Civic Intelligence

Orange-Inland Sheet Metal Industry Labor

EIN 91-2127019 • 501(c)6 • Santa Fe Springs, CA

Profile

Labor-management cooperation trust to improve public image and foster positive labor-management relations.

12070 Telegraph Road Suite 350Santa Fe Springs, CA 90670

n/A

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.00x

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

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

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.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

55th percentile

6.8%

Faster asset growth than 55% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,602,258

Up $41,076 (+2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,602,258

Up $41,076 (+2.6%) from 2023

Revenue

Up

$509,502

Up $32,717 (+6.9%) from 2023

Expenses

Up

$507,422

Up $148,003 (+41%) from 2023

Net Income

Down

$2,080

Down $115,286 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $267,949Liabilities 2011: $02011Assets 2012: $310,296Liabilities 2012: $0Net Assets 2012: $310,2962012Assets 2013: $326,737Liabilities 2013: $0Net Assets 2013: $326,7372013Assets 2014: $312,131Liabilities 2014: $0Net Assets 2014: $312,1312014Assets 2015: $436,953Liabilities 2015: $0Net Assets 2015: $436,9532015Assets 2016: $509,256Liabilities 2016: $0Net Assets 2016: $509,2562016Assets 2017: $561,638Liabilities 2017: $0Net Assets 2017: $561,6382017Assets 2018: $656,360Liabilities 2018: $0Net Assets 2018: $656,3602018Assets 2019: $901,388Liabilities 2019: $0Net Assets 2019: $901,3882019Assets 2020: $1,162,422Liabilities 2020: $0Net Assets 2020: $1,162,4222020Assets 2021: $1,527,300Liabilities 2021: $0Net Assets 2021: $1,527,3002021Assets 2022: $1,438,403Liabilities 2022: $0Net Assets 2022: $1,438,4032022Assets 2023: $1,561,182Liabilities 2023: $0Net Assets 2023: $1,561,1822023Assets 2024: $1,602,258Liabilities 2024: $0Net Assets 2024: $1,602,2582024

Highlighted filing

2024

Assets$1,602,258
Liabilities$0
Net Assets$1,602,258

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $137,963Expenses 2011: $137,515Net Income 2011: $4482011Revenue 2012: $153,372Expenses 2012: $111,025Net Income 2012: $42,3472012Revenue 2013: $142,766Expenses 2013: $126,325Net Income 2013: $16,4412013Revenue 2014: $126,578Expenses 2014: $141,184Net Income 2014: -$14,6062014Revenue 2015: $227,931Expenses 2015: $96,852Net Income 2015: $131,0792015Revenue 2016: $372,779Expenses 2016: $303,990Net Income 2016: $68,7892016Revenue 2017: $226,995Expenses 2017: $180,036Net Income 2017: $46,9592017Revenue 2018: $428,262Expenses 2018: $334,979Net Income 2018: $93,2832018Revenue 2019: $487,526Expenses 2019: $252,142Net Income 2019: $235,3842019Revenue 2020: $538,339Expenses 2020: $277,317Net Income 2020: $261,0222020Revenue 2021: $512,132Expenses 2021: $179,148Net Income 2021: $332,9842021Revenue 2022: $478,425Expenses 2022: $439,617Net Income 2022: $38,8082022Revenue 2023: $476,785Expenses 2023: $359,419Net Income 2023: $117,3662023Revenue 2024: $509,502Expenses 2024: $507,422Net Income 2024: $2,0802024

Highlighted filing

2024

Revenue$509,502
Expenses$507,422
Net Income$2,080

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.51$0.51$0.00
2023Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.48$0.36$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.48$0.44$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.51$0.18$0.33
2020Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.54$0.28$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.49$0.25$0.24
2018Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$0.43$0.33$0.09
2017Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.23$0.18$0.05
2016Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.37$0.30$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.23$0.10$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.13$0.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.14$0.13$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.15$0.11$0.04
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.14$0.14$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 6, 2025
Return Version
2023v6.0
Gross Receipts
$509,502
Mission and Program Overview

Mission

To improve public image and foster positive labor-management relations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$888,586$948,238▲ $59,652
Cash and Non-Interest-Bearing Accounts$629,661$605,685▼ $23,976
Savings and Temporary Cash Investments$42,935$48,335▲ $5,400
Total Assets$1,561,182$1,602,258▲ $41,076
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$930,345$971,421▲ $41,076
Net Assets With Donor Restrictions$630,837$630,837→ $0
Total Net Assets Fund Balance$1,561,182$1,602,258▲ $41,076
Total Liabilities and Net Assets / Fund Balance$1,561,182$1,602,258▲ $41,076

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$113,976--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark TerzigniDirector of Operations
Al HernandezLabor Trustee
Alan SandovalLabor Trustee
Donny SappingtonLabor Trustee
Steve HinsonLabor Trustee
Gina MedelManagement Trustee
Hector VargasManagement Trustee
Karen FoxManagement Trustee
Pete FortinManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$477,484
Program Service Revenue
$0
Investment Income
$32,018
Other Revenue
$0
All Other Contributions
$360
Change in Net Assets
$2,080

Audited Revenue Reconciliation

Revenue per Audited Statements
$509,502
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$38,995
Total Revenue per Audited Statements
$548,497
Total Revenue per Form 990
$509,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$507,422
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$194,772--$194,772
Other Expenses$19,034$24,689-$19,034
Fees for Services Accounting-$16,091-$16,091
Office Expenses$4,807$6,684-$11,491
Fees for Service Investment Mgmnt Fees-$4,474-$4,474
Advertising$71--$71
Total Functional Expenses$455,484$51,938$0$507,422

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$507,422
Total Expenses per Audited Statements$507,422
Total Expenses per Form 990$507,422
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
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
No
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

Members consist of employees subject to the collective bargaining agreement.

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

Member employees.

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

Organization's process to review form 990 director of operations and treasurer review the form before filing.

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

Reviewed annually during board meeting.

Form 990, Part VI, Section C, line 19

Upon written request, the trust shall make available for public review at a mutually convenient time.

Filing and Contact Details

Filer

Filer Name
So California Sheet Metal Industry
EIN
91-2127019
Phone
5629446345
Address
12070 Telegraph Road Suite 350, Santa Fe Springs, CA 90670

Signing Officer

Name
Mark Terzigni
Title
Director of Operations
Phone
5629446345
Signed
2025-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Terzigni
Formed
2008
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Hw Llp
Address
16133 VENTURA BLVD STE 700, ENCINO, CA 91436-2406
Preparer
Louis Hamel
Phone
8189213980
Raw XML Appendix370 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc7FIDELITY U.S BOND INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc8FIDELITY CONTRAFUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc9FIDELITY INTERNATIONAL INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc10PGIM SHRT SUR MULTI-SECT BND CL Z
IRS990ScheduleD/OtherSecuritiesGrp/Desc11FIDELITY 500 INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/RevenueNotReportedAmt038995
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0509502
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0948238
IRS990ScheduleD/TotalExpensesPerForm990Amt0507422
IRS990ScheduleD/TotalRevenuePerForm990Amt0509502
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0548497
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0507422
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members consist of employees subject to the collective bargaining agreement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Member employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION'S PROCESS TO REVIEW FORM 990 DIRECTOR OF OPERATIONS AND TREASURER REVIEW THE FORM BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reviewed annually during board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Upon written request, the trust shall make available for public review at a mutually convenient time.
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 C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01561182
IRS990/TotalAssetsEOYAmt01602258
IRS990/TotalAssetsGrp/BOYAmt01561182
IRS990/TotalAssetsGrp/EOYAmt01602258
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0477484
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051938
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0455484
IRS990/TotalFunctionalExpensesGrp/TotalAmt0507422
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01561182
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01602258
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0455484
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt032018
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0509502
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01561182
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01602258
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012070 TELEGRAPH ROAD SUITE 350
IRS990/USAddress/CityNm0SANTA FE SPRINGS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090670
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK TERZIGNI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR. OF OPERATIONS
ReturnHeader/BusinessOfficerGrp/PhoneNum05629446345
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0So California Sheet Metal Industry
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Labor Management Cooperation Trust
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0912127019
ReturnHeader/Filer/PhoneNum05629446345
ReturnHeader/Filer/USAddress/AddressLine1Txt012070 Telegraph Road Suite 350
ReturnHeader/Filer/USAddress/CityNm0Santa Fe Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090670
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454205322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016133 VENTURA BLVD STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0914362406
ReturnHeader/PreparerPersonGrp/PhoneNum08189213980
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis Hamel
ReturnHeader/ReturnTs02025-10-06T13:55:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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