Civic Intelligence

Sheet Metal Workers J&A Train Tr Fund

990 • Fiscal year 2021 • EIN 74-1605852

Aug 01, 2020 to Jul 31, 2021

Organization ProfileN/A
San Antonio, TX
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

48th percentile

11%

Higher net margin than 48% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

38th percentile

4.2%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-18%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$2,730,582

Up $109,767 (+4.2%) from 2020

Net Assets

Up

$2,721,998

Up $113,623 (+4.4%) from 2020

Liabilities

Down

$8,584

Down $3,856 (-31%) from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin48th percentile

Revenue

Down

$1,010,840

Down $225,657 (-18%) from 2020

Expenses

Up

$897,217

Up $32,696 (+3.8%) from 2020

Net Income

Down

$113,623

Down $258,353 (-69%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,916,237Liabilities 2010: $13,927Net Assets 2010: $1,902,3102010Assets 2011: $2,111,411Liabilities 2011: $9,011Net Assets 2011: $2,102,4002011Assets 2012: $2,212,812Liabilities 2012: $14,990Net Assets 2012: $2,197,8222012Assets 2013: $2,324,561Liabilities 2013: $7,970Net Assets 2013: $2,316,5912013Assets 2014: $2,389,460Liabilities 2014: $10,192Net Assets 2014: $2,379,2682014Assets 2015: $2,382,301Liabilities 2015: $3,735Net Assets 2015: $2,378,5662015Assets 2016: $2,315,492Liabilities 2016: $4,518Net Assets 2016: $2,310,9742016Assets 2017: $2,342,550Liabilities 2017: $3,587Net Assets 2017: $2,338,9632017Assets 2018: $2,376,695Liabilities 2018: $13,866Net Assets 2018: $2,362,8292018Assets 2019: $2,254,806Liabilities 2019: $18,407Net Assets 2019: $2,236,3992019Assets 2020: $2,620,815Liabilities 2020: $12,440Net Assets 2020: $2,608,3752020Assets 2021: $2,730,582Liabilities 2021: $8,584Net Assets 2021: $2,721,9982021Assets 2022: $3,270,279Liabilities 2022: $5,366Net Assets 2022: $3,264,9132022Assets 2023: $3,732,690Liabilities 2023: $12,081Net Assets 2023: $3,720,6092023

Highlighted filing

2021

Assets$2,730,582
Liabilities$8,584
Net Assets$2,721,998
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $564,7842010Revenue 2011: $748,190Expenses 2011: $548,100Net Income 2011: $200,0902011Revenue 2012: $677,003Expenses 2012: $581,581Net Income 2012: $95,4222012Revenue 2013: $721,710Expenses 2013: $602,941Net Income 2013: $118,7692013Revenue 2014: $707,775Expenses 2014: $645,098Net Income 2014: $62,6772014Revenue 2015: $669,223Expenses 2015: $669,925Net Income 2015: -$7022015Revenue 2016: $641,250Expenses 2016: $708,842Net Income 2016: -$67,5922016Revenue 2017: $843,215Expenses 2017: $815,226Net Income 2017: $27,9892017Revenue 2018: $902,544Expenses 2018: $878,678Net Income 2018: $23,8662018Revenue 2019: $868,219Expenses 2019: $994,649Net Income 2019: -$126,4302019Revenue 2020: $1,236,497Expenses 2020: $864,521Net Income 2020: $371,9762020Revenue 2021: $1,010,840Expenses 2021: $897,217Net Income 2021: $113,6232021Revenue 2022: $1,541,750Expenses 2022: $998,835Net Income 2022: $542,9152022Revenue 2023: $1,492,117Expenses 2023: $1,036,421Net Income 2023: $455,6962023

Highlighted filing

2021

Revenue$1,010,840
Expenses$897,217
Net Income$113,623
Open 2021 Filing
Filing Detail Status

This 2021 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Mission and Program Overview

Mission

To provide education to apprentices and journeymen who are members of the sheet metal workers local union no. 67.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$2,730,582
Liabilities
$8,584
Net assets
$2,721,998
Revenue
$1,010,840
Expenses
$897,217
Net income
$113,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.73$0.01$3.72$1.49$1.04$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.01$3.26$1.54$1.00$0.54
2021Summary only. Only limited summary data is available for this year.$2.73$0.01$2.72$1.01$0.90$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.01$2.61$1.24$0.86$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.02$2.24$0.87$0.99$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.01$2.36$0.90$0.88$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.84$0.82$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.31$0.64$0.71$0.07
2015Summary only. Only limited summary data is available for this year.$2.38$0.00$2.38$0.67$0.67$0.00
2014Summary only. Only limited summary data is available for this year.$2.39$0.01$2.38$0.71$0.65$0.06
2013Summary only. Only limited summary data is available for this year.$2.32$0.01$2.32$0.72$0.60$0.12
2012Summary only. Only limited summary data is available for this year.$2.21$0.01$2.20$0.68$0.58$0.10
2011Summary only. Only limited summary data is available for this year.$2.11$0.01$2.10$0.75$0.55$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.01$1.90$0.56