Civic Intelligence

Sheet Metal Contractors Association of Oklahoma Inc

990 • Fiscal year 2021 • EIN 73-1455708

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 29, 2022

3801 Willow Springs AveOklahoma City, OK 73112

(405) 848-3683

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

95th percentile

49%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$548,038

No earlier filing loaded for comparison.

Net Assets

$546,624

No earlier filing loaded for comparison.

Liabilities

$1,414

No earlier filing loaded for comparison.

Revenue

$68,407

No earlier filing loaded for comparison.

Expenses

$34,656

No earlier filing loaded for comparison.

Net Income

$33,751

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2021: $548,038Liabilities 2021: $1,414Net Assets 2021: $546,6242021Assets 2022: $525,747Liabilities 2022: $0Net Assets 2022: $525,7472022Assets 2023: $526,344Liabilities 2023: $0Net Assets 2023: $526,3442023

Highlighted filing

2021

Assets$548,038
Liabilities$1,414
Net Assets$546,624

Operations Trend

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

$100K$50K$0-$50KRevenue 2021: $68,407Expenses 2021: $34,656Net Income 2021: $33,7512021Revenue 2022: $71,147Expenses 2022: $72,713Net Income 2022: -$1,5662022Revenue 2023: $81,372Expenses 2023: $90,780Net Income 2023: -$9,4082023

Highlighted filing

2021

Revenue$68,407
Expenses$34,656
Net Income$33,751
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 29, 2022
Return Version
2021v4.0
Gross Receipts
$68,407
Mission and Program Overview

Mission

Trade association for education and advancement of sheet metal industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$211,506$248,683▲ $37,177
Cash and Non-Interest-Bearing Accounts$142,000$171,674▲ $29,674
Savings and Temporary Cash Investments$127,617$127,681▲ $64
Total Assets$481,123$548,038▲ $66,915
Liabilities
Accounts Payable and Accrued Expenses-$1,414-
Total Liabilities$0$1,414▲ $1,414
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$481,123$546,624▲ $65,501
Total Net Assets Fund Balance$481,123$546,624▲ $65,501
Total Liabilities and Net Assets / Fund Balance$481,123$548,038▲ $66,915

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$17,777$17,777
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael ClarkPresident
Joe MckenzieBoard Member
Lon Fett1st Vice-pre
Juergen Daniel2nd Vice-pre
Nathan DillsSecretary
Kyle BellmonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$62,616
Investment Income
$5,791
Other Revenue
$0
Change in Net Assets
$33,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,656
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$13,500
Conferences and Meetings---$9,622
Office Expenses---$874
Other Expenses---$734
Travel---$547
All Other Expenses---$510
Total Functional Expenses$0$0$0$34,656
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 6

The organization has members.

Form 990, Page 6, Part VI, Line 7A

The members vote on the governing body.

Form 990, Page 6, Part VI, Line 8B

The committee advises the governing body and the gaoverning body mades decisions.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 15A

Compensation reviewed and approved by members.

Form 990, Page 6, Part VI, Line 19

Available to public upon request

Filing and Contact Details

Filer

Filer Name
Sheet Metal Contractors Association
EIN
73-1455708
Phone
4058483683
Address
3801 WILLOW SPRINGS AVE, OKLAHOMA CITY, OK 73112

Signing Officer

Name
Joe Mckenzie
Title
Board Member
Phone
4058483683
Signed
2022-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Mckenzie
Formed
1949
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Hamilton Stone & Brown Pllc
Address
3617 N MERIDIAN AVE, OKLAHOMA CITY, OK 73112-2813
Preparer
Carl Hamilton
Phone
4059468500
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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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum04058483683
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-29
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ReturnHeader/Filer/PhoneNum04058483683
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ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843270946
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON STONE & BROWN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03617 N MERIDIAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731122813
ReturnHeader/PreparerPersonGrp/PhoneNum04059468500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL HAMILTON
ReturnHeader/ReturnTs02022-12-12T10:19:17-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCKENZIE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)6 • $500k-$1M nonprofits