Civic Intelligence

Sheet Metal Workers Local 40 Labor Management Cooperation Fund

990 • Fiscal year 2020 • EIN 06-6468874

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

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

12th percentile

0.00x

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

2020 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

12th percentile

0.00x

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

2020 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2020

Net Margin

93rd percentile

40%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

35th percentile

$153,423

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2020

Asset Growth

50th percentile

7.8%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-21%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$2,732,016

Up $196,844 (+7.8%) from 2019

Net Assets

Up

$2,732,016

Up $196,844 (+7.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin93rd percentile

Revenue

Down

$484,271

Down $126,899 (-21%) from 2019

Expenses

Down

$291,445

Down $168,523 (-37%) from 2019

Net Income

Up

$192,826

Up $41,624 (+28%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2020

Assets$2,732,016
Liabilities$0
Net Assets$2,732,016
Open 2020 Filing

Operations Trend

Revenue Growth11th 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

2020

Revenue$484,271
Expenses$291,445
Net Income$192,826
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$5,118,327
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$2,062,788$2,274,162▲ $211,374
Cash and Non-Interest-Bearing Accounts-$35,782-
Savings and Temporary Cash Investments$101,940$4,979▼ $96,961
Total Assets$2,535,172$2,732,016▲ $196,844
Other Assets Total$370,444$417,093▲ $46,649
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,535,172$2,732,016▲ $196,844
Total Net Assets Fund Balance$2,535,172$2,732,016▲ $196,844
Total Liabilities and Net Assets / Fund Balance$2,535,172$2,732,016▲ $196,844

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$397,093--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David RocheTrustee
John NimmonsTrustee
Michael ThompsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$324,661
Investment Income
$159,610
Other Revenue
$0
Change in Net Assets
$192,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,900
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$283,045
Travel---$4,387
Fees for Services Accounting---$3,500
Grants to Domestic Orgs---$500
Fees for Service Investment Mgmnt Fees---$13
Total Functional Expenses$0$0$0$291,445
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 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
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

“The organization's governing documents, policies and form 990 are made available upon request.”

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
John Nimmons
Title
Trustee
Phone
8605292616
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Nimmons
Formed
1998
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Raw XML Appendix343 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
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt02732016
IRS990/TotalCompGreaterThan150KInd01
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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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
$2,732,016
Liabilities
$0
Net assets
$2,732,016
Revenue
$484,271
Expenses
$291,445
Net income
$192,826
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