Civic Intelligence

Arizona Sheet Metal Joint Apprenticeship and Training Committee

990 • Fiscal year 2024 • EIN 86-0149424

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 24, 2025

Organization Profilewww.azsheetmetal.org
2534 E Adams StPhoenix, AZ 85034

(602) 275-6511

Siviq Scores

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

Liabilities / Assets

67th percentile

0.05x

Higher debt load relative to assets than 67% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.09x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2024

Net Margin

98th percentile

62%

Higher net margin than 98% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$196,835

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2024

Asset Growth

96th percentile

54%

Faster asset growth than 96% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

35%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$9,539,986

Up $3,331,771 (+54%) from 2023

Net Assets

Up

$9,067,118

Up $3,327,802 (+58%) from 2023

Liabilities

Up

$472,868

Up $3,969 (+0.8%) from 2023

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin98th percentile

Revenue

Up

$5,240,406

Up $1,366,096 (+35%) from 2023

Expenses

Up

$1,984,896

Up $292,504 (+17%) from 2023

Net Income

Up

$3,255,510

Up $1,073,592 (+49%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$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

2024

Assets$9,539,986
Liabilities$472,868
Net Assets$9,067,118
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

2024

Revenue$5,240,406
Expenses$1,984,896
Net Income$3,255,510
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Gross Receipts
$5,240,406
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$3,900,292$5,155,400▲ $1,255,108
Investments in Publicly Traded Securities$1,022,336$2,997,206▲ $1,974,870
Cash and Non-Interest-Bearing Accounts$731,428$870,454▲ $139,026
Land, Buildings, and Equipment, Net$454,903$465,802▲ $10,899
Prepaid Expenses and Deferred Charges$99,256$51,124▼ $48,132
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$6,208,215$9,539,986▲ $3,331,771
Other Assets Total-$0-
Liabilities
Other Liabilities$468,671$468,671→ $0
Accounts Payable and Accrued Expenses$228$4,197▲ $3,969
Total Liabilities$468,899$472,868▲ $3,969
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,739,316$9,067,118▲ $3,327,802
Total Net Assets Fund Balance$5,739,316$9,067,118▲ $3,327,802
Total Liabilities and Net Assets / Fund Balance$6,208,215$9,539,986▲ $3,331,771

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$138,300$1,006,798$1,145,098
Leasehold Improvements$321,175$291,980$613,155
Other Land Buildings$6,327$42,994$49,321
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Albert R Blanco JrCoordinatorFT$139,251$57,584$196,835
James BurkettInstructorFT$130,790$56,145$186,935
Michael T SapienInstructorFT$130,790$56,145$186,935
Richard MorrisonInstructorFT$130,790$56,145$186,935

Board Members and Trustees

NameTitle
James DinanChairman
Luke KasperLabor Trustee
Thomas McdermottLabor Trustee
Katie Watson-cruzMGMT Trustee
Michael DaughertyMgnt Trustee
Jeff HollySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,929,576
Investment Income
$295,534
Other Revenue
$15,296
Change in Net Assets
$3,255,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,110,131
Other Expenses$874,765
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$592,039
Current Officers, Directors, Trustees, and Key Employees---$196,835
Pension Plan Contributions---$195,704
Other Employee Benefits---$69,412
Depreciation Depletion---$68,544
All Other Expenses---$66,206
Other Expenses---$57,882
Payroll Taxes---$56,141
Occupancy---$53,944
Insurance---$27,975
Fees for Service Investment Mgmnt Fees---$16,786
Office Expenses---$16,053
Conferences and Meetings---$12,537
Travel---$9,222
Fees for Services Accounting---$7,723
Advertising---$7,371
Fees for Services Legal---$860
Total Functional Expenses$0$0$0$1,984,896
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
2025-04-24
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
14

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
8399 E Indian School Rd 201, 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 2022 - 2024 remain subject to examination for federal income tax purposes and tax years 2021 - 2024 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.”

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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt053944
IRS990/OfficeExpensesGrp/TotalAmt016053
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt069412
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1SHOP MATERIALS
IRS990/OtherExpensesGrp/Desc2MAINTENANCE/JANITORIAL
IRS990/OtherExpensesGrp/Desc3Telephone and Utilities
IRS990/OtherExpensesGrp/TotalAmt0319858
IRS990/OtherExpensesGrp/TotalAmt1144494
IRS990/OtherExpensesGrp/TotalAmt265310
IRS990/OtherExpensesGrp/TotalAmt357882
IRS990/OtherLiabilitiesGrp/BOYAmt0468671
IRS990/OtherLiabilitiesGrp/EOYAmt0468671
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0Sundry
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015296
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015296
IRS990/OtherRevenueTotalAmt015296
IRS990/OtherSalariesAndWagesGrp/TotalAmt0592039
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt056141
IRS990/PensionPlanContributionsGrp/TotalAmt0195704
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt099256
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051124
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/RelatedOrExemptFuncIncomeAmt04318155
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1651
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2610770
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04318155
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2610770
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0173060
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0753257
IRS990/PYOtherRevenueAmt032501
IRS990/PYProgramServiceRevenueAmt03668749
IRS990/PYRevenuesLessExpensesAmt02181918
IRS990/PYSalariesCompEmpBnftPaidAmt0939135
IRS990/PYTotalExpensesAmt01692392
IRS990/PYTotalRevenueAmt03874310
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03255510
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03900292
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05155400
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0138300
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01006798
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01145098
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0321175
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0291980
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0613155
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06327
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042994
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049321
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0468671
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0withdrawal liability payable
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 2022 - 2024 remain subject to examination for federal income tax purposes and tax years 2021 - 2024 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/TotalBookValueLandBuildingsAmt0465802
IRS990ScheduleD/TotalLiabilityAmt0468671
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/BaseCompensationFilingOrgAmt0139251
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1130790
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2130790
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3130790
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt041898
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt140459
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt240459
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt340459
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015686
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt115686
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt215686
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt315686
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Albert R Blanco Jr
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1James Burkett
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Michael T Sapien
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Richard Morrison
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Coordinator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0196835
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1186935
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2186935
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3186935
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
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,539,986
Liabilities
$472,868
Net assets
$9,067,118
Revenue
$5,240,406
Expenses
$1,984,896
Net income
$3,255,510
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