Civic Intelligence

Sheet Metal Workers Local 85 Vacation Fund

990 • Fiscal year 2016 • EIN 58-6083776

Oct 01, 2015 to Sep 30, 2016 • Filed on Jul 05, 2017

Organization ProfileNA

View Organization Page

PO Box 1449Goodlettsville, TN 37070

(615) 859-0131

Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

0.92x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Net Margin

46th percentile

-0.2%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

9.4%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets94th percentile

Assets

Flat

$654,814

Flat from 2016

Net Assets

Flat

$1,598

Flat from 2016

Liabilities

Flat

$653,216

Flat from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin46th percentile

Revenue

Flat

$712,372

Flat from 2016

Expenses

Flat

$713,626

Flat from 2016

Net Income

Flat

-$1,254

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $491,313Liabilities 2012: $491,313Net Assets 2012: $02012Assets 2013: $497,304Liabilities 2013: $494,349Net Assets 2013: $2,9552013Assets 2014: $554,124Liabilities 2014: $552,870Net Assets 2014: $1,2542014Assets 2015: $570,326Liabilities 2015: $567,474Net Assets 2015: $2,8522015Assets 2016: $654,814Liabilities 2016: $653,216Net Assets 2016: $1,5982016Assets 2016: $654,814Liabilities 2016: $653,216Net Assets 2016: $1,5982016Assets 2017: $697,154Liabilities 2017: $695,453Net Assets 2017: $1,7012017Assets 2018: $759,046Liabilities 2018: $757,311Net Assets 2018: $1,7352018Assets 2019: $949,146Liabilities 2019: $946,786Net Assets 2019: $2,3602019Assets 2020: $983,899Liabilities 2020: $983,032Net Assets 2020: $8672020Assets 2021: $1,012,085Liabilities 2021: $1,013,687Net Assets 2021: -$1,6022021Assets 2022: $942,523Liabilities 2022: $854,910Net Assets 2022: $87,6132022Assets 2023: $893,955Liabilities 2023: $822,691Net Assets 2023: $71,2642023Assets 2024: $931,669Liabilities 2024: $864,096Net Assets 2024: $67,5732024

Highlighted filing

2016

Assets$654,814
Liabilities$653,216
Net Assets$1,598
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $1,891Expenses 2012: $1,891Net Income 2012: $02012Expenses 2013: $530,7652013Revenue 2014: $620,696Expenses 2014: $622,397Net Income 2014: -$1,7012014Revenue 2015: $651,159Expenses 2015: $649,561Net Income 2015: $1,5982015Revenue 2016: $712,372Expenses 2016: $713,626Net Income 2016: -$1,2542016Revenue 2016: $712,372Expenses 2016: $713,626Net Income 2016: -$1,2542016Revenue 2017: $1,393Expenses 2017: $1,598Net Income 2017: -$2052017Revenue 2018: $1,294Expenses 2018: $1,260Net Income 2018: $342018Revenue 2019: $1,818Expenses 2019: $1,193Net Income 2019: $6252019Revenue 2020: $842Expenses 2020: $2,335Net Income 2020: -$1,4932020Revenue 2021: $160Expenses 2021: $2,629Net Income 2021: -$2,4692021Revenue 2022: $916,116Expenses 2022: $826,901Net Income 2022: $89,2152022Revenue 2023: $880,027Expenses 2023: $896,376Net Income 2023: -$16,3492023Revenue 2024: $921,436Expenses 2024: $925,127Net Income 2024: -$3,6912024

Highlighted filing

2016

Revenue$712,372
Expenses$713,626
Net Income-$1,254
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jul 5, 2017
Return Version
2015v3.0
Gross Receipts
$712,372
Mission and Program Overview

Mission

To provide a savings account voluntary option fro the membership

The purpose of this organization is to provide an annual benefit to participants. The amount of the benefit is determined by the monies accumulated in each participants account on the benefit payout date plus or minus any interest income or administrative costs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$508,008$584,177▲ $76,169
Accounts Receivable$62,038$70,637▲ $8,599
Prepaid Expenses and Deferred Charges$280--
Total Assets$570,326$654,814▲ $84,488
Liabilities
Other Liabilities$560,901$646,298▲ $85,397
Accounts Payable and Accrued Expenses$6,573$6,918▲ $345
Total Liabilities$567,474$653,216▲ $85,742
Net Assets / Fund Balance
Unrestricted Net Assets$2,852$1,598▼ $1,254
Total Net Assets Fund Balance$2,852$1,598▼ $1,254
Total Liabilities and Net Assets / Fund Balance$570,326$654,814▲ $84,488
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Bud MawyerTrustee
Kieth HarrisTrustee
Randy BeallTrustee
Ronald WhatleyTrustee
Steve LangleyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$711,282
Investment Income
$0
Other Revenue
$1,090
Change in Net Assets
$-1,254

Audited Revenue Reconciliation

Revenue per Audited Statements
$712,372
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$712,372
Total Revenue per Form 990
$712,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,054
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---$712,572
Insurance---$562
Office Expenses---$492
Total Functional Expenses$0$0$0$713,626

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$713,627
Total Expenses per Audited Statements$713,627
Total Expenses per Form 990$713,627
Expenses Not Reported on Financial Statements$0
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
Benefit Liabilities$646,298
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 B, Line 11

“Form 990 is available for review at trustee meeting. A copy is maintained at the fund office for trustee review. From 990 can be emailed or faxed to trustees that cannot review the form by other means.”

Form 990, Part VI, Section B, Line 12C

“Each trustee is required to review the conflict of interest policy and sign the annual conflict of interest statement.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available for review upon request at the fund office.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 85 Vacation Fu
EIN
58-6083776
Phone
6158590131
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070

Signing Officer

Name
Ronald Whatley
Title
Trustee
Phone
7704553802
Signed
2017-07-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Whatley
Formed
1970
Legal Domicile
Ga
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Agh LLC
Address
3500 PIEDMONT RD SUITE 500, ATLANTA, GA 30305
Preparer
K Shannon Clack
Phone
4042335486
Raw XML Appendix281 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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ReturnHeader/PreparerPersonGrp/PhoneNum04042335486
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K SHANNON CLACK
ReturnHeader/ReturnTs02017-07-27T07:46:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$654,814
Liabilities
$653,216
Net assets
$1,598
Revenue
$712,372
Expenses
$713,626
Net income
-$1,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.86$0.07$0.92$0.93$0.00
2023Summary only. Only limited summary data is available for this year.$0.89$0.82$0.07$0.88$0.90$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.85$0.09$0.92$0.83$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$1.01$0.00$0.00$0.00$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.98$0.00$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.95$0.00$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.76$0.00$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.70$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.00$0.71$0.71$0.00
2016Summary only. Only limited summary data is available for this year.$0.65$0.65$0.00$0.71$0.71$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.00$0.65$0.65$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.55$0.00$0.62$0.62$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.49$0.00$0.53
2012Summary only. Only limited summary data is available for this year.$0.49$0.49$0.00$0.00$0.00$0.00