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Wisconsin Sheet Metal Health And Benefit Trust Fund

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$45.5M (2022)

Expenses
$48.3M (2022)

Total Assets
$43.1M (2022)

Total Liabilities
$39M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,547,011
Expenses
$48,286,132
Net Income
-$2,739,121
Net Assets
$4,107,442
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,849,912
98.5%
Investment Income $650,124
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$129,631
Net Inventory Sales $0
Other Revenue $176,606
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,109,176
Total Liabilities $39,001,734
Net Assets $4,107,442
Compensation
Key Employees and Officers Compensation Related Other
Scott Knocke (Secretary) $146,758 $0 $93,980
Don Athas (Trustee) $128,016 $0 $100,714
Steuart Wilson (Trustee) $128,016 $0 $93,326
Scott Bartz (Trustee) $114,528 $0 $88,229
Brad Kalcic (Trustee) $107,820 $0 $96,506
Matt Van Der Puy (Trustee) $99,391 $0 $82,037
Craig Wagner (Trustee) $91,093 $0 $87,960
David Aldag (Trustee) $0 $0 $0
Robert Jossart (Chairman) $0 $0 $0
Jan Green (Trustee) $0 $0 $0
Kenneth Groeschel Jr (Trustee) $0 $0 $0
Jack Schirpke (Trustee) $0 $0 $0
Jonathan Kowalski (Trustee) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecke (Trustee) $0 $0 $0
Greg Faust (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,027,701
Expenses
$45,617,477
Net Income
-$1,589,776
Net Assets
$10,661,129
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,784,731
90.4%
Investment Income $834,628
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,132,927
7.1%
Net Inventory Sales $0
Other Revenue $275,415
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,518,635
Total Liabilities $33,857,506
Net Assets $10,661,129
Compensation
Key Employees and Officers Compensation Related Other
Mike Mooney (Chairman) $141,888 $0 $84,855
Don Athas (Trustee) $124,578 $0 $90,582
Scott Knocke (Trustee) $123,580 $0 $85,873
Scott Bartz (Trustee) $111,329 $0 $83,667
Brad Kalcic (Trustee) $97,657 $0 $90,507
Matt Van Der Puy (Trustee) $96,521 $0 $78,479
Craig Wagner (Trustee) $89,346 $0 $84,003
Greg Faust (Trustee) $0 $0 $0
David Aldag (Trustee) $0 $0 $0
Robert Jossart (Secretary) $0 $0 $0
Jan Green (Trustee) $0 $0 $0
Kenneth Groeschel Jr (Trustee) $0 $0 $0
Jack Schirpke (Trustee) $0 $0 $0
Jonathan Kowalski (Trustee) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecka (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,631,339
Expenses
$39,748,892
Net Income
-$117,553
Net Assets
$14,091,154
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,747,099
95.2%
Investment Income $854,318
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $888,720
2.2%
Net Inventory Sales $0
Other Revenue $141,202
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $47,524,001
Total Liabilities $33,432,847
Net Assets $14,091,154
Compensation
Key Employees and Officers Compensation Related Other
Mike Mooney (Secretary/Treasurer) $0 $139,087 $82,173
Don Athas (Trustee) $0 $122,076 $83,289
Scott Knocke (Trustee) $0 $121,738 $81,507
Scott Bartz (Trustee) $0 $110,343 $80,395
Brad Kalcic (Trustee) $0 $99,300 $87,197
Craig Wagner (Trustee) $0 $87,855 $79,777
Matt Van Der Puy (Trustee (Starting 01/07/20)) $0 $93,449 $66,834
Robert Jossart (Chairman) $0 $0 $0
Kenneth Groeschel Jr (Trustee) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecke (Trustee) $0 $0 $0
Jan Green (Trustee) $0 $0 $0
Jack Schirpke (Trustee) $0 $0 $0
Jonathan Kowalski (Trustee) $0 $0 $0
David Aldag (Trustee) $0 $0 $0
Greg Faust (Trustee (Starting 06/01/20)) $0 $0 $0
Ryan Stern (Trustee (Through 05/31/20)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,060,206
Expenses
$42,266,193
Net Income
-$3,205,987
Net Assets
$12,637,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,937,524
94.6%
Investment Income $932,044
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,031,811
2.6%
Net Inventory Sales $0
Other Revenue $158,827
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,173,681
Total Liabilities $31,535,819
Net Assets $12,637,862
Compensation
Key Employees and Officers Compensation Related Other
Mike Mooney (Chairman) $0 $130,545 $88,155
Don Athas (Trustee) $0 $114,551 $83,903
Josh Garner (Trustee) $0 $103,715 $92,459
Scott Bartz (Trustee) $0 $103,153 $82,491
Brad Kalcic (Trustee) $0 $93,700 $87,050
Scott Knocke (Trustee) $0 $91,734 $77,914
Craig Wagner (Trustee) $0 $82,139 $78,790
Robert Jossart (Secretary/Treasurer) $0 $0 $0
Ryan Stern (Trustee) $0 $0 $0
David Aldag (Trustee (Through Sept)) $0 $0 $0
Kenneth Groeschel Jr (Trustee) $0 $0 $0
Tim Braun (Trustee (Through April)) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecke (Trustee) $0 $0 $0
Jan Green (Trustee) $0 $0 $0
Jack Schirpke (Trustee) $0 $0 $0
Jonathan Kowalski (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,216,823
Expenses
$42,105,732
Net Income
-$3,888,909
Net Assets
$15,112,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,886,591
96.5%
Investment Income $937,278
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $339,540
0.9%
Net Inventory Sales $0
Other Revenue $53,414
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,251,540
Total Liabilities $28,138,949
Net Assets $15,112,591
Compensation
Key Employees and Officers Compensation Related Other
Scott Bartz (Trustee) $0 $95,223 $61,308
Mike Mooney (Chairman) $0 $108,433 $56,319
Don Athas (Trustee) $0 $103,633 $53,520
Craig Wagner (Trustee) $0 $75,612 $56,595
Lauri Rollings (Trustee) $0 $0 $0
Ryan Stern (Trustee) $0 $0 $0
Patrick Landgraf (Former Secretary/Treasurer) $0 $120,093 $49,850
David Aldag (Trustee) $0 $0 $0
Kenneth Groeschel Jr (Trustee) $0 $0 $0
Robert Jossart (Secretary/Treasurer) $0 $0 $0
Tim Braun (Trustee) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecke (Trustee) $0 $0 $0
Scott Knocke (Trustee) $0 $44,606 $51,628
Jan Green (Trustee) $0 $0 $0
Brad Kalcic (Trustee) $0 $0 $10,257
Josh Garner (Trustee) $0 $83,601 $65,798

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,510,052
Expenses
$37,830,004
Net Income
-$319,952
Net Assets
$20,533,685
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,574,127
94.8%
Investment Income $882,950
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $840,019
2.2%
Net Inventory Sales $0
Other Revenue $212,956
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $45,750,294
Total Liabilities $25,216,609
Net Assets $20,533,685
Compensation
Key Employees and Officers Compensation Related Other
Scott Bartz (Trustee) $0 $93,078 $58,865
Keith Kemper (Trustee) $0 $85,218 $65,065
Mike Mooney (Trustee) $0 $105,198 $53,551
Don Athas (Trustee) $0 $100,568 $51,223
Craig Wagner (Trustee) $0 $75,894 $54,083
Lauri Rollings (Trustee) $0 $0 $0
Ryan Stern (Trustee) $0 $0 $0
Patrick Landgraf (Secretary/Treasurer) $0 $115,794 $53,315
David Aldag (Trustee) $0 $0 $0
Kenneth Groeschel Jr (Trustee) $0 $0 $0
Robert Jossart (Chairman) $0 $0 $0
Tim Braun (Trustee) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecke (Trustee) $0 $0 $0
Scott Knocke (Trustee) $0 $4,594 $6,782
Jan Green (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,184,104
Expenses
$36,097,705
Net Income
-$2,913,601
Net Assets
$20,063,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,085,780
96.7%
Investment Income $928,072
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $128,748
0.4%
Net Inventory Sales $0
Other Revenue $41,504
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,510,061
Total Liabilities $24,446,470
Net Assets $20,063,591
Compensation
Key Employees and Officers Compensation Related Other
Scott Bartz (Trustee) $0 $92,153 $56,423
Roger Jackson (Trustee) $0 $79,222 $49,421
Mike Mooney (Trustee) $0 $102,204 $50,830
Keith Kemper (Trustee) $0 $84,408 $62,669
Craig Warner (Trustee) $0 $78,535 $51,372
Brian Billman (Trustee) $0 $84,482 $46,990
Ryan Stern (Trustee) $0 $0 $0
Patrick Landgraf (Secretary/Treasurer) $0 $111,685 $51,262
David Aldag (Trustee) $0 $0 $0
Kenneth Groeschel (Trustee) $0 $0 $0
Robert Jossart (Chairman) $0 $0 $0
Tim Braun (Trustee) $0 $0 $0
Richard Northrup (Trustee) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecke (Trustee) $0 $0 $0
Lauri Rollings (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,020,155
Expenses
$34,646,071
Net Income
-$2,625,916
Net Assets
$22,259,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,208,115
97.5%
Investment Income $936,601
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$158,565
Net Inventory Sales $0
Other Revenue $34,004
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,330,166
Total Liabilities $22,070,468
Net Assets $22,259,698
Compensation
Key Employees and Officers Compensation Related Other
Scott Bartz (Trustee) $0 $88,920 $53,846
Roger Jackson (Trustee) $0 $76,673 $47,095
Mike Mooney (Trustee) $0 $97,359 $48,701
Keith Kemper (Trustee) $0 $82,272 $60,815
Craig Warner (Trustee) $0 $75,805 $48,903
Brian Billman (Trustee) $0 $81,365 $45,498
Ryan Stern (Trustee) $0 $0 $0
Patrick Landgraf (Secretary/Treasurer) $0 $107,976 $49,634
David Aldag (Trustee) $0 $0 $0
Kenneth Groeschel (Trustee) $0 $0 $0
Robert Jossart (Chairman) $0 $0 $0
Tim Braun (Trustee) $0 $0 $0
Richard Northrup (Trustee) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecke (Trustee) $0 $0 $0
Lauri Rollings (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,752,474
Expenses
$33,992,854
Net Income
-$1,240,380
Net Assets
$25,534,108
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,448,287
96.0%
Investment Income $999,477
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $241,353
0.7%
Net Inventory Sales $0
Other Revenue $63,357
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $46,135,607
Total Liabilities $20,601,499
Net Assets $25,534,108
Compensation
Key Employees and Officers Compensation Related Other
Scott Bartz (Trustee) $0 $87,710 $51,755
Roger Jackson (Trustee) $0 $76,226 $44,925
Mike Mooney (Trustee) $0 $93,080 $46,521
Keith Kemper (Trustee) $0 $81,462 $58,413
Craig Warner (Trustee) $0 $75,158 $46,727
Brian Billman (Trustee) $0 $80,509 $44,182
Ryan Stern (Trustee) $0 $0 $0
Patrick Landgraf (Secretary/Treasurer) $0 $109,171 $48,198
David Aldag (Trustee) $0 $0 $0
Kenneth Groeschel (Trustee) $0 $0 $0
Robert Jossart (Chairman) $0 $0 $0
Tim Braun (Trustee) $0 $0 $0
Richard Northrup (Trustee) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecke (Trustee) $0 $0 $0
Lauri Rollings (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,992,654
Expenses
$31,016,610
Net Income
-$23,956
Net Assets
$26,170,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,359,877
94.7%
Investment Income $1,040,662
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $549,128
1.8%
Net Inventory Sales $0
Other Revenue $42,987
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,970,820
Total Liabilities $17,800,058
Net Assets $26,170,762
Compensation
Key Employees and Officers Compensation Related Other
Scott Bartz (Trustee) $0 $42,070 $50,015
Roger Jackson (Trustee) $0 $76,982 $43,541
Mike Mooney (Trustee) $0 $93,125 $42,900
Keith Kemper (Trustee) $0 $82,486 $56,811
Craig Warner (Trustee) $0 $75,670 $45,303
Brian Billman (Trustee) $0 $80,610 $43,129
Ryan Stern (Trustee) $0 $0 $0
Patrick Landgraf (Secretary/Treasurer) $0 $109,548 $50,292
David Aldag (Trustee) $0 $0 $0
Kenneth Groeschel (Trustee) $0 $0 $0
Robert Jossart (Chairman) $0 $0 $0
Tim Braun (Trustee) $0 $0 $0
Richard Northrup (Trustee) $0 $0 $0
Kendall Richards (Trustee) $0 $0 $0
Jeffrey Gaecke (Trustee) $0 $0 $0
Lauri Rollings (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,655,009
Expenses
$30,898,411
Net Income
-$3,243,402
Net Assets
$26,029,619
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,224,587
94.8%
Investment Income $1,106,314
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $242,086
0.9%
Net Inventory Sales $0
Other Revenue $82,022
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,060,741
Total Liabilities $15,031,122
Net Assets $26,029,619

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,262,507
Expenses
$29,560,440
Net Income
-$2,297,933
Net Assets
$28,264,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,255,984
92.6%
Investment Income $1,311,119
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $584,586
2.1%
Net Inventory Sales $0
Other Revenue $110,818
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,150,316
Total Liabilities $14,885,668
Net Assets $28,264,648

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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