Civic Intelligence

Sheet Metal Ind Prom Res Educ Emp Trust

EIN 72-6029218 • 501(c)5 • Baton Rouge, LA

Profile

Promotion of sheet metal trade

2061 Beaumont DriveBaton Rouge, LA 70806

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

2nd percentile

-171%

Higher net margin than 2% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-8.7%

Faster asset growth than 27% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

-0.1%

Faster revenue growth than 45% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$244,975

Down $23,337 (-8.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$244,975

Down $23,337 (-8.7%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$13,645

Down $18 (-0.1%) from 2022

Expenses

Down

$36,981

Down $15,871 (-30%) from 2022

Net Income

Up

-$23,336

Up $15,853 (+40%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$400K$300K$200K$100K$0Assets 2010: $137,223Liabilities 2010: $2,427Net Assets 2010: $134,7962010Assets 2011: $83,674Liabilities 2011: $2,499Net Assets 2011: $81,1752011Assets 2012: $45,993Liabilities 2012: $2,494Net Assets 2012: $43,4992012Assets 2013: $27,257Liabilities 2013: $2,494Net Assets 2013: $24,7632013Assets 2014: $85,177Liabilities 2014: $1,292Net Assets 2014: $83,8852014Assets 2015: $141,291Net Assets 2015: $141,2912015Assets 2016: $186,382Net Assets 2016: $186,3822016Assets 2017: $223,846Net Assets 2017: $223,8462017Assets 2018: $269,983Net Assets 2018: $269,9832018Assets 2019: $313,685Net Assets 2019: $313,6852019Assets 2020: $334,433Net Assets 2020: $334,4332020Assets 2021: $307,501Net Assets 2021: $307,5012021Assets 2022: $268,312Net Assets 2022: $268,3122022Assets 2023: $244,975Net Assets 2023: $244,9752023

Highlighted filing

2023

Assets$244,975
Liabilities-
Net Assets$244,975
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

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

$200K$100K$0-$100KExpenses 2010: $180,9192010Expenses 2011: $192,4452011Expenses 2012: $186,3652012Revenue 2013: $144,382Expenses 2013: $163,118Net Income 2013: -$18,7362013Revenue 2014: $138,103Expenses 2014: $78,981Net Income 2014: $59,1222014Revenue 2015: $83,906Expenses 2015: $26,500Net Income 2015: $57,4062015Revenue 2016: $80,815Expenses 2016: $35,724Net Income 2016: $45,0912016Revenue 2017: $73,635Expenses 2017: $36,171Net Income 2017: $37,4642017Revenue 2018: $81,231Expenses 2018: $35,094Net Income 2018: $46,1372018Revenue 2019: $78,777Expenses 2019: $35,075Net Income 2019: $43,7022019Revenue 2020: $62,941Expenses 2020: $42,193Net Income 2020: $20,7482020Revenue 2021: $9,795Expenses 2021: $36,727Net Income 2021: -$26,9322021Revenue 2022: $13,663Expenses 2022: $52,852Net Income 2022: -$39,1892022Revenue 2023: $13,645Expenses 2023: $36,981Net Income 2023: -$23,3362023

Highlighted filing

2023

Revenue$13,645
Expenses$36,981
Net Income-$23,336
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,975
Liabilities
-
Net assets
$244,975
Revenue
$13,645
Expenses
$36,981
Net income
-$23,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.45$2.45$0.14$0.37$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.68$2.68$0.14$0.53$0.39
2021Detailed filing. Detailed filing data is available for this year.$3.08$3.08$0.10$0.37$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.34$3.34$0.63$0.42$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.14$3.14$0.79$0.35$0.44
2018Detailed filing. Detailed filing data is available for this year.$2.70$2.70$0.81$0.35$0.46
2017Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.74$0.36$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.86$1.86$0.81$0.36$0.45
2015Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.84$0.27$0.57
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$1.38$0.79$0.59
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.02$0.25$1.44$1.63$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.02$0.43$1.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.02$0.81$1.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.02$1.35$1.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 2, 2025
Return Version
2023v6.0
Gross Receipts
$13,645
Mission and Program Overview

Mission

Promotion of sheet metal trade

Program Services

DescriptionGrantsExpenses
PROMOTION OF SHEET METAL TRAD--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA ROMEROAdministratorPT$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Ind Prom Res Educ Emp Trust
EIN
72-6029218
Phone
2259273930
Address
2061 BEAUMONT DRIVE, BATON ROUGE, LA 70806

Signing Officer

Name
Rita Romero
Title
Administrator
Phone
2259273930
Signed
2025-02-02
Discuss with paid preparer
No

Preparer

Firm
Greg a Kennedy CPA (apac)
Address
9456 JEFFERSON HIGHWAY SUITE D, BATON ROUGE, LA 70809
Preparer
Greg a Kennedy
Phone
2252925112
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone 3,495”

Form 990-EZ, Part I, Line 16, Other Expenses

“Depreciation 6,425”

Form 990-EZ, Part I, Line 16, Other Expenses

“INSURANCE 7,327”

Form 990-EZ, Part I, Line 16, Other Expenses

“OFFICE 5,776”

Form 990-EZ, Part I, Line 16, Other Expenses

“JANITORIAL 2,500”

Form 990-EZ, Part I, Line 20, Net Assets

“ROUNDING -1”

Raw XML Appendix124 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/PersonNm0RITA A ROMERO
IRS990EZ/BooksInCareOfDetail/PhoneNum02259273930
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02061 BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BATON ROUGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070806
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0137964
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121052
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23336
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03260
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0268312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0244975
IRS990EZ/GrossReceiptsAmt013645
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0130348
IRS990EZ/LandAndBuildingsGrp/EOYAmt0123923
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0268312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0244975
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0268312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0244975
IRS990EZ/OccupancyRentUtltsAndMaintAmt08198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RITA ROMERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADMINISTRATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt025523
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SHEET METAL TRADE
IRS990EZ/ProgramServiceRevenueAmt013645
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF SHEET METAL TRAD
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036981
IRS990EZ/TotalRevenueAmt013645
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt078777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0178821
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0178821
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013663
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09795
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078777
IRS990ScheduleA/Total509Grp/TotalAmt0178821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078777
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0178821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Telephone 3,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 6,425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 7,327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE 5,776
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JANITORIAL 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RITA ROMERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02259273930
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL IND PROM RES EDUC EMP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0726029218
ReturnHeader/Filer/PhoneNum02259273930
ReturnHeader/Filer/USAddress/AddressLine1Txt02061 BEAUMONT DRIVE
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070806
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721281217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREG A KENNEDY CPA (APAC)
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09456 JEFFERSON HIGHWAY SUITE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATON ROUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070809
ReturnHeader/PreparerPersonGrp/PhoneNum02252925112
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG A KENNEDY
ReturnHeader/ReturnTs02025-02-02T08:21:53-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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