Civic Intelligence

Sheet Metal Workers' Local 218(S) Apprentice Training and Development Fund

990 • Fiscal year 2021 • EIN 37-6085175

Jun 01, 2020 to May 31, 2021 • Filed on Jan 11, 2022

2855 Via VerdeSpringfield, IL 62703

(217) 529-0161

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.03x

Higher debt load relative to assets than 52% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.11x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

39th percentile

5.9%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$3,428

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

36th percentile

2.9%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

-2.1%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$613,428

Up $17,332 (+2.9%) from 2020

Net Assets

Up

$594,031

Up $10,380 (+1.8%) from 2020

Liabilities

Up

$19,397

Up $6,952 (+56%) from 2020

Revenue

Down

$176,492

Down $3,720 (-2.1%) from 2020

Expenses

Up

$166,112

Up $31,094 (+23%) from 2020

Net Income

Down

$10,380

Down $34,814 (-77%) from 2020

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $392,336Liabilities 2011: $4,7202011Assets 2012: $404,383Liabilities 2012: $8,0142012Assets 2013: $433,168Liabilities 2013: $12,9342013Assets 2014: $499,204Liabilities 2014: $5,3222014Assets 2015: $537,470Liabilities 2015: $12,254Net Assets 2015: $525,2162015Assets 2016: $532,349Liabilities 2016: $10,563Net Assets 2016: $521,7862016Assets 2017: $527,793Liabilities 2017: $14,705Net Assets 2017: $513,0882017Assets 2018: $538,272Liabilities 2018: $9,845Net Assets 2018: $528,4272018Assets 2019: $547,720Liabilities 2019: $9,263Net Assets 2019: $538,4572019Assets 2020: $596,096Liabilities 2020: $12,445Net Assets 2020: $583,6512020Assets 2021: $613,428Liabilities 2021: $19,397Net Assets 2021: $594,0312021Assets 2022: $597,413Liabilities 2022: $8,509Net Assets 2022: $588,9042022Assets 2023: $612,399Liabilities 2023: $7,731Net Assets 2023: $604,6682023Assets 2024: $681,198Liabilities 2024: $2,584Net Assets 2024: $678,6142024Assets 2025: $734,055Liabilities 2025: $1,678Net Assets 2025: $732,3772025

Highlighted filing

2021

Assets$613,428
Liabilities$19,397
Net Assets$594,031

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $122,638Expenses 2011: $90,579Net Income 2011: $32,0592011Revenue 2012: $115,254Expenses 2012: $106,501Net Income 2012: $8,7532012Revenue 2013: $107,974Expenses 2013: $84,109Net Income 2013: $23,8652013Revenue 2014: $183,344Expenses 2014: $109,696Net Income 2014: $73,6482014Revenue 2015: $186,232Expenses 2015: $154,898Net Income 2015: $31,3342015Revenue 2016: $167,682Expenses 2016: $171,112Net Income 2016: -$3,4302016Revenue 2017: $145,417Expenses 2017: $154,115Net Income 2017: -$8,6982017Revenue 2018: $160,642Expenses 2018: $145,303Net Income 2018: $15,3392018Revenue 2019: $158,248Expenses 2019: $148,218Net Income 2019: $10,0302019Revenue 2020: $180,212Expenses 2020: $135,018Net Income 2020: $45,1942020Revenue 2021: $176,492Expenses 2021: $166,112Net Income 2021: $10,3802021Revenue 2022: $168,923Expenses 2022: $174,050Net Income 2022: -$5,1272022Revenue 2023: $201,042Expenses 2023: $185,278Net Income 2023: $15,7642023Revenue 2024: $250,892Expenses 2024: $176,946Net Income 2024: $73,9462024Revenue 2025: $259,030Expenses 2025: $205,267Net Income 2025: $53,7632025

Highlighted filing

2021

Revenue$176,492
Expenses$166,112
Net Income$10,380
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jan 11, 2022
Return Version
2020v4.1
Gross Receipts
$176,492
Mission and Program Overview

Mission

To provide training for members of local 218s.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$583,651$594,031▲ $10,380
Land, Buildings, and Equipment, Net$249,725$239,312▼ $10,413
Savings and Temporary Cash Investments$189,274$191,497▲ $2,223
Cash and Non-Interest-Bearing Accounts$145,974$171,559▲ $25,585
Accounts Receivable$11,123$11,060▼ $63
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$596,096$613,428▲ $17,332
Liabilities
Accounts Payable and Accrued Expenses$7,705$13,467▲ $5,762
Other Liabilities$4,740$5,930▲ $1,190
Total Liabilities$12,445$19,397▲ $6,952
Net Assets / Fund Balance
Total Net Assets Fund Balance$583,651$594,031▲ $10,380
Total Liabilities and Net Assets / Fund Balance$596,096$613,428▲ $17,332

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$173,746$41,042$214,788
Equipment$12,204$94,627$106,831
Land$53,362-$53,362
Compensation and Service Providers

Employees

NameTitleBaseTotal
Ed RobisonTrustee$3,428$3,428

Board Members and Trustees

NameTitle
dan hoseltonformer trustee
Bob McCreadyTrustee
Brian BurnsTrustee
Joe KulekTrustee
Kris PratherTrustee
Steve StarlingTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$157,761
Investment Income
$2,531
Other Revenue
$16,200
Change in Net Assets
$10,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$176,492
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$176,492
Total Revenue per Form 990
$176,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,711
Salaries, Compensation, and Employee Benefits$62,401
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$53,905--$53,905
Occupancy$26,206--$26,206
Depreciation Depletion$14,205--$14,205
Fees for Services Accounting-$10,703-$10,703
Advertising$9,051--$9,051
Insurance-$5,676-$5,676
Office Expenses-$5,343-$5,343
Payroll Taxes$5,074--$5,074
Fees for Services Other-$4,905-$4,905
Current Officers, Directors, Trustees, and Key Employees-$3,422-$3,422
Fees for Services Legal-$634-$634
Other Expenses$26,227$454-$454
Conferences and Meetings$307--$307
Total Functional Expenses$134,975$31,137$0$166,112

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$166,112
Total Expenses per Audited Statements$166,112
Total Expenses per Form 990$166,112
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Funds$4,449
Accrued Payroll Taxes and Withholdings$1,481
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
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 governing body (board of trustees) authorizes the secretary to review the form 990 before it is filed. In addition, the form 990 is made available to the entire governing body for their review upon request.

Form 990, Part VI, Section B, line 12C

The trustees are governed by the trust agreement and a written conflict of interest policy and have a fiduciary responsibility under erisa to administer the plan in the best interest of its members. Any transactions that may be potential conflicts of interest are required to be brought to the board of trustees for review and discussion with the organization's legal council

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

Compensation for the apprenticeship director/trustee and instructors is in accordance with the collective bargaining agreement and bylaws.

Form 990, Part VI, Section C, line 19

All governing documents, policies and financial statements are available upon request from the fund office

Filing and Contact Details

Filer

Filer Name
SHEET METAL WORKERS' LOCAL 218(S)
EIN
37-6085175
Phone
2175290161
Address
2855 VIA VERDE, SPRINGFIELD, IL 62703

Signing Officer

Name
Ed Robison
Title
Trustee
Phone
2175290161
Signed
2022-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Robison
Formed
1968
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
5
Employees
17
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
230 West Monroe St Ste310, Chicago, IL 60606
Preparer
Corey Bilkey
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

This process has not changed from the prior year

Financial Statement Notes

Part X, Line 2:

Mangement is required to evaluate tax positions taken by the fund and recognize a tax liability(or asset)if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of may 31, 2021, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The fund's forms 990, return of organization exempt from income tax, for the fiscal years ending 2018, 2019 and 2020 are subject to examination by the irs, generally for three years after they were filed.

Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015322
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012747
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt083162
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015322
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012747
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt083162
IRS990ScheduleA/InvestmentIncomeCYPct00.10280
IRS990ScheduleA/InvestmentIncomePYPct00.09640
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02550
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0950
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03900
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89230
IRS990ScheduleA/PublicSupportPY509Pct00.89880
IRS990ScheduleA/PublicSupportTotal509Amt0721657
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0155891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0149812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0141886
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131298
IRS990ScheduleA/Total509Grp/TotalAmt0721657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0174622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0170212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0160642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0144995
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0808719
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0173746
IRS990ScheduleD/BuildingsGrp/DepreciationAmt041042
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0214788
IRS990ScheduleD/EquipmentGrp/BookValueAmt012204
IRS990ScheduleD/EquipmentGrp/DepreciationAmt094627
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106831
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0166112
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt053362
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt053362
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01481
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES AND WITHHOLDINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATED FUNDS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0176492
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY(OR ASSET)IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF MAY 31, 2021, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE FISCAL YEARS ENDING 2018, 2019 AND 2020 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0239312
IRS990ScheduleD/TotalExpensesPerForm990Amt0166112
IRS990ScheduleD/TotalLiabilityAmt05930
IRS990ScheduleD/TotalRevenuePerForm990Amt0176492
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0176492
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0166112
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY (BOARD OF TRUSTEES) AUTHORIZES THE SECRETARY TO REVIEW THE FORM 990 BEFORE IT IS FILED. IN ADDITION, THE FORM 990 IS MADE AVAILABLE TO THE ENTIRE GOVERNING BODY FOR THEIR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ARE GOVERNED BY THE TRUST AGREEMENT AND A WRITTEN CONFLICT OF INTEREST POLICY AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF ITS MEMBERS. ANY TRANSACTIONS THAT MAY BE POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE BROUGHT TO THE BOARD OF TRUSTEES FOR REVIEW AND DISCUSSION WITH THE ORGANIZATION'S LEGAL COUNCIL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE APPRENTICESHIP DIRECTOR/TRUSTEE AND INSTRUCTORS IS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE FUND OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0596096
IRS990/TotalAssetsEOYAmt0613428
IRS990/TotalAssetsGrp/BOYAmt0596096
IRS990/TotalAssetsGrp/EOYAmt0613428
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031137
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0134975
IRS990/TotalFunctionalExpensesGrp/TotalAmt0166112
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012445
IRS990/TotalLiabilitiesEOYAmt019397
IRS990/TotalLiabilitiesGrp/BOYAmt012445
IRS990/TotalLiabilitiesGrp/EOYAmt019397
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0583651
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0594031
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0134975
IRS990/TotalProgramServiceRevenueAmt0157761
IRS990/TotalReportableCompFromOrgAmt03428
IRS990/TotalRevenueGrp/ExclusionAmt018731
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0157761
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0176492
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0596096
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0613428
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02855 VIA VERDE
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062703
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ED ROBISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02175290161
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS' LOCAL 218(S)
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICE TRAINING AND DEVELOPMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0376085175
ReturnHeader/Filer/PhoneNum02175290161
ReturnHeader/Filer/USAddress/AddressLine1Txt02855 VIA VERDE
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Calibre CPA Group PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 West Monroe St Ste310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.34$0.02$7.32$2.59$2.05$0.54
2024Detailed filing. Detailed filing data is available for this year.$6.81$0.03$6.79$2.51$1.77$0.74
2023Detailed filing. Detailed filing data is available for this year.$6.12$0.08$6.05$2.01$1.85$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.97$0.09$5.89$1.69$1.74$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$0.19$5.94$1.76$1.66$0.10
2020Summary only. Only limited summary data is available for this year.$5.96$0.12$5.84$1.80$1.35$0.45
2019Summary only. Only limited summary data is available for this year.$5.48$0.09$5.38$1.58$1.48$0.10
2018Summary only. Only limited summary data is available for this year.$5.38$0.10$5.28$1.61$1.45$0.15
2017Summary only. Only limited summary data is available for this year.$5.28$0.15$5.13$1.45$1.54$0.09
2016Summary only. Only limited summary data is available for this year.$5.32$0.11$5.22$1.68$1.71$0.03
2015Summary only. Only limited summary data is available for this year.$5.37$0.12$5.25$1.86$1.55$0.31
2014Summary only. Only limited summary data is available for this year.$4.99$0.05$1.83$1.10$0.74
2013Summary only. Only limited summary data is available for this year.$4.33$0.13$1.08$0.84$0.24
2012Summary only. Only limited summary data is available for this year.$4.04$0.08$1.15$1.07$0.09
2011Summary only. Only limited summary data is available for this year.$3.92$0.05$1.23$0.91$0.32
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $500k-$1M nonprofits