Civic Intelligence

Sheet Metal Ind Prom Res Educ Emp Trust

990EZ • Fiscal year 2017 • EIN 72-6029218

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 28, 2018

Organization ProfileN/A
2061 Beaumont DriveBaton Rouge, LA 70806

(225) 927-3930

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

97th percentile

51%

Higher net margin than 97% of similar nonprofits.

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

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.

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

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

20th percentile

-8.9%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$223,846

Up $37,464 (+20%) from 2016

Net Assets

Up

$223,846

Up $37,464 (+20%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$73,635

Down $7,180 (-8.9%) from 2016

Expenses

Up

$36,171

Up $447 (+1.3%) from 2016

Net Income

Down

$37,464

Down $7,627 (-17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$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

2017

Assets$223,846
Liabilities-
Net Assets$223,846
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$73,635
Expenses$36,171
Net Income$37,464
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 28, 2018
Return Version
2017v2.3
Gross Receipts
$73,635
Mission and Program Overview

Mission

Promotion of sheet metal trade

Program Services

DescriptionGrantsExpenses
PROMOTION OF SHEET METAL TRAD--
Compensation and Service Providers
Top Officer Pay47th 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 a Romero
Title
Administrator
Signed
2018-08-28
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

“Equipment rental and maintenance 2,682”

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

“INSURANCE 1,987”

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

“OFFICE 8,979”

Form 990-EZ, Part II, Line 24, Other Assets

“CONTRIBUTIONS RECEIVABLE Beginning of year 6,151, End of year 3,900”

Raw XML Appendix134 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/BOYAmt0165361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0202207
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037464
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02575
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0186382
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0223846
IRS990EZ/GrossReceiptsAmt073635
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt014870
IRS990EZ/LandAndBuildingsGrp/EOYAmt017739
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt073635
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186382
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0223846
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186382
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0223846
IRS990EZ/OccupancyRentUtltsAndMaintAmt019948
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RITA ROMERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADMINISTRATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06151
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03900
IRS990EZ/OtherExpensesTotalAmt013648
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF SHEET METAL TRADE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF SHEET METAL TRAD
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036171
IRS990EZ/TotalRevenueAmt073635
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0418841
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt073635
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt080815
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt083906
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt093103
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt087382
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0418841
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0837682
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0147270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0161630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0167812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0186206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0174764
IRS990ScheduleA/Total509Grp/TotalAmt0837682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0147270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0161630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0167812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0186206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0174764
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0837682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Equipment rental and maintenance 2,682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 1,987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE 8,979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRIBUTIONS RECEIVABLE Beginning of year 6,151, End of year 3,900
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 II, Line 24, Other Assets
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RITA A ROMERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-28
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/FilingSecurityInformation/AtSubmissionCreationDeviceId053D4DC537118BFB0A83F0F6DD3576820782CFC98
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053D4DC537118BFB0A83F0F6DD3576820782CFC98
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.249.65.121
ReturnHeader/FilingSecurityInformation/IPDt02018-08-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm021:11:50
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/PreparationDt02018-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG A KENNEDY
ReturnHeader/ReturnTs02018-08-28T04:21:53-00:00
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
$223,846
Liabilities
-
Net assets
$223,846
Revenue
$73,635
Expenses
$36,171
Net income
$37,464
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