Civic Intelligence

Sheet Metal Workers Inter Assoc Scholarship Fund

990 • Fiscal year 2016 • EIN 23-2480754

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 06, 2017

Organization Profilena

View Organization Page

1301 S Columbus BlvdPhiladelphia, PA 19147

(215) 952-1999

Siviq Scores

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

Liabilities / Assets

89th percentile

0.50x

Higher debt load relative to assets than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.67x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

86th percentile

56%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$107,734

Up $38,544 (+56%) from 2015

Net Assets

Up

$53,484

Up $30,294 (+131%) from 2015

Liabilities

Up

$54,250

Up $8,250 (+18%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin88th percentile

Revenue

Up

$80,598

Up $21,854 (+37%) from 2015

Expenses

Up

$50,304

Up $16,304 (+48%) from 2015

Net Income

Up

$30,294

Up $5,550 (+22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$400K$200K$0-$200KAssets 2010: $214,658Liabilities 2010: $2,200Net Assets 2010: $212,4582010Assets 2011: $166,289Liabilities 2011: $13,307Net Assets 2011: $152,9822011Assets 2012: $100,752Liabilities 2012: $73,528Net Assets 2012: $27,2242012Assets 2013: $49,315Liabilities 2013: $77,128Net Assets 2013: -$27,8132013Assets 2014: $65,015Liabilities 2014: $66,569Net Assets 2014: -$1,5542014Assets 2015: $69,190Liabilities 2015: $46,000Net Assets 2015: $23,1902015Assets 2016: $107,734Liabilities 2016: $54,250Net Assets 2016: $53,4842016Assets 2017: $118,705Liabilities 2017: $56,500Net Assets 2017: $62,2052017Assets 2018: $156,049Liabilities 2018: $68,500Net Assets 2018: $87,5492018Assets 2019: $216,741Liabilities 2019: $87,000Net Assets 2019: $129,7412019Assets 2020: $347,460Liabilities 2020: $110,000Net Assets 2020: $237,4602020Assets 2021: $396,802Liabilities 2021: $137,000Net Assets 2021: $259,8022021Assets 2022: $346,580Liabilities 2022: $152,067Net Assets 2022: $194,5132022Assets 2023: $356,373Liabilities 2023: $156,750Net Assets 2023: $199,6232023Assets 2024: $330,071Liabilities 2024: $157,000Net Assets 2024: $173,0712024

Highlighted filing

2016

Assets$107,734
Liabilities$54,250
Net Assets$53,484
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $129,654Expenses 2010: $163,002Net Income 2010: -$33,3482010Revenue 2011: $47,338Expenses 2011: $106,814Net Income 2011: -$59,4762011Revenue 2012: $3,009Expenses 2012: $59,767Net Income 2012: -$56,7582012Revenue 2013: $7,706Expenses 2013: $62,743Net Income 2013: -$55,0372013Revenue 2014: $61,798Expenses 2014: $35,539Net Income 2014: $26,2592014Revenue 2015: $58,744Expenses 2015: $34,000Net Income 2015: $24,7442015Revenue 2016: $80,598Expenses 2016: $50,304Net Income 2016: $30,2942016Revenue 2017: $59,547Expenses 2017: $50,826Net Income 2017: $8,7212017Revenue 2018: $87,927Expenses 2018: $62,583Net Income 2018: $25,3442018Revenue 2019: $129,417Expenses 2019: $87,225Net Income 2019: $42,1922019Revenue 2020: $213,258Expenses 2020: $105,539Net Income 2020: $107,7192020Revenue 2021: $153,014Expenses 2021: $130,672Net Income 2021: $22,3422021Revenue 2022: $106,533Expenses 2022: $171,822Net Income 2022: -$65,2892022Revenue 2023: $167,809Expenses 2023: $162,699Net Income 2023: $5,1102023Revenue 2024: $143,888Expenses 2024: $170,440Net Income 2024: -$26,5522024

Highlighted filing

2016

Revenue$80,598
Expenses$50,304
Net Income$30,294
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 6, 2017
Return Version
2016v3.0
Gross Receipts
$207,102
Mission and Program Overview

Mission

The local union no. 19 scholarship fund was established in order to raise monies for and administer a scholarship program granting college scholarships to a spouse or dependent children of members.

The Fund provides financial assistance through the awarding of scholarships to a spouse or dependent child of active and retired members in good standing of the Sheet Metal Workers' International Association Local Union No. 19.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$64,655$98,349▲ $33,694
Prepaid Expenses and Deferred Charges$500$0▼ $500
Total Assets$69,190$107,734▲ $38,544
Other Assets Total$4,035$9,385▲ $5,350
Liabilities
Other Liabilities$42,000$46,000▲ $4,000
Accounts Payable and Accrued Expenses$4,000$8,250▲ $4,250
Total Liabilities$46,000$54,250▲ $8,250
Net Assets / Fund Balance
Unrestricted Net Assets$23,190$53,484▲ $30,294
Total Net Assets Fund Balance$23,190$53,484▲ $30,294
Total Liabilities and Net Assets / Fund Balance$69,190$107,734▲ $38,544

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,165--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Gary LutheEmployer Trustee
William ReardonEmployer Trustee
Gary MasinoUnion Trustee
Thomas KingenbergUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$48,062
Investment Income
$0
Other Revenue
$32,536
Change in Net Assets
$30,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,102
Revenue Not Reported on Financial Statements
$-126,504
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-126,504
Total Revenue per Audited Statements
$207,102
Total Revenue per Form 990
$80,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$45,000--$45,000
Fees for Services Accounting-$4,250-$4,250
Office Expenses-$554-$554
Insurance-$500-$500
Total Functional Expenses$45,000$5,304$0$50,304

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$176,808
Expenses Not Reported on Form 990$126,504
Expenses per Audited Statements$50,304
Total Expenses per Form 990$50,304
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$159,040
Fundraising Direct Expenses$126,504
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
dinner dance$118,290$118,290$99,565$18,725
Golf Outing$40,750$40,750$26,939$13,811
Total Events$159,040$159,040$126,504$32,536
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarship Payable$45,000
Due to Related party$1,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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

“The form 990 is provided to the organization by the form's preparer, and independent public accountant, at one of the trustee meetings where its is reviewed and signed.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers International
EIN
23-2480754
Phone
2159521999
Address
1301 S COLUMBUS BLVD, PHILADELPHIA, PA 19147

Signing Officer

Name
thomas klingenberg
Title
trustee
Phone
2159521999
Signed
2017-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
thomas klingenberg
Formed
1987
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
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
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Management is required to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U.S. Federal, state, or local taxing authorities. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the Fund.”

Part XI, Line 4B - Other Adjustments:

“fundraising events -126,504.”

Part XII, Line 2D - Other Adjustments:

“fundraising events 126,504.”

Raw XML AppendixShowing 400 of 409 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management is required to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U.S. Federal, state, or local taxing authorities. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the Fund.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1fundraising events -126,504.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2fundraising events 126,504.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0118290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt040750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0159040
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032536
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0126504
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt099565
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt026939
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE ORGANIZATION BY THE FORM'S PREPARER, AND INDEPENDENT PUBLIC ACCOUNTANT, AT ONE OF THE TRUSTEE MEETINGS WHERE ITS IS REVIEWED AND SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Local Union No19 BUD Fund
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(9)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Catering
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2labor union
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11301 S Columbus BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21301 S Columbus BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Philadelphia
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Philadelphia
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2philadelphia
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd219147
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt057456
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Penn's Landing Catering
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Local Union No 19 BUD Fund
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt069190
IRS990/TotalAssetsEOYAmt0107734
IRS990/TotalAssetsGrp/BOYAmt069190
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05304
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045000
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt045000
IRS990/TotalProgramServiceRevenueAmt048062
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt032536
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt048062
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080598
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt069190
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0107734
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt023190
IRS990/UnrestrictedNetAssetsGrp/EOYAmt053484
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019147
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0na
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0thomas klingenberg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02159521999
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION local 19 scholarship fund
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ReturnHeader/Filer/EIN0232480754
ReturnHeader/Filer/PhoneNum02159521999
ReturnHeader/Filer/USAddress/AddressLine1Txt01301 S COLUMBUS BLVD
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02017-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm006:34:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,734
Liabilities
$54,250
Net assets
$53,484
Revenue
$80,598
Expenses
$50,304
Net income
$30,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$1.57$1.73$1.44$1.70$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.56$1.57$2.00$1.68$1.63$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.47$1.52$1.95$1.07$1.72$0.65
2021Detailed filing. Detailed filing data is available for this year.$3.97$1.37$2.60$1.53$1.31$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.47$1.10$2.37$2.13$1.06$1.08
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.87$1.30$1.29$0.87$0.42
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.69$0.88$0.88$0.63$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.57$0.62$0.60$0.51$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.54$0.53$0.81$0.50$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.46$0.23$0.59$0.34$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.67$0.02$0.62$0.36$0.26
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.77$0.28$0.08$0.63$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.74$0.27$0.03$0.60$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.13$1.53$0.47$1.07$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.02$2.12$1.30$1.63$0.33