Civic Intelligence

Sheet Metal Workers 33 Akron District Joint Apprenticeship & Training Fund

990 • Fiscal year 2016 • EIN 34-1056223

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 08, 2017

Organization Profilen/a
1890 Venture Circle SEMassillon, OH 44646

(330) 833-2998

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

84th percentile

27%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

20%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,487,213

Up $215,237 (+17%) from 2015

Net Assets

Up

$1,484,455

Up $216,385 (+17%) from 2015

Liabilities

Down

$2,758

Down $1,148 (-29%) from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$805,442

Up $132,638 (+20%) from 2015

Expenses

Up

$589,057

Up $138,242 (+31%) from 2015

Net Income

Down

$216,385

Down $5,604 (-2.5%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $213,847Liabilities 2011: $4,789Net Assets 2011: $209,0582011Assets 2012: $433,517Liabilities 2012: $5,143Net Assets 2012: $428,3742012Assets 2013: $872,004Liabilities 2013: $3,387Net Assets 2013: $868,6172013Assets 2014: $1,049,116Liabilities 2014: $3,035Net Assets 2014: $1,046,0812014Assets 2015: $1,271,976Liabilities 2015: $3,906Net Assets 2015: $1,268,0702015Assets 2016: $1,487,213Liabilities 2016: $2,758Net Assets 2016: $1,484,4552016Assets 2017: $1,692,356Liabilities 2017: $2,254Net Assets 2017: $1,690,1022017Assets 2018: $1,923,325Liabilities 2018: $2,121Net Assets 2018: $1,921,2042018Assets 2019: $2,235,181Liabilities 2019: $11,220Net Assets 2019: $2,223,9612019Assets 2020: $2,293,816Liabilities 2020: $4,179Net Assets 2020: $2,289,6372020Assets 2021: $2,472,226Liabilities 2021: $4,717Net Assets 2021: $2,467,5092021Assets 2022: $2,290,829Liabilities 2022: $2,321Net Assets 2022: $2,288,5082022Assets 2023: $2,334,471Liabilities 2023: $4,942Net Assets 2023: $2,329,5292023Assets 2024: $2,237,647Liabilities 2024: $6,540Net Assets 2024: $2,231,1072024

Highlighted filing

2016

Assets$1,487,213
Liabilities$2,758
Net Assets$1,484,455
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $380,8442011Expenses 2012: $355,9852012Revenue 2013: $671,426Expenses 2013: $415,018Net Income 2013: $256,4082013Revenue 2014: $647,667Expenses 2014: $470,203Net Income 2014: $177,4642014Revenue 2015: $672,804Expenses 2015: $450,815Net Income 2015: $221,9892015Revenue 2016: $805,442Expenses 2016: $589,057Net Income 2016: $216,3852016Revenue 2017: $677,556Expenses 2017: $479,443Net Income 2017: $198,1132017Revenue 2018: $741,992Expenses 2018: $443,469Net Income 2018: $298,5232018Revenue 2019: $778,210Expenses 2019: $568,930Net Income 2019: $209,2802019Revenue 2020: $772,042Expenses 2020: $743,619Net Income 2020: $28,4232020Revenue 2021: $693,763Expenses 2021: $551,704Net Income 2021: $142,0592021Revenue 2022: $661,893Expenses 2022: $723,074Net Income 2022: -$61,1812022Revenue 2023: $565,358Expenses 2023: $580,789Net Income 2023: -$15,4312023Revenue 2024: $684,038Expenses 2024: $756,265Net Income 2024: -$72,2272024

Highlighted filing

2016

Revenue$805,442
Expenses$589,057
Net Income$216,385
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 8, 2017
Return Version
2016v3.0
Gross Receipts
$805,442
Mission and Program Overview

Mission

Training, supervising and regulating apprentices and journeymen of the sheet metal workers local no 33 akron district

Training, supervising and regulating apprentices and journeymen of the sheet metal workers' local no. 33 akron district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,268,070$1,484,455▲ $216,385
Savings and Temporary Cash Investments$293,706$1,223,407▲ $929,701
Cash and Non-Interest-Bearing Accounts$978,270$263,806▼ $714,464
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,271,976$1,487,213▲ $215,237
Liabilities
Accounts Payable and Accrued Expenses$3,906$2,758▼ $1,148
Total Liabilities$3,906$2,758▼ $1,148
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,268,070$1,484,455▲ $216,385
Total Liabilities and Net Assets / Fund Balance$1,271,976$1,487,213▲ $215,237
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Brad KlausnerCo-chairman
Jason NewmanCo-chairman
Jerry DurieuxTrustee
Shane BallTrustee
Tom WiantTrustee
Vince DuffTrustee
Donald RozenekTrustee-alternate
Keith BarkerTrustee-alternate
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$796,490
Investment Income
$8,570
Other Revenue
$382
Change in Net Assets
$216,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$805,442
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$805,442
Total Revenue per Form 990
$805,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$360,318
Salaries, Compensation, and Employee Benefits$179,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$109,704--$109,704
Occupancy$69,462--$69,462
Benefits to Members$48,883--$48,883
Pension Plan Contributions$36,292--$36,292
Other Expenses$57,939$33,586-$33,586
Other Employee Benefits$20,369--$20,369
Conferences and Meetings-$18,221-$18,221
Payroll Taxes$13,491--$13,491
Insurance-$10,367-$10,367
Fees for Services Accounting-$9,885-$9,885
Office Expenses-$9,166-$9,166
Information Technology$8,337--$8,337
Fees for Services Legal-$5,169-$5,169
Advertising-$2,791-$2,791
Total Functional Expenses$499,872$89,185$0$589,057

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$589,057
Total Expenses per Audited Statements$589,057
Total Expenses per Form 990$589,057
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The form 990 is prepared by an independent accounting firm and provided to the officers for review prior to the form's submission.”

Form 990, Part VI, Section C, line 19

“The financial statements and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Apprentice Educational and
EIN
34-1056223
Phone
3308332998
Address
1890 VENTURE CIRCLE SE, MASSILLON, OH 44646

Signing Officer

Name
Brad Klausner
Title
Co-chairman
Phone
3308332998
Signed
2017-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Klausner
Formed
1971
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Firm
Maloney Novotny LLC
Address
1111 Superior Ave Suite 700, Cleveland, OH 44114-2540
Preparer
David O Reyes
Phone
2163630100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1:

“The accounting method used to prepare the form 990 is modified cash.”

Raw XML Appendix377 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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IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ADVERTISED IN THE AREA NEWSPAPERS AND EMPLOYMENT GUIDE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE OFFICERS FOR REVIEW PRIOR TO THE FORM'S SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 IS MODIFIED CASH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 1:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01271976
IRS990/TotalAssetsEOYAmt01487213
IRS990/TotalAssetsGrp/BOYAmt01271976
IRS990/TotalAssetsGrp/EOYAmt01487213
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt089185
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0499872
IRS990/TotalFunctionalExpensesGrp/TotalAmt0589057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03906
IRS990/TotalLiabilitiesEOYAmt02758
IRS990/TotalLiabilitiesGrp/BOYAmt03906
IRS990/TotalLiabilitiesGrp/EOYAmt02758
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0499872
IRS990/TotalProgramServiceRevenueAmt0796490
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08570
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0796872
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0805442
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0MASSILLON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044646
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD KLAUSNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03308332998
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL APPRENTICE EDUCATIONAL AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROMOTIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
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ReturnHeader/Filer/USAddress/AddressLine1Txt01890 VENTURE CIRCLE SE
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034F15A1E57D14FDCA2271EC8547C559A386063E6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.116.109.2
ReturnHeader/FilingSecurityInformation/IPDt02017-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:09:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0340677006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maloney Novotny LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 Superior Ave Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142540
ReturnHeader/PreparerPersonGrp/PhoneNum02163630100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David O Reyes
ReturnHeader/ReturnTs02017-08-09T09:59:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,487,213
Liabilities
$2,758
Net assets
$1,484,455
Revenue
$805,442
Expenses
$589,057
Net income
$216,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.23$0.68$0.76$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.57$0.58$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.66$0.72$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.69$0.55$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.77$0.74$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.22$0.78$0.57$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.74$0.44$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.68$0.48$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.48$0.81$0.59$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.67$0.45$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.65$0.47$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.67$0.42$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.01$0.43$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.38