Civic Intelligence

Sheet Metal Training Fund

990 • Fiscal year 2014 • EIN 93-6053828

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

Organization ProfileN/A

View Organization Page

2379 NE 178thPortland, OR 97230-5957

(503) 257-1022

Siviq Scores

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

Liabilities / Assets

60th percentile

0.30x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

1.01x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

61st percentile

$142,367

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

53rd percentile

3.6%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

2.2%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$5,688,046

Up $199,114 (+3.6%) from 2013

Net Assets

Up

$3,975,767

Up $231,146 (+6.2%) from 2013

Liabilities

Down

$1,712,279

Down $32,032 (-1.8%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin73rd percentile

Revenue

Up

$1,700,912

Up $36,539 (+2.2%) from 2013

Expenses

Up

$1,469,766

Up $47,933 (+3.4%) from 2013

Net Income

Down

$231,146

Down $11,394 (-4.7%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2014

Assets$5,688,046
Liabilities$1,712,279
Net Assets$3,975,767
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

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

2014

Revenue$1,700,912
Expenses$1,469,766
Net Income$231,146
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Gross Receipts
$1,700,912
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$4,216,122$4,104,515▼ $111,607
Savings and Temporary Cash Investments$801,358$1,187,275▲ $385,917
Accounts Receivable$146,641$181,632▲ $34,991
Cash and Non-Interest-Bearing Accounts$276,920$170,265▼ $106,655
Prepaid Expenses and Deferred Charges$21,330$21,493▲ $163
Other Notes and Loans Receivable, Net$17,260$14,960▼ $2,300
Total Assets$5,488,932$5,688,046▲ $199,114
Other Assets Total$9,301$7,906▼ $1,395
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,676,119$1,633,668▼ $42,451
Accounts Payable and Accrued Expenses$68,192$78,611▲ $10,419
Total Liabilities$1,744,311$1,712,279▼ $32,032
Net Assets / Fund Balance
Unrestricted Net Assets$3,744,621$3,975,767▲ $231,146
Total Net Assets Fund Balance$3,744,621$3,975,767▲ $231,146
Total Liabilities and Net Assets / Fund Balance$5,488,932$5,688,046▲ $199,114

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,423,355$2,044,773$5,468,128
Equipment$99,695$885,986$985,681
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$103,025$39,342$142,367

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,617,906
Investment Income
$1,325
Other Revenue
$81,681
Change in Net Assets
$231,146

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,700,912
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,700,912
Total Revenue per Form 990
$1,700,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$841,460
Other Expenses$628,306
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$380,523$77,085-$457,608
Depreciation Depletion$153,009$17,001-$170,010
Current Officers, Directors, Trustees, and Key Employees$71,183$71,183-$142,366
Other Employee Benefits$91,293$6,999-$98,292
Interest$78,292$8,699-$86,991
Pension Plan Contributions$78,978$6,850-$85,828
Occupancy$75,182$8,354-$83,536
Office Expenses$80,782$2,273-$83,055
Payroll Taxes$50,242$7,124-$57,366
Fees for Services Accounting-$43,680-$43,680
Insurance$24,780$4,373-$29,153
Conferences and Meetings-$10,118-$10,118
Advertising$7,130--$7,130
Travel-$4,634-$4,634
Fees for Services Legal$3,239--$3,239
Other Expenses$19,576$688-$688
Total Functional Expenses$1,189,305$280,461$0$1,469,766

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,469,766
Total Expenses per Audited Statements$1,469,766
Total Expenses per Form 990$1,469,766
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

Filer Name
Sheet Metal Training Fund
EIN
93-6053828
Phone
5032571022
Address
2379 NE 178TH, PORTLAND, OR 97230-5957

Signing Officer

Name
Kelly True
Title
Board Chairman
Phone
5032571022
Signed
2015-07-23
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
12
Volunteers
0

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
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 500 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/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt077085
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0380523
IRS990/OtherSalariesAndWagesGrp/TotalAmt0457608
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt017260
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt014960
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07124
IRS990/PayrollTaxesGrp/ProgramServicesAmt050242
IRS990/PayrollTaxesGrp/TotalAmt057366
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06850
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt078978
IRS990/PensionPlanContributionsGrp/TotalAmt085828
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021330
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021493
IRS990/PrincipalOfficerNm0KELLY TRUE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING & REIMBURSEME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01516341
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1101565
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01516341
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1101565
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01025
IRS990/PYOtherExpensesAmt0634188
IRS990/PYOtherRevenueAmt073985
IRS990/PYProgramServiceRevenueAmt01589363
IRS990/PYRevenuesLessExpensesAmt0242540
IRS990/PYSalariesCompEmpBnftPaidAmt0787645
IRS990/PYTotalExpensesAmt01421833
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01664373
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0231146
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt072380
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01627207
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0801358
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01187275
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01617906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01589363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01439243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01318572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01082895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07047979
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt073705
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt070526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt067012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt066726
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt061525
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0339494
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt073705
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt070526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt067012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt066726
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt061525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0339494
IRS990ScheduleA/InvestmentIncomeCYPct00.04550
IRS990ScheduleA/InvestmentIncomePYPct00.04640
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt09301
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04484
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt011461
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt023698
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt032538
IRS990ScheduleA/OtherIncome509Grp/TotalAmt081482
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94360
IRS990ScheduleA/PublicSupportPY509Pct00.93560
IRS990ScheduleA/PublicSupportTotal509Amt07047979
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01617906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01589363
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01439243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01318572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01082895
IRS990ScheduleA/Total509Grp/TotalAmt07047979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01700912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01664373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01517716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01408996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01176958
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07468955
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03423355
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02044773
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05468128
IRS990ScheduleD/EquipmentGrp/BookValueAmt099695
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0885986
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0985681
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01469766
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0581465
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0581465
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01700912
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/TotalBookValueLandBuildingsAmt04104515
IRS990ScheduleD/TotalExpensesPerForm990Amt01469766
IRS990ScheduleD/TotalRevenuePerForm990Amt01700912
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01700912
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01469766
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/BusinessNameLine1Txt0SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 16
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OREGON 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/AddressLine1Txt02379 NE 178TH AVE 16
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13140 NE BROADWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,688,046
Liabilities
$1,712,279
Net assets
$3,975,767
Revenue
$1,700,912
Expenses
$1,469,766
Net income
$231,146
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
Peer Organizations

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