Civic Intelligence

Sheet Metal Workers Local 15 Joint Apprenticeship Training Committee

990 • Fiscal year 2021 • EIN 23-7363298

Jul 01, 2020 to Jun 30, 2021 • Filed on May 03, 2022

Organization ProfileWWW.SMWLU15JATC.ORG
5619 N 50th StTampa, FL 33610

(813) 628-0021

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

7th percentile

-19%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$699,098

Down $159,802 (-19%) from 2020

Net Assets

Down

$698,583

Down $159,818 (-19%) from 2020

Liabilities

Up

$515

Up $16 (+3.2%) from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Down

$241,647

Down $36,690 (-13%) from 2020

Expenses

Up

$401,465

Up $139,749 (+53%) from 2020

Net Income

Down

-$159,818

Down $176,439 (-1062%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$1.0M$500K$0Assets 2020: $858,900Liabilities 2020: $499Net Assets 2020: $858,4012020Assets 2021: $699,098Liabilities 2021: $515Net Assets 2021: $698,5832021Assets 2022: $668,224Liabilities 2022: $534Net Assets 2022: $667,6902022Assets 2023: $657,811Liabilities 2023: $31,594Net Assets 2023: $626,2172023Assets 2024: $634,670Liabilities 2024: $26,736Net Assets 2024: $607,9342024Assets 2025: $662,983Liabilities 2025: $21,696Net Assets 2025: $641,2872025

Highlighted filing

2021

Assets$699,098
Liabilities$515
Net Assets$698,583
Open 2021 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $278,337Expenses 2020: $261,716Net Income 2020: $16,6212020Revenue 2021: $241,647Expenses 2021: $401,465Net Income 2021: -$159,8182021Revenue 2022: $297,720Expenses 2022: $328,613Net Income 2022: -$30,8932022Revenue 2023: $270,115Expenses 2023: $311,588Net Income 2023: -$41,4732023Revenue 2024: $286,753Expenses 2024: $305,036Net Income 2024: -$18,2832024Revenue 2025: $326,390Expenses 2025: $293,037Net Income 2025: $33,3532025

Highlighted filing

2021

Revenue$241,647
Expenses$401,465
Net Income-$159,818
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.2
Gross Receipts
$241,647
Mission and Program Overview

Mission

To provide up-to-date training and instruction for apprentices in the sheet metal industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$452,267$433,119▼ $19,148
Cash and Non-Interest-Bearing Accounts$298,110$147,330▼ $150,780
Savings and Temporary Cash Investments$108,523$118,649▲ $10,126
Total Assets$858,900$699,098▼ $159,802
Liabilities
Other Liabilities$499$515▲ $16
Total Liabilities$499$515▲ $16
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$858,401$698,583▼ $159,818
Total Net Assets Fund Balance$858,401$698,583▼ $159,818
Total Liabilities and Net Assets / Fund Balance$858,900$699,098▼ $159,802

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$314,208$567,009$881,217
Land$116,166-$116,166
Equipment$2,745$93,441$96,186
Other Land Buildings$0$21,193$21,193
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
PATRICK O'LEARYChairman
Brian MccordVice Chairman
Mark a DavisLabor Trustee
Ralph CarverManagement Trustee
Daniel SinclairSecretary
Dan DemasoVice Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$214,383
Program Service Revenue
$26,450
Investment Income
$814
Other Revenue
$0
All Other Contributions
$214,383
Change in Net Assets
$-159,818

Audited Revenue Reconciliation

Revenue per Audited Statements
$241,647
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$241,647
Total Revenue per Form 990
$241,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$202,327
Other Expenses$199,138
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$135,991--$135,991
Occupancy$47,869--$47,869
Other Expenses$33,551--$33,551
Pension Plan Contributions$29,702--$29,702
Other Employee Benefits$26,048--$26,048
Insurance$24,423--$24,423
Depreciation Depletion$19,148--$19,148
Fees for Services Accounting$13,666--$13,666
Payroll Taxes$10,586--$10,586
Travel$7,172--$7,172
Information Technology$6,438--$6,438
Payments to Affiliates$5,274--$5,274
Office Expenses$4,518--$4,518
Conferences and Meetings$709--$709
Total Functional Expenses$401,465$0$0$401,465

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$401,465
Total Expenses per Audited Statements$401,465
Total Expenses per Form 990$401,465
Expenses Not Reported on Financial Statements$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employee Withholding$515
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

“Form 990 is presented to the trustees at a meeting prior to its filing date. If no meeting is scheduled, a copy is sent to each trustee. The form is discussed and approved by the board.”

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

“The trustees complete the checklist for monitoring your conflict of interest policy annually. In addition all employees, officers and trustees complete the conflict of interest certification and disclosure form annually after receipt and review of the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“All officers and trustees are volunteer positions. No compensation is paid. If an officer or trustee receives pay, they are not paid for their work as officers or trustees but are paid for other duties performed for the apprenticeship fund. Their wages are determined using the industrial journeyman scale of the local union.”

Form 990, Part VI, Section C, Line 19

“A copy of the governing documents, policies and financial statements are available for inspection at all times upon request in the fund's office.”

Filing and Contact Details

Filer

Filer Name
SHEET METAL WORKERS' LOCAL 15 APPRENTICE
EIN
23-7363298
Phone
8136280021
Address
5619 N 50TH ST, TAMPA, FL 33610

Signing Officer

Name
PATRICK O'LEARY
Title
Chairman
Phone
8136280021
Signed
2022-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK O'LEARY
Formed
1972
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Firm
Bates CPA Pllc
Address
1600 E 8TH AVE STE A200, TAMPA, FL 33605
Preparer
Brennan Bates CPA
Phone
8138030025
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The method of accounting as described as "other" is the modified cash basis of accounting. This method of accounting recognizes cash received and cash spent. In addition, depreciation of assets is included and the liability related to amounts withheld from employees' pay.”

Form 990, Part XII, Line 2C

“There has been no change in the process from the prior year.”

Raw XML AppendixShowing 400 of 417 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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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0116166
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021193
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021193
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0515
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EMPLOYEE WITHHOLDING
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0241647
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0433119
IRS990ScheduleD/TotalExpensesPerForm990Amt0401465
IRS990ScheduleD/TotalLiabilityAmt0515
IRS990ScheduleD/TotalRevenuePerForm990Amt0241647
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0241647
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0401465
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO THE TRUSTEES AT A MEETING PRIOR TO ITS FILING DATE. IF NO MEETING IS SCHEDULED, A COPY IS SENT TO EACH TRUSTEE. THE FORM IS DISCUSSED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES COMPLETE THE CHECKLIST FOR MONITORING YOUR CONFLICT OF INTEREST POLICY ANNUALLY. IN ADDITION ALL EMPLOYEES, OFFICERS AND TRUSTEES COMPLETE THE CONFLICT OF INTEREST CERTIFICATION AND DISCLOSURE FORM ANNUALLY AFTER RECEIPT AND REVIEW OF THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OFFICERS AND TRUSTEES ARE VOLUNTEER POSITIONS. NO COMPENSATION IS PAID. IF AN OFFICER OR TRUSTEE RECEIVES PAY, THEY ARE NOT PAID FOR THEIR WORK AS OFFICERS OR TRUSTEES BUT ARE PAID FOR OTHER DUTIES PERFORMED FOR THE APPRENTICESHIP FUND. THEIR WAGES ARE DETERMINED USING THE INDUSTRIAL JOURNEYMAN SCALE OF THE LOCAL UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT ALL TIMES UPON REQUEST IN THE FUND'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE METHOD OF ACCOUNTING AS DESCRIBED AS "OTHER" IS THE MODIFIED CASH BASIS OF ACCOUNTING. THIS METHOD OF ACCOUNTING RECOGNIZES CASH RECEIVED AND CASH SPENT. IN ADDITION, DEPRECIATION OF ASSETS IS INCLUDED AND THE LIABILITY RELATED TO AMOUNTS WITHHELD FROM EMPLOYEES' PAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.
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 XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL NO 15
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0592400209
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IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0699098
IRS990/TotalAssetsGrp/BOYAmt0858900
IRS990/TotalAssetsGrp/EOYAmt0699098
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0214383
IRS990/TotalEmployeeCnt07
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0401465
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IRS990/TotalLiabilitiesGrp/EOYAmt0515
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IRS990/TotalProgramServiceRevenueAmt026450
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07172
IRS990/TravelGrp/TotalAmt07172
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd033610
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IRS990/WebsiteAddressTxt0WWW.SMWLU15JATC.ORG
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& TRAINING COMMITTEE & TRUST FUND
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$699,098
Liabilities
$515
Net assets
$698,583
Revenue
$241,647
Expenses
$401,465
Net income
-$159,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.63$0.22$6.41$3.26$2.93$0.33
2024Detailed filing. Detailed filing data is available for this year.$6.35$0.27$6.08$2.87$3.05$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.58$0.32$6.26$2.70$3.12$0.41
2022Detailed filing. Detailed filing data is available for this year.$6.68$0.01$6.68$2.98$3.29$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.99$0.01$6.99$2.42$4.01$1.60
2020Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.58$2.78$2.62$0.17