Civic Intelligence

San Joaquin Sheet Metal Ind Labor-Mgmt

EIN 26-4760480 • 501(c)6 • Sacramento, CA

Profile

To promote the sheet metal industry.

4040 Lennane DriveSacramento, CA 95834

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

97th percentile

67%

Higher net margin than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

-1.3%

Faster revenue growth than 48% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$82,586

Up $12,051 (+17%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$82,586

Up $12,051 (+17%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$17,916

Down $244 (-1.3%) from 2024

Expenses

Down

$5,865

Down $11,935 (-67%) from 2024

Net Income

Up

$12,051

Up $11,691 (+3248%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$100K$50K$0Assets 2016: $13,238Net Assets 2016: $13,2382016Assets 2017: $20,076Net Assets 2017: $20,0762017Assets 2018: $27,419Net Assets 2018: $27,4192018Assets 2019: $35,588Net Assets 2019: $35,5882019Assets 2020: $47,500Net Assets 2020: $47,5002020Assets 2021: $62,738Net Assets 2021: $62,7382021Assets 2022: $72,541Net Assets 2022: $72,5412022Assets 2023: $70,175Net Assets 2023: $70,1752023Assets 2024: $70,535Net Assets 2024: $70,5352024Assets 2025: $82,586Net Assets 2025: $82,5862025

Highlighted filing

2025

Assets$82,586
Liabilities-
Net Assets$82,586
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$30K$20K$10K$0-$10KRevenue 2016: $16,924Expenses 2016: $12,007Net Income 2016: $4,9172016Revenue 2017: $18,407Expenses 2017: $11,569Net Income 2017: $6,8382017Revenue 2018: $18,797Expenses 2018: $11,454Net Income 2018: $7,3432018Revenue 2019: $19,818Expenses 2019: $11,649Net Income 2019: $8,1692019Revenue 2020: $17,249Expenses 2020: $5,337Net Income 2020: $11,9122020Revenue 2021: $19,823Expenses 2021: $4,585Net Income 2021: $15,2382021Revenue 2022: $21,370Expenses 2022: $11,567Net Income 2022: $9,8032022Revenue 2023: $21,744Expenses 2023: $24,110Net Income 2023: -$2,3662023Revenue 2024: $18,160Expenses 2024: $17,800Net Income 2024: $3602024Revenue 2025: $17,916Expenses 2025: $5,865Net Income 2025: $12,0512025

Highlighted filing

2025

Revenue$17,916
Expenses$5,865
Net Income$12,051
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,586
Liabilities
-
Net assets
$82,586
Revenue
$17,916
Expenses
$5,865
Net income
$12,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$82.6$82.6$17.9$5.87$12.1
2024Detailed filing. Detailed filing data is available for this year.$70.5$70.5$18.2$17.8$0.36
2023Detailed filing. Detailed filing data is available for this year.$70.2$70.2$21.7$24.1$2.37
2022Detailed filing. Detailed filing data is available for this year.$72.5$72.5$21.4$11.6$9.80
2021Detailed filing. Detailed filing data is available for this year.$62.7$62.7$19.8$4.59$15.2
2020Detailed filing. Detailed filing data is available for this year.$47.5$47.5$17.2$5.34$11.9
2019Detailed filing. Detailed filing data is available for this year.$35.6$35.6$19.8$11.6$8.17
2018Detailed filing. Detailed filing data is available for this year.$27.4$27.4$18.8$11.5$7.34
2017Detailed filing. Detailed filing data is available for this year.$20.1$20.1$18.4$11.6$6.84
2016Detailed filing. Detailed filing data is available for this year.$13.2$13.2$16.9$12.0$4.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 25, 2026
Return Version
2025v4.0
Gross Receipts
$17,916
Mission and Program Overview

Mission

To promote the sheet metal industry.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION FORMED WORK GROUPS FOCUSING ON PROBLEMS RELATED TO THE SHEET METAL CONSTRUCTION INDUSTRY. THE ORGANIZATION WORKED TO INCREASE PUBLICITY OF INFORMATION THAT FURTHERS THE ORGANIZATION'S GOALS BY MAINTAINING MEDIA CONTACTS, PREPARING PRESS RELEASES AND PRODUCTION OF MARKETING TOOLS FOR THE USE OF ORGANIZED LABOR IN THE SHEET METAL INDUSTRY. THE ORGANIZATION TARGETS SPECIFIC MARKETS IN ORDER TO INCREASE COMPETITIVENESS FOR SHEET METAL UNION CONSTRUCTION CONTRACTORS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED LATUCo-ChairPT$0--
BRIAN HILLCo-ChairPT$0--
LIZ SUTTONTrustee-$0--
SARA PECCIATrustee-$0--
Filing and Contact Details

Filer

Filer Name
San Joaquin Sheet Metal Ind Labor-mgmt
EIN
26-4760480
Phone
9169221133
Address
4040 LENNANE DRIVE, SACRAMENTO, CA 95834

Signing Officer

Name
Fred Latu
Title
Co-chair
Signed
2026-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Winkler Thurlow Forner Cpas
Address
4360 ARDEN WAY 4, SACRAMENTO, CA 95864
Preparer
Tyler Thurlow CPA
Phone
9164858145
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2120”

Other Expenses.1002

“Office Expenses $20”

Other Expenses.1012

“Insurance $1169”

Other Expenses.1

“DONATIONS $250”

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/PersonNm0FRED LATU
IRS990EZ/BooksInCareOfDetail/PhoneNum09169221133
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04040 LENNANE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095834
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070535
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082586
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012051
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02306
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070535
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082586
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt017916
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070535
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082586
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070535
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082586
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRED LATU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LIZ SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARA PECCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03559
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE SHEET METAL INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt017916
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION FORMED WORK GROUPS FOCUSING ON PROBLEMS RELATED TO THE SHEET METAL CONSTRUCTION INDUSTRY. THE ORGANIZATION WORKED TO INCREASE PUBLICITY OF INFORMATION THAT FURTHERS THE ORGANIZATION'S GOALS BY MAINTAINING MEDIA CONTACTS, PREPARING PRESS RELEASES AND PRODUCTION OF MARKETING TOOLS FOR THE USE OF ORGANIZED LABOR IN THE SHEET METAL INDUSTRY. THE ORGANIZATION TARGETS SPECIFIC MARKETS IN ORDER TO INCREASE COMPETITIVENESS FOR SHEET METAL UNION CONSTRUCTION CONTRACTORS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05865
IRS990EZ/TotalRevenueAmt017916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS $250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED LATU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN JOAQUIN SHEET METAL IND LABOR-MGMT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COOP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0264760480
ReturnHeader/Filer/PhoneNum09169221133
ReturnHeader/Filer/USAddress/AddressLine1Txt04040 LENNANE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095834
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320329674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINKLER THURLOW FORNER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04360 ARDEN WAY 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095864
ReturnHeader/PreparerPersonGrp/PhoneNum09164858145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tyler Thurlow CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-25T21:31:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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