MECHANICAL CONTRACTORS ASSOCIATION OF WISCONSIN: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: MECHANICAL CONTRACTORS ASSOCIATION OF WISCONSIN (EIN 39-6062015)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-11-10
IRS object ID: 201603159349303050
Schema version: 2015v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-11-10T13:57:32-06:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Baker Tilly Virchow Krause LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2201 E Enterprise Ave	AddressLine1Txt
City	Appleton	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	549122459	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	396062015	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Mechanical Contractors Association	BusinessNameLine1Txt
Business Name Line2	of Wisconsin	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MECH	BusinessNameControlTxt
Phone	9207343148	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3315 N Ballard Rd No D	AddressLine1Txt
City	Appleton	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	549118988	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Jeff Gaecke	PersonNm
Person Title	Vice President	PersonTitleTxt
Phone	9207343148	PhoneNum
Signature	2016-10-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	John D Krause CPA	PreparerPersonNm
PTIN	P00035777	PTIN
Phone	9207337385	PhoneNum
Preparation	2016-09-29	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Jeff Gaecke	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3315 N Ballard Rd No D	AddressLine1Txt
City	Appleton	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	549118988	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$222,581	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1945	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	PROMOTION AND ADVANCEMENT OF THE MECHANICAL CONSTRUCTION INDUSTRY THROUGHOUT WISCONSIN	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	10	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$215,258	PYProgramServiceRevenueAmt
CY Program Service Revenue	$222,581	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$215,258	PYTotalRevenueAmt
CY Total Revenue	$222,581	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$206,513	PYOtherExpensesAmt
CY Other Expenses	$257,083	CYOtherExpensesAmt
PY Total Expenses	$206,513	PYTotalExpensesAmt
CY Total Expenses	$257,083	CYTotalExpensesAmt
PY Revenues Less Expenses	$8,745	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$34,502	CYRevenuesLessExpensesAmt
Total Assets BOY	$280,850	TotalAssetsBOYAmt
Total Assets EOY	$246,348	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$280,850	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$246,348	NetAssetsOrFundBalancesEOYAmt
Mission	PROMOTION AND ADVANCEMENT OF THE MECHANICAL CONSTRUCTION INDUSTRY THROUGHOUT WISCONSIN	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	TO PROMOTE AND ADVANCE THE MECHANICAL AND SHEET METAL INDUSTRIES	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (1)	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Jeff Gaecke	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9207343148	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3315 N BALLARD RD SUITE D	AddressLine1Txt
City	Appleton	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	549118988	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
Robert Fischer
Board MEMBER	1.00	Yes (X)	$0	$0	$0
Jim Colwell
President	1.00	Yes (X)	$0	$0	$0	Yes (X)
David Orr
Vice President	1.00	Yes (X)	$0	$0	$0	Yes (X)
Kim Bassett-Heitzmann
Secretary/Treasurer	1.00	Yes (X)	$0	$0	$0
Mike Christensen
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
Chuck Falch
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
Gail Gerhardt
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
David Seitz
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
Mike Sturdivant
bOARD MEMBER	1.00	Yes (X)	$0	$0	$0
ED TONN
bOARD MEMBER	1.00	Yes (X)	$0	$0	$0
Jeff Gaecke
Executive Vice President	12.50	Yes (X)	$0	$31,750	$0	Yes (X)
John Trottier
Board MEMBER	1.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$31,750	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES	900099	$219,836	$219,836
Conferences/Market Stu	900099	$2,745	$2,745

Field	Value	IRS element (for citing)
Total Program Service Revenue	$222,581	TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$222,581	TotalRevenueColumnAmt
Related Or Exempt Func Income	$222,581	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$31,750	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$5,200	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$44,500	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,212	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$11,318	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,511	TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt
DRUG TESTING	$159,507
MISCELLANEOUS	$785
Dues	$300

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$257,083	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$280,850	BOYAmt
EOY	$246,348	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$280,850	BOYAmt
EOY	$246,348	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$280,850	BOYAmt
EOY	$246,348	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$280,850	BOYAmt
EOY	$246,348	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$280,850	BOYAmt
EOY	$246,348	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$34,502	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	0	SubstantiallyAllDuesNondedInd
Only In House Lobbying	Yes (1)	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	0	AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$248,081	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	$25,500	OtherRevenueAmt
Revenue Not Reported	$25,500	RevenueNotReportedAmt
Revenue Subtotal	$222,581	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$222,581	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$282,583	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$25,500	OtherExpensesIncludedAmt
Expenses Not Reported	$25,500	ExpensesNotReportedAmt
Expenses Subtotal	$257,083	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$257,083	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part X, Line 2:	The Association is exempt from income taxes under section 501(c)(6) of the Internal Revenue Code and corresponding provisions of state law and, accordingly, is not subject to federal or state income taxes.
Part XI, Line 2d - Other Adjustments:	Drug Administration Fee Income - $25,500
Part XII, Line 2d - Other Adjustments:	DRUG PROGRAM ADMINISTRATION FEE PAYMENT - $25,500

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Jeff Gaecke- Organization Management Services Inc (OMS)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	Jeff - Executive Director of organization and 100% shareholder of OMS	RelationshipDescriptionTxt
Transaction	$31,750	TransactionAmt
Transaction	OMS provides management services as indicated in explanation of Form 990, Part VI, Section A, Line 3. See Schedule O for expanded explanation. The amount of the transaction is included in line 11a of Part IX on Form 990.	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 3	The company 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 Director 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.
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	See Section A, Line 6 above.
Form 990, Part VI, Section B, line 11	Jeff Gaecke, EXECUTIVE VICE PRESIDENT, REVIEWS, SIGNS AND THEN MAILS THE FORM 990 FOR FILING.
Form 990, Part VI, Section B, line 12c	All actual and potential conflicts of interests are 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 Comittee then make 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 2c:	ORGANIZATION MANAGEMENT SERVICES, INC. (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.