Civic Intelligence

Sheet Metal Workers Accidental Death and Dismemberment Plan

990 • Fiscal year 2019 • EIN 52-1343750

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileN/A
8403 Arlington Blvd No 310Fairfax, VA 22031

(703) 739-7000

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

99th percentile

$528,162

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 84.8% of source-year revenue.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

109%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Flat

$9,606,647

Flat from 2019

Net Assets

Flat

$9,600,586

Flat from 2019

Liabilities

Flat

$6,061

Flat from 2019

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin90th percentile

Revenue

Flat

$622,510

Flat from 2019

Expenses

Flat

$281,443

Flat from 2019

Net Income

Flat

$341,067

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,563,332Liabilities 2011: $63,918Net Assets 2011: $9,499,4142011Assets 2012: $9,857,560Liabilities 2012: $22,697Net Assets 2012: $9,834,8632012Assets 2013: $9,330,784Liabilities 2013: $21,131Net Assets 2013: $9,309,6532013Assets 2014: $8,863,492Liabilities 2014: $19,625Net Assets 2014: $8,843,8672014Assets 2015: $8,451,816Liabilities 2015: $16,708Net Assets 2015: $8,435,1082015Assets 2016: $8,582,079Liabilities 2016: $8,328Net Assets 2016: $8,573,7512016Assets 2017: $8,829,072Liabilities 2017: $8,909Net Assets 2017: $8,820,1632017Assets 2018: $8,457,068Liabilities 2018: $42,460Net Assets 2018: $8,414,6082018Assets 2019: $9,606,647Liabilities 2019: $6,061Net Assets 2019: $9,600,5862019Assets 2019: $9,606,647Liabilities 2019: $6,061Net Assets 2019: $9,600,5862019Assets 2020: $10,558,579Liabilities 2020: $2,294Net Assets 2020: $10,556,2852020Assets 2021: $11,137,096Liabilities 2021: $14,812Net Assets 2021: $11,122,2842021Assets 2022: $9,478,848Liabilities 2022: $1,018Net Assets 2022: $9,477,8302022Assets 2023: $10,343,561Liabilities 2023: $5,069Net Assets 2023: $10,338,4922023Assets 2024: $11,581,945Liabilities 2024: $5,280Net Assets 2024: $11,576,6652024

Highlighted filing

2019

Assets$9,606,647
Liabilities$6,061
Net Assets$9,600,586
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $853,895Expenses 2011: $282,441Net Income 2011: $571,4542011Revenue 2012: $780,813Expenses 2012: $296,728Net Income 2012: $484,0852012Revenue 2013: $79,744Expenses 2013: $279,505Net Income 2013: -$199,7612013Revenue 2014: $453,397Expenses 2014: $247,254Net Income 2014: $206,1432014Revenue 2015: -$52,043Expenses 2015: $291,941Net Income 2015: -$343,9842015Revenue 2016: $106,980Expenses 2016: $209,712Net Income 2016: -$102,7322016Revenue 2017: $131,196Expenses 2017: $342,474Net Income 2017: -$211,2782017Revenue 2018: $297,605Expenses 2018: $287,451Net Income 2018: $10,1542018Revenue 2019: $622,510Expenses 2019: $281,443Net Income 2019: $341,0672019Revenue 2019: $622,510Expenses 2019: $281,443Net Income 2019: $341,0672019Revenue 2020: $341,830Expenses 2020: $226,344Net Income 2020: $115,4862020Revenue 2021: $1,147,767Expenses 2021: $258,341Net Income 2021: $889,4262021Revenue 2022: $359,802Expenses 2022: $233,597Net Income 2022: $126,2052022Revenue 2023: $242,036Expenses 2023: $282,879Net Income 2023: -$40,8432023Revenue 2024: $965,160Expenses 2024: $260,887Net Income 2024: $704,2732024

Highlighted filing

2019

Revenue$622,510
Expenses$281,443
Net Income$341,067
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$9,352,324
Mission and Program Overview

Mission

Provide benefits to eligible members of international association of sheet metal, air, rail and transportation workers.

Provide benefits to eligible members of sheet metal workers' int'l assoc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,316,529$9,422,750▲ $2,106,221
Investments Other Securities$1,060,549--
Savings and Temporary Cash Investments$79,651$183,558▲ $103,907
Prepaid Expenses and Deferred Charges$339$339→ $0
Total Assets$8,457,068$9,606,647▲ $1,149,579
Liabilities
Other Liabilities$38,529$3,345▼ $35,184
Accounts Payable and Accrued Expenses$3,931$2,716▼ $1,215
Total Liabilities$42,460$6,061▼ $36,399
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,414,608$9,600,586▲ $1,185,978
Total Net Assets Fund Balance$8,414,608$9,600,586▲ $1,185,978
Total Liabilities and Net Assets / Fund Balance$8,457,068$9,606,647▲ $1,149,579
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Joseph Powell Beginning 10119Trustee
Joseph Sellers JrTrustee
Richard Mcclees Through 93019Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$400,000
Program Service Revenue
$0
Investment Income
$222,510
Other Revenue
$0
Change in Net Assets
$341,067

Audited Revenue Reconciliation

Revenue per Audited Statements
$611,549
Revenue Not Reported on Financial Statements
$10,961
Revenue Not Reported on Form 990
$844,911
Total Revenue per Audited Statements
$1,456,460
Total Revenue per Form 990
$622,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,443
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
Benefits to Members---$195,000
Fees for Services Other---$50,759
Fees for Services Accounting---$13,450
Fees for Service Investment Mgmnt Fees---$10,961
Insurance---$4,070
Fees for Services Legal---$3,776
Office Expenses---$3,389
Conferences and Meetings---$38
Total Functional Expenses$0$0$0$281,443

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$281,443
Expenses per Audited Statements$270,482
Total Expenses per Audited Statements$270,482
Expenses Not Reported on Financial Statements$10,961
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Organizations$3,345
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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, Part VI, Section B, Line 11B

“The form is reviewed prior to signature and filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Accidental
EIN
52-1343750
Phone
7037397000
Address
8403 ARLINGTON BLVD NO 310, FAIRFAX, VA 22031

Signing Officer

Name
Joseph Sellers Jr
Title
Trustee
Phone
2027835880
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Sellers Jr
Formed
1985
Legal Domicile
Dc
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative services 50,759.”

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting standards provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The plan performed an evaluation of uncertain tax positions for the years ended december 31, 2019 and 2018, and determined that there were no matters that would require recognition in the financial statements. As of december 31, 2019, the statue of limitations for the tax years 2015 through 2017 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the plan file returns.”

Raw XML Appendix381 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03931
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02716
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO ELIGIBLE MEMBERS OF SHEET METAL WORKERS' INT'L ASSOC.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0195000
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07037397000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08403 ARLINGTON BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0FAIRFAX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022031
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt038
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0195000
IRS990/CYContributionsGrantsAmt0400000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0222510
IRS990/CYOtherExpensesAmt086443
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0341067
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0281443
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0622510
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE BENEFITS FOR ACCIDENTAL DEATH OR DISMEMBERMENT TO ELIGIBLE MEMBERS OF THE INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt013450
IRS990/FeesForServicesLegalGrp/TotalAmt03776
IRS990/FeesForServicesOtherGrp/TotalAmt050759
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010961
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt049320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt139282
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt245514
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH SELLERS JR
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD MCCLEES THROUGH 93019
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH POWELL BEGINNING 10119
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0478842
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1313763
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2292256
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-5133
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08724681
IRS990/GrossReceiptsAmt09352324
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt04070
IRS990/InvestmentIncomeGrp/ExclusionAmt0227643
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0227643
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01060549
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07316529
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09422750
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08729814
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE BENEFITS TO ELIGIBLE MEMBERS OF INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08414608
IRS990/NetAssetsOrFundBalancesEOYAmt09600586
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-5133
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5133
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0844911
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08414608
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09600586
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03389
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt038529
IRS990/OtherLiabilitiesGrp/EOYAmt03345
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0339
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0339
IRS990/PrincipalOfficerNm0JOSEPH SELLERS JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0195000
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0297605
IRS990/PYOtherExpensesAmt092451
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010154
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0287451
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0297605
IRS990/ReconcilationRevenueExpnssAmt0341067
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0400000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079651
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0183558
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010961
IRS990ScheduleD/ExpensesSubtotalAmt0270482
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010961
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010961
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0844911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03345
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED ORGANIZATIONS
IRS990ScheduleD/RevenueNotReportedAmt0844911
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010961
IRS990ScheduleD/RevenueSubtotalAmt0611549
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2019, THE STATUE OF LIMITATIONS FOR THE TAX YEARS 2015 THROUGH 2017 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILE RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0281443
IRS990ScheduleD/TotalLiabilityAmt03345
IRS990ScheduleD/TotalRevenuePerForm990Amt0622510
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01456460
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0270482
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0359831
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1229393
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2232990
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt024996
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt117532
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt221190
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024324
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt224324
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0119011
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt184370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt259266
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH SELLERS JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1RICHARD MCCLEES THROUGH 93019
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JOSEPH POWELL BEGINNING 10119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0528162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1353045
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2337770
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM IS REVIEWED PRIOR TO SIGNATURE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE SERVICES 50,759.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL AND TRANSPORTATION WORKER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0464039786
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01750 NEW YORK AVENUE NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08457068
IRS990/TotalAssetsEOYAmt09606647
IRS990/TotalAssetsGrp/BOYAmt08457068
IRS990/TotalAssetsGrp/EOYAmt09606647
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0400000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0281443
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042460
IRS990/TotalLiabilitiesEOYAmt06061
IRS990/TotalLiabilitiesGrp/BOYAmt042460
IRS990/TotalLiabilitiesGrp/EOYAmt06061
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08414608
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09600586
IRS990/TotalOtherCompensationAmt0134116
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0222510
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0622510
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08457068
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09606647
IRS990/TotReportableCompRltdOrgAmt01084861
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01750 NEW YORK AVE NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020006
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH SELLERS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02027835880
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS ACCIDENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEATH AND DISMEMBERMENT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0521343750
ReturnHeader/Filer/PhoneNum07037397000
ReturnHeader/Filer/USAddress/AddressLine1Txt08403 ARLINGTON BLVD NO 310
ReturnHeader/Filer/USAddress/CityNm0FAIRFAX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022031
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0503212571B492C6734ECC8D7D4B0C3065084245C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053FA1E79E36A59B57C2B3CB543D5F217EA90FE92
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:09:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02020-11-12T16:10:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
$9,606,647
Liabilities
$6,061
Net assets
$9,600,586
Revenue
$622,510
Expenses
$281,443
Net income
$341,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.01$11.6$0.97$0.26$0.70
2023Summary only. Only limited summary data is available for this year.$10.3$0.01$10.3$0.24$0.28$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.48$0.00$9.48$0.36$0.23$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.01$11.1$1.15$0.26$0.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$0.34$0.23$0.12
2019Detailed filing. Detailed filing data is available for this year.$9.61$0.01$9.60$0.62$0.28$0.34
2019Summary only. Only limited summary data is available for this year.$9.61$0.01$9.60$0.62$0.28$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.46$0.04$8.41$0.30$0.29$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.83$0.01$8.82$0.13$0.34$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.01$8.57$0.11$0.21$0.10
2015Detailed filing. Detailed filing data is available for this year.$8.45$0.02$8.44$0.05$0.29$0.34
2014Detailed filing. Detailed filing data is available for this year.$8.86$0.02$8.84$0.45$0.25$0.21
2013Detailed filing. Detailed filing data is available for this year.$9.33$0.02$9.31$0.08$0.28$0.20
2012Summary only. Only limited summary data is available for this year.$9.86$0.02$9.83$0.78$0.30$0.48
2011Summary only. Only limited summary data is available for this year.$9.56$0.06$9.50$0.85$0.28$0.57