Civic Intelligence

Sheet Metal Workers Local 85 Vacation Fund

990 • Fiscal year 2020 • EIN 58-6083776

Oct 01, 2019 to Sep 30, 2020 • Filed on Jun 15, 2021

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.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

100th percentile

1167.50x

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

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Net Margin

6th percentile

-177%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Asset Growth

48th percentile

3.7%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-54%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$983,899

Up $34,753 (+3.7%) from 2019

Net Assets

Down

$867

Down $1,493 (-63%) from 2019

Liabilities

Up

$983,032

Up $36,246 (+3.8%) from 2019

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin6th percentile

Revenue

Down

$842

Down $976 (-54%) from 2019

Expenses

Up

$2,335

Up $1,142 (+96%) from 2019

Net Income

Down

-$1,493

Down $2,118 (-339%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$983,899
Liabilities$983,032
Net Assets$867
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$842
Expenses$2,335
Net Income-$1,493
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jun 15, 2021
Return Version
2019v5.1
Gross Receipts
$842
Mission and Program Overview

Mission

To provide a savings account voluntary option fro the membership

To provide savings account voluntary open for the participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$867,157$908,384▲ $41,227
Accounts Receivable$81,890$75,076▼ $6,814
Rtn Earn Endowment Incm Other Fnds$2,360$867▼ $1,493
Prepaid Expenses and Deferred Charges$99$439▲ $340
Total Assets$949,146$983,899▲ $34,753
Liabilities
Other Liabilities$940,377$976,225▲ $35,848
Accounts Payable and Accrued Expenses$6,409$6,807▲ $398
Total Liabilities$946,786$983,032▲ $36,246
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,360$867▼ $1,493
Total Liabilities and Net Assets / Fund Balance$949,146$983,899▲ $34,753
Compensation and Service Providers
Top Officer Pay57th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$842
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$842
Total Revenue per Audited Statements
$842
Total Revenue per Form 990
$842
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,335
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-$1,968-$1,968
Insurance-$367-$367
Total Functional Expenses$0$2,335$0$2,335

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,335
Total Expenses per Audited Statements$2,335
Total Expenses per Form 990$2,335
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$976,225
Employees Vacation Blance 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 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
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 their strict adherence to them”

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
2021-06-15
Discuss with paid preparer
No

Organization Details

Formed
1968
Legal Domicile
Ga
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Dennis G Jenkins Cpallc
Address
1690 STONE VILLAGE LN, KENNESAW, GA 30152
Preparer
Dennis G Jenkins Cpallc
Phone
7704245766
Raw XML Appendix300 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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02021-06-15T11:19:40-00:00
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ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$983,899
Liabilities
$983,032
Net assets
$867
Revenue
$842
Expenses
$2,335
Net income
-$1,493
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
2020Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)9 • $500k-$1M nonprofits