Civic Intelligence

New Horizons Foundations-A Sheet Metal Industry Initiative

990 • Fiscal year 2019 • EIN 41-1998303

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 20, 2020

Organization ProfileWWW.NEWHORIZONSFOUNDATION.ORG
PO Box 222784Chantilly, VA 20153-2784

(703) 222-9001

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-63%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

98th percentile

$564,091

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 286.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,564,212

Up $495,993 (+12%) from 2018

Net Assets

Up

$4,564,212

Up $495,993 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin5th percentile

Revenue

Down

$196,900

Down $30,119 (-13%) from 2018

Expenses

Up

$321,812

Up $110,715 (+52%) from 2018

Net Income

Down

-$124,912

Down $140,834 (-885%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,106,996Liabilities 2010: $5,620Net Assets 2010: $3,101,3762010Assets 2011: $2,948,961Liabilities 2011: $7,957Net Assets 2011: $2,941,0042011Assets 2012: $2,989,960Liabilities 2012: $2,548Net Assets 2012: $2,987,4122012Assets 2013: $3,289,923Liabilities 2013: $0Net Assets 2013: $3,289,9232013Assets 2014: $3,617,184Liabilities 2014: $9,200Net Assets 2014: $3,607,9842014Assets 2015: $3,432,866Liabilities 2015: $2,063Net Assets 2015: $3,430,8032015Assets 2016: $3,713,351Liabilities 2016: $6,018Net Assets 2016: $3,707,3332016Assets 2017: $4,241,183Liabilities 2017: $3,521Net Assets 2017: $4,237,6622017Assets 2018: $4,068,219Liabilities 2018: $0Net Assets 2018: $4,068,2192018Assets 2019: $4,564,212Liabilities 2019: $0Net Assets 2019: $4,564,2122019Assets 2020: $4,972,773Liabilities 2020: $0Net Assets 2020: $4,972,7732020Assets 2021: $5,594,199Liabilities 2021: $0Net Assets 2021: $5,594,1992021Assets 2022: $4,793,801Liabilities 2022: $18,093Net Assets 2022: $4,775,7082022Assets 2023: $5,400,204Liabilities 2023: $21,071Net Assets 2023: $5,379,1332023Assets 2024: $6,034,199Liabilities 2024: $163,132Net Assets 2024: $5,871,0672024

Highlighted filing

2019

Assets$4,564,212
Liabilities$0
Net Assets$4,564,212
Open 2019 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $400,1922010Expenses 2011: $251,5632011Expenses 2012: $163,8912012Revenue 2013: $81,670Expenses 2013: $177,326Net Income 2013: -$95,6562013Revenue 2014: $310,872Expenses 2014: $188,667Net Income 2014: $122,2052014Revenue 2015: $97,196Expenses 2015: $249,209Net Income 2015: -$152,0132015Revenue 2016: $471,589Expenses 2016: $381,696Net Income 2016: $89,8932016Revenue 2017: $254,442Expenses 2017: $102,583Net Income 2017: $151,8592017Revenue 2018: $227,019Expenses 2018: $211,097Net Income 2018: $15,9222018Revenue 2019: $196,900Expenses 2019: $321,812Net Income 2019: -$124,9122019Revenue 2020: $189,757Expenses 2020: $227,253Net Income 2020: -$37,4962020Revenue 2021: $248,223Expenses 2021: $280,839Net Income 2021: -$32,6162021Revenue 2022: $254,709Expenses 2022: $233,689Net Income 2022: $21,0202022Revenue 2023: $455,931Expenses 2023: $278,270Net Income 2023: $177,6612023Revenue 2024: $250,660Expenses 2024: $161,900Net Income 2024: $88,7602024

Highlighted filing

2019

Revenue$196,900
Expenses$321,812
Net Income-$124,912
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 20, 2020
Return Version
2019v5.1
Gross Receipts
$196,900
Mission and Program Overview

Mission

The foundation's purpose is to provide research that will give hvac and sheet metal contractors a competitive edge.

To provide research that will give hvac and sheet metal contractors a competitive edge.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,103,768$3,046,992▲ $943,224
Savings and Temporary Cash Investments$1,405,879$1,022,169▼ $383,710
Pledges and Grants Receivable$442,307$393,367▼ $48,940
Cash and Non-Interest-Bearing Accounts$108,770$88,464▼ $20,306
Accounts Receivable$4,935$11,860▲ $6,925
Prepaid Expenses and Deferred Charges$2,560$1,360▼ $1,200
Total Assets$4,068,219$4,564,212▲ $495,993
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,625,912$4,170,845▲ $544,933
Net Assets With Donor Restrictions$442,307$393,367▼ $48,940
Total Net Assets Fund Balance$4,068,219$4,564,212▲ $495,993
Total Liabilities and Net Assets / Fund Balance$4,068,219$4,564,212▲ $495,993
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Nathan DillsDirector$9,344$9,344
Angela SimonVice Chairman$8,375$8,375
Albert LabellaDirector$3,537$3,537
Anthony KocurekDirector$2,632$2,632
Jack KnoxDirector$1,534$1,534

Board Members and Trustees

NameTitle
Guy M GastChairman
Ron RodgersChairman Emeritus
Vincent R SanduskyDirector
Thomas J SolesExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$121,153
Program Service Revenue
$213
Investment Income
$75,534
Other Revenue
$0
All Other Contributions
$121,153
Change in Net Assets
$-124,912

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,961
Revenue Not Reported on Financial Statements
$-11,061
Revenue Not Reported on Form 990
$660,905
Other Revenue Adjustments
$-11,061
Total Revenue per Audited Statements
$868,866
Total Revenue per Form 990
$196,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$321,812
Total Fundraising Expense$922
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$215,442--$215,442
Information Technology$13,031$31,771-$44,802
Travel-$21,373-$21,373
Fees for Services Accounting$15,842--$15,842
Insurance$1,717--$1,717
Other Expenses$80$7,000$922$1,002
Office Expenses$928--$928
Total Functional Expenses$260,746$60,144$922$321,812

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$372,873
Expenses per Audited Statements$332,873
Total Expenses per Form 990$321,812
Expenses Not Reported on Form 990$40,000
Expenses Not Reported on Financial Statements$-11,061
Other Expense Adjustments$-11,061
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
Annual disclosure for covered persons
No
Audit committee
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
No
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 A, Line 7A

“The officers of the corporation are appointed by the sheet metal and air conditioning contractor's national association (smacna) executive committee.”

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

“The form 990 is prepared by an independent accounting firm and a draft is sent electronically to the board of directors of the foundation for review. The board previously had been notified of this procedure and the board members are given 10 days in which to examine the form 990 and communicate with the controller of the foundation in the event the director has any questions or comments. At the request of any director, or if there are questions or comments that cannot be adequately and fully addressed, the controller will arrange a conference call for all directors to discuss the form 990 and whether or not revisions are needed before it is finalized.”

Form 990, Part VI, Section C, Line 19

“The foundation's conflict of interest policy, document retention policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
New Horizons Foundation - a Sheet
EIN
41-1998303
Phone
7032229001
Address
PO BOX 222784, CHANTILLY, VA 20153-2784

Signing Officer

Name
Thomas J Soles
Title
Executive Director
Phone
7032229001
Signed
2020-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas J Soles
Formed
2001
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
901 N GLEBE ROAD SUITE 200, ARLINGTON, VA 22203
Preparer
Karen Gries
Phone
5712279500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The foundation started three new programs executive exit, internet of things, and emerging a workforce in transition. See further description of programs in part iii.”

Form 990, Part IX, Line 11G

“Customer satisfaction: program service expenses -1,422. Management and general expenses 0. Fundraising expenses 0. Total expenses -1,422. Hiring, promotion tools: program service expenses 1,875. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,875. Body of knowledge: program service expenses 34,988. Management and general expenses 0. Fundraising expenses 0. Total expenses 34,988. Executive exit: program service expenses 65,001. Management and general expenses 0. Fundraising expenses 0. Total expenses 65,001. Internet of things: program service expenses 45,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 45,000. Engaging a workforce in transition: program service expenses 70,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 70,000.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from the payment of income taxes on its exempt activities under section 501(c)(3) of the internal revenue code, and has been designated by the internal revenue service as a "publicy supported organization under section 509(a)(1) of the code. During 2019, the foundation had no unrelated business income. Therefore, no provision for income taxes has been accrued in these financial statements.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in discount on pledges -11,061.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in discount on pledges -11,061.”

Raw XML AppendixShowing 400 of 513 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/ProgSrvcAccomActy2Grp/Desc0EXECUTIVE EXIT - TO ENABLE ORGANIZATIONS TO FACILITATE SMOOTH EXECUTIVE TRANSITIONS AND ENSURE ORGANIZATIONAL CONTINUITY DESPITE SENIOR LEADERSHIP CHANGES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt077020
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0INTERNET OF THINGS - THIS PROJECT WILL RESULT IN A REPORT THAT PROVIDES A DESCRIPTION OF THE OPPORTUNITIES AND THREATS RELATED TO THE INTERNET OF THINGS FOR HVAC AND SHEET METAL CONTRACTORS, A LIST OF STRATEGIES THAT WILL HELP THEM SUCCEED, AND AN ADAPTATION OF A FRESH MANAGEMENT FRAMEWORK, ORGANIZATIONAL AGILITY", THAT WILL HELP THESE CONTRACTORS SUCCESSFULLY POSITION THEIR COMPANIES AS THE TREND EMERGES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt051884
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BODY OF KNOWLEDGE - A RE-ORGANIZATION OF THE ENTIRE LIBRARY OF FOUNDATION PROJECTS AND WHITE PAPERS BY 3 KNOWLEDGE AREAS - BUSINESS MANAGEMENT, ORGANIZATION AND PEOPLE, AND PROJECT EXECUTION. THE GOAL IS TO: -IMPROVE ACCESSIBILITY TO FIND REPORTS AND PAPERS,-INCREASED IMPLEMENTATION OF RESEARCH RESULTS, AND-TO ACT AS A RESOURCE FOR FUTURE RESEARCH - WHAT IS MISSING/WHERE ARE WE LIGHT?
IRS990/ProgSrvcAccomActyOtherGrp/Desc1HIRING PROMOTION TOOLS - A WHITE PAPER THAT IDENTIFIES CURRENT PERSONALITY AND APTITUDE ASSESSMENT TOOLS THAT ARE BEING USED SUCCESSFULLY IN THE CONSTRUCTION INDUSTRY. HOW TO USE THESE TOOLS TO IDENTIFY THE PERSON THAT'S THE RIGHT FIT FOR YOUR COMPANY AND ASSESS THE LIKELIHOOD OF SUCCESS. AND TO USE THE RIGHT TOOLS TO RETAIN TALENT AND GROW EMPLOYEES TO ACHIEVE THEIR MAXIMUM POTENTIAL.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2PRODUCTIVITY MEASUREMENT AND TRACKING IN THE HVAC AND SHEET METAL INDUSTRY: THE WHITE PAPER WILL PRESENT AN OVERALL ANALYSIS OF HOW THE INDUSTRY MEASURES PRODUCTIVITY, INCLUDING AN ANALYSIS OF PRODUCTIVITY TRACKING SYSTEMS PER PHASE (DETAILING/SHOP DRAWINGS, MANUFACTURE, INSTALL). IT WILL IDENTIFY THE PERCENT OF CONTRACTORS THAT MEASURE PRODUCTIVITY, WHICH PHASES, AND WHAT IS BEING MEASURED. THE PAPER WILL ALSO IDENTIFY MAJOR ISSUES TO BE UNDERSTOOD, PITFALLS TO AVOID, AND LESSONS LEARNED.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3CUSTOMER SATISFACTION: A PROJECT THAT OFFERS GUIDANCE ON INSERTING METRICS TO A CONTRACTOR'S PROPOSALS TO HELP DIFFERENTIATE THEM FROM THE COMPETITION. A CUSTOMIZED PERFORMANCE RESEARCH TOOL THAT SMACNA MEMBERS CAN USE TO COMPETE AGAINST LOW-BID CONSTRUCTION. IT WILL HELP EDUCATE OWNERS ON A FIRM'S PROFICIENCIES THAT SEPARATE IT FROM THE COMPETITION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt040340
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt18972
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt23459
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt3-1640
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt20
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt30
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1213
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt30
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0167000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt059944
IRS990/PYOtherExpensesAmt0211097
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt075
IRS990/PYRevenuesLessExpensesAmt015922
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0211097
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0227019
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-124912
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01405879
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01022169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0121153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0167000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0193486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0424843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0959532
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt075534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt052550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt046246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt043126
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0282458
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05156
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39640
IRS990ScheduleA/PublicSupportPY170Pct00.44770
IRS990ScheduleA/PublicSupportTotal170Amt0492275
IRS990ScheduleA/SubstantialContributorsTotAmt0467257
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0121153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0167000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0193486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0424843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0959532
IRS990ScheduleA/TotalSupportAmt01241990
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt040000
IRS990ScheduleD/DonatedServicesUseFcltsAmt040000
IRS990ScheduleD/ExpensesNotReportedAmt040000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-11061
IRS990ScheduleD/ExpensesSubtotalAmt0332873
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0620905
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-11061
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-11061
IRS990ScheduleD/RevenueNotReportedAmt0660905
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-11061
IRS990ScheduleD/RevenueSubtotalAmt0207961
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND HAS BEEN DESIGNATED BY THE INTERNAL REVENUE SERVICE AS A "PUBLICY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE. DURING 2019, THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN ACCRUED IN THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN DISCOUNT ON PLEDGES -11,061.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN DISCOUNT ON PLEDGES -11,061.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0321812
IRS990ScheduleD/TotalRevenuePerForm990Amt0196900
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0868866
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0372873
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0488709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1213158
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt047000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt121870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt028382
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120812
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0VINCENT R SANDUSKY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1THOMAS J SOLES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0564091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1255840
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0VINCENT SANDUSKY - 457B PLAN - $19,000
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION STARTED THREE NEW PROGRAMS EXECUTIVE EXIT, INTERNET OF THINGS, AND EMERGING A WORKFORCE IN TRANSITION. SEE FURTHER DESCRIPTION OF PROGRAMS IN PART III.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS OF THE CORPORATION ARE APPOINTED BY THE SHEET METAL AND AIR CONDITIONING CONTRACTOR'S NATIONAL ASSOCIATION (SMACNA) EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND A DRAFT IS SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS OF THE FOUNDATION FOR REVIEW. THE BOARD PREVIOUSLY HAD BEEN NOTIFIED OF THIS PROCEDURE AND THE BOARD MEMBERS ARE GIVEN 10 DAYS IN WHICH TO EXAMINE THE FORM 990 AND COMMUNICATE WITH THE CONTROLLER OF THE FOUNDATION IN THE EVENT THE DIRECTOR HAS ANY QUESTIONS OR COMMENTS. AT THE REQUEST OF ANY DIRECTOR, OR IF THERE ARE QUESTIONS OR COMMENTS THAT CANNOT BE ADEQUATELY AND FULLY ADDRESSED, THE CONTROLLER WILL ARRANGE A CONFERENCE CALL FOR ALL DIRECTORS TO DISCUSS THE FORM 990 AND WHETHER OR NOT REVISIONS ARE NEEDED BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S CONFLICT OF INTEREST POLICY, DOCUMENT RETENTION POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CUSTOMER SATISFACTION: PROGRAM SERVICE EXPENSES -1,422. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -1,422. HIRING, PROMOTION TOOLS: PROGRAM SERVICE EXPENSES 1,875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,875. BODY OF KNOWLEDGE: PROGRAM SERVICE EXPENSES 34,988. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,988. EXECUTIVE EXIT: PROGRAM SERVICE EXPENSES 65,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,001. INTERNET OF THINGS: PROGRAM SERVICE EXPENSES 45,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,000. ENGAGING A WORKFORCE IN TRANSITION: PROGRAM SERVICE EXPENSES 70,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL AND AIR CONDITIONING CONTRACTOR'S NATIONAL ASSOCIATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,564,212
Liabilities
$0
Net assets
$4,564,212
Revenue
$196,900
Expenses
$321,812
Net income
-$124,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$0.16$5.87$0.25$0.16$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.02$5.38$0.46$0.28$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$0.02$4.78$0.25$0.23$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.00$5.59$0.25$0.28$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.00$4.97$0.19$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.20$0.32$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.07$0.23$0.21$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.25$0.10$0.15
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.01$3.71$0.47$0.38$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.10$0.25$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.62$0.01$3.61$0.31$0.19$0.12
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.08$0.18$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.00$2.99$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.01$2.94$0.25
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.01$3.10$0.40