Civic Intelligence

Sheet Metal and Air Conditioning Associaiton of Central Valley

990EZ • Fiscal year 2022 • EIN 94-1644282

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 06, 2023

Organization ProfileN/A
2646 Palma Drive 150Ventura, CA 93003

(805) 207-3019

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

88th percentile

$56,500

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

6.0%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$205,128

Up $31,171 (+18%) from 2021

Net Assets

Up

$205,128

Up $31,171 (+18%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$168,715

Up $9,488 (+6.0%) from 2021

Expenses

Up

$137,544

Up $1,684 (+1.2%) from 2021

Net Income

Up

$31,171

Up $7,804 (+33%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2010: $3,437Liabilities 2010: $0Net Assets 2010: $3,4372010Assets 2011: $18,312Liabilities 2011: $0Net Assets 2011: $18,3122011Assets 2012: $40,352Liabilities 2012: $0Net Assets 2012: $40,3522012Assets 2013: $59,504Liabilities 2013: $0Net Assets 2013: $59,5042013Assets 2014: $56,020Liabilities 2014: $0Net Assets 2014: $56,0202014Assets 2015: $68,957Liabilities 2015: $0Net Assets 2015: $68,9572015Assets 2016: $86,192Liabilities 2016: $0Net Assets 2016: $86,1922016Assets 2017: $92,481Liabilities 2017: $0Net Assets 2017: $92,4812017Assets 2018: $116,433Liabilities 2018: $0Net Assets 2018: $116,4332018Assets 2019: $124,154Net Assets 2019: $124,1542019Assets 2020: $150,590Net Assets 2020: $150,5902020Assets 2021: $173,957Net Assets 2021: $173,9572021Assets 2022: $205,128Net Assets 2022: $205,1282022Assets 2023: $209,486Liabilities 2023: $0Net Assets 2023: $209,4862023

Highlighted filing

2022

Assets$205,128
Liabilities-
Net Assets$205,128
Open 2022 Filing

Operations Trend

Revenue Growth44th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $67,241Expenses 2010: $72,774Net Income 2010: -$5,5332010Expenses 2011: $69,8782011Expenses 2012: $83,8572012Revenue 2013: $102,135Expenses 2013: $82,983Net Income 2013: $19,1522013Revenue 2014: $84,899Expenses 2014: $88,383Net Income 2014: -$3,4842014Revenue 2015: $106,380Expenses 2015: $93,443Net Income 2015: $12,9372015Revenue 2016: $98,301Expenses 2016: $81,066Net Income 2016: $17,2352016Revenue 2017: $108,589Expenses 2017: $102,300Net Income 2017: $6,2892017Revenue 2018: $127,883Expenses 2018: $103,931Net Income 2018: $23,9522018Revenue 2019: $130,613Expenses 2019: $122,892Net Income 2019: $7,7212019Revenue 2020: $145,483Expenses 2020: $119,047Net Income 2020: $26,4362020Revenue 2021: $159,227Expenses 2021: $135,860Net Income 2021: $23,3672021Revenue 2022: $168,715Expenses 2022: $137,544Net Income 2022: $31,1712022Revenue 2023: $201,506Expenses 2023: $197,148Net Income 2023: $4,3582023

Highlighted filing

2022

Revenue$168,715
Expenses$137,544
Net Income$31,171
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 6, 2023
Return Version
2022v4.1
Gross Receipts
$168,715
Mission and Program Overview

Mission

Training and education of sheet metal apprentices and promotion and standardization of sheet metal appliances and materials among members, the public and related entities.

Program Services

DescriptionGrantsExpenses
TRAINING AND EDUCATION OF SHEET METAL APPRENTICES AND PROMOTION AND STANDARDIZATION OF SHEET METAL APPLIANCES AND MATERIALS AMONG MEMBERS, THE PUBLIC AND RELATED ENTITIES.--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM CONWAYExecutive Vice-PresidentPT$56,500-$56,500
PAT SHATTUCKPresident-$0--
JOHN SLOANVice President-$0--
LONNIE PETTYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal and Air Conditioning
EIN
94-1644282
Phone
8052073019
Address
2646 PALMA DRIVE 150, VENTURA, CA 93003

Signing Officer

Name
Stan
Title
Capelli
Signed
2023-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Winkler Thurlow Forner Cpas
Address
3211 EL CAMINO AVE, SACRAMENTO, CA 95821
Preparer
P Dominic Forner CPA
Phone
9164858145
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2523”

Other Expenses.1007

“Conferences, Conventions, and Meetings $14476”

Other Expenses.1012

“Insurance $1816”

Other Expenses.2

“FILING FEES $20”

Raw XML Appendix121 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0STAN CAPELLI
IRS990EZ/BooksInCareOfDetail/PhoneNum08052073019
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02646 PALMA DRIVE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0173957
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0205128
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0168692
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031171
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0173957
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0205128
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058484
IRS990EZ/GrossReceiptsAmt0168715
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0173957
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0205128
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0173957
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0205128
IRS990EZ/OccupancyRentUtltsAndMaintAmt0225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt356500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAT SHATTUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SLOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LONNIE PETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM CONWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE VICE-PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018835
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING AND EDUCATION OF SHEET METAL APPRENTICES AND PROMOTION AND STANDARDIZATION OF SHEET METAL APPLIANCES AND MATERIALS AMONG MEMBERS, THE PUBLIC AND RELATED ENTITIES.
IRS990EZ/PrintingPublicationsPostageAmt0250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING AND EDUCATION OF SHEET METAL APPRENTICES AND PROMOTION AND STANDARDIZATION OF SHEET METAL APPLIANCES AND MATERIALS AMONG MEMBERS, THE PUBLIC AND RELATED ENTITIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt056500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0137544
IRS990EZ/TotalRevenueAmt0168715
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $14476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CAPELLI
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL AND AIR CONDITIONING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION OF CENTRAL VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0941644282
ReturnHeader/Filer/PhoneNum08052073019
ReturnHeader/Filer/USAddress/AddressLine1Txt02646 PALMA DRIVE 150
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320329674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINKLER THURLOW FORNER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03211 EL CAMINO AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095821
ReturnHeader/PreparerPersonGrp/PhoneNum09164858145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0P Dominic Forner CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-06T20:08:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,128
Liabilities
-
Net assets
$205,128
Revenue
$168,715
Expenses
$137,544
Net income
$31,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.09$0.00$2.09$2.02$1.97$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.05$2.05$1.69$1.38$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$1.74$1.59$1.36$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.51$1.51$1.45$1.19$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$1.24$1.31$1.23$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$1.28$1.04$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$1.09$1.02$0.06
2016Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.98$0.81$0.17
2015Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$1.06$0.93$0.13
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.85$0.88$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.02$0.83$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.70
2010Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.67$0.73$0.06