Civic Intelligence

Sheet Metal Workers Local 441 Ap Trust

990EZ • Fiscal year 2017 • EIN 63-0656332

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileN/A
PO Box 6708Mobile, AL 36660

(251) 476-1900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

58%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

74th percentile

$8,681

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

24%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

6.4%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$361,904

Up $69,597 (+24%) from 2016

Net Assets

Up

$361,641

Up $69,334 (+24%) from 2016

Liabilities

$263

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

Up

$119,914

Up $7,208 (+6.4%) from 2016

Expenses

Down

$50,580

Down $12,195 (-19%) from 2016

Net Income

Up

$69,334

Up $19,403 (+39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$800K$600K$400K$200K$0Assets 2011: $195,503Liabilities 2011: $1,9552011Assets 2012: $158,812Liabilities 2012: $2,0792012Assets 2013: $147,858Liabilities 2013: $02013Assets 2014: $186,627Liabilities 2014: $02014Assets 2015: $242,376Net Assets 2015: $242,3762015Assets 2016: $292,307Net Assets 2016: $292,3072016Assets 2017: $361,904Liabilities 2017: $263Net Assets 2017: $361,6412017Assets 2018: $437,342Net Assets 2018: $437,3422018Assets 2019: $564,381Liabilities 2019: $0Net Assets 2019: $564,3812019Assets 2020: $591,887Liabilities 2020: $4,127Net Assets 2020: $587,7602020Assets 2021: $603,370Liabilities 2021: $4,666Net Assets 2021: $598,7042021Assets 2022: $583,503Liabilities 2022: $2,202Net Assets 2022: $581,3012022Assets 2023: $598,122Liabilities 2023: $2,300Net Assets 2023: $595,8222023Assets 2024: $631,460Liabilities 2024: $1,617Net Assets 2024: $629,8432024

Highlighted filing

2017

Assets$361,904
Liabilities$263
Net Assets$361,641
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $102,824Expenses 2011: $103,764Net Income 2011: -$9402011Revenue 2012: $87,976Expenses 2012: $124,791Net Income 2012: -$36,8152012Revenue 2013: $77,888Expenses 2013: $86,763Net Income 2013: -$8,8752013Revenue 2014: $86,173Expenses 2014: $47,404Net Income 2014: $38,7692014Revenue 2015: $115,578Expenses 2015: $59,829Net Income 2015: $55,7492015Revenue 2016: $112,706Expenses 2016: $62,775Net Income 2016: $49,9312016Revenue 2017: $119,914Expenses 2017: $50,580Net Income 2017: $69,3342017Revenue 2018: $148,500Expenses 2018: $72,799Net Income 2018: $75,7012018Revenue 2019: $181,957Expenses 2019: $54,918Net Income 2019: $127,0392019Revenue 2020: $128,110Expenses 2020: $104,731Net Income 2020: $23,3792020Revenue 2021: $167,635Expenses 2021: $156,691Net Income 2021: $10,9442021Revenue 2022: $155,198Expenses 2022: $172,601Net Income 2022: -$17,4032022Revenue 2023: $179,717Expenses 2023: $165,196Net Income 2023: $14,5212023Revenue 2024: $215,868Expenses 2024: $181,847Net Income 2024: $34,0212024

Highlighted filing

2017

Revenue$119,914
Expenses$50,580
Net Income$69,334
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$119,914
Mission and Program Overview

Mission

NONE

APPRENTICE TRAINING

Program Services

DescriptionGrantsExpenses
JOURNEYMEN & APPRENTICE TRAINING--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAY KENNYBus Manager & Union TrusteePT$0$8,681$8,681
SWAN CLEVELANDUnion TrusteePT$0$4,267$4,267
ROBERT PAYNEUnion Trustee-$0--
ROBERT GORAMEmployer Trustee-$0--
JOHN KINGEmployer Trustte-$0--
JOE VALLEE'Employer Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 441 Ap Trust
EIN
63-0656332
Phone
2514761900
Address
PO BOX 6708, MOBILE, AL 36660

Signing Officer

Name
Pat Kenny
Title
Union Trustee
Phone
2514761900
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Kalifeh Bedsole Adams PC
Address
3224 Executive Park Cir, Mobile, AL 36606
Preparer
Kenneth Bedsole
Phone
2514760314
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“SETTLEMENT INCOME 13851.”

Form 990EZ, Part I, Line 16

“Depreciation 5856.”

Form 990EZ, Part I, Line 16

“INSURANCE 4966.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSE 418.”

Form 990EZ, Part I, Line 16

“OTHER 1432.”

Form 990EZ, Part I, Line 16

“SCHOOL SUPPLIES 7218.”

Form 990EZ, Part I, Line 16

“SMALL EQUIPMENT 874.”

Form 990EZ, Part I, Line 16

“TELEPHONE 1289.”

Form 990EZ, Part II, Line 26

“Payroll tax liability 0. 263.”

Form 990, Part IX, Line 24E

“T SHIRTS”

Form 990, Part IX, Line 24E

“EQUALITY FUND”

Form 990, Part IX, Line 24E

“WELDING CERT”

Form 990, Part IX, Line 24E

“MAINTENANCE”

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAT KENNY
IRS990EZ/BooksInCareOfDetail/PhoneNum02514761900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02459 ESLAVA CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036606
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0167803
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0243256
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt069334
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0292307
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0361904
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0119914
IRS990EZ/GroupExemptionNum00148
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LandAndBuildingsGrp/BOYAmt0124504
IRS990EZ/LandAndBuildingsGrp/EOYAmt0118648
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0292307
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0361641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0292307
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0361641
IRS990EZ/OccupancyRentUtltsAndMaintAmt07866
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt07121
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt14267
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt01560
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAY KENNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SWAN CLEVELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT PAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT GORAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE VALLEE'
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BUS MANAGER & UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EMPLOYER TRUSTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022053
IRS990EZ/OtherRevenueTotalAmt013851
IRS990EZ/PrimaryExemptPurposeTxt0APPRENTICE TRAINING
IRS990EZ/ProgramServiceRevenueAmt0106046
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JOURNEYMEN & APPRENTICE TRAINING
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018661
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0263
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050580
IRS990EZ/TotalRevenueAmt0119914
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SETTLEMENT INCOME 13851.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 5856.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 4966.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EXPENSE 418.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER 1432.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOOL SUPPLIES 7218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SMALL EQUIPMENT 874.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE 1289.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYROLL TAX LIABILITY 0. 263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9T SHIRTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EQUALITY FUND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WELDING CERT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MAINTENANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT KENNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514761900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 441 AP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0630656332
ReturnHeader/Filer/PhoneNum02514761900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6708
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036660
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D32918E0CFA16E726D8E4549713A2792B0EEC161
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F91A2A398E9B9B1804208AF67848EBC3E2AA9D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.248.125.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:41:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kalifeh Bedsole Adams PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03224 Executive Park Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mobile
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514760314
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH BEDSOLE
ReturnHeader/ReturnTs02018-05-15T07:41:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$361,904
Liabilities
$263
Net assets
$361,641
Revenue
$119,914
Expenses
$50,580
Net income
$69,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$0.02$6.30$2.16$1.82$0.34
2023Summary only. Only limited summary data is available for this year.$5.98$0.02$5.96$1.80$1.65$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.02$5.81$1.55$1.73$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$0.05$5.99$1.68$1.57$0.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.04$5.88$1.28$1.05$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.00$5.64$1.82$0.55$1.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$4.37$1.49$0.73$0.76
2017Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$1.20$0.51$0.69
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$2.92$1.13$0.63$0.50
2015Detailed filing. Detailed filing data is available for this year.$2.42$2.42$1.16$0.60$0.56
2014Summary only. Only limited summary data is available for this year.$1.87$0.00$0.86$0.47$0.39
2013Summary only. Only limited summary data is available for this year.$1.48$0.00$0.78$0.87$0.09
2012Summary only. Only limited summary data is available for this year.$1.59$0.02$0.88$1.25$0.37
2011Summary only. Only limited summary data is available for this year.$1.96$0.02$1.03$1.04$0.01