Civic Intelligence

Sheet Metal Industry Apprentice & Training Fund

990 • Fiscal year 2020 • EIN 23-7412739

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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

65th percentile

0.02x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

94th percentile

45%

Faster asset growth than 94% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

7.1%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$543,143

Up $168,645 (+45%) from 2019

Net Assets

Up

$533,119

Up $166,047 (+45%) from 2019

Liabilities

Up

$10,024

Up $2,598 (+35%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin75th percentile

Revenue

Up

$723,713

Up $47,696 (+7.1%) from 2019

Expenses

Up

$557,667

Up $37,982 (+7.3%) from 2019

Net Income

Up

$166,046

Up $9,714 (+6.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2020

Assets$543,143
Liabilities$10,024
Net Assets$533,119
Open 2020 Filing

Operations Trend

Revenue Growth77th 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

2020

Revenue$723,713
Expenses$557,667
Net Income$166,046
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$723,713
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$264,033$435,612▲ $171,579
Accounts Receivable$67,882$74,571▲ $6,689
Land, Buildings, and Equipment, Net$37,309$27,686▼ $9,623
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$374,498$543,143▲ $168,645
Other Assets Total$5,174$5,174→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,426$10,024▲ $2,598
Total Liabilities$7,426$10,024▲ $2,598
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$363,925$529,933▲ $166,008
Net Assets With Donor Restrictions$3,147$3,186▲ $39
Total Net Assets Fund Balance$367,072$533,119▲ $166,047
Total Liabilities and Net Assets / Fund Balance$374,498$543,143▲ $168,645

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,686$269,060$296,746
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
David a RocheLabor Trustee
John M BealLabor Trustee
John NimmonsLabor Trustee
Marek BronhartLabor Trustee
Joe FerrucciManagement Trustee
John BurgessManagement Trustee
Kenneth R KleebergManagement Trustee
Michael ThompsonManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$69,358
Program Service Revenue
$652,629
Investment Income
$645
Other Revenue
$1,081
Change in Net Assets
$166,046

Audited Revenue Reconciliation

Revenue per Audited Statements
$723,713
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$723,713
Total Revenue per Form 990
$723,713
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$342,757
Other Expenses$214,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$186,203--$186,203
Occupancy$126,881--$126,881
Pension Plan Contributions$93,963--$93,963
Other Employee Benefits$47,614--$47,614
Office Expenses-$20,568-$20,568
Payroll Taxes$14,977--$14,977
Insurance-$13,290-$13,290
Fees for Services Accounting-$12,525-$12,525
Depreciation Depletion-$10,473-$10,473
Other Expenses$9,336--$9,336
Fees for Services Legal-$5,460-$5,460
Travel$2,361--$2,361
Payments to Affiliates$2,280--$2,280
Conferences and Meetings-$615-$615
Total Functional Expenses$494,736$62,931$0$557,667

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$557,667
Total Expenses per Audited Statements$557,667
Total Expenses per Form 990$557,667
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
John Nimmons
Title
Labor Trustee
Phone
8605292616
Signed
2021-11-12

Organization Details

Principal Officer
John Nimmons
Formed
1971
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
4
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.”

Raw XML AppendixShowing 400 of 452 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/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.
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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/TotalAssetsBOYAmt0374498
IRS990/TotalAssetsEOYAmt0543143
IRS990/TotalAssetsGrp/BOYAmt0374498
IRS990/TotalAssetsGrp/EOYAmt0543143
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt069358
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt062931
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0494736
IRS990/TotalFunctionalExpensesGrp/TotalAmt0557667
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07426
IRS990/TotalLiabilitiesEOYAmt010024
IRS990/TotalLiabilitiesGrp/BOYAmt07426
IRS990/TotalLiabilitiesGrp/EOYAmt010024
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0367072
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0533119
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0494736
IRS990/TotalProgramServiceRevenueAmt0652629
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01726
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0652629

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$543,143
Liabilities
$10,024
Net assets
$533,119
Revenue
$723,713
Expenses
$557,667
Net income
$166,046
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
2020Detailed filing. Detailed filing data is available for this year.$5.43$0.10$5.33$7.24$5.58$1.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.07$3.67$6.76$5.20$1.56