Civic Intelligence

Montana State Sheet Metal Workers Joint Apprenticeship and Training

990 • Fiscal year 2017 • EIN 81-0413915

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 16, 2017

Organization ProfileN/A
PO Box 4048Butte, MT 59702

(406) 533-0112

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.01x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

24th percentile

-2.4%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

28th percentile

-1.3%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

8.2%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$524,518

Down $6,788 (-1.3%) from 2016

Net Assets

Down

$521,670

Down $6,978 (-1.3%) from 2016

Liabilities

Up

$2,848

Up $190 (+7.1%) from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin24th percentile

Revenue

Up

$294,514

Up $22,372 (+8.2%) from 2016

Expenses

Up

$301,492

Up $17,564 (+6.2%) from 2016

Net Income

Up

-$6,978

Up $4,808 (+41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2017

Assets$524,518
Liabilities$2,848
Net Assets$521,670
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$294,514
Expenses$301,492
Net Income-$6,978
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$294,514
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$273,957$289,291▲ $15,334
Land, Buildings, and Equipment, Net$245,002$223,973▼ $21,029
Cash and Non-Interest-Bearing Accounts$11,595$10,502▼ $1,093
Total Assets$531,306$524,518▼ $6,788
Other Assets Total$752$752→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,658$2,848▲ $190
Total Liabilities$2,658$2,848▲ $190
Net Assets / Fund Balance
Unrestricted Net Assets$528,648$521,670▼ $6,978
Total Net Assets Fund Balance$528,648$521,670▼ $6,978
Total Liabilities and Net Assets / Fund Balance$531,306$524,518▼ $6,788

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$141,862$140,052$281,914
Equipment$27,111$169,157$196,268
Land$55,000-$55,000
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Bill BrennanCo-chairman
Kyle BranoCo-chairman
Jeff LinkTrustee
John CarterTrustee
Matt LaneTrustee
Tom ShannonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$288,392
Investment Income
$6,122
Other Revenue
$0
Change in Net Assets
$-6,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,350
Salaries, Compensation, and Employee Benefits$123,142
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$78,175--$78,175
Depreciation Depletion$27,312--$27,312
Other Employee Benefits$19,210--$19,210
Pension Plan Contributions$18,753--$18,753
All Other Expenses$16,996--$16,996
Advertising$11,113--$11,113
Insurance$10,132--$10,132
Fees for Services Accounting$9,530--$9,530
Other Expenses$9,495--$9,495
Travel$7,957--$7,957
Payroll Taxes$7,004--$7,004
Conferences and Meetings$5,821--$5,821
Office Expenses$2,780--$2,780
Total Functional Expenses$301,492$0$0$301,492
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 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
John Carter
Title
Trustee
Phone
4064583364
Signed
2017-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Carter
Formed
2000
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
0

Preparer

Firm
Newland and Company PC
Address
PO Box 3006, Butte, MT 59702-3006
Preparer
Patrick Burt
Phone
4064944754
Raw XML Appendix339 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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IRS990/MissionDesc0TO 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.
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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
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0301492
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02658
IRS990/TotalLiabilitiesEOYAmt02848
IRS990/TotalLiabilitiesGrp/BOYAmt02658
IRS990/TotalLiabilitiesGrp/EOYAmt02848
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0528648
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0521670
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0301492
IRS990/TotalProgramServiceRevenueAmt0288392
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0294514
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294514
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0531306
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0524518
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07957
IRS990/TravelGrp/TotalAmt07957
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0528648
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0521670
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05250 N Montana Ave
IRS990/USAddress/CityNm0Helena
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059602
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04064583364
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-16
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B05DDCF901F4FB51385A3102534072EB99E65CB5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.144.120.228
ReturnHeader/FilingSecurityInformation/IPDt02017-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm010:59:29
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/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK BURT
ReturnHeader/ReturnTs02018-01-08T10:04:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$524,518
Liabilities
$2,848
Net assets
$521,670
Revenue
$294,514
Expenses
$301,492
Net income
-$6,978
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