Civic Intelligence

Sheet Metal Workers Local No 4 Vacation Fund

990 • Fiscal year 2015 • EIN 62-6080018

May 01, 2014 to Apr 30, 2015 • Filed on Feb 04, 2016

Organization Profile

View Organization Page

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

98th percentile

1.02x

Higher debt load relative to assets than 98% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

1.01x

Higher debt load relative to revenue than 95% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Net Margin

43rd percentile

-2.4%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

7.0%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

8.7%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$287,581

Up $18,696 (+7.0%) from 2014

Net Assets

Down

-$4,600

Down $6,988 (-293%) from 2014

Liabilities

Up

$292,181

Up $25,684 (+9.6%) from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin43rd percentile

Revenue

Up

$290,005

Up $23,163 (+8.7%) from 2014

Expenses

Up

$296,993

Up $27,950 (+10%) from 2014

Net Income

Down

-$6,988

Down $4,787 (-217%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.0M$500K$0-$500KAssets 2011: $335,712Liabilities 2011: $327,313Net Assets 2011: $8,3992011Assets 2012: $289,120Liabilities 2012: $282,393Net Assets 2012: $6,7272012Assets 2013: $252,824Liabilities 2013: $248,235Net Assets 2013: $4,5892013Assets 2014: $268,885Liabilities 2014: $266,497Net Assets 2014: $2,3882014Assets 2015: $287,581Liabilities 2015: $292,181Net Assets 2015: -$4,6002015Assets 2016: $261,430Liabilities 2016: $263,936Net Assets 2016: -$2,5062016Assets 2017: $256,953Liabilities 2017: $258,456Net Assets 2017: -$1,5032017Assets 2018: $271,699Liabilities 2018: $273,306Net Assets 2018: -$1,6072018Assets 2019: $291,983Liabilities 2019: $305,617Net Assets 2019: -$13,6342019Assets 2020: $274,298Liabilities 2020: $281,571Net Assets 2020: -$7,2732020Assets 2021: $283,955Liabilities 2021: $292,375Net Assets 2021: -$8,4202021Assets 2022: $265,853Liabilities 2022: $266,661Net Assets 2022: -$8082022Assets 2023: $313,671Liabilities 2023: $313,134Net Assets 2023: $5372023Assets 2024: $822,980Liabilities 2024: $823,098Net Assets 2024: -$1182024Assets 2025: $839,404Liabilities 2025: $827,989Net Assets 2025: $11,4152025

Highlighted filing

2015

Assets$287,581
Liabilities$292,181
Net Assets-$4,600
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $327,169Expenses 2011: $342,963Net Income 2011: -$15,7942011Revenue 2012: $284,726Expenses 2012: $286,398Net Income 2012: -$1,6722012Revenue 2013: $249,073Expenses 2013: $251,211Net Income 2013: -$2,1382013Revenue 2014: $266,842Expenses 2014: $269,043Net Income 2014: -$2,2012014Revenue 2015: $290,005Expenses 2015: $296,993Net Income 2015: -$6,9882015Revenue 2016: $264,251Expenses 2016: $262,157Net Income 2016: $2,0942016Revenue 2017: $260,227Expenses 2017: $259,224Net Income 2017: $1,0032017Revenue 2018: $275,048Expenses 2018: $275,152Net Income 2018: -$1042018Revenue 2019: $291,032Expenses 2019: $303,059Net Income 2019: -$12,0272019Revenue 2020: $291,156Expenses 2020: $284,795Net Income 2020: $6,3612020Revenue 2021: $288,714Expenses 2021: $289,861Net Income 2021: -$1,1472021Revenue 2022: $271,990Expenses 2022: $264,378Net Income 2022: $7,6122022Revenue 2023: $315,466Expenses 2023: $314,121Net Income 2023: $1,3452023Revenue 2024: $826,281Expenses 2024: $826,936Net Income 2024: -$6552024Revenue 2025: $924,187Expenses 2025: $912,654Net Income 2025: $11,5332025

Highlighted filing

2015

Revenue$290,005
Expenses$296,993
Net Income-$6,988
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Feb 4, 2016
Return Version
2014v6.0
Gross Receipts
$290,005
Mission and Program Overview

Mission

The provision of benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$243,954$262,770▲ $18,816
Accounts Receivable$24,666$23,662▼ $1,004
Prepaid Expenses and Deferred Charges$265$1,149▲ $884
Rtn Earn Endowment Incm Other Fnds$2,388$-4,600▼ $6,988
Total Assets$268,885$287,581▲ $18,696
Liabilities
Accounts Payable and Accrued Expenses$266,497$292,181▲ $25,684
Total Liabilities$266,497$292,181▲ $25,684
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,388$-4,600▼ $6,988
Total Liabilities and Net Assets / Fund Balance$268,885$287,581▲ $18,696
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Wayne BenningtonChairman
David W Sink JrTrustee
John WilliamsTrustee
Gordon JonesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$289,769
Investment Income
$236
Other Revenue
$0
Change in Net Assets
$-6,988

Audited Revenue Reconciliation

Revenue per Audited Statements
$290,005
Total Revenue per Audited Statements
$290,005
Total Revenue per Form 990
$290,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,053
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---$288,940
Fees for Services Management---$1,800
Fees for Services Accounting---$700
Office Expenses---$379
Other Expenses---$28
Total Functional Expenses$0$0$0$296,993

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$296,993
Total Expenses per Audited Statements$296,993
Total Expenses per Form 990$296,993
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Sheet metal workers l.u. No. 4 sheet metal workers l.u. No. 4 chairman trustee work for same local”

Form 990, Page 6, Part VI, Line 3

“Southern benefit administrators, inc.”

Form 990, Page 6, Part VI, Line 7A

“The employer trustees are appointed to the board by the west tennessee sheet metal contractors association and the union trustees are appointed by the sheet metal workers local union no. 4.”

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

“The form 990 is reviewed by the entire board of trustees. It is then signed and filed.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are reviewed continually and any issues that arise are handled at regular board meetings.”

Form 990, Page 6, Part VI, Line 15A

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 15B

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Available upon request. All communications include reference to documents being available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local No 4
EIN
62-6080018
Phone
6158590131
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070-1449

Signing Officer

Name
Wayne Bennington
Title
Chairman
Phone
6158590131
Signed
2016-02-04

Organization Details

Formed
1967
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Daniels Irwin & Aylor
Address
223 MADISON STREET SUITE 112, MADISON, TN 37115-3660
Preparer
Douglas a Irwin
Phone
6158686008
Raw XML Appendix258 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/ExplanationTxt0SHEET METAL WORKERS L.U. NO. 4 SHEET METAL WORKERS L.U. NO. 4 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOUTHERN BENEFIT ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EMPLOYER TRUSTEES ARE APPOINTED TO THE BOARD BY THE WEST TENNESSEE SHEET METAL CONTRACTORS ASSOCIATION AND THE UNION TRUSTEES ARE APPOINTED BY THE SHEET METAL WORKERS LOCAL UNION NO. 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE BENNINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL NO 4
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0626080018
ReturnHeader/Filer/PhoneNum06158590131
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ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
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ReturnHeader/Filer/USAddress/ZIPCd0370701449
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621802605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIELS IRWIN & AYLOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 MADISON STREET SUITE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0371153660
ReturnHeader/PreparerPersonGrp/PhoneNum06158686008
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A IRWIN
ReturnHeader/ReturnTs02016-02-13T12:14:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$287,581
Liabilities
$292,181
Net assets
-$4,600
Revenue
$290,005
Expenses
$296,993
Net income
-$6,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.39$8.28$0.11$9.24$9.13$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.23$8.23$0.00$8.26$8.27$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$3.13$0.01$3.15$3.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$2.67$0.01$2.72$2.64$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$2.92$0.08$2.89$2.90$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$2.82$0.07$2.91$2.85$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$3.06$0.14$2.91$3.03$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$2.73$0.02$2.75$2.75$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$2.58$0.02$2.60$2.59$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.61$2.64$0.03$2.64$2.62$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.88$2.92$0.05$2.90$2.97$0.07
2014Summary only. Only limited summary data is available for this year.$2.69$2.66$0.02$2.67$2.69$0.02
2013Summary only. Only limited summary data is available for this year.$2.53$2.48$0.05$2.49$2.51$0.02
2012Summary only. Only limited summary data is available for this year.$2.89$2.82$0.07$2.85$2.86$0.02
2011Summary only. Only limited summary data is available for this year.$3.36$3.27$0.08$3.27$3.43$0.16