Civic Intelligence

Alabama Sheet Metal Joint Industry

EIN 63-0398473 • 501(c)5 • Birmingham, AL

Profile

Provides apprenticeship training

1108 29th Street NorthBirmingham, AL 35234

n/A

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

70%

Faster revenue growth than 97% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$755,574

Up $103,554 (+16%) from 2023

Liabilities

Down

$13,588

Down $14,062 (-51%) from 2023

Net Assets

Up

$741,986

Up $117,616 (+19%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin76th percentile

Revenue

Up

$589,223

Up $242,872 (+70%) from 2023

Expenses

Up

$471,607

Up $116,053 (+33%) from 2023

Net Income

Up

$117,616

Up $126,819 (+1378%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$800K$600K$400K$200K$0Assets 2012: $269,123Liabilities 2012: $10,159Net Assets 2012: $258,9632012Assets 2013: $312,897Liabilities 2013: $4,893Net Assets 2013: $308,0042013Assets 2014: $349,021Liabilities 2014: $1,543Net Assets 2014: $347,4782014Assets 2015: $387,769Liabilities 2015: $3,280Net Assets 2015: $384,4892015Assets 2016: $414,137Liabilities 2016: $5,847Net Assets 2016: $408,2902016Assets 2017: $472,532Liabilities 2017: $5,392Net Assets 2017: $467,1402017Assets 2018: $502,864Liabilities 2018: $6,080Net Assets 2018: $496,7842018Assets 2019: $521,948Liabilities 2019: $10,520Net Assets 2019: $511,4282019Assets 2020: $472,086Liabilities 2020: $1,677Net Assets 2020: $470,4092020Assets 2021: $591,532Liabilities 2021: $10,961Net Assets 2021: $580,5712021Assets 2022: $640,810Liabilities 2022: $7,237Net Assets 2022: $633,5732022Assets 2023: $652,020Liabilities 2023: $27,650Net Assets 2023: $624,3702023Assets 2024: $755,574Liabilities 2024: $13,588Net Assets 2024: $741,9862024

Highlighted filing

2024

Assets$755,574
Liabilities$13,588
Net Assets$741,986
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $118,665Expenses 2012: $67,599Net Income 2012: $51,0662012Revenue 2013: $122,336Expenses 2013: $73,296Net Income 2013: $49,0402013Revenue 2014: $110,859Expenses 2014: $71,385Net Income 2014: $39,4742014Revenue 2015: $110,684Expenses 2015: $73,673Net Income 2015: $37,0112015Revenue 2016: $109,534Expenses 2016: $85,733Net Income 2016: $23,8012016Revenue 2017: $138,145Expenses 2017: $79,295Net Income 2017: $58,8502017Revenue 2018: $134,460Expenses 2018: $104,816Net Income 2018: $29,6442018Revenue 2019: $133,937Expenses 2019: $119,293Net Income 2019: $14,6442019Revenue 2020: $140,791Expenses 2020: $181,810Net Income 2020: -$41,0192020Revenue 2021: $283,243Expenses 2021: $173,081Net Income 2021: $110,1622021Revenue 2022: $271,630Expenses 2022: $218,628Net Income 2022: $53,0022022Revenue 2023: $346,351Expenses 2023: $355,554Net Income 2023: -$9,2032023Revenue 2024: $589,223Expenses 2024: $471,607Net Income 2024: $117,6162024

Highlighted filing

2024

Revenue$589,223
Expenses$471,607
Net Income$117,616
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$755,574
Liabilities
$13,588
Net assets
$741,986
Revenue
$589,223
Expenses
$471,607
Net income
$117,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.56$0.14$7.42$5.89$4.72$1.18
2023Detailed filing. Detailed filing data is available for this year.$6.52$0.28$6.24$3.46$3.56$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.41$0.07$6.34$2.72$2.19$0.53
2021Detailed filing. Detailed filing data is available for this year.$5.92$0.11$5.81$2.83$1.73$1.10
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.02$4.70$1.41$1.82$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.11$5.11$1.34$1.19$0.15
2018Detailed filing. Detailed filing data is available for this year.$5.03$0.06$4.97$1.34$1.05$0.30
2017Detailed filing. Detailed filing data is available for this year.$4.73$0.05$4.67$1.38$0.79$0.59
2016Detailed filing. Detailed filing data is available for this year.$4.14$0.06$4.08$1.10$0.86$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.88$0.03$3.84$1.11$0.74$0.37
2014Detailed filing. Detailed filing data is available for this year.$3.49$0.02$3.47$1.11$0.71$0.39
2013Summary only. Only limited summary data is available for this year.$3.13$0.05$3.08$1.22$0.73$0.49
2012Summary only. Only limited summary data is available for this year.$2.69$0.10$2.59$1.19$0.68$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 20, 2024
Return Version
2023v5.0
Gross Receipts
$589,223
Mission and Program Overview

Mission

Provides apprenticeship training

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$624,370$741,986▲ $117,616
Land, Buildings, and Equipment, Net$280,194$404,032▲ $123,838
Savings and Temporary Cash Investments$241,221$239,815▼ $1,406
Accounts Receivable$84,218$66,295▼ $17,923
Cash and Non-Interest-Bearing Accounts$43,036$41,895▼ $1,141
Prepaid Expenses and Deferred Charges$3,351$3,537▲ $186
Total Assets$652,020$755,574▲ $103,554
Liabilities
Accounts Payable and Accrued Expenses$27,650$13,588▼ $14,062
Total Liabilities$27,650$13,588▼ $14,062
Net Assets / Fund Balance
Total Net Assets Fund Balance$624,370$741,986▲ $117,616
Total Liabilities and Net Assets / Fund Balance$652,020$755,574▲ $103,554

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$196,481$217,474$413,955
Equipment$177,726$143,380$321,106
Land$29,825-$29,825
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Kenneth ToddChairman
Joshua HunterChairman - P
Andrew WhiteDirector
Carlos WhiteDirector
Jonathan AtchisonDirector
William StricklandDirector
Daniel WaldenSecretary Tr
Revenue and Support

Revenue Composition

Contributions and Grants
$250,671
Program Service Revenue
$327,559
Investment Income
$8,531
Other Revenue
$2,462
All Other Contributions
$250,671
Change in Net Assets
$117,616

Audited Revenue Reconciliation

Revenue per Audited Statements
$589,223
Total Revenue per Audited Statements
$589,223
Total Revenue per Form 990
$589,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$254,588
Other Expenses$217,019
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$146,612
Pension Plan Contributions---$66,572
Depreciation Depletion---$45,100
Other Employee Benefits---$26,457
Payroll Taxes---$14,947
Occupancy---$13,771
Insurance---$11,124
Travel---$10,816
Conferences and Meetings---$7,770
Office Expenses---$7,277
Fees for Services Legal---$6,380
Fees for Services Accounting---$4,450
Other Expenses---$400
Interest---$374
Total Functional Expenses$0$0$0$471,607

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$471,607
Total Expenses per Audited Statements$471,607
Total Expenses per Form 990$471,607
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
Audit committee
Yes
Backup withholding compliance
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
No
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 8B

“There are no committees with the authority to act on behalf of the governing body.”

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

“No review was or will be made by the governing body. The chairman reviews the form 990 before filing the form 990.”

Form 990, Page 6, Part VI, Line 19

“The fund makes its governing documents and financial statements available to the public upon request by mail, or at its office in birmingham alabama.”

Filing and Contact Details

Filer

Filer Name
Alabama Sheet Metal Joint Industry
EIN
63-0398473
Phone
2053220216
Address
1108 29TH STREET NORTH, BIRMINGHAM, AL 35234

Signing Officer

Name
Daniel Walden
Title
Secretary Treasurer
Phone
2053229016
Signed
2024-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Walden
Formed
1959
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
4

Preparer

Firm
Potter Bryant & Moore Pc
Address
234 AQUARIUS DR STE 109, BIRMINGHAM, AL 35209
Preparer
Steve D Moore
Phone
2053235206
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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/ExplanationTxt0THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE MADE BY THE GOVERNING BODY. THE CHAIRMAN REVIEWS THE FORM 990 BEFORE FILING THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST BY MAIL, OR AT ITS OFFICE IN BIRMINGHAM ALABAMA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SMWIA LOCAL UNION 48 WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630330521
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH INS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01108 29TH STREET NORTH
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: SMWIA LOCAL UNION 48 WELFARE FUND PRIMARY ACTIVITY: PROVIDES HEALTH CARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0652020
IRS990/TotalAssetsEOYAmt0755574
IRS990/TotalAssetsGrp/BOYAmt0652020
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IRS990/TotalContributionsAmt0250671
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0471607
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027650
IRS990/TotalLiabilitiesEOYAmt013588
IRS990/TotalLiabilitiesGrp/BOYAmt027650
IRS990/TotalLiabilitiesGrp/EOYAmt013588
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0624370
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0741986
IRS990/TotalProgramServiceRevenueAmt0327559
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0338552
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0589223
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0652020
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0755574
IRS990/TravelGrp/TotalAmt010816
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL WALDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02053229016
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALABAMA SHEET METAL JOINT INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BOARD INC
ReturnHeader/Filer/BusinessNameControlTxt0ALAB
ReturnHeader/Filer/EIN0630398473
ReturnHeader/Filer/PhoneNum02053220216
ReturnHeader/Filer/USAddress/AddressLine1Txt01108 29TH STREET NORTH
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630966970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTER BRYANT & MOORE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0234 AQUARIUS DR STE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02053235206
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE D MOORE
ReturnHeader/ReturnTs02024-12-06T14:06:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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