Civic Intelligence

Sheet Metal Training Fund

990 • Fiscal year 2016 • EIN 93-6053828

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 03, 2017

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

59th percentile

0.27x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.83x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$139,761

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

69th percentile

7.4%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

27%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$6,106,663

Up $419,466 (+7.4%) from 2015

Net Assets

Up

$4,459,862

Up $430,084 (+11%) from 2015

Liabilities

Down

$1,646,801

Down $10,618 (-0.6%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin81st percentile

Revenue

Up

$1,985,868

Up $422,228 (+27%) from 2015

Expenses

Up

$1,581,489

Up $82,605 (+5.5%) from 2015

Net Income

Up

$404,379

Up $339,623 (+524%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2016

Assets$6,106,663
Liabilities$1,646,801
Net Assets$4,459,862
Open 2016 Filing

Operations Trend

Revenue Growth83rd 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

2016

Revenue$1,985,868
Expenses$1,581,489
Net Income$404,379
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 3, 2017
Return Version
2016v3.0
Gross Receipts
$1,985,868
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$3,998,718$4,315,496▲ $316,778
Savings and Temporary Cash Investments$1,182,349$1,218,754▲ $36,405
Accounts Receivable$198,242$288,819▲ $90,577
Cash and Non-Interest-Bearing Accounts$254,192$248,383▼ $5,809
Prepaid Expenses and Deferred Charges$34,625$25,051▼ $9,574
Other Notes and Loans Receivable, Net$12,560$10,160▼ $2,400
Total Assets$5,687,197$6,106,663▲ $419,466
Other Assets Total$6,511$0▼ $6,511
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,588,929$1,536,900▼ $52,029
Accounts Payable and Accrued Expenses$68,490$109,901▲ $41,411
Total Liabilities$1,657,419$1,646,801▼ $10,618
Net Assets / Fund Balance
Unrestricted Net Assets$4,029,778$4,459,862▲ $430,084
Total Net Assets Fund Balance$4,029,778$4,459,862▲ $430,084
Total Liabilities and Net Assets / Fund Balance$5,687,197$6,106,663▲ $419,466

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,592,139$2,328,480$5,920,619
Equipment$141,892$904,124$1,046,016
Land$581,465-$581,465
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin RothTraining CoordinatorFT$101,205$38,556$139,761

Board Members and Trustees

NameTitle
Robert Jerry HendersonBoard Chairman
Chip WordenTrustee
Dennis DoverTrustee
Gordon HarveyTrustee
Greg SauerTrustee
Jeannette LampeTrustee
Ken PhillipsTrustee
Robert RiehlTrustee
Sam KalstadTrustee
Vanessa StewardTrustee
Charlie JohnsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,882,246
Investment Income
$14,718
Other Revenue
$88,904
Change in Net Assets
$404,379

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,985,868
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$25,705
Total Revenue per Audited Statements
$2,011,573
Total Revenue per Form 990
$1,985,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$924,658
Other Expenses$656,831
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$495,756$22,600-$518,356
Depreciation Depletion$149,321$16,591-$165,912
Current Officers, Directors, Trustees, and Key Employees$69,880$69,880-$139,760
Other Employee Benefits$102,328$4,912-$107,240
Office Expenses$92,904$10,323-$103,227
Pension Plan Contributions$92,809$5,048-$97,857
Occupancy$77,839$8,649-$86,488
Interest$75,529$8,392-$83,921
Payroll Taxes$54,072$7,373-$61,445
Fees for Services Accounting$45,015$5,002-$50,017
Insurance$29,962$3,329-$33,291
Advertising$10,457$1,162-$11,619
Conferences and Meetings$7,274$808-$8,082
Travel$6,264$695-$6,959
Fees for Services Legal$3,782--$3,782
Other Expenses$180$20-$200
Total Functional Expenses$1,406,373$175,116$0$1,581,489

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,581,489
Total Expenses per Audited Statements$1,581,489
Total Expenses per Form 990$1,581,489
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 11B

“The form 990 is reviewed and approved by the training coordinator. A copy of the approved form 990 is provided to all board trustees 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 training coordinator 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
Robert J Henderson
Title
Board Chairman
Phone
5032571022
Signed
2017-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert J Henderson
Formed
1969
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
15
Volunteers
11

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).”

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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/OccupancyGrp/TotalAmt086488
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010323
IRS990/OfficeExpensesGrp/ProgramServicesAmt092904
IRS990/OfficeExpensesGrp/TotalAmt0103227
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06511
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04912
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0102328
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0107240
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2PER DIEM AND HOTEL
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07995
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11378
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2959
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt320
IRS990/OtherExpensesGrp/ProgramServicesAmt071968
IRS990/OtherExpensesGrp/ProgramServicesAmt112402
IRS990/OtherExpensesGrp/ProgramServicesAmt28631
IRS990/OtherExpensesGrp/ProgramServicesAmt3180
IRS990/OtherExpensesGrp/TotalAmt079963
IRS990/OtherExpensesGrp/TotalAmt113780
IRS990/OtherExpensesGrp/TotalAmt29590
IRS990/OtherExpensesGrp/TotalAmt3200
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014858
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014858
IRS990/OtherRevenueTotalAmt014858
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022600
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0495756
IRS990/OtherSalariesAndWagesGrp/TotalAmt0518356
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt012560
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010160
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07373
IRS990/PayrollTaxesGrp/ProgramServicesAmt054072
IRS990/PayrollTaxesGrp/TotalAmt061445
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05048
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt092809
IRS990/PensionPlanContributionsGrp/TotalAmt097857
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034625
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025051
IRS990/PrincipalOfficerNm0ROBERT J HENDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING & REIMBURSEME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01716812
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1165434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01716812
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1165434
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06819
IRS990/PYOtherExpensesAmt0646227
IRS990/PYOtherRevenueAmt082928
IRS990/PYProgramServiceRevenueAmt01468893
IRS990/PYRevenuesLessExpensesAmt064756
IRS990/PYSalariesCompEmpBnftPaidAmt0852657
IRS990/PYTotalExpensesAmt01498884
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01563640
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0404379
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt074046
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01897104
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01182349
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01218754
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01882246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01473893
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01617906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01589363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01439243
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08002651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt088764
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt079201
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt073705
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt070526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt067012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0379208
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt088764
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt079201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt073705
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt070526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt067012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0379208
IRS990ScheduleA/InvestmentIncomeCYPct00.04500
IRS990ScheduleA/InvestmentIncomePYPct00.04550
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt014858
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt010546
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09301
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04484
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt011461
IRS990ScheduleA/OtherIncome509Grp/TotalAmt050650
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94900
IRS990ScheduleA/PublicSupportPY509Pct00.94700
IRS990ScheduleA/PublicSupportTotal509Amt08002651
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01882246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01473893
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01617906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01589363
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01439243
IRS990ScheduleA/Total509Grp/TotalAmt08002651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01985868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01563640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01700912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01664373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01517716
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08432509
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03592139
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02328480
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05920619
IRS990ScheduleD/EquipmentGrp/BookValueAmt0141892
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0904124
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01046016
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01581489
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0581465
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0581465
IRS990ScheduleD/NetUnrealizedGainsInvstAmt025705
IRS990ScheduleD/RevenueNotReportedAmt025705
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01985868
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/TotalBookValueLandBuildingsAmt04315496
IRS990ScheduleD/TotalExpensesPerForm990Amt01581489
IRS990ScheduleD/TotalRevenuePerForm990Amt01985868
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02011573
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01581489
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE TRAINING COORDINATOR. A COPY OF THE APPROVED FORM 990 IS PROVIDED TO ALL BOARD TRUSTEES 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 TRAINING COORDINATOR 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 11B
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

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,106,663
Liabilities
$1,646,801
Net assets
$4,459,862
Revenue
$1,985,868
Expenses
$1,581,489
Net income
$404,379
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