Civic Intelligence

Smart Lu 555

990 • Fiscal year 2022 • EIN 62-1569745

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 04, 2023

Organization ProfileN/A
P O Box 26077Knoxville, TN 37912

(423) 737-7962

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

94th percentile

$60,032

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

9.0%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$142,721

Up $586 (+0.4%) from 2021

Net Assets

Up

$142,721

Up $1,526 (+1.1%) from 2021

Liabilities

Down

$0

Down $940 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin63rd percentile

Revenue

Up

$299,704

Up $24,627 (+9.0%) from 2021

Expenses

Down

$273,222

Down $11,365 (-4.0%) from 2021

Net Income

Up

$26,482

Up $35,992 (+378%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2011: $18,610Liabilities 2011: $0Net Assets 2011: $18,6102011Assets 2012: $37,857Liabilities 2012: $0Net Assets 2012: $37,8572012Assets 2014: $162,925Liabilities 2014: $1,634Net Assets 2014: $161,2912014Assets 2015: $173,327Liabilities 2015: $1,773Net Assets 2015: $171,5542015Assets 2016: $210,493Liabilities 2016: $39,563Net Assets 2016: $170,9302016Assets 2017: $201,173Liabilities 2017: $34,238Net Assets 2017: $166,9352017Assets 2018: $191,081Liabilities 2018: $25,737Net Assets 2018: $165,3442018Assets 2019: $167,640Liabilities 2019: $19,388Net Assets 2019: $148,2522019Assets 2020: $169,600Liabilities 2020: $12,805Net Assets 2020: $156,7952020Assets 2021: $142,135Liabilities 2021: $940Net Assets 2021: $141,1952021Assets 2022: $142,721Liabilities 2022: $0Net Assets 2022: $142,7212022Assets 2023: $136,529Liabilities 2023: $304Net Assets 2023: $136,2252023Assets 2024: $131,211Liabilities 2024: $0Net Assets 2024: $131,2112024Assets 2025: $145,019Liabilities 2025: $1,579Net Assets 2025: $143,4402025

Highlighted filing

2022

Assets$142,721
Liabilities$0
Net Assets$142,721
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $202,618Expenses 2011: $245,250Net Income 2011: -$42,6322011Revenue 2012: $270,365Expenses 2012: $251,118Net Income 2012: $19,2472012Revenue 2014: $247,726Expenses 2014: $253,262Net Income 2014: -$5,5362014Revenue 2015: $275,333Expenses 2015: $263,731Net Income 2015: $11,6022015Revenue 2016: $276,754Expenses 2016: $276,978Net Income 2016: -$2242016Revenue 2017: $301,499Expenses 2017: $305,494Net Income 2017: -$3,9952017Revenue 2018: $304,529Expenses 2018: $306,120Net Income 2018: -$1,5912018Revenue 2019: $275,772Expenses 2019: $292,864Net Income 2019: -$17,0922019Revenue 2020: $252,582Expenses 2020: $244,039Net Income 2020: $8,5432020Revenue 2021: $275,077Expenses 2021: $284,587Net Income 2021: -$9,5102021Revenue 2022: $299,704Expenses 2022: $273,222Net Income 2022: $26,4822022Revenue 2023: $287,424Expenses 2023: $289,295Net Income 2023: -$1,8712023Revenue 2024: $285,709Expenses 2024: $290,723Net Income 2024: -$5,0142024Revenue 2025: $344,309Expenses 2025: $332,080Net Income 2025: $12,2292025

Highlighted filing

2022

Revenue$299,704
Expenses$273,222
Net Income$26,482
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 4, 2023
Return Version
2022v4.1
Gross Receipts
$299,704
Mission and Program Overview

Mission

Support and representation of members in their workplace by providing labor contracts and grievances negotiations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$141,195$142,721▲ $1,526
Cash and Non-Interest-Bearing Accounts$140,414$142,596▲ $2,182
Land, Buildings, and Equipment, Net$1,401$0▼ $1,401
Prepaid Expenses and Deferred Charges$195$0▼ $195
Investments in Publicly Traded Securities$125$125→ $0
Total Assets$142,135$142,721▲ $586
Liabilities
Mortgage Notes Payable Secured by Investment Property$940$0▼ $940
Total Liabilities$940$0▼ $940
Net Assets / Fund Balance
Total Net Assets Fund Balance$141,195$142,721▲ $1,526
Total Liabilities and Net Assets / Fund Balance$142,135$142,721▲ $586

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$45,555$45,555
Land$0--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Eugene OxendineBus MgrFT$60,032$60,032
Kevin RussellExecutive Board Trustee-$3,517$3,517
Paul PlattPresident-$1,297$1,297
Randall WillisExective Board Trustee-$948$948
Robert StaleyRec Sec-$944$944
Dean BakerExecutive board Trustee-$697$697
Patricia CollierExecutive Board Trustee-$580$580
Mike FieldsConductor-$375$375
Josh HigginsVice President-$284$284
Chris ShelbyExecutive Board Trustee-$223$223

Board Members and Trustees

NameTitle
Bryant MartinExecutive Board Trustee
Dwight OsborneExecutive Board Trustee
Gregory FarmerExecutive Board Trustee
Jennifer OsborneExecutive Board Trustee
Ronnie SandersExecutive Board Trustee
Terry StaleyExecutive Board Trustee
Perry BradfordWarden
Revenue and Support

Revenue Composition

Contributions and Grants
$299,505
Program Service Revenue
$0
Investment Income
$199
Other Revenue
$0
Change in Net Assets
$26,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$291,196
Revenue Not Reported on Financial Statements
$8,508
Other Revenue Adjustments
$8,508
Total Revenue per Audited Statements
$291,196
Total Revenue per Form 990
$299,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,477
Salaries, Compensation, and Employee Benefits$100,745
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$0$0$140,221
Current Officers, Directors, Trustees, and Key Employees$0$0$0$62,557
Travel$0$0$0$23,197
Comp Disqual Persons$0$0$0$11,165
Pension Plan Contributions$0$0$0$10,760
Other Employee Benefits$0$0$0$9,550
Fees for Services Accounting$0$0$0$7,900
Payroll Taxes$0$0$0$6,713
Fees for Services Management$0$0$0$790
Conferences and Meetings$0$0$0$369
Total Functional Expenses$0$0$0$273,222

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$297,522
Expenses per Audited Statements$294,685
Total Expenses per Audited Statements$294,685
Expenses Not Reported on Financial Statements$2,837
Other Expense Adjustments$2,837
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Smart Lu 555
EIN
62-1569745
Phone
4237377962
Address
P O BOX 26077, KNOXVILLE, TN 37912
Doing Business As
Smart Lu 555

Signing Officer

Name
Eugene Oxendine
Title
Bus Mgr
Phone
4237377962
Signed
2023-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eugene Oxendine
Formed
1994
Legal Domicile
Tn
Voting Board Members
679
Independent Board Members
679
Employees
21
Volunteers
0

Preparer

Firm
Farmer and Farmer Cpas
Address
147 MTCS DR, MURFREESBORO, TN 37129
Preparer
Larry E Farmer
Phone
6158952482
Supplemental Narrative

Additional Explanations

Other

“No explanation required”

Pt VI, Line 6

“The organization has 670 members. Membership is open to all sheet metal, air, rail and transportation workers. Members pay dues to the organization. Officers are elected by the members from the general membership. There are no stockholders in this organization.”

Pt VI, Line 7A

“Officers are elected from the general membership.”

Pt VI, Line 7B

“All decisions of the governing body are presented at the meetings of the general membership.”

Pt VI, Line 8A

“Minutes are kept at all meetings.”

Pt VI, Line 8B

“Minutes are kept at all executive board meetings.”

Pt VI, Line 11B

“The Business Mgr and the President review the return that is prepared by a non member paid preparer, CPA, prior to signing and submitting the tax return to the IRS.”

Pt VI, Line 19

“The governing documents and conflict of interest policy of the organization are not open for public inspection. They are available for the review by all members at the member meetings held regularly thoughout the year. The financial statements are available to the general public via the LM-2 report filed annually with the Office of Labor Management.”

Pt VIII

“Dues received was $275016.....interest income $62”

Pt X

“Balance sheet reported”

Form 990, Part III, Line 4D

“Not applicable”

Financial Statement Notes

Pt XII, Line 4B

“The union's audited financial statements have a year end of September 30. The total expenses for the period from October 1, 2021 to September 30, 2022 were $294685. The $2,837 resulted from a timing difference due to a difference in periods of time constituting the year.”

Pt XI, Line 4B

“The union's audited financial statements have a year end of September 30. The total revenue for the period from October 1, 2021 to September 30, 2022 was $291,196. The difference is $8,508 timing difference due to the difference in periods of time constituting the year.”

Raw XML AppendixShowing 400 of 431 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Support and representation of members in their workplace by providing labor contracts and grievances negotiations.
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Eugene Oxendine
IRS990/BooksInCareOfDetail/PhoneNum04237377962
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0106 Chandler Circle
IRS990/BooksInCareOfDetail/USAddress/CityNm0Church Hill
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037642
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0140414
IRS990/CashNonInterestBearingGrp/EOYAmt0142596
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt062557
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt011165
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt0369
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0299505
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0199
IRS990/CYOtherExpensesAmt0172477
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt026482
IRS990/CYSalariesCompEmpBnftPaidAmt0100745
IRS990/CYTotalExpensesAmt0273222
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0299704
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0membership dues collected
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0SMART LU 555
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt0273222
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt07900
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0790
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0Eugene Oxendine
IRS990/Form990PartVIISectionAGrp/PersonNm1Paul Platt
IRS990/Form990PartVIISectionAGrp/PersonNm2Josh Higgins
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert Staley
IRS990/Form990PartVIISectionAGrp/PersonNm4Randall Willis
IRS990/Form990PartVIISectionAGrp/PersonNm5Mike Fields
IRS990/Form990PartVIISectionAGrp/PersonNm6Perry Bradford
IRS990/Form990PartVIISectionAGrp/PersonNm7Dean Baker
IRS990/Form990PartVIISectionAGrp/PersonNm8Dwight Osborne
IRS990/Form990PartVIISectionAGrp/PersonNm9Terry Staley
IRS990/Form990PartVIISectionAGrp/PersonNm10Bryant Martin
IRS990/Form990PartVIISectionAGrp/PersonNm11Kevin Russell
IRS990/Form990PartVIISectionAGrp/PersonNm12Chris Shelby
IRS990/Form990PartVIISectionAGrp/PersonNm13Patricia Collier
IRS990/Form990PartVIISectionAGrp/PersonNm14Jennifer Osborne
IRS990/Form990PartVIISectionAGrp/PersonNm15Ronnie Sanders
IRS990/Form990PartVIISectionAGrp/PersonNm16Gregory Farmer
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt060032
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11297
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2284
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3944
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4948
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5375
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7697
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt113517
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12223
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13580
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Bus Mgr
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Rec Sec
IRS990/Form990PartVIISectionAGrp/TitleTxt4Exective Board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Conductor
IRS990/Form990PartVIISectionAGrp/TitleTxt6Warden
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Board Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Board Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt0679
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0299704
IRS990/GroupExemptionNum00148
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt0679
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0199
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0199
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0125
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0125
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt045555
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01401
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt045555
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0299505
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support and representation of members in their workplace by providing labor contracts and grievances negotiations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0940
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0141195
IRS990/NetAssetsOrFundBalancesEOYAmt0142721
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09550
IRS990/OtherExpensesGrp/Desc0Per Capita Tax
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt0140221
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt06713
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt010760
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0195
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Eugene Oxendine
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Not applicable
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0275015
IRS990/PYInvestmentIncomeAmt062
IRS990/PYOtherExpensesAmt0183376
IRS990/PYRevenuesLessExpensesAmt0-9510
IRS990/PYSalariesCompEmpBnftPaidAmt0101211
IRS990/PYTotalExpensesAmt0284587
IRS990/PYTotalRevenueAmt0275077
IRS990/ReconcilationRevenueExpnssAmt026482
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0299505
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0141195
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0142721
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045555
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt045555
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02837
IRS990ScheduleD/ExpensesSubtotalAmt0294685
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt02837
IRS990ScheduleD/OtherRevenuesNotIncludedAmt08508
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08508
IRS990ScheduleD/RevenueSubtotalAmt0291196
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The union's audited financial statements have a year end of September 30. The total expenses for the period from October 1, 2021 to September 30, 2022 were $294685. The $2,837 resulted from a timing difference due to a difference in periods of time constituting the year.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The union's audited financial statements have a year end of September 30. The total revenue for the period from October 1, 2021 to September 30, 2022 was $291,196. The difference is $8,508 timing difference due to the difference in periods of time constituting the year.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII, Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI, Line 4b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0297522
IRS990ScheduleD/TotalRevenuePerForm990Amt0299704
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0291196
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0294685
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No explanation required
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has 670 members. Membership is open to all sheet metal, air, rail and transportation workers. Members pay dues to the organization. Officers are elected by the members from the general membership. There are no stockholders in this organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officers are elected from the general membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All decisions of the governing body are presented at the meetings of the general membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Minutes are kept at all meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Minutes are kept at all executive board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Business Mgr and the President review the return that is prepared by a non member paid preparer, CPA, prior to signing and submitting the tax return to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The governing documents and conflict of interest policy of the organization are not open for public inspection. They are available for the review by all members at the member meetings held regularly thoughout the year. The financial statements are available to the general public via the LM-2 report filed annually with the Office of Labor Management.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues received was $275016.....interest income $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Balance sheet reported
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Not applicable
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VIII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt X
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0142135
IRS990/TotalAssetsEOYAmt0142721
IRS990/TotalAssetsGrp/BOYAmt0142135
IRS990/TotalAssetsGrp/EOYAmt0142721
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0299505
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0273222
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0940
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0940
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0141195
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0142721
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0273222
IRS990/TotalReportableCompFromOrgAmt068897
IRS990/TotalRevenueGrp/ExclusionAmt0199
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0299704
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0142135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0142721
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt023197
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0106 Chandler Circle
IRS990/USAddress/CityNm0Church Hill
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037642
IRS990/VotingMembersGoverningBodyCnt0679
IRS990/VotingMembersIndependentCnt0679
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,721
Liabilities
$0
Net assets
$142,721
Revenue
$299,704
Expenses
$273,222
Net income
$26,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$3.44$3.32$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$2.86$2.91$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.36$2.87$2.89$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$3.00$2.73$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.01$1.41$2.75$2.85$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.13$1.57$2.53$2.44$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.19$1.48$2.76$2.93$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.26$1.65$3.05$3.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.01$0.34$1.67$3.01$3.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.40$1.71$2.77$2.77$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.02$1.72$2.75$2.64$0.12
2014Summary only. Only limited summary data is available for this year.$1.63$0.02$1.61$2.48$2.53$0.06
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$2.70$2.51$0.19
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$2.03$2.45$0.43