Civic Intelligence

Smart Local #124

990 • Fiscal year 2022 • EIN 73-0444862

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

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

69th percentile

0.05x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.06x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Net Margin

29th percentile

-1.3%

Higher net margin than 29% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$154,659

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

9.7%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,206,492

Down $187,157 (-13%) from 2021

Net Assets

Down

$1,148,771

Down $12,589 (-1.1%) from 2021

Liabilities

Down

$57,721

Down $174,568 (-75%) from 2021

Revenue

Up

$1,004,576

Up $88,500 (+9.7%) from 2021

Expenses

Up

$1,017,165

Up $27,357 (+2.8%) from 2021

Net Income

Up

-$12,589

Up $61,143 (+83%) from 2021

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

2022

Assets$1,206,492
Liabilities$57,721
Net Assets$1,148,771

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

2022

Revenue$1,004,576
Expenses$1,017,165
Net Income-$12,589
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$1,004,576
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$685,213$499,833▼ $185,380
Land, Buildings, and Equipment, Net$339,427$324,246▼ $15,181
Cash and Non-Interest-Bearing Accounts$288,815$290,686▲ $1,871
Accounts Receivable$63,647$74,378▲ $10,731
Prepaid Expenses and Deferred Charges$16,547$17,349▲ $802
Total Assets$1,393,649$1,206,492▼ $187,157
Liabilities
Accounts Payable and Accrued Expenses$219,429$44,575▼ $174,854
Other Liabilities$12,860$13,146▲ $286
Total Liabilities$232,289$57,721▼ $174,568
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$732,997$709,476▼ $23,521
Net Assets With Donor Restrictions$428,363$439,295▲ $10,932
Total Net Assets Fund Balance$1,161,360$1,148,771▼ $12,589
Total Liabilities and Net Assets / Fund Balance$1,393,649$1,206,492▼ $187,157

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$282,021$449,638$731,659
Land$42,225-$42,225
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry HovarterBusiness Mgr/financial SecFT$98,439$56,220$154,659
Mark HensleyVice-presidentFT$78,462$49,303$127,765
Gary L KirkExecutive BoardPT$1,442-$1,442
Neil D CosgroveRecording SecretaryPT$1,143-$1,143
Floyd WilliamsExecutive BoardPT$1,068-$1,068
Ashlee K BorenTrusteePT$1,068-$1,068

Board Members and Trustees

NameTitle
Leon ReavesPresident
Charles B Ritter JrTrustee
Chris B LloydTrustee
Michael L WatsonTrustee
Tyler R AllenConductor/warden
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$939,016
Investment Income
$4,185
Other Revenue
$61,375
Change in Net Assets
$-12,589

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,004,576
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,004,576
Total Revenue per Form 990
$1,004,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$575,639
Salaries, Compensation, and Employee Benefits$441,526
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---$284,785
Other Salaries and Wages---$98,627
Occupancy---$57,216
Fees for Services Accounting---$44,675
Travel---$44,365
Payroll Taxes---$22,371
Other Employee Benefits---$19,423
Office Expenses---$19,117
Other Expenses---$16,484
Pension Plan Contributions---$16,320
Depreciation Depletion---$15,182
All Other Expenses---$7,990
Conferences and Meetings---$4,996
Total Functional Expenses$0$0$0$1,017,165

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,017,165
Total Expenses per Audited Statements$1,017,165
Total Expenses per Form 990$1,017,165
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$13,146
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
2023-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry G Hovarter
Formed
1900
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
11
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 505 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/BOYAmt0219429
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt044575
IRS990/AccountsReceivableGrp/BOYAmt063647
IRS990/AccountsReceivableGrp/EOYAmt074378
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0UNION REPRESENTATION
IRS990/AllOtherExpensesGrp/TotalAmt07990
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0288815
IRS990/CashNonInterestBearingGrp/EOYAmt0290686
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0284785
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt04996
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04185
IRS990/CYOtherExpensesAmt0575639
IRS990/CYOtherRevenueAmt061375
IRS990/CYProgramServiceRevenueAmt0939016
IRS990/CYRevenuesLessExpensesAmt0-12589
IRS990/CYSalariesCompEmpBnftPaidAmt0441526
IRS990/CYTotalExpensesAmt01017165
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01004576
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt015182
IRS990/Desc0UNION REPRESENTATION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0428363
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0439295
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt044675
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt244.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt149303
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt256220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0LEON REAVES
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK HENSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2JERRY HOVARTER
IRS990/Form990PartVIISectionAGrp/PersonNm3FLOYD WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4NEIL D COSGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL L WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm6GARY L KIRK
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLES B RITTER JR
IRS990/Form990PartVIISectionAGrp/PersonNm8ASHLEE K BOREN
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRIS B LLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm10TYLER R ALLEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt178462
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt298439
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31068
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41143
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt61442
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt81068
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BUSINESS MGR/FINANCIAL SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CONDUCTOR/WARDEN
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01900
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01004576
IRS990/GroupExemptionNum00148
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04185
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04185
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0449638
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0339427
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0324246
IRS990/LandBldgEquipCostOrOtherBssAmt0773884
IRS990/LegalDomicileStateCd0OK
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/NetAssetsOrFundBalancesBOYAmt01161360
IRS990/NetAssetsOrFundBalancesEOYAmt01148771
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0732997
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0709476
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt057216
IRS990/OfficeExpensesGrp/TotalAmt019117
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019423
IRS990/OtherExpensesGrp/Desc0GRANTS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3PER CAPITA TAX
IRS990/OtherExpensesGrp/TotalAmt0327122
IRS990/OtherExpensesGrp/TotalAmt121261
IRS990/OtherExpensesGrp/TotalAmt217231
IRS990/OtherExpensesGrp/TotalAmt316484
IRS990/OtherLiabilitiesGrp/BOYAmt012860
IRS990/OtherLiabilitiesGrp/EOYAmt013146
IRS990/OtherOrganizationDsc0LABOR UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ORGANIZING SUBSIDY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt061375
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt061375
IRS990/OtherRevenueTotalAmt061375
IRS990/OtherSalariesAndWagesGrp/TotalAmt098627
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt022371
IRS990/PensionPlanContributionsGrp/TotalAmt016320
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016547
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017349
IRS990/PrincipalOfficerNm0JERRY G HOVARTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0UNION DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0939016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0939016
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04437
IRS990/PYOtherExpensesAmt0553165
IRS990/PYOtherRevenueAmt060122
IRS990/PYProgramServiceRevenueAmt0851517
IRS990/PYRevenuesLessExpensesAmt0-73732
IRS990/PYSalariesCompEmpBnftPaidAmt0436643
IRS990/PYTotalExpensesAmt0989808
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0916076
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-12589
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0685213
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0499833
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01017165
IRS990ScheduleD/LandGrp/BookValueAmt042225
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt042225
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0282021
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0449638
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0731659
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013146
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUES RECEIVED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01004576
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0324246
IRS990ScheduleD/TotalExpensesPerForm990Amt01017165
IRS990ScheduleD/TotalLiabilityAmt013146
IRS990ScheduleD/TotalRevenuePerForm990Amt01004576
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01004576
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01017165
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt098439
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt056220
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JERRY HOVARTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0BUSINESS MGR/FINANCIAL SEC
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0154659
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OK

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)5 • $1M-$5M nonprofits