Civic Intelligence

Sheet Metal Workers Local 15

EIN 59-6158477 • 501(c)9 • Goodlettsville, TN

View Organization Page

Profile

PROVIDE MEDICAL BENEFITS

PO Box 1449Goodlettsville, TN 37070-1449
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.09x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

60th percentile

7.8%

Higher net margin than 60% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$1,840,498

Up $240,399 (+15%) from 2023

Liabilities

Up

$256,108

Up $28,622 (+13%) from 2023

Net Assets

Up

$1,584,390

Up $211,777 (+15%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin60th percentile

Revenue

Up

$2,707,496

Up $498,331 (+23%) from 2023

Expenses

Up

$2,495,719

Up $199,022 (+8.7%) from 2023

Net Income

Up

$211,777

Up $299,309 (+342%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,166,814Liabilities 2011: $254,010Net Assets 2011: $6,912,8042011Assets 2012: $6,767,370Liabilities 2012: $330,882Net Assets 2012: $6,436,4882012Assets 2014: $4,757,280Liabilities 2014: $242,084Net Assets 2014: $4,515,1962014Assets 2015: $4,794,091Liabilities 2015: $364,915Net Assets 2015: $4,429,1762015Assets 2016: $4,497,683Liabilities 2016: $387,967Net Assets 2016: $4,109,7162016Assets 2017: $4,534,432Liabilities 2017: $273,266Net Assets 2017: $4,261,1662017Assets 2018: $4,819,833Liabilities 2018: $238,746Net Assets 2018: $4,581,0872018Assets 2019: $4,332,335Liabilities 2019: $618,991Net Assets 2019: $3,713,3442019Assets 2020: $3,019,503Liabilities 2020: $522,016Net Assets 2020: $2,497,4872020Assets 2021: $2,365,863Liabilities 2021: $520,246Net Assets 2021: $1,845,6172021Assets 2022: $1,814,988Liabilities 2022: $354,843Net Assets 2022: $1,460,1452022Assets 2023: $1,600,099Liabilities 2023: $227,486Net Assets 2023: $1,372,6132023Assets 2024: $1,840,498Liabilities 2024: $256,108Net Assets 2024: $1,584,3902024

Highlighted filing

2024

Assets$1,840,498
Liabilities$256,108
Net Assets$1,584,390
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,485,215Expenses 2011: $2,562,314Net Income 2011: -$77,0992011Revenue 2012: $2,380,417Expenses 2012: $2,856,733Net Income 2012: -$476,3162012Revenue 2014: $2,109,976Expenses 2014: $2,647,676Net Income 2014: -$537,7002014Revenue 2015: $2,274,343Expenses 2015: $2,360,363Net Income 2015: -$86,0202015Revenue 2016: $2,126,362Expenses 2016: $2,445,822Net Income 2016: -$319,4602016Revenue 2017: $2,112,917Expenses 2017: $1,961,467Net Income 2017: $151,4502017Revenue 2018: $2,408,287Expenses 2018: $2,088,366Net Income 2018: $319,9212018Revenue 2019: $2,558,293Expenses 2019: $3,426,036Net Income 2019: -$867,7432019Revenue 2020: $2,322,327Expenses 2020: $3,538,184Net Income 2020: -$1,215,8572020Revenue 2021: $2,147,127Expenses 2021: $2,798,997Net Income 2021: -$651,8702021Revenue 2022: $2,254,321Expenses 2022: $2,639,793Net Income 2022: -$385,4722022Revenue 2023: $2,209,165Expenses 2023: $2,296,697Net Income 2023: -$87,5322023Revenue 2024: $2,707,496Expenses 2024: $2,495,719Net Income 2024: $211,7772024

Highlighted filing

2024

Revenue$2,707,496
Expenses$2,495,719
Net Income$211,777
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,840,498
Liabilities
$256,108
Net assets
$1,584,390
Revenue
$2,707,496
Expenses
$2,495,719
Net income
$211,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.26$1.58$2.71$2.50$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.23$1.37$2.21$2.30$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.35$1.46$2.25$2.64$0.39
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.52$1.85$2.15$2.80$0.65
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.52$2.50$2.32$3.54$1.22
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.62$3.71$2.56$3.43$0.87
2018Detailed filing. Detailed filing data is available for this year.$4.82$0.24$4.58$2.41$2.09$0.32
2017Detailed filing. Detailed filing data is available for this year.$4.53$0.27$4.26$2.11$1.96$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.50$0.39$4.11$2.13$2.45$0.32
2015Summary only. Only limited summary data is available for this year.$4.79$0.36$4.43$2.27$2.36$0.09
2014Summary only. Only limited summary data is available for this year.$4.76$0.24$4.52$2.11$2.65$0.54
2012Summary only. Only limited summary data is available for this year.$6.77$0.33$6.44$2.38$2.86$0.48
2011Summary only. Only limited summary data is available for this year.$7.17$0.25$6.91$2.49$2.56$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Gross Receipts
$2,707,496
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,029,753$1,070,849▲ $41,096
Cash and Non-Interest-Bearing Accounts$360,537$542,901▲ $182,364
Accounts Receivable$209,809$226,748▲ $16,939
Total Assets$1,600,099$1,840,498▲ $240,399
Liabilities
Other Liabilities$225,000$225,000→ $0
Accounts Payable and Accrued Expenses$2,486$31,108▲ $28,622
Total Liabilities$227,486$256,108▲ $28,622
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,372,613$1,584,390▲ $211,777
Total Net Assets Fund Balance$1,372,613$1,584,390▲ $211,777
Total Liabilities and Net Assets / Fund Balance$1,600,099$1,840,498▲ $240,399
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Brian a MccordTrustee
Christina LewisTrustee
Daniel LapinTrustee
Mary SinclairTrustee
PATRICK O'LEARYTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,666,400
Investment Income
$41,096
Other Revenue
$0
Change in Net Assets
$211,777

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,707,496
Total Revenue per Audited Statements
$2,707,496
Total Revenue per Form 990
$2,707,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$470,863
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$2,024,856--$2,024,856
Insurance$206,628$6,104-$212,732
Fees for Services Management$59,100$59,100-$118,200
Fees for Services Accounting$8,750$8,750-$17,500
Office Expenses$14,412--$14,412
Conferences and Meetings$9,510--$9,510
Fees for Services Other$4,631$4,632-$9,263
Fees for Services Legal$2,402$2,402-$4,804
All Other Expenses$3,527--$3,527
Other Expenses$1,666--$1,666
Total Functional Expenses$2,414,731$80,988$0$2,495,719

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,495,719
Total Expenses per Audited Statements$2,495,719
Total Expenses per Form 990$2,495,719
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
Claims Incurred But Not Reported$225,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Daniel lapin lapin sheet metal company, inc. Orlando, fl 32839 brian a. Mccord sheet metal workers local no. 15 tampa, fl 33610 christina lewis mcdonald air & sheet metal, inc. Orlando, fl 32808”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 15
EIN
59-6158477
Phone
6158590131
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070-1449

Signing Officer

Name
Mary Sinclair
Title
Trustee
Phone
6158590131
Signed
2025-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Sinclair
Formed
1965
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Gramling & Haya CPA Pa
Address
PO BOX 89699, TAMPA, FL 33689-0411
Preparer
Daniel Haya
Phone
8139889171
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The fund provides major medical, hospital, surgical dental, death and other benefits for eligible participants and their dependents”

Raw XML Appendix309 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DANIEL LAPIN LAPIN SHEET METAL COMPANY, INC. ORLANDO, FL 32839 BRIAN A. MCCORD SHEET METAL WORKERS LOCAL NO. 15 TAMPA, FL 33610 CHRISTINA LEWIS MCDONALD AIR & SHEET METAL, INC. ORLANDO, FL 32808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080988
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02414731
IRS990/TotalFunctionalExpensesGrp/TotalAmt02495719
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0256108
IRS990/TotalLiabilitiesGrp/BOYAmt0227486
IRS990/TotalLiabilitiesGrp/EOYAmt0256108
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01372613
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01584390
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt04408
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt04408
IRS990/TotalProgramServiceRevenueAmt02666400
IRS990/TotalRevenueGrp/ExclusionAmt041096
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02666400
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02707496
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01600099
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0CASVANTAGE DRAFTING SERVICES INC
IRS990/USAddress/AddressLine2Txt02210 1ST AVENUE SOUTH
IRS990/USAddress/CityNm0ST PETERSBURG
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IRS990/USAddress/ZIPCd033712
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY SINCLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 15
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0596158477
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591891796
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAMLING & HAYA CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 89699
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0336890411
ReturnHeader/PreparerPersonGrp/PhoneNum08139889171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL HAYA
ReturnHeader/ReturnTs02025-06-10T18:00:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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