Civic Intelligence

Sheet Metal Workers' Local 73 Apprentice Fund and Journeymen'S Training Fund

990 • Fiscal year 2019 • EIN 36-6127341

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 17, 2020

2701 West Van BurenBellwood, IL 60104-2458

(708) 544-5711

Siviq Scores

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

Liabilities / Assets

56th percentile

0.03x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.09x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Net Margin

17th percentile

-2.0%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

66th percentile

$220,507

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Asset Growth

32nd percentile

3.1%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

7.0%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$8,178,345

Up $248,358 (+3.1%) from 2018

Net Assets

Up

$7,904,386

Up $198,078 (+2.6%) from 2018

Liabilities

Up

$273,959

Up $50,280 (+22%) from 2018

Revenue

Up

$2,990,631

Up $196,175 (+7.0%) from 2018

Expenses

Up

$3,051,861

Up $514,355 (+20%) from 2018

Net Income

Down

-$61,230

Down $318,180 (-124%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $5,961,038Liabilities 2010: $237,223Net Assets 2010: $5,723,8152010Assets 2011: $5,904,707Liabilities 2011: $223,369Net Assets 2011: $5,681,3382011Assets 2013: $6,623,175Liabilities 2013: $178,596Net Assets 2013: $6,444,5792013Assets 2015: $7,451,291Liabilities 2015: $233,803Net Assets 2015: $7,217,4882015Assets 2016: $7,684,013Liabilities 2016: $219,899Net Assets 2016: $7,464,1142016Assets 2017: $7,654,228Liabilities 2017: $239,027Net Assets 2017: $7,415,2012017Assets 2018: $7,929,987Liabilities 2018: $223,679Net Assets 2018: $7,706,3082018Assets 2019: $8,178,345Liabilities 2019: $273,959Net Assets 2019: $7,904,3862019Assets 2020: $8,431,428Liabilities 2020: $227,214Net Assets 2020: $8,204,2142020Assets 2021: $8,723,821Liabilities 2021: $607,344Net Assets 2021: $8,116,4772021Assets 2022: $7,201,124Liabilities 2022: $359,395Net Assets 2022: $6,841,7292022Assets 2025: $7,525,139Liabilities 2025: $117,317Net Assets 2025: $7,407,8222025

Highlighted filing

2019

Assets$8,178,345
Liabilities$273,959
Net Assets$7,904,386

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,932,2062010Expenses 2011: $2,229,6942011Expenses 2013: $1,549,1652013Revenue 2015: $2,395,727Expenses 2015: $2,349,738Net Income 2015: $45,9892015Revenue 2016: $2,555,225Expenses 2016: $2,406,306Net Income 2016: $148,9192016Revenue 2017: $2,669,595Expenses 2017: $2,754,500Net Income 2017: -$84,9052017Revenue 2018: $2,794,456Expenses 2018: $2,537,506Net Income 2018: $256,9502018Revenue 2019: $2,990,631Expenses 2019: $3,051,861Net Income 2019: -$61,2302019Revenue 2020: $3,043,693Expenses 2020: $3,020,027Net Income 2020: $23,6662020Revenue 2021: $2,866,955Expenses 2021: $3,243,757Net Income 2021: -$376,8022021Revenue 2022: $3,097,248Expenses 2022: $3,749,171Net Income 2022: -$651,9232022Revenue 2025: $3,659,101Expenses 2025: $3,382,244Net Income 2025: $276,8572025

Highlighted filing

2019

Revenue$2,990,631
Expenses$3,051,861
Net Income-$61,230
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 17, 2020
Return Version
2018v3.1
Gross Receipts
$6,061,283
Mission and Program Overview

Mission

APPRENTICE TRAINING FUND

To provide for the support, maintenance and administration of the program for the training of apprentices and journeymen.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,632,398$6,876,040▲ $243,642
Land, Buildings, and Equipment, Net$751,200$772,724▲ $21,524
Accounts Receivable$249,131$302,917▲ $53,786
Cash and Non-Interest-Bearing Accounts$142,831$139,757▼ $3,074
Savings and Temporary Cash Investments$113,004$48,979▼ $64,025
Prepaid Expenses and Deferred Charges$41,423$37,928▼ $3,495
Total Assets$7,929,987$8,178,345▲ $248,358
Liabilities
Accounts Payable and Accrued Expenses$223,679$273,959▲ $50,280
Total Liabilities$223,679$273,959▲ $50,280
Net Assets / Fund Balance
Unrestricted Net Assets$7,706,308$7,904,386▲ $198,078
Total Net Assets Fund Balance$7,706,308$7,904,386▲ $198,078
Total Liabilities and Net Assets / Fund Balance$7,929,987$8,178,345▲ $248,358

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$202,518$1,884,423$2,086,941
Land$460,000-$460,000
Equipment$107,883$325,815$433,698
Other Land Buildings$2,323$16,261$18,584
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike SkrabaApprentice CoordinatorFT$138,145$82,362$220,507
Clifford BrooksInstructorFT$119,720$86,605$206,325
Patricia HoffmanInstructorFT$115,918$84,119$200,037
Karl JacksonInstructorFT$114,613$82,517$197,130

Board Members and Trustees

NameTitle
Dan AhernTrustee
James CesakTrustee
Jerry MantaTrustee
Joseph PassannanteTrustee
Mike MayTrustee
Raymond SuggsTrustee - New
Rocco TerranovaTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,761,508
Investment Income
$192,101
Other Revenue
$37,022
Change in Net Assets
$-61,230

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,972,496
Revenue Not Reported on Financial Statements
$18,135
Revenue Not Reported on Form 990
$259,308
Total Revenue per Audited Statements
$3,231,804
Total Revenue per Form 990
$2,990,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,380,906
Other Expenses$670,955
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,554,887
Other Employee Benefits---$291,390
Occupancy---$267,909
Pension Plan Contributions---$217,510
Current Officers, Directors, Trustees, and Key Employees---$215,732
Insurance---$116,925
Payroll Taxes---$101,387
Depreciation Depletion---$78,090
Office Expenses---$20,595
Fees for Services Accounting---$20,431
Fees for Service Investment Mgmnt Fees---$18,135
Fees for Services Legal---$5,986
Conferences and Meetings---$2,916
Other Expenses---$1,843
Travel---$1,732
Total Functional Expenses$0$0$0$3,051,861

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,051,861
Expenses per Audited Statements$3,033,726
Total Expenses per Audited Statements$3,033,726
Expenses Not Reported on Financial Statements$18,135
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
Audit committee
Yes
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
Yes
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 A, Line 8B

There are no committees that have the authority to act on behalf of the governing body.

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

The form 990 is provided to the entire board of trustees and the apprentice coordinator who thoroughly review it prior to its approval and filing.

Form 990, Part VI, Section B, Line 15B

The salary of the apprentice coordinator is determined and approved by the board of trustees.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are available upon request at the training fund's office.

Filing and Contact Details

Filer

Filer Name
SHEET METAL WORKERS' LOCAL 73 APPRENTICE
EIN
36-6127341
Phone
7085445711
Address
2701 WEST VAN BUREN, BELLWOOD, IL 60104-2458

Signing Officer

Name
Joseph Passannante
Title
Trustee
Phone
7085445711
Signed
2020-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Passannante
Formed
1942
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
148
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR 700, WESTCHESTER, IL 60154
Preparer
Douglas Schwegman
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require the fund to evaluate tax positions taken by the fund and recognize a tax liability if the fund has taken an uncertain tax position that more likely than not would not be sustained upon examination by tax authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 521 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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IRS990/PYSalariesCompEmpBnftPaidAmt01950249
IRS990/PYTotalExpensesAmt02537506
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02794456
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-61230
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113004
IRS990/SavingsAndTempCashInvstGrp/EOYAmt048979
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0202518
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01884423
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02086941
IRS990ScheduleD/EquipmentGrp/BookValueAmt0107883
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0325815
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0433698
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018135
IRS990ScheduleD/ExpensesSubtotalAmt03033726
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018135
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018135
IRS990ScheduleD/LandGrp/BookValueAmt0460000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0460000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0259308
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02323
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016261
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018584
IRS990ScheduleD/RevenueNotReportedAmt0259308
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018135
IRS990ScheduleD/RevenueSubtotalAmt02972496
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. 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/TotalBookValueLandBuildingsAmt0772724
IRS990ScheduleD/TotalExpensesPerForm990Amt03051861
IRS990ScheduleD/TotalRevenuePerForm990Amt02990631
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03231804
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03033726
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0138145
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1114613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2115918
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3119720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt056384
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt156505
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt257596
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt359299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025978
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt126012
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt226523
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt327306
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MIKE SKRABA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KARL JACKSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2PATRICIA HOFFMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3CLIFFORD BROOKS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0APPRENTICE COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0220507
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1197130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2200037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3206325
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt30
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND THE APPRENTICE COORDINATOR WHO THOROUGHLY REVIEW IT PRIOR TO ITS APPROVAL AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARY OF THE APPRENTICE COORDINATOR IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE TRAINING FUND'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS' INT'L ASSOC LOCAL UNION NO 73 ANNUITY PL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS' LOCAL NO 73 PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WORKERS' LOCAL 73 WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3INT'L ASSOC OF SMART LOCAL NO 73 LMCC TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0205002115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1516126221
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2362145881
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3326445729
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3IL

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.53$0.12$7.41$3.66$3.38$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.36$6.84$3.10$3.75$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.72$0.61$8.12$2.87$3.24$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.43$0.23$8.20$3.04$3.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$8.18$0.27$7.90$2.99$3.05$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$0.22$7.71$2.79$2.54$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.65$0.24$7.42$2.67$2.75$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.68$0.22$7.46$2.56$2.41$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.45$0.23$7.22$2.40$2.35$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$0.18$6.44$1.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.22$5.68$2.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.96$0.24$5.72$2.93