Civic Intelligence

Sheet Metal Workers Local 17 Nh Training Fund

990 • Fiscal year 2019 • EIN 02-0303557

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

5.4%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$715,924

Up $87,060 (+14%) from 2018

Net Assets

Up

$715,040

Up $88,257 (+14%) from 2018

Liabilities

Down

$884

Down $1,197 (-58%) from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin74th percentile

Revenue

Up

$150,159

Up $7,684 (+5.4%) from 2018

Expenses

Up

$126,012

Up $19,561 (+18%) from 2018

Net Income

Down

$24,147

Down $11,877 (-33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2019

Assets$715,924
Liabilities$884
Net Assets$715,040
Open 2019 Filing

Operations Trend

Revenue Growth61st 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

2019

Revenue$150,159
Expenses$126,012
Net Income$24,147
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$185,908
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$626,783$715,040▲ $88,257
Investments in Publicly Traded Securities$577,741$682,870▲ $105,129
Cash and Non-Interest-Bearing Accounts$35,257$17,662▼ $17,595
Accounts Receivable$10,900$11,478▲ $578
Land, Buildings, and Equipment, Net$4,839$3,787▼ $1,052
Prepaid Expenses and Deferred Charges$127$127→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$628,864$715,924▲ $87,060
Liabilities
Accounts Payable and Accrued Expenses$2,081$884▼ $1,197
Total Liabilities$2,081$884▼ $1,197
Net Assets / Fund Balance
Total Net Assets Fund Balance$626,783$715,040▲ $88,257
Total Liabilities and Net Assets / Fund Balance$628,864$715,924▲ $87,060

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,367$12,056$15,423
Buildings$0$14,227$14,227
Other Land Buildings$420$9,033$9,453
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Craig DanbyTrustee
Dj BlouinTrustee
Frank SwettTrustee
George DevonTrustee
John Hudon JrTrustee
Patrick BoonTrustee
Joe CullenTrustee (p)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$102,294
Investment Income
$47,865
Other Revenue
$0
Change in Net Assets
$24,147

Audited Revenue Reconciliation

Revenue per Audited Statements
$143,589
Revenue Not Reported on Financial Statements
$6,570
Revenue Not Reported on Form 990
$64,110
Total Revenue per Audited Statements
$207,699
Total Revenue per Form 990
$150,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,192
Salaries, Compensation, and Employee Benefits$51,820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$47,903
Occupancy---$22,800
Fees for Services Other---$8,335
Fees for Service Investment Mgmnt Fees---$6,570
Travel---$5,843
Office Expenses---$5,682
Fees for Services Accounting---$5,636
Payroll Taxes---$3,917
Insurance---$2,578
Fees for Services Legal---$1,559
Depreciation Depletion---$1,052
Other Expenses---$580
Total Functional Expenses$0$0$0$126,012

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$126,012
Expenses per Audited Statements$119,442
Total Expenses per Audited Statements$119,442
Expenses Not Reported on Financial Statements$6,570
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
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
10 TECHNOLOGY DRIVE, WALLINGFORD, CT 06492

Signing Officer

Name
Patrick Boon
Title
Trustee
Phone
2032697741
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Boon
Formed
2003
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
0
Employees
10
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, 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 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 Appendix344 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02081
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0884
IRS990/AccountsReceivableGrp/BOYAmt010900
IRS990/AccountsReceivableGrp/EOYAmt011478
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FUND WAS ESTABLISHED FOR THE PURPOSE OF FINANCING TRAINING & RELATED PROGRAMS FOR ELIGIBLE TRAINEES, APPRENTICE SHEET METAL WORKERS AND JOURNEYMEN SHEET METAL WORKERS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0INSURANCE PROGRAMMERS INC
IRS990/BooksInCareOfDetail/PhoneNum02032697741
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 TECHNOLOGY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WALLINGFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006492
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt035257
IRS990/CashNonInterestBearingGrp/EOYAmt017662
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt047865
IRS990/CYOtherExpensesAmt074192
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0102294
IRS990/CYRevenuesLessExpensesAmt024147
IRS990/CYSalariesCompEmpBnftPaidAmt051820
IRS990/CYTotalExpensesAmt0126012
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0150159
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01052
IRS990/Desc0THE FUND WAS ESTABLISHED FOR THE PURPOSE OF FINANCING TRAINING & RELATED PROGRAMS FOR ELIGIBLE TRAINEES, APPRENTICE SHEET METAL WORKERS AND JOURNEYMEN SHEET METAL WORKERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt05636
IRS990/FeesForServicesLegalGrp/TotalAmt01559
IRS990/FeesForServicesOtherGrp/TotalAmt08335
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06570
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0GEORGE DEVON
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK SWETT
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN HUDON JR
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICK BOON
IRS990/Form990PartVIISectionAGrp/PersonNm4JOE CULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm5CRAIG DANBY
IRS990/Form990PartVIISectionAGrp/PersonNm6DJ BLOUIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08369
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt044118
IRS990/GrossReceiptsAmt0185908
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt02578
IRS990/InvestmentIncomeGrp/ExclusionAmt039496
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039496
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0577741
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0682870
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt035316
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04839
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03787
IRS990/LandBldgEquipCostOrOtherBssAmt039103
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt035749
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND WAS ESTABLISHED FOR THE PURPOSE OF FINANCING TRAINING & RELATED PROGRAMS FOR ELIGIBLE TRAINEES, APPRENTICE SHEET METAL WORKERS AND JOURNEYMEN SHEET METAL WORKERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0626783
IRS990/NetAssetsOrFundBalancesEOYAmt0715040
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08369
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08369
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt064110
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt022800
IRS990/OfficeExpensesGrp/TotalAmt05682
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOOL EXPENSES
IRS990/OtherExpensesGrp/Desc1PIPE INSTALLERS CLASS F
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3EQUIPMENT
IRS990/OtherExpensesGrp/TotalAmt07017
IRS990/OtherExpensesGrp/TotalAmt14000
IRS990/OtherExpensesGrp/TotalAmt22540
IRS990/OtherExpensesGrp/TotalAmt3580
IRS990/OtherSalariesAndWagesGrp/TotalAmt047903
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt03917
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0127
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0127
IRS990/PrincipalOfficerNm0PATRICK BOON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0102294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0102294
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt052186
IRS990/PYOtherExpensesAmt065104
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt090289
IRS990/PYRevenuesLessExpensesAmt036024
IRS990/PYSalariesCompEmpBnftPaidAmt041347
IRS990/PYTotalExpensesAmt0106451
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0142475
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt024147
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0626783
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0715040
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt014227
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014227
IRS990ScheduleD/EquipmentGrp/BookValueAmt03367
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012056
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015423
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06570
IRS990ScheduleD/ExpensesSubtotalAmt0119442
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06570
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06570
IRS990ScheduleD/NetUnrealizedGainsInvstAmt064110
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0420
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09033
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09453
IRS990ScheduleD/RevenueNotReportedAmt064110
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06570
IRS990ScheduleD/RevenueSubtotalAmt0143589
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND 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/TotalBookValueLandBuildingsAmt03787
IRS990ScheduleD/TotalExpensesPerForm990Amt0126012
IRS990ScheduleD/TotalRevenuePerForm990Amt0150159
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0207699
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0119442
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/TotalAssetsBOYAmt0628864
IRS990/TotalAssetsEOYAmt0715924
IRS990/TotalAssetsGrp/BOYAmt0628864
IRS990/TotalAssetsGrp/EOYAmt0715924
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/TotalAmt0126012
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02081
IRS990/TotalLiabilitiesEOYAmt0884
IRS990/TotalLiabilitiesGrp/BOYAmt02081
IRS990/TotalLiabilitiesGrp/EOYAmt0884
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0626783
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0715040
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0102294
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt047865
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102294
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0150159
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0628864
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0715924
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05843
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 TECHNOLOGY DRIVE
IRS990/USAddress/CityNm0WALLINGFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006492
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK BOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032697741
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0214E2DE4754F8F73DD572B34B07E6CCBC316F7C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:23:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02020-11-16T11:24:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$715,924
Liabilities
$884
Net assets
$715,040
Revenue
$150,159
Expenses
$126,012
Net income
$24,147
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