Civic Intelligence

Sheet Metal Workers Local 85 Vacation Fund

990 • Fiscal year 2017 • EIN 58-6083776

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 13, 2018

Organization ProfileNA

View Organization Page

P O 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

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

100th percentile

499.25x

Higher debt load relative to revenue than 100% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Asset Growth

58th percentile

6.5%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$697,154

Up $42,340 (+6.5%) from 2016

Net Assets

Up

$1,701

Up $103 (+6.4%) from 2016

Liabilities

Up

$695,453

Up $42,237 (+6.5%) from 2016

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin19th percentile

Revenue

Down

$1,393

Down $710,979 (-100%) from 2016

Expenses

Down

$1,598

Down $712,028 (-100%) from 2016

Net Income

Up

-$205

Up $1,049 (+84%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th 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 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

2017

Assets$697,154
Liabilities$695,453
Net Assets$1,701
Open 2017 Filing

Operations Trend

Revenue Growth1st 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 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

2017

Revenue$1,393
Expenses$1,598
Net Income-$205
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 13, 2018
Return Version
2016v3.0
Gross Receipts
$1,393
Mission and Program Overview

Mission

To provide a savings account voluntary option fro the membership

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$584,178$633,669▲ $49,491
Accounts Receivable$70,637$62,930▼ $7,707
Rtn Earn Endowment Incm Other Fnds$1,906$1,701▼ $205
Prepaid Expenses and Deferred Charges$307$555▲ $248
Total Assets$655,122$697,154▲ $42,032
Liabilities
Other Liabilities$646,298$688,867▲ $42,569
Accounts Payable and Accrued Expenses$6,918$6,586▼ $332
Total Liabilities$653,216$695,453▲ $42,237
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,906$1,701▼ $205
Total Liabilities and Net Assets / Fund Balance$655,122$697,154▲ $42,032
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,393
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-205

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,393
Total Revenue per Audited Statements
$1,393
Total Revenue per Form 990
$1,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,598
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
Office Expenses-$845-$845
Insurance-$753-$753
Total Functional Expenses$0$1,598$0$1,598

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,598
Total Expenses per Audited Statements$1,598
Total Expenses per Form 990$1,598
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
Federal income taxes$688,867
Employees Vacation Witholding Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 12

“Board of trustees meet quarterly at that time review all policies in force there strick adherence to them”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 85 Vacation Fund
EIN
58-6083776
Phone
6158590131
Address
P O BOX 1449, Goodlettsville, TN 37070

Signing Officer

Name
Ronald Whatley
Title
Trustee
Phone
6158590131
Signed
2018-07-13
Discuss with paid preparer
No

Organization Details

Formed
1968
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Dennis G Jenkins Cpallc
Address
1690 STONE VILLAGE LN, KENNESAW, GA 30152
Preparer
Dennis G Jenkinscpa
Phone
7704245755
Raw XML Appendix312 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/FilingSecurityInformation/IPTm015:01:14
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01690 STONE VILLAGE LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030152
ReturnHeader/PreparerPersonGrp/PhoneNum07704245755
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS G JENKINSCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-13T11:41:45-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$697,154
Liabilities
$695,453
Net assets
$1,701
Revenue
$1,393
Expenses
$1,598
Net income
-$205
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
2017Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.00$0.00$0.00$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