Liabilities / Assets
46th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
50th percentile
Higher net margin than 50% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Balance Sheet
Assets
Up$23,635
Up $3,722 (+19%) from 2012
Net Assets
Up$23,635
Up $3,722 (+19%) from 2012
Liabilities
Flat$0
Flat from 2012
Revenue And Expenses
Revenue
Down$150,906
Down $1,317 (-0.9%) from 2012
Expenses
Down$147,184
Down $7,879 (-5.1%) from 2012
Net Income
Up$3,722
Up $6,562 (+231%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Mar 22, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $150,906
Mission and Program Overview
Mission
The dallas/fort worth sheet metal industry fund was established in 1994 for the purpose of benefiting the sheet metal industry within the geographic area covered by the collective bargaining agreement providing for contributions to the fund.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO ESTABLISH, CONDUCT OR PARTICIPATE IN EDUCATIONAL PROGRAMS & EMPLOYEES IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY AND/OR CONTRIBUTE TO OTHER FUNDS THAT PROMOTE THE INDUSTRY. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JAMES L SCHWINKENDORF | Trustee | - | $0 | - | - |
| JIM ALDRIDGE | Trustee | - | $0 | - | - |
| MARK A ZILBERMANN | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 75-2526282
- Phone
- 8176400958
Signing Officer
- Name
- James L Schwinkendorf
- Title
- Trustee
- Phone
- 8176400958
- Signed
- 2014-03-22
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- John Van Zanten
- Phone
- 8172599100
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: industry fund program. Amount: 18,392. Description: industry fund of the us. Amount: 68,964. Description: administrative service fee. Amount: 48,000. Description: meetings. Amount: 8,392. Description: miscellaneous. Amount: 501. Description: office supplies. Amount: 95. Total to form 990-ez, line 16: 144,344.”
Raw XML Appendix99 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | JAMES L SCHWINKENDORF |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8176400958 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 2212 ARLINGTON DOWNS ROAD 108 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | ARLINGTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 76011 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 19913 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 23635 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3722 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1295 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 19913 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 23635 |
| IRS990EZ/GrossReceiptsAmt | 0 | 150906 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 19913 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 23635 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 19913 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 23635 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JAMES L SCHWINKENDORF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JIM ALDRIDGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARK A ZILBERMANN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 144344 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE DALLAS/FORT WORTH SHEET METAL INDUSTRY FUND WAS ESTABLISHED IN 1994 FOR THE PURPOSE OF BENEFITING THE SHEET METAL INDUSTRY WITHIN THE GEOGRAPHIC AREA COVERED BY THE COLLECTIVE BARGAINING AGREEMENT PROVIDING FOR CONTRIBUTIONS TO THE FUND. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1545 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 150906 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO ESTABLISH, CONDUCT OR PARTICIPATE IN EDUCATIONAL PROGRAMS & EMPLOYEES IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY AND/OR CONTRIBUTE TO OTHER FUNDS THAT PROMOTE THE INDUSTRY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 147184 |
| IRS990EZ/TotalRevenueAmt | 0 | 150906 |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INDUSTRY FUND PROGRAM. AMOUNT: 18,392. DESCRIPTION: INDUSTRY FUND OF THE US. AMOUNT: 68,964. DESCRIPTION: ADMINISTRATIVE SERVICE FEE. AMOUNT: 48,000. DESCRIPTION: MEETINGS. AMOUNT: 8,392. DESCRIPTION: MISCELLANEOUS. AMOUNT: 501. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 95. TOTAL TO FORM 990-EZ, LINE 16: 144,344. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES L SCHWINKENDORF |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8176400958 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-03-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | DALLASFORT WORTH SHEET METAL FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DALL |
| ReturnHeader/Filer/EIN | 0 | 752526282 |
| ReturnHeader/Filer/PhoneNum | 0 | 8176400958 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 2212 ARLINGTON DOWNS NO 108 |
| ReturnHeader/Filer/USAddress/City | 0 | ARLINGTON |
| ReturnHeader/Filer/USAddress/State | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 76011 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 752393478 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | WHITLEY PENN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 1400 WEST 7TH STREET STE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | FT WORTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 76102 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8172599100 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN VAN ZANTEN |
| ReturnHeader/ReturnTs | 0 | 2014-04-03T14:43:26-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $23,635
- Liabilities
- $0
- Net assets
- $23,635
- Revenue
- $150,906
- Expenses
- $147,184
- Net income
- $3,722