Civic Intelligence

National Stabilization Agreement of the Sheet Metal Industry Trust Fund

990 • Fiscal year 2015 • EIN 23-7315003

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 11, 2016

Organization ProfileWWW.SASMI.ORG

View Organization Page

8403 ARLINGTON BLVD No 310Fairfax, VA 22031

(703) 739-7250

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.04x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Net Margin

95th percentile

56%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

80th percentile

$274,454

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Asset Growth

68th percentile

4.1%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

10%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$723,442,651

Up $28,766,943 (+4.1%) from 2014

Net Assets

Up

$720,031,370

Up $28,350,429 (+4.1%) from 2014

Liabilities

Up

$3,411,281

Up $416,514 (+14%) from 2014

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin95th percentile

Revenue

Up

$94,647,676

Up $8,943,473 (+10%) from 2014

Expenses

Down

$41,807,877

Down $2,065,014 (-4.7%) from 2014

Net Income

Up

$52,839,799

Up $11,008,487 (+26%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2010: $477,531,354Liabilities 2010: $1,263,992Net Assets 2010: $476,267,3622010Assets 2011: $475,364,007Liabilities 2011: $2,595,974Net Assets 2011: $472,768,0332011Assets 2012: $538,017,228Liabilities 2012: $5,687,169Net Assets 2012: $532,330,0592012Assets 2013: $640,316,620Liabilities 2013: $1,406,722Net Assets 2013: $638,909,8982013Assets 2014: $694,675,708Liabilities 2014: $2,994,767Net Assets 2014: $691,680,9412014Assets 2015: $723,442,651Liabilities 2015: $3,411,281Net Assets 2015: $720,031,3702015Assets 2016: $775,338,301Liabilities 2016: $1,308,692Net Assets 2016: $774,029,6092016Assets 2017: $918,697,476Liabilities 2017: $15,784,410Net Assets 2017: $902,913,0662017Assets 2018: $899,484,136Liabilities 2018: $824,743Net Assets 2018: $898,659,3932018Assets 2019: $1,099,083,445Liabilities 2019: $1,232,973Net Assets 2019: $1,097,850,4722019Assets 2020: $1,246,689,739Liabilities 2020: $2,831,484Net Assets 2020: $1,243,858,2552020Assets 2021: $1,444,601,177Liabilities 2021: $1,802,621Net Assets 2021: $1,442,798,5562021Assets 2022: $1,274,548,085Liabilities 2022: $9,633,344Net Assets 2022: $1,264,914,7412022Assets 2023: $1,460,583,793Liabilities 2023: $2,228,007Net Assets 2023: $1,458,355,7862023Assets 2024: $1,649,731,405Liabilities 2024: $3,531,893Net Assets 2024: $1,646,199,5122024

Highlighted filing

2015

Assets$723,442,651
Liabilities$3,411,281
Net Assets$720,031,370
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$200M$150M$100M$50M$0Expenses 2010: $84,603,3732010Expenses 2011: $63,353,5422011Expenses 2012: $51,749,2702012Revenue 2013: $114,255,138Expenses 2013: $46,050,973Net Income 2013: $68,204,1652013Revenue 2014: $85,704,203Expenses 2014: $43,872,891Net Income 2014: $41,831,3122014Revenue 2015: $94,647,676Expenses 2015: $41,807,877Net Income 2015: $52,839,7992015Revenue 2016: $83,780,293Expenses 2016: $41,196,956Net Income 2016: $42,583,3372016Revenue 2017: $117,488,480Expenses 2017: $40,869,608Net Income 2017: $76,618,8722017Revenue 2018: $148,595,603Expenses 2018: $41,928,163Net Income 2018: $106,667,4402018Revenue 2019: $94,970,524Expenses 2019: $39,758,889Net Income 2019: $55,211,6352019Revenue 2020: $129,594,839Expenses 2020: $78,155,219Net Income 2020: $51,439,6202020Revenue 2021: $151,786,924Expenses 2021: $58,230,830Net Income 2021: $93,556,0942021Revenue 2022: $114,673,202Expenses 2022: $55,240,190Net Income 2022: $59,433,0122022Revenue 2023: $155,827,952Expenses 2023: $60,410,062Net Income 2023: $95,417,8902023Revenue 2024: $182,025,287Expenses 2024: $62,200,862Net Income 2024: $119,824,4252024

Highlighted filing

2015

Revenue$94,647,676
Expenses$41,807,877
Net Income$52,839,799
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 11, 2016
Return Version
2015v2.1
Gross Receipts
$934,147,957
Mission and Program Overview

Mission

HEALTH BENEFIT FUND

To provide health & welfare, supplemental unemployment and underemployment benefits, special travel, severance, retiree health premium, retiree healthcare reimbursement account and other benefits for purpose of stabilizing the economic well being of sheet metal workers and employees meeting the requirements specified in the trust agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$691,680,941$720,031,370▲ $28,350,429
Investments in Publicly Traded Securities$433,353,854$474,727,586▲ $41,373,732
Investments Other Securities$217,809,325$189,586,944▼ $28,222,381
Savings and Temporary Cash Investments$34,108,970$50,561,468▲ $16,452,498
Accounts Receivable$8,184,581$8,342,678▲ $158,097
Prepaid Expenses and Deferred Charges$89,324$159,250▲ $69,926
Cash and Non-Interest-Bearing Accounts$86,515--
Land, Buildings, and Equipment, Net$116,028$53,985▼ $62,043
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$694,675,708$723,442,651▲ $28,766,943
Other Assets Total$927,111$10,740▼ $916,371
Liabilities
Accounts Payable and Accrued Expenses$1,031,250$1,867,407▲ $836,157
Other Liabilities$1,963,517$1,543,874▼ $419,643
Total Liabilities$2,994,767$3,411,281▲ $416,514
Net Assets / Fund Balance
Total Net Assets Fund Balance$691,680,941$720,031,370▲ $28,350,429
Total Liabilities and Net Assets / Fund Balance$694,675,708$723,442,651▲ $28,766,943

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,167$680,444$707,611
Other Land Buildings$26,818$86,065$112,883
Other Securities$14,623,154--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth ColomboAdministratorFT$187,566$86,888$274,454
Daniel J ShaughnessyController & Accounting MgFT$168,006$62,539$230,545

Board Members and Trustees

NameTitle
David ZimmermannTrustee/chairman
C Brent NewsomeTrustee
Dan MonahanTrustee
David BernettTrustee
Gregory YoakTrustee
John UngerTrustee
Scott ParksTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Tcw Asset Management Coinvestment manager1251 AVE OF THE AMERICAS, New York, NY 10020$533,975
Data Research Groupcomputer support233 EAST DAVIS STREET, Culpepper, VA 22701$396,690
Zigler Capital Management LLCinvestment manager20 N CLARK STREET, CHicago, IL 60602$331,396
Loomis Sayles & Co LPInvestment managerONE FINANCIAL CENTER, Boston, MA 02111$306,914
Gw Capitalinvestment manager10900 NE 8TH ST 750, Bellevue, WA 98004$276,791
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,024,045
Investment Income
$36,176,422
Other Revenue
$1,447,209
Change in Net Assets
$52,839,799

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,218,409
Revenue Not Reported on Financial Statements
$2,429,267
Revenue Not Reported on Form 990
$-24,489,370
Total Revenue per Audited Statements
$67,729,039
Total Revenue per Form 990
$94,647,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,281,717
Salaries, Compensation, and Employee Benefits$1,520,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$36,006,100
Fees for Service Investment Mgmnt Fees---$2,429,267
Other Salaries and Wages---$771,104
Fees for Services Other---$593,600
Information Technology---$402,834
Current Officers, Directors, Trustees, and Key Employees---$274,454
Other Employee Benefits---$250,324
Fees for Services Legal---$226,236
Occupancy---$177,092
Pension Plan Contributions---$153,287
Office Expenses---$120,277
Fees for Services Accounting---$90,178
Insurance---$85,945
Payroll Taxes---$70,891
Conferences and Meetings---$66,907
Depreciation Depletion---$62,044
Travel---$9,270
Advertising---$8,625
Other Expenses---$743
Total Functional Expenses$0$0$0$41,807,877

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$41,807,877
Expenses per Audited Statements$39,378,610
Total Expenses per Audited Statements$39,378,610
Expenses Not Reported on Financial Statements$2,429,267
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker - Investments Purchased$1,543,874
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Section B, line 11

“National stabilization agreement of the sheet metal industry trust fund's form 990 is prepared by its independent public accountant who presents the completed return to the board of trustees at its meeting for review and signature.”

Form 990, Part VI, Section B, line 12C

“The organization's conflict of interest policy is monitored annually. All employees are required to sign off on an the conflict of interests policy's annual update.”

Form 990, Part VI, Section B, line 15

“The board of trustees, in executive session, shall, not less than annually, review the compensation of key executive positions (fund administrator, assistant fund administrator and comptroller) and determining issues relating to compensation, includin increases in salary and/or benefits. In determining compensation issues related to key executive positions with sasmi, the trustees may consider: a. The credentials and experiance of the individual holding an executive position; b. The seniority, term and tenure of the individual with sasmi; c. The quality of work performed by the individual on sasmi's behalf; d. The responsibilities of the position; and e. The amount(s) and/or range(s) of reasonable compensation paid to individuals performing like or similar services for other businesses or entities, including other trust funds, where comparable skills and responsibilities are required.”

Form 990, Part VI, Section C, line 19

“National stabilization agreement of the sheet metal industry trust fund makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Form 990, Part VII

“John unger - 299 foxboro, saginaw, mi 48603. Gregory yoak - 182 north yale ave, columbus, oh 43222. C. Brent newsome - 1108 29th street north, birmingham, al 52343. David zimmermann - 2319 chouteau ave, ste 100, st. Louis, mo 63103. David bernett - 1200 gulf lab road, pittsburgh, pa 15238. Dan monahan - 559 queensbury avenue, suite 1, queensbury, ny 12804.”

Filing and Contact Details

Filer

Filer Name
National Stabilization Agreement of
EIN
23-7315003
Phone
7037397250
Address
8403 ARLINGTON BLVD No 310, FAIRFAX, VA 22031

Signing Officer

Name
David Zimmermann
Title
Chairman
Phone
7037397250
Signed
2016-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Zimmermann
Formed
1973
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
15
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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The national stabilization agreement of the sheet metal industry trust fund's board of trustees is responsible for overseeing the financial statement audit and selection of the independent account who performs the audit. There has been no change from the prior year.”

fORM 990, PART V, LINE 2A:

“The national stabilization agreement of the sheet metal industry trust fund pays benefits to participants that are considered taxable wages. The trust issued 2,173 forms w-2 to participants for the 2015 tax period.”

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan 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 Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the Plan.”

Raw XML AppendixShowing 400 of 2,521 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CONTROLLER & ACCOUNTING MG
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/InsuranceGrp/TotalAmt085945
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0189586944
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt053985
IRS990/LandBldgEquipCostOrOtherBssAmt0820494
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0839500281
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH & WELFARE, SUPPLEMENTAL UNEMPLOYMENT AND UNDEREMPLOYMENT BENEFITS, SPECIAL TRAVEL, SEVERANCE, RETIREE HEALTH PREMIUM, RETIREE HEALTH CARE REIMBURSEMENT ACCOUNT AND OTHER BENEFITS FOR PURPOSE OF STABILIZING THE ECONOMIC WELL BEING OF SHEET METAL WORKERS AND EMPLOYEES MEETING THE REQUIREMENTS SPECIFIED IN THE TRUST AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0720031370
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023623683
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023623683
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-24489370
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0177092
IRS990/OfficeExpensesGrp/TotalAmt0120277
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherAssetsTotalGrp/BOYAmt0927111
IRS990/OtherAssetsTotalGrp/EOYAmt010740
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0250324
IRS990/OtherExpensesGrp/Desc0LICENSES AND TAXES
IRS990/OtherExpensesGrp/Desc1TEMPORARY HELP
IRS990/OtherExpensesGrp/TotalAmt08699
IRS990/OtherExpensesGrp/TotalAmt1743
IRS990/OtherLiabilitiesGrp/BOYAmt01963517
IRS990/OtherLiabilitiesGrp/EOYAmt01543874
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01447209
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01447209
IRS990/OtherRevenueTotalAmt01447209
IRS990/OtherSalariesAndWagesGrp/TotalAmt0771104
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt070891
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0153287
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt089324
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0159250
IRS990/PrincipalOfficerNm0DAVID ZIMMERMANN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt057024045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt057024045
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt038156882
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt031365752
IRS990/PYOtherExpensesAmt04204867
IRS990/PYOtherRevenueAmt0521094
IRS990/PYProgramServiceRevenueAmt053817357
IRS990/PYRevenuesLessExpensesAmt041831312
IRS990/PYSalariesCompEmpBnftPaidAmt01511142
IRS990/PYTotalExpensesAmt043872891
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt085704203
IRS990/ReconcilationRevenueExpnssAmt052839799
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0691680941
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0720031370
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034108970
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050561468
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt027167
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0680444
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0707611
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02429267
IRS990ScheduleD/ExpensesSubtotalAmt039378610
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02429267
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02429267
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-24489370
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt026818
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt086065
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0112883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01543874
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BROKER - INVESTMENTS PURCHASED
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0142516459
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt132447331
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt214623154
IRS990ScheduleD/OtherSecuritiesGrp/Desc0common collective trustS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AFL-CIO HOUSING INVESTMENT TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc2LIMITED PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-24489370
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02429267
IRS990ScheduleD/RevenueSubtotalAmt092218409
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan 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 Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the Plan.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053985
IRS990ScheduleD/TotalBookValueSecuritiesAmt0189586944
IRS990ScheduleD/TotalExpensesPerForm990Amt041807877
IRS990ScheduleD/TotalLiabilityAmt01543874
IRS990ScheduleD/TotalRevenuePerForm990Amt094647676
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt067729039
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt039378610
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0187566
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1168006
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt061555
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt136219
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt126320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KENNETH COLOMBO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DANIEL J SHAUGHNESSY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CONTROLLER & ACCOUNTING MG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0274454
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1230545
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY TRUST FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO PRESENTS THE COMPLETED RETURN TO THE BOARD OF TRUSTEES AT ITS MEETING FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY. ALL EMPLOYEES ARE REQUIRED TO SIGN OFF ON AN THE CONFLICT OF INTERESTS POLICY'S ANNUAL UPDATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES, IN EXECUTIVE SESSION, SHALL, NOT LESS THAN ANNUALLY, REVIEW THE COMPENSATION OF KEY EXECUTIVE POSITIONS (FUND ADMINISTRATOR, ASSISTANT FUND ADMINISTRATOR AND COMPTROLLER) AND DETERMINING ISSUES RELATING TO COMPENSATION, INCLUDIN INCREASES IN SALARY AND/OR BENEFITS. IN DETERMINING COMPENSATION ISSUES RELATED TO KEY EXECUTIVE POSITIONS WITH SASMI, THE TRUSTEES MAY CONSIDER: A. THE CREDENTIALS AND EXPERIANCE OF THE INDIVIDUAL HOLDING AN EXECUTIVE POSITION; B. THE SENIORITY, TERM AND TENURE OF THE INDIVIDUAL WITH SASMI; C. THE QUALITY OF WORK PERFORMED BY THE INDIVIDUAL ON SASMI'S BEHALF; D. THE RESPONSIBILITIES OF THE POSITION; AND E. THE AMOUNT(S) AND/OR RANGE(S) OF REASONABLE COMPENSATION PAID TO INDIVIDUALS PERFORMING LIKE OR SIMILAR SERVICES FOR OTHER BUSINESSES OR ENTITIES, INCLUDING OTHER TRUST FUNDS, WHERE COMPARABLE SKILLS AND RESPONSIBILITIES ARE REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY TRUST FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JOHN UNGER - 299 FOXBORO, SAGINAW, MI 48603. GREGORY YOAK - 182 NORTH YALE AVE, COLUMBUS, OH 43222. C. BRENT NEWSOME - 1108 29TH STREET NORTH, BIRMINGHAM, AL 52343. DAVID ZIMMERMANN - 2319 CHOUTEAU AVE, STE 100, ST. LOUIS, MO 63103. DAVID BERNETT - 1200 GULF LAB ROAD, PITTSBURGH, PA 15238. DAN MONAHAN - 559 QUEENSBURY AVENUE, SUITE 1, QUEENSBURY, NY 12804.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY TRUST FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNT WHO PERFORMS THE AUDIT. THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY TRUST FUND PAYS BENEFITS TO PARTICIPANTS THAT ARE CONSIDERED TAXABLE WAGES. THE TRUST ISSUED 2,173 FORMS W-2 TO PARTICIPANTS FOR THE 2015 TAX PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6fORM 990, PART V, LINE 2A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0A P Compower
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12H MECHANICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23 D SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt34 SEASON AIR LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt44SL U Contracting
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt55 Starr Service & Construction LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6A & A MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7A & C SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8A & H Mechanical Contracting Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9A & R MECHANICAL CONTR INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10A & R Metal Products
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11A & T HEATING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12A 1 IND SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13A B C O SIGNS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14A BORRELLI HVAC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15A C KLOPF INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16A E & A MECHANICAL LLC

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$723,442,651
Liabilities
$3,411,281
Net assets
$720,031,370
Revenue
$94,647,676
Expenses
$41,807,877
Net income
$52,839,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,650$3.53$1,646$182$62.2$120
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,461$2.23$1,458$156$60.4$95.4
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,275$9.63$1,265$115$55.2$59.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,445$1.80$1,443$152$58.2$93.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,247$2.83$1,244$130$78.2$51.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,099$1.23$1,098$95.0$39.8$55.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$899$0.82$899$149$41.9$107
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$919$15.8$903$117$40.9$76.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$775$1.31$774$83.8$41.2$42.6
2015Detailed filing. Detailed filing data is available for this year.$723$3.41$720$94.6$41.8$52.8
2014Detailed filing. Detailed filing data is available for this year.$695$2.99$692$85.7$43.9$41.8
2013Detailed filing. Detailed filing data is available for this year.$640$1.41$639$114$46.1$68.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$538$5.69$532$51.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$475$2.60$473$63.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$478$1.26$476$84.6