Civic Intelligence

Sheet Metal Workers Local 441 Ap Trust

990EZ • Fiscal year 2018 • EIN 63-0656332

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 04, 2019

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

97th percentile

51%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

24%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$437,342

Up $75,438 (+21%) from 2017

Net Assets

Up

$437,342

Up $75,701 (+21%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$148,500

Up $28,586 (+24%) from 2017

Expenses

Up

$72,799

Up $22,219 (+44%) from 2017

Net Income

Up

$75,701

Up $6,367 (+9.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$437,342
Liabilities-
Net Assets$437,342
Open 2018 Filing

Operations Trend

Revenue Growth89th 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

2018

Revenue$148,500
Expenses$72,799
Net Income$75,701
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 4, 2019
Return Version
2018v3.1
Gross Receipts
$148,500
Mission and Program Overview

Mission

NONE

APPRENTICE TRAINING

Program Services

DescriptionGrantsExpenses
JOURNEYMEN & APPRENTICE TRAINING--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT PAYNEBus Manager & Union Trustee-$0--
JOHN KENNYUnion TrusteePT$0--
THOMAS FISHERUnion 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
2019-03-04
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 16

“INSURANCE 9132.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSE 4531.”

Form 990EZ, Part I, Line 16

“SCHOOL SUPPLIES 17530.”

Form 990EZ, Part I, Line 16

“SECURITY 720.”

Form 990EZ, Part I, Line 16

“PENSION FUND 9689.”

Form 990EZ, Part I, Line 16

“Repairs and maintenance 6840.”

Form 990EZ, Part I, Line 16

“Depreciation 5856.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 3626.”

Form 990EZ, Part II, Line 26

“Payroll tax liability 263.”

Raw XML Appendix151 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/BOYAmt0243256
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0324550
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt075701
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0361904
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0437342
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0148500
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00148
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LandAndBuildingsGrp/BOYAmt0118648
IRS990EZ/LandAndBuildingsGrp/EOYAmt0112792
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0361641
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0437342
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0361641
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0437342
IRS990EZ/OccupancyRentUtltsAndMaintAmt06766
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT PAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN KENNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS FISHER
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/OtherExpensesTotalAmt057924
IRS990EZ/PrimaryExemptPurposeTxt0APPRENTICE TRAINING
IRS990EZ/ProgramServiceRevenueAmt0148474
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JOURNEYMEN & APPRENTICE TRAINING
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05909
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0263
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072799
IRS990EZ/TotalRevenueAmt0148500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 9132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE EXPENSE 4531.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL SUPPLIES 17530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECURITY 720.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PENSION FUND 9689.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPAIRS AND MAINTENANCE 6840.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 5856.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS 3626.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYROLL TAX LIABILITY 263.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAT KENNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514761900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-04
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/IPDt02019-03-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:24:14
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/PreparationDt02019-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth Bedsole
ReturnHeader/ReturnTs02019-03-04T12:24:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$437,342
Liabilities
-
Net assets
$437,342
Revenue
$148,500
Expenses
$72,799
Net income
$75,701
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
2018Detailed filing. Detailed filing data is available for this year.$4.37$4.37$1.49$0.73$0.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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