Civic Intelligence

National Stabilization Agreement of the Sheet Metal Industry Trust Fund

990 • Fiscal year 2016 • EIN 23-7315003

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 09, 2017

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

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.02x

Higher debt load relative to revenue than 4% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Net Margin

95th percentile

51%

Higher net margin than 95% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Top Officer Pay

5th percentile

$277,220

Higher top officer pay than 5% of similar nonprofits.

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

2016 filings • $1B+ nonprofits • Source year 2016

Asset Growth

65th percentile

7.2%

Faster asset growth than 65% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-11%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$775,338,301

Up $51,895,650 (+7.2%) from 2015

Net Assets

Up

$774,029,609

Up $53,998,239 (+7.5%) from 2015

Liabilities

Down

$1,308,692

Down $2,102,589 (-62%) from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin95th percentile

Revenue

Down

$83,780,293

Down $10,867,383 (-11%) from 2015

Expenses

Down

$41,196,956

Down $610,921 (-1.5%) from 2015

Net Income

Down

$42,583,337

Down $10,256,462 (-19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2016

Assets$775,338,301
Liabilities$1,308,692
Net Assets$774,029,609
Open 2016 Filing

Operations Trend

Revenue Growth14th 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

2016

Revenue$83,780,293
Expenses$41,196,956
Net Income$42,583,337
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 9, 2017
Return Version
2016v3.0
Gross Receipts
$1,168,814,332
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 plan documents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$720,031,370$774,029,609▲ $53,998,239
Investments in Publicly Traded Securities$474,727,586$396,248,718▼ $78,478,868
Investments Other Securities$189,586,944$309,426,829▲ $119,839,885
Savings and Temporary Cash Investments$50,561,468$62,036,387▲ $11,474,919
Accounts Receivable$8,342,678$7,440,336▼ $902,342
Cash and Non-Interest-Bearing Accounts-$51,571-
Prepaid Expenses and Deferred Charges$159,250$30,366▼ $128,884
Land, Buildings, and Equipment, Net$53,985$20,178▼ $33,807
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$723,442,651$775,338,301▲ $51,895,650
Other Assets Total$10,740$83,916▲ $73,176
Liabilities
Accounts Payable and Accrued Expenses$1,867,407$1,270,919▼ $596,488
Other Liabilities$1,543,874$37,773▼ $1,506,101
Total Liabilities$3,411,281$1,308,692▼ $2,102,589
Net Assets / Fund Balance
Total Net Assets Fund Balance$720,031,370$774,029,609▲ $53,998,239
Total Liabilities and Net Assets / Fund Balance$723,442,651$775,338,301▲ $51,895,650

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$707,611$707,611
Other Land Buildings$20,178$92,705$112,883
Other Securities$54,890,192--
Compensation and Service Providers
Top Officer Pay5th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth ColomboAdministratorFT$187,978$89,242$277,220

Board Members and Trustees

NameTitle
David ZimmermannTrustee/chairman
Dan MonahanTrustee
Gregory YoakTrustee
Hank MeyersTrustee
Jake DenmanTrustee
John TarrTrustee
John UngerTrustee
Scott ParksTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Data Research Groupcomputer support233 EAST DAVIS STREET, Culpepper, VA 22701$583,299
Tcw Asset Management Coinvestment manager1251 AVE OF THE AMERICAS, New York, NY 10020$538,013
Zigler Capital Management LLCinvestment manager20 N CLARK STREET, CHicago, IL 60602$337,452
Loomis Sayles & Co LPInvestment managerONE FINANCIAL CENTER, Boston, MA 02111$316,516
Graystone Consultingmorgan Stanleyinvestment manager800 E 96TH STREET STE 400, Indianapolis, IN 46240$258,958
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$59,675,085
Investment Income
$24,105,208
Other Revenue
$0
Change in Net Assets
$42,583,337

Audited Revenue Reconciliation

Revenue per Audited Statements
$81,050,660
Revenue Not Reported on Financial Statements
$2,729,633
Revenue Not Reported on Form 990
$11,414,902
Other Revenue Adjustments
$248,229
Total Revenue per Audited Statements
$92,465,562
Total Revenue per Form 990
$83,780,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,694,039
Salaries, Compensation, and Employee Benefits$1,337,182
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$35,165,735
Fees for Service Investment Mgmnt Fees---$2,481,404
Fees for Services Other---$691,802
Other Salaries and Wages---$624,029
Information Technology---$583,299
Current Officers, Directors, Trustees, and Key Employees---$277,130
Other Employee Benefits---$253,130
Occupancy---$157,172
Fees for Services Legal---$124,047
Pension Plan Contributions---$123,802
Office Expenses---$98,674
Fees for Services Accounting---$90,000
Insurance---$84,573
Conferences and Meetings---$73,561
Payroll Taxes---$59,091
Depreciation Depletion---$33,807
Travel---$10,637
Advertising---$9,598
Other Expenses---$297
Total Functional Expenses$0$0$0$41,196,956

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$41,196,956
Expenses per Audited Statements$38,467,323
Total Expenses per Audited Statements$38,467,323
Expenses Not Reported on Financial Statements$2,729,633
Other Expense Adjustments$248,229
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$37,773
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 11B

“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.”

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, including 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 Contact Addresses for Officers, Directors, Etc

“John unger - 299 foxboro, saginaw, mi 48603. Gregory yoak - 182 north yale ave, columbus, oh 43222. David zimmermann - 2319 chouteau ave, ste 100, st. Louis, mo 63103. Jake denman - 4931 contec drive, lansing, mi 48910. Dan monahan - 559 queensbury avenue, suite 1, queensbury, ny 12804. Scott parks - 2828 east 45th street, indianapolis, in 46205. John tarr - 38 starr ridge road, brewster, ny 10509. Hank meyers - 1930 south state ave, indianapolis, in 46203.”

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
2017-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Zimmermann
Formed
1973
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
14
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 213 forms w-2 to participants for the 2016 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.”

Part XI, Line 4B - Other Adjustments:

“Federal taxes, other investment expenses 248,229.”

Part XII, Line 4B - Other Adjustments:

“Federal taxes, other investment expenses 248,229.”

Raw XML AppendixShowing 400 of 2,003 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/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8ADMINISTRATOR
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IRS990/FormationYr01973
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt011572802
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01096606841
IRS990/GrossReceiptsAmt01168814332
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0583299
IRS990/InsuranceGrp/TotalAmt084573
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012532406
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt053985
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020178
IRS990/LandBldgEquipCostOrOtherBssAmt0820494
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01085034039
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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 PLAN DOCUMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0720031370
IRS990/NetAssetsOrFundBalancesEOYAmt0774029609
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011572802
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011572802
IRS990/NetUnrelatedBusTxblIncmAmt0-2353556
IRS990/NetUnrlzdGainsLossesInvstAmt011414902
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0157172
IRS990/OfficeExpensesGrp/TotalAmt098674
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010740
IRS990/OtherAssetsTotalGrp/EOYAmt083916
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0253130
IRS990/OtherExpensesGrp/Desc0FEDERAL TAXES AND OTHER
IRS990/OtherExpensesGrp/Desc1LICENSES AND TAXES
IRS990/OtherExpensesGrp/Desc2DEATH SEARCH
IRS990/OtherExpensesGrp/TotalAmt0248229
IRS990/OtherExpensesGrp/TotalAmt16939
IRS990/OtherExpensesGrp/TotalAmt2297
IRS990/OtherLiabilitiesGrp/BOYAmt01543874
IRS990/OtherLiabilitiesGrp/EOYAmt037773
IRS990/OtherSalariesAndWagesGrp/TotalAmt0624029
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt059091
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0123802
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0159250
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030366
IRS990/PrincipalOfficerNm0DAVID ZIMMERMANN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1ADMIN SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt059553754
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1121331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt059553754
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1121331
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt036006100
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036176422
IRS990/PYOtherExpensesAmt04281717
IRS990/PYOtherRevenueAmt01447209
IRS990/PYProgramServiceRevenueAmt057024045
IRS990/PYRevenuesLessExpensesAmt052839799
IRS990/PYSalariesCompEmpBnftPaidAmt01520060
IRS990/PYTotalExpensesAmt041807877
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt094647676
IRS990/ReconcilationRevenueExpnssAmt042583337
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0720031370
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0774029609
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050561468
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062036387
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0707611
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0707611
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02729633
IRS990ScheduleD/ExpensesSubtotalAmt038467323
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02481404
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02481404
IRS990ScheduleD/NetUnrealizedGainsInvstAmt011414902
IRS990ScheduleD/OtherExpensesNotIncludedAmt0248229
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020178
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt092705
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0112883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt037773
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BROKER - INVESTMENTS PURCHASED
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0248229
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0221460894
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt133075743
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt254890192
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/RevenueNotReportedAmt011414902
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02729633
IRS990ScheduleD/RevenueSubtotalAmt081050660
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/ExplanationTxt1FEDERAL TAXES, OTHER INVESTMENT EXPENSES 248,229.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FEDERAL TAXES, OTHER INVESTMENT EXPENSES 248,229.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020178
IRS990ScheduleD/TotalBookValueSecuritiesAmt0309426829
IRS990ScheduleD/TotalExpensesPerForm990Amt041196956
IRS990ScheduleD/TotalLiabilityAmt037773
IRS990ScheduleD/TotalRevenuePerForm990Amt083780293
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt092465562
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt038467323
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0187978
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt061620
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt027622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KENNETH COLOMBO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0277220
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
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.
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, INCLUDING 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. DAVID ZIMMERMANN - 2319 CHOUTEAU AVE, STE 100, ST. LOUIS, MO 63103. JAKE DENMAN - 4931 CONTEC DRIVE, LANSING, MI 48910. DAN MONAHAN - 559 QUEENSBURY AVENUE, SUITE 1, QUEENSBURY, NY 12804. SCOTT PARKS - 2828 EAST 45TH STREET, INDIANAPOLIS, IN 46205. JOHN TARR - 38 STARR RIDGE ROAD, BREWSTER, NY 10509. HANK MEYERS - 1930 SOUTH STATE AVE, INDIANAPOLIS, IN 46203.
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 213 FORMS W-2 TO PARTICIPANTS FOR THE 2016 TAX PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
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 Contact Addresses for Officers, Directors, Etc
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/BusinessNameLine1Txt0ARTLIP & SONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ATLAS BLOWPIPE & SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2AMX Cooling & Heating LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ARNOLD REFRIGERATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4AIR DESIGN SYSTEM INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5ACKROYD METAL FABRICATORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6ALAKA'I MECHANICAL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7AMERICAN MECH & SERV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8ALTON SHEET METAL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9Air Balancing Engineers Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10ABM AC REFRIG & HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11AIR SYSTEMS SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12AREA SHEET METAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13AMERICAN STAINLESS STEEL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14CHRIS ANDERSEN RFG & ERECTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15A P I INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16A & R MECHANICAL CONTR INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17ALBERT ARNO HEATING & CLG INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18Integrated Facility Services Formerly Air Masters Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19AUTOMATIC CLIMATE CONTROL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20A-1 SHEET METAL & AC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21ASSOCIATED SHEET METAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22ADMIRAL HEATING & VENTILATING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23AIR SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24Air Right Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25A & C SHEET METAL

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$775,338,301
Liabilities
$1,308,692
Net assets
$774,029,609
Revenue
$83,780,293
Expenses
$41,196,956
Net income
$42,583,337
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
2016Detailed filing. Detailed filing data is available for this year.$775$1.31$774$83.8$41.2$42.6
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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