Civic Intelligence

Sheet Metal Workers Local 17 Nh Training Fund

990 • Fiscal year 2013 • EIN 02-0303557

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 17, 2014

Organization ProfileN/A
10 Technology DriveWallingford, CT 06492

(203) 269-7741

Siviq Scores

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

Liabilities / Assets

60th percentile

0.02x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.08x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Net Margin

93rd percentile

30%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$15,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Asset Growth

88th percentile

25%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

91st percentile

26%

Faster revenue growth than 91% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$505,508

Up $101,589 (+25%) from 2012

Net Assets

Up

$493,616

Up $91,551 (+23%) from 2012

Liabilities

Up

$11,892

Up $10,038 (+541%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin93rd percentile

Revenue

Up

$156,588

Up $32,662 (+26%) from 2012

Expenses

Down

$108,954

Down $20,003 (-16%) from 2012

Net Income

Up

$47,634

Up $52,665 (+1047%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2013

Assets$505,508
Liabilities$11,892
Net Assets$493,616
Open 2013 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$156,588
Expenses$108,954
Net Income$47,634
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 17, 2014
Return Version
2013v3.1
Gross Receipts
$156,588
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$402,065$493,616▲ $91,551
Investments in Publicly Traded Securities$351,046$388,571▲ $37,525
Savings and Temporary Cash Investments$28,610$93,275▲ $64,665
Accounts Receivable$11,239$13,724▲ $2,485
Land, Buildings, and Equipment, Net$13,024$9,811▼ $3,213
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$403,919$505,508▲ $101,589
Other Assets Total-$127-
Liabilities
Accounts Payable and Accrued Expenses$1,854$11,892▲ $10,038
Total Liabilities$1,854$11,892▲ $10,038
Net Assets / Fund Balance
Total Net Assets Fund Balance$402,065$493,616▲ $91,551
Total Liabilities and Net Assets / Fund Balance$403,919$505,508▲ $101,589

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,697$15,646-
Leasehold Improvements$7,114$7,113-
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maurice GingrasTraining Program CoordinatorPT$15,000$15,000

Board Members and Trustees

NameTitle
George DevonTrustee
Joe CullenTrustee
John Hudon JrTrustee
Patrick BoonTrustee
Skip CreamerTrustee
Wendy FerreiraTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$141,291
Investment Income
$15,297
Other Revenue
$0
Change in Net Assets
$47,634

Audited Revenue Reconciliation

Revenue per Audited Statements
$156,588
Total Revenue per Audited Statements
$156,588
Total Revenue per Form 990
$156,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,044
Salaries, Compensation, and Employee Benefits$43,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$24,859
Fees for Services Legal---$17,672
Current Officers, Directors, Trustees, and Key Employees---$15,000
Fees for Services Accounting---$13,620
Occupancy---$10,800
Fees for Services Other---$7,640
Payroll Taxes---$4,051
Depreciation Depletion---$3,213
Conferences and Meetings---$3,036
Insurance---$2,659
Fees for Service Investment Mgmnt Fees---$2,318
Office Expenses---$1,277
Other Expenses---$126
All Other Expenses---$60
Total Functional Expenses$0$0$0$108,954

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$108,954
Total Expenses per Audited Statements$108,954
Total Expenses per Form 990$108,954
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Line 11B: Form 990 Review Process

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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

EIN
02-0303557
Phone
2032697741

Signing Officer

Name
Patrick Boon
Title
Trustee
Signed
2014-09-17
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
6
Independent Board Members
6
Employees
7

Preparer

Preparer
Gerard J Frame CPA
Phone
8606631190
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“There are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in process. Management believes it is no longer subject to income tax examinations for years prior to December 31, 2010.”

Raw XML Appendix346 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0There are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in process. Management believes it is no longer subject to income tax examinations for years prior to December 31, 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09811
IRS990ScheduleD/TotalExpensesPerForm990Amt0108954
IRS990ScheduleD/TotalRevenuePerForm990Amt0156588
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0156588
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0108954
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 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/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0403919
IRS990/TotalAssetsEOYAmt0505508
IRS990/TotalAssetsGrp/BOYAmt0403919
IRS990/TotalAssetsGrp/EOYAmt0505508
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108954
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01854
IRS990/TotalLiabilitiesEOYAmt011892
IRS990/TotalLiabilitiesGrp/BOYAmt01854
IRS990/TotalLiabilitiesGrp/EOYAmt011892
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0402065
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0493616
IRS990/TotalProgramServiceRevenueAmt0141291
IRS990/TotalReportableCompFromOrgAmt015000
IRS990/TotalRevenueGrp/ExclusionAmt015297
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0141291
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156588
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0403919
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0505508
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Boon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10Sheet Metal Workers L17 Training Fund
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0020303557
ReturnHeader/Filer/PhoneNum02032697741
ReturnHeader/Filer/USAddress/AddressLine1010 Technology Drive
ReturnHeader/Filer/USAddress/City0Wallingford
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Buckley Frame Boudreau & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10255 Route 80 - PO Box 698
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Killingworth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006419
ReturnHeader/PreparerPersonGrp/PhoneNum08606631190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerard J Frame CPA
ReturnHeader/ReturnTs02014-09-17T12:10:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$505,508
Liabilities
$11,892
Net assets
$493,616
Revenue
$156,588
Expenses
$108,954
Net income
$47,634
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