Civic Intelligence

Tri-Counties Sheet Metal Workers LMCC

EIN 26-4247675 • 501(c)6 • Ventura, CA

Profile

To provide an efficient and effective mechanism to enhance the signatory contractors ability to compete and increase market share of the construction industry. This will be accomplished through the improvement of communications and the working relationship between the union and company management.

2646 Palma Dr Ste 150Ventura, CA 93003

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

80th percentile

19%

Higher net margin than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

8.2%

Faster asset growth than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$329,988

Up $34,543 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$329,988

Up $34,543 (+12%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin80th percentile

Revenue

Up

$120,975

Up $12,521 (+12%) from 2023

Expenses

Down

$86,432

Down $421 (-0.5%) from 2023

Net Income

Up

$34,543

Up $12,942 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2014: $217,933Liabilities 2014: $0Net Assets 2014: $217,9332014Assets 2015: $210,967Net Assets 2015: $210,9672015Assets 2016: $184,035Net Assets 2016: $184,0352016Assets 2017: $225,611Net Assets 2017: $225,6112017Assets 2018: $248,482Net Assets 2018: $248,4822018Assets 2019: $238,553Net Assets 2019: $238,5532019Assets 2020: $233,819Liabilities 2020: $0Net Assets 2020: $233,8192020Assets 2021: $253,860Liabilities 2021: $0Net Assets 2021: $253,8602021Assets 2022: $273,844Liabilities 2022: $0Net Assets 2022: $273,8442022Assets 2023: $295,445Liabilities 2023: $0Net Assets 2023: $295,4452023Assets 2024: $329,988Liabilities 2024: $0Net Assets 2024: $329,9882024

Highlighted filing

2024

Assets$329,988
Liabilities$0
Net Assets$329,988
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $62,376Expenses 2014: $50,727Net Income 2014: $11,6492014Revenue 2015: $76,686Expenses 2015: $83,652Net Income 2015: -$6,9662015Revenue 2016: $73,665Expenses 2016: $100,597Net Income 2016: -$26,9322016Revenue 2017: $86,337Expenses 2017: $44,761Net Income 2017: $41,5762017Revenue 2018: $81,741Expenses 2018: $58,870Net Income 2018: $22,8712018Revenue 2019: $86,781Expenses 2019: $96,710Net Income 2019: -$9,9292019Revenue 2020: $84,209Expenses 2020: $88,943Net Income 2020: -$4,7342020Revenue 2021: $90,430Expenses 2021: $70,389Net Income 2021: $20,0412021Revenue 2022: $105,509Expenses 2022: $85,525Net Income 2022: $19,9842022Revenue 2023: $108,454Expenses 2023: $86,853Net Income 2023: $21,6012023Revenue 2024: $120,975Expenses 2024: $86,432Net Income 2024: $34,5432024

Highlighted filing

2024

Revenue$120,975
Expenses$86,432
Net Income$34,543
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$329,988
Liabilities
$0
Net assets
$329,988
Revenue
$120,975
Expenses
$86,432
Net income
$34,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$1.21$0.86$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$1.08$0.87$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$1.06$0.86$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.90$0.70$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.84$0.89$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.39$2.39$0.87$0.97$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.48$2.48$0.82$0.59$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.86$0.45$0.42
2016Detailed filing. Detailed filing data is available for this year.$1.84$1.84$0.74$1.01$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.11$2.11$0.77$0.84$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.62$0.51$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 1, 2025
Return Version
2024v5.0
Gross Receipts
$120,975
Mission and Program Overview

Mission

To provide an efficient and effective mechanism to enhance the signatory contractors ability to compete and increase market share of the construction industry. This will be accomplished through the improvement of communications and the working relationship between the union and company management.

Program Services

DescriptionGrantsExpenses
TO PROVIDE AN EFFICIENT AND EFFECTIVE MECHANISM TO ENHANCE THE SIGNATORY CONTRACTORS ABILITY TO COMPETE AND INCREASE MARKET SHARE OF THE CONSTRUCTION INDUSTRY. THIS WILL BE ACCOMPLISHED THROUGH THE IMPROVEMENT OF COMMUNICATIONS AND THE WORKING RELATIONSHIP BETWEEN THE UNION AND COMPANY MANAGEMENT.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STAN CAPELLITrustee-$0--
TODD HENARDTrustee-$0--
RICHARD NIDAYTrustee-$0--
JAIME GARCIATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tri-counties Sheet Metal Workers Lmcc
EIN
26-4247675
In Care Of
% STAN CAPELLI
Phone
8056424796
Address
2646 PALMA DR STE 150, VENTURA, CA 93003

Signing Officer

Name
Stan Capelli
Title
Trustee
Phone
8056424796
Signed
2025-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Jeffrey Goss
Phone
8187692010
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:ADVERTISING AND PROMOTIONS Amount:4774”

Form 990EZ Part I Line 16

“Description:CONFERENCES AND MEETINGS Amount:11260”

Form 990EZ Part I Line 16

“Description:JATC FUNCTIONS AND SUPPLIES Amount:40789”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:2995”

Form 990EZ Part I Line 16

“Description:THIRD-PARTY ADMINISTRATION Amount:7064”

Form 990EZ Part I Line 16

“Description:OFFICE EXPENSES Amount:3373”

Form 990EZ Part I Line 16

“Description:CONTRACTOR PROMOTIONS Amount:16177”

Raw XML Appendix125 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STAN CAPELLI
IRS990EZ/BooksInCareOfDetail/PhoneNum08056424796
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02646 PALMA DR STE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0930036355
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0295445
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0329988
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt034543
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0295445
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0329988
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0120975
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0295445
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0329988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0295445
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0329988
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STAN CAPELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TODD HENARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD NIDAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAIME GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt086432
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE AN EFFICIENT AND EFFECTIVE MECHANISM TO ENHANCE THE SIGNATORY CONTRACTORS ABILITY TO COMPETE AND INCREASE MARKET SHARE OF THE CONSTRUCTION INDUSTRY. THIS WILL BE ACCOMPLISHED THROUGH THE IMPROVEMENT OF COMMUNICATIONS AND THE WORKING RELATIONSHIP BETWEEN THE UNION AND COMPANY MANAGEMENT.
IRS990EZ/ProgramServiceRevenueAmt0120975
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE AN EFFICIENT AND EFFECTIVE MECHANISM TO ENHANCE THE SIGNATORY CONTRACTORS ABILITY TO COMPETE AND INCREASE MARKET SHARE OF THE CONSTRUCTION INDUSTRY. THIS WILL BE ACCOMPLISHED THROUGH THE IMPROVEMENT OF COMMUNICATIONS AND THE WORKING RELATIONSHIP BETWEEN THE UNION AND COMPANY MANAGEMENT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086432
IRS990EZ/TotalRevenueAmt0120975
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:ADVERTISING AND PROMOTIONS Amount:4774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:CONFERENCES AND MEETINGS Amount:11260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:JATC FUNCTIONS AND SUPPLIES Amount:40789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:INSURANCE Amount:2995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:THIRD-PARTY ADMINISTRATION Amount:7064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:OFFICE EXPENSES Amount:3373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:CONTRACTOR PROMOTIONS Amount:16177
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STAN CAPELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08056424796
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-COUNTIES SHEET METAL WORKERS LMCC
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0264247675
ReturnHeader/Filer/InCareOfNm0% STAN CAPELLI
ReturnHeader/Filer/PhoneNum08056424796
ReturnHeader/Filer/USAddress/AddressLine1Txt02646 PALMA DR STE 150
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 W ALAMEDA AVE STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915054302
ReturnHeader/PreparerPersonGrp/PhoneNum08187692010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Goss
ReturnHeader/ReturnTs02025-03-03T13:11:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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