Civic Intelligence

Sheet Metal and Air Conditioning Contractors Na of Southern Ca

990 • Fiscal year 2014 • EIN 95-1953485

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

Organization ProfileWWW.SMACNA-LA.ORG
12070 Telegraph RoadRoom/Suite 35090670

(562) 944-6345

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Net Margin

17th percentile

-4.8%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$255,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 25.5% of source-year revenue.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Asset Growth

26th percentile

-0.8%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-0.8%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$5,921,340

Down $48,132 (-0.8%) from 2013

Net Assets

Down

$5,921,340

Down $48,132 (-0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin17th percentile

Revenue

$999,833

No earlier filing loaded for comparison.

Expenses

Up

$1,047,965

Up $111,143 (+12%) from 2013

Net Income

-$48,132

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,218,707Liabilities 2011: $0Net Assets 2011: $6,218,7072011Assets 2012: $6,248,666Liabilities 2012: $0Net Assets 2012: $6,248,6662012Assets 2013: $5,969,472Liabilities 2013: $0Net Assets 2013: $5,969,4722013Assets 2014: $5,921,340Liabilities 2014: $0Net Assets 2014: $5,921,3402014Assets 2015: $5,915,470Liabilities 2015: $0Net Assets 2015: $5,915,4702015Assets 2016: $5,887,933Liabilities 2016: $0Net Assets 2016: $5,887,9332016Assets 2017: $7,046,689Liabilities 2017: $0Net Assets 2017: $7,046,6892017Assets 2018: $7,605,204Liabilities 2018: $0Net Assets 2018: $7,605,2042018Assets 2019: $8,246,456Liabilities 2019: $0Net Assets 2019: $8,246,4562019Assets 2020: $9,276,834Liabilities 2020: $0Net Assets 2020: $9,276,8342020Assets 2021: $11,311,644Liabilities 2021: $0Net Assets 2021: $11,311,6442021Assets 2022: $11,912,549Liabilities 2022: $0Net Assets 2022: $11,912,5492022Assets 2023: $12,381,975Liabilities 2023: $0Net Assets 2023: $12,381,9752023Assets 2024: $12,426,473Liabilities 2024: $0Net Assets 2024: $12,426,4732024Assets 2025: $13,105,549Liabilities 2025: $0Net Assets 2025: $13,105,5492025

Highlighted filing

2014

Assets$5,921,340
Liabilities$0
Net Assets$5,921,340
Open 2014 Filing

Operations Trend

Revenue Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,024,230Expenses 2011: $935,791Net Income 2011: $88,4392011Expenses 2012: $909,0562012Expenses 2013: $936,8222013Revenue 2014: $999,833Expenses 2014: $1,047,965Net Income 2014: -$48,1322014Revenue 2015: $957,487Expenses 2015: $963,357Net Income 2015: -$5,8702015Revenue 2016: $1,034,222Expenses 2016: $1,061,759Net Income 2016: -$27,5372016Revenue 2017: $2,558,642Expenses 2017: $1,399,886Net Income 2017: $1,158,7562017Revenue 2018: $2,031,954Expenses 2018: $1,473,439Net Income 2018: $558,5152018Revenue 2019: $2,083,445Expenses 2019: $1,442,193Net Income 2019: $641,2522019Revenue 2020: $2,311,338Expenses 2020: $1,280,960Net Income 2020: $1,030,3782020Revenue 2021: $3,182,782Expenses 2021: $1,147,972Net Income 2021: $2,034,8102021Revenue 2022: $2,380,391Expenses 2022: $1,779,486Net Income 2022: $600,9052022Revenue 2023: $1,983,065Expenses 2023: $1,990,694Net Income 2023: -$7,6292023Revenue 2024: $2,449,916Expenses 2024: $2,391,225Net Income 2024: $58,6912024Revenue 2025: $3,081,372Expenses 2025: $2,063,015Net Income 2025: $1,018,3572025

Highlighted filing

2014

Revenue$999,833
Expenses$1,047,965
Net Income-$48,132
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$4,506,784
Mission and Program Overview

Mission

To provide administration services and promote good business practices in the sheet metal and air conditioning industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,598,059$5,580,842▼ $17,217
Savings and Temporary Cash Investments$310,752$292,362▼ $18,390
Investments Other Securities$44,442$38,648▼ $5,794
Cash and Non-Interest-Bearing Accounts$12,442$5,710▼ $6,732
Total Assets$5,969,472$5,921,340▼ $48,132
Other Assets Total$3,777$3,778▲ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$5,969,472$5,921,340▼ $48,132
Total Net Assets Fund Balance$5,969,472$5,921,340▼ $48,132
Total Liabilities and Net Assets / Fund Balance$5,969,472$5,921,340▼ $48,132
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN O'DORISIOExecutive DiFT$255,000-$255,000
KEVIN O'DORISIOExecutive Director-$200,000$55,000$255,000

Board Members and Trustees

NameTitle
Kent CooperPresident
Brad YoungDirector
Charles ThompsonDirector
Fred KleinDirector
GARY S'DAODirector
Jordan EhrenkranzDirector
Kevin MichelDirector
Michael HilbertDirector
Richard RiveraDirector
Robert VlickDirector
Tani PoeDirector
Tom NolanSecretary/tr
Robert MorganVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$16,000
Program Service Revenue
$480,043
Investment Income
$503,790
Other Revenue
$0
Change in Net Assets
$-48,132

Audited Revenue Reconciliation

Revenue per Audited Statements
$999,833
Total Revenue per Audited Statements
$999,833
Total Revenue per Form 990
$999,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$711,687
Salaries, Compensation, and Employee Benefits$336,278
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$255,000-$255,000
Conferences and Meetings$202,982--$202,982
All Other Expenses$34,117$69,505-$103,622
Other Salaries and Wages-$65,000-$65,000
Occupancy-$64,638-$64,638
Other Expenses$25,000$76,887-$25,000
Office Expenses-$19,320-$19,320
Payroll Taxes-$16,278-$16,278
Total Functional Expenses$481,337$566,628$0$1,047,965

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,047,965
Total Expenses per Audited Statements$1,047,965
Total Expenses per Form 990$1,047,965
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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, Page 6, Part VI, Line 11B

“Executive director and treasurer review the 990.”

Form 990, Page 6, Part VI, Line 12C

“The executive director and president both verify proper disclosure and enforcement of this policy.”

Form 990, Page 6, Part VI, Line 15A

“Executive director's compensation is reviewed annually by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“All relevant documents are available upon request.”

Filing and Contact Details

Filer

EIN
95-1953485
Phone
5629446345

Signing Officer

Name
KEVIN O'DORISIO
Title
Executive Director
Phone
5629446345
Signed
2014-10-31

Organization Details

Formed
1953
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
2

Preparer

Preparer
Louis N Hamel CPA
Phone
8189213980
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The association has been granted tax-exempt status as a business league by the internal revenue service under section 501(c)(6) of the internal revenue code. Management reviews the status of all tax positions annually to determine if any tax position should affect the associations financial statements. For the tax year 2013 and for all previous tax years subject to investigation by the relevant taxing authorities, association management estimates that no tax positions require an adjustment to the associations financial statements. The association is still open to examination by various major tax authorities for years beginning in 2010.”

Raw XML Appendix363 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/TitleTxt0DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0480043
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0310752
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0292362
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01047965
IRS990ScheduleD/RevenueSubtotalAmt0999833
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS BEEN GRANTED TAX-EXEMPT STATUS AS A BUSINESS LEAGUE BY THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT REVIEWS THE STATUS OF ALL TAX POSITIONS ANNUALLY TO DETERMINE IF ANY TAX POSITION SHOULD AFFECT THE ASSOCIATIONS FINANCIAL STATEMENTS. FOR THE TAX YEAR 2013 AND FOR ALL PREVIOUS TAX YEARS SUBJECT TO INVESTIGATION BY THE RELEVANT TAXING AUTHORITIES, ASSOCIATION MANAGEMENT ESTIMATES THAT NO TAX POSITIONS REQUIRE AN ADJUSTMENT TO THE ASSOCIATIONS FINANCIAL STATEMENTS. THE ASSOCIATION IS STILL OPEN TO EXAMINATION BY VARIOUS MAJOR TAX AUTHORITIES FOR YEARS BEGINNING IN 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt01047965
IRS990ScheduleD/TotalRevenuePerForm990Amt0999833
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0999833
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01047965
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0200000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount055000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KEVIN O'DORISIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0255000
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR AND TREASURER REVIEW THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR AND PRESIDENT BOTH VERIFY PROPER DISCLOSURE AND ENFORCEMENT OF THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RELEVANT DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05969472
IRS990/TotalAssetsEOYAmt05921340
IRS990/TotalAssetsGrp/BOYAmt05969472
IRS990/TotalAssetsGrp/EOYAmt05921340
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt016000
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0566628
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0481337
IRS990/TotalFunctionalExpensesGrp/TotalAmt01047965
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05969472
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05921340
IRS990/TotalProgramServiceExpensesAmt0481337
IRS990/TotalProgramServiceRevenueAmt0480043
IRS990/TotalReportableCompFromOrgAmt0255000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0983833
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0999833
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05969472
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05921340
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05969472
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05921340
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.SMACNA-LA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN O'DORISIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05629446345
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHEET METAL AND AIR CONDITIONING
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0951953485
ReturnHeader/Filer/PhoneNum05629446345
ReturnHeader/Filer/USAddress/AddressLine1012070 TELEGRAPH ROAD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 350
ReturnHeader/Filer/USAddress/City0SANTA FE SPRINGS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090670
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454205322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1013949 VENTURA BOULEVARD SUITE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SHERMAN OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091423
ReturnHeader/PreparerPersonGrp/PhoneNum08189213980
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS N HAMEL CPA
ReturnHeader/ReturnTs02014-11-05T10:57:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,921,340
Liabilities
$0
Net assets
$5,921,340
Revenue
$999,833
Expenses
$1,047,965
Net income
-$48,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$3.08$2.06$1.02
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$2.45$2.39$0.06
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.98$1.99$0.01
2022Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$2.38$1.78$0.60
2021Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$3.18$1.15$2.03
2020Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$2.31$1.28$1.03
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$2.08$1.44$0.64
2018Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$2.03$1.47$0.56
2017Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$2.56$1.40$1.16
2016Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$1.03$1.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.96$0.96$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$1.00$1.05$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.97$0.00$5.97$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.00$6.25$0.91
2011Summary only. Only limited summary data is available for this year.$6.22$0.00$6.22$1.02$0.94$0.09