Civic Intelligence

Sheet Metal Local 36 Funeral Trust Fund

EIN 43-6048441 • 501(c)9 • St Louis, MO

Profile

PROVIDE DEATH BENEFITS.

2319 Chouteau Ave 100St Louis, MO 63103

n/A

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 2022

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2022

Net Margin

46th percentile

-19%

Higher net margin than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2022

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

-26%

Faster revenue growth than 51% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $16,788 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $16,788 (-100%) from 2021

Operations
Liabilities / Revenue80th percentileNet Margin46th percentile

Revenue

Down

$27,006

Down $9,587 (-26%) from 2021

Expenses

Down

$32,215

Down $1,385 (-4.1%) from 2021

Net Income

Down

-$5,209

Down $8,202 (-274%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$40K$30K$20K$10K$0Assets 2010: $32,413Net Assets 2010: $32,4132010Assets 2011: $22,221Net Assets 2011: $22,2212011Assets 2012: $13,156Liabilities 2012: $02012Assets 2013: $8,273Net Assets 2013: $8,2732013Assets 2014: $2,842Net Assets 2014: $2,8422014Assets 2015: $7,619Liabilities 2015: $1,000Net Assets 2015: $6,6192015Assets 2016: $2,430Net Assets 2016: $2,4302016Assets 2017: $9,356Liabilities 2017: $755Net Assets 2017: $8,6012017Assets 2018: $15,346Net Assets 2018: $15,3462018Assets 2019: $14,192Net Assets 2019: $14,1922019Assets 2020: $11,849Net Assets 2020: $11,8492020Assets 2021: $16,788Liabilities 2021: $0Net Assets 2021: $16,7882021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth51st percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $51,555Expenses 2010: $51,276Net Income 2010: $2792010Revenue 2011: $25,908Expenses 2011: $36,100Net Income 2011: -$10,1922011Revenue 2012: $44,135Expenses 2012: $53,200Net Income 2012: -$9,0652012Revenue 2013: $29,817Expenses 2013: $34,700Net Income 2013: -$4,8832013Revenue 2014: $41,269Expenses 2014: $46,700Net Income 2014: -$5,4312014Revenue 2015: $54,455Expenses 2015: $50,678Net Income 2015: $3,7772015Revenue 2016: $22,242Expenses 2016: $26,431Net Income 2016: -$4,1892016Revenue 2017: $33,721Expenses 2017: $27,550Net Income 2017: $6,1712017Revenue 2018: $43,595Expenses 2018: $36,850Net Income 2018: $6,7452018Revenue 2019: $38,046Expenses 2019: $39,200Net Income 2019: -$1,1542019Revenue 2020: $32,657Expenses 2020: $35,000Net Income 2020: -$2,3432020Revenue 2021: $36,593Expenses 2021: $33,600Net Income 2021: $2,9932021Revenue 2022: $27,006Expenses 2022: $32,215Net Income 2022: -$5,2092022

Highlighted filing

2022

Revenue$27,006
Expenses$32,215
Net Income-$5,209
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$27,006
Expenses
$32,215
Net income
-$5,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$27.0$32.2$5.21
2021Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$36.6$33.6$2.99
2020Detailed filing. Detailed filing data is available for this year.$11.8$11.8$32.7$35.0$2.34
2019Detailed filing. Detailed filing data is available for this year.$14.2$14.2$38.0$39.2$1.15
2018Detailed filing. Detailed filing data is available for this year.$15.3$15.3$43.6$36.9$6.75
2017Detailed filing. Detailed filing data is available for this year.$9.36$0.76$8.60$33.7$27.6$6.17
2016Detailed filing. Detailed filing data is available for this year.$2.43$2.43$22.2$26.4$4.19
2015Detailed filing. Detailed filing data is available for this year.$7.62$1.00$6.62$54.5$50.7$3.78
2014Detailed filing. Detailed filing data is available for this year.$2.84$2.84$41.3$46.7$5.43
2013Detailed filing. Detailed filing data is available for this year.$8.27$8.27$29.8$34.7$4.88
2012Summary only. Only limited summary data is available for this year.$13.2$0.00$44.1$53.2$9.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$22.2$25.9$36.1$10.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$32.4$51.6$51.3$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$27,006
Mission and Program Overview

Mission

PROVIDE DEATH BENEFITS.

Program Services

DescriptionGrantsExpenses
PROVIDES DEATH BENEFITS.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY REASONSTrustee - Past-$0--
JEREMY SNYDERTrustee - Past-$0--
THOMAS MERCERTrustee - Past-$0--
MATTHEW HAYNESTrustee - Past-$0--
STEVEN QUINNTrustee - Past-$0--
JOSHUA SNEEDTrustee - Past-$0--
SCOTT STEPHANTrustee - Past-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Local 36 Funeral Trust Fund
EIN
43-6048441
Phone
3143712800
Address
2319 CHOUTEAU AVE 100, ST LOUIS, MO 63103

Signing Officer

Name
Ray Reasons
Title
Trustee
Phone
3143712800
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Christopher Franz
Phone
3123680500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interst income. Amount: 1.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 15.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: terminal transfer of net assets to related local union. Amount: -11,579.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: participant contributions receivable. Beg. Of year amount: 1,939. End of year amount: 0.”

Raw XML Appendix158 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt032200
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEREMY SNYDER
IRS990EZ/BooksInCareOfDetail/PhoneNum03143712800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02319 CHOUTEAU AVENUE SUITE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014849
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt027005
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-5209
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016788
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt027006
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016788
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016788
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAY REASONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEREMY SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS MERCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW HAYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVEN QUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSHUA SNEED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT STEPHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE - PAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE - PAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE - PAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE - PAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE - PAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE - PAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE - PAST
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01939
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-11579
IRS990EZ/OtherExpensesTotalAmt015
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE DEATH BENEFITS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES DEATH BENEFITS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt032215
IRS990EZ/TotalRevenueAmt027006
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0SHEET METAL AIR RAIL AND TRANSPORTATION WORKRERS LOCAL UNION NO 36
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0430337347
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt011579
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)5
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt02319 CHOUTEAU AVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0ST LOUIS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd063103
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTERST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TERMINAL TRANSFER OF NET ASSETS TO RELATED LOCAL UNION. AMOUNT: -11,579.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PARTICIPANT CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,939. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03143712800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL LOCAL 36 FUNERAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0436048441
ReturnHeader/Filer/PhoneNum03143712800
ReturnHeader/Filer/USAddress/AddressLine1Txt02319 CHOUTEAU AVE 100
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER FRANZ
ReturnHeader/ReturnTs02023-11-06T11:24:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REASONS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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