Civic Intelligence

Sheet Metal Workers Local 15 Joint Apprenticeship Training Committee

990 • Fiscal year 2022 • EIN 23-7363298

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 21, 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

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.4%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

23%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$668,224

Down $30,874 (-4.4%) from 2021

Net Assets

Down

$667,690

Down $30,893 (-4.4%) from 2021

Liabilities

Up

$534

Up $19 (+3.7%) from 2021

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin22nd percentile

Revenue

Up

$297,720

Up $56,073 (+23%) from 2021

Expenses

Down

$328,613

Down $72,852 (-18%) from 2021

Net Income

Up

-$30,893

Up $128,925 (+81%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2022

Assets$668,224
Liabilities$534
Net Assets$667,690
Open 2022 Filing

Operations Trend

Revenue Growth65th 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

2022

Revenue$297,720
Expenses$328,613
Net Income-$30,893
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 21, 2022
Return Version
2021v4.2
Gross Receipts
$297,720
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$433,119$426,302▼ $6,817
Savings and Temporary Cash Investments$118,649$121,335▲ $2,686
Cash and Non-Interest-Bearing Accounts$147,330$118,552▼ $28,778
Prepaid Expenses and Deferred Charges-$2,035-
Total Assets$699,098$668,224▼ $30,874
Liabilities
Other Liabilities$515$534▲ $19
Total Liabilities$515$534▲ $19
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$698,583$667,690▼ $30,893
Total Net Assets Fund Balance$698,583$667,690▼ $30,893
Total Liabilities and Net Assets / Fund Balance$699,098$668,224▼ $30,874

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$308,188$585,779$893,967
Land$116,166-$116,166
Equipment$1,948$94,238$96,186
Other Land Buildings$0$21,193$21,193
Compensation and Service Providers
Top Officer Pay53rd 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
$270,947
Program Service Revenue
$26,450
Investment Income
$323
Other Revenue
$0
All Other Contributions
$270,947
Change in Net Assets
$-30,893

Audited Revenue Reconciliation

Revenue per Audited Statements
$297,720
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$297,720
Total Revenue per Form 990
$297,720
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$206,775
Other Expenses$121,838
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$128,900$10,550-$139,450
Occupancy$34,392$1,787-$36,179
Pension Plan Contributions$27,821$2,419-$30,240
Other Employee Benefits$24,111$2,097-$26,208
Depreciation Depletion$18,770$797-$19,567
Insurance$9,976$6,003-$15,979
Payroll Taxes$10,070$807-$10,877
Travel$7,537--$7,537
Other Expenses$5,437--$5,437
Conferences and Meetings$5,392--$5,392
Office Expenses$4,118$458-$4,576
Information Technology$3,442$383-$3,825
Fees for Services Accounting$1,148$127-$1,275
Total Functional Expenses$303,185$25,428$0$328,613

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$341,172
Expenses per Audited Statements$328,613
Total Expenses per Form 990$328,613
Expenses Not Reported on Form 990$12,559
Expenses Not Reported on Financial Statements$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$534
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
2022-11-21
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
4
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.”

Financial Statement Notes

PART X, LINE 2:

“For the years ended june 30, 2022 and 2021, the fund has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, THE FUND HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt0534
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0341172
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
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$668,224
Liabilities
$534
Net assets
$667,690
Revenue
$297,720
Expenses
$328,613
Net income
-$30,893
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