Civic Intelligence

Sheet Metal Workers Local 58 Education & Apprentice Training Fund

990EZ • Fiscal year 2014 • EIN 16-6105880

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 21, 2015

301 Pulaski StreetSyracuse, NY 13204

(315) 472-4411

Siviq Scores

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

Liabilities / Assets

85th percentile

0.32x

Higher debt load relative to assets than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

0.33x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

26th percentile

-12%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$171,173

Down $23,636 (-12%) from 2013

Net Assets

Down

$115,829

Down $38,447 (-25%) from 2013

Liabilities

Up

$55,344

Up $14,811 (+37%) from 2013

Revenue

Up

$166,152

Up $24,614 (+17%) from 2013

Expenses

Up

$204,599

Up $35,414 (+21%) from 2013

Net Income

Down

-$38,447

Down $10,800 (-39%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $156,000Liabilities 2010: $17,049Net Assets 2010: $138,9512010Assets 2011: $173,883Liabilities 2011: $16,576Net Assets 2011: $157,3072011Assets 2012: $197,115Liabilities 2012: $15,192Net Assets 2012: $181,9232012Assets 2013: $194,809Liabilities 2013: $40,533Net Assets 2013: $154,2762013Assets 2014: $171,173Liabilities 2014: $55,344Net Assets 2014: $115,8292014Assets 2015: $137,283Liabilities 2015: $30,263Net Assets 2015: $107,0202015Assets 2016: $174,314Liabilities 2016: $61,684Net Assets 2016: $112,6302016Assets 2017: $129,779Liabilities 2017: $32,488Net Assets 2017: $97,2912017Assets 2018: $132,287Liabilities 2018: $31,307Net Assets 2018: $100,9802018Assets 2019: $150,867Liabilities 2019: $33,619Net Assets 2019: $117,2482019Assets 2020: $178,353Liabilities 2020: $35,863Net Assets 2020: $142,4902020Assets 2021: $347,108Liabilities 2021: $31,888Net Assets 2021: $315,2202021Assets 2022: $449,352Liabilities 2022: $35,851Net Assets 2022: $413,5012022Assets 2023: $472,877Liabilities 2023: $1,470Net Assets 2023: $471,4072023Assets 2024: $547,148Liabilities 2024: $31,007Net Assets 2024: $516,1412024

Highlighted filing

2014

Assets$171,173
Liabilities$55,344
Net Assets$115,829

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $178,708Expenses 2010: $148,531Net Income 2010: $30,1772010Revenue 2011: $167,423Expenses 2011: $149,069Net Income 2011: $18,3542011Revenue 2012: $184,218Expenses 2012: $159,602Net Income 2012: $24,6162012Revenue 2013: $141,538Expenses 2013: $169,185Net Income 2013: -$27,6472013Revenue 2014: $166,152Expenses 2014: $204,599Net Income 2014: -$38,4472014Revenue 2015: $143,663Expenses 2015: $152,472Net Income 2015: -$8,8092015Revenue 2016: $153,013Expenses 2016: $147,403Net Income 2016: $5,6102016Revenue 2017: $138,003Expenses 2017: $153,342Net Income 2017: -$15,3392017Revenue 2018: $156,930Expenses 2018: $153,241Net Income 2018: $3,6892018Revenue 2019: $166,127Expenses 2019: $149,859Net Income 2019: $16,2682019Revenue 2020: $217,211Expenses 2020: $191,969Net Income 2020: $25,2422020Revenue 2021: $372,733Expenses 2021: $200,003Net Income 2021: $172,7302021Revenue 2022: $325,824Expenses 2022: $227,543Net Income 2022: $98,2812022Revenue 2023: $300,381Expenses 2023: $242,475Net Income 2023: $57,9062023Revenue 2024: $283,849Expenses 2024: $239,115Net Income 2024: $44,7342024

Highlighted filing

2014

Revenue$166,152
Expenses$204,599
Net Income-$38,447
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 21, 2015
Return Version
2014v5.0
Gross Receipts
$166,152
Mission and Program Overview

Mission

To provide training and education to advance skills in the sheet metal trade.

Program Services

DescriptionGrantsExpenses
TO PROVIDE TRAINING AND EDUCATION TO ADVANCE SKILLS IN THE SHEET METAL TRADE.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN GAYTrustee-$0--
STEVE PERRYTrustee-$0--
PAUL PICCIANOTrustee-$0--
LOUIS TESTONETrustee-$0--
ANTHONY CASTRELLOTrustee-$0--
MICHAEL MORANTrustee-$0--
RONALD RADLEYTrustee-$0--
JEFFREY SZATKOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 58
EIN
16-6105880
Phone
3154724411
Address
301 PULASKI STREET, SYRACUSE, NY 13204

Signing Officer

Name
Anthony Castrello
Title
Trustee
Phone
3154724411
Signed
2015-09-21
Discuss with paid preparer
Yes

Preparer

Firm
D'ARCANGELO & CO LLP
Address
120 LOMOND COURT, UTICA, NY 13502-5950
Preparer
Courtney a Pearsall CPA
Phone
3157355216
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation/amortization. Amount: 1,735. Description: other expenses. Amount: 29,711. Total to form 990-ez, line 14: 31,446.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administration. Amount: 65,544. Description: insurance. Amount: 3,865. Description: office expense. Amount: 2,275. Description: meetings & conferences. Amount: 1,717. Description: education materials. Amount: 12,457. Description: payroll services. Amount: 3,268. Description: payroll taxes. Amount: 6,802. Description: dues & subscriptions. Amount: 557. Total to form 990-ez, line 16: 96,485.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 13,991. End of year amount: 14,205. Description: prepaid expenses and deferred charges. Beg. Of year amount: 2,019. End of year amount: 2,157. Description: other depreciable assets. Beg. Of year amount: 8,775. End of year amount: 8,990.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 40,533. End of year amount: 55,344.

Raw XML Appendix179 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTIN GAY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOUIS TESTONE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL MORAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFFREY SZATKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
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IRS990EZ/OperateHospitalInd00
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IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0DISCLOSURE MADE IN MEMBER TRADE PUBLICATIONS AND ALL BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION/AMORTIZATION. AMOUNT: 1,735. DESCRIPTION: OTHER EXPENSES. AMOUNT: 29,711. TOTAL TO FORM 990-EZ, LINE 14: 31,446.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADMINISTRATION. AMOUNT: 65,544. DESCRIPTION: INSURANCE. AMOUNT: 3,865. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,275. DESCRIPTION: MEETINGS & CONFERENCES. AMOUNT: 1,717. DESCRIPTION: EDUCATION MATERIALS. AMOUNT: 12,457. DESCRIPTION: PAYROLL SERVICES. AMOUNT: 3,268. DESCRIPTION: PAYROLL TAXES. AMOUNT: 6,802. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 557. TOTAL TO FORM 990-EZ, LINE 16: 96,485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 13,991. END OF YEAR AMOUNT: 14,205. DESCRIPTION: PREPAID EXPENSES AND DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 2,019. END OF YEAR AMOUNT: 2,157. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 8,775. END OF YEAR AMOUNT: 8,990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 40,533. END OF YEAR AMOUNT: 55,344.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY CASTRELLO
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ReturnHeader/BusinessOfficerGrp/PhoneNum03154724411
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 58
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION & APPRENTICE TRAINING FUND
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ReturnHeader/Filer/EIN0166105880
ReturnHeader/Filer/PhoneNum03154724411
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0135025950
ReturnHeader/PreparerPersonGrp/PhoneNum03157355216
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COURTNEY A PEARSALL CPA
ReturnHeader/ReturnTs02015-09-25T12:37:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.31$5.16$2.84$2.39$0.45
2023Detailed filing. Detailed filing data is available for this year.$4.73$0.01$4.71$3.00$2.42$0.58
2022Detailed filing. Detailed filing data is available for this year.$4.49$0.36$4.14$3.26$2.28$0.98
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.32$3.15$3.73$2.00$1.73
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.36$1.42$2.17$1.92$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.34$1.17$1.66$1.50$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.31$1.01$1.57$1.53$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.32$0.97$1.38$1.53$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.62$1.13$1.53$1.47$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.30$1.07$1.44$1.52$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.55$1.16$1.66$2.05$0.38
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.41$1.54$1.42$1.69$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.15$1.82$1.84$1.60$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.17$1.57$1.67$1.49$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.17$1.39$1.79$1.49$0.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits