Civic Intelligence

Sheet Metal Workers and Tri County Ac Sheet Metal Contractors Apprenticeship

990 • Fiscal year 2017 • EIN 95-3548147

Aug 01, 2016 to Jul 31, 2017 • Filed on Apr 10, 2018

Organization ProfileWWW.SMW273JATC.ORG

Refreshing map…

1794 Goodyear AveVentura, CA 93003

(805) 642-2211

Siviq Scores

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

Liabilities / Assets

74th percentile

0.23x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.12x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$133,976

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

2nd percentile

-55%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

5.6%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$275,881

Down $330,662 (-55%) from 2016

Net Assets

Down

$212,549

Down $283,995 (-57%) from 2016

Liabilities

Down

$63,332

Down $46,667 (-42%) from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin5th percentile

Revenue

Up

$525,206

Up $27,623 (+5.6%) from 2016

Expenses

Up

$809,201

Up $274,298 (+51%) from 2016

Net Income

Down

-$283,995

Down $246,675 (-661%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.0M$500K$0Assets 2011: $444,195Liabilities 2011: $47,677Net Assets 2011: $396,5182011Assets 2012: $462,019Liabilities 2012: $2,737Net Assets 2012: $459,2822012Assets 2013: $421,886Liabilities 2013: $2,341Net Assets 2013: $419,5452013Assets 2014: $652,372Liabilities 2014: $190,000Net Assets 2014: $462,3722014Assets 2015: $681,840Liabilities 2015: $147,976Net Assets 2015: $533,8642015Assets 2016: $606,543Liabilities 2016: $109,999Net Assets 2016: $496,5442016Assets 2017: $275,881Liabilities 2017: $63,332Net Assets 2017: $212,5492017Assets 2018: $212,415Liabilities 2018: $29,999Net Assets 2018: $182,4162018Assets 2019: $462,623Liabilities 2019: $227,500Net Assets 2019: $235,1232019Assets 2020: $550,559Liabilities 2020: $197,500Net Assets 2020: $353,0592020Assets 2021: $589,796Liabilities 2021: $169,750Net Assets 2021: $420,0462021Assets 2022: $645,564Liabilities 2022: $140,000Net Assets 2022: $505,5642022Assets 2023: $952,095Liabilities 2023: $136,748Net Assets 2023: $815,3472023

Highlighted filing

2017

Assets$275,881
Liabilities$63,332
Net Assets$212,549
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $375,326Expenses 2011: $323,766Net Income 2011: $51,5602011Revenue 2012: $394,305Expenses 2012: $331,541Net Income 2012: $62,7642012Revenue 2013: $321,378Expenses 2013: $361,115Net Income 2013: -$39,7372013Revenue 2014: $355,501Expenses 2014: $312,674Net Income 2014: $42,8272014Revenue 2015: $424,809Expenses 2015: $353,317Net Income 2015: $71,4922015Revenue 2016: $497,583Expenses 2016: $534,903Net Income 2016: -$37,3202016Revenue 2017: $525,206Expenses 2017: $809,201Net Income 2017: -$283,9952017Revenue 2018: $639,429Expenses 2018: $669,562Net Income 2018: -$30,1332018Revenue 2019: $616,231Expenses 2019: $563,524Net Income 2019: $52,7072019Revenue 2020: $785,249Expenses 2020: $667,313Net Income 2020: $117,9362020Revenue 2021: $744,175Expenses 2021: $677,188Net Income 2021: $66,9872021Revenue 2022: $807,081Expenses 2022: $721,563Net Income 2022: $85,5182022Revenue 2023: $1,141,749Expenses 2023: $831,966Net Income 2023: $309,7832023

Highlighted filing

2017

Revenue$525,206
Expenses$809,201
Net Income-$283,995
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Apr 10, 2018
Return Version
2016v3.0
Gross Receipts
$525,206
Mission and Program Overview

Mission

Provide apprenticeship and journeyman training through relevant courses designed to present the latest technologies, materials, skills and instruction necessary in meeting their collective objective.

Provide apprenticeship and journeyman training through relevant courses designed to present the latest technologies, materials , skills and instruction necessary in meeting their collective objective.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$151,331$138,044▼ $13,287
Savings and Temporary Cash Investments$373,350$123,535▼ $249,815
Cash and Non-Interest-Bearing Accounts$81,862$14,302▼ $67,560
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$606,543$275,881▼ $330,662
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$109,999$63,332▼ $46,667
Total Liabilities$109,999$63,332▼ $46,667
Net Assets / Fund Balance
Unrestricted Net Assets$496,544$212,549▼ $283,995
Total Net Assets Fund Balance$496,544$212,549▼ $283,995
Total Liabilities and Net Assets / Fund Balance$606,543$275,881▼ $330,662

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$138,044$114,602$252,646
Equipment-$213,812$213,812
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Brian HillCoordinatorFT$133,976$133,976

Board Members and Trustees

NameTitle
Rich NidayTrustee
Ross LorenzTrustee
Stan CapelliTrustee
Steve SweetingTrustee
Todd HenardTrustee
Tyler ScheidtTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$523,460
Investment Income
$185
Other Revenue
$1,561
Change in Net Assets
$-283,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$525,206
Total Revenue per Audited Statements
$525,206
Total Revenue per Form 990
$525,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$480,992
Salaries, Compensation, and Employee Benefits$328,209
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$167,060--$167,060
Current Officers, Directors, Trustees, and Key Employees$133,976--$133,976
Payroll Taxes$27,173--$27,173
All Other Expenses$23,770--$23,770
Insurance$16,930--$16,930
Other Expenses$13,360--$13,360
Depreciation Depletion$13,287--$13,287
Fees for Services Accounting$7,110--$7,110
Advertising$6,359--$6,359
Conferences and Meetings$4,381--$4,381
Total Functional Expenses$809,201$0$0$809,201

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$809,201
Total Expenses per Audited Statements$809,201
Total Expenses per Form 990$809,201
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“The apprenticeship committee does not have any committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 was provided to the responsible officer for review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Trustees are required to notify the apprensticeship committee of any changes in their interest that could give rise to conflicts.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation is approved and reviewed by the board of trustees.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, conflicts of interest policy and financial statements are maintained in the apprenticeship committee's office and are avilable upon written request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers and Tri County Ac
EIN
95-3548147
Phone
8056422211
Address
1794 GOODYEAR AVE, VENTURA, CA 93003

Signing Officer

Name
Brian Hill
Title
Coordinator
Signed
2018-04-10
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
22

Preparer

Firm
David Brody & Company
Address
17785 CENTER COURT DR N STE 680, CERRITOS, CA 90703-8573
Preparer
Parbhu Jogia CPA
Phone
5624025222
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1: Change of Accounting Method

“The modified cash basis was used to prepare the form 990.”

Raw XML AppendixShowing 400 of 417 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE APPRENTICESHIP AND JOURNEYMAN TRAINING THROUGH RELEVANT COURSES DESIGNED TO PRESENT THE LATEST TECHNOLOGIES, MATERIALS , SKILLS AND INSTRUCTION NECESSARY IN MEETING THEIR COLLECTIVE OBJECTIVE.
IRS990/AdvertisingGrp/ProgramServicesAmt06359
IRS990/AdvertisingGrp/TotalAmt06359
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ProgramServicesAmt023770
IRS990/AllOtherExpensesGrp/TotalAmt023770
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BRIAN HILL
IRS990/BooksInCareOfDetail/PhoneNum08056422211
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01794 GOODYEAR AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt081862
IRS990/CashNonInterestBearingGrp/EOYAmt014302
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0133976
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0133976
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04381
IRS990/ConferencesMeetingsGrp/TotalAmt04381
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0185
IRS990/CYOtherExpensesAmt0480992
IRS990/CYOtherRevenueAmt01561
IRS990/CYProgramServiceRevenueAmt0523460
IRS990/CYRevenuesLessExpensesAmt0-283995
IRS990/CYSalariesCompEmpBnftPaidAmt0328209
IRS990/CYTotalExpensesAmt0809201
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0525206
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013287
IRS990/DepreciationDepletionGrp/TotalAmt013287
IRS990/Desc0TO TRAIN APPRENTICES OF SMART LOCAL 104 DISTRICT3
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0809201
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07110
IRS990/FeesForServicesAccountingGrp/TotalAmt07110
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt545.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0RICH NIDAY
IRS990/Form990PartVIISectionAGrp/PersonNm1TYLER SCHEIDT
IRS990/Form990PartVIISectionAGrp/PersonNm2STAN CAPELLI
IRS990/Form990PartVIISectionAGrp/PersonNm3TODD HENARD
IRS990/Form990PartVIISectionAGrp/PersonNm4ROSS LORENZ
IRS990/Form990PartVIISectionAGrp/PersonNm5BRIAN HILL
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE SWEETING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5133976
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0525206
IRS990/GrossRentsGrp/RealAmt01561
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt016930
IRS990/InsuranceGrp/TotalAmt016930
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0185
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0185
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0328414
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0151331
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0138044
IRS990/LandBldgEquipCostOrOtherBssAmt0466458
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE APPRENTICESHIP AND JOURNEYMAN TRAINING THROUGH RELEVANT COURSES DESIGNED TO PRESENT THE LATEST TECHNOLOGIES, MATERIALS , SKILLS AND INSTRUCTION NECESSARY IN MEETING THEIR COLLECTIVE OBJECTIVE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0496544
IRS990/NetAssetsOrFundBalancesEOYAmt0212549
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01561
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01561
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Educational Expenses
IRS990/OtherExpensesGrp/Desc1Fringe Benefits
IRS990/OtherExpensesGrp/Desc2Rent
IRS990/OtherExpensesGrp/Desc3Equipment, Maintenance
IRS990/OtherExpensesGrp/ProgramServicesAmt0187915
IRS990/OtherExpensesGrp/ProgramServicesAmt1163996
IRS990/OtherExpensesGrp/ProgramServicesAmt243884
IRS990/OtherExpensesGrp/ProgramServicesAmt313360
IRS990/OtherExpensesGrp/TotalAmt0187915
IRS990/OtherExpensesGrp/TotalAmt1163996
IRS990/OtherExpensesGrp/TotalAmt243884
IRS990/OtherExpensesGrp/TotalAmt313360
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0167060
IRS990/OtherSalariesAndWagesGrp/TotalAmt0167060
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt027173
IRS990/PayrollTaxesGrp/TotalAmt027173
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MONTOYA FUNDING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0486726
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt136734
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0486726
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt136734
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0406
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0262396
IRS990/PYOtherRevenueAmt01300
IRS990/PYProgramServiceRevenueAmt0495877
IRS990/PYRevenuesLessExpensesAmt0-37320
IRS990/PYSalariesCompEmpBnftPaidAmt0272507
IRS990/PYTotalExpensesAmt0534903
IRS990/PYTotalRevenueAmt0497583
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-283995
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt01561
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0373350
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0123535
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0213812
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0213812
IRS990ScheduleD/ExpensesSubtotalAmt0809201
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0138044
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0114602
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0252646
IRS990ScheduleD/RevenueSubtotalAmt0525206
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0138044
IRS990ScheduleD/TotalExpensesPerForm990Amt0809201
IRS990ScheduleD/TotalRevenuePerForm990Amt0525206
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0525206
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0809201
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NEWSPAPER ADVERTISING PLACED IN SANTA MARIA, SANTA BARBARA AND VENTURA COUNTY NEWSPAPER STATING THE TRUST'S "NOTICE OF NON-DISCRIMINATORY POLICIES".
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE APPRENTICESHIP COMMITTEE DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WAS PROVIDED TO THE RESPONSIBLE OFFICER FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE REQUIRED TO NOTIFY THE APPRENSTICESHIP COMMITTEE OF ANY CHANGES IN THEIR INTEREST THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS APPROVED AND REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE APPRENTICESHIP COMMITTEE'S OFFICE AND ARE AVILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MODIFIED CASH BASIS WAS USED TO PREPARE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 1: Change of Accounting Method
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0606543
IRS990/TotalAssetsEOYAmt0275881
IRS990/TotalAssetsGrp/BOYAmt0606543
IRS990/TotalAssetsGrp/EOYAmt0275881
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0809201
IRS990/TotalFunctionalExpensesGrp/TotalAmt0809201
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0109999
IRS990/TotalLiabilitiesEOYAmt063332
IRS990/TotalLiabilitiesGrp/BOYAmt0109999
IRS990/TotalLiabilitiesGrp/EOYAmt063332
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0496544
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0212549
IRS990/TotalProgramServiceExpensesAmt0809201
IRS990/TotalProgramServiceRevenueAmt0523460
IRS990/TotalReportableCompFromOrgAmt0133976
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0525206
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0525206
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0606543
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0275881
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0496544
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0212549
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0109999
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt063332
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SMW273JATC.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COORDINATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS AND TRI COUNTY AC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SHEET METAL CONTRACTORS APPRENTICESHIP
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0953548147

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$275,881
Liabilities
$63,332
Net assets
$212,549
Revenue
$525,206
Expenses
$809,201
Net income
-$283,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.95$0.14$0.82$1.14$0.83$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.14$0.51$0.81$0.72$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.17$0.42$0.74$0.68$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.20$0.35$0.79$0.67$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.23$0.24$0.62$0.56$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.03$0.18$0.64$0.67$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.06$0.21$0.53$0.81$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.11$0.50$0.50$0.53$0.04
2015Summary only. Only limited summary data is available for this year.$0.68$0.15$0.53$0.42$0.35$0.07
2014Summary only. Only limited summary data is available for this year.$0.65$0.19$0.46$0.36$0.31$0.04
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.32$0.36$0.04
2012Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.39$0.33$0.06
2011Summary only. Only limited summary data is available for this year.$0.44$0.05$0.40$0.38$0.32$0.05