Civic Intelligence

Montana State Sheet Metal Workers Joint Apprenticeship and Training

EIN 81-0413915 • 501(c)5 • Butte, MT

Profile

To provide high quality training and education for the sheet metal industry in the state of montana and to pass on the knowledge and skills of the trade to ensure enduring growth and prosperity for future generations.

PO Box 4048Butte, MT 59702

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2025

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

501(c)5 • $500k-$1M nonprofits • Source year 2025

Asset Growth

95th percentile

46%

Faster asset growth than 95% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

39%

Faster revenue growth than 93% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$568,307

Up $144,080 (+34%) from 2023

Liabilities

Up

$4,178

Up $914 (+28%) from 2023

Net Assets

Up

$564,129

Up $143,166 (+34%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin83rd percentile

Revenue

Up

$684,455

Up $132,146 (+24%) from 2023

Expenses

Up

$541,289

Up $37,862 (+7.5%) from 2023

Net Income

Up

$143,166

Up $94,284 (+193%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $374,003Liabilities 2010: $2,592Net Assets 2010: $371,4112010Assets 2011: $483,223Liabilities 2011: $2,505Net Assets 2011: $480,7182011Assets 2012: $521,422Liabilities 2012: $2,495Net Assets 2012: $518,9272012Assets 2013: $560,810Liabilities 2013: $3,727Net Assets 2013: $557,0832013Assets 2014: $532,908Liabilities 2014: $2,952Net Assets 2014: $529,9562014Assets 2015: $543,092Liabilities 2015: $2,658Net Assets 2015: $540,4342015Assets 2016: $531,306Liabilities 2016: $2,658Net Assets 2016: $528,6482016Assets 2017: $524,518Liabilities 2017: $2,848Net Assets 2017: $521,6702017Assets 2018: $530,992Liabilities 2018: $3,586Net Assets 2018: $527,4062018Assets 2019: $508,297Liabilities 2019: $3,622Net Assets 2019: $504,6752019Assets 2020: $528,597Liabilities 2020: $2,933Net Assets 2020: $525,6642020Assets 2021: $531,528Liabilities 2021: $3,598Net Assets 2021: $527,9302021Assets 2022: $375,250Liabilities 2022: $3,169Net Assets 2022: $372,0812022Assets 2023: $424,227Liabilities 2023: $3,264Net Assets 2023: $420,9632023Assets 2024: $568,307Liabilities 2024: $4,178Net Assets 2024: $564,1292024

Highlighted filing

2024

Assets$568,307
Liabilities$4,178
Net Assets$564,129
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $249,400Expenses 2010: $259,045Net Income 2010: -$9,6452010Expenses 2011: $384,9482011Expenses 2012: $289,3642012Revenue 2013: $304,650Expenses 2013: $253,733Net Income 2013: $50,9172013Revenue 2014: $232,000Expenses 2014: $259,127Net Income 2014: -$27,1272014Revenue 2015: $265,874Expenses 2015: $255,396Net Income 2015: $10,4782015Revenue 2016: $272,142Expenses 2016: $283,928Net Income 2016: -$11,7862016Revenue 2017: $294,514Expenses 2017: $301,492Net Income 2017: -$6,9782017Revenue 2018: $306,033Expenses 2018: $300,297Net Income 2018: $5,7362018Revenue 2019: $315,610Expenses 2019: $338,341Net Income 2019: -$22,7312019Revenue 2020: $337,371Expenses 2020: $316,382Net Income 2020: $20,9892020Revenue 2021: $437,759Expenses 2021: $435,493Net Income 2021: $2,2662021Revenue 2022: $334,280Expenses 2022: $490,129Net Income 2022: -$155,8492022Revenue 2023: $552,309Expenses 2023: $503,427Net Income 2023: $48,8822023Revenue 2024: $684,455Expenses 2024: $541,289Net Income 2024: $143,1662024

Highlighted filing

2024

Revenue$684,455
Expenses$541,289
Net Income$143,166
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$568,307
Liabilities
$4,178
Net assets
$564,129
Revenue
$684,455
Expenses
$541,289
Net income
$143,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.68$0.04$5.64$6.84$5.41$1.43
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.03$4.21$5.52$5.03$0.49
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.03$3.72$3.34$4.90$1.56
2021Detailed filing. Detailed filing data is available for this year.$5.32$0.04$5.28$4.38$4.35$0.02
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.03$5.26$3.37$3.16$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.08$0.04$5.05$3.16$3.38$0.23
2018Detailed filing. Detailed filing data is available for this year.$5.31$0.04$5.27$3.06$3.00$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.25$0.03$5.22$2.95$3.01$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.31$0.03$5.29$2.72$2.84$0.12
2015Detailed filing. Detailed filing data is available for this year.$5.43$0.03$5.40$2.66$2.55$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.33$0.03$5.30$2.32$2.59$0.27
2013Summary only. Only limited summary data is available for this year.$5.61$0.04$5.57$3.05$2.54$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.21$0.02$5.19$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.03$4.81$3.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.03$3.71$2.49$2.59$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Feb 3, 2025
Return Version
2023v6.0
Gross Receipts
$684,455
Mission and Program Overview

Mission

To provide high quality training and education for the sheet metal industry in the state of montana and to pass on the knowledge and skills of the trade to ensure enduring growth and prosperity for future generations.

The sheet metal workers' training center of montana state sheet metal workers jatc brings people together from within the state of montana with the common goal of becoming the best sheet metal trades people in the state. It is committed to provide the best training possible to provide signatory contractors with the most highly skilled trades' people in the sheet metal industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$94,653$219,125▲ $124,472
Land, Buildings, and Equipment, Net$198,580$183,270▼ $15,310
Investments Other Securities$124,449$143,810▲ $19,361
Cash and Non-Interest-Bearing Accounts$5,792$21,349▲ $15,557
Total Assets$424,227$568,307▲ $144,080
Other Assets Total$753$753→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,264$4,178▲ $914
Total Liabilities$3,264$4,178▲ $914
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$420,963$564,129▲ $143,166
Total Net Assets Fund Balance$420,963$564,129▲ $143,166
Total Liabilities and Net Assets / Fund Balance$424,227$568,307▲ $144,080

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$108,920$189,524$298,444
Equipment$19,350$221,717$241,067
Land$55,000-$55,000
Other Securities$143,810--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
KRIS O'BLENESSCo-chairman
Kyle BranoCo-chairman
Andy NicholsTrustee
Brandon LeathamTrustee
Brian ClevengerTrustee
John BukovatzTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$663,133
Investment Income
$5,418
Other Revenue
$15,904
Change in Net Assets
$143,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$276,339
Salaries, Compensation, and Employee Benefits$264,950
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$164,438--$164,438
Other Employee Benefits$84,915--$84,915
Fees for Services Accounting$24,640--$24,640
All Other Expenses$17,597--$17,597
Payroll Taxes$15,597--$15,597
Other Expenses$15,483--$15,483
Depreciation Depletion$15,310--$15,310
Insurance$14,640--$14,640
Advertising$5,233--$5,233
Office Expenses$2,930--$2,930
Total Functional Expenses$541,289$0$0$541,289
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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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, Part VI, Section A, Line 6

“The organizaiton's membership consists of union employers.”

Form 990, Part VI, Section A, Line 7A

“The organization's members elect the board of trustees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the trustees before the return is filed.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is continuously monitored and reviewed by the board.”

Form 990, Part VI, Section B, Line 15A

“The administrator's compensation package is reviewed by the board of trustees annually.”

Form 990, Part VI, Section C, Line 19

“The unions governing documents, financial statements and tax returns are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montana State Sheet Metal Workers -
EIN
81-0413915
Phone
4065330112
Address
PO BOX 4048, BUTTE, MT 59702

Signing Officer

Name
Andrew Nichols
Title
Co-chairman
Phone
4068602041
Signed
2025-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kyle Brano
Formed
2000
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
0

Preparer

Firm
Newland and Company Pc
Address
PO BOX 3006, BUTTE, MT 59702-3006
Preparer
Patrick Burt
Phone
4064944754
Raw XML Appendix340 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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IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0108920
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0189524
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0298444
IRS990ScheduleD/EquipmentGrp/BookValueAmt019350
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0221717
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0241067
IRS990ScheduleD/LandGrp/BookValueAmt055000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt055000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0143810
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EDWARD JONES LISTED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0183270
IRS990ScheduleD/TotalBookValueSecuritiesAmt0143810
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZAITON'S MEMBERSHIP CONSISTS OF UNION EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERS ELECT THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE TRUSTEES BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY IS CONTINUOUSLY MONITORED AND REVIEWED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ADMINISTRATOR'S COMPENSATION PACKAGE IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE UNIONS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0424227
IRS990/TotalAssetsEOYAmt0568307
IRS990/TotalAssetsGrp/BOYAmt0424227
IRS990/TotalAssetsGrp/EOYAmt0568307
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0541289
IRS990/TotalFunctionalExpensesGrp/TotalAmt0541289
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03264
IRS990/TotalLiabilitiesEOYAmt04178
IRS990/TotalLiabilitiesGrp/BOYAmt03264
IRS990/TotalLiabilitiesGrp/EOYAmt04178
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0420963
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0564129
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0541289
IRS990/TotalProgramServiceRevenueAmt0663133
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0684455
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0684455
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0424227
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0568307
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0309 YELLOWSTONE AVENUE
IRS990/USAddress/CityNm0LAUREL
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059044
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW NICHOLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04068602041
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA STATE SHEET METAL WORKERS -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOINT APPRENTICESHIP AND TRAINING
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0810413915
ReturnHeader/Filer/PhoneNum04065330112
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4048
ReturnHeader/Filer/USAddress/CityNm0BUTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810333198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWLAND AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0597023006
ReturnHeader/PreparerPersonGrp/PhoneNum04064944754
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK BURT
ReturnHeader/ReturnTs02025-03-27T15:30:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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