Civic Intelligence

Sheet Metal Local 36 Funeral Trust Fund

990EZ • Fiscal year 2016 • EIN 43-6048441

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
2319 Chouteau Ave100St Louis, MO 63103-3010

(314) 371-2800

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

28th percentile

-19%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

14th percentile

-68%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-59%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,430

Down $5,189 (-68%) from 2015

Net Assets

Down

$2,430

Down $4,189 (-63%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$22,242

Down $32,213 (-59%) from 2015

Expenses

Down

$26,431

Down $24,247 (-48%) from 2015

Net Income

Down

-$4,189

Down $7,966 (-211%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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

2016

Assets$2,430
Liabilities-
Net Assets$2,430
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$22,242
Expenses$26,431
Net Income-$4,189
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$22,242
Mission and Program Overview

Mission

PROVIDE DEATH BENEFITS.

Program Services

DescriptionGrantsExpenses
PROVIDED DEATH BENEFITS TO 18 MEMBERS.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ZIMMERMANNTrustee-$0--
DENNIS WESTRAYTrustee-$0--
KIRK EIDELTrustee-$0--
STEVE QUINNTrustee-$0--
ALICIA WALLACETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Local 36 Funeral Trust
EIN
43-6048441
Phone
3143712800
Address
2319 CHOUTEAU AVE100, ST LOUIS, MO 63103-3010

Signing Officer

Name
David Zimmermann
Title
Trustee
Phone
3143712800
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Conner Ash Pc
Address
12101 WOODCREST EXECUTIVE DR STE 30, ST LOUIS, MO 63141
Preparer
RICHARD A D'ANGELO CPA CGMA
Phone
3142052510
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 26

“Due to related organization 1,000 0”

Raw XML Appendix100 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt026375
IRS990EZ/BooksInCareOfDetail/PersonNm0TAXPAYER
IRS990EZ/BooksInCareOfDetail/PhoneNum03143712800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02319 CHOUTEAU AVE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07619
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02430
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4189
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07619
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02430
IRS990EZ/GrossReceiptsAmt022242
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022241
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06619
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02430
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06619
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02430
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID ZIMMERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS WESTRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIRK EIDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE QUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALICIA WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE DEATH BENEFITS.
IRS990EZ/PrintingPublicationsPostageAmt056
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED DEATH BENEFITS TO 18 MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026431
IRS990EZ/TotalRevenueAmt022242
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUE TO RELATED ORGANIZATION 1,000 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ZIMMERMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03143712800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL LOCAL 36 FUNERAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0436048441
ReturnHeader/Filer/PhoneNum03143712800
ReturnHeader/Filer/USAddress/AddressLine1Txt02319 CHOUTEAU AVE100
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0631033010
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB75A9FCAC19EF91E82C264F39DE928E1AA5EB6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB75A9FCAC19EF91E82C264F39DE928E1AA5EB6E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431012822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONNER ASH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012101 WOODCREST EXECUTIVE DR STE 30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03142052510
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A D'ANGELO CPA CGMA
ReturnHeader/ReturnTs02017-11-15T15:13:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,430
Liabilities
-
Net assets
$2,430
Revenue
$22,242
Expenses
$26,431
Net income
-$4,189
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