Civic Intelligence

Sheet Mental Workers Local 545 Training Fund

990EZ • Fiscal year 2014 • EIN 01-0352616

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 17, 2014

19 Enterprise StreetLewiston, ME 04240

(207) 576-6056

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

9.9%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$27,243

Up $6,537 (+32%) from 2013

Net Assets

$27,243

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$39,044

Up $3,532 (+9.9%) from 2013

Expenses

Down

$32,507

Down $1,524 (-4.5%) from 2013

Net Income

Up

$6,537

Up $5,056 (+341%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $20,882Liabilities 2011: $02011Assets 2012: $19,225Liabilities 2012: $02012Assets 2013: $20,706Liabilities 2013: $02013Assets 2014: $27,243Liabilities 2014: $0Net Assets 2014: $27,2432014Assets 2015: $22,124Liabilities 2015: $0Net Assets 2015: $22,1242015Assets 2016: $17,933Liabilities 2016: $0Net Assets 2016: $17,9332016Assets 2017: $12,799Liabilities 2017: $0Net Assets 2017: $12,7992017Assets 2018: $22,107Liabilities 2018: $0Net Assets 2018: $22,1072018Assets 2019: $23,263Liabilities 2019: $0Net Assets 2019: $23,2632019Assets 2020: $23,847Liabilities 2020: $0Net Assets 2020: $23,8472020Assets 2021: $40,840Liabilities 2021: $0Net Assets 2021: $40,8402021Assets 2022: $55,546Liabilities 2022: $0Net Assets 2022: $55,5462022Assets 2023: $53,826Liabilities 2023: $0Net Assets 2023: $53,8262023Assets 2024: $61,444Liabilities 2024: $0Net Assets 2024: $61,4442024

Highlighted filing

2014

Assets$27,243
Liabilities$0
Net Assets$27,243

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $35,571Expenses 2011: $31,738Net Income 2011: $3,8332011Revenue 2012: $33,959Expenses 2012: $35,616Net Income 2012: -$1,6572012Revenue 2013: $35,512Expenses 2013: $34,031Net Income 2013: $1,4812013Revenue 2014: $39,044Expenses 2014: $32,507Net Income 2014: $6,5372014Revenue 2015: $30,610Expenses 2015: $35,729Net Income 2015: -$5,1192015Revenue 2016: $29,451Expenses 2016: $33,642Net Income 2016: -$4,1912016Revenue 2017: $23,737Expenses 2017: $28,871Net Income 2017: -$5,1342017Revenue 2018: $44,138Expenses 2018: $34,830Net Income 2018: $9,3082018Revenue 2019: $32,337Expenses 2019: $31,181Net Income 2019: $1,1562019Revenue 2020: $33,807Expenses 2020: $33,223Net Income 2020: $5842020Revenue 2021: $34,595Expenses 2021: $17,602Net Income 2021: $16,9932021Revenue 2022: $37,671Expenses 2022: $22,965Net Income 2022: $14,7062022Revenue 2023: $41,110Expenses 2023: $42,830Net Income 2023: -$1,7202023Revenue 2024: $57,317Expenses 2024: $49,699Net Income 2024: $7,6182024

Highlighted filing

2014

Revenue$39,044
Expenses$32,507
Net Income$6,537
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 17, 2014
Return Version
2013v3.0
Gross Receipts
$39,044
Mission and Program Overview

Mission

To provide training and education to apprentice sheetmetal workers

Program Services

DescriptionGrantsExpenses
APPRENTICESHIP PRACTICE$0$32,507
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK JORDANTrustee-$0--
STEVE LEMIEUXTrustee-$0--
PETE MARTINTrustee-$0--
RICHARD FECTEAUTrustee-$0--
Filing and Contact Details

Filer

EIN
01-0352616
Phone
2075766056

Signing Officer

Name
Rick Fecteau
Title
Trustee
Phone
2075766056
Signed
2014-10-17
Discuss with paid preparer
Yes

Preparer

Preparer
Mark R Carrier CPA
Phone
2077860328
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: INTEREST ON SAVINGS. Amount: 47.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: INSURANCE. Amount: 2841. Description: PROGRAM EXPENSES. Amount: 1708. Description: OFFICE SUPPLIES. Amount: 238. Description: TEACHERS. Amount: 14384. Description: OTHER EXPENSES. Amount: 180. Total to Form 990-EZ, line 16: 19351.

Raw XML Appendix145 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10MICHAEL CARPENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum06033962926
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 811
IRS990EZ/BooksInCareOfDetail/USAddress/City0PELHAM
IRS990EZ/BooksInCareOfDetail/USAddress/State0NH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0030760811
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027243
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06537
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0965
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020706
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027243
IRS990EZ/GrossReceiptsAmt039044
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt047
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt038997
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020706
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027243
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020706
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027243
IRS990EZ/OccupancyRentUtltsAndMaintAmt012191
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE LEMIEUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETE MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD FECTEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019351
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TRAINING AND EDUCATION TO APPRENTICE SHEETMETAL WORKERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0APPRENTICESHIP PRACTICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032507
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd01
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032507
IRS990EZ/TotalProgramServiceExpensesAmt032507
IRS990EZ/TotalRevenueAmt039044
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL ADVERTISES IN LOCAL AND REGIONAL MEDIA AND CLEARLY STATES THAT THEY DO NOT DISCRIMINATE AND THAT LOCAL 17 IS AN EQUAL OPPORTUNITY EMPLOYER.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST ON SAVINGS. Amount: 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: INSURANCE. Amount: 2841. Description: PROGRAM EXPENSES. Amount: 1708. Description: OFFICE SUPPLIES. Amount: 238. Description: TEACHERS. Amount: 14384. Description: OTHER EXPENSES. Amount: 180. Total to Form 990-EZ, line 16: 19351.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK FECTEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02075766056
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHEET METAL WORKERS LOCAL 17
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRAINING FUND C/O RICK FECTEAU
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0010352616
ReturnHeader/Filer/PhoneNum02075766056
ReturnHeader/Filer/USAddress/AddressLine1019 ENTERPRISE STREET
ReturnHeader/Filer/USAddress/City0LEWISTON
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode004240
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010448675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10OUELLETTE & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101111 LISBON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LEWISTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode004240
ReturnHeader/PreparerPersonGrp/PhoneNum02077860328
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK R CARRIER CPA
ReturnHeader/ReturnTs02014-10-15T13:07:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.4$0.00$61.4$57.3$49.7$7.62
2023Detailed filing. Detailed filing data is available for this year.$53.8$0.00$53.8$41.1$42.8$1.72
2022Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$37.7$23.0$14.7
2021Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$34.6$17.6$17.0
2020Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$33.8$33.2$0.58
2019Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$32.3$31.2$1.16
2018Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$44.1$34.8$9.31
2017Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$23.7$28.9$5.13
2016Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$29.5$33.6$4.19
2015Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$30.6$35.7$5.12
2014Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$39.0$32.5$6.54
2013Summary only. Only limited summary data is available for this year.$20.7$0.00$35.5$34.0$1.48
2012Summary only. Only limited summary data is available for this year.$19.2$0.00$34.0$35.6$1.66
2011Summary only. Only limited summary data is available for this year.$20.9$0.00$35.6$31.7$3.83