Civic Intelligence

Sheet Metal and Air Conditioning Contractors Na of Southern Ca

990 • Fiscal year 2020 • EIN 95-1953485

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

12070 Telegraph Road Suite 350Santa Fe Springs, CA 90670

(562) 944-6345

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

6th percentile

0.00x

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

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Net Margin

95th percentile

45%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

74th percentile

$395,750

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2020

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

11%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$9,276,834

Up $1,030,378 (+12%) from 2019

Net Assets

Up

$9,276,834

Up $1,030,378 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$2,311,338

Up $227,893 (+11%) from 2019

Expenses

Down

$1,280,960

Down $161,233 (-11%) from 2019

Net Income

Up

$1,030,378

Up $389,126 (+61%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$9,276,834
Liabilities$0
Net Assets$9,276,834

Operations Trend

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

2020

Revenue$2,311,338
Expenses$1,280,960
Net Income$1,030,378
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.0
Gross Receipts
$7,680,209
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$6,579,846$8,120,222▲ $1,540,376
Cash and Non-Interest-Bearing Accounts$1,447,698$1,009,922▼ $437,776
Savings and Temporary Cash Investments$215,134$142,912▼ $72,222
Total Assets$8,246,456$9,276,834▲ $1,030,378
Other Assets Total$3,778$3,778→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,246,456$9,276,834▲ $1,030,378
Total Net Assets Fund Balance$8,246,456$9,276,834▲ $1,030,378
Total Liabilities and Net Assets / Fund Balance$8,246,456$9,276,834▲ $1,030,378
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN O'DORISIOExecutive DiFT$395,750-$395,750
KEVIN O'DORISIOExecutive Director-$320,250$75,500$395,750
Kim WilliamsOffice ManagFT$102,456-$102,456

Board Members and Trustees

NameTitle
Hector VargasPresident
Brad YoungDirector
Carmen KooDirector
Chad HerrickDirector
Charles ThompsonDirector
Gina MedelDirector
Karen FoxDirector
Kent CooperDirector
Kevin MichelDirector
Norm LussierDirector
Richard RiveraDirector
Robert MorganDirector
Wayne LyonsDirector
Nick DopudjaSecretary
Tom NolanTreasurer
Pete FortinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$32,700
Program Service Revenue
$1,959,223
Investment Income
$319,415
Other Revenue
$0
Change in Net Assets
$1,030,378

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,311,338
Total Revenue per Audited Statements
$2,311,338
Total Revenue per Form 990
$2,311,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$711,012
Salaries, Compensation, and Employee Benefits$569,948
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$543,538-$543,538
Conferences and Meetings$174,499--$174,499
Office Expenses-$102,207-$102,207
All Other Expenses$45,674$35,455-$81,129
Insurance-$55,831-$55,831
Payroll Taxes-$26,410-$26,410
Other Expenses$25,446$44,253-$25,446
Total Functional Expenses$422,154$858,806$0$1,280,960

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,280,960
Total Expenses per Audited Statements$1,280,960
Total Expenses per Form 990$1,280,960
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 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
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

Filer Name
Sheet Metal and Air Conditioning
EIN
95-1953485
Phone
5629446345
Address
12070 TELEGRAPH ROAD SUITE 350, SANTA FE SPRINGS, CA 90670

Signing Officer

Name
KEVIN O'DORISIO
Title
Executive Director
Phone
5629446345
Signed
2020-11-15

Organization Details

Principal Officer
KEVIN O'DORISIO
Formed
1953
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
3

Preparer

Firm
Hw Llp
Address
16501 VENTURA BLVD STE 400, ENCINO, CA 91436
Preparer
Louis N Hamel CPA
Phone
8189213980
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IRS990/OtherExpensesGrp/Desc3TECHNICAL SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt051112
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt144253
IRS990/OtherExpensesGrp/ProgramServicesAmt0176535
IRS990/OtherExpensesGrp/ProgramServicesAmt125446
IRS990/OtherExpensesGrp/TotalAmt0176535
IRS990/OtherExpensesGrp/TotalAmt151112
IRS990/OtherExpensesGrp/TotalAmt244253
IRS990/OtherExpensesGrp/TotalAmt325446
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0543538
IRS990/OtherSalariesAndWagesGrp/TotalAmt0543538
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026410
IRS990/PayrollTaxesGrp/TotalAmt026410
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KEVIN O'DORISIO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01953823
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01953823
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15400
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt032550
IRS990/PYInvestmentIncomeAmt0176139
IRS990/PYOtherExpensesAmt0919502
IRS990/PYProgramServiceRevenueAmt01874756
IRS990/PYRevenuesLessExpensesAmt0641252
IRS990/PYSalariesCompEmpBnftPaidAmt0522691
IRS990/PYTotalExpensesAmt01442193
IRS990/PYTotalRevenueAmt02083445
IRS990/ReconcilationRevenueExpnssAmt01030378
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01959223
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0215134
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0142912
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01280960
IRS990ScheduleD/RevenueSubtotalAmt02311338
IRS990ScheduleD/TotalExpensesPerForm990Amt01280960
IRS990ScheduleD/TotalRevenuePerForm990Amt02311338
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02311338
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01280960
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0320250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount075500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KEVIN O'DORISIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0395750
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08246456
IRS990/TotalAssetsEOYAmt09276834
IRS990/TotalAssetsGrp/BOYAmt08246456
IRS990/TotalAssetsGrp/EOYAmt09276834
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt032700
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0858806
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0422154
IRS990/TotalFunctionalExpensesGrp/TotalAmt01280960
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08246456
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09276834
IRS990/TotalProgramServiceExpensesAmt0422154
IRS990/TotalProgramServiceRevenueAmt01959223
IRS990/TotalReportableCompFromOrgAmt0498206
IRS990/TotalRevenueGrp/ExclusionAmt0174102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02104536
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02311338
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08246456
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09276834
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012070 TELEGRAPH ROAD 350
IRS990/USAddress/CityNm0SANTA FE SPRINGS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090670
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.SMACNA-SOCAL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN O'DORISIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05629446345
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL AND AIR CONDITIONING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONTRACTORS NA OF SOUTHERN CA
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0951953485
ReturnHeader/Filer/PhoneNum05629446345
ReturnHeader/Filer/USAddress/AddressLine1Txt012070 TELEGRAPH ROAD SUITE 350
ReturnHeader/Filer/USAddress/CityNm0SANTA FE SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090670
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId078BD19F65D46933E548E831B1076ED3546C56E9F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BCA764F9693FE6D0FEA769084223D33E4C9963DA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:24:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454205322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016501 VENTURA BLVD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08189213980
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS N HAMEL CPA
ReturnHeader/ReturnTs02020-11-13T12:24:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • $5M-$10M nonprofits