Civic Intelligence

Sheet Metal Workers Residential Training Fund Trust

EIN 37-1142169 • 501(c)5 • Caseyville, IL

Profile

Providing training to union sheet metal workers

2701 North 89th StreetCaseyville, IL 62232
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

63rd percentile

9.5%

Higher net margin than 63% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

37th percentile

-1.8%

Faster revenue growth than 37% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$77,499

Up $2,141 (+2.8%) from 2024

Liabilities

Up

$151

Up $2 (+1.3%) from 2024

Net Assets

Up

$77,348

Up $2,139 (+2.8%) from 2024

Operations
Liabilities / Revenue69th percentileNet Margin63rd percentile

Revenue

Down

$22,557

Down $132 (-0.6%) from 2024

Expenses

Down

$20,418

Down $3,105 (-13%) from 2024

Net Income

Up

$2,139

Up $2,973 (+356%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$80K$60K$40K$20K$0Assets 2021: $74,058Liabilities 2021: $318Net Assets 2021: $73,7402021Assets 2022: $72,867Liabilities 2022: $304Net Assets 2022: $72,5632022Assets 2023: $76,043Liabilities 2023: $0Net Assets 2023: $76,0432023Assets 2024: $75,358Liabilities 2024: $149Net Assets 2024: $75,2092024Assets 2025: $77,499Liabilities 2025: $151Net Assets 2025: $77,3482025

Highlighted filing

2025

Assets$77,499
Liabilities$151
Net Assets$77,348
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$30K$20K$10K$0-$10KRevenue 2021: $21,326Expenses 2021: $21,323Net Income 2021: $32021Revenue 2022: $20,280Expenses 2022: $21,457Net Income 2022: -$1,1772022Revenue 2023: $23,371Expenses 2023: $19,891Net Income 2023: $3,4802023Revenue 2024: $22,689Expenses 2024: $23,523Net Income 2024: -$8342024Revenue 2025: $22,557Expenses 2025: $20,418Net Income 2025: $2,1392025

Highlighted filing

2025

Revenue$22,557
Expenses$20,418
Net Income$2,139
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$77,499
Liabilities
$151
Net assets
$77,348
Revenue
$22,557
Expenses
$20,418
Net income
$2,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$77.5$0.15$77.3$22.6$20.4$2.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.4$0.15$75.2$22.7$23.5$0.83
2023Detailed filing. Detailed filing data is available for this year.$76.0$0.00$76.0$23.4$19.9$3.48
2022Detailed filing. Detailed filing data is available for this year.$72.9$0.30$72.6$20.3$21.5$1.18
2021Detailed filing. Detailed filing data is available for this year.$74.1$0.32$73.7$21.3$21.3$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jun 24, 2025
Return Version
2024v5.0
Gross Receipts
$22,557
Mission and Program Overview

Mission

Providing training to union sheet metal workers

Program Services

DescriptionGrantsExpenses
Operating a training facility to benefit union workers who perform heating, ventilation, air conditioning, and refrigeration services for residential customers-$20,418
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve FowlerChairman-$0--
Jerome ScheibelTrustee-$0--
John LePereTrustee-$0--
Paul NumiTrustee-$0--
Terry NagleTrustee-$0--
Ray BooherTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Residential Training Fund Trust
EIN
37-1142169
Phone
6183971443
Address
2701 North 89th Street, Caseyville, IL 62232

Signing Officer

Name
John LePere
Title
Trustee
Phone
6183971443
Signed
2025-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Richard J Breslin Certified Public Accountant
Address
505 South Illinois Street, Belleville, IL 62220
Preparer
Richard Breslin
Phone
6182359811
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Workmen's compensation insurance $100 Payroll taxes $ 898 Training materials and supplies $1,057 Accident insurance $366 Interest $33 Surety bond $150 TOTAL $2,604”

Form 990-EZ, Part II, Line 26

“Unremitted payroll taxes withheld $151”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Sheet Metal Workers Residential Training Trust
IRS990EZ/BooksInCareOfDetail/PhoneNum06183971443
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02701 North 89th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Caseyville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062232
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075358
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077499
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02139
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04160
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt075358
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077499
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022557
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02773
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075209
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077348
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075209
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077348
IRS990EZ/OccupancyRentUtltsAndMaintAmt03691
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Fowler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jerome Scheibel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John LePere
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Paul Numi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Terry Nagle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ray Booher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02604
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Providing training to union sheet metal workers
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt019784
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Operating a training facility to benefit union workers who perform heating, ventilation, air conditioning, and refrigeration services for residential customers
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020418
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt09963
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0149
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0151
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt020418
IRS990EZ/TotalProgramServiceExpensesAmt020418
IRS990EZ/TotalRevenueAmt022557
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Workmen's compensation insurance $100 Payroll taxes $ 898 Training materials and supplies $1,057 Accident insurance $366 Interest $33 Surety bond $150 TOTAL $2,604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Unremitted payroll taxes withheld $151
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John LePere
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06183971443
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS RESIDENTIAL TRAINING FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0371142169
ReturnHeader/Filer/PhoneNum06183971443
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 North 89th Street
ReturnHeader/Filer/USAddress/CityNm0Caseyville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062232
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371057420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard J Breslin Certified Public Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 South Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Belleville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062220
ReturnHeader/PreparerPersonGrp/PhoneNum06182359811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Breslin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-27T10:08:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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