Civic Intelligence

Sheet Metal Workers Vacation Fund

990 • Fiscal year 2021 • EIN 73-6101985

Jun 01, 2020 to May 31, 2021 • Filed on Dec 08, 2021

Organization ProfileNA

View Organization Page

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

95th percentile

0.99x

Higher debt load relative to assets than 95% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

92nd percentile

0.49x

Higher debt load relative to revenue than 92% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

12th percentile

-20%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$766,664

Down $189,198 (-20%) from 2020

Net Assets

Up

$8,515

Up $2,329 (+38%) from 2020

Liabilities

Down

$758,149

Down $191,527 (-20%) from 2020

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin40th percentile

Revenue

Down

$1,533,762

Down $360,835 (-19%) from 2020

Expenses

Down

$1,531,433

Down $359,771 (-19%) from 2020

Net Income

Down

$2,329

Down $1,064 (-31%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,146,055Liabilities 2012: $1,134,243Net Assets 2012: $11,8122012Assets 2013: $257,118Liabilities 2013: $247,239Net Assets 2013: $9,8792013Assets 2014: $213,975Liabilities 2014: $204,144Net Assets 2014: $9,8312014Assets 2015: $237,880Liabilities 2015: $227,329Net Assets 2015: $10,5512015Assets 2016: $887,864Liabilities 2016: $886,334Net Assets 2016: $1,5302016Assets 2017: $775,028Liabilities 2017: $775,028Net Assets 2017: $02017Assets 2018: $882,723Liabilities 2018: $881,806Net Assets 2018: $9172018Assets 2019: $236,238Liabilities 2019: $233,445Net Assets 2019: $2,7932019Assets 2020: $955,862Liabilities 2020: $949,676Net Assets 2020: $6,1862020Assets 2021: $766,664Liabilities 2021: $758,149Net Assets 2021: $8,5152021Assets 2022: $849,954Liabilities 2022: $839,903Net Assets 2022: $10,0512022Assets 2023: $978,877Liabilities 2023: $959,557Net Assets 2023: $19,3202023Assets 2024: $325,201Liabilities 2024: $290,062Net Assets 2024: $35,1392024Assets 2025: $303,953Liabilities 2025: $256,235Net Assets 2025: $47,7182025

Highlighted filing

2021

Assets$766,664
Liabilities$758,149
Net Assets$8,515
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $2,390,4502012Revenue 2013: $1,945,805Expenses 2013: $1,947,738Net Income 2013: -$1,9332013Revenue 2014: $1,698,061Expenses 2014: $1,698,109Net Income 2014: -$482014Revenue 2015: $1,689,018Expenses 2015: $1,688,298Net Income 2015: $7202015Revenue 2016: $1,826,211Expenses 2016: $1,835,232Net Income 2016: -$9,0212016Revenue 2017: $1,669,713Expenses 2017: $1,671,243Net Income 2017: -$1,5302017Revenue 2018: $1,688,589Expenses 2018: $1,687,672Net Income 2018: $9172018Revenue 2019: $1,806,033Expenses 2019: $1,804,157Net Income 2019: $1,8762019Revenue 2020: $1,894,597Expenses 2020: $1,891,204Net Income 2020: $3,3932020Revenue 2021: $1,533,762Expenses 2021: $1,531,433Net Income 2021: $2,3292021Revenue 2022: $1,637,734Expenses 2022: $1,636,198Net Income 2022: $1,5362022Revenue 2023: $1,870,569Expenses 2023: $1,861,300Net Income 2023: $9,2692023Revenue 2024: $2,076,817Expenses 2024: $2,060,998Net Income 2024: $15,8192024Revenue 2025: $2,211,299Expenses 2025: $2,198,720Net Income 2025: $12,5792025

Highlighted filing

2021

Revenue$1,533,762
Expenses$1,531,433
Net Income$2,329
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Dec 8, 2021
Return Version
2020v4.1
Gross Receipts
$1,533,762
Mission and Program Overview

Mission

Administration of vacation benefits specified as exempt under 512(a)(3)(b).

Adminstration of vacation benefits specified as exempt under 512(a)(3)(b)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$783,340$624,335▼ $159,005
Accounts Receivable$161,432$128,230▼ $33,202
Savings and Temporary Cash Investments$11,090$14,099▲ $3,009
Rtn Earn Endowment Incm Other Fnds$6,186$8,515▲ $2,329
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$955,862$766,664▼ $189,198
Liabilities
Accounts Payable and Accrued Expenses$949,676$758,149▼ $191,527
Total Liabilities$949,676$758,149▼ $191,527
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,186$8,515▲ $2,329
Total Liabilities and Net Assets / Fund Balance$955,862$766,664▼ $189,198
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Jerry G HovarterTrustee
Leon Hank ReavesTrustee
Trent LondonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,531,517
Investment Income
$2,245
Other Revenue
$0
Change in Net Assets
$2,329

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,533,762
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,533,762
Total Revenue per Form 990
$1,533,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,117
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
Benefits to Members---$1,530,316
Office Expenses---$1,117
Total Functional Expenses$0$0$0$1,531,433

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,531,433
Total Expenses per Audited Statements$1,531,433
Total Expenses per Form 990$1,531,433
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
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
No
Conflict-of-interest policy
No
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 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
Sheet Metal Workers Vacation Fund
EIN
73-6101985
Phone
4052321453
Address
3800 N W 36TH STREET, OKLAHOMA CITY, OK 73112

Signing Officer

Name
Jerry G Hovarter
Title
Trustee
Phone
4052321453
Signed
2021-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry G Hovarter
Formed
1967
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
3
Employees
0
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 Appendix363 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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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/ExplanationTxt3THE 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.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS INT'L ASSOCIATION LOCAL #124
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WORKERS NATIONAL PENSION FUND
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNION REPRESENTATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PENSION PLAN
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5ACCIDENT & HEALTH BENEFIT PLAN
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03909 WILLOW SPRINGS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13800 NW36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt23800 NW36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt33800 NW36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt43800 NW36TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt53800 NW36TH 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/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd173112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd273112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd373112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd473112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd573112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0955862
IRS990/TotalAssetsEOYAmt0766664
IRS990/TotalAssetsGrp/BOYAmt0955862
IRS990/TotalAssetsGrp/EOYAmt0766664
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01531433
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0949676
IRS990/TotalLiabilitiesEOYAmt0758149
IRS990/TotalLiabilitiesGrp/BOYAmt0949676
IRS990/TotalLiabilitiesGrp/EOYAmt0758149
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06186
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08515
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01530316
IRS990/TotalProgramServiceRevenueAmt01531517
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01533762
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01533762
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0955862
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0766664
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03800 N W 36TH STREET
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073112
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY G HOVARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04052321453
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0736101985
ReturnHeader/Filer/PhoneNum04052321453
ReturnHeader/Filer/USAddress/AddressLine1Txt03800 N W 36TH STREET
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073112
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/ReturnTs02021-12-13T15:54:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOVARTER
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$766,664
Liabilities
$758,149
Net assets
$8,515
Revenue
$1,533,762
Expenses
$1,531,433
Net income
$2,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.26$0.05$2.21$2.20$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.29$0.04$2.08$2.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.96$0.02$1.87$1.86$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.84$0.01$1.64$1.64$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.76$0.01$1.53$1.53$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.95$0.01$1.89$1.89$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.23$0.00$1.81$1.80$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.88$0.00$1.69$1.69$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.78$0.00$1.67$1.67$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.00$1.83$1.84$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.23$0.01$1.69$1.69$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.20$0.01$1.70$1.70$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.25$0.01$1.95$1.95$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$1.13$0.01$2.39