8/23) Trustee or director, Officer | 1 | $0 | $102,962 | $66,946 |
| MICHAEL MOONEY | UNION TRUSTEE (THRU 09/01/22) Trustee or director | 1 | $0 | $100,501 | $60,874 |
| CARVEN BLANCK | CHAIRMAN (START 5/8/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JODI MILLER-LARSON | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW FORSTER | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2201 SPRINGDALE RD, WAUKESHA, WI 53186-2855
- Principal officer (990 for 2024)
- CARVEN BLANCK, 2201 SPRINGDALE ROAD, WAUKESHA, WI 531862855
- Signed the 990
- DAN WIPPICH, SECRETARY
- Phone
- (262) 717-9385
- Return prepared by
- SIKICH LLC
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.
Program accomplishments
- TO PROVIDE HEALTH, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6095127
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,203,022
- Income (IRS master file)
- $21,053,601
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $15,770,319 | $16,945,269 | $19,203,022 | XML |
| 990 | May 2024 | $14,909,741 | $13,851,388 | $19,805,022 | XML |
| 990 | May 2023 | $14,522,945 | $13,509,816 | $18,187,113 | XML |
| 990 | May 2022 | $12,962,825 | $11,857,417 | $17,147,311 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6095127).
Questions about WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST
- What is the EIN of WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST?
- The employer identification number (EIN) of WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST is 39-6095127.
- Is WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
- Are donations to WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST?
- The 990 for the year ended May 31, 2025 names CARVEN BLANCK.
- Who are the officers and directors of WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST?
- The 990 for the year ended May 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $15,770,319, expenses of $16,945,269 and total assets of $19,203,022 at year end.
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