Civic Intelligence

Sheet Metal Industry Fund Inc

990EZ • Fiscal year 2020 • EIN 06-6068792

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 26, 2021

Organization ProfileN/A
54R Quarry RoadGranby, CT 06035

(860) 819-5343

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

8.3%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

5.5%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$77,591

Up $5,931 (+8.3%) from 2019

Net Assets

Up

$77,591

Up $5,931 (+8.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin50th percentile

Revenue

Up

$175,990

Up $9,168 (+5.5%) from 2019

Expenses

Up

$170,059

Up $6,642 (+4.1%) from 2019

Net Income

Up

$5,931

Up $2,526 (+74%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2012: $27,674Liabilities 2012: $02012Assets 2013: $40,758Liabilities 2013: $02013Assets 2014: $50,922Liabilities 2014: $02014Assets 2015: $88,605Liabilities 2015: $0Net Assets 2015: $88,6052015Assets 2016: $97,577Liabilities 2016: $0Net Assets 2016: $97,5772016Assets 2017: $99,293Liabilities 2017: $0Net Assets 2017: $99,2932017Assets 2018: $68,255Liabilities 2018: $0Net Assets 2018: $68,2552018Assets 2019: $71,660Liabilities 2019: $0Net Assets 2019: $71,6602019Assets 2020: $77,591Liabilities 2020: $0Net Assets 2020: $77,5912020Assets 2021: $69,988Liabilities 2021: $0Net Assets 2021: $69,9882021Assets 2022: $67,315Liabilities 2022: $0Net Assets 2022: $67,3152022Assets 2023: $103,997Liabilities 2023: $0Net Assets 2023: $103,9972023Assets 2024: $77,442Net Assets 2024: $77,4422024

Highlighted filing

2020

Assets$77,591
Liabilities$0
Net Assets$77,591
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $152,647Expenses 2012: $156,302Net Income 2012: -$3,6552012Revenue 2013: $156,231Expenses 2013: $143,147Net Income 2013: $13,0842013Revenue 2014: $167,614Expenses 2014: $157,450Net Income 2014: $10,1642014Revenue 2015: $211,233Expenses 2015: $173,550Net Income 2015: $37,6832015Revenue 2016: $214,160Expenses 2016: $205,188Net Income 2016: $8,9722016Revenue 2017: $205,187Expenses 2017: $203,471Net Income 2017: $1,7162017Revenue 2018: $135,131Expenses 2018: $166,169Net Income 2018: -$31,0382018Revenue 2019: $166,822Expenses 2019: $163,417Net Income 2019: $3,4052019Revenue 2020: $175,990Expenses 2020: $170,059Net Income 2020: $5,9312020Revenue 2021: $156,452Expenses 2021: $164,055Net Income 2021: -$7,6032021Revenue 2022: $159,277Expenses 2022: $161,960Net Income 2022: -$2,6832022Revenue 2023: $195,039Expenses 2023: $158,357Net Income 2023: $36,6822023Revenue 2024: $193,525Expenses 2024: $220,080Net Income 2024: -$26,5552024

Highlighted filing

2020

Revenue$175,990
Expenses$170,059
Net Income$5,931
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 26, 2021
Return Version
2019v5.0
Gross Receipts
$175,990
Mission and Program Overview

Mission

To promote programs of industry education, training, negotiations, and administration of collective bargaining agreements.

Program Services

DescriptionGrantsExpenses
TO PROMOTE PROGRAMS OF INDUSTRY EDUCATION, TRAINING, NEGOTIATIONS, AND ADMINISTRATION OF COLLECTIVE BARGAINING AGREEMENTS.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH KLEEBERGPresident-$0--
MICHAEL MAUROVice-Preside-$0--
JOHN FERRUCCITreasurer-$0--
LYNNE KLEEBERGSecretary-$0--
JOHN LUCCHESIDirector-$0--
MATTHEW COLEDirector-$0--
DAN BAUERDirector-$0--
JOHN BURGESSDirector-$0--
MICHAEL THOMPSONExecutive Ma-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Industry Fund Inc
EIN
06-6068792
Phone
8608195343
Address
54R QUARRY ROAD, GRANBY, CT 06035

Signing Officer

Name
Michael Thompson
Title
Executive Manager
Phone
0860819534
Signed
2021-01-26

Preparer

Firm
Schoenrock & Company CPA LLC
Address
PO BOX 805 34 EAST GRANBY RD, GRANBY, CT 06035
Preparer
Frank a Schoenrock
Phone
8606530734
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses promotion 1,100 conferences, meetings 2,989 total 4,089”

Form 990-ez, Part III

“To promote programs of industry education, training, negotiations, and administration of collective bargaining agreements.”

Raw XML Appendix115 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EXECUTIVE MANAGEMENT SOLUTIONS
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0MICHAEL THOMPSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08608195343
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt054R QUARRY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRANBY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071660
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077591
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05931
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0165970
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071660
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077591
IRS990EZ/GrossReceiptsAmt0175990
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0175990
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071660
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077591
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071660
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077591
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENNETH KLEEBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL MAURO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN FERRUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNNE KLEEBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN LUCCHESI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATTHEW COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAN BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXECUTIVE MA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04089
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PROGRAMS OF INDUSTRY EDUCATION, TRAINING, NEGOTIATIONS, AND ADMINISTRATION OF COLLECTIVE BARGAINING AGREEMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE PROGRAMS OF INDUSTRY EDUCATION, TRAINING, NEGOTIATIONS, AND ADMINISTRATION OF COLLECTIVE BARGAINING AGREEMENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0170059
IRS990EZ/TotalRevenueAmt0175990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROMOTION 1,100 CONFERENCES, MEETINGS 2,989 TOTAL 4,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE PROGRAMS OF INDUSTRY EDUCATION, TRAINING, NEGOTIATIONS, AND ADMINISTRATION OF COLLECTIVE BARGAINING AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum00860819534
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL INDUSTRY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0066068792
ReturnHeader/Filer/PhoneNum08608195343
ReturnHeader/Filer/USAddress/AddressLine1Txt054R QUARRY ROAD
ReturnHeader/Filer/USAddress/CityNm0GRANBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352547713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHOENROCK & COMPANY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 805 34 EAST GRANBY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006035
ReturnHeader/PreparerPersonGrp/PhoneNum08606530734
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK A SCHOENROCK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-27T16:49:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$77,591
Liabilities
$0
Net assets
$77,591
Revenue
$175,990
Expenses
$170,059
Net income
$5,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.94$2.20$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.95$1.58$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$1.59$1.62$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.56$1.64$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.76$1.70$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$1.67$1.63$0.03
2018Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$1.35$1.66$0.31
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$2.05$2.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$2.14$2.05$0.09
2015Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$2.11$1.74$0.38
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$1.68$1.57$0.10
2013Summary only. Only limited summary data is available for this year.$0.41$0.00$1.56$1.43$0.13
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$1.53$1.56$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • <$500k nonprofits