Civic Intelligence

Sheet Metal Training Fund

990 • Fiscal year 2013 • EIN 93-6053828

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 31, 2014

Organization ProfileN/A

View Organization Page

2379 NE 178th97230-5957

(503) 257-1022

Siviq Scores

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

Liabilities / Assets

61st percentile

0.32x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

80th percentile

1.05x

Higher debt load relative to revenue than 80% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$133,865

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

55th percentile

4.1%

Faster asset growth than 55% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$5,488,932

Up $214,403 (+4.1%) from 2012

Net Assets

Up

$3,744,621

Up $242,540 (+6.9%) from 2012

Liabilities

Down

$1,744,311

Down $28,137 (-1.6%) from 2012

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin73rd percentile

Revenue

$1,664,373

No earlier filing loaded for comparison.

Expenses

Up

$1,421,833

Up $105,774 (+8.0%) from 2012

Net Income

$242,540

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$10M$5.0M$0Assets 2010: $5,217,735Liabilities 2010: $1,926,942Net Assets 2010: $3,290,7932010Assets 2011: $5,116,589Liabilities 2011: $1,816,165Net Assets 2011: $3,300,4242011Assets 2012: $5,274,529Liabilities 2012: $1,772,448Net Assets 2012: $3,502,0812012Assets 2013: $5,488,932Liabilities 2013: $1,744,311Net Assets 2013: $3,744,6212013Assets 2014: $5,688,046Liabilities 2014: $1,712,279Net Assets 2014: $3,975,7672014Assets 2015: $5,687,197Liabilities 2015: $1,657,419Net Assets 2015: $4,029,7782015Assets 2016: $6,106,663Liabilities 2016: $1,646,801Net Assets 2016: $4,459,8622016Assets 2017: $6,205,385Liabilities 2017: $1,053,613Net Assets 2017: $5,151,7722017Assets 2018: $6,006,615Liabilities 2018: $81,394Net Assets 2018: $5,925,2212018Assets 2019: $6,494,882Liabilities 2019: $96,830Net Assets 2019: $6,398,0522019Assets 2020: $7,172,847Liabilities 2020: $301,163Net Assets 2020: $6,871,6842020Assets 2021: $7,800,547Liabilities 2021: $188,392Net Assets 2021: $7,612,1552021Assets 2022: $7,675,025Liabilities 2022: $214,917Net Assets 2022: $7,460,1082022Assets 2023: $8,071,570Liabilities 2023: $278,277Net Assets 2023: $7,793,2932023Assets 2024: $8,224,253Liabilities 2024: $200,346Net Assets 2024: $8,023,9072024

Highlighted filing

2013

Assets$5,488,932
Liabilities$1,744,311
Net Assets$3,744,621
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,340,8302010Expenses 2011: $1,399,3652011Expenses 2012: $1,316,0592012Revenue 2013: $1,664,373Expenses 2013: $1,421,833Net Income 2013: $242,5402013Revenue 2014: $1,700,912Expenses 2014: $1,469,766Net Income 2014: $231,1462014Revenue 2015: $1,563,640Expenses 2015: $1,498,884Net Income 2015: $64,7562015Revenue 2016: $1,985,868Expenses 2016: $1,581,489Net Income 2016: $404,3792016Revenue 2017: $2,421,686Expenses 2017: $1,792,829Net Income 2017: $628,8572017Revenue 2018: $2,777,653Expenses 2018: $1,958,676Net Income 2018: $818,9772018Revenue 2019: $2,813,858Expenses 2019: $2,424,344Net Income 2019: $389,5142019Revenue 2020: $2,662,357Expenses 2020: $2,292,141Net Income 2020: $370,2162020Revenue 2021: $3,175,021Expenses 2021: $2,524,914Net Income 2021: $650,1072021Revenue 2022: $3,006,247Expenses 2022: $2,810,219Net Income 2022: $196,0282022Revenue 2023: $3,005,659Expenses 2023: $3,026,925Net Income 2023: -$21,2662023Revenue 2024: $3,009,661Expenses 2024: $3,027,738Net Income 2024: -$18,0772024

Highlighted filing

2013

Revenue$1,664,373
Expenses$1,421,833
Net Income$242,540
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 31, 2014
Return Version
2013v3.0
Gross Receipts
$1,664,373
Mission and Program Overview

Mission

The trust provides training programs to apprentice and journeyman sheet metal workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,345,342$4,216,122▼ $129,220
Savings and Temporary Cash Investments$200,622$801,358▲ $600,736
Cash and Non-Interest-Bearing Accounts$550,544$276,920▼ $273,624
Accounts Receivable$147,892$146,641▼ $1,251
Prepaid Expenses and Deferred Charges$19,433$21,330▲ $1,897
Other Notes and Loans Receivable, Net-$17,260-
Total Assets$5,274,529$5,488,932▲ $214,403
Other Assets Total$10,696$9,301▼ $1,395
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,716,739$1,676,119▼ $40,620
Accounts Payable and Accrued Expenses$55,709$68,192▲ $12,483
Total Liabilities$1,772,448$1,744,311▼ $28,137
Net Assets / Fund Balance
Unrestricted Net Assets$3,502,081$3,744,621▲ $242,540
Total Net Assets Fund Balance$3,502,081$3,744,621▲ $242,540
Total Liabilities and Net Assets / Fund Balance$5,274,529$5,488,932▲ $214,403

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,532,702$1,905,466$5,438,168
Equipment$101,955$889,410$991,365
Land$581,465-$581,465
Other Land Buildings$0--
Leasehold Improvements$0--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin RothTraining CoordinatorFT$97,757$36,108$133,865

Board Members and Trustees

NameTitle
Kelly TrueBoard Chairman
Dennis DoverTrustee
JAMES SCOTT O'BRYANTTrustee
Jerry HendersonTrustee
Ken PhillipsTrustee
Vanessa StewardTrustee
Willy MyersTrustee
John CandiotoSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,589,363
Investment Income
$1,025
Other Revenue
$73,985
Change in Net Assets
$242,540

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,664,373
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,664,373
Total Revenue per Form 990
$1,664,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$787,645
Other Expenses$634,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$406,125$32,566-$438,691
Depreciation Depletion$150,578$16,731-$167,309
Current Officers, Directors, Trustees, and Key Employees$75,052$58,813-$133,865
Interest$81,203$9,023-$90,226
Occupancy$78,371$8,707-$87,078
Other Employee Benefits$79,540$6,378-$85,918
Office Expenses$58,570$18,388-$76,958
Pension Plan Contributions$68,851$5,365-$74,216
Payroll Taxes$46,712$8,243-$54,955
Fees for Services Accounting-$44,922-$44,922
Insurance$24,664$4,353-$29,017
Fees for Services Legal$16,959--$16,959
Conferences and Meetings-$9,762-$9,762
Advertising$4,282--$4,282
Travel-$2,574-$2,574
Other Expenses$0$733-$733
Total Functional Expenses$1,184,826$237,007$0$1,421,833

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,421,833
Total Expenses per Audited Statements$1,421,833
Total Expenses per Form 990$1,421,833
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 11

“The form 990 is reviewed and approved by the executive director. A copy of the approved form 990 is provided to all board members prior to filing.”

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

“The board of trustees and key employees are requested to annually review and sign the conflict of interest policy. If there is a possible conflict of interest, an evaluation process is followed and documented per the guidelines established in the policy.”

Form 990, Part VI, Section B, Line 15

“The board approves compensation and raises of executive director and key employees based on an adopted policy.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financial statements, and policies are available upon request.”

Filing and Contact Details

Filer

EIN
93-6053828
Phone
5032571022

Signing Officer

Name
Kelly True
Title
Board Chairman
Phone
5032571022
Signed
2014-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly True
Formed
1969
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
13
Volunteers
0

Preparer

Preparer
Shane M Graves
Phone
5032205900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process did not change from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Management believes the sheet metal training fund does not have any uncertain tax positions. Any interest or penalties associated with the trust's tax positions would be recorded as a component of management and general expenses. The trust annually files an information return with the internal revenue service (irs).”

Raw XML AppendixShowing 400 of 502 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/OthNotesLoansReceivableNetGrp/EOYAmt017260
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08243
IRS990/PayrollTaxesGrp/ProgramServicesAmt046712
IRS990/PayrollTaxesGrp/TotalAmt054955
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05365
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt068851
IRS990/PensionPlanContributionsGrp/TotalAmt074216
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019433
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021330
IRS990/PrincipalOfficerNm0KELLY TRUE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING & REIMBURSEME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01248990
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1340373
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01248990
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1340373
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt071400
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0791
IRS990/PYOtherExpensesAmt0637233
IRS990/PYOtherRevenueAmt077682
IRS990/PYProgramServiceRevenueAmt01367843
IRS990/PYRevenuesLessExpensesAmt0201657
IRS990/PYSalariesCompEmpBnftPaidAmt0678826
IRS990/PYTotalExpensesAmt01316059
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01517716
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0242540
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt069501
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01593847
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200622
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0801358
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0OTHER INCOME
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01589363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01439243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01318572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01082895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01355576
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06785649
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt070526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt067012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt066726
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt061525
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt070675
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0336464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt070526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt067012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt066726
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt061525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt070675
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0336464
IRS990ScheduleA/InvestmentIncomeCYPct00.04640
IRS990ScheduleA/InvestmentIncomePYPct00.04790
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04484
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt011461
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt023698
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt032538
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt058401
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0130582
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93560
IRS990ScheduleA/PublicSupportPY509Pct00.93320
IRS990ScheduleA/PublicSupportTotal509Amt06785649
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01589363
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01439243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01318572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01082895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01355576
IRS990ScheduleA/Total509Grp/TotalAmt06785649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01664373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01517716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01408996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01176958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01484652
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07252695
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03532702
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01905466
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05438168
IRS990ScheduleD/EquipmentGrp/BookValueAmt0101955
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0889410
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0991365
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01421833
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0581465
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0581465
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01664373
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THE SHEET METAL TRAINING FUND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. ANY INTEREST OR PENALTIES ASSOCIATED WITH THE TRUST'S TAX POSITIONS WOULD BE RECORDED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSES. THE TRUST ANNUALLY FILES AN INFORMATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04216122
IRS990ScheduleD/TotalExpensesPerForm990Amt01421833
IRS990ScheduleD/TotalRevenuePerForm990Amt01664373
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01664373
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01421833
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. A COPY OF THE APPROVED FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES AND KEY EMPLOYEES ARE REQUESTED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. IF THERE IS A POSSIBLE CONFLICT OF INTEREST, AN EVALUATION PROCESS IS FOLLOWED AND DOCUMENTED PER THE GUIDELINES ESTABLISHED IN THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD APPROVES COMPENSATION AND RAISES OF EXECUTIVE DIRECTOR AND KEY EMPLOYEES BASED ON AN ADOPTED POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 16
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11OREGON SHEET METAL WORKERS HEALTH TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930278486
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1930757655
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C) 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C) 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HEALTH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102379 NE 178TH AVE 16
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine113140 NE BROADWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1PORTLAND

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,488,932
Liabilities
$1,744,311
Net assets
$3,744,621
Revenue
$1,664,373
Expenses
$1,421,833
Net income
$242,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.22$0.20$8.02$3.01$3.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.07$0.28$7.79$3.01$3.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.68$0.21$7.46$3.01$2.81$0.20
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.19$7.61$3.18$2.52$0.65
2020Detailed filing. Detailed filing data is available for this year.$7.17$0.30$6.87$2.66$2.29$0.37
2019Detailed filing. Detailed filing data is available for this year.$6.49$0.10$6.40$2.81$2.42$0.39
2018Detailed filing. Detailed filing data is available for this year.$6.01$0.08$5.93$2.78$1.96$0.82
2017Detailed filing. Detailed filing data is available for this year.$6.21$1.05$5.15$2.42$1.79$0.63
2016Detailed filing. Detailed filing data is available for this year.$6.11$1.65$4.46$1.99$1.58$0.40
2015Detailed filing. Detailed filing data is available for this year.$5.69$1.66$4.03$1.56$1.50$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.69$1.71$3.98$1.70$1.47$0.23
2013Detailed filing. Detailed filing data is available for this year.$5.49$1.74$3.74$1.66$1.42$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$1.77$3.50$1.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$1.82$3.30$1.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$1.93$3.29$1.34