Civic Intelligence

Sheet Metal Ind Fund of the Tri-Countie

990 • Fiscal year 2014 • EIN 77-0304136

Nov 01, 2013 to Oct 31, 2014 • Filed on Mar 09, 2015

Organization ProfileN/A
2646 Palma Dr93003

(805) 642-4796

Siviq Scores

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

Liabilities / Assets

95th percentile

0.84x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

97th percentile

$104,217

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 51.6% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

14th percentile

-23%

Faster asset growth than 14% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

8.5%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$38,932

Down $11,713 (-23%) from 2013

Net Assets

$6,148

No earlier filing loaded for comparison.

Liabilities

Up

$32,784

Up $12,756 (+64%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin18th percentile

Revenue

Up

$201,915

Up $15,810 (+8.5%) from 2013

Expenses

Up

$226,384

Up $19,434 (+9.4%) from 2013

Net Income

Down

-$24,469

Down $3,624 (-17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$100K$50K$0-$50KAssets 2011: $84,147Liabilities 2011: $16,949Net Assets 2011: $67,1982011Assets 2012: $67,008Liabilities 2012: $15,546Net Assets 2012: $51,4622012Assets 2013: $50,645Liabilities 2013: $20,0282013Assets 2014: $38,932Liabilities 2014: $32,784Net Assets 2014: $6,1482014Assets 2015: $58,587Liabilities 2015: $21,805Net Assets 2015: $36,7822015Assets 2016: $33,723Liabilities 2016: $27,456Net Assets 2016: $6,2672016Assets 2017: $45,636Liabilities 2017: $24,668Net Assets 2017: $20,9682017Assets 2018: $31,495Liabilities 2018: $58,289Net Assets 2018: -$26,7942018Assets 2019: $30,046Liabilities 2019: $56,413Net Assets 2019: -$26,3672019Assets 2020: $29,381Liabilities 2020: $76,361Net Assets 2020: -$46,9802020Assets 2021: $31,630Liabilities 2021: $66,018Net Assets 2021: -$34,3882021Assets 2022: $35,274Liabilities 2022: $62,829Net Assets 2022: -$27,5552022Assets 2023: $36,806Liabilities 2023: $58,445Net Assets 2023: -$21,6392023Assets 2024: $34,372Liabilities 2024: $81,877Net Assets 2024: -$47,5052024

Highlighted filing

2014

Assets$38,932
Liabilities$32,784
Net Assets$6,148
Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $237,775Expenses 2011: $241,895Net Income 2011: -$4,1202011Revenue 2012: $221,922Expenses 2012: $237,658Net Income 2012: -$15,7362012Revenue 2013: $186,105Expenses 2013: $206,950Net Income 2013: -$20,8452013Revenue 2014: $201,915Expenses 2014: $226,384Net Income 2014: -$24,4692014Revenue 2015: $314,558Expenses 2015: $283,924Net Income 2015: $30,6342015Revenue 2016: $322,880Expenses 2016: $353,395Net Income 2016: -$30,5152016Revenue 2017: $369,289Expenses 2017: $354,588Net Income 2017: $14,7012017Revenue 2018: $348,705Expenses 2018: $396,467Net Income 2018: -$47,7622018Revenue 2019: $364,281Expenses 2019: $363,854Net Income 2019: $4272019Revenue 2020: $381,131Expenses 2020: $401,744Net Income 2020: -$20,6132020Revenue 2021: $407,613Expenses 2021: $395,021Net Income 2021: $12,5922021Revenue 2022: $443,908Expenses 2022: $437,075Net Income 2022: $6,8332022Revenue 2023: $455,284Expenses 2023: $449,368Net Income 2023: $5,9162023Revenue 2024: $427,902Expenses 2024: $453,768Net Income 2024: -$25,8662024

Highlighted filing

2014

Revenue$201,915
Expenses$226,384
Net Income-$24,469
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Mar 9, 2015
Return Version
2013v4.0
Gross Receipts
$201,915
Mission and Program Overview

Mission

The primary, specific purpose of this corporation is to establish, conduct. Or participate in such educational programs for employers and employees in the sheet metal and air conditioning industry, and the general public, with respect to new techniques, ideas and methods which will improve the industry and increase the contribution that the industry can make to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$39,891$25,354▼ $14,537
Land, Buildings, and Equipment, Net$10,754$9,572▼ $1,182
Rtn Earn Endowment Incm Other Fnds$30,617$6,148▼ $24,469
Cash and Non-Interest-Bearing Accounts-$4,006-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$50,645$38,932▼ $11,713
Other Assets Total-$0-
Liabilities
Other Liabilities$20,028$32,784▲ $12,756
Total Liabilities$20,028$32,784▲ $12,756
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,617$6,148▼ $24,469
Total Liabilities and Net Assets / Fund Balance$50,645$38,932▼ $11,713

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,572$5,663$8,235
Equipment$2,245$5,598$7,843
Leasehold Improvements$4,755$1,630$6,385
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
Stan CapellieXECUTIVE VP$104,217$104,217

Board Members and Trustees

NameTitle
Abel MontielPresident
Jerry AndersonDirector
Todd HenardDirector
Steve RenoSecretary
Julie EdgarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$201,886
Investment Income
$29
Other Revenue
$0
Change in Net Assets
$-24,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,384
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
Payments to Affiliates$36,202--$36,202
Occupancy-$17,428-$17,428
Insurance-$10,859-$10,859
Conferences and Meetings$8,266--$8,266
Fees for Services Accounting-$4,876-$4,876
Depreciation Depletion-$2,365-$2,365
Office Expenses-$1,828-$1,828
All Other Expenses$767$448-$1,215
Fees for Services Legal-$805-$805
Other Expenses$119,437$736-$736
Advertising$390--$390
Total Functional Expenses$165,062$61,322$0$226,384
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Tri-counties Smacna$32,784
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Certain by-law modifications require approval by the membership”

Form 990, Part VI, Line 11B: Form 990 Review Process

“REVIEWED BY EVP. PRESENTED TO THE BoaRD OF DIRECTORS PRIOR TO FILING.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Policy is reviewed and discussed at the first board of directors meeting each year.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon written request”

Filing and Contact Details

Filer

EIN
77-0304136
Phone
8056424796

Signing Officer

Name
Stan Capelli
Title
Exec VP
Signed
2015-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stan Capelli
Formed
1991
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
Mary T Karrh
Phone
8056540450
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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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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt030617
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06148
IRS990/SavingsAndTempCashInvstGrp/BOYAmt039891
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025354
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02245
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05598
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07843
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04755
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01630
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06385
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02572
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05663
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt032784
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO TRI-COUNTIES SMACNA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09572
IRS990ScheduleD/TotalLiabilityAmt032784
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CERTAIN BY-LAW MODIFICATIONS REQUIRE APPROVAL BY THE MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY EVP. PRESENTED TO THE BoaRD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY IS REVIEWED AND DISCUSSED AT THE FIRST BOARD OF DIRECTORS MEETING EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10TR-COUNTIES AIR CONDSHEET METAL CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952477522
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE AC INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102646 PALMA DR SUITE 150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0VENTURA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode093003
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt050645
IRS990/TotalAssetsEOYAmt038932
IRS990/TotalAssetsGrp/BOYAmt050645
IRS990/TotalAssetsGrp/EOYAmt038932
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061322
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0165062
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226384
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020028
IRS990/TotalLiabilitiesEOYAmt032784
IRS990/TotalLiabilitiesGrp/BOYAmt020028
IRS990/TotalLiabilitiesGrp/EOYAmt032784
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030617
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06148
IRS990/TotalOtherCompensationAmt013391
IRS990/TotalProgramServiceExpensesAmt0165062
IRS990/TotalProgramServiceRevenueAmt0201886
IRS990/TotalRevenueGrp/ExclusionAmt029
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0201886
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0201915
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt050645
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038932
IRS990/TotReportableCompRltdOrgAmt090826
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102646 PALMA DR 150
IRS990/USAddress/City0VENTURA
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode093003
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STAN CAPELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC VP
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHEET METAL IND FUND OF THE TRI-COUNTIE
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0770304136
ReturnHeader/Filer/PhoneNum08056424796
ReturnHeader/Filer/USAddress/AddressLine102646 PALMA DR
ReturnHeader/Filer/USAddress/City0VENTURA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Fanning & Karrh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10290 Maple Court Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093003
ReturnHeader/PreparerPersonGrp/PhoneNum08056540450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary T Karrh
ReturnHeader/ReturnTs02015-03-09T11:19:24-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,932
Liabilities
$32,784
Net assets
$6,148
Revenue
$201,915
Expenses
$226,384
Net income
-$24,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.82$0.48$4.28$4.54$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.58$0.22$4.55$4.49$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.63$0.28$4.44$4.37$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.66$0.34$4.08$3.95$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.76$0.47$3.81$4.02$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.56$0.26$3.64$3.64$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.58$0.27$3.49$3.96$0.48
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.25$0.21$3.69$3.55$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.27$0.06$3.23$3.53$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.22$0.37$3.15$2.84$0.31
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.33$0.06$2.02$2.26$0.24
2013Summary only. Only limited summary data is available for this year.$0.51$0.20$1.86$2.07$0.21
2012Summary only. Only limited summary data is available for this year.$0.67$0.16$0.51$2.22$2.38$0.16
2011Summary only. Only limited summary data is available for this year.$0.84$0.17$0.67$2.38$2.42$0.04