Civic Intelligence

Sheet Metal Training Fund

990 • Fiscal year 2019 • EIN 93-6053828

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

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

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.03x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$145,909

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

65th percentile

8.1%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

1.3%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$6,494,882

Up $488,267 (+8.1%) from 2018

Net Assets

Up

$6,398,052

Up $472,831 (+8.0%) from 2018

Liabilities

Up

$96,830

Up $15,436 (+19%) from 2018

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin72nd percentile

Revenue

Up

$2,813,858

Up $36,205 (+1.3%) from 2018

Expenses

Up

$2,424,344

Up $465,668 (+24%) from 2018

Net Income

Down

$389,514

Down $429,463 (-52%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$6,494,882
Liabilities$96,830
Net Assets$6,398,052
Open 2019 Filing

Operations Trend

Revenue Growth42nd 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

2019

Revenue$2,813,858
Expenses$2,424,344
Net Income$389,514
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
Gross Receipts
$2,813,858
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$4,268,784$4,144,490▼ $124,294
Investments in Publicly Traded Securities$580,125$1,383,625▲ $803,500
Cash and Non-Interest-Bearing Accounts$599,251$409,368▼ $189,883
Accounts Receivable$382,785$330,960▼ $51,825
Savings and Temporary Cash Investments$139,855$167,619▲ $27,764
Prepaid Expenses and Deferred Charges$30,465$42,241▲ $11,776
Other Notes and Loans Receivable, Net$5,350$16,579▲ $11,229
Investments Other Securities-$0-
Total Assets$6,006,615$6,494,882▲ $488,267
Liabilities
Accounts Payable and Accrued Expenses$81,394$96,830▲ $15,436
Total Liabilities$81,394$96,830▲ $15,436
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,925,221$6,398,052▲ $472,831
Total Net Assets Fund Balance$5,925,221$6,398,052▲ $472,831
Total Liabilities and Net Assets / Fund Balance$6,006,615$6,494,882▲ $488,267

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,337,351$2,986,489$6,323,840
Equipment$225,674$973,341$1,199,015
Land$581,465-$581,465
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin RothTraining CoordinatorFT$108,081$37,828$145,909
Robert RiehlTrustee-$2,212$519$2,731

Board Members and Trustees

NameTitle
Robert Jerry HendersonBoard Chairman
Chip WordenTrustee
Gordon HarveyTrustee
Greg SauerTrustee
Joe HarrisTrustee
Russ BentonTrustee
Vanessa StewardTrustee
Charlie JohnsonSecretary
Josh McclaughySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Dfence Innovations LLCFence And Gate Security System10922 SE 51ST AVENUE, Portland, OR 97222$129,950
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,637,809
Investment Income
$39,417
Other Revenue
$136,632
Change in Net Assets
$389,514

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,813,858
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$83,317
Total Revenue per Audited Statements
$2,897,175
Total Revenue per Form 990
$2,813,858
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,437,481
Other Expenses$986,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$807,246$37,669-$844,915
Depreciation Depletion$315,398$35,044-$350,442
Other Employee Benefits$189,325$8,834-$198,159
Pension Plan Contributions$150,898$10,449-$161,347
Current Officers, Directors, Trustees, and Key Employees$75,686$72,955-$148,641
Office Expenses$143,873$994-$144,867
Occupancy$79,690$8,854-$88,544
Payroll Taxes$76,313$8,106-$84,419
Fees for Services Accounting$47,661$5,296-$52,957
All Other Expenses$37,512$4,168-$41,680
Advertising$39,203--$39,203
Insurance$33,855$3,762-$37,617
Other Expenses$27,948$14,734-$27,948
Fees for Services Legal$22,707--$22,707
Interest$91$10-$101
Total Functional Expenses$2,213,469$210,875$0$2,424,344

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,424,344
Total Expenses per Audited Statements$2,424,344
Total Expenses per Form 990$2,424,344
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 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

“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
Rob Postma
Title
Executive Administrator
Phone
5032571022
Signed
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Postma
Formed
1969
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
27
Volunteers
10

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
Preparer
Jennifer a Perrier
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 525 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/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt083317
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05925221
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06398052
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08854
IRS990/OccupancyGrp/ProgramServicesAmt079690
IRS990/OccupancyGrp/TotalAmt088544
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0994
IRS990/OfficeExpensesGrp/ProgramServicesAmt0143873
IRS990/OfficeExpensesGrp/TotalAmt0144867
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08834
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0189325
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0198159
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PER DIEM AND HOTEL
IRS990/OtherExpensesGrp/Desc2CONTESTS - LOC/REG/NAT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014734
IRS990/OtherExpensesGrp/ProgramServicesAmt0136227
IRS990/OtherExpensesGrp/ProgramServicesAmt129836
IRS990/OtherExpensesGrp/ProgramServicesAmt227948
IRS990/OtherExpensesGrp/TotalAmt0150961
IRS990/OtherExpensesGrp/TotalAmt129836
IRS990/OtherExpensesGrp/TotalAmt227948
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt049744
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt049744
IRS990/OtherRevenueTotalAmt049744
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037669
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0807246
IRS990/OtherSalariesAndWagesGrp/TotalAmt0844915
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05350
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt016579
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08106
IRS990/PayrollTaxesGrp/ProgramServicesAmt076313
IRS990/PayrollTaxesGrp/TotalAmt084419
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010449
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0150898
IRS990/PensionPlanContributionsGrp/TotalAmt0161347
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030465
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042241
IRS990/PrincipalOfficerNm0ROB POSTMA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING & REIMBURSEME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02302796
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1335013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02302796
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1335013
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt021952
IRS990/PYOtherExpensesAmt0759066
IRS990/PYOtherRevenueAmt0148186
IRS990/PYProgramServiceRevenueAmt02607515
IRS990/PYRevenuesLessExpensesAmt0818977
IRS990/PYSalariesCompEmpBnftPaidAmt01199610
IRS990/PYTotalExpensesAmt01958676
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02777653
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0389514
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt086888
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02687553
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0139855
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0167619
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02637809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02607515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02283643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01882246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01473893
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010885106
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0126305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0105956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt098491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt088764
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt079201
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0498717
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0126305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0105956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt098491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt088764
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt079201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0498717
IRS990ScheduleA/InvestmentIncomeCYPct00.04310
IRS990ScheduleA/InvestmentIncomePYPct00.04270
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt049744
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt064182
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt039552
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt014858
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt010546
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0178882
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94140
IRS990ScheduleA/PublicSupportPY509Pct00.94410
IRS990ScheduleA/PublicSupportTotal509Amt010885106
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02637809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02607515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02283643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01882246
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01473893
IRS990ScheduleA/Total509Grp/TotalAmt010885106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02813858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02777653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02421686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01985868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01563640
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011562705
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03337351
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02986489
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06323840
IRS990ScheduleD/EquipmentGrp/BookValueAmt0225674
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0973341
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01199015
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02424344
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0581465
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0581465
IRS990ScheduleD/NetUnrealizedGainsInvstAmt083317
IRS990ScheduleD/RevenueNotReportedAmt083317
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02813858
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/TotalBookValueLandBuildingsAmt04144490
IRS990ScheduleD/TotalExpensesPerForm990Amt02424344
IRS990ScheduleD/TotalRevenuePerForm990Amt02813858
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02897175
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02424344
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
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,494,882
Liabilities
$96,830
Net assets
$6,398,052
Revenue
$2,813,858
Expenses
$2,424,344
Net income
$389,514
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