Civic Intelligence

Sheet Metal Industry Apprentice & Training Fund

990 • Fiscal year 2023 • EIN 23-7412739

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Net Margin

29th percentile

-2.7%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

97th percentile

$206,563

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Asset Growth

23rd percentile

-3.2%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

1.0%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$762,577

Down $25,427 (-3.2%) from 2022

Net Assets

Down

$755,675

Down $16,256 (-2.1%) from 2022

Liabilities

Down

$6,902

Down $9,171 (-57%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin29th percentile

Revenue

Up

$598,366

Up $6,111 (+1.0%) from 2022

Expenses

Up

$614,622

Up $147,828 (+32%) from 2022

Net Income

Down

-$16,256

Down $141,717 (-113%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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 2023: $762,577Liabilities 2023: $6,902Net Assets 2023: $755,6752023Assets 2024: $740,867Liabilities 2024: $11,411Net Assets 2024: $729,4562024

Highlighted filing

2023

Assets$762,577
Liabilities$6,902
Net Assets$755,675
Open 2023 Filing

Operations Trend

Revenue Growth37th 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 2023: $598,366Expenses 2023: $614,622Net Income 2023: -$16,2562023Revenue 2024: $847,829Expenses 2024: $874,048Net Income 2024: -$26,2192024

Highlighted filing

2023

Revenue$598,366
Expenses$614,622
Net Income-$16,256
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$598,366
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$687,806$650,281▼ $37,525
Accounts Receivable$86,909$60,736▼ $26,173
Land, Buildings, and Equipment, Net$8,015$46,286▲ $38,271
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$788,004$762,577▼ $25,427
Other Assets Total$5,174$5,174→ $0
Liabilities
Accounts Payable and Accrued Expenses$16,073$6,902▼ $9,171
Total Liabilities$16,073$6,902▼ $9,171
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$768,662$752,341▼ $16,321
Net Assets With Donor Restrictions$3,269$3,334▲ $65
Total Net Assets Fund Balance$771,931$755,675▼ $16,256
Total Liabilities and Net Assets / Fund Balance$788,004$762,577▼ $25,427

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,286$297,291$343,577
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason M ShermanTraining CoordinatorFT$112,369$94,194$206,563
John M BealLabor Trustee-$5,230-$5,230

Board Members and Trustees

NameTitle
Bob ButlerLabor Trustee
Fred DescyLabor Trustee
John NimmonsLabor Trustee
Joe FerrucciManagement Trustee
John BurgessManagement Trustee
Kenneth R KleebergManagement Trustee
Michael ThompsonManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$52,860
Program Service Revenue
$525,578
Investment Income
$16,273
Other Revenue
$3,655
All Other Contributions
$52,860
Change in Net Assets
$-16,256

Audited Revenue Reconciliation

Revenue per Audited Statements
$597,664
Revenue Not Reported on Financial Statements
$702
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$597,664
Total Revenue per Form 990
$598,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$328,552
Other Expenses$286,070
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$193,890--$193,890
Occupancy$126,881--$126,881
Pension Plan Contributions$84,378--$84,378
Other Employee Benefits$34,526--$34,526
Office Expenses-$31,073-$31,073
Travel$20,796--$20,796
Payroll Taxes$15,758--$15,758
Insurance-$12,705-$12,705
Fees for Services Legal-$12,636-$12,636
Other Expenses$8,180--$8,180
Fees for Services Accounting-$8,107-$8,107
Depreciation Depletion-$6,619-$6,619
Conferences and Meetings-$4,934-$4,934
Advertising$2,277--$2,277
Payments to Affiliates$1,225--$1,225
Fees for Service Investment Mgmnt Fees-$702-$702
Total Functional Expenses$537,846$76,776$0$614,622

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$614,622
Expenses per Audited Statements$613,920
Total Expenses per Audited Statements$613,920
Expenses Not Reported on Financial Statements$702
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 to 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 submission.”

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

“The board of trustees determines if a conflict of interest exists 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 statements 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
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Nimmons
Formed
1971
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT ROAD 5TH FLOOR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's 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 to 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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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/InvestmentExpensesNotIncld2Amt0702
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0702
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0702
IRS990ScheduleD/RevenueSubtotalAmt0597664
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt046286
IRS990ScheduleD/TotalExpensesPerForm990Amt0614622
IRS990ScheduleD/TotalRevenuePerForm990Amt0598366
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0597664
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0613920
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
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0112369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt061397
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt032797
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JASON M SHERMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0206563
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES LYNNE KLEEBERG AND KENNETH KLEEBERG ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND HAS TRUSTEES THAT ARE APPOINTED TO 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 SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES DETERMINES IF A CONFLICT OF INTEREST EXISTS 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 STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE OR BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S 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/InvolvedAmt15192
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SMART LOCAL 40 UNION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SMART LOCAL 40 UNION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$762,577
Liabilities
$6,902
Net assets
$755,675
Revenue
$598,366
Expenses
$614,622
Net income
-$16,256
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
2023Detailed filing. Detailed filing data is available for this year.$7.63$0.07$7.56$5.98$6.15$0.16
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
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