Civic Intelligence

Sheet Metal Workers 435 Jat Fund

990 • Fiscal year 2014 • EIN 59-6491664

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization ProfileNA
PO Box 1449Goodlettsville, TN 37070-1449

(615) 859-0131

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.03x

Higher debt load relative to revenue than 51% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Net Margin

87th percentile

22%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$74,702

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Asset Growth

44th percentile

2.3%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Revenue Growth

21st percentile

-4.0%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,051,817

Up $45,886 (+4.6%) from 2012

Net Assets

Up

$1,043,189

Up $42,868 (+4.3%) from 2012

Liabilities

Up

$8,628

Up $3,018 (+54%) from 2012

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin87th percentile

Revenue

Down

$288,648

Down $24,835 (-7.9%) from 2012

Expenses

Down

$225,002

Down $156,414 (-41%) from 2012

Net Income

Up

$63,646

Up $131,579 (+194%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,133,393Liabilities 2011: $65,139Net Assets 2011: $1,068,2542011Assets 2012: $1,005,931Liabilities 2012: $5,610Net Assets 2012: $1,000,3212012Assets 2014: $1,051,817Liabilities 2014: $8,628Net Assets 2014: $1,043,1892014Assets 2015: $1,061,585Liabilities 2015: $8,686Net Assets 2015: $1,052,8992015Assets 2016: $1,141,102Liabilities 2016: $4,346Net Assets 2016: $1,136,7562016Assets 2017: $1,233,579Liabilities 2017: $5,469Net Assets 2017: $1,228,1102017Assets 2018: $1,298,740Liabilities 2018: $5,469Net Assets 2018: $1,293,2712018Assets 2019: $1,324,874Liabilities 2019: $0Net Assets 2019: $1,324,8742019Assets 2020: $1,325,296Liabilities 2020: $0Net Assets 2020: $1,325,2962020Assets 2021: $1,299,222Liabilities 2021: $0Net Assets 2021: $1,299,2222021Assets 2022: $1,315,092Liabilities 2022: $3,966Net Assets 2022: $1,311,1262022Assets 2023: $1,229,384Liabilities 2023: $4,100Net Assets 2023: $1,225,2842023Assets 2024: $1,201,864Liabilities 2024: $3,295Net Assets 2024: $1,198,5692024

Highlighted filing

2014

Assets$1,051,817
Liabilities$8,628
Net Assets$1,043,189
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $355,882Expenses 2011: $372,485Net Income 2011: -$16,6032011Revenue 2012: $313,483Expenses 2012: $381,416Net Income 2012: -$67,9332012Revenue 2014: $288,648Expenses 2014: $225,002Net Income 2014: $63,6462014Revenue 2015: $246,838Expenses 2015: $237,128Net Income 2015: $9,7102015Revenue 2016: $311,899Expenses 2016: $230,494Net Income 2016: $81,4052016Revenue 2017: $328,991Expenses 2017: $237,637Net Income 2017: $91,3542017Revenue 2018: $348,621Expenses 2018: $283,460Net Income 2018: $65,1612018Revenue 2019: $372,346Expenses 2019: $340,743Net Income 2019: $31,6032019Revenue 2020: $335,436Expenses 2020: $360,813Net Income 2020: -$25,3772020Revenue 2021: $429,546Expenses 2021: $455,620Net Income 2021: -$26,0742021Revenue 2022: $422,402Expenses 2022: $409,137Net Income 2022: $13,2652022Revenue 2023: $363,973Expenses 2023: $449,815Net Income 2023: -$85,8422023Revenue 2024: $354,089Expenses 2024: $380,804Net Income 2024: -$26,7152024

Highlighted filing

2014

Revenue$288,648
Expenses$225,002
Net Income$63,646
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$288,648
Mission and Program Overview

Mission

The organization provides training and education to apprentices in the sheet metal trade

The fund provides training and educational facilities to apprentice members of the sheet metal workers no. 435 local union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$979,543$1,043,189▲ $63,646
Land, Buildings, and Equipment, Net$652,812$720,282▲ $67,470
Savings and Temporary Cash Investments$314,765$304,070▼ $10,695
Accounts Receivable$15,710$26,545▲ $10,835
Cash and Non-Interest-Bearing Accounts$734$920▲ $186
Total Assets$984,021$1,051,817▲ $67,796
Liabilities
Accounts Payable and Accrued Expenses$4,478$8,628▲ $4,150
Total Liabilities$4,478$8,628▲ $4,150
Net Assets / Fund Balance
Total Net Assets Fund Balance$979,543$1,043,189▲ $63,646
Total Liabilities and Net Assets / Fund Balance$984,021$1,051,817▲ $67,796

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$389,265$106,449$495,714
Buildings$326,762$152,459$479,221
Equipment$4,255$107,806$112,061
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George RichardsonCoordinatorFT$56,202$18,500$74,702

Board Members and Trustees

NameTitle
George FerberTrustee
James HuntTrustee
John ParkerTrustee
Ray BurnsedTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$216,786
Program Service Revenue
$68,000
Investment Income
$3,862
Other Revenue
$0
All Other Contributions
$1,266
Change in Net Assets
$63,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,235
Salaries, Compensation, and Employee Benefits$91,767
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$56,202--$56,202
Other Employee Benefits-$28,655-$28,655
Depreciation Depletion-$27,674-$27,674
Insurance-$13,779-$13,779
Payroll Taxes-$6,910-$6,910
Fees for Services Accounting-$5,110-$5,110
Other Expenses$80,805$2,227-$2,227
Office Expenses-$422-$422
Advertising-$250-$250
Fees for Services Legal-$34-$34
Total Functional Expenses$137,007$87,995$0$225,002
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 11B

“No review was conducted prior to filing”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers 435 Jat Fund
EIN
59-6491664
Phone
6158590131
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070-1449

Signing Officer

Name
Lance Fout
Title
Secretary
Signed
2015-05-11
Discuss with paid preparer
No

Organization Details

Principal Officer
John Parker
Formed
1970
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
6

Preparer

Firm
McMURRY SMITH and CO PA
Address
5300-1 EMERSON STREET, JACKSONVILLE, FL 32207
Preparer
Don W Smith
Phone
9043982103
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0288648
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03862
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0984021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01051817
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01435 NALDO AVENUE
IRS990/USAddress/CityNm0JACKSONVILLE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032207
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LANCE FOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS 435 JAT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0596491664
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370701449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McMURRY SMITH and CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05300-1 EMERSON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032207
ReturnHeader/PreparerPersonGrp/PhoneNum09043982103
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DON W SMITH
ReturnHeader/ReturnTs02015-05-11T11:32:31-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,051,817
Liabilities
$8,628
Net assets
$1,043,189
Revenue
$288,648
Expenses
$225,002
Net income
$63,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.35$0.38$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.36$0.45$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.31$0.42$0.41$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.43$0.46$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.34$0.36$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.37$0.34$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.01$1.29$0.35$0.28$0.07
2017Summary only. Only limited summary data is available for this year.$1.23$0.01$1.23$0.33$0.24$0.09
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.31$0.23$0.08
2015Summary only. Only limited summary data is available for this year.$1.06$0.01$1.05$0.25$0.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.29$0.23$0.06
2012Summary only. Only limited summary data is available for this year.$1.01$0.01$1.00$0.31$0.38$0.07
2011Summary only. Only limited summary data is available for this year.$1.13$0.07$1.07$0.36$0.37$0.02