Civic Intelligence

Sheet Metal Workers Local 361 Apprenticeship

990 • Fiscal year 2014 • EIN 72-6034161

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 25, 2015

Organization ProfileN/A
2041 Beaumont Ave70806

(225) 927-4066

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

90th percentile

28%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

93rd percentile

$71,656

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 98.3% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

5.1%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-29%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Flat

$423,490

Flat from 2014

Net Assets

Flat

$423,490

Flat from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin90th percentile

Revenue

Flat

$72,864

Flat from 2014

Expenses

Flat

$52,198

Flat from 2014

Net Income

Flat

$20,666

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0Assets 2012: $591,879Liabilities 2012: $0Net Assets 2012: $591,8792012Assets 2013: $402,824Liabilities 2013: $0Net Assets 2013: $402,8242013Assets 2014: $423,490Liabilities 2014: $0Net Assets 2014: $423,4902014Assets 2014: $423,490Liabilities 2014: $0Net Assets 2014: $423,4902014Assets 2015: $447,327Liabilities 2015: $0Net Assets 2015: $447,3272015Assets 2016: $718,486Liabilities 2016: $313,315Net Assets 2016: $405,1712016Assets 2017: $599,456Liabilities 2017: $310,797Net Assets 2017: $288,6592017Assets 2018: $534,481Liabilities 2018: $300,105Net Assets 2018: $234,3762018Assets 2019: $486,971Liabilities 2019: $289,118Net Assets 2019: $197,8532019Assets 2020: $459,489Liabilities 2020: $277,519Net Assets 2020: $181,9702020Assets 2021: $448,836Liabilities 2021: $265,460Net Assets 2021: $183,3762021Assets 2022: $424,319Liabilities 2022: $252,517Net Assets 2022: $171,8022022Assets 2023: $394,367Liabilities 2023: $224,997Net Assets 2023: $169,3702023Assets 2024: $378,534Liabilities 2024: $195,145Net Assets 2024: $183,3892024

Highlighted filing

2014

Assets$423,490
Liabilities$0
Net Assets$423,490
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$200K$100K$0-$100KRevenue 2012: $145,441Expenses 2012: $62,877Net Income 2012: $82,5642012Expenses 2013: $49,1232013Revenue 2014: $72,864Expenses 2014: $52,198Net Income 2014: $20,6662014Revenue 2014: $72,864Expenses 2014: $52,198Net Income 2014: $20,6662014Revenue 2015: $58,969Expenses 2015: $36,632Net Income 2015: $22,3372015Revenue 2016: $60,057Expenses 2016: $102,213Net Income 2016: -$42,1562016Revenue 2017: $85,280Expenses 2017: $162,581Net Income 2017: -$77,3012017Revenue 2018: $69,323Expenses 2018: $123,606Net Income 2018: -$54,2832018Revenue 2019: $84,034Expenses 2019: $120,557Net Income 2019: -$36,5232019Revenue 2020: $91,425Expenses 2020: $107,308Net Income 2020: -$15,8832020Revenue 2021: $97,910Expenses 2021: $124,704Net Income 2021: -$26,7942021Revenue 2022: $106,868Expenses 2022: $118,442Net Income 2022: -$11,5742022Revenue 2023: $112,488Expenses 2023: $114,920Net Income 2023: -$2,4322023Revenue 2024: $115,806Expenses 2024: $101,787Net Income 2024: $14,0192024

Highlighted filing

2014

Revenue$72,864
Expenses$52,198
Net Income$20,666
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 25, 2015
Return Version
2013v4.0
Gross Receipts
$72,864
Mission and Program Overview

Mission

To provide sheet metal training to members and apprentices by trained faculty teaching an approved curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$184,648$265,338▲ $80,690
Land, Buildings, and Equipment, Net$142,030$143,360▲ $1,330
Cash and Non-Interest-Bearing Accounts$76,146$14,791▼ $61,355
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$402,824$423,490▲ $20,666
Other Assets Total-$1-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$402,824$423,490▲ $20,666
Total Net Assets Fund Balance$402,824$423,490▲ $20,666
Total Liabilities and Net Assets / Fund Balance$402,824$423,490▲ $20,666

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$73,500-$73,500
Equipment$60,657-$60,657
Other Land Buildings$9,203-$9,203
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleOtherTotal
Donald LacroixTrustee$71,656$71,656

Board Members and Trustees

NameTitle
Billy AltonTrustee
Chris ScarlettTrustee
Danny SimonTrustee
George Taylor JrTrustee
Randy HollowellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$72,174
Investment Income
$690
Other Revenue
$0
Change in Net Assets
$20,666

Audited Revenue Reconciliation

Revenue per Audited Statements
$72,864
Total Revenue per Audited Statements
$72,864
Total Revenue per Form 990
$72,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,198
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$29,245
Fees for Services Accounting---$2,877
Fees for Services Other---$2,500
Fees for Services Management---$1,800
Insurance---$1,794
Office Expenses---$972
Occupancy---$822
Other Expenses---$36
Total Functional Expenses$0$0$0$52,198

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$52,198
Total Expenses per Audited Statements$52,198
Total Expenses per Form 990$52,198
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The eligible members of this organization are those eligible members who are covered by the collective bargaining agreements in force between the representated sheet metal workers local union 214 in louisiana and the participating employers who employ those members.the organization is operated by a board of trustees who are members of the organization authorized to operate this multi-employer plan.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A certified public accounting firm is retained to prepare the annual irs form 990. The cpa firm provides a copy of the completed form to the board of trustees for their review and approval.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request by any party, the education fund is required by federal law to make a copy of the filed tax returns available.”

Filing and Contact Details

Filer

EIN
72-6034161
Phone
2259274066

Signing Officer

Name
Donald Lacroix
Title
Trustee
Signed
2015-03-25
Discuss with paid preparer
Yes

Organization Details

Formed
1937
Legal Domicile
La
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Preparer
Ted a Soileau
Phone
2257667910
Raw XML Appendix386 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ELIGIBLE MEMBERS OF THIS ORGANIZATION ARE THOSE ELIGIBLE MEMBERS WHO ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS IN FORCE BETWEEN THE REPRESENTATED SHEET METAL WORKERS LOCAL UNION 214 IN LOUISIANA AND THE PARTICIPATING EMPLOYERS WHO EMPLOY THOSE MEMBERS.THE ORGANIZATION IS OPERATED BY A BOARD OF TRUSTEES WHO ARE MEMBERS OF THE ORGANIZATION AUTHORIZED TO OPERATE THIS MULTI-EMPLOYER PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A CERTIFIED PUBLIC ACCOUNTING FIRM IS RETAINED TO PREPARE THE ANNUAL IRS FORM 990. THE CPA FIRM PROVIDES A COPY OF THE COMPLETED FORM TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST BY ANY PARTY, THE EDUCATION FUND IS REQUIRED BY FEDERAL LAW TO MAKE A COPY OF THE FILED TAX RETURNS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SMW INTL ASSC LU 21 BR EDUCATIONAL TRUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11Sheet Metal Workers Local Hall
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0720726707
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1720339361
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0APPTENTICESHIP TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PARENT UNION HALL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102061 BEAUMONT DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine112041 Beaumont Dr
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0BATON ROUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1Baton Rouge
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode070806
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode170806
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt029246
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10Sheet Metal Workers Local Hall
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0402824
IRS990/TotalAssetsEOYAmt0423490
IRS990/TotalAssetsGrp/BOYAmt0402824
IRS990/TotalAssetsGrp/EOYAmt0423490
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt052198
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0402824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0423490
IRS990/TotalOtherCompensationAmt030945
IRS990/TotalProgramServiceRevenueAmt072174
IRS990/TotalRevenueGrp/ExclusionAmt0690
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072174
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072864
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0402824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0423490
IRS990/TotReportableCompRltdOrgAmt040711
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0402824
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0423490
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LACROIX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHEET METAL WORKERS LOCAL 361
ReturnHeader/Filer/BusinessName/BusinessNameLine20APPRENTICESHIP
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0726034161
ReturnHeader/Filer/PhoneNum02259274066
ReturnHeader/Filer/USAddress/AddressLine102041 BEAUMONT AVE
ReturnHeader/Filer/USAddress/City0BATON ROUGE
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode070806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TED SOILEAU CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102133 Silverside Dr Ste C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Baton Rouge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode070808
ReturnHeader/PreparerPersonGrp/PhoneNum02257667910
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TED A SOILEAU
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-25T17:11:54-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$423,490
Liabilities
$0
Net assets
$423,490
Revenue
$72,864
Expenses
$52,198
Net income
$20,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$1.95$1.83$1.16$1.02$0.14
2023Summary only. Only limited summary data is available for this year.$3.94$2.25$1.69$1.12$1.15$0.02
2022Summary only. Only limited summary data is available for this year.$4.24$2.53$1.72$1.07$1.18$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$2.65$1.83$0.98$1.25$0.27
2020Summary only. Only limited summary data is available for this year.$4.59$2.78$1.82$0.91$1.07$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$2.89$1.98$0.84$1.21$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$3.00$2.34$0.69$1.24$0.54
2017Summary only. Only limited summary data is available for this year.$5.99$3.11$2.89$0.85$1.63$0.77
2016Summary only. Only limited summary data is available for this year.$7.18$3.13$4.05$0.60$1.02$0.42
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.59$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.73$0.52$0.21
2014Summary only. Only limited summary data is available for this year.$4.23$0.00$4.23$0.73$0.52$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.00$4.03$0.49
2012Summary only. Only limited summary data is available for this year.$5.92$0.00$5.92$1.45$0.63$0.83