Civic Intelligence

Sheet Metal Workers Training Fund

990 • Fiscal year 2024 • EIN 99-6009480

Feb 01, 2023 to Jan 31, 2024 • Filed on Dec 12, 2024

Organization ProfileN/A

View Organization Page

1405 North King St 403 403Honolulu, HI 96817

(808) 841-6106

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.02x

Higher debt load relative to revenue than 50% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2024

Net Margin

99th percentile

73%

Higher net margin than 99% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$198,371

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2024

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

72%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$9,190,429

Up $1,230,474 (+15%) from 2023

Net Assets

Up

$9,127,058

Up $1,274,121 (+16%) from 2023

Liabilities

Down

$63,371

Down $43,647 (-41%) from 2023

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin99th percentile

Revenue

Up

$2,728,306

Up $1,146,548 (+72%) from 2023

Expenses

Up

$737,625

Up $96,085 (+15%) from 2023

Net Income

Up

$1,990,681

Up $1,050,463 (+112%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2012: $3,463,542Liabilities 2012: $30,500Net Assets 2012: $3,433,0422012Assets 2013: $3,345,169Liabilities 2013: $36,558Net Assets 2013: $3,308,6112013Assets 2014: $3,176,999Liabilities 2014: $51,242Net Assets 2014: $3,125,7572014Assets 2015: $3,128,725Liabilities 2015: $37,824Net Assets 2015: $3,090,9012015Assets 2016: $3,175,198Liabilities 2016: $26,935Net Assets 2016: $3,148,2632016Assets 2017: $3,708,168Liabilities 2017: $19,747Net Assets 2017: $3,688,4212017Assets 2018: $4,393,751Liabilities 2018: $25,936Net Assets 2018: $4,367,8152018Assets 2019: $5,080,363Liabilities 2019: $20,863Net Assets 2019: $5,059,5002019Assets 2020: $5,963,370Liabilities 2020: $18,131Net Assets 2020: $5,945,2392020Assets 2021: $6,691,598Liabilities 2021: $0Net Assets 2021: $6,691,5982021Assets 2022: $7,155,693Liabilities 2022: $48,343Net Assets 2022: $7,107,3502022Assets 2023: $7,959,955Liabilities 2023: $107,018Net Assets 2023: $7,852,9372023Assets 2024: $9,190,429Liabilities 2024: $63,371Net Assets 2024: $9,127,0582024Assets 2025: $10,380,031Liabilities 2025: $106,974Net Assets 2025: $10,273,0572025

Highlighted filing

2024

Assets$9,190,429
Liabilities$63,371
Net Assets$9,127,058
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $728,307Expenses 2012: $658,989Net Income 2012: $69,3182012Revenue 2013: $452,361Expenses 2013: $676,486Net Income 2013: -$224,1252013Revenue 2014: $517,562Expenses 2014: $631,048Net Income 2014: -$113,4862014Revenue 2015: $500,111Expenses 2015: $566,615Net Income 2015: -$66,5042015Revenue 2016: $783,686Expenses 2016: $570,069Net Income 2016: $213,6172016Revenue 2017: $1,026,979Expenses 2017: $579,097Net Income 2017: $447,8822017Revenue 2018: $1,227,739Expenses 2018: $639,273Net Income 2018: $588,4662018Revenue 2019: $1,533,495Expenses 2019: $621,481Net Income 2019: $912,0142019Revenue 2020: $1,524,005Expenses 2020: $638,266Net Income 2020: $885,7392020Revenue 2021: $1,682,633Expenses 2021: $623,030Net Income 2021: $1,059,6032021Revenue 2022: $1,300,797Expenses 2022: $885,045Net Income 2022: $415,7522022Revenue 2023: $1,581,758Expenses 2023: $641,540Net Income 2023: $940,2182023Revenue 2024: $2,728,306Expenses 2024: $737,625Net Income 2024: $1,990,6812024Revenue 2025: $2,014,683Expenses 2025: $896,182Net Income 2025: $1,118,5012025

Highlighted filing

2024

Revenue$2,728,306
Expenses$737,625
Net Income$1,990,681
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 31, 2024
Signed
Dec 12, 2024
Return Version
2023v5.1
Gross Receipts
$2,728,306
Mission and Program Overview

Mission

To provide training benefits to employers who satisfy the eligibility requirements for benefits

To provide training benefits to employees who satisfy the eligibility requirements for benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,852,937$9,127,058▲ $1,274,121
Investments in Publicly Traded Securities$7,612,472$8,641,266▲ $1,028,794
Accounts Receivable$195,498$190,546▼ $4,952
Cash and Non-Interest-Bearing Accounts-$109,388-
Land, Buildings, and Equipment, Net$36,455$59,993▲ $23,538
Savings and Temporary Cash Investments$5,113$43,315▲ $38,202
Prepaid Expenses and Deferred Charges$6,580$2,829▼ $3,751
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,959,955$9,190,429▲ $1,230,474
Other Assets Total$103,837$143,092▲ $39,255
Liabilities
Other Liabilities$71,579$37,725▼ $33,854
Accounts Payable and Accrued Expenses$35,439$25,646▼ $9,793
Total Liabilities$107,018$63,371▼ $43,647
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,852,937$9,127,058▲ $1,274,121
Total Liabilities and Net Assets / Fund Balance$7,959,955$9,190,429▲ $1,230,474

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$53,592$81,638$135,230
Other Land Buildings$6,401$28,511$34,912
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Burton TakafujiTraining CoordinatorFT$143,696$32,254$175,950

Board Members and Trustees

NameTitle
Aldon KaopuikiTrustee
Arthur B TolentinoTrustee
Jeanine LumTrustee
Kevin HirayamaTrustee
Marc RifkindTrustee
Paul SaitoTrustee
Rick PaulinoTrustee
Sam FujikawaTrustee
Skye MatsumotoTrustee
Glenn SaitoTrustee (feb-sept)
Ryan LoeffersAdmin
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,248,109
Investment Income
$1,441,732
Other Revenue
$38,465
Change in Net Assets
$1,990,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$462,727
Salaries, Compensation, and Employee Benefits$274,898
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$162,557
Payroll Taxes---$72,211
Occupancy---$52,310
Fees for Services Accounting---$48,667
Fees for Services Legal---$37,497
Other Employee Benefits---$32,380
Fees for Service Investment Mgmnt Fees---$25,034
Office Expenses---$13,215
Travel---$10,996
Insurance---$9,332
Pension Plan Contributions---$7,750
All Other Expenses---$6,302
Conferences and Meetings---$4,217
Fees for Services Other---$3,236
Other Expenses---$2,756
Total Functional Expenses$0$0$0$737,625
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker$35,884
DUE TO HAWAII SHEET METAL WORKERS' HEALTH & WELFARE PLAN$1,841
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Employer trustees and union trustees are appointed in such a manner and for such term and may be removed in such manner as the sheet metal contractors association and the sheet metal workers international association local 293, afl-cio may respectively determine.”

Form 990, Part VI, Section A, Line 8B

“There is no committee with the authority to act on behalf of the trustees.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“There are no other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sheetmetal Workers Training Fund
EIN
99-6009480
Phone
8088416106
Address
1405 NORTH KING ST 403 403, HONOLULU, HI 96817

Signing Officer

Name
Arthur Tolentino
Title
Trustee/co-chair
Phone
8088416106
Signed
2024-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Loeffers
Formed
1964
Legal Domicile
Hi
Voting Board Members
9
Independent Board Members
9
Employees
19
Volunteers
8

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
Phone
9094664410
Raw XML AppendixShowing 400 of 483 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt035439
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025646
IRS990/AccountsReceivableGrp/BOYAmt0195498
IRS990/AccountsReceivableGrp/EOYAmt0190546
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE TRAINING BENEFITS TO EMPLOYEES WHO SATISFY THE ELIGIBILITY REQUIREMENTS FOR BENEFITS.
IRS990/AllOtherExpensesGrp/TotalAmt06302
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ARTHUR B TOLENTINO
IRS990/BooksInCareOfDetail/PhoneNum08088416106
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01405 NORTH KING ST 403 403
IRS990/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd096817
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt0109388
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt04217
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01441732
IRS990/CYOtherExpensesAmt0462727
IRS990/CYOtherRevenueAmt038465
IRS990/CYProgramServiceRevenueAmt01248109
IRS990/CYRevenuesLessExpensesAmt01990681
IRS990/CYSalariesCompEmpBnftPaidAmt0274898
IRS990/CYTotalExpensesAmt0737625
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02728306
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0APPRENTICESHIP TRAINING PROGRAM - COORDINATE AND CONDUCT THE SHEET METAL APPRENTICESHIP PROGRAM.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt019
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt048667
IRS990/FeesForServicesLegalGrp/TotalAmt037497
IRS990/FeesForServicesOtherGrp/TotalAmt03236
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025034
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1032.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt107.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1137.50
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1028371
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1132254
IRS990/Form990PartVIISectionAGrp/PersonNm0ALDON KAOPUIKI
IRS990/Form990PartVIISectionAGrp/PersonNm1ARTHUR B TOLENTINO
IRS990/Form990PartVIISectionAGrp/PersonNm2GLENN SAITO
IRS990/Form990PartVIISectionAGrp/PersonNm3JEANINE LUM
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN HIRAYAMA
IRS990/Form990PartVIISectionAGrp/PersonNm5MARC RIFKIND
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL SAITO
IRS990/Form990PartVIISectionAGrp/PersonNm7RICK PAULINO
IRS990/Form990PartVIISectionAGrp/PersonNm8SAM FUJIKAWA
IRS990/Form990PartVIISectionAGrp/PersonNm9SKYE MATSUMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm10RYAN LOEFFERS
IRS990/Form990PartVIISectionAGrp/PersonNm11BURTON TAKAFUJI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11143696
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10170000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE (FEB-SEPT)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRAINING COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01104470
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01104470
IRS990/GrossReceiptsAmt02728306
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt09332
IRS990/InvestmentIncomeGrp/ExclusionAmt0337262
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0337262
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07612472
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08641266
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0110149
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036455
IRS990/LandBldgEquipBasisNetGrp/EOYAmt059993
IRS990/LandBldgEquipCostOrOtherBssAmt0170142
IRS990/LegalDomicileStateCd0HI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRAINING BENEFITS TO EMPLOYERS WHO SATISFY THE ELIGIBILITY REQUIREMENTS FOR BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07852937
IRS990/NetAssetsOrFundBalancesEOYAmt09127058
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01104470
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01104470
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt052310
IRS990/OfficeExpensesGrp/TotalAmt013215
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0103837
IRS990/OtherAssetsTotalGrp/EOYAmt0143092
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032380
IRS990/OtherExpensesGrp/Desc0ADMIN EXPENSE OFFICE
IRS990/OtherExpensesGrp/Desc1TRAINING
IRS990/OtherExpensesGrp/Desc2COLLECTIONS
IRS990/OtherExpensesGrp/Desc3AUTOMOBILE
IRS990/OtherExpensesGrp/TotalAmt0150036
IRS990/OtherExpensesGrp/TotalAmt190485
IRS990/OtherExpensesGrp/TotalAmt28644
IRS990/OtherExpensesGrp/TotalAmt32756
IRS990/OtherLiabilitiesGrp/BOYAmt071579
IRS990/OtherLiabilitiesGrp/EOYAmt037725
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt038465
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt038465
IRS990/OtherRevenueTotalAmt038465
IRS990/OtherSalariesAndWagesGrp/TotalAmt0162557
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt072211
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt07750
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06580
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02829
IRS990/PrincipalOfficerNm0RYAN LOEFFERS
IRS990/PriorPeriodAdjustmentsAmt0-716560
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TOOL SALES
IRS990/ProgramServiceRevenueGrp/Desc2COST SHARING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01236015
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17571
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24523
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01236015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17571
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24523
IRS990/ProgSrvcAccomActy2Grp/Desc0INSTRUCTORS TRAINING PROGRAM- COORDINATE AND CONDUCT TRAINING PROGRAMS FOR INSTRUCTIONS FOR OTHER SHEET METAL TRAINING PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/Desc0SAFETY TRAINING PROGRAM - COORDINATE AND CONDUCT FIRST AID CLASSES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0329628
IRS990/PYOtherExpensesAmt0355561
IRS990/PYOtherRevenueAmt014
IRS990/PYProgramServiceRevenueAmt01252116
IRS990/PYRevenuesLessExpensesAmt0940218
IRS990/PYSalariesCompEmpBnftPaidAmt0285979
IRS990/PYTotalExpensesAmt0641540
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01581758
IRS990/ReconcilationRevenueExpnssAmt01990681
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07852937
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09127058
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05113
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043315
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt053592
IRS990ScheduleD/EquipmentGrp/DepreciationAmt081638
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0135230
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06401
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028511
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt034912
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01841
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt135884
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO HAWAII SHEET METAL WORKERS' HEALTH & WELFARE PLAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO BROKER
IRS990ScheduleD/TotalBookValueLandBuildingsAmt059993
IRS990ScheduleD/TotalLiabilityAmt037725
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1143696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0170000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt112850
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt119404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017787
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RYAN LOEFFERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BURTON TAKAFUJI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRAINING COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1175950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0198371
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYER TRUSTEES AND UNION TRUSTEES ARE APPOINTED IN SUCH A MANNER AND FOR SUCH TERM AND MAY BE REMOVED IN SUCH MANNER AS THE SHEET METAL CONTRACTORS ASSOCIATION AND THE SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 293, AFL-CIO MAY RESPECTIVELY DETERMINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HSMW PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1HSMW HEALTH & WELFARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2HSMW VACATION & HOLIDAY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3HSMW ANNUITY PROFIT SHARING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0996009479
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1996006418
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2996009478
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3996027785
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HEALTH & WELFARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2VACATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01405 N KING STREET SUITE 403
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11405 N KING STREET SUITE 403
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21405 N KING STREET SUITE 403
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31405 N KING STREET SUITE 403
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd096817
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd196817
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd296817
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd396817
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,190,429
Liabilities
$63,371
Net assets
$9,127,058
Revenue
$2,728,306
Expenses
$737,625
Net income
$1,990,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.11$10.3$2.01$0.90$1.12
2024Detailed filing. Detailed filing data is available for this year.$9.19$0.06$9.13$2.73$0.74$1.99
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.96$0.11$7.85$1.58$0.64$0.94
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.05$7.11$1.30$0.89$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.00$6.69$1.68$0.62$1.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.02$5.95$1.52$0.64$0.89
2019Summary only. Only limited summary data is available for this year.$5.08$0.02$5.06$1.53$0.62$0.91
2018Summary only. Only limited summary data is available for this year.$4.39$0.03$4.37$1.23$0.64$0.59
2017Summary only. Only limited summary data is available for this year.$3.71$0.02$3.69$1.03$0.58$0.45
2016Summary only. Only limited summary data is available for this year.$3.18$0.03$3.15$0.78$0.57$0.21
2015Summary only. Only limited summary data is available for this year.$3.13$0.04$3.09$0.50$0.57$0.07
2014Summary only. Only limited summary data is available for this year.$3.18$0.05$3.13$0.52$0.63$0.11
2013Summary only. Only limited summary data is available for this year.$3.35$0.04$3.31$0.45$0.68$0.22
2012Summary only. Only limited summary data is available for this year.$3.46$0.03$3.43$0.73$0.66$0.07