Civic Intelligence

Sheet Metal Workers Local 85 Vacation Fund

990 • Fiscal year 2019 • EIN 58-6083776

Oct 01, 2018 to Sep 30, 2019 • Filed on Apr 10, 2020

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

97th percentile

1.00x

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

2019 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

520.78x

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

2019 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2019

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2019

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

40%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$949,146

Up $190,100 (+25%) from 2018

Net Assets

Up

$2,360

Up $625 (+36%) from 2018

Liabilities

Up

$946,786

Up $189,475 (+25%) from 2018

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin82nd percentile

Revenue

Up

$1,818

Up $524 (+40%) from 2018

Expenses

Down

$1,193

Down $67 (-5.3%) from 2018

Net Income

Up

$625

Up $591 (+1738%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2019

Assets$949,146
Liabilities$946,786
Net Assets$2,360
Open 2019 Filing

Operations Trend

Revenue Growth89th 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

2019

Revenue$1,818
Expenses$1,193
Net Income$625
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Apr 10, 2020
Return Version
2018v3.3
Gross Receipts
$1,818
Mission and Program Overview

Mission

To provide a savings account voluntary option fro the membership

To provide savings account voluntary option for the participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$686,776$867,157▲ $180,381
Accounts Receivable$71,955$81,890▲ $9,935
Rtn Earn Endowment Incm Other Fnds$1,735$2,360▲ $625
Prepaid Expenses and Deferred Charges$315$99▼ $216
Total Assets$759,046$949,146▲ $190,100
Liabilities
Other Liabilities$750,316$940,377▲ $190,061
Accounts Payable and Accrued Expenses$6,995$6,409▼ $586
Total Liabilities$757,311$946,786▲ $189,475
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,735$2,360▲ $625
Total Liabilities and Net Assets / Fund Balance$759,046$949,146▲ $190,100
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,818
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$625

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,818
Total Revenue per Audited Statements
$1,818
Total Revenue per Form 990
$1,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,193
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-$694-$694
Insurance-$499-$499
Total Functional Expenses$0$1,193$0$1,193

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,193
Total Expenses per Audited Statements$1,193
Total Expenses per Form 990$1,193
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$940,377
Particpants Vacation Acoounts Payable-
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
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”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers 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
2020-04-10
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 Jenkinscpallc
Address
1690 STONE VILLAGE LN, KENNESAW, GA 30152
Preparer
Dennis G Jenkinscpa
Phone
7704245755
Raw XML Appendix314 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/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01690 STONE VILLAGE LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030152
ReturnHeader/PreparerPersonGrp/PhoneNum07704245755
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS G JENKINSCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-10T11:39:18-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$949,146
Liabilities
$946,786
Net assets
$2,360
Revenue
$1,818
Expenses
$1,193
Net income
$625
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
2019Detailed filing. Detailed filing data is available for this year.$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
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