Civic Intelligence

Metropolitan Chicagoland Sheet Metal Industry Fund

990 • Fiscal year 2014 • EIN 23-7218399

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 10, 2015

Organization ProfileN/A

View Organization Page

2703 Van Buren St60104-2458

(708) 544-7007

Siviq Scores

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

Liabilities / Assets

95th percentile

0.89x

Higher debt load relative to assets than 95% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

21st percentile

0.03x

Higher debt load relative to revenue than 21% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Net Margin

27th percentile

-1.3%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Asset Growth

13th percentile

-9.1%

Faster asset growth than 13% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$42,261

Down $4,223 (-9.1%) from 2013

Net Assets

Down

$4,722

Down $17,087 (-78%) from 2013

Liabilities

Up

$37,539

Up $12,864 (+52%) from 2013

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin27th percentile

Revenue

$1,311,565

No earlier filing loaded for comparison.

Expenses

Up

$1,328,652

Up $115,735 (+9.5%) from 2013

Net Income

-$17,087

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$300K$200K$100K$0-$100KAssets 2010: $210,449Liabilities 2010: $24,352Net Assets 2010: $186,0972010Assets 2011: $62,628Liabilities 2011: $36,312Net Assets 2011: $26,3162011Assets 2012: $51,224Liabilities 2012: $44,351Net Assets 2012: $6,8732012Assets 2013: $46,484Liabilities 2013: $24,675Net Assets 2013: $21,8092013Assets 2014: $42,261Liabilities 2014: $37,539Net Assets 2014: $4,7222014Assets 2015: $21,332Liabilities 2015: $32,668Net Assets 2015: -$11,3362015Assets 2016: $56,870Liabilities 2016: $35,437Net Assets 2016: $21,4332016Assets 2017: $15,620Liabilities 2017: $32,456Net Assets 2017: -$16,8362017Assets 2018: $15,707Liabilities 2018: $35,137Net Assets 2018: -$19,4302018Assets 2019: $8,344Liabilities 2019: $35,155Net Assets 2019: -$26,8112019Assets 2020: $61,019Liabilities 2020: $31,547Net Assets 2020: $29,4722020Assets 2021: $159,991Liabilities 2021: $32,810Net Assets 2021: $127,1812021Assets 2022: $138,009Liabilities 2022: $31,690Net Assets 2022: $106,3192022Assets 2023: $103,013Liabilities 2023: $37,827Net Assets 2023: $65,1862023Assets 2024: $140,076Liabilities 2024: $37,140Net Assets 2024: $102,9362024Assets 2025: $130,730Liabilities 2025: $35,100Net Assets 2025: $95,6302025

Highlighted filing

2014

Assets$42,261
Liabilities$37,539
Net Assets$4,722
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,148,3702010Expenses 2011: $1,296,2982011Expenses 2012: $1,235,7892012Expenses 2013: $1,212,9172013Revenue 2014: $1,311,565Expenses 2014: $1,328,652Net Income 2014: -$17,0872014Revenue 2015: $1,501,337Expenses 2015: $1,517,395Net Income 2015: -$16,0582015Revenue 2016: $1,563,276Expenses 2016: $1,530,507Net Income 2016: $32,7692016Revenue 2017: $1,567,369Expenses 2017: $1,605,638Net Income 2017: -$38,2692017Revenue 2018: $1,633,667Expenses 2018: $1,636,261Net Income 2018: -$2,5942018Revenue 2019: $1,660,487Expenses 2019: $1,667,868Net Income 2019: -$7,3812019Revenue 2020: $1,665,688Expenses 2020: $1,609,405Net Income 2020: $56,2832020Revenue 2021: $1,455,497Expenses 2021: $1,357,788Net Income 2021: $97,7092021Revenue 2022: $1,468,199Expenses 2022: $1,489,061Net Income 2022: -$20,8622022Revenue 2023: $1,591,142Expenses 2023: $1,632,275Net Income 2023: -$41,1332023Revenue 2024: $1,623,770Expenses 2024: $1,586,020Net Income 2024: $37,7502024Revenue 2025: $1,622,558Expenses 2025: $1,629,864Net Income 2025: -$7,3062025

Highlighted filing

2014

Revenue$1,311,565
Expenses$1,328,652
Net Income-$17,087
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$1,311,565
Mission and Program Overview

Mission

To promote the sheet metal industry throughout the Chicagoland area, to provide support for the trade association of contractors and provide technical educational training

To promote the sheet metal industry throughout the Chicagoland area, to provide support for the trade association of contractors and provide technical educational training for sheet metal workers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$29,532$31,192▲ $1,660
Land, Buildings, and Equipment, Net$13,844$7,348▼ $6,496
Prepaid Expenses and Deferred Charges$3,108$3,721▲ $613
Total Assets$46,484$42,261▼ $4,223
Liabilities
Other Liabilities$24,675$37,539▲ $12,864
Total Liabilities$24,675$37,539▲ $12,864
Net Assets / Fund Balance
Unrestricted Net Assets$21,809$4,722▼ $17,087
Total Net Assets Fund Balance$21,809$4,722▼ $17,087
Total Liabilities and Net Assets / Fund Balance$46,484$42,261▼ $4,223

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements-$314,910$314,910
Equipment$7,348$195,131$202,479
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
David OstermanChairman
Dave RauschTrustee
Douglas VanerkaTrustee
Elaina TownsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,311,565
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-17,087

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,311,565
Total Revenue per Audited Statements
$1,311,565
Total Revenue per Form 990
$1,311,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,062,214
Other Expenses$266,438
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$1,062,214
Fees for Services Other---$134,298
Occupancy---$91,961
Other Expenses---$9,006
Fees for Services Accounting---$8,522
Depreciation Depletion---$6,496
Insurance---$4,344
All Other Expenses---$1,205
Advertising---$375
Total Functional Expenses$0$0$0$1,328,652

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,328,652
Total Expenses per Audited Statements$1,328,652
Total Expenses per Form 990$1,328,652
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
36-3102304--Genl support$482,630
36-2099048--Genl support$311,084
46-4927322--Genl support$268,500
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Industry Fund of the United States$25,539
Rent payable to SMACNA Greater Chicago$12,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
23-7218399
Phone
7085447007

Signing Officer

Name
David Osterman
Title
Chairman
Phone
7085447007
Signed
2015-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Osterman
Formed
1973
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Diane M Malzahn
Phone
6305714648
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“No formal board of trustees or committee meetings were held”

Pt VI, Line 8A

“during the year. Matters concerning governance of the organization”

Pt VI, Line 8A

“were handled via telephone discussions among the trustees.”

Pt VI, Line 8B

“The organization has no committees.”

Pt VI, Line 11B

“The Fund's administrator reviews the completed Form 990”

Pt VI, Line 11B

“and distributes a copy to each trustee prior to filing the return.”

Pt VI, Line 19

“Upon written request, the industry fund's governing documents, policies and”

Pt VI, Line 19

“financial statements are provided to contributing employers operating under the”

Pt VI, Line 19

“Collective Bargaining Agreement with Sheet Metal Workers”

Pt VI, Line 19

“International Association Local 73”

Raw XML Appendix325 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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IRS990/ActivityOrMissionDesc0To promote the sheet metal industry throughout the Chicagoland area, to provide support for the trade association of contractors and provide technical educational training for sheet metal workers
IRS990/AdvertisingGrp/TotalAmt0375
IRS990/AllOtherExpensesGrp/TotalAmt01205
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10Donald A Adolfs
IRS990/BooksInCareOfDetail/PhoneNum07085447007
IRS990/BooksInCareOfDetail/USAddress/AddressLine102703 Van Buren St
IRS990/BooksInCareOfDetail/USAddress/City0Bellwood
IRS990/BooksInCareOfDetail/USAddress/State0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0601042458
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IRS990/Desc0THE INDUSTRY FUND PROVIDES FUNDING TO SMACNA GREATER CHICAGO (FORMERLY SMACNA CHICAGO), A LOCAL TRADE ASSOCIATION, AND THE NATIONAL INDUSTRY FUND TO PROVIDE ITS MEMBERS A COLLECTIVE VOICE IN MATTERS IN WHICH THE INTERESTS OF ITS MEMBERS, THE SHEET METAL INDUSTRY, AND THE PUBLIC MAY PROPERLY BENEFIT; TO PROMOTE SOUND LABOR RELATIONS THROUGH LABOR AND MANAGEMENT COOPERATION; TO STUDY AND INSTITUTE STANDARDS AND PRACTICES IN THE SHEET METAL INDUSTRY.
IRS990/DescribedInSection501c3Ind0false
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IRS990/FeesForServicesAccountingGrp/TotalAmt08522
IRS990/FeesForServicesOtherGrp/TotalAmt0134298
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVE RAUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID OSTERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ELAINA TOWNS
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUGLAS VANERKA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01062214
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01311565
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt04344
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0510041
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013844
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07348
IRS990/LandBldgEquipCostOrOtherBssAmt0517389
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To promote the sheet metal industry
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt021809
IRS990/NetAssetsOrFundBalancesEOYAmt04722
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt091961
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Tech training center equip
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Apprentice graduation
IRS990/OtherExpensesGrp/Desc3Safety payroll info matls
IRS990/OtherExpensesGrp/TotalAmt02311
IRS990/OtherExpensesGrp/TotalAmt12871
IRS990/OtherExpensesGrp/TotalAmt25049
IRS990/OtherExpensesGrp/TotalAmt39006
IRS990/OtherLiabilitiesGrp/BOYAmt024675
IRS990/OtherLiabilitiesGrp/EOYAmt037539
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03108
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03721
IRS990/PrincipalOfficerNm0DAVID OSTERMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1531120
IRS990/ProgramServiceRevenueGrp/Desc0Contractor contributions
IRS990/ProgramServiceRevenueGrp/Desc1Rental of training school
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01311265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1300
IRS990/ProgSrvcAccomActy2Grp/Desc0THE INDUSTRY FUND SERVES APPROXIMATELY 2000 UNION SHEET METAL WORKERS EMPLOYED BY 244 CONTRACTORS, PROVIDING TECHNICAL TRAINING CLASSES FOR HVAC TESTING AND BALANCING AND TAB CERTIFICATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0120523
IRS990/ProgSrvcAccomActy3Grp/Desc0THE INDUSTRY FUND, IN AN EFFORT TO PROMOTE INDUSTRY SAFETY PRACTICES, PROVIDES DRUG TESTING PROGRAMS AND EDUCATIONAL MATERIALS FOR DISTRIBUTION TO THE CONTRACTORS' EMPLOYEES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0124066
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0992300
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07348
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0195131
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0202479
IRS990ScheduleD/ExpensesSubtotalAmt01328652
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0314910
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0314910
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025539
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Industry Fund of the United States
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rent payable to SMACNA Greater Chicago
IRS990ScheduleD/RevenueSubtotalAmt01311565
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07348
IRS990ScheduleD/TotalExpensesPerForm990Amt01328652
IRS990ScheduleD/TotalLiabilityAmt037539
IRS990ScheduleD/TotalRevenuePerForm990Amt01311565
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01328652
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0311084
IRS990ScheduleI/RecipientTable/CashGrantAmt1482630
IRS990ScheduleI/RecipientTable/CashGrantAmt2268500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Genl support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Genl support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Genl support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SMACNA Industry Fund(US)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11SMACNA Chicago
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12SMACNA Greater Chicago
IRS990ScheduleI/RecipientTable/RecipientEIN0362099048
IRS990ScheduleI/RecipientTable/RecipientEIN1363102304
IRS990ScheduleI/RecipientTable/RecipientEIN2464927322
IRS990ScheduleI/RecipientTable/USAddress/AddressLine104201 Lafayette Center Dr
IRS990ScheduleI/RecipientTable/USAddress/AddressLine112703 Van Buren St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine122703 Van Buren St
IRS990ScheduleI/RecipientTable/USAddress/City0Chantilly
IRS990ScheduleI/RecipientTable/USAddress/City1Bellwood
IRS990ScheduleI/RecipientTable/USAddress/City2Bellwood
IRS990ScheduleI/RecipientTable/USAddress/State0VA
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IRS990ScheduleI/RecipientTable/USAddress/State2IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode020151
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode160104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode260104
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Contributions to SMACNA Industry Fund (US), SMACNA Chicago and its successor
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1organization, SMACNA Greater Chicago, are granted for general support and use
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2at the organizations' discretion.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No formal board of trustees or committee meetings were held
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1during the year. Matters concerning governance of the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2were handled via telephone discussions among the trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has no committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Fund's administrator reviews the completed Form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5and distributes a copy to each trustee prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon written request, the industry fund's governing documents, policies and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7financial statements are provided to contributing employers operating under the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Collective Bargaining Agreement with Sheet Metal Workers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9International Association Local 73
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt046484
IRS990/TotalAssetsEOYAmt042261
IRS990/TotalAssetsGrp/BOYAmt046484
IRS990/TotalAssetsGrp/EOYAmt042261
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01328652
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024675
IRS990/TotalLiabilitiesEOYAmt037539
IRS990/TotalLiabilitiesGrp/BOYAmt024675
IRS990/TotalLiabilitiesGrp/EOYAmt037539
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021809
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04722
IRS990/TotalProgramServiceExpensesAmt0995719
IRS990/TotalProgramServiceRevenueAmt01311565
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01311565
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01311565
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046484
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042261
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt021809
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04722
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102703 Van Buren St
IRS990/USAddress/City0Bellwood
IRS990/USAddress/State0IL
IRS990/USAddress/ZIPCode060104
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID OSTERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07085447007
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Metropolitan Chicagoland Sheet Metal Industry Fund
ReturnHeader/Filer/BusinessNameControlTxt0METR
ReturnHeader/Filer/EIN0237218399
ReturnHeader/Filer/PhoneNum07085447007
ReturnHeader/Filer/USAddress/AddressLine102703 Van Buren St
ReturnHeader/Filer/USAddress/City0Bellwood
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode0601042458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Diane M Malzahn CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101100 Jorie Blvd Suite 372
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Oak Brook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060523
ReturnHeader/PreparerPersonGrp/PhoneNum06305714648
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE M MALZAHN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-13T10:18:59-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,261
Liabilities
$37,539
Net assets
$4,722
Revenue
$1,311,565
Expenses
$1,328,652
Net income
-$17,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.04$0.10$1.62$1.63$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.04$0.10$1.62$1.59$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.04$0.07$1.59$1.63$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.03$0.11$1.47$1.49$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.03$0.13$1.46$1.36$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.03$0.03$1.67$1.61$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.04$0.03$1.66$1.67$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.04$0.02$1.63$1.64$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.03$0.02$1.57$1.61$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.04$0.02$1.56$1.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.03$0.01$1.50$1.52$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.00$1.31$1.33$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.02$0.02$1.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.04$0.01$1.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.04$0.03$1.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.02$0.19$1.15