WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND

EIN: 351638874

WAUKESHA, WI

Total Revenue
$53,116,013
Total Expenses
$49,016,271
Total Assets
$53,164,692
Net Assets
$10,617,751
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
WI
Principal Officer
ROBERT JOSSART
Phone
2627981838
Tax Period
2023-01-01 to 2023-12-31

WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND, founded in 1985, is a mid-sized nonprofit that reported $53.1M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $49.0M left a modest 8% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $52,674,102
Investment Income $291,729
Other Revenue $150,182
TOTAL REVENUE $53,116,013

Expense Breakdown

Grants Paid $0
Salaries & Benefits $49,769
Fundraising Expenses $0
Other Expenses $6,584,004
TOTAL EXPENSES $49,016,271

Year-over-Year Comparison

2023 2022 Change
Revenue $53,116,013 $45,547,011 +0.2%
Expenses $49,016,271 $48,286,132 +0.0%
Net Income $4,099,742 $-2,739,121 -2.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
7
Employees
130
Volunteers
9

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$219,210
Total Directors
16
$1,334,250
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT KNOCKE SECRETARY 1.00
Officer Director
$150,857 $68,353 $219,210
BRAD KALCIC TRUSTEE 1.00
Director
$119,564 $83,904 $203,468
STEUART WILSON TRUSTEE 1.00
Director
$134,279 $60,739 $195,018
SCOTT BARTZ TRUSTEE 1.00
Director
$118,593 $73,722 $192,315
MATT VAN DER PUY TRUSTEE 1.00
Director
$102,370 $66,341 $168,711
CRAIG WAGNER TRUSTEE 1.00
Director
$96,267 $71,885 $168,152
MICHAEL THOMAS TRUSTEE 1.00
Director
$107,120 $80,256 $187,376
ROBERT JOSSART CHAIRMAN 1.00
Officer Director
$0 $0 $0
DAVID ALDAG TRUSTEE 1.00
Director
$0 $0 $0
JAN GREEN TRUSTEE 1.00
Director
$0 $0 $0
KENNETH GROESCHEL JR TRUSTEE 1.00
Director
$0 $0 $0
JACK SCHIRPKE TRUSTEE 1.00
Director
$0 $0 $0
JONATHAN KOWALSKI TRUSTEE 1.00
Director
$0 $0 $0
ROB WEISE TRUSTEE 1.00
Director
$0 $0 $0
JEFFREY GAECKE TRUSTEE 1.00
Director
$0 $0 $0
BRANDON LANGENFELD TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $53,116,013 $49,016,271 $53,164,692 $4,099,742
2022 $45,547,011 $48,286,132 $43,109,176 $-2,739,121
2021 $44,027,701 $45,617,477 $44,518,635 $-1,589,776
2020 $39,631,339 $39,748,892 $47,524,001 $-117,553
2019 $39,060,206 $42,266,193 $44,173,681 $-3,205,987
2018 $38,216,823 $42,105,732 $43,251,540 $-3,888,909
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