Civic Intelligence

Sheet Metal Workers Local 40 Labor Management Cooperation Fund

990 • Fiscal year 2017 • EIN 06-6468874

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 24, 2018

Organization ProfileN/A
100A Old Forge RoadRocky Hill, CT 06067

(860) 529-2616

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.00x

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

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

99th percentile

74%

Higher net margin than 99% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$160,161

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-19%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,087,275

Up $389,748 (+23%) from 2016

Net Assets

Up

$2,087,275

Up $389,748 (+23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin99th percentile

Revenue

Down

$524,437

Down $121,426 (-19%) from 2016

Expenses

Down

$134,121

Down $259,423 (-66%) from 2016

Net Income

Up

$390,316

Up $137,997 (+55%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,624,049Liabilities 2010: $442,050Net Assets 2010: $1,181,9992010Assets 2011: $1,772,689Liabilities 2011: $432,050Net Assets 2011: $1,340,6392011Assets 2012: $1,758,152Liabilities 2012: $434,250Net Assets 2012: $1,323,9022012Assets 2013: $1,445,398Liabilities 2013: $178,981Net Assets 2013: $1,266,4172013Assets 2014: $1,266,812Liabilities 2014: $106,008Net Assets 2014: $1,160,8042014Assets 2015: $1,443,110Liabilities 2015: $0Net Assets 2015: $1,443,1102015Assets 2016: $1,697,527Liabilities 2016: $0Net Assets 2016: $1,697,5272016Assets 2017: $2,087,275Liabilities 2017: $0Net Assets 2017: $2,087,2752017Assets 2018: $2,245,202Liabilities 2018: $0Net Assets 2018: $2,245,2022018Assets 2019: $2,535,172Liabilities 2019: $0Net Assets 2019: $2,535,1722019Assets 2020: $2,732,016Liabilities 2020: $0Net Assets 2020: $2,732,0162020Assets 2021: $2,905,337Liabilities 2021: $0Net Assets 2021: $2,905,3372021Assets 2022: $2,928,190Liabilities 2022: $0Net Assets 2022: $2,928,1902022Assets 2023: $2,138,007Liabilities 2023: $0Net Assets 2023: $2,138,0072023Assets 2024: $2,342,065Liabilities 2024: $0Net Assets 2024: $2,342,0652024

Highlighted filing

2017

Assets$2,087,275
Liabilities$0
Net Assets$2,087,275
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $496,4752010Revenue 2011: $620,381Expenses 2011: $386,074Net Income 2011: $234,3072011Expenses 2012: $510,1162012Revenue 2013: $608,476Expenses 2013: $678,736Net Income 2013: -$70,2602013Revenue 2014: $821,313Expenses 2014: $885,263Net Income 2014: -$63,9502014Revenue 2015: $561,426Expenses 2015: $262,439Net Income 2015: $298,9872015Revenue 2016: $645,863Expenses 2016: $393,544Net Income 2016: $252,3192016Revenue 2017: $524,437Expenses 2017: $134,121Net Income 2017: $390,3162017Revenue 2018: $628,398Expenses 2018: $352,011Net Income 2018: $276,3872018Revenue 2019: $611,170Expenses 2019: $459,968Net Income 2019: $151,2022019Revenue 2020: $484,271Expenses 2020: $291,445Net Income 2020: $192,8262020Revenue 2021: $519,014Expenses 2021: $351,118Net Income 2021: $167,8962021Revenue 2022: $414,486Expenses 2022: $391,633Net Income 2022: $22,8532022Revenue 2023: $538,403Expenses 2023: $1,328,586Net Income 2023: -$790,1832023Revenue 2024: $541,799Expenses 2024: $339,176Net Income 2024: $202,6232024

Highlighted filing

2017

Revenue$524,437
Expenses$134,121
Net Income$390,316
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$2,275,227
Mission and Program Overview

Mission

The organization promotes joint labor management activities in support of obtaining work for signatory contractors and union members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,380,064$1,806,879▲ $426,815
Savings and Temporary Cash Investments$62,090$25,023▼ $37,067
Total Assets$1,697,527$2,087,275▲ $389,748
Other Assets Total$255,373$255,373→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,697,527$2,087,275▲ $389,748
Total Net Assets Fund Balance$1,697,527$2,087,275▲ $389,748
Total Liabilities and Net Assets / Fund Balance$1,697,527$2,087,275▲ $389,748

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$235,373--
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
David RocheTrustee
Jeremy ZeedykTrustee
John NimmonsTrustee
Michael ThompsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$441,395
Investment Income
$83,042
Other Revenue
$0
Change in Net Assets
$390,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,504
Grants and Similar Amounts Paid$250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$125,367
Fees for Services Accounting---$3,500
Travel---$2,442
Other Expenses---$2,054
Office Expenses---$376
Grants to Domestic Orgs---$250
Conferences and Meetings---$132
Total Functional Expenses$0$0$0$134,121
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
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
No
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 - a review was conducted by the organization's trustee signing the form 990. The form 990 was provided to the organization's governing board via paper copy or e-mail.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 40
EIN
06-6468874
Phone
8605292616
Address
100A OLD FORGE ROAD, ROCKY HILL, CT 06067

Signing Officer

Name
David Roche
Title
Trustee
Phone
8605292616
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Raw XML Appendix368 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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ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,087,275
Liabilities
$0
Net assets
$2,087,275
Revenue
$524,437
Expenses
$134,121
Net income
$390,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.54$0.34$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.54$1.33$0.79
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.41$0.39$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.52$0.35$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.48$0.29$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.61$0.46$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.63$0.35$0.28
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.52$0.13$0.39
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.65$0.39$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.56$0.26$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.11$1.16$0.82$0.89$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.18$1.27$0.61$0.68$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.43$1.32$0.51
2011Summary only. Only limited summary data is available for this year.$1.77$0.43$1.34$0.62$0.39$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.44$1.18$0.50