Civic Intelligence

Sheet Metal Workers Local 17 Nh Training Fund

990 • Fiscal year 2016 • EIN 02-0303557

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 02, 2017

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

87th percentile

23%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$18,127

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Asset Growth

58th percentile

5.3%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-11%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$625,343

Up $31,554 (+5.3%) from 2015

Net Assets

Up

$625,174

Up $33,364 (+5.6%) from 2015

Liabilities

Down

$169

Down $1,810 (-91%) from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin87th percentile

Revenue

Down

$144,054

Down $18,439 (-11%) from 2015

Expenses

Up

$110,210

Up $17,307 (+19%) from 2015

Net Income

Down

$33,844

Down $35,746 (-51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2016

Assets$625,343
Liabilities$169
Net Assets$625,174
Open 2016 Filing

Operations Trend

Revenue Growth13th 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

2016

Revenue$144,054
Expenses$110,210
Net Income$33,844
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$398,454
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$591,810$625,174▲ $33,364
Investments in Publicly Traded Securities$431,544$543,719▲ $112,175
Cash and Non-Interest-Bearing Accounts$130,141$57,726▼ $72,415
Accounts Receivable$16,534$10,448▼ $6,086
Land, Buildings, and Equipment, Net$7,322$5,890▼ $1,432
Savings and Temporary Cash Investments$8,121$5,460▼ $2,661
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$593,789$625,343▲ $31,554
Other Assets Total$127$2,100▲ $1,973
Liabilities
Accounts Payable and Accrued Expenses$1,979$169▼ $1,810
Total Liabilities$1,979$169▼ $1,810
Net Assets / Fund Balance
Total Net Assets Fund Balance$591,810$625,174▲ $33,364
Total Liabilities and Net Assets / Fund Balance$593,789$625,343▲ $31,554

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,095$21,728-
Leasehold Improvements$3,795$10,432-
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maurice GingrasTraining Program CoordinatorPT$18,127$18,127

Board Members and Trustees

NameTitle
Frank SwettTrustee
George DevonTrustee
Joe CullenTrustee
John Hudon JrTrustee
Patrick BoonTrustee
Skip CreamerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$109,619
Investment Income
$34,435
Other Revenue
$0
Change in Net Assets
$33,844

Audited Revenue Reconciliation

Revenue per Audited Statements
$144,054
Total Revenue per Audited Statements
$144,054
Total Revenue per Form 990
$144,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,565
Salaries, Compensation, and Employee Benefits$39,645
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$21,600
Other Salaries and Wages---$18,536
Current Officers, Directors, Trustees, and Key Employees---$18,127
Fees for Services Other---$8,335
Fees for Services Accounting---$5,604
Fees for Service Investment Mgmnt Fees---$4,443
Payroll Taxes---$2,982
Insurance---$2,117
Office Expenses---$1,921
Travel---$1,744
Fees for Services Legal---$1,673
Depreciation Depletion---$1,432
Other Expenses---$976
Advertising---$231
Total Functional Expenses$0$0$0$110,210

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$110,210
Total Expenses per Audited Statements$110,210
Total Expenses per Form 990$110,210
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

Filer Name
Sheet Metal Workers L17 Training Fund
EIN
02-0303557
Phone
2032697741
Address
10 Technology Drive, Wallingford, CT 06492

Signing Officer

Name
Patrick Boon
Title
Trustee
Signed
2017-10-02
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Voting Board Members
6
Independent Board Members
0
Employees
7

Preparer

Firm
Buckley Frame Boudreau & Co PC
Address
255 Route 80 - PO Box 698, Killingworth, CT 06419
Preparer
Gerard J Frame CPA
Phone
8606631190
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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/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0625174
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08121
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05460
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02095
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021728
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt023823
IRS990ScheduleD/ExpensesSubtotalAmt0110210
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03795
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010432
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt014227
IRS990ScheduleD/RevenueSubtotalAmt0144054
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05890
IRS990ScheduleD/TotalExpensesPerForm990Amt0110210
IRS990ScheduleD/TotalRevenuePerForm990Amt0144054
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0144054
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0110210
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/TotalAssetsBOYAmt0593789
IRS990/TotalAssetsEOYAmt0625343
IRS990/TotalAssetsGrp/BOYAmt0593789
IRS990/TotalAssetsGrp/EOYAmt0625343
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110210
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01979
IRS990/TotalLiabilitiesEOYAmt0169
IRS990/TotalLiabilitiesGrp/BOYAmt01979
IRS990/TotalLiabilitiesGrp/EOYAmt0169
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0591810
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0625174
IRS990/TotalProgramServiceRevenueAmt0109619
IRS990/TotalReportableCompFromOrgAmt018127
IRS990/TotalRevenueGrp/ExclusionAmt034435
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0109619
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0144054
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0593789
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0625343
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt01744
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Boon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sheet Metal Workers L17 Training Fund
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0020303557
ReturnHeader/Filer/PhoneNum02032697741
ReturnHeader/Filer/USAddress/AddressLine1Txt010 Technology Drive
ReturnHeader/Filer/USAddress/CityNm0Wallingford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Buckley Frame Boudreau & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 Route 80 - PO Box 698
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Killingworth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006419
ReturnHeader/PreparerPersonGrp/PhoneNum08606631190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerard J Frame CPA
ReturnHeader/ReturnTs02017-10-02T11:01:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$625,343
Liabilities
$169
Net assets
$625,174
Revenue
$144,054
Expenses
$110,210
Net income
$33,844
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