Civic Intelligence

Sheet Metal Training Fund

990 • Fiscal year 2020 • EIN 93-6053828

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 23, 2021

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

29th percentile

0.04x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.11x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$144,580

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

60th percentile

10%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-5.4%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$7,172,847

Up $677,965 (+10%) from 2019

Net Assets

Up

$6,871,684

Up $473,632 (+7.4%) from 2019

Liabilities

Up

$301,163

Up $204,333 (+211%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin68th percentile

Revenue

Down

$2,662,357

Down $151,501 (-5.4%) from 2019

Expenses

Down

$2,292,141

Down $132,203 (-5.5%) from 2019

Net Income

Down

$370,216

Down $19,298 (-5.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$7,172,847
Liabilities$301,163
Net Assets$6,871,684
Open 2020 Filing

Operations Trend

Revenue Growth35th 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

2020

Revenue$2,662,357
Expenses$2,292,141
Net Income$370,216
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 23, 2021
Return Version
2020v4.1
Gross Receipts
$2,662,357
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$4,144,490$4,115,881▼ $28,609
Investments in Publicly Traded Securities$1,383,625$1,644,123▲ $260,498
Cash and Non-Interest-Bearing Accounts$409,368$905,505▲ $496,137
Accounts Receivable$330,960$377,674▲ $46,714
Other Notes and Loans Receivable, Net$16,579$52,112▲ $35,533
Savings and Temporary Cash Investments$167,619$43,328▼ $124,291
Prepaid Expenses and Deferred Charges$42,241$34,224▼ $8,017
Total Assets$6,494,882$7,172,847▲ $677,965
Liabilities
Other Liabilities$0$222,843▲ $222,843
Accounts Payable and Accrued Expenses$96,830$78,320▼ $18,510
Unsecured Notes Loans Payable$0$0→ $0
Total Liabilities$96,830$301,163▲ $204,333
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,398,052$6,871,684▲ $473,632
Total Net Assets Fund Balance$6,398,052$6,871,684▲ $473,632
Total Liabilities and Net Assets / Fund Balance$6,494,882$7,172,847▲ $677,965

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,273,831$3,050,009$6,323,840
Equipment$260,585$1,008,051$1,268,636
Land$581,465-$581,465
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert PostmaTraining Executive AdministratorFT$109,889$34,691$144,580

Board Members and Trustees

NameTitle
Jerry HendersonTrust President
Brian NobleTrustee
Chip WordenTrustee
Dustin HysmithTrustee
Gordon HarveyTrustee
Greg SauerTrustee
Joe HarrisTrustee
Russ BentonTrustee
Vanessa StewardTrustee
Josh McclaughrySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,527,008
Investment Income
$35,742
Other Revenue
$99,607
Change in Net Assets
$370,216

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,662,357
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$103,416
Total Revenue per Audited Statements
$2,765,773
Total Revenue per Form 990
$2,662,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,597,249
Other Expenses$694,892
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$695,938$225,732-$921,670
Other Employee Benefits$234,059$11,989-$246,048
Pension Plan Contributions$176,537$16,115-$192,652
Current Officers, Directors, Trustees, and Key Employees$72,290$72,290-$144,580
Depreciation Depletion$93,447$10,383-$103,830
Office Expenses$100,759$1,064-$101,823
Payroll Taxes$83,437$8,862-$92,299
Occupancy$81,687$9,076-$90,763
Fees for Services Legal$82,434--$82,434
Fees for Services Accounting$46,643$5,183-$51,826
Advertising$34,159--$34,159
Insurance$29,956$3,328-$33,284
All Other Expenses$27,316$3,035-$30,351
Interest$4,524$503-$5,027
Other Expenses$1,804$13,308-$1,804
Total Functional Expenses$1,911,273$380,868$0$2,292,141

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,292,141
Total Expenses per Audited Statements$2,292,141
Total Expenses per Form 990$2,292,141
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paycheck Protection Program Loan$222,843
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 executive administrator. 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 of trustees approves compensation and raises of training executive administrator 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
Training Executive Administrator
Phone
5032571022
Signed
2021-09-23
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
19
Volunteers
10

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
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 521 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/Form990PartVIISectionAGrp/TitleTxt0TRAINING EXECUTIVE ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUST PRESIDENT
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011989
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0234059
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0246048
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PER DIEM AND HOTEL
IRS990/OtherExpensesGrp/Desc2CONTESTS - LOC/REG/NAT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013308
IRS990/OtherExpensesGrp/ProgramServicesAmt0121815
IRS990/OtherExpensesGrp/ProgramServicesAmt124468
IRS990/OtherExpensesGrp/ProgramServicesAmt21804
IRS990/OtherExpensesGrp/TotalAmt0135123
IRS990/OtherExpensesGrp/TotalAmt124468
IRS990/OtherExpensesGrp/TotalAmt21804
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0222843
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt020085
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020085
IRS990/OtherRevenueTotalAmt020085
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0225732
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0695938
IRS990/OtherSalariesAndWagesGrp/TotalAmt0921670
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt016579
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt052112
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08862
IRS990/PayrollTaxesGrp/ProgramServicesAmt083437
IRS990/PayrollTaxesGrp/TotalAmt092299
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016115
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0176537
IRS990/PensionPlanContributionsGrp/TotalAmt0192652
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042241
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034224
IRS990/PrincipalOfficerNm0ROB POSTMA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING & REIMBURSEME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02244124
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1282884
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02244124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1282884
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt039417
IRS990/PYOtherExpensesAmt0986863
IRS990/PYOtherRevenueAmt0136632
IRS990/PYProgramServiceRevenueAmt02637809
IRS990/PYRevenuesLessExpensesAmt0389514
IRS990/PYSalariesCompEmpBnftPaidAmt01437481
IRS990/PYTotalExpensesAmt02424344
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02813858
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0370216
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt079522
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02547093
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167619
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043328
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02527008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02637809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02607515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02283643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01882246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011938221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0115264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0126305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0105956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt098491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt088764
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0534780
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0115264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0126305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0105956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt098491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt088764
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0534780
IRS990ScheduleA/InvestmentIncomeCYPct00.04220
IRS990ScheduleA/InvestmentIncomePYPct00.04310
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt020085
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt049744
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt064182
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt039552
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt014858
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0188421
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94290
IRS990ScheduleA/PublicSupportPY509Pct00.94140
IRS990ScheduleA/PublicSupportTotal509Amt011938221
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02527008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02637809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02607515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02283643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01882246
IRS990ScheduleA/Total509Grp/TotalAmt011938221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02662357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02813858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02777653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02421686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01985868
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012661422
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03273831
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03050009
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06323840
IRS990ScheduleD/EquipmentGrp/BookValueAmt0260585
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01008051
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01268636
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02292141
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0581465
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0581465
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0103416
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0222843
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYCHECK PROTECTION PROGRAM LOAN
IRS990ScheduleD/RevenueNotReportedAmt0103416
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02662357
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/TotalBookValueLandBuildingsAmt04115881
IRS990ScheduleD/TotalExpensesPerForm990Amt02292141
IRS990ScheduleD/TotalLiabilityAmt0222843
IRS990ScheduleD/TotalRevenuePerForm990Amt02662357
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02765773
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02292141
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE TRAINING EXECUTIVE ADMINISTRATOR. 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 OF TRUSTEES APPROVES COMPENSATION AND RAISES OF TRAINING EXECUTIVE ADMINISTRATOR 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
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,172,847
Liabilities
$301,163
Net assets
$6,871,684
Revenue
$2,662,357
Expenses
$2,292,141
Net income
$370,216
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