Civic Intelligence

Smart Local #124

990 • Fiscal year 2023 • EIN 73-0444862

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 18, 2024

Organization ProfileN/A
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

73rd percentile

0.07x

Higher debt load relative to assets than 73% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.09x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$159,067

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

9.5%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,447,483

Up $240,991 (+20%) from 2022

Net Assets

Up

$1,350,415

Up $201,644 (+18%) from 2022

Liabilities

Up

$97,068

Up $39,347 (+68%) from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin78th percentile

Revenue

Up

$1,099,904

Up $95,328 (+9.5%) from 2022

Expenses

Down

$898,260

Down $118,905 (-12%) from 2022

Net Income

Up

$201,644

Up $214,233 (+1702%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

2023

Assets$1,447,483
Liabilities$97,068
Net Assets$1,350,415
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

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

2023

Revenue$1,099,904
Expenses$898,260
Net Income$201,644
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 18, 2024
Return Version
2023v5.0
Gross Receipts
$1,099,904
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$499,833$778,193▲ $278,360
Land, Buildings, and Equipment, Net$324,246$344,761▲ $20,515
Cash and Non-Interest-Bearing Accounts$290,686$222,578▼ $68,108
Accounts Receivable$74,378$86,628▲ $12,250
Prepaid Expenses and Deferred Charges$17,349$15,323▼ $2,026
Total Assets$1,206,492$1,447,483▲ $240,991
Liabilities
Accounts Payable and Accrued Expenses$44,575$82,854▲ $38,279
Other Liabilities$13,146$14,214▲ $1,068
Total Liabilities$57,721$97,068▲ $39,347
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$709,476$716,522▲ $7,046
Net Assets With Donor Restrictions$439,295$633,893▲ $194,598
Total Net Assets Fund Balance$1,148,771$1,350,415▲ $201,644
Total Liabilities and Net Assets / Fund Balance$1,206,492$1,447,483▲ $240,991

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$302,536$466,141$768,677
Land$42,225-$42,225
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry HovarterBusiness Mgr/financial SecFT$101,365$57,702$159,067
Mark HensleyVice-presidentFT$52,538$38,659$91,197
Leon ReavesPresidentPT$3,017-$3,017
Chris B LloydTrusteePT$2,943-$2,943
Michael L WatsonTrusteePT$2,764-$2,764
Floyd WilliamsExecutive BoardPT$2,646-$2,646
Thomas G JonesOfficerPT$339-$339
Tyler R AllenConductor WardenPT$298-$298
Charles B Ritter JrTrusteePT$38-$38

Board Members and Trustees

NameTitle
Gary L KirkExecutive Board
Ashlee K BorenTrustee
Neil D CosgroveRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,046,486
Investment Income
$11,891
Other Revenue
$41,527
Change in Net Assets
$201,644

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,099,904
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,099,904
Total Revenue per Form 990
$1,099,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$480,785
Salaries, Compensation, and Employee Benefits$417,475
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---$264,739
Other Salaries and Wages---$96,301
Occupancy---$68,817
Fees for Services Accounting---$35,025
Travel---$30,878
Office Expenses---$25,260
Other Employee Benefits---$22,967
Payroll Taxes---$21,457
Other Expenses---$17,828
Depreciation Depletion---$17,806
Pension Plan Contributions---$12,011
All Other Expenses---$10,647
Fees for Services Legal---$10,053
Conferences and Meetings---$1,820
Total Functional Expenses$0$0$0$898,260

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$898,260
Total Expenses per Audited Statements$898,260
Total Expenses per Form 990$898,260
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$14,214
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
2024-04-18
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
11
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 513 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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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.
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt041527
IRS990/OtherRevenueTotalAmt041527
IRS990/OtherSalariesAndWagesGrp/TotalAmt096301
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt021457
IRS990/PensionPlanContributionsGrp/TotalAmt012011
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017349
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015323
IRS990/PrincipalOfficerNm0JERRY G HOVARTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0UNION DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01046486
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01046486
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04185
IRS990/PYOtherExpensesAmt0575639
IRS990/PYOtherRevenueAmt061375
IRS990/PYProgramServiceRevenueAmt0939016
IRS990/PYRevenuesLessExpensesAmt0-12589
IRS990/PYSalariesCompEmpBnftPaidAmt0441526
IRS990/PYTotalExpensesAmt01017165
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01004576
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0201644
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0499833
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0778193
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0898260
IRS990ScheduleD/LandGrp/BookValueAmt042225
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt042225
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0302536
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0466141
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0768677
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014214
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUES RECEIVED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01099904
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0344761
IRS990ScheduleD/TotalExpensesPerForm990Amt0898260
IRS990ScheduleD/TotalLiabilityAmt014214
IRS990ScheduleD/TotalRevenuePerForm990Amt01099904
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01099904
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0898260
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0101365
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt057702
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JERRY HOVARTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0BUSINESS MGR/FINANCIAL SEC
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0159067
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

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,447,483
Liabilities
$97,068
Net assets
$1,350,415
Revenue
$1,099,904
Expenses
$898,260
Net income
$201,644
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