Civic Intelligence

Smart Local #124

990 • Fiscal year 2018 • EIN 73-0444862

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 18, 2019

3800 N W 36th StreetOklahoma City, OK 73112

(405) 232-1453

Siviq Scores

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

Liabilities / Assets

76th percentile

0.11x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.12x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

88th percentile

27%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$130,612

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

95th percentile

44%

Faster asset growth than 95% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

43%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,414,789

Up $433,396 (+44%) from 2017

Net Assets

Up

$1,264,997

Up $334,925 (+36%) from 2017

Liabilities

Up

$149,792

Up $98,471 (+192%) from 2017

Revenue

Up

$1,228,841

Up $367,044 (+43%) from 2017

Expenses

Up

$893,916

Up $86,010 (+11%) from 2017

Net Income

Up

$334,925

Up $281,034 (+521%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,713,314Liabilities 2011: $121,008Net Assets 2011: $1,592,3062011Assets 2012: $1,555,389Liabilities 2012: $65,132Net Assets 2012: $1,490,2572012Assets 2013: $1,280,072Liabilities 2013: $73,740Net Assets 2013: $1,206,3322013Assets 2014: $1,144,544Liabilities 2014: $52,469Net Assets 2014: $1,092,0752014Assets 2015: $1,353,668Liabilities 2015: $76,080Net Assets 2015: $1,277,5882015Assets 2016: $1,018,486Liabilities 2016: $142,305Net Assets 2016: $876,1812016Assets 2017: $981,393Liabilities 2017: $51,321Net Assets 2017: $930,0722017Assets 2018: $1,414,789Liabilities 2018: $149,792Net Assets 2018: $1,264,9972018Assets 2019: $1,350,535Liabilities 2019: $72,480Net Assets 2019: $1,278,0552019Assets 2020: $1,426,230Liabilities 2020: $191,138Net Assets 2020: $1,235,0922020Assets 2021: $1,393,649Liabilities 2021: $232,289Net Assets 2021: $1,161,3602021Assets 2022: $1,206,492Liabilities 2022: $57,721Net Assets 2022: $1,148,7712022Assets 2023: $1,447,483Liabilities 2023: $97,068Net Assets 2023: $1,350,4152023Assets 2024: $1,632,598Liabilities 2024: $104,944Net Assets 2024: $1,527,6542024

Highlighted filing

2018

Assets$1,414,789
Liabilities$149,792
Net Assets$1,264,997

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,150,479Expenses 2011: $1,064,897Net Income 2011: $85,5822011Expenses 2012: $1,008,9102012Revenue 2013: $935,159Expenses 2013: $1,219,082Net Income 2013: -$283,9232013Revenue 2014: $759,246Expenses 2014: $873,503Net Income 2014: -$114,2572014Revenue 2015: $787,588Expenses 2015: $602,075Net Income 2015: $185,5132015Revenue 2016: $805,141Expenses 2016: $1,206,548Net Income 2016: -$401,4072016Revenue 2017: $861,797Expenses 2017: $807,906Net Income 2017: $53,8912017Revenue 2018: $1,228,841Expenses 2018: $893,916Net Income 2018: $334,9252018Revenue 2019: $1,050,418Expenses 2019: $1,037,360Net Income 2019: $13,0582019Revenue 2020: $990,910Expenses 2020: $1,033,873Net Income 2020: -$42,9632020Revenue 2021: $916,076Expenses 2021: $989,808Net Income 2021: -$73,7322021Revenue 2022: $1,004,576Expenses 2022: $1,017,165Net Income 2022: -$12,5892022Revenue 2023: $1,099,904Expenses 2023: $898,260Net Income 2023: $201,6442023Revenue 2024: $1,249,208Expenses 2024: $1,071,969Net Income 2024: $177,2392024

Highlighted filing

2018

Revenue$1,228,841
Expenses$893,916
Net Income$334,925
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 18, 2019
Return Version
2018v3.1
Gross Receipts
$1,228,841
Mission and Program Overview

Mission

Realizing the advantage and necessity of cooperative effort properly and legally directed to fully develop and demonstrate the possibilities of our trade in the various fields of industry and to protect our rights in connection therewith, we hereby pledge our united efforts and support as members of the sheet metal, air, rail and transportaion workers' international association to the accomplishment of said purpose.

UNION REPRESENTATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$343,385$541,433▲ $198,048
Land, Buildings, and Equipment, Net$382,116$433,785▲ $51,669
Cash and Non-Interest-Bearing Accounts$161,361$350,265▲ $188,904
Accounts Receivable$85,225$77,157▼ $8,068
Prepaid Expenses and Deferred Charges$9,306$12,149▲ $2,843
Total Assets$981,393$1,414,789▲ $433,396
Liabilities
Accounts Payable and Accrued Expenses$36,042$134,032▲ $97,990
Other Liabilities$15,279$15,760▲ $481
Total Liabilities$51,321$149,792▲ $98,471
Net Assets / Fund Balance
Unrestricted Net Assets$503,296$714,452▲ $211,156
Temporarily Rstr Net Assets$426,776$550,545▲ $123,769
Total Net Assets Fund Balance$930,072$1,264,997▲ $334,925
Total Liabilities and Net Assets / Fund Balance$981,393$1,414,789▲ $433,396

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$391,560$323,711$715,271
Land$42,225-$42,225
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry HovarterBusiness Mgr/financial SecFT$82,054$48,558$130,612
Mark HensleyExecutive BoardFT$73,124$46,888$120,012
Neil D CosgroveTrusteePT$268-$268
Michael L WatsonTrusteePT$117-$117
Michael R CalvertConductor/warden/trusteePT$47-$47
Charles B Ritter JrTrusteePT$32-$32

Board Members and Trustees

NameTitle
Robert E DemechkoPresident
Leon ReavesVice-president
Gary L KirkExecutive Board
Joshua M AustinExecutive Board
Billy P BrooksTrustee
Floyd WilliamsTrustee
Ashlee K BorenConductor/warden
Willie J PottsRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,142,034
Investment Income
$30,059
Other Revenue
$56,748
Change in Net Assets
$334,925

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,228,841
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,228,841
Total Revenue per Form 990
$1,228,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$515,074
Salaries, Compensation, and Employee Benefits$378,842
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$254,306
Other Salaries and Wages---$75,150
Occupancy---$65,414
Travel---$35,697
Fees for Services Accounting---$34,685
Depreciation Depletion---$34,351
Office Expenses---$26,452
Payroll Taxes---$20,477
Other Employee Benefits---$19,781
Pension Plan Contributions---$9,128
Other Expenses---$9,094
All Other Expenses---$8,985
Conferences and Meetings---$7,992
Fees for Services Legal---$3,991
Total Functional Expenses$0$0$0$893,916

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$893,916
Total Expenses per Audited Statements$893,916
Total Expenses per Form 990$893,916
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Dues Received in Advance$15,760
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

All members of the organization are allowed to vote for members of the governing body.

Form 990, Part VI, Section A, Line 7B

All significant decisions made by the governing body are subject to review by the full body of union members at monthly meetings.

Form 990, Part VI, Section B, Line 11B

The financial secretary/business manager, a member of the governing body, is responsible for all compliance reporting and reviews form 990 before it is filed.

Form 990, Part VI, Section B, Line 12C

All employees are covered. Determination and review is performed at the governing board level.

Form 990, Part VI, Section B, Line 15B

The organization's officers salary is voted on by the membership.

Form 990, Part VI, Section C, Line 19

The 990 is posted on guidestar.com by the irs to which the public has access. The form 990 is available for inspection upon on request.

Filing and Contact Details

Filer

Filer Name
SMART LOCAL #124
EIN
73-0444862
Phone
4052321453
Address
3800 N W 36TH STREET, OKLAHOMA CITY, OK 73112

Signing Officer

Name
Jerry G Hovarter
Title
Business Manager
Phone
4052321453
Signed
2019-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry G Hovarter
Formed
1900
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
14
Employees
8
Volunteers
0

Preparer

Firm
Smith Carney & Co Pc
Address
5100 N BROOKLINE SUITE 1000, OKLAHOMA CITY, OK 73112-3627
Preparer
Edward W Granger
Phone
4052721040
Raw XML AppendixShowing 400 of 514 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036042
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0134032
IRS990/AccountsReceivableGrp/BOYAmt085225
IRS990/AccountsReceivableGrp/EOYAmt077157
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0UNION REPRESENTATION
IRS990/AllOtherExpensesGrp/TotalAmt08985
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04052321453
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03800 N W 36TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073112
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0161361
IRS990/CashNonInterestBearingGrp/EOYAmt0350265
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0254306
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt07992
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030059
IRS990/CYOtherExpensesAmt0515074
IRS990/CYOtherRevenueAmt056748
IRS990/CYProgramServiceRevenueAmt01142034
IRS990/CYRevenuesLessExpensesAmt0334925
IRS990/CYSalariesCompEmpBnftPaidAmt0378842
IRS990/CYTotalExpensesAmt0893916
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01228841
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt034351
IRS990/Desc0UNION REPRESENTATION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt034685
IRS990/FeesForServicesLegalGrp/TotalAmt03991
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt444.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt544.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt446888
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt548558
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT E DEMECHKO
IRS990/Form990PartVIISectionAGrp/PersonNm1LEON REAVES
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIE J POTTS
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSHUA M AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK HENSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JERRY HOVARTER
IRS990/Form990PartVIISectionAGrp/PersonNm6BILLY P BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL L WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm8FLOYD WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm9NEIL D COSGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL R CALVERT
IRS990/Form990PartVIISectionAGrp/PersonNm11GARY L KIRK
IRS990/Form990PartVIISectionAGrp/PersonNm12CHARLES B RITTER JR
IRS990/Form990PartVIISectionAGrp/PersonNm13ASHLEE K BOREN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt473124
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt582054
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7117
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9268
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1047
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1232
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt5BUSINESS MGR/FINANCIAL SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CONDUCTOR/WARDEN/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13CONDUCTOR/WARDEN
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01900
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt024000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt024000
IRS990/GrossReceiptsAmt01228841
IRS990/GroupExemptionNum00148
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt06059
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06059
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0323711
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0382116
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0433785
IRS990/LandBldgEquipCostOrOtherBssAmt0757496
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0REALIZING THE ADVANTAGE AND NECESSITY OF COOPERATIVE EFFORT PROPERLY AND LEGALLY DIRECTED TO FULLY DEVELOP AND DEMONSTRATE THE POSSIBILITIES OF OUR TRADE IN THE VARIOUS FIELDS OF INDUSTRY AND TO PROTECT OUR RIGHTS IN CONNECTION THEREWITH, WE HEREBY PLEDGE OUR UNITED EFFORTS AND SUPPORT AS MEMBERS OF THE SHEET METAL, AIR, RAIL AND TRANSPORTAION WORKERS' INTERNATIONAL ASSOCIATION TO THE ACCOMPLISHMENT OF SAID PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0930072
IRS990/NetAssetsOrFundBalancesEOYAmt01264997
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt065414
IRS990/OfficeExpensesGrp/TotalAmt026452
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019781
IRS990/OtherExpensesGrp/Desc0GRANTS
IRS990/OtherExpensesGrp/Desc1PER CAPITA TAX
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0256951
IRS990/OtherExpensesGrp/TotalAmt115898
IRS990/OtherExpensesGrp/TotalAmt215564
IRS990/OtherExpensesGrp/TotalAmt39094
IRS990/OtherLiabilitiesGrp/BOYAmt015279
IRS990/OtherLiabilitiesGrp/EOYAmt015760
IRS990/OtherOrganizationDsc0LABOR UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ORGANIZING SUBSIDY
IRS990/OtherRevenueMiscGrp/ExclusionAmt056748
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056748
IRS990/OtherRevenueTotalAmt056748
IRS990/OtherSalariesAndWagesGrp/TotalAmt075150
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt020477
IRS990/PensionPlanContributionsGrp/TotalAmt09128
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09306
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012149
IRS990/PrincipalOfficerNm0JERRY G HOVARTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0UNION DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01142034
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01142034
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05435
IRS990/PYOtherExpensesAmt0442548
IRS990/PYOtherRevenueAmt056052
IRS990/PYProgramServiceRevenueAmt0800310
IRS990/PYRevenuesLessExpensesAmt053891
IRS990/PYSalariesCompEmpBnftPaidAmt0365358
IRS990/PYTotalExpensesAmt0807906
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0861797
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0334925
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0343385
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0541433
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0893916
IRS990ScheduleD/LandGrp/BookValueAmt042225
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt042225
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0391560
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0323711
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0715271
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015760
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUES RECEIVED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01228841
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0433785
IRS990ScheduleD/TotalExpensesPerForm990Amt0893916
IRS990ScheduleD/TotalLiabilityAmt015760
IRS990ScheduleD/TotalRevenuePerForm990Amt01228841
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01228841
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0893916
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF THE ORGANIZATION ARE ALLOWED TO VOTE FOR MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL SIGNIFICANT DECISIONS MADE BY THE GOVERNING BODY ARE SUBJECT TO REVIEW BY THE FULL BODY OF UNION MEMBERS AT MONTHLY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL SECRETARY/BUSINESS MANAGER, A MEMBER OF THE GOVERNING BODY, IS RESPONSIBLE FOR ALL COMPLIANCE REPORTING AND REVIEWS FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL EMPLOYEES ARE COVERED. DETERMINATION AND REVIEW IS PERFORMED AT THE GOVERNING BOARD LEVEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S OFFICERS SALARY IS VOTED ON BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 990 IS POSTED ON GUIDESTAR.COM BY THE IRS TO WHICH THE PUBLIC HAS ACCESS. THE FORM 990 IS AVAILABLE FOR INSPECTION UPON ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0TRUSTEE GROUP IN ACCORDANCE WITH UNION CONTRACT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1FRINGE BENEFIT TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2PENSION TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3PENSION TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4PENSION TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5FRINGE BENEFIT TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6PENSION TRUSTEES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS JOINT APPRENTICESHIP TRAINING COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS VACATION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WORKERS NATIONAL PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SHEET METAL WORKERS LOCAL #124 SUPPLEMENTAL PENSION FUND (2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SHEET METAL WORKERS LOCAL #124 PENSION FUND (1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5LYLE HUGHART WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6SHEET METAL WORKERS LOCAL #124 COUNCILS PENSION FUND (1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0730765383
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1736101985
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2526112463
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3736145795
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4736145795
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5736094616
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6536001972
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5106
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRUST FORMED BY UNION CONTRACT BETWEEN THE UNION & CONTRACTORS FOR TRAINING.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5ACCIDENT & HEALTH BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03909 WILLOW SPRINGS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13800 NW 36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt23800 NW 36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt33800 NW 36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt43800 NW 36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt53800 NW 36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt63800 NW 36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm6OKLAHOMA CITY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.10$1.53$1.25$1.07$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.10$1.35$1.10$0.90$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.06$1.15$1.00$1.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.23$1.16$0.92$0.99$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.19$1.24$0.99$1.03$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.07$1.28$1.05$1.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.15$1.26$1.23$0.89$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.05$0.93$0.86$0.81$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.14$0.88$0.81$1.21$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.08$1.28$0.79$0.60$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.05$1.09$0.76$0.87$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.07$1.21$0.94$1.22$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.07$1.49$1.01
2011Summary only. Only limited summary data is available for this year.$1.71$0.12$1.59$1.15$1.06$0.09