Civic Intelligence

Sheet Metal Workers L17 Training Fund

EIN 02-0303557 • 501(c)5 • Wallingford, CT

Profile

The fund was established for the purpose of financing training & related programs for eligible trainees, apprentice sheet metal workers and journeymen sheet metal workers

8 Fairfield Blvd 105Wallingford, CT 06492

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.13x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

13th percentile

-12%

Higher net margin than 13% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

4.2%

Faster asset growth than 51% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-7.5%

Faster revenue growth than 18% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$894,978

Up $36,232 (+4.2%) from 2023

Liabilities

Down

$13,171

Down $29,963 (-69%) from 2023

Net Assets

Up

$881,807

Up $66,195 (+8.1%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin13th percentile

Revenue

Down

$103,157

Down $8,328 (-7.5%) from 2023

Expenses

Down

$115,091

Down $17,403 (-13%) from 2023

Net Income

Up

-$11,934

Up $9,075 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $424,710Liabilities 2011: $02011Assets 2012: $403,919Liabilities 2012: $1,854Net Assets 2012: $402,0652012Assets 2013: $505,508Liabilities 2013: $11,892Net Assets 2013: $493,6162013Assets 2014: $571,058Liabilities 2014: $1,074Net Assets 2014: $569,9842014Assets 2015: $593,789Liabilities 2015: $1,979Net Assets 2015: $591,8102015Assets 2016: $625,343Liabilities 2016: $169Net Assets 2016: $625,1742016Assets 2017: $686,823Liabilities 2017: $879Net Assets 2017: $685,9442017Assets 2018: $628,864Liabilities 2018: $2,081Net Assets 2018: $626,7832018Assets 2019: $715,924Liabilities 2019: $884Net Assets 2019: $715,0402019Assets 2020: $805,042Liabilities 2020: $1,845Net Assets 2020: $803,1972020Assets 2021: $886,975Liabilities 2021: $3,773Net Assets 2021: $883,2022021Assets 2022: $819,842Liabilities 2022: $73,491Net Assets 2022: $746,3512022Assets 2023: $858,746Liabilities 2023: $43,134Net Assets 2023: $815,6122023Assets 2024: $894,978Liabilities 2024: $13,171Net Assets 2024: $881,8072024

Highlighted filing

2024

Assets$894,978
Liabilities$13,171
Net Assets$881,807
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $141,938Expenses 2011: $92,567Net Income 2011: $49,3712011Revenue 2012: $123,926Expenses 2012: $128,957Net Income 2012: -$5,0312012Revenue 2013: $156,588Expenses 2013: $108,954Net Income 2013: $47,6342013Revenue 2014: $178,451Expenses 2014: $99,954Net Income 2014: $78,4972014Revenue 2015: $162,493Expenses 2015: $92,903Net Income 2015: $69,5902015Revenue 2016: $144,054Expenses 2016: $110,210Net Income 2016: $33,8442016Revenue 2017: $122,496Expenses 2017: $112,241Net Income 2017: $10,2552017Revenue 2018: $142,475Expenses 2018: $106,451Net Income 2018: $36,0242018Revenue 2019: $150,159Expenses 2019: $126,012Net Income 2019: $24,1472019Revenue 2020: $134,783Expenses 2020: $106,869Net Income 2020: $27,9142020Revenue 2021: $234,832Expenses 2021: $120,154Net Income 2021: $114,6782021Revenue 2022: $182,708Expenses 2022: $107,961Net Income 2022: $74,7472022Revenue 2023: $111,485Expenses 2023: $132,494Net Income 2023: -$21,0092023Revenue 2024: $103,157Expenses 2024: $115,091Net Income 2024: -$11,9342024

Highlighted filing

2024

Revenue$103,157
Expenses$115,091
Net Income-$11,934
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$894,978
Liabilities
$13,171
Net assets
$881,807
Revenue
$103,157
Expenses
$115,091
Net income
-$11,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.95$0.13$8.82$1.03$1.15$0.12
2023Detailed filing. Detailed filing data is available for this year.$8.59$0.43$8.16$1.11$1.32$0.21
2022Detailed filing. Detailed filing data is available for this year.$8.20$0.73$7.46$1.83$1.08$0.75
2021Detailed filing. Detailed filing data is available for this year.$8.87$0.04$8.83$2.35$1.20$1.15
2020Detailed filing. Detailed filing data is available for this year.$8.05$0.02$8.03$1.35$1.07$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.16$0.01$7.15$1.50$1.26$0.24
2018Detailed filing. Detailed filing data is available for this year.$6.29$0.02$6.27$1.42$1.06$0.36
2017Detailed filing. Detailed filing data is available for this year.$6.87$0.01$6.86$1.22$1.12$0.10
2016Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$1.44$1.10$0.34
2015Detailed filing. Detailed filing data is available for this year.$5.94$0.02$5.92$1.62$0.93$0.70
2014Detailed filing. Detailed filing data is available for this year.$5.71$0.01$5.70$1.78$1.00$0.78
2013Detailed filing. Detailed filing data is available for this year.$5.06$0.12$4.94$1.57$1.09$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.02$4.02$1.24$1.29$0.05
2011Summary only. Only limited summary data is available for this year.$4.25$0.00$1.42$0.93$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$118,750
Mission and Program Overview

Mission

The fund was established for the purpose of financing training & related programs for eligible trainees, apprentice sheet metal workers and journeymen sheet metal workers

The fund was established for the purpose of financing training & related programs for eligible trainees, apprentice sheet metal workers and journeymen sheet metal workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$815,612$881,807▲ $66,195
Investments in Publicly Traded Securities$802,970$825,522▲ $22,552
Savings and Temporary Cash Investments-$31,426-
Cash and Non-Interest-Bearing Accounts$9,631$17,384▲ $7,753
Intangible Assets$38,796$13,000▼ $25,796
Accounts Receivable$7,222$7,519▲ $297
Prepaid Expenses and Deferred Charges$127$127→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$858,746$894,978▲ $36,232
Liabilities
Other Liabilities$39,519$13,171▼ $26,348
Accounts Payable and Accrued Expenses$3,615$0▼ $3,615
Total Liabilities$43,134$13,171▼ $29,963
Net Assets / Fund Balance
Total Net Assets Fund Balance$815,612$881,807▲ $66,195
Total Liabilities and Net Assets / Fund Balance$858,746$894,978▲ $36,232

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$15,423$15,423
Buildings$0$14,227$14,227
Other Land Buildings$0$9,453$9,453
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Craig DanbyTrustee
Dj BlouinTrustee
Frank SwettTrustee
George DevonTrustee
John Hudon JrTrustee
Patrick BoonTrustee
Robert BlakesleeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$90,270
Investment Income
$12,887
Other Revenue
$0
Change in Net Assets
$-11,934

Audited Revenue Reconciliation

Revenue per Audited Statements
$94,728
Revenue Not Reported on Financial Statements
$8,429
Revenue Not Reported on Form 990
$74,520
Total Revenue per Audited Statements
$169,248
Total Revenue per Form 990
$103,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,071
Salaries, Compensation, and Employee Benefits$55,020
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$50,827
Occupancy---$26,056
Fees for Services Other---$9,096
Fees for Service Investment Mgmnt Fees---$8,429
Office Expenses---$6,398
Payroll Taxes---$4,193
Insurance---$2,903
Other Expenses---$225
Total Functional Expenses$0$0$0$115,091

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$115,091
Expenses per Audited Statements$106,662
Total Expenses per Audited Statements$106,662
Expenses Not Reported on Financial Statements$8,429
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Payable$13,171
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - form 990 was provided to the organization's governing board via paper copy or email. The form 990 was reviewed by the trustee signing the return and legal counsel prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“In accordance with the organization's policy, individuals have a continuous obligation to disclose potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, instruments under which the organization is operated or established, and financial statements are available upon request, to participants, employers, and others in accordance with government regulations, but are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers L17 Training Fund
EIN
02-0303557
Phone
2032697741
Address
8 FAIRFIELD BLVD 105, WALLINGFORD, CT 06492

Signing Officer

Name
Patrick Boon
Title
Trustee
Phone
2032697741
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Boon
Formed
2003
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
0
Employees
8
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for the oversight of the audit as well as the selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Management is required to evaluate tax positions taken by the trust and to recognize a tax liability if the trust has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the trust.”

Raw XML Appendix337 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.

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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0815612
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0881807
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031426
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt014227
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014227
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015423
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015423
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08429
IRS990ScheduleD/ExpensesSubtotalAmt0106662
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08429
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08429
IRS990ScheduleD/NetUnrealizedGainsInvstAmt074520
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09453
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09453
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013171
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt074520
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08429
IRS990ScheduleD/RevenueSubtotalAmt094728
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND TO RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE TRUST.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0115091
IRS990ScheduleD/TotalLiabilityAmt013171
IRS990ScheduleD/TotalRevenuePerForm990Amt0103157
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0169248
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0106662
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD VIA PAPER COPY OR EMAIL. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN AND LEGAL COUNSEL PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN ACCORDANCE WITH THE ORGANIZATION'S POLICY, INDIVIDUALS HAVE A CONTINUOUS OBLIGATION TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH GOVERNMENT REGULATIONS, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0858746
IRS990/TotalAssetsEOYAmt0894978
IRS990/TotalAssetsGrp/BOYAmt0858746
IRS990/TotalAssetsGrp/EOYAmt0894978
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115091
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043134
IRS990/TotalLiabilitiesEOYAmt013171
IRS990/TotalLiabilitiesGrp/BOYAmt043134
IRS990/TotalLiabilitiesGrp/EOYAmt013171
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0815612
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0881807
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt090270
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012887
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt090270
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0103157
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0858746
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0894978
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08 FAIRFIELD BLVD 105
IRS990/USAddress/CityNm0WALLINGFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006492
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK BOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032697741
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS L17 TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0020303557
ReturnHeader/Filer/PhoneNum02032697741
ReturnHeader/Filer/USAddress/AddressLine1Txt08 FAIRFIELD BLVD 105
ReturnHeader/Filer/USAddress/CityNm0WALLINGFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 MONUMENT RD 5TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02025-11-13T13:39:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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