Civic Intelligence

Smart Local Union No 49 Joint Apprenticeship and Training Trust Fund

990 • Fiscal year 2017 • EIN 23-7116415

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 07, 2017

Organization ProfileN/A
2300 Buena Vista SE 110Albuquerque, NM 87106

(505) 266-5878

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Net Margin

51st percentile

5.3%

Higher net margin than 51% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$76,067

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

2.0%

Faster asset growth than 35% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

25%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$1,109,690

Up $22,238 (+2.0%) from 2016

Net Assets

Up

$1,096,621

Up $23,348 (+2.2%) from 2016

Liabilities

Down

$13,069

Down $1,110 (-7.8%) from 2016

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin51st percentile

Revenue

Up

$439,871

Up $87,898 (+25%) from 2016

Expenses

Up

$416,523

Up $21,927 (+5.6%) from 2016

Net Income

Up

$23,348

Up $65,971 (+155%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,107,848Liabilities 2013: $18,819Net Assets 2013: $1,089,0292013Assets 2015: $1,128,778Liabilities 2015: $12,882Net Assets 2015: $1,115,8962015Assets 2016: $1,087,452Liabilities 2016: $14,179Net Assets 2016: $1,073,2732016Assets 2017: $1,109,690Liabilities 2017: $13,069Net Assets 2017: $1,096,6212017Assets 2018: $1,192,890Liabilities 2018: $12,880Net Assets 2018: $1,180,0102018Assets 2019: $1,224,479Liabilities 2019: $13,363Net Assets 2019: $1,211,1162019Assets 2021: $1,302,876Liabilities 2021: $8,814Net Assets 2021: $1,294,0622021Assets 2022: $1,652,262Liabilities 2022: $210,185Net Assets 2022: $1,442,0772022

Highlighted filing

2017

Assets$1,109,690
Liabilities$13,069
Net Assets$1,096,621
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500KExpenses 2013: $399,5732013Revenue 2015: $348,953Expenses 2015: $406,051Net Income 2015: -$57,0982015Revenue 2016: $351,973Expenses 2016: $394,596Net Income 2016: -$42,6232016Revenue 2017: $439,871Expenses 2017: $416,523Net Income 2017: $23,3482017Revenue 2018: $570,172Expenses 2018: $486,783Net Income 2018: $83,3892018Revenue 2019: $593,000Expenses 2019: $561,894Net Income 2019: $31,1062019Revenue 2021: $687,730Expenses 2021: $596,527Net Income 2021: $91,2032021Revenue 2022: $844,780Expenses 2022: $696,765Net Income 2022: $148,0152022

Highlighted filing

2017

Revenue$439,871
Expenses$416,523
Net Income$23,348
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 7, 2017
Return Version
2016v3.0
Gross Receipts
$439,871
Mission and Program Overview

Mission

Training and education of apprentice Sheet Metal Workers in New Mexico

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$599,575$607,177▲ $7,602
Cash and Non-Interest-Bearing Accounts$374,758$441,714▲ $66,956
Land, Buildings, and Equipment, Net$58,273$60,799▲ $2,526
Savings and Temporary Cash Investments$54,846$0▼ $54,846
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,087,452$1,109,690▲ $22,238
Other Assets Total-$0-
Liabilities
Other Liabilities$14,179$13,069▼ $1,110
Total Liabilities$14,179$13,069▼ $1,110
Net Assets / Fund Balance
Unrestricted Net Assets$1,073,273$1,096,621▲ $23,348
Total Net Assets Fund Balance$1,073,273$1,096,621▲ $23,348
Total Liabilities and Net Assets / Fund Balance$1,087,452$1,109,690▲ $22,238

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,127$364,959$375,086
Leasehold Improvements$50,672$30,739$81,411
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jerry ArmsTraining CoordinatorFT$76,067$76,067

Board Members and Trustees

NameTitle
Vincente AlvaradoChair, Labor
Anthony KocurekCO-Chair, Mgmnt
Darrin PutnamTrustee
Donna DonoghueTrustee
Isaiah ZemkeTrustee
Patrick DeresinTrustee
Richard Stoltenberg SrTrustee
Shasta EricksonTrustee
Steve CrespinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$431,595
Investment Income
$8,276
Other Revenue
$0
Change in Net Assets
$23,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$219,775
Other Expenses$196,748
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$76,067--$76,067
Other Salaries and Wages$68,125--$68,125
Other Employee Benefits$63,944--$63,944
Occupancy$55,345--$55,345
Travel$54,465--$54,465
Payroll Taxes$11,639--$11,639
Insurance$8,069$2,690-$10,759
Fees for Services Legal-$7,415-$7,415
All Other Expenses$5,133$1,849-$6,982
Depreciation Depletion$5,550--$5,550
Fees for Services Accounting-$4,846-$4,846
Other Expenses$3,503$7,820-$3,503
Office Expenses-$2,060-$2,060
Total Functional Expenses$389,843$26,680$0$416,523
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sheet Metal Workers Local 49SponsorTrustees on Both BoardsNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$6,571
Refundable Deposits$6,498
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“Not applicable-there are no subcommitties”

Form 990, Part VI, Line 11B: Form 990 Review Process

“An officer reviews the form 990 prior to signature and presents to the board at the next meeting.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Lu 49 Joint
EIN
23-7116415
Phone
5052665878
Address
2300 BUENA VISTA SE 110, ALBUQUERQUE, NM 87106

Signing Officer

Name
Vincente Alvarado
Title
Chairman
Signed
2017-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vincente Alvarado
Formed
1970
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
9
Employees
3

Preparer

Firm
Findell & Company PC
Address
6605 Uptown Blvd NE 320, Albuquerque, NM 87110
Preparer
Max Findell Ii
Phone
5058899104
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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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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0VINCENTE ALVARADO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc2REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc3SALE OF TRAINING SUPPLIES
IRS990/ProgramServiceRevenueGrp/Desc4STATE OF NEW MEXICO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0269779
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11178
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt221898
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31924
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4136816
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0269779
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt221898
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4136816
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-21225
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0176340
IRS990/PYProgramServiceRevenueAmt0373198
IRS990/PYRevenuesLessExpensesAmt0-42623
IRS990/PYSalariesCompEmpBnftPaidAmt0218256
IRS990/PYTotalExpensesAmt0394596
IRS990/PYTotalRevenueAmt0351973
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt023348
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054846
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt010127
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0364959
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0375086
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt050672
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt030739
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt081411
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06571
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16498
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt060799
IRS990ScheduleD/TotalBookValueProgramRltdAmt0607177
IRS990ScheduleD/TotalLiabilityAmt013069
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0INFORMATION REGARDING THE APPRENTICESHIP TRAINING PROGRAM AND ITS NONDISCRIMINATORY POLICY IS MADE AVAILABLE TO ALL NEW APPLICANTS AND REQUIRED AGENCIES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SHEET METAL WORKERS LOCAL 49
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SPONSOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0TRUSTEES ON BOTH BOARDS
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE-THERE ARE NO SUBCOMMITTIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN OFFICER REVIEWS THE FORM 990 PRIOR TO SIGNATURE AND PRESENTS TO THE BOARD AT THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01087452
IRS990/TotalAssetsEOYAmt01109690
IRS990/TotalAssetsGrp/BOYAmt01087452
IRS990/TotalAssetsGrp/EOYAmt01109690
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026680
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0389843
IRS990/TotalFunctionalExpensesGrp/TotalAmt0416523
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014179
IRS990/TotalLiabilitiesEOYAmt013069
IRS990/TotalLiabilitiesGrp/BOYAmt014179
IRS990/TotalLiabilitiesGrp/EOYAmt013069
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01073273
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01096621

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,109,690
Liabilities
$13,069
Net assets
$1,096,621
Revenue
$439,871
Expenses
$416,523
Net income
$23,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.21$1.44$0.84$0.70$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.01$1.29$0.69$0.60$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.01$1.21$0.59$0.56$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.01$1.18$0.57$0.49$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$0.44$0.42$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.07$0.35$0.39$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$0.35$0.41$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.02$1.09$0.40