Civic Intelligence

Saginaw Valley Sheet Metal Industry Fund

EIN 23-7084604 • 501(c)6 • Haslett, MI

Profile

To provide training programs employer union negotiations

PO Box 220Haslett, MI 48840

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$78,079

Up $20,567 (+36%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$78,079

Up $20,567 (+36%) from 2022

Operations
Liabilities / Revenue51st percentileNet Margin72nd percentile

Revenue

Up

$172,127

Up $49,461 (+40%) from 2022

Expenses

Up

$149,948

Up $34,040 (+29%) from 2022

Net Income

Up

$22,179

Up $15,421 (+228%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $61,664Net Assets 2010: $61,6642010Assets 2012: $73,283Net Assets 2012: $73,2832012Assets 2013: $62,034Net Assets 2013: $62,0342013Assets 2015: $56,018Net Assets 2015: $56,0182015Assets 2016: $50,019Net Assets 2016: $50,0192016Assets 2017: $45,013Net Assets 2017: $45,0132017Assets 2018: $32,208Net Assets 2018: $32,2082018Assets 2019: $18,909Net Assets 2019: $18,9092019Assets 2020: $37,052Net Assets 2020: $37,0522020Assets 2021: $51,759Net Assets 2021: $51,7592021Assets 2022: $57,512Net Assets 2022: $57,5122022Assets 2024: $78,079Liabilities 2024: $0Net Assets 2024: $78,0792024

Highlighted filing

2024

Assets$78,079
Liabilities$0
Net Assets$78,079
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $104,764Expenses 2010: $101,108Net Income 2010: $3,6562010Revenue 2012: $95,642Expenses 2012: $95,810Net Income 2012: -$1682012Revenue 2013: $95,723Expenses 2013: $106,972Net Income 2013: -$11,2492013Revenue 2015: $108,019Expenses 2015: $119,006Net Income 2015: -$10,9872015Revenue 2016: $96,020Expenses 2016: $102,019Net Income 2016: -$5,9992016Revenue 2017: $111,940Expenses 2017: $116,945Net Income 2017: -$5,0052017Revenue 2018: $128,858Expenses 2018: $141,663Net Income 2018: -$12,8052018Revenue 2019: $106,149Expenses 2019: $119,448Net Income 2019: -$13,2992019Revenue 2020: $124,084Expenses 2020: $105,941Net Income 2020: $18,1432020Revenue 2021: $132,484Expenses 2021: $117,777Net Income 2021: $14,7072021Revenue 2022: $122,666Expenses 2022: $115,908Net Income 2022: $6,7582022Revenue 2024: $172,127Expenses 2024: $149,948Net Income 2024: $22,1792024

Highlighted filing

2024

Revenue$172,127
Expenses$149,948
Net Income$22,179
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$78,079
Liabilities
$0
Net assets
$78,079
Revenue
$172,127
Expenses
$149,948
Net income
$22,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$1.72$1.50$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.23$1.16$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.52$1.32$1.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.24$1.06$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.06$1.19$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.32$1.29$1.42$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$1.12$1.17$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.50$0.96$1.02$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.08$1.19$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.96$1.07$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.73$0.96$0.96$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.62$1.05$1.01$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$122,666
Mission and Program Overview

Mission

To provide training programs and employer union negotiations

Program Services

DescriptionGrantsExpenses
DUES FEES PAID TO PROVIDE TRAINING PROGRAMS AND PARTICIPATION IN UNION NEGOTIATIONS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE STOCKWELLPresident-$0--
CHRIS STOCKWELLVice Preside-$0--
JAN GREENSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Saginaw Valley Sheet Metal Industry
EIN
23-7084604
Phone
5173391123
Address
PO BOX 220, HASLETT, MI 48840

Signing Officer

Name
Jan Green
Title
Secretary/treasurer
Phone
5173391123
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Benda Grace Stulz & Company Pc
Address
38800 VAN DYKE AVE STE 100, STERLING HEIGHTS, MI 48312
Preparer
Bryan Stulz
Phone
5868836240
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Smacna national office 38,513 4201 lafayette center drive chantilly va 20151-1219 michigan chapter of smacna 50,370 p.o. Box 220 haslett mi 48840-0220”

Form 990-ez, Part I, Line 16

“Expenses bank charges 80 labor negotiations 1,495 national convention 16,319 labor seminar 5,288 insurance 100 dues 2,600 safety training 170 miscellaneous 20 total 26,072”

Form 990-ez, Part I, Line 20

“UNREALIZED LOSS -1,005”

Raw XML Appendix98 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/PersonNm0JAN GREEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05173391123
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01152 HASLETT ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HASLETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048823
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051759
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057512
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0122193
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06758
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0953
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051759
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057512
IRS990EZ/GrantsAndSimilarAmountsPaidAmt088883
IRS990EZ/GrossReceiptsAmt0122666
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0473
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051759
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057512
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051759
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE STOCKWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS STOCKWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAN GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1005
IRS990EZ/OtherExpensesTotalAmt026072
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TRAINING PROGRAMS AND EMPLOYER UNION NEGOTIATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DUES FEES PAID TO PROVIDE TRAINING PROGRAMS AND PARTICIPATION IN UNION NEGOTIATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115908
IRS990EZ/TotalRevenueAmt0122666
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SMACNA NATIONAL OFFICE 38,513 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151-1219 MICHIGAN CHAPTER OF SMACNA 50,370 P.O. BOX 220 HASLETT MI 48840-0220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 80 LABOR NEGOTIATIONS 1,495 NATIONAL CONVENTION 16,319 LABOR SEMINAR 5,288 INSURANCE 100 DUES 2,600 SAFETY TRAINING 170 MISCELLANEOUS 20 TOTAL 26,072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSS -1,005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05173391123
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAGINAW VALLEY SHEET METAL INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0SAGI
ReturnHeader/Filer/EIN0237084604
ReturnHeader/Filer/PhoneNum05173391123
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 220
ReturnHeader/Filer/USAddress/CityNm0HASLETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048840
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382284921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENDA GRACE STULZ & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038800 VAN DYKE AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STERLING HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048312
ReturnHeader/PreparerPersonGrp/PhoneNum05868836240
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN STULZ
ReturnHeader/ReturnTs02023-11-15T15:36:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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