Civic Intelligence

Sheet Metal Workers Apprenticeship & Training Trust Fund

990 • Fiscal year 2016 • EIN 73-0765383

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 18, 2017

3909 Willow Springs AveOklahoma City, OK 73112-2946

(405) 948-8800

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Net Margin

15th percentile

-6.2%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$90,622

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-2.1%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

2.7%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,815,871

Down $38,281 (-2.1%) from 2015

Net Assets

Down

$1,815,871

Down $38,281 (-2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$428,053

Up $11,128 (+2.7%) from 2015

Expenses

Up

$454,612

Up $52,755 (+13%) from 2015

Net Income

Down

-$26,559

Down $41,627 (-276%) from 2015

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 2012: $1,985,915Liabilities 2012: $0Net Assets 2012: $1,985,9152012Assets 2013: $1,886,980Liabilities 2013: $0Net Assets 2013: $1,886,9802013Assets 2014: $1,839,084Liabilities 2014: $0Net Assets 2014: $1,839,0842014Assets 2015: $1,854,152Liabilities 2015: $0Net Assets 2015: $1,854,1522015Assets 2016: $1,815,871Liabilities 2016: $0Net Assets 2016: $1,815,8712016Assets 2017: $1,731,901Liabilities 2017: $0Net Assets 2017: $1,731,9012017Assets 2018: $1,638,448Liabilities 2018: $0Net Assets 2018: $1,638,4482018Assets 2019: $1,583,072Liabilities 2019: $0Net Assets 2019: $1,583,0722019Assets 2020: $1,532,035Liabilities 2020: $0Net Assets 2020: $1,532,0352020Assets 2021: $1,449,781Liabilities 2021: $0Net Assets 2021: $1,449,7812021Assets 2022: $1,345,446Liabilities 2022: $0Net Assets 2022: $1,345,4462022Assets 2023: $1,253,875Liabilities 2023: $0Net Assets 2023: $1,253,8752023Assets 2024: $1,266,706Liabilities 2024: $0Net Assets 2024: $1,266,7062024

Highlighted filing

2016

Assets$1,815,871
Liabilities$0
Net Assets$1,815,871

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $509,2332012Revenue 2013: $412,402Expenses 2013: $511,337Net Income 2013: -$98,9352013Revenue 2014: $372,540Expenses 2014: $420,436Net Income 2014: -$47,8962014Revenue 2015: $416,925Expenses 2015: $401,857Net Income 2015: $15,0682015Revenue 2016: $428,053Expenses 2016: $454,612Net Income 2016: -$26,5592016Revenue 2017: $397,603Expenses 2017: $481,573Net Income 2017: -$83,9702017Revenue 2018: $402,226Expenses 2018: $495,679Net Income 2018: -$93,4532018Revenue 2019: $461,379Expenses 2019: $516,755Net Income 2019: -$55,3762019Revenue 2020: $413,650Expenses 2020: $464,687Net Income 2020: -$51,0372020Revenue 2021: $411,622Expenses 2021: $493,876Net Income 2021: -$82,2542021Revenue 2022: $489,601Expenses 2022: $559,519Net Income 2022: -$69,9182022Revenue 2023: $566,067Expenses 2023: $666,683Net Income 2023: -$100,6162023Revenue 2024: $717,790Expenses 2024: $719,409Net Income 2024: -$1,6192024

Highlighted filing

2016

Revenue$428,053
Expenses$454,612
Net Income-$26,559
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 18, 2017
Return Version
2016v3.0
Gross Receipts
$428,053
Mission and Program Overview

Mission

The jac of western oklahoma sheet metal apprenticeship and training program is dedicated to excellence in vocational sheet metal training for the unionized sheet metal industry. In order to provide a qualified workforce for our contractors and meet the changing needs of the sheet metal industry we strive to provide the best possible education to all motivated individuals who have chosen to pursue a career in the sheet metal industry and to provide continuing education for journeypersons already working at the trade. To accomplish this goal we employ the best trained and qualified instructors and utilize the latest resources and training materials available.

APPRENTICESHIP TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,394,742$1,330,795▼ $63,947
Investments Other Securities$256,972$274,258▲ $17,286
Savings and Temporary Cash Investments$202,338$210,718▲ $8,380
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$1,854,152$1,815,871▼ $38,281
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,854,152$1,815,871▼ $38,281
Total Net Assets Fund Balance$1,854,152$1,815,871▼ $38,281
Total Liabilities and Net Assets / Fund Balance$1,854,152$1,815,871▼ $38,281

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,266,501$716,225$1,982,726
Other Land Buildings$64,294$365,108$429,402
Other Securities$274,258--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trent LondonAprenticeship CoordinatorFT$73,140$17,482$90,622
Leon ReavesSecretary-$286$74$360

Board Members and Trustees

NameTitle
Lon FettChairman
Jim BrownAlternate Trustee
J Kyle BellmonTrustee
Jerry HovarterTrustee
Nathan DillsTrustee
Robert DemechkoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$389,150
Investment Income
$18,214
Other Revenue
$20,689
Change in Net Assets
$-26,559

Audited Revenue Reconciliation

Revenue per Audited Statements
$428,053
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$428,053
Total Revenue per Form 990
$428,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$249,385
Salaries, Compensation, and Employee Benefits$205,227
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---$102,820
Depreciation Depletion---$87,790
Other Salaries and Wages---$52,754
Other Employee Benefits---$37,195
All Other Expenses---$31,339
Fees for Services Accounting---$26,800
Other Expenses---$14,826
Payroll Taxes---$12,458
Insurance---$11,477
Travel---$6,295
Advertising---$4,900
Office Expenses---$2,737
Conferences and Meetings---$818
Total Functional Expenses$0$0$0$454,612

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$454,612
Total Expenses per Audited Statements$454,612
Total Expenses per Form 990$454,612
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
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
No
Management duties delegated
No

Governance Explanations

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

The 990 is reviewed and signed by the business manager of the local union who is a trustee on the board of the apprenticeship.

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

The board of trustees is actively involved in the financial and operational activities of the organization and would detect any conflicts of interest.

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

The coordinator's salary is determined by the board of trustees.

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 request.

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Jatc
EIN
73-0765383
Phone
4059488800
Address
3909 WILLOW SPRINGS AVE, OKLAHOMA CITY, OK 73112-2946

Signing Officer

Name
Jerry Hovarter
Title
Trustee
Phone
4059488800
Signed
2017-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Hovarter
Formed
1970
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
15
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
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Form 990, part xii, line 2c: no changes were made in 2016.

Financial Statement Notes

PART X, LINE 2:

The committee has adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The committee has analyzed tax positions taken for filing with the internal revenue service and the oklahoma tax commission. The committee believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the committee's financial condition, results of operations, or cash flows. Accordingly, the committee has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at december 31, 2016 and 2015. The committee is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in-progress. The committee believes it is no longer subject to income tax examinations for years prior to 2013.

Raw XML Appendix350 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0APPRENTICESHIP TRAINING
IRS990/AdvertisingGrp/TotalAmt04900
IRS990/AllOtherExpensesGrp/TotalAmt031339
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04059488800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03909 WILLOW SPRINGS AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0731122946
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0100
IRS990/CashNonInterestBearingGrp/EOYAmt0100
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0102820
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt0818
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt018214
IRS990/CYOtherExpensesAmt0249385
IRS990/CYOtherRevenueAmt020689
IRS990/CYProgramServiceRevenueAmt0389150
IRS990/CYRevenuesLessExpensesAmt0-26559
IRS990/CYSalariesCompEmpBnftPaidAmt0205227
IRS990/CYTotalExpensesAmt0454612
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0428053
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt087790
IRS990/Desc0APPRENTICESHIP TRAINING
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/ExpenseAmt0454612
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt026800
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt274
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt717482
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY HOVARTER
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT DEMECHKO
IRS990/Form990PartVIISectionAGrp/PersonNm2LEON REAVES
IRS990/Form990PartVIISectionAGrp/PersonNm3J KYLE BELLMON
IRS990/Form990PartVIISectionAGrp/PersonNm4NATHAN DILLS
IRS990/Form990PartVIISectionAGrp/PersonNm5LON FETT
IRS990/Form990PartVIISectionAGrp/PersonNm6JIM BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7TRENT LONDON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2286
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt773140
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7APRENTICESHIP COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0428053
IRS990/GrossRentsGrp/RealAmt018000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt011477
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt018214
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018214
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0256972
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0274258
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01081333
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01394742
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01330795
IRS990/LandBldgEquipCostOrOtherBssAmt02412128
IRS990/LegalDomicileStateCd0OK
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE JAC OF WESTERN OKLAHOMA SHEET METAL APPRENTICESHIP AND TRAINING PROGRAM IS DEDICATED TO EXCELLENCE IN VOCATIONAL SHEET METAL TRAINING FOR THE UNIONIZED SHEET METAL INDUSTRY. IN ORDER TO PROVIDE A QUALIFIED WORKFORCE FOR OUR CONTRACTORS AND MEET THE CHANGING NEEDS OF THE SHEET METAL INDUSTRY WE STRIVE TO PROVIDE THE BEST POSSIBLE EDUCATION TO ALL MOTIVATED INDIVIDUALS WHO HAVE CHOSEN TO PURSUE A CAREER IN THE SHEET METAL INDUSTRY AND TO PROVIDE CONTINUING EDUCATION FOR JOURNEYPERSONS ALREADY WORKING AT THE TRADE. TO ACCOMPLISH THIS GOAL WE EMPLOY THE BEST TRAINED AND QUALIFIED INSTRUCTORS AND UTILIZE THE LATEST RESOURCES AND TRAINING MATERIALS AVAILABLE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01854152
IRS990/NetAssetsOrFundBalancesEOYAmt01815871
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt018000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt02737
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037195
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND CLEANIN
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2EDUCATION
IRS990/OtherExpensesGrp/Desc3REAL ESTATE TAXES
IRS990/OtherExpensesGrp/TotalAmt024268
IRS990/OtherExpensesGrp/TotalAmt122820
IRS990/OtherExpensesGrp/TotalAmt215315
IRS990/OtherExpensesGrp/TotalAmt314826
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02689
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02689
IRS990/OtherRevenueTotalAmt02689
IRS990/OtherSalariesAndWagesGrp/TotalAmt052754
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt012458
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JERRY HOVARTER
IRS990/PriorPeriodAdjustmentsAmt0-11722
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010819
IRS990/PYOtherExpensesAmt0210318
IRS990/PYOtherRevenueAmt020033
IRS990/PYProgramServiceRevenueAmt0386073
IRS990/PYRevenuesLessExpensesAmt015068
IRS990/PYSalariesCompEmpBnftPaidAmt0191539
IRS990/PYTotalExpensesAmt0401857
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0416925
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-26559
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt018000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0202338
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0210718
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01266501
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0716225
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01982726
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0454612
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt064294
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0365108
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0429402
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0274258
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0428053
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COMMITTEE HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE COMMITTEE HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND THE OKLAHOMA TAX COMMISSION. THE COMMITTEE BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE COMMITTEE'S FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. ACCORDINGLY, THE COMMITTEE HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2016 AND 2015. THE COMMITTEE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN-PROGRESS. THE COMMITTEE BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01330795
IRS990ScheduleD/TotalBookValueSecuritiesAmt0274258
IRS990ScheduleD/TotalExpensesPerForm990Amt0454612
IRS990ScheduleD/TotalRevenuePerForm990Amt0428053
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0428053
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0454612
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED AND SIGNED BY THE BUSINESS MANAGER OF THE LOCAL UNION WHO IS A TRUSTEE ON THE BOARD OF THE APPRENTICESHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES IS ACTIVELY INVOLVED IN THE FINANCIAL AND OPERATIONAL ACTIVITIES OF THE ORGANIZATION AND WOULD DETECT ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COORDINATOR'S SALARY IS DETERMINED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS POSTED ON GUIDESTAR.COM BY THE IRS TO WHICH THE PUBLIC HAS ACCESS. THE FORM 990 IS AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE IN 2016.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01854152
IRS990/TotalAssetsEOYAmt01815871
IRS990/TotalAssetsGrp/BOYAmt01854152
IRS990/TotalAssetsGrp/EOYAmt01815871
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/TotalAmt0454612
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01854152
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01815871
IRS990/TotalOtherCompensationAmt017556
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0389150
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0389150
IRS990/TotalProgramServiceExpensesAmt0454612
IRS990/TotalProgramServiceRevenueAmt0389150
IRS990/TotalReportableCompFromOrgAmt073426
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0428053
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0428053
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01854152
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01815871
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt06295
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01854152
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01815871
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03909 WILLOW SPRINGS AVE
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd0731122946
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY HOVARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04059488800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS JATC
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0730765383
ReturnHeader/Filer/PhoneNum04059488800
ReturnHeader/Filer/USAddress/AddressLine1Txt03909 WILLOW SPRINGS AVE
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731122946
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022123512B9F669ECBCCC3A5E7B2A499D59455C34
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022123512B9F669ECBCCC3A5E7B2A499D59455C34
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.98.162
ReturnHeader/FilingSecurityInformation/IPDt02017-08-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:02:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH CARNEY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 N BROOKLINE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731123627
ReturnHeader/PreparerPersonGrp/PhoneNum04052721040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD W GRANGER
ReturnHeader/ReturnTs02017-08-24T17:35:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings