2024-11-01T12:47:07-05:00 2023-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 396062015 MECHANICAL CONTRACTORS ASSOCIATION OF WISCONSIN INC MECH 9207343148 3315 N BALLARD RD D APPLETON WI 549118988 JEFF GAECKE EXECUTIVE VICE PRESIDENT 9207343418 2024-11-01 1 0 BRIDGETTE MUGGE P00671418 2627549400 2024-10-30 2023 2024-10-15 13:58:12Z JEFF GAECKE 3315 N BALLARD RD D APPLETON WI 549118988 296972 0 X N/A X 1945 WI PROMOTION AND ADVANCEMENT OF THE MECHANICAL CONSTRUCTION INDUSTRY THROUGHOUT WISCONSIN 10 10 0 10 0 0 0 0 271183 256057 4516 5014 0 0 275699 261071 0 0 0 0 0 0 0 0 0 263092 283257 263092 283257 12607 -22186 302992 288553 0 0 302992 288553 PROMOTION AND ADVANCEMENT OF THE MECHANICAL CONSTRUCTION INDUSTRY THROUGHOUT WISCONSIN. 0 0 TO PROMOTE AND ADVANCE THE MECHANICAL CONSTRUCTION INDUSTRY. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JEFF GAECKE 9207343148 3315 N BALLARD RD SUITE D APPLETON WI 549118988 X PAUL CHRISTENSEN PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER HOWALD VICE PRESIDENT 1.00 X X 0 0 0 JIM JARVIS SECRETARY/TREASURER 1.00 X X 0 0 0 BRAD WERLEIN BOARD MEMBER 1.00 X 0 0 0 ED TONN BOARD MEMBER 1.00 X 0 0 0 MATT BENNER BOARD MEMBER 1.00 X 0 0 0 MIKE ANDERSON BOARD MEMBER 1.00 X 0 0 0 JIM COLWELL BOARD MEMBER 1.00 X 0 0 0 KIM BASSETT BOARD MEMBER 1.00 X 0 0 0 CHAD BOWE BOARD MEMBER 1.00 X 0 0 0 JEFF GAECKE EXECUTIVE VICE PRESIDENT 12.50 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES 900099 255277 255277 CONFERENCE REIMBURSEME 900099 780 780 256057 6109 6109 34806 35901 -1095 -1095 -1095 261071 256057 0 5014 36000 50985 1167 6995 1734 11373 1569 DRUG TESTING 173243 MISCELLANEOUS 191 283257 137583 112199 2921 4412 162488 171942 302992 288553 0 0 X 302992 288553 302992 288553 302992 288553 -22186 7747 0 X X 0 1 X 1 0 1 0 0 0 X 267651 7747 7747 259904 1167 1167 261071 282090 0 282090 1167 1167 283257 PART X, LINE 2: THE ASSOCIATION IS A TAX-EXEMPT ENTITY UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE ASSOCIATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE ASSOCIATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. JEFF GAECKE - ORGANIZATION MANAGEME JEFF IS THE EXECUTIVE VP OF THE ASSOCIATION AND THE 100% SHAREHOLDER OF OMS 36000 ORGANIZATION MANAGEMENT INC. (OMS) IS OWNED 100% BY JEFF GAECKE. MECHANICAL CONTRACTORS ASSOCIATION OF WISCONSIN, INC. PAID $36,000 FOR MANAGEMENT SERVICES TO OMS. THE TYPE OF MANAGEMENT SERVICES ARE DISCUSSED ON SCHEDULE O. 0 FORM 990, PART VI, SECTION A, LINE 3 THE FUND CONTRACTS WITH ORGANIZATIONAL MANAGEMENT SERVICES, INC. ("OMS") FOR ADMINISTRATIVE AND MANAGEMENT SERVICES, INCLUDING, BUT NOT LIMITED TO, PROVIDING A STAFF MEMBER TO ACT AS EXECUTIVE VICE PRESIDENT OF THE ASSOCIATION, ESTABLISHING AND MAINTAINING THE BOOKS, GUIDING AND ASSISTING IN THE PREPARATION OF ANNUAL BUDGETS, AND PREPARING AND DISTRIBUTING FINANCIAL STATEMENTS TO THE BOARD OF DIRECTORS. EXECUTIVE VICE PRESIDENT, JEFF GAECKE, IS EMPLOYED BY OMS AND RECEIVES $36,000 AS COMPENSATION FOR HIS SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE THREE CLASSES OF MEMBERS: ACTIVE, ASSOCIATE, AND HONORARY WITH ONLY ACTIVE MEMBERS HAVING VOTING RIGHTS. THE PRESIDENT APPOINTS A NOMINATING COMMITTEE OF THREE ACTIVE MEMBERS IN GOOD STANDING WHO THEN PRESENTS A LIST OF NOMINEES FOR ELECTION TO THE BOARD OF DIRECTORS. NOMINATIONS MAY BE OFFERED FROM THE FLOOR BY ANY ACTIVE MEMBER OF GOOD STANDING AND, IF SO ORDERED, ELECTIONS FOR SUCH CONTESTED OFFICES SHALL BE HAD BY SECRET BALLOT - A MAJORITY OF THOSE VOTING BEING NECESSARY TO ELECT IN EACH CASE. THE BOARD OF DIRECTORS ELECTS THE OFFICERS. NO OTHER DECISIONS ARE APPROVED OR RATIFIED BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE THREE CLASSES OF MEMBERS: ACTIVE, ASSOCIATE, AND HONORARY WITH ONLY ACTIVE MEMBERS HAVING VOTING RIGHTS. THE PRESIDENT APPOINTS A NOMINATING COMMITTEE OF THREE ACTIVE MEMBERS IN GOOD STANDING WHO THEN PRESENTS A LIST OF NOMINEES FOR ELECTION TO THE BOARD OF DIRECTORS. NOMINATIONS MAY BE OFFERED FROM THE FLOOR BY ANY ACTIVE MEMBER OF GOOD STANDING AND, IF SO ORDERED, ELECTIONS FOR SUCH CONTESTED OFFICES SHALL BE HAD BY SECRET BALLOT - A MAJORITY OF THOSE VOTING BEING NECESSARY TO ELECT IN EACH CASE. THE BOARD OF DIRECTORS ELECTS THE OFFICERS. NO OTHER DECISIONS ARE APPROVED OR RATIFIED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE VICE PRESIDENT REVIEWS, SIGNS, AND THEN THE FORM 990 IS SUBMITTED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL AND POTENTIAL CONFLICTS OF INTERESTS AND DISCLOSED BY BOARD MEMBERS TO THE ASSOCIATION PRESIDENT AND/OR EXECUTIVE VICE PRESIDENT THROUGH THE ANNUAL DISCLOSURE FORM AND/OR WHENEVER A CONFLICT ARISES. THE ASSOCIATION EXECUTIVE COMMITTEE THEN MAKES A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE (IF ANY). THE EXECUTIVE COMMITTEE INFORMS THE BOARD OF THEIR DETERMINATION AND ACTION AND THE BOARD RETAINS THE RIGHT TO MODIFY OR REVERSE SUCH DETERMINATION AND ACTION. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO ALL MEETING ATTENDEES AND ARE ALSO MADE AVAILABLE TO ALL OTHERS UPON REQUEST. FORM 990, PART XII, LINE 1: THE ASSOCIATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. THIS METHOD HAS NOT CHANGED FROM THE PRIOR YEARS. FORM 990, PART XII, LINE 2C: OMS (SEE PART VI, SECTION A, LINE 3 ABOVE) ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.