Civic Intelligence

Tri-Counties Sheet Metal Workers LMCC

990EZ • Fiscal year 2017 • EIN 26-4247675

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 15, 2018

2646 Palma Dr Ste 150Ventura, CA 93003

(805) 642-4796

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

97th percentile

48%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

79th percentile

23%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

17%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$225,611

Up $41,576 (+23%) from 2016

Net Assets

Up

$225,611

Up $41,576 (+23%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$86,337

Up $12,672 (+17%) from 2016

Expenses

Down

$44,761

Down $55,836 (-56%) from 2016

Net Income

Up

$41,576

Up $68,508 (+254%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$225,611
Liabilities-
Net Assets$225,611

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$86,337
Expenses$44,761
Net Income$41,576
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 15, 2018
Return Version
2017v2.2
Gross Receipts
$86,337
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.

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 the 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 THE COMPANY MANAGEMENT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STAN CAPELLIManagement Trus-$0--
TODD HENARDManagement Trus-$0--
TYLER SCHEIDTTrustee-$0--
RICHARD NIDAYLabor Trustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Stan Capelli
Title
Management Trus
Signed
2018-03-15
Discuss with paid preparer
Yes

Preparer

Firm
David Brody & Company
Address
17785 CENTER COURT DR N STE 680, CERRITOS, CA 90703-8573
Preparer
Parbhu Jogia CPA
Phone
5624025222
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $20683

Other Expenses.1002

Office Expenses $3849

Other Expenses.1007

Conferences, Conventions, and Meetings $7348

Other Expenses.1012

Insurance $1706

Other Expenses.1

Jatc education and training $9371

Other Expenses.2

Miscellaneous expenses $10

Raw XML Appendix109 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/BOYAmt0184035
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0225611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt041576
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01794
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184035
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0225611
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt086337
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt086337
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184035
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0225611
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184035
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0225611
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STAN CAPELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TODD HENARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TYLER SCHEIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD NIDAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MANAGEMENT TRUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MANAGEMENT TRUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LABOR TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042967
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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 THE COMPANY MANAGEMENT.
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 THE COMPANY MANAGEMENT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044761
IRS990EZ/TotalRevenueAmt086337
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $20683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $7348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JATC EDUCATION AND TRAINING $9371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS EXPENSES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STAN CAPELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGEMENT TRUS
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-COUNTIES SHEET METAL WORKERS LMCC
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0264247675
ReturnHeader/Filer/PhoneNum08056424796
ReturnHeader/Filer/USAddress/AddressLine1Txt02646 PALMA DR STE 150
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954778275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID BRODY & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017785 CENTER COURT DR N STE 680
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CERRITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0907038573
ReturnHeader/PreparerPersonGrp/PhoneNum05624025222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Parbhu Jogia CPA
ReturnHeader/ReturnTs02018-03-15T09:19:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings