Civic Intelligence

Sheet Metal Workers Local 361 Apprenticeship

990 • Fiscal year 2017 • EIN 72-6034161

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 06, 2018

Organization ProfileN/A
2041 Beaumont AveBaton Rouge, LA 70806

(225) 927-4066

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$599,456

Flat from 2017

Net Assets

Flat

$288,659

Flat from 2017

Liabilities

Flat

$310,797

Flat from 2017

Revenue And Expenses

Revenue

Flat

$85,280

Flat from 2017

Expenses

Flat

$162,581

Flat from 2017

Net Income

Flat

-$77,301

Flat from 2017

Historical Trend

Balance Sheet Trend

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 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 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

2017

Assets$599,456
Liabilities$310,797
Net Assets$288,659
Open 2017 Filing

Operations Trend

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 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 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

2017

Revenue$85,280
Expenses$162,581
Net Income-$77,301
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 6, 2018
Return Version
2016v3.1
Gross Receipts
$85,280
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$564,048$524,389▼ $39,659
Savings and Temporary Cash Investments$113,616$0▼ $113,616
Cash and Non-Interest-Bearing Accounts$40,822$75,067▲ $34,245
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$718,486$599,456▼ $119,030
Other Assets Total$0$0→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$313,315$310,797▼ $2,518
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$313,315$310,797▼ $2,518
Net Assets / Fund Balance
Unrestricted Net Assets$405,171$288,659▼ $116,512
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$405,171$288,659▼ $116,512
Total Liabilities and Net Assets / Fund Balance$718,486$599,456▼ $119,030

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$411,413$25,387$436,800
Equipment$112,052$12,494$124,546
Other Land Buildings$924$32$956
Compensation and Service Providers

Board Members and Trustees

NameTitle
Billy AtlonTrustee
Chris ScarlettTrustee
Damien SalassiTrustee
Danny SimonTrustee
George Taylor JrTrustee
Jackie RichardsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$65,662
Investment Income
$0
Other Revenue
$19,618
Change in Net Assets
$-77,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,581
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
Depreciation Depletion---$27,600
Payments to Affiliates---$25,300
Interest---$18,452
Office Expenses---$15,508
Insurance---$13,875
All Other Expenses---$5,444
Fees for Services Accounting---$4,740
Other Expenses---$1,132
Occupancy---$776
Fees for Services Other---$500
Total Functional Expenses$0$0$0$162,581
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
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 361 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 7A-how Members or Shareholders Elect Governing Body

“The governing body is a board of trustees who operate this multi-employer plan pursuant to the structures of the erisa and the taft-hartley act. The trust agreement by virtue of which the organization was created and operates provides for appointment of employer trustees by current employer trustees, and union trustees by various union organizations. It is the duty of the board of trustees to oversee operations of the plan, setting policies and procedures for payment of benefits to participants who work under terms of collective bargaining agreements.”

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

Filer Name
Sheet Metal Workers Local 361 Apprenticeship
EIN
72-6034161
In Care Of
% RITA ROMERO
Phone
2259274066
Address
2041 BEAUMONT AVE, BATON ROUGE, LA 70806

Signing Officer

Name
Damien Salassi
Title
Trustee
Phone
2259273930
Signed
2018-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Damien Salassi
Formed
1937
Legal Domicile
La
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Ted Soileau CPA LLC
Address
2133 SILVERSIDE DR STE C, BATON ROUGE, LA 70808
Preparer
Ted a Soileau CPA
Phone
2257667910
Supplemental Narrative

Additional Explanations

Form 990, Part IV, 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 chairman for his review and approval.”

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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113616
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0411413
IRS990ScheduleD/BuildingsGrp/DepreciationAmt025387
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0436800
IRS990ScheduleD/EquipmentGrp/BookValueAmt0112052
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012494
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0124546
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0924
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt032
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0956
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0524389
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 361 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/ExplanationTxt1THE GOVERNING BODY IS A BOARD OF TRUSTEES WHO OPERATE THIS MULTI-EMPLOYER PLAN PURSUANT TO THE STRUCTURES OF THE ERISA AND THE TAFT-HARTLEY ACT. THE TRUST AGREEMENT BY VIRTUE OF WHICH THE ORGANIZATION WAS CREATED AND OPERATES PROVIDES FOR APPOINTMENT OF EMPLOYER TRUSTEES BY CURRENT EMPLOYER TRUSTEES, AND UNION TRUSTEES BY VARIOUS UNION ORGANIZATIONS. IT IS THE DUTY OF THE BOARD OF TRUSTEES TO OVERSEE OPERATIONS OF THE PLAN, SETTING POLICIES AND PROCEDURES FOR PAYMENT OF BENEFITS TO PARTICIPANTS WHO WORK UNDER TERMS OF COLLECTIVE BARGAINING AGREEMENTS.
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/ExplanationTxt3A 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 CHAIRMAN FOR HIS REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 6-EXPLANATION OF CLASSES OF MEMBERS OR SHAREHOLDER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI,LINE 7A-HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 19-OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IV, LINE 11B-FORM 990 REVIEW PROCESS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SMW INT'L ASSC LU 21 BR EDUCATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS LOCAL HALL 214
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0720726707
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1720339361
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0APP. TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PARENT UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02061 BEAUMONT DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12041 BEAUMONT DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BATON ROUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BATON ROUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd070806
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd170806
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt027300
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SHEET METAL WORKERS 21 EDUCATIONAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0LA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0718486
IRS990/TotalAssetsEOYAmt0599456
IRS990/TotalAssetsGrp/BOYAmt0718486
IRS990/TotalAssetsGrp/EOYAmt0599456
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0162581
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0313315
IRS990/TotalLiabilitiesEOYAmt0310797
IRS990/TotalLiabilitiesGrp/BOYAmt0313315
IRS990/TotalLiabilitiesGrp/EOYAmt0310797
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0405171
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0288659
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt065662
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067280
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085280
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0718486
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0599456
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0405171
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0288659
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BATON ROUGE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070806
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAMIEN SALASSI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02259273930
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 361 APPRENTICESHIP
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0726034161
ReturnHeader/Filer/InCareOfNm0% RITA ROMERO
ReturnHeader/Filer/PhoneNum02259274066
ReturnHeader/Filer/USAddress/AddressLine1Txt02041 BEAUMONT AVE
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
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ReturnHeader/Filer/USAddress/ZIPCd070806
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$599,456
Liabilities
$310,797
Net assets
$288,659
Revenue
$85,280
Expenses
$162,581
Net income
-$77,301
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
2017Detailed filing. Detailed filing data is available for this year.$5.99$3.11$2.89$0.85$1.63$0.77
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
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