Civic Intelligence

Arizona Sheet Metal Joint Apprenticeship and Training Commit

EIN 86-0149424 • 501(c)5 • Phoenix, AZ

Profile

supporting program for the training and education of sheet metal apprentices, journeymen, and other persons as may be designated by the trustees, and other programs in furtherance of such training.

2534 E Adams StPhoenix, AZ 85034

www.azsheetmetal.org

Siviq Scores

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

Liabilities / Assets

84th percentile

0.17x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

0.33x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

41%

Higher net margin than 93% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Up

$11,723,065

Up $2,183,079 (+23%) from 2024

Liabilities

Up

$473,607

Up $739 (+0.2%) from 2024

Net Assets

Up

$11,249,458

Up $2,182,340 (+24%) from 2024

Revenue

Down

$4,930,715

Down $309,691 (-5.9%) from 2024

Expenses

Up

$2,940,582

Up $955,686 (+48%) from 2024

Net Income

Down

$1,990,133

Down $1,265,377 (-39%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $2,048,779Liabilities 2011: $0Net Assets 2011: $2,048,7792011Assets 2012: $2,058,348Liabilities 2012: $0Net Assets 2012: $2,058,3482012Assets 2013: $1,822,643Liabilities 2013: $0Net Assets 2013: $1,822,6432013Assets 2014: $1,598,016Liabilities 2014: $0Net Assets 2014: $1,598,0162014Assets 2015: $1,404,631Liabilities 2015: $0Net Assets 2015: $1,404,6312015Assets 2016: $1,366,015Liabilities 2016: $0Net Assets 2016: $1,366,0152016Assets 2017: $1,523,029Liabilities 2017: $61Net Assets 2017: $1,522,9682017Assets 2018: $1,724,564Liabilities 2018: $0Net Assets 2018: $1,724,5642018Assets 2019: $2,216,433Liabilities 2019: $470,938Net Assets 2019: $1,745,4952019Assets 2020: $2,807,073Liabilities 2020: $468,819Net Assets 2020: $2,338,2542020Assets 2021: $3,174,158Liabilities 2021: $468,779Net Assets 2021: $2,705,3792021Assets 2022: $3,971,011Liabilities 2022: $468,696Net Assets 2022: $3,502,3152022Assets 2023: $6,208,215Liabilities 2023: $468,899Net Assets 2023: $5,739,3162023Assets 2024: $9,539,986Liabilities 2024: $472,868Net Assets 2024: $9,067,1182024Assets 2025: $11,723,065Liabilities 2025: $473,607Net Assets 2025: $11,249,4582025

Highlighted filing

2025

Assets$11,723,065
Liabilities$473,607
Net Assets$11,249,458

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $994,358Expenses 2011: $1,072,434Net Income 2011: -$78,0762011Revenue 2012: $906,645Expenses 2012: $922,018Net Income 2012: -$15,3732012Revenue 2013: $675,742Expenses 2013: $937,887Net Income 2013: -$262,1452013Revenue 2014: $591,627Expenses 2014: $781,348Net Income 2014: -$189,7212014Revenue 2015: $437,103Expenses 2015: $616,093Net Income 2015: -$178,9902015Revenue 2016: $541,987Expenses 2016: $588,122Net Income 2016: -$46,1352016Revenue 2017: $847,990Expenses 2017: $706,014Net Income 2017: $141,9762017Revenue 2018: $939,045Expenses 2018: $723,628Net Income 2018: $215,4172018Revenue 2019: $1,300,687Expenses 2019: $1,318,158Net Income 2019: -$17,4712019Revenue 2020: $1,399,689Expenses 2020: $827,956Net Income 2020: $571,7332020Revenue 2021: $1,370,156Expenses 2021: $1,047,100Net Income 2021: $323,0562021Revenue 2022: $2,465,245Expenses 2022: $1,529,446Net Income 2022: $935,7992022Revenue 2023: $3,874,310Expenses 2023: $1,692,392Net Income 2023: $2,181,9182023Revenue 2024: $5,240,406Expenses 2024: $1,984,896Net Income 2024: $3,255,5102024Revenue 2025: $4,930,715Expenses 2025: $2,940,582Net Income 2025: $1,990,1332025

Highlighted filing

2025

Revenue$4,930,715
Expenses$2,940,582
Net Income$1,990,133

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.7$0.47$11.2$4.93$2.94$1.99
2024Detailed filing. Detailed filing data is available for this year.$9.54$0.47$9.07$5.24$1.98$3.26
2023Detailed filing. Detailed filing data is available for this year.$6.21$0.47$5.74$3.87$1.69$2.18
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.47$3.50$2.47$1.53$0.94
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.47$2.71$1.37$1.05$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.47$2.34$1.40$0.83$0.57
2019Summary only. Only limited summary data is available for this year.$2.22$0.47$1.75$1.30$1.32$0.02
2018Summary only. Only limited summary data is available for this year.$1.72$0.00$1.72$0.94$0.72$0.22
2017Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.85$0.71$0.14
2016Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.54$0.59$0.05
2015Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.44$0.62$0.18
2014Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.59$0.78$0.19
2013Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.68$0.94$0.26
2012Summary only. Only limited summary data is available for this year.$2.06$0.00$2.06$0.91$0.92$0.02
2011Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.99$1.07$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 28, 2026
Return Version
2025v4.0
Gross Receipts
$5,099,729
Mission and Program Overview

Mission

supporting program for the training and education of sheet metal apprentices, journeymen, and other persons as may be designated by the trustees, and other programs in furtherance of such training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,155,400$6,341,536▲ $1,186,136
Investments in Publicly Traded Securities$2,997,206$3,334,400▲ $337,194
Cash and Non-Interest-Bearing Accounts$870,454$1,229,402▲ $358,948
Land, Buildings, and Equipment, Net$465,802$817,727▲ $351,925
Prepaid Expenses and Deferred Charges$51,124$0▼ $51,124
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$9,539,986$11,723,065▲ $2,183,079
Other Assets Total-$0-
Liabilities
Other Liabilities$468,671$468,671→ $0
Accounts Payable and Accrued Expenses$4,197$4,936▲ $739
Total Liabilities$472,868$473,607▲ $739
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,067,118$11,249,458▲ $2,182,340
Total Net Assets Fund Balance$9,067,118$11,249,458▲ $2,182,340
Total Liabilities and Net Assets / Fund Balance$9,539,986$11,723,065▲ $2,183,079

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$199,661$1,058,290$1,257,951
Leasehold Improvements$609,936$316,949$926,885
Other Land Buildings$8,130$45,209$53,339
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Albert R Blanco JrCoordinatorFT$141,882$43,374$185,256
Michael T SapienInstructorFT$125,562$43,374$168,936
James BurkettInstructorFT$121,830$43,374$165,204
Alejandro EspinozaInstructorFT$100,045$21,799$121,844

Board Members and Trustees

NameTitle
James DinanChairman/Sec
Jeff HollySec/Chairman
Dan TashLabor Trustee
Luke KasperLabor Trustee
Katie Watson-cruzMGMT Trustee
Michael DaughertyMgnt Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,750
Program Service Revenue
$4,538,487
Investment Income
$360,911
Other Revenue
$29,567
All Other Contributions
$1,750
Change in Net Assets
$1,990,133

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,930,715
Revenue Not Reported on Form 990
$192,207
Total Revenue per Audited Statements
$5,122,922
Total Revenue per Form 990
$4,930,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,800,034
Salaries, Compensation, and Employee Benefits$1,140,548
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$596,179
Pension Plan Contributions---$230,135
Current Officers, Directors, Trustees, and Key Employees---$185,256
All Other Expenses---$86,331
Depreciation Depletion---$78,676
Other Expenses---$75,737
Other Employee Benefits---$74,431
Conferences and Meetings---$70,629
Payroll Taxes---$54,547
Occupancy---$53,199
Insurance---$25,389
Fees for Service Investment Mgmnt Fees---$25,178
Office Expenses---$13,851
Travel---$7,892
Advertising---$7,584
Fees for Services Accounting---$4,130
Fees for Services Legal---$1,058
Total Functional Expenses$0$0$0$2,940,582

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,940,582
Total Expenses per Audited Statements$2,940,582
Total Expenses per Form 990$2,940,582
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
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
withdrawal liability payable$468,671
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
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
Yes
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 B, Line 11B

A member of the board of trustees reviews and signs the 990 before it is filed. It is then presented to the board at the next board of trustees meeting.

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

The bookkeeper and the coordinator are consistently aware of any conflicts with the policy since the organization is small.

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

Compensation is paid according to the pay scale in the union agreement between sheet metal & air conditioning national association and the local union 359 of the sheet metal workers' international association.

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

Compensation is paid according to the pay scale in the union agreement between sheet metal & air conditioning national association and the local union 359 of the sheet metal workers' international association.

Form 990, Part VI, Section C, Line 19

Documents are made available upon written request to the board of trustees.

Filing and Contact Details

Filer

Filer Name
Arizona Sheet Metal Joint Apprenticeship
EIN
86-0149424
Phone
6022756511
Address
2534 E ADAMS ST, PHOENIX, AZ 85034

Signing Officer

Name
Jeff Holly
Title
Secretary
Signed
2026-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1997
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
12

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
3200 N Hayden Rd Ste 323, Scottsdale, AZ 85251
Preparer
Robert H Baldwin
Phone
4807369200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The Fund is exempt from income taxes under Section 501(c)(5) of the Internal Revenue Code. Accordingly, no provision is made for Federal or State income taxes.Tax years 2023 - 2025 remain subject to examination for federal income tax purposes and tax years 2023 - 2025 remain subject to examination for state income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statutes of limitations, audits, changes in tax laws and new authoritative rulings.

Raw XML AppendixShowing 400 of 481 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04197
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04936
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0supporting program for the training and education of sheet metal apprentices, journeymen, and other persons as may be designated by the trustees, and other programs in furtherance of such training.
IRS990/AdvertisingGrp/TotalAmt07584
IRS990/AllOtherContributionsAmt01750
IRS990/AllOtherExpensesGrp/TotalAmt086331
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ARIZONA SHEET METAL JATC
IRS990/BooksInCareOfDetail/PhoneNum06022756511
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02534 E ADAMS ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085034
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0870454
IRS990/CashNonInterestBearingGrp/EOYAmt01229402
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0185256
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt070629
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01750
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0360911
IRS990/CYOtherExpensesAmt01800034
IRS990/CYOtherRevenueAmt029567
IRS990/CYProgramServiceRevenueAmt04538487
IRS990/CYRevenuesLessExpensesAmt01990133
IRS990/CYSalariesCompEmpBnftPaidAmt01140548
IRS990/CYTotalExpensesAmt02940582
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04930715
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt078676
IRS990/Desc0training sheet metal indentured apprentices and advanced journeymen to provide a continuous pool of skilled sheet metal workers for contractors and employers in the community.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt04130
IRS990/FeesForServicesLegalGrp/TotalAmt01058
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025178
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt439.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt539.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt639.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt739.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt043374
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt143374
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt243374
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt321799
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Albert R Blanco Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael T Sapien
IRS990/Form990PartVIISectionAGrp/PersonNm2James Burkett
IRS990/Form990PartVIISectionAGrp/PersonNm3Alejandro Espinoza
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES DINAN
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF HOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm6Dan Tash
IRS990/Form990PartVIISectionAGrp/PersonNm7LUKE KASPER
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL DAUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm9KATIE WATSON-CRUZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0141882
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1125562
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2121830
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3100045
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Coordinator
IRS990/Form990PartVIISectionAGrp/TitleTxt1Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt2Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt3Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman/Sec
IRS990/Form990PartVIISectionAGrp/TitleTxt5Sec/Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Labor Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Labor Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8MGNT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9MGMT Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt026913
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0195927
IRS990/GrossReceiptsAmt05099729
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt025389
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0333998
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0333998
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02997206
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03334400
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01420448
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0465802
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0817727
IRS990/LandBldgEquipCostOrOtherBssAmt02238175
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0169014
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0supporting program for the training and education of sheet metal apprentices, journeymen, and other persons as may be designated by the trustees, and other programs in furtherance of such training.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09067118
IRS990/NetAssetsOrFundBalancesEOYAmt011249458
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt026913
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026913
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0192207
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09067118
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011249458
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt053199
IRS990/OfficeExpensesGrp/TotalAmt013851
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt074431
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1SHOP MATERIALS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT AND LAB EXPENSE
IRS990/OtherExpensesGrp/Desc3MAINTENANCE/JANITORIAL
IRS990/OtherExpensesGrp/TotalAmt0847950
IRS990/OtherExpensesGrp/TotalAmt1418419
IRS990/OtherExpensesGrp/TotalAmt284011
IRS990/OtherExpensesGrp/TotalAmt375737
IRS990/OtherLiabilitiesGrp/BOYAmt0468671
IRS990/OtherLiabilitiesGrp/EOYAmt0468671
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0Sundry
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt029567
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt029567
IRS990/OtherRevenueTotalAmt029567
IRS990/OtherSalariesAndWagesGrp/TotalAmt0596179
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt054547
IRS990/PensionPlanContributionsGrp/TotalAmt0230135
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051124
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Board of Trustees
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1Equipment and Lab reimbur
IRS990/ProgramServiceRevenueGrp/Desc2MISC
IRS990/ProgramServiceRevenueGrp/Desc3textbook reimbursement
IRS990/ProgramServiceRevenueGrp/Desc4TUITION REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03782414
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2755873
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03782414
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2755873
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0295534
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0874765
IRS990/PYOtherRevenueAmt015296
IRS990/PYProgramServiceRevenueAmt04929576
IRS990/PYRevenuesLessExpensesAmt03255510
IRS990/PYSalariesCompEmpBnftPaidAmt01110131
IRS990/PYTotalExpensesAmt01984896
IRS990/PYTotalRevenueAmt05240406
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01990133
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05155400
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06341536
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0199661
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01058290
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01257951
IRS990ScheduleD/ExpensesSubtotalAmt02940582
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0609936
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0316949
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0926885
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0192207
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08130
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045209
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt053339
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0468671
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0withdrawal liability payable
IRS990ScheduleD/RevenueNotReportedAmt0192207
IRS990ScheduleD/RevenueSubtotalAmt04930715
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Fund is exempt from income taxes under Section 501(c)(5) of the Internal Revenue Code. Accordingly, no provision is made for Federal or State income taxes.Tax years 2023 - 2025 remain subject to examination for federal income tax purposes and tax years 2023 - 2025 remain subject to examination for state income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statutes of limitations, audits, changes in tax laws and new authoritative rulings.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0817727
IRS990ScheduleD/TotalExpensesPerForm990Amt02940582
IRS990ScheduleD/TotalLiabilityAmt0468671
IRS990ScheduleD/TotalRevenuePerForm990Amt04930715
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05122922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02940582
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The racially nondiscriminatory policy is published in a conspicuous place in the training center for all students and potential students to read and review.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1No contributions are solicited. No financial assistance is provided nor any scholarships awarded.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0141882
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1121830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2125562
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt027481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt127481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt227481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt115893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt215893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Albert R Blanco Jr
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1James Burkett
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Michael T Sapien
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Coordinator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0185256
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1165204
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2168936
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A member of the board of trustees reviews and signs the 990 before it is filed. It is then presented to the board at the next board of trustees meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOOKKEEPER AND THE COORDINATOR ARE CONSISTENTLY AWARE OF ANY CONFLICTS WITH THE POLICY SINCE THE ORGANIZATION IS SMALL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS PAID ACCORDING TO THE PAY SCALE IN THE UNION AGREEMENT BETWEEN SHEET METAL & AIR CONDITIONING NATIONAL ASSOCIATION AND THE LOCAL UNION 359 OF THE SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS PAID ACCORDING TO THE PAY SCALE IN THE UNION AGREEMENT BETWEEN SHEET METAL & AIR CONDITIONING NATIONAL ASSOCIATION AND THE LOCAL UNION 359 OF THE SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents are made available upon written request to the board of trustees.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEETMETAL air rail and transportation w
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0866052632
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0labor union
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02604 E ADAMS ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085034
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.