Civic Intelligence

Sheet Metal Industry Apprentice & Training Fund

990 • Fiscal year 2019 • EIN 23-7412739

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileNA
114 Old Forge RdRocky Hill, CT 06067

(860) 529-2616

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Net Margin

84th percentile

23%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Asset Growth

97th percentile

68%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

21%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$374,498

No earlier filing loaded for comparison.

Net Assets

$367,072

No earlier filing loaded for comparison.

Liabilities

$7,426

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

$676,017

No earlier filing loaded for comparison.

Expenses

$519,685

No earlier filing loaded for comparison.

Net Income

$156,332

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$800K$600K$400K$200K$0Assets 2019: $374,498Liabilities 2019: $7,426Net Assets 2019: $367,0722019Assets 2020: $543,143Liabilities 2020: $10,024Net Assets 2020: $533,1192020Assets 2021: $663,383Liabilities 2021: $16,913Net Assets 2021: $646,4702021Assets 2022: $788,004Liabilities 2022: $16,073Net Assets 2022: $771,9312022Assets 2024: $740,867Liabilities 2024: $11,411Net Assets 2024: $729,4562024

Highlighted filing

2019

Assets$374,498
Liabilities$7,426
Net Assets$367,072
Open 2019 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $676,017Expenses 2019: $519,685Net Income 2019: $156,3322019Revenue 2020: $723,713Expenses 2020: $557,667Net Income 2020: $166,0462020Revenue 2021: $650,280Expenses 2021: $536,929Net Income 2021: $113,3512021Revenue 2022: $592,255Expenses 2022: $466,794Net Income 2022: $125,4612022Revenue 2024: $847,829Expenses 2024: $874,048Net Income 2024: -$26,2192024

Highlighted filing

2019

Revenue$676,017
Expenses$519,685
Net Income$156,332
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$676,017
Mission and Program Overview

Mission

Tp provide training to local 40 sheet metal worker union members

To provide training to local 40 sheet metal workers

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$105,952$264,033▲ $158,081
Accounts Receivable$58,241$67,882▲ $9,641
Land, Buildings, and Equipment, Net$47,754$37,309▼ $10,445
Prepaid Expenses and Deferred Charges$5,604--
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$222,825$374,498▲ $151,673
Other Assets Total$5,174$5,174→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,085$7,426▼ $4,659
Total Liabilities$12,085$7,426▼ $4,659
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$207,649$363,925▲ $156,276
Net Assets With Donor Restrictions$3,091$3,147▲ $56
Total Net Assets Fund Balance$210,740$367,072▲ $156,332
Total Liabilities and Net Assets / Fund Balance$222,825$374,498▲ $151,673

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,309$258,587$295,896
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
David a RocheLabor Trustee
John BurgessLabor Trustee
John M BealLabor Trustee
John NimmonsLabor Trustee
Marek BronhartLabor Trustee
Jeremy a ZeedykLabor Trustee (p)
Joe FerrucciManagement Trustee
Kenneth R KleebergManagement Trustee
Michael ThompsonManagement Trustee
Lynne a KleebergManagement Trustee (p)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$675,139
Investment Income
$878
Other Revenue
$0
Change in Net Assets
$156,332

Audited Revenue Reconciliation

Revenue per Audited Statements
$676,017
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$676,017
Total Revenue per Form 990
$676,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$298,869
Other Expenses$220,816
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$170,994--$170,994
Occupancy$127,147--$127,147
Pension Plan Contributions$83,917--$83,917
Other Employee Benefits$28,044--$28,044
Office Expenses-$22,065-$22,065
Payroll Taxes$15,914--$15,914
Travel$14,599--$14,599
Depreciation Depletion-$10,445-$10,445
Other Expenses$10,156--$10,156
Fees for Services Legal-$9,583-$9,583
Insurance-$8,317-$8,317
Fees for Services Accounting-$3,500-$3,500
Conferences and Meetings-$541-$541
Advertising$423--$423
Payments to Affiliates$100--$100
Total Functional Expenses$465,234$54,451$0$519,685

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$519,685
Total Expenses per Audited Statements$519,685
Total Expenses per Form 990$519,685
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
No
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 A, Line 2

“Trustees lynne kleeberg and kenneth kleeberg are related.”

Form 990, Part VI, Section A, Line 7A

“The fund has trustees that are appointed the union and association.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is provided to the union and management trustees for their review prior to signing and submssion.”

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

“The board of trustees determines if a conflict of interest exist after a disclosure has been made and a resolution of the conflict is achieved by a mutual agreement between the parties and fund.”

Form 990, Part VI, Section B, Line 15A

“The board of trustees annually reviews compensation and documents the process in the minutes of the meetings”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statement are available for inspection at the fund office or by request .”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Industry Apprentice &
EIN
23-7412739
Phone
8605292616
Address
114 OLD FORGE RD, ROCKY HILL, CT 06067

Signing Officer

Name
David a Roche
Title
Labor Trustee
Phone
8605292616
Signed
2020-11-09

Organization Details

Principal Officer
David a Roche
Formed
1971
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
7
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 organizations governing body is responsible for the oversight of the audit as well as the selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“DONATION”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“DONATION”

Raw XML AppendixShowing 400 of 463 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012085
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07426
IRS990/AccountsReceivableGrp/BOYAmt058241
IRS990/AccountsReceivableGrp/EOYAmt067882
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE TRAINING TO LOCAL 40 SHEET METAL WORKERS
IRS990/AdvertisingGrp/ProgramServicesAmt0423
IRS990/AdvertisingGrp/TotalAmt0423
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0KIMBERLY TAYLOR SHEET METAL WORKE
IRS990/BooksInCareOfDetail/PhoneNum08605292616
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 A OLD FORGE RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCKY HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006067
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0100
IRS990/CashNonInterestBearingGrp/EOYAmt0100
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0541
IRS990/ConferencesMeetingsGrp/TotalAmt0541
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0878
IRS990/CYOtherExpensesAmt0220816
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0675139
IRS990/CYRevenuesLessExpensesAmt0156332
IRS990/CYSalariesCompEmpBnftPaidAmt0298869
IRS990/CYTotalExpensesAmt0519685
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0676017
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt010445
IRS990/DepreciationDepletionGrp/TotalAmt010445
IRS990/Desc0TO PROVIDE TRAINING AND APPRENTICE PROGRAMS TO JOUNEYPERSONS AND APPRENTICES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03091
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03147
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0465234
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03500
IRS990/FeesForServicesAccountingGrp/TotalAmt03500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09583
IRS990/FeesForServicesLegalGrp/TotalAmt09583
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID A ROCHE
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN NIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm2JEREMY A ZEEDYK
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm4LYNNE A KLEEBERG
IRS990/Form990PartVIISectionAGrp/PersonNm5KENNETH R KLEEBERG
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN BURGESS
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN M BEAL
IRS990/Form990PartVIISectionAGrp/PersonNm8MAREK BRONHART
IRS990/Form990PartVIISectionAGrp/PersonNm9JOE FERRUCCI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2LABOR TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9MANAGEMENT TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0676017
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08317
IRS990/InsuranceGrp/TotalAmt08317
IRS990/InvestmentIncomeGrp/ExclusionAmt0878
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0878
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0258587
IRS990/LandBldgEquipBasisNetGrp/BOYAmt047754
IRS990/LandBldgEquipBasisNetGrp/EOYAmt037309
IRS990/LandBldgEquipCostOrOtherBssAmt0295896
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TP PROVIDE TRAINING TO LOCAL 40 SHEET METAL WORKER UNION MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0210740
IRS990/NetAssetsOrFundBalancesEOYAmt0367072
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0207649
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0363925
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0127147
IRS990/OccupancyGrp/TotalAmt0127147
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022065
IRS990/OfficeExpensesGrp/TotalAmt022065
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05174
IRS990/OtherAssetsTotalGrp/EOYAmt05174
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028044
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028044
IRS990/OtherExpensesGrp/Desc0CLASS TRAINING SUPPLIES
IRS990/OtherExpensesGrp/Desc1TRAINING EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt013940
IRS990/OtherExpensesGrp/ProgramServicesAmt110156
IRS990/OtherExpensesGrp/TotalAmt013940
IRS990/OtherExpensesGrp/TotalAmt110156
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0170994
IRS990/OtherSalariesAndWagesGrp/TotalAmt0170994
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0100
IRS990/PaymentsToAffiliatesGrp/TotalAmt0100
IRS990/PayrollTaxesGrp/ProgramServicesAmt015914
IRS990/PayrollTaxesGrp/TotalAmt015914
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt083917
IRS990/PensionPlanContributionsGrp/TotalAmt083917
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05604
IRS990/PrincipalOfficerNm0DAVID A ROCHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1INTERNATIONAL REIMBURS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0672977
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12162
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0672977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12162
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-1154
IRS990/PYOtherExpensesAmt0208978
IRS990/PYOtherRevenueAmt04556
IRS990/PYProgramServiceRevenueAmt0503413
IRS990/PYRevenuesLessExpensesAmt0-30802
IRS990/PYSalariesCompEmpBnftPaidAmt0378639
IRS990/PYTotalExpensesAmt0587617
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0556815
IRS990/ReconcilationRevenueExpnssAmt0156332
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0675139
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105952
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0264033
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt037309
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0258587
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0295896
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0519685
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0676017
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DONATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DONATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt037309
IRS990ScheduleD/TotalExpensesPerForm990Amt0519685
IRS990ScheduleD/TotalRevenuePerForm990Amt0676017
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0676017
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0519685
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES LYNNE KLEEBERG AND KENNETH KLEEBERG ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND HAS TRUSTEES THAT ARE APPOINTED THE UNION AND ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PROVIDED TO THE UNION AND MANAGEMENT TRUSTEES FOR THEIR REVIEW PRIOR TO SIGNING AND SUBMSSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES DETERMINES IF A CONFLICT OF INTEREST EXIST AFTER A DISCLOSURE HAS BEEN MADE AND A RESOLUTION OF THE CONFLICT IS ACHIEVED BY A MUTUAL AGREEMENT BETWEEN THE PARTIES AND FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION AND DOCUMENTS THE PROCESS IN THE MINUTES OF THE MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS AND FINANCIAL STATEMENT ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE OR BY REQUEST .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATIONS GOVERNING BODY IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990. PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 40 HEALTH FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS LOCAL 40 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WORKERS LOCAL 40 SUPPLEMENTAL RETIREMENT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SMART LOCAL 40 UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061013879
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1066157817
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2061074075
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3060532495
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401 A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2401 A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMPLOYEE BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EMPLOYEE BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2EMPLOYEE BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 OLD FORGE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1100 OLD FORGE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2100 OLD FORGE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3100 OLD FORGE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROCKY HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ROCKY HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ROCKY HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ROCKY HILL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006067
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd106067
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd206067
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd306067
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0126881
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SMART LOCAL 40 UNION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0222825
IRS990/TotalAssetsEOYAmt0374498
IRS990/TotalAssetsGrp/BOYAmt0222825
IRS990/TotalAssetsGrp/EOYAmt0374498
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054451
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0465234
IRS990/TotalFunctionalExpensesGrp/TotalAmt0519685
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012085
IRS990/TotalLiabilitiesEOYAmt07426
IRS990/TotalLiabilitiesGrp/BOYAmt012085

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,498
Liabilities
$7,426
Net assets
$367,072
Revenue
$676,017
Expenses
$519,685
Net income
$156,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.41$0.11$7.29$8.48$8.74$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.88$0.16$7.72$5.92$4.67$1.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.63$0.17$6.46$6.50$5.37$1.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.10$5.33$7.24$5.58$1.66
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.07$3.67$6.76$5.20$1.56