Civic Intelligence

The Sheet Metal Local No 40 Health Fund

990 • Fiscal year 2019 • EIN 06-1013879

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileN/A

View Organization Page

10 Technology DriveWallingford, CT 06492

(800) 446-8646

Siviq Scores

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

Liabilities / Assets

58th percentile

0.05x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

54th percentile

0.04x

Higher debt load relative to revenue than 54% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

16th percentile

-7.8%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

17th percentile

-5.6%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-2.1%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$6,066,335

Down $361,221 (-5.6%) from 2018

Net Assets

Down

$5,746,124

Down $229,364 (-3.8%) from 2018

Liabilities

Down

$320,211

Down $131,857 (-29%) from 2018

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin16th percentile

Revenue

Down

$7,622,149

Down $161,660 (-2.1%) from 2018

Expenses

Down

$8,213,293

Down $1,089,026 (-12%) from 2018

Net Income

Up

-$591,144

Up $927,366 (+61%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$15M$10M$5.0M$0Assets 2010: $14,747,656Liabilities 2010: $621,047Net Assets 2010: $14,126,6092010Assets 2011: $12,009,368Liabilities 2011: $375,427Net Assets 2011: $11,633,9412011Assets 2012: $11,648,245Liabilities 2012: $580,971Net Assets 2012: $11,067,2742012Assets 2013: $11,812,796Liabilities 2013: $431,167Net Assets 2013: $11,381,6292013Assets 2014: $12,946,620Liabilities 2014: $924,761Net Assets 2014: $12,021,8592014Assets 2015: $11,259,245Liabilities 2015: $656,395Net Assets 2015: $10,602,8502015Assets 2016: $10,689,145Liabilities 2016: $534,620Net Assets 2016: $10,154,5252016Assets 2017: $8,331,491Liabilities 2017: $388,991Net Assets 2017: $7,942,5002017Assets 2018: $6,427,556Liabilities 2018: $452,068Net Assets 2018: $5,975,4882018Assets 2019: $6,066,335Liabilities 2019: $320,211Net Assets 2019: $5,746,1242019Assets 2020: $5,718,144Liabilities 2020: $130,607Net Assets 2020: $5,587,5372020Assets 2021: $3,616,327Liabilities 2021: $142,161Net Assets 2021: $3,474,1662021Assets 2022: $3,441,105Liabilities 2022: $437,304Net Assets 2022: $3,003,8012022Assets 2023: $4,404,573Liabilities 2023: $476,861Net Assets 2023: $3,927,7122023Assets 2024: $6,604,977Liabilities 2024: $1,268,663Net Assets 2024: $5,336,3142024

Highlighted filing

2019

Assets$6,066,335
Liabilities$320,211
Net Assets$5,746,124
Open 2019 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2010: $7,656,366Expenses 2010: $8,785,785Net Income 2010: -$1,129,4192010Revenue 2011: $7,194,756Expenses 2011: $9,546,127Net Income 2011: -$2,351,3712011Revenue 2012: $6,870,283Expenses 2012: $7,806,633Net Income 2012: -$936,3502012Revenue 2013: $6,756,214Expenses 2013: $6,698,918Net Income 2013: $57,2962013Revenue 2014: $8,022,593Expenses 2014: $7,604,586Net Income 2014: $418,0072014Revenue 2015: $8,413,441Expenses 2015: $9,549,537Net Income 2015: -$1,136,0962015Revenue 2016: $8,423,708Expenses 2016: $9,214,981Net Income 2016: -$791,2732016Revenue 2017: $7,177,357Expenses 2017: $9,790,592Net Income 2017: -$2,613,2352017Revenue 2018: $7,783,809Expenses 2018: $9,302,319Net Income 2018: -$1,518,5102018Revenue 2019: $7,622,149Expenses 2019: $8,213,293Net Income 2019: -$591,1442019Revenue 2020: $6,859,445Expenses 2020: $7,203,464Net Income 2020: -$344,0192020Revenue 2021: $7,075,464Expenses 2021: $8,957,426Net Income 2021: -$1,881,9622021Revenue 2022: $7,762,071Expenses 2022: $7,445,404Net Income 2022: $316,6672022Revenue 2023: $8,345,764Expenses 2023: $7,421,853Net Income 2023: $923,9112023Revenue 2024: $9,230,717Expenses 2024: $7,822,115Net Income 2024: $1,408,6022024

Highlighted filing

2019

Revenue$7,622,149
Expenses$8,213,293
Net Income-$591,144
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$10,565,764
Mission and Program Overview

Mission

To provide health (medical, dental, vision, and prescription), life, accidental death & dismemberment coverage and disability benefits to participants and their elibigle dependents who work, or worked, in the sheet metal industry as members of local 40, or who worked in support of the industry.

To provide health, life, accidental death & dismemberment coverage and disability benefits to participants and their elibigle dependents who work, or worked, in the sheet metal industry as members of local 40, or who worked in support of the industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,975,488$5,746,124▼ $229,364
Investments in Publicly Traded Securities$4,706,060$4,627,757▼ $78,303
Accounts Receivable$1,039,712$1,007,211▼ $32,501
Cash and Non-Interest-Bearing Accounts$655,713$416,821▼ $238,892
Prepaid Expenses and Deferred Charges$22,703$14,546▼ $8,157
Land, Buildings, and Equipment, Net$3,368$0▼ $3,368
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,427,556$6,066,335▼ $361,221
Liabilities
Accounts Payable and Accrued Expenses$305,467$234,705▼ $70,762
Other Liabilities$123,963$55,233▼ $68,730
Deferred Revenue$22,638$30,273▲ $7,635
Total Liabilities$452,068$320,211▼ $131,857
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,975,488$5,746,124▼ $229,364
Total Liabilities and Net Assets / Fund Balance$6,427,556$6,066,335▼ $361,221
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
David a RocheLabor Trustee
John M BealLabor Trustee
John NimmonsLabor Trustee
Marek E BronhartLabor Trustee
John LucchessiManagement Trustee
Kenneth R KleebergManagement Trustee
Lynne a KleebergManagement Trustee
Michael ThompsonManagement Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Health PlansClaims Administrator370 BASSETT RD, North Haven, CT 06473$136,469
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,399,292
Investment Income
$214,627
Other Revenue
$8,230
Change in Net Assets
$-591,144

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,603,988
Revenue Not Reported on Financial Statements
$18,161
Revenue Not Reported on Form 990
$361,780
Total Revenue per Audited Statements
$7,965,768
Total Revenue per Form 990
$7,622,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,884,531
Salaries, Compensation, and Employee Benefits$413,091
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,915,671
Other Salaries and Wages---$242,073
Other Employee Benefits---$143,071
Fees for Services Other---$74,801
Office Expenses---$69,187
Fees for Services Legal---$68,822
Conferences and Meetings---$50,933
Occupancy---$44,212
Fees for Services Management---$32,898
Insurance---$31,468
Payroll Taxes---$27,947
Fees for Service Investment Mgmnt Fees---$18,161
Fees for Services Accounting---$17,028
Other Expenses---$-214,349
Total Functional Expenses$0$0$0$8,213,293

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,213,293
Expenses per Audited Statements$8,195,132
Total Expenses per Audited Statements$8,195,132
Expenses Not Reported on Financial Statements$18,161
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Trustees on Both FundsCost Sharing AgreementNo$130,473
-Trustees on Both FundsCost Sharing AgreementNo$83,876
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employer Bond Deposit Reserve$55,233
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
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 2

“Trustees lynne a. Kleeberg and kenneth kleeberg are related.”

Form 990, Part VI, Section A, Line 7A

“If there is a vacancy of a union (labor) trustee, a successor trustee shall be appointed by the union to serve on an interim basis. If there is a vacancy of an association (management) trustee, a successor trustee shall be appointed by the association.”

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

“The trustees were emailed the 990 prior to submission to the irs.”

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

“The auditor was emailed the 990 prior to submission to the irs. Both trustees and auditors had the opportunity to ask questions or make suggestions before the form was filed.”

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

“After disclosure of the conflict, and after discussion with the person, the trustees shall decide if a conflict exists. If a more advantageous transaction of arrangement is not reasonably possible, the disinterested parties will determine whether the transaction or arrangment is in the best interest of the fund.”

Form 990, Part VI, Section B, Line 15

“The board of trustees annualy review all compensation and document the process in minutes.”

Form 990, Part VI, Section C, Line 18

“Governing documents and the conflict of interest policy is available at the fund office upon request. The financial statements are available for public inspection at the fund office, free of charge. Copies of the financial statements and governing documents will also be provided to each member or participant.”

Form 990, Part VI, Section C, Line 19

“Governing documents and the conflict of interest policy is available at the fund office upon request. The financial statements are available for public inspection at the fund office, free of charge. Copies of the financial statements and governing documents will also be provided to each member or participant.”

Filing and Contact Details

Filer

Filer Name
SHEET METAL WORKERS' LOCAL NO 40
EIN
06-1013879
Phone
8004468646
Address
10 TECHNOLOGY DRIVE, WALLINGFORD, CT 06492

Signing Officer

Name
David Roche
Title
Trustee
Phone
8004468646
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Roche
Formed
1949
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
19
Volunteers
0

Preparer

Firm
Beers Hamerman Cohen & Burger Pc
Address
234 CHURCH STREET, NEW HAVEN, CT 06510
Preparer
Peter Graeb
Phone
2037876527
Raw XML AppendixShowing 400 of 480 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/OtherRevenueMiscGrp/TotalRevenueColumnAmt08230
IRS990/OtherRevenueTotalAmt08230
IRS990/OtherSalariesAndWagesGrp/TotalAmt0242073
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt027947
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022703
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014546
IRS990/PrincipalOfficerNm0DAVID ROCHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525120
IRS990/ProgramServiceRevenueGrp/BusinessCd1525120
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06543977
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1855315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06543977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1855315
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE DENTAL BENEFITS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0287978
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09086
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06930759
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0302850
IRS990/PYOtherExpensesAmt02110319
IRS990/PYOtherRevenueAmt026736
IRS990/PYProgramServiceRevenueAmt07454223
IRS990/PYRevenuesLessExpensesAmt0-1518510
IRS990/PYSalariesCompEmpBnftPaidAmt0261241
IRS990/PYTotalExpensesAmt09302319
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07783809
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-591144
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05975488
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05746124
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018161
IRS990ScheduleD/ExpensesSubtotalAmt08195132
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018161
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018161
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0361780
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt055233
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EMPLOYER BOND DEPOSIT RESERVE
IRS990ScheduleD/RevenueNotReportedAmt0361780
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018161
IRS990ScheduleD/RevenueSubtotalAmt07603988
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt08213293
IRS990ScheduleD/TotalLiabilityAmt055233
IRS990ScheduleD/TotalRevenuePerForm990Amt07622149
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07965768
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08195132
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS' NO 40 PENSION FUNDS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1SHEET METAL WORKERS' NO 40 SUPPLEMENTAL RETIREMENT FUND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEES ON BOTH FUNDS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1TRUSTEES ON BOTH FUNDS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0130473
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt183876
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COST SHARING AGREEMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1COST SHARING AGREEMENT
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0EXPENSES SHARED INCLUDE CERTAIN OFFICE EXPENSES, PAYROLL AND RENT
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV 1D & 2D
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES LYNNE A. KLEEBERG AND KENNETH KLEEBERG ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IF THERE IS A VACANCY OF A UNION (LABOR) TRUSTEE, A SUCCESSOR TRUSTEE SHALL BE APPOINTED BY THE UNION TO SERVE ON AN INTERIM BASIS. IF THERE IS A VACANCY OF AN ASSOCIATION (MANAGEMENT) TRUSTEE, A SUCCESSOR TRUSTEE SHALL BE APPOINTED BY THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES WERE EMAILED THE 990 PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDITOR WAS EMAILED THE 990 PRIOR TO SUBMISSION TO THE IRS. BOTH TRUSTEES AND AUDITORS HAD THE OPPORTUNITY TO ASK QUESTIONS OR MAKE SUGGESTIONS BEFORE THE FORM WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFTER DISCLOSURE OF THE CONFLICT, AND AFTER DISCUSSION WITH THE PERSON, THE TRUSTEES SHALL DECIDE IF A CONFLICT EXISTS. IF A MORE ADVANTAGEOUS TRANSACTION OF ARRANGEMENT IS NOT REASONABLY POSSIBLE, THE DISINTERESTED PARTIES WILL DETERMINE WHETHER THE TRANSACTION OR ARRANGMENT IS IN THE BEST INTEREST OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ANNUALY REVIEW ALL COMPENSATION AND DOCUMENT THE PROCESS IN MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY IS AVAILABLE AT THE FUND OFFICE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FUND OFFICE, FREE OF CHARGE. COPIES OF THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS WILL ALSO BE PROVIDED TO EACH MEMBER OR PARTICIPANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY IS AVAILABLE AT THE FUND OFFICE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FUND OFFICE, FREE OF CHARGE. COPIES OF THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS WILL ALSO BE PROVIDED TO EACH MEMBER OR PARTICIPANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL INDUSTRY APPRENTICE & TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS' LOCAL NO 40 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WORKERS' LOCAL NO 40 SUPPL RETIREMENT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SHEET METAL AIR RAIL AND TRANSPORTATION LOCAL UNION 40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4ASSOCIATED SHEET METAL & ROOFING CONTRACTORS OF CT INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237412739
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1066157817
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2061074075
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3060532496
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4060618146
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(24)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(24)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMPLOYEE BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EMPLOYEE BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2EMPLOYEE BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4ASSOC. OF SHEET METAL WORKERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0114 OLD FORGE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1100 OLD FORGE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2100 OLD FORGE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3100A OLD FORGE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4PO BOX 168
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROCKY HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ROCKY HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ROCKY HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ROCKY HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4GRANBY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006067
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd106067
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd206067
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd306067
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd406035
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0130473
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt183876
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt26786675
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt32277352
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST SHARING AGREEMENT - ACCRUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST SHARING AGREEMENT - ACCRUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2EMPLOYER ASSESSMENT & RENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3EMPLOYER ASSESSMENT & RENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SHEET METAL WORKERS' LOCAL NO 40 PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SHEET METAL WORKERS' LOCAL NO 40 SUPPLEMENTAL RETIREMENT FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2SHEET METAL WORKERS' LOCAL NO 40 PENSION FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3SHEET METAL WORKERS' LOCAL NO 40 SUPPLEMENTAL RETIREMENT FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,066,335
Liabilities
$320,211
Net assets
$5,746,124
Revenue
$7,622,149
Expenses
$8,213,293
Net income
-$591,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$1.27$5.34$9.23$7.82$1.41
2023Detailed filing. Detailed filing data is available for this year.$4.40$0.48$3.93$8.35$7.42$0.92
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.44$3.00$7.76$7.45$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.14$3.47$7.08$8.96$1.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.72$0.13$5.59$6.86$7.20$0.34
2019Detailed filing. Detailed filing data is available for this year.$6.07$0.32$5.75$7.62$8.21$0.59
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$0.45$5.98$7.78$9.30$1.52
2017Summary only. Only limited summary data is available for this year.$8.33$0.39$7.94$7.18$9.79$2.61
2016Summary only. Only limited summary data is available for this year.$10.7$0.53$10.2$8.42$9.21$0.79
2015Summary only. Only limited summary data is available for this year.$11.3$0.66$10.6$8.41$9.55$1.14
2014Summary only. Only limited summary data is available for this year.$12.9$0.92$12.0$8.02$7.60$0.42
2013Summary only. Only limited summary data is available for this year.$11.8$0.43$11.4$6.76$6.70$0.06
2012Summary only. Only limited summary data is available for this year.$11.6$0.58$11.1$6.87$7.81$0.94
2011Summary only. Only limited summary data is available for this year.$12.0$0.38$11.6$7.19$9.55$2.35
2010Summary only. Only limited summary data is available for this year.$14.7$0.62$14.1$7.66$8.79$1.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $10M-$25M nonprofits