Civic Intelligence

Sheetmetal Workers International Education Fund

EIN 38-6143572 • 501(c)5 • Marquette, MI

Profile

Provision of educational benefits to eligible sheet metal workers including educational programs and instruction for journeymen and apprentices.

Refreshing map…

1500 West Washington StreetMarquette, MI 49855
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 2015

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

30th percentile

-5.9%

Higher net margin than 30% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $68,130 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$0

Down $68,130 (-100%) from 2014

Operations
Liabilities / Revenue60th percentileNet Margin30th percentile

Revenue

Down

$29,516

Down $29,550 (-50%) from 2014

Expenses

Down

$31,246

Down $22,767 (-42%) from 2014

Net Income

Down

-$1,730

Down $6,783 (-134%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$100K$50K$0Assets 2011: $87,055Liabilities 2011: $0Net Assets 2011: $87,0552011Assets 2012: $84,980Liabilities 2012: $0Net Assets 2012: $84,9802012Assets 2014: $68,130Liabilities 2014: $0Net Assets 2014: $68,1302014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$60K$40K$20K$0-$20KExpenses 2011: $49,0222011Expenses 2012: $42,1302012Revenue 2014: $59,066Expenses 2014: $54,013Net Income 2014: $5,0532014Revenue 2015: $29,516Expenses 2015: $31,246Net Income 2015: -$1,7302015

Highlighted filing

2015

Revenue$29,516
Expenses$31,246
Net Income-$1,730
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$29,516
Expenses
$31,246
Net income
-$1,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$29.5$31.2$1.73
2014Summary only. Only limited summary data is available for this year.$68.1$0.00$68.1$59.1$54.0$5.05
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.0$0.00$85.0$42.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.1$0.00$87.1$49.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$29,516
Mission and Program Overview

Mission

Provision of educational benefits to eligible sheet metal workers including educational programs and instruction for journeymen and apprentices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$55,509--
Cash and Non-Interest-Bearing Accounts$12,621--
Total Assets$68,130$0▼ $68,130
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$68,130--
Total Net Assets Fund Balance$68,130$0▼ $68,130
Total Liabilities and Net Assets / Fund Balance$68,130$0▼ $68,130
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Jacob DenmanPresident
Richard NorthrupSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$29,463
Program Service Revenue
$0
Investment Income
$53
Other Revenue
$0
All Other Contributions
$29,463
Change in Net Assets
$-1,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,246
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$225--$225
Other Expenses$26--$26
Total Functional Expenses$31,246$0$0$31,246
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
Backup withholding compliance
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
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sheetmetal Workers International
EIN
38-6143572
Address
1500 WEST WASHINGTON STREET, MARQUETTE, MI 49855

Signing Officer

Name
Jacob Denman
Title
President
Signed
2015-11-10

Organization Details

Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Cowell & Lapointe Pc
Address
101 SOUTH FRONT STREET SUITE 301, MARQUETTE, MI 49855
Preparer
Michael Chesla
Phone
9062285150
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Transfer to jatc fd zone 3 10,864 transfer to jatc fd zone 3 55,536”

Raw XML Appendix209 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVISION OF EDUCATIONAL BENEFITS TO ELIGIBLE SHEET METAL WORKERS INCLUDING EDUCATIONAL PROGRAMS AND INSTRUCTION FOR JOURNEYMEN AND APPRENTICES.
IRS990/AllOtherContributionsAmt029463
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0SUSAN LIGHT
IRS990/BooksInCareOfDetail/PhoneNum09062250585
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04070 DOLAN DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0FLINT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048504
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt012621
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt029463
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt053
IRS990/CYOtherExpensesAmt031246
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1730
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt031246
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029516
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0APPRENTICE PROGRAM FOR SHEETMETAL WORKERS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt031246
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0225
IRS990/FeesForServicesAccountingGrp/TotalAmt0225
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8886TFiledInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0JACOB DENMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD NORTHRUP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt029516
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt053
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVISION OF EDUCATIONAL BENEFITS TO ELIGIBLE SHEET METAL WORKERS INCLUDING EDUCATIONAL PROGRAMS AND INSTRUCTION FOR JOURNEYMEN AND APPRENTICES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt068130
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-66400
IRS990/OtherExpensesGrp/Desc0MONTHLY TRAINING
IRS990/OtherExpensesGrp/Desc1CONTRIBUTIONS TO UPCC
IRS990/OtherExpensesGrp/Desc2TRAVEL
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ProgramServicesAmt024300
IRS990/OtherExpensesGrp/ProgramServicesAmt15475
IRS990/OtherExpensesGrp/ProgramServicesAmt21220
IRS990/OtherExpensesGrp/ProgramServicesAmt326
IRS990/OtherExpensesGrp/TotalAmt024300
IRS990/OtherExpensesGrp/TotalAmt15475
IRS990/OtherExpensesGrp/TotalAmt21220
IRS990/OtherExpensesGrp/TotalAmt326
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt059041
IRS990/PYInvestmentIncomeAmt025
IRS990/PYOtherExpensesAmt054013
IRS990/PYRevenuesLessExpensesAmt05053
IRS990/PYTotalExpensesAmt054013
IRS990/PYTotalRevenueAmt059066
IRS990/ReconcilationRevenueExpnssAmt0-1730
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055509
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFER TO JATC FD ZONE 3 10,864 TRANSFER TO JATC FD ZONE 3 55,536
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0true
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt068130
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt068130
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt029463
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031246
IRS990/TotalFunctionalExpensesGrp/TotalAmt031246
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt068130
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt031246
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029516
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt068130
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt068130
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB DENMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEETMETAL WORKERS INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0386143572
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 WEST WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0MARQUETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049855
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382422672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COWELL & LAPOINTE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SOUTH FRONT STREET SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARQUETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049855
ReturnHeader/PreparerPersonGrp/PhoneNum09062285150
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL CHESLA
ReturnHeader/ReturnTs02015-11-13T12:00:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)5 • <$500k nonprofits