Civic Intelligence

Sheet Metal & Air Conditioning Contractors Industry Fund of E Ok

990EZ • Fiscal year 2017 • EIN 73-0719255

Jun 01, 2016 to May 31, 2017 • Filed on Jul 31, 2017

Organization ProfileN/A
2121 South Columbia AvenueTulsa, OK 74114

(918) 694-1127

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

45th percentile

0.7%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,193

Up $686 (+12%) from 2016

Net Assets

Up

$6,193

Up $686 (+12%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Down

$98,651

Down $34,421 (-26%) from 2016

Expenses

Down

$97,965

Down $45,481 (-32%) from 2016

Net Income

Up

$686

Up $11,060 (+107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$150K$100K$50K$0Assets 2012: $7,994Liabilities 2012: $02012Assets 2013: $10,322Liabilities 2013: $02013Assets 2014: $12,557Liabilities 2014: $02014Assets 2015: $15,881Liabilities 2015: $02015Assets 2016: $5,507Net Assets 2016: $5,5072016Assets 2017: $6,193Net Assets 2017: $6,1932017Assets 2019: $124,326Liabilities 2019: $02019Assets 2024: $28,361Liabilities 2024: $0Net Assets 2024: $28,3612024

Highlighted filing

2017

Assets$6,193
Liabilities-
Net Assets$6,193
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $81,693Expenses 2012: $80,085Net Income 2012: $1,6082012Revenue 2013: $108,527Expenses 2013: $106,200Net Income 2013: $2,3272013Revenue 2014: $102,840Expenses 2014: $100,605Net Income 2014: $2,2352014Revenue 2015: $149,370Expenses 2015: $146,046Net Income 2015: $3,3242015Revenue 2016: $133,072Expenses 2016: $143,446Net Income 2016: -$10,3742016Revenue 2017: $98,651Expenses 2017: $97,965Net Income 2017: $6862017Revenue 2019: $149,153Expenses 2019: $48,238Net Income 2019: $100,9152019Revenue 2024: $250,538Expenses 2024: $309,944Net Income 2024: -$59,4062024

Highlighted filing

2017

Revenue$98,651
Expenses$97,965
Net Income$686
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$98,651
Mission and Program Overview

Mission

Educational and training association

Program Services

DescriptionGrantsExpenses
PROMOTION OF SHEET METAL AND AIR CONDITIONING INDUSTRY--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY COLEMANPresident-$0--
DAN OWENSVice President-$0--
MICHAEL TIDWELLSecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal & Air Conditioning
EIN
73-0719255
Phone
9186941127
Address
2121 SOUTH COLUMBIA AVENUE, TULSA, OK 74114

Signing Officer

Name
Terry Coleman
Title
President
Signed
2017-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan & Associates PLLC
Address
3530 E 31st St Suite B, Tulsa, OK 74135
Preparer
Don B Deselms
Phone
9187479551
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $66”

Other Expenses.1

“Industry fund budget $49343”

Other Expenses.2

“CONTRIBUTIONS $28575”

Other Expenses.3

“Administrative service $16334”

Other Assets.1003

“Machinery and Equipment - Beginning $66 Machinery and Equipment - Ending $0”

Raw XML Appendix106 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MATT WANSLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09188383223
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02121 SOUTH COLUMBIA AVENUE SUITE 44
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0741143502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05441
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06193
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt098651
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0686
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03647
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05507
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06193
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt098651
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05507
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06193
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05507
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06193
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY COLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL TIDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt066
IRS990EZ/OtherExpensesTotalAmt094318
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL AND TRAINING ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF SHEET METAL AND AIR CONDITIONING INDUSTRY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097965
IRS990EZ/TotalRevenueAmt098651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INDUSTRY FUND BUDGET $49343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRIBUTIONS $28575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE SERVICE $16334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Machinery and Equipment - Beginning $66 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1003
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL & AIR CONDITIONING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONTRACTORS INDUSTRY FUND OF E OK
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0730719255
ReturnHeader/Filer/PhoneNum09186941127
ReturnHeader/Filer/USAddress/AddressLine1Txt02121 SOUTH COLUMBIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sullivan & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03530 E 31st St Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074135
ReturnHeader/PreparerPersonGrp/PhoneNum09187479551
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DON B DESELMS
ReturnHeader/ReturnTs02017-07-31T13:38:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,193
Liabilities
-
Net assets
$6,193
Revenue
$98,651
Expenses
$97,965
Net income
$686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$2.51$3.10$0.59
2019Summary only. Only limited summary data is available for this year.$1.24$0.00$1.49$0.48$1.01
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.99$0.98$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.06$1.33$1.43$0.10
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$1.49$1.46$0.03
2014Summary only. Only limited summary data is available for this year.$0.13$0.00$1.03$1.01$0.02
2013Summary only. Only limited summary data is available for this year.$0.10$0.00$1.09$1.06$0.02
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.82$0.80$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits