Civic Intelligence

Sheet Metal Industry Advancement Fund

EIN 84-1623338 • 501(c)5 • Omaha, NE

Profile

Promote the sheet metal industry through publicity and union contractor relations.

3333 So 24th StreetOmaha, NE 68108-1852

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

84th percentile

27%

Higher net margin than 84% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

99th percentile

$133,253

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 899.2% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$28,722

Up $3,999 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$28,722

Up $3,999 (+16%) from 2024

Operations
Liabilities / Revenue60th percentileNet Margin84th percentile

Revenue

Down

$14,819

Down $4,414 (-23%) from 2024

Expenses

Down

$10,820

Down $22,213 (-67%) from 2024

Net Income

Up

$3,999

Up $17,799 (+129%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$80K$60K$40K$20K$0Assets 2015: $74,223Liabilities 2015: $0Net Assets 2015: $74,2232015Assets 2016: $68,586Liabilities 2016: $0Net Assets 2016: $68,5862016Assets 2017: $60,720Liabilities 2017: $0Net Assets 2017: $60,7202017Assets 2018: $45,982Liabilities 2018: $0Net Assets 2018: $45,9822018Assets 2019: $47,506Liabilities 2019: $0Net Assets 2019: $47,5062019Assets 2020: $49,930Liabilities 2020: $0Net Assets 2020: $49,9302020Assets 2021: $44,367Liabilities 2021: $0Net Assets 2021: $44,3672021Assets 2022: $47,919Liabilities 2022: $0Net Assets 2022: $47,9192022Assets 2023: $38,523Liabilities 2023: $0Net Assets 2023: $38,5232023Assets 2024: $24,723Liabilities 2024: $0Net Assets 2024: $24,7232024Assets 2025: $28,722Liabilities 2025: $0Net Assets 2025: $28,7222025

Highlighted filing

2025

Assets$28,722
Liabilities$0
Net Assets$28,722
Open 2025 Filing

Operations Trend

Revenue Growth15th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2015: $13,945Expenses 2015: $40,432Net Income 2015: -$26,4872015Revenue 2016: $13,963Expenses 2016: $19,600Net Income 2016: -$5,6372016Revenue 2017: $13,175Expenses 2017: $21,041Net Income 2017: -$7,8662017Revenue 2018: $15,072Expenses 2018: $29,810Net Income 2018: -$14,7382018Revenue 2019: $19,287Expenses 2019: $17,763Net Income 2019: $1,5242019Revenue 2020: $20,379Expenses 2020: $17,955Net Income 2020: $2,4242020Revenue 2021: $19,958Expenses 2021: $25,521Net Income 2021: -$5,5632021Revenue 2022: $17,998Expenses 2022: $14,446Net Income 2022: $3,5522022Revenue 2023: $22,714Expenses 2023: $32,110Net Income 2023: -$9,3962023Revenue 2024: $19,233Expenses 2024: $33,033Net Income 2024: -$13,8002024Revenue 2025: $14,819Expenses 2025: $10,820Net Income 2025: $3,9992025

Highlighted filing

2025

Revenue$14,819
Expenses$10,820
Net Income$3,999
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,722
Liabilities
$0
Net assets
$28,722
Revenue
$14,819
Expenses
$10,820
Net income
$3,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$14.8$10.8$4.00
2024Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$19.2$33.0$13.8
2023Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$22.7$32.1$9.40
2022Detailed filing. Detailed filing data is available for this year.$47.9$0.00$47.9$18.0$14.4$3.55
2021Detailed filing. Detailed filing data is available for this year.$44.4$0.00$44.4$20.0$25.5$5.56
2020Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$20.4$18.0$2.42
2019Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$19.3$17.8$1.52
2018Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$15.1$29.8$14.7
2017Detailed filing. Detailed filing data is available for this year.$60.7$0.00$60.7$13.2$21.0$7.87
2016Detailed filing. Detailed filing data is available for this year.$68.6$0.00$68.6$14.0$19.6$5.64
2015Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$13.9$40.4$26.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Gross Receipts
$14,819
Mission and Program Overview

Mission

Promote the sheet metal industry through publicity and union contractor relations.

Program Services

DescriptionGrantsExpenses
IMPROVE UNION-CONTRACTOR COMMUNICATIONS, JOINT ORGANIZATIONAL EFFECTIVENESS, AND BUSINESS OPPORTUNITIES$0$0
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON GREISEMERBusiness ManagerPT$0$133,253$133,253
STEVE TERWILLEGERTrusteePT$0--
ADAM SHANESYTrusteePT$0--
SCOTT VALCONETrusteePT$0--
DOUG KLUGTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Industry Advancement Fund
EIN
84-1623338
Phone
4023303383
Address
3333 SO 24TH STREET, OMAHA, NE 68108-1852

Signing Officer

Name
Jason Griesemer
Title
Business Manager
Phone
4023303383
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
O'DONNELL FICENEC WILLS & FERDIG LLP
Address
11404 WEST DODGE ROAD STE 200, OMAHA, NE 68154-2504
Preparer
Anthony J Keller
Phone
4025923800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 123.”

Raw XML Appendix114 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JASON GRIESEMER
IRS990EZ/BooksInCareOfDetail/PhoneNum04023303383
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03333 SOUTH 24TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OMAHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0681081852
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028722
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03999
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05555
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028722
IRS990EZ/GrossReceiptsAmt014819
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028722
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028722
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt4133253
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE TERWILLEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADAM SHANESY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT VALCONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUG KLUG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JASON GREISEMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BUSINESS MANAGER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt0123
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE SHEET METAL INDUSTRY THROUGH PUBLICITY AND UNION CONTRACTOR RELATIONS.
IRS990EZ/PrintingPublicationsPostageAmt05265
IRS990EZ/ProgramServiceRevenueAmt014696
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IMPROVE UNION-CONTRACTOR COMMUNICATIONS, JOINT ORGANIZATIONAL EFFECTIVENESS, AND BUSINESS OPPORTUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt010820
IRS990EZ/TotalRevenueAmt014819
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 123.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON GRIESEMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04023303383
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL INDUSTRY ADVANCEMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0841623338
ReturnHeader/Filer/PhoneNum04023303383
ReturnHeader/Filer/USAddress/AddressLine1Txt03333 SO 24TH STREET
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0681081852
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470387937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'DONNELL FICENEC WILLS & FERDIG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011404 WEST DODGE ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681542504
ReturnHeader/PreparerPersonGrp/PhoneNum04025923800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY J KELLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-24T08:32:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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