Civic Intelligence

Sheet Metal Workers Local No 4 Vacation Fund

990 • Fiscal year 2017 • EIN 62-6080018

May 01, 2016 to Apr 30, 2017 • Filed on Feb 06, 2018

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

97th percentile

1.01x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

0.99x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

0.4%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

-1.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

-1.5%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$256,953

Down $4,477 (-1.7%) from 2016

Net Assets

Up

-$1,503

Up $1,003 (+40%) from 2016

Liabilities

Down

$258,456

Down $5,480 (-2.1%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin53rd percentile

Revenue

Down

$260,227

Down $4,024 (-1.5%) from 2016

Expenses

Down

$259,224

Down $2,933 (-1.1%) from 2016

Net Income

Down

$1,003

Down $1,091 (-52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2017

Assets$256,953
Liabilities$258,456
Net Assets-$1,503
Open 2017 Filing

Operations Trend

Revenue Growth50th 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

2017

Revenue$260,227
Expenses$259,224
Net Income$1,003
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Feb 6, 2018
Return Version
2016v3.1
Gross Receipts
$260,227
Mission and Program Overview

Mission

The provision of benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$235,714$236,792▲ $1,078
Accounts Receivable$24,961$19,801▼ $5,160
Prepaid Expenses and Deferred Charges$755$360▼ $395
Rtn Earn Endowment Incm Other Fnds$-2,506$-1,503▲ $1,003
Total Assets$261,430$256,953▼ $4,477
Liabilities
Accounts Payable and Accrued Expenses$263,936$258,456▼ $5,480
Total Liabilities$263,936$258,456▼ $5,480
Net Assets / Fund Balance
Total Net Assets Fund Balance$-2,506$-1,503▲ $1,003
Total Liabilities and Net Assets / Fund Balance$261,430$256,953▼ $4,477
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
John WilliamsChairman
David W Sink JrTrustee
Wayne BenningtonTrustee
Gordon JonesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$258,727
Investment Income
$0
Other Revenue
$1,500
Change in Net Assets
$1,003

Audited Revenue Reconciliation

Revenue per Audited Statements
$260,227
Total Revenue per Audited Statements
$260,227
Total Revenue per Form 990
$260,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,617
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$253,607--$253,607
Fees for Services Accounting-$700-$700
Office Expenses-$315-$315
Other Expenses$3,798$175-$175
Total Functional Expenses$257,405$1,819$0$259,224

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$259,224
Total Expenses per Audited Statements$259,224
Total Expenses per Form 990$259,224
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
John Williams
Title
Chairman
Phone
6158220483
Signed
2018-02-06

Organization Details

Principal Officer
John Williams
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
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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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AIRECON MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ALL KRAFT ERECTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CS3 CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3DAMON-MARCUS COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4JOHN W MCDOUGALL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5KINETIC SYSTEMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6MORGAN & THORNBURG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7O H HENDRICKS & SON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8RALPH JONES SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9SOUTH CENTRAL CONTRACTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10STANDARD SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11WALKER COMPOSITES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12WALKER J WALKER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SYSTEMATIC TESTING & BALANCING LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL UNION NO
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0261430
IRS990/TotalAssetsEOYAmt0256953
IRS990/TotalAssetsGrp/BOYAmt0261430
IRS990/TotalAssetsGrp/EOYAmt0256953
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01819
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0257405
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259224
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0263936
IRS990/TotalLiabilitiesEOYAmt0258456
IRS990/TotalLiabilitiesGrp/BOYAmt0263936
IRS990/TotalLiabilitiesGrp/EOYAmt0258456
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-2506
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1503
IRS990/TotalProgramServiceRevenueAmt0258727
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0260227
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0260227
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0261430
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0256953
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06158220483
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL NO 4
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0626080018
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370701449
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC1DB2D7C2A4C4D935F07B7B3EA02570F54DA193
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/PreparationDt02018-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A IRWIN
ReturnHeader/ReturnTs02018-02-15T19:39:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$256,953
Liabilities
$258,456
Net assets
-$1,503
Revenue
$260,227
Expenses
$259,224
Net income
$1,003
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • <$500k nonprofits