Civic Intelligence

Sheet Metal Workers Local 17 Nh Training Fund

990 • Fiscal year 2020 • EIN 02-0303557

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

46th percentile

0.00x

Higher debt load relative to assets than 46% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-10%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$805,042

Up $89,118 (+12%) from 2019

Net Assets

Up

$803,197

Up $88,157 (+12%) from 2019

Liabilities

Up

$1,845

Up $961 (+109%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Down

$134,783

Down $15,376 (-10%) from 2019

Expenses

Down

$106,869

Down $19,143 (-15%) from 2019

Net Income

Up

$27,914

Up $3,767 (+16%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2020

Assets$805,042
Liabilities$1,845
Net Assets$803,197
Open 2020 Filing

Operations Trend

Revenue Growth26th 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

2020

Revenue$134,783
Expenses$106,869
Net Income$27,914
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$155,559
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$715,040$803,197▲ $88,157
Investments in Publicly Traded Securities$682,870$780,992▲ $98,122
Accounts Receivable$11,478$10,634▼ $844
Cash and Non-Interest-Bearing Accounts$17,662$7,833▼ $9,829
Land, Buildings, and Equipment, Net$3,787$2,735▼ $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$715,924$805,042▲ $89,118
Other Assets Total$0$2,721▲ $2,721
Liabilities
Accounts Payable and Accrued Expenses$884$1,845▲ $961
Total Liabilities$884$1,845▲ $961
Net Assets / Fund Balance
Total Net Assets Fund Balance$715,040$803,197▲ $88,157
Total Liabilities and Net Assets / Fund Balance$715,924$805,042▲ $89,118

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,526$12,897$15,423
Buildings$0$14,227$14,227
Other Land Buildings$209$9,244$9,453
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$90,730
Investment Income
$44,053
Other Revenue
$0
Change in Net Assets
$27,914

Audited Revenue Reconciliation

Revenue per Audited Statements
$128,059
Revenue Not Reported on Financial Statements
$6,724
Revenue Not Reported on Form 990
$60,243
Total Revenue per Audited Statements
$188,302
Total Revenue per Form 990
$134,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,737
Salaries, Compensation, and Employee Benefits$41,132
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$24,000
Other Salaries and Wages---$23,217
Current Officers, Directors, Trustees, and Key Employees---$14,623
Fees for Services Other---$8,336
Fees for Service Investment Mgmnt Fees---$6,724
Fees for Services Accounting---$5,884
Office Expenses---$4,241
Insurance---$3,348
Other Employee Benefits---$3,292
Fees for Services Legal---$1,125
Depreciation Depletion---$1,052
Travel---$938
Other Expenses---$500
Total Functional Expenses$0$0$0$106,869

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$106,869
Expenses per Audited Statements$100,145
Total Expenses per Audited Statements$100,145
Expenses Not Reported on Financial Statements$6,724
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
2021-11-15
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
6
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 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 Appendix338 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/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:
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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:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt0805042
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt093757
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK BOON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS L17 TRAINING FUND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 MONUMENT RD 5TH FLR
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
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ReturnHeader/ReturnTs02021-11-15T07:37:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$805,042
Liabilities
$1,845
Net assets
$803,197
Revenue
$134,783
Expenses
$106,869
Net income
$27,914
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