Civic Intelligence

Sheet Metal Workers Local Union No 17 Insurance Fund

990 • Fiscal year 2013 • EIN 04-2088633

Dec 01, 2012 to Nov 30, 2013 • Filed on Aug 27, 2014

Organization ProfileN/A

View Organization Page

1157 Adams Street 1st FloorDorchester, MA 02124
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.09x

Higher debt load relative to assets than 62% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

74th percentile

0.17x

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

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Net Margin

56th percentile

6.3%

Higher net margin than 56% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

58th percentile

9.4%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$54,590,713

Up $4,675,053 (+9.4%) from 2012

Net Assets

Up

$49,944,563

Up $3,868,885 (+8.4%) from 2012

Liabilities

Up

$4,646,150

Up $806,168 (+21%) from 2012

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin56th percentile

Revenue

$27,314,890

No earlier filing loaded for comparison.

Expenses

Up

$25,580,754

Up $1,193,901 (+4.9%) from 2012

Net Income

$1,734,136

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$150M$100M$50M$0Assets 2010: $47,180,107Liabilities 2010: $4,026,061Net Assets 2010: $43,154,0462010Assets 2011: $47,438,670Liabilities 2011: $3,824,507Net Assets 2011: $43,614,1632011Assets 2012: $49,915,660Liabilities 2012: $3,839,982Net Assets 2012: $46,075,6782012Assets 2013: $54,590,713Liabilities 2013: $4,646,150Net Assets 2013: $49,944,5632013Assets 2014: $54,892,611Liabilities 2014: $5,032,748Net Assets 2014: $49,859,8632014Assets 2015: $53,774,041Liabilities 2015: $4,632,829Net Assets 2015: $49,141,2122015Assets 2016: $51,501,653Liabilities 2016: $5,170,780Net Assets 2016: $46,330,8732016Assets 2017: $54,154,394Liabilities 2017: $4,545,276Net Assets 2017: $49,609,1182017Assets 2018: $57,722,359Liabilities 2018: $4,746,956Net Assets 2018: $52,975,4032018Assets 2019: $65,814,278Liabilities 2019: $5,818,207Net Assets 2019: $59,996,0712019Assets 2020: $71,089,053Liabilities 2020: $4,397,140Net Assets 2020: $66,691,9132020Assets 2021: $86,646,775Liabilities 2021: $5,554,005Net Assets 2021: $81,092,7702021Assets 2022: $88,739,286Liabilities 2022: $6,259,818Net Assets 2022: $82,479,4682022Assets 2023: $102,772,790Liabilities 2023: $5,778,696Net Assets 2023: $96,994,0942023Assets 2024: $117,678,714Liabilities 2024: $3,690,773Net Assets 2024: $113,987,9412024

Highlighted filing

2013

Assets$54,590,713
Liabilities$4,646,150
Net Assets$49,944,563
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $21,984,8932010Expenses 2011: $22,469,7102011Expenses 2012: $24,386,8532012Revenue 2013: $27,314,890Expenses 2013: $25,580,754Net Income 2013: $1,734,1362013Revenue 2014: $27,791,104Expenses 2014: $28,401,333Net Income 2014: -$610,2292014Revenue 2015: $32,291,375Expenses 2015: $29,046,287Net Income 2015: $3,245,0882015Revenue 2016: $29,789,135Expenses 2016: $32,698,971Net Income 2016: -$2,909,8362016Revenue 2017: $33,566,315Expenses 2017: $31,070,114Net Income 2017: $2,496,2012017Revenue 2018: $40,001,487Expenses 2018: $35,186,735Net Income 2018: $4,814,7522018Revenue 2019: $44,513,965Expenses 2019: $40,533,072Net Income 2019: $3,980,8932019Revenue 2020: $38,175,947Expenses 2020: $35,372,241Net Income 2020: $2,803,7062020Revenue 2021: $47,289,162Expenses 2021: $38,768,815Net Income 2021: $8,520,3472021Revenue 2022: $50,015,354Expenses 2022: $42,269,588Net Income 2022: $7,745,7662022Revenue 2023: $55,343,028Expenses 2023: $42,108,847Net Income 2023: $13,234,1812023Revenue 2024: $54,726,366Expenses 2024: $46,600,375Net Income 2024: $8,125,9912024

Highlighted filing

2013

Revenue$27,314,890
Expenses$25,580,754
Net Income$1,734,136
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Aug 27, 2014
Return Version
2012v2.1
Gross Receipts
$55,696,638
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants

Filing and Contact Details

Filer

EIN
04-2088633
Raw XML AppendixShowing 400 of 752 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0601217
IRS990/AccountsPayableAccruedExpenses/EOY0626079
IRS990/AccountsReceivable/BOY04488302
IRS990/AccountsReceivable/EOY04270631
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS
IRS990/AddressPrincipalOfficerUS/AddressLine101157 ADAMS STREET 1ST FLOOR
IRS990/AddressPrincipalOfficerUS/City0DORCHESTER
IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode002124
IRS990/AllOtherExpenses/Total01915
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY024522078
IRS990/BenefitsPaidToMembersPriorYear023385826
IRS990/BenefitsToMembers/Total024522078
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY0250
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/Total0185004
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther01
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10401 PARK DRIVE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0BOSTON
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0MA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode002215
IRS990/ContractorCompensation/Compensation01021359
IRS990/ContractorCompensation/DescriptionOfServices0HEALTH CLAIMS ADMINISTRATION
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10BLUE CROSS BLUE SHIELD
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total043567
IRS990/DescribedIn501C300
IRS990/Description0TO PROVIDE HEALTH AND OTHER SPECIFIED BENEFITS TO ELIGIBLE MEMBERS/DEPENDANTS THROUGH A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total027121
IRS990/FeesForServicesInvstMgmntFees/Total0156791
IRS990/FeesForServicesLegal/Total022234
IRS990/FeesForServicesOther/Total028277
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek010.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek110.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek210.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek310.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek410.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek510.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek640.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/KeyEmployee0X
IRS990/Form990PartVIISectionA/NamePerson0JAMES WOOL
IRS990/Form990PartVIISectionA/NamePerson1FRED CREAGER
IRS990/Form990PartVIISectionA/NamePerson2KEVIN GILL
IRS990/Form990PartVIISectionA/NamePerson3FESTUS JOYCE
IRS990/Form990PartVIISectionA/NamePerson4JOSEPH CULLEN
IRS990/Form990PartVIISectionA/NamePerson5JACK DESMOND
IRS990/Form990PartVIISectionA/NamePerson6ROBERT KEOGH
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation674413
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization6192718
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6ADMINISTRATOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0687258
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities029069006
IRS990/GrossReceipts055696638
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/Total027092
IRS990/Insurance/Total026583
IRS990/InvestmentIncomeCurrentYear01487828
IRS990/InvestmentIncome/ExclusionAmount0800570
IRS990/InvestmentIncomePriorYear01355584
IRS990/InvestmentIncome/TotalRevenueColumn0800570
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/EOY014288375
IRS990/InvestmentsPubTradedSecurities/BOY040912067
IRS990/InvestmentsPubTradedSecurities/EOY030580187
IRS990/LandBldgEquipmentAccumDeprec0429811
IRS990/LandBuildingsEquipmentBasis01153092
IRS990/LandBuildingsEquipmentBasisNet/BOY0765151
IRS990/LandBuildingsEquipmentBasisNet/EOY0723281
IRS990/LessCostOthBasisSalesExpenses/Securities028381748
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0ROBERT KEOGH
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY046075678
IRS990/NetAssetsOrFundBalancesEOY049944563
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0687258
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0687258
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109602
IRS990/NumberIndependentVotingMembers06
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees038
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total035915
IRS990/OfficeExpenses/Total010352
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY01752253
IRS990/OtherAssetsTotal/EOY01883573
IRS990/OtherExpensePriorYear0437583
IRS990/OtherExpensesCurrentYear0448059
IRS990/OtherExpenses/Description0POSTAGE
IRS990/OtherExpenses/Description1PRINTING
IRS990/OtherExpenses/Description2TELEPHONE
IRS990/OtherExpenses/Description3ADMINISTRATIVE EXPENSE
IRS990/OtherExpenses/Total016604
IRS990/OtherExpenses/Total19986
IRS990/OtherExpenses/Total28680
IRS990/OtherExpenses/Total38227
IRS990/OtherLiabilities/BOY03238765
IRS990/OtherLiabilities/EOY04020071
IRS990/OtherRevenueCurrentYear0430397
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0ADMIN ASSESSMENTS
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0430397
IRS990/OtherRevenueMisc/TotalRevenueColumn0430397
IRS990/OtherRevenuePriorYear0377260
IRS990/OtherSalariesAndWages/Total0213195
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Total031846
IRS990/PensionPlanContributions/Total0180572
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY021119
IRS990/PrepaidExpensesDeferredCharges/EOY020141
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0561000
IRS990/ProgramServiceRevenue/BusinessCode1561000
IRS990/ProgramServiceRevenue/BusinessCode2561000
IRS990/ProgramServiceRevenueCY025396665
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1SASMI CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description2MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear022102759
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome023711779
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome11021952
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome2662934
IRS990/ProgramServiceRevenue/TotalRevenueColumn023711779
IRS990/ProgramServiceRevenue/TotalRevenueColumn11021952
IRS990/ProgramServiceRevenue/TotalRevenueColumn2662934
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses01734136
IRS990/ReconciliationUnrealizedInvest02134749
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY046075678
IRS990/RetainedEarningsEndowmentEtc/EOY049944563
IRS990/RevenuesLessExpensesCY01734136
IRS990/RevenuesLessExpensesPriorYear0-551250
IRS990/SalariesEtcCurrentYear0610617
IRS990/SalariesEtcPriorYear0563444
IRS990/SavingsAndTempCashInvestments/BOY01976518
IRS990/SavingsAndTempCashInvestments/EOY02824525
IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue0679993
IRS990ScheduleD/Buildings/Depreciation0127667
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis0807660
IRS990ScheduleD/Equipment/BookValue043288
IRS990ScheduleD/Equipment/Depreciation0302144
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0345432
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0677098
IRS990ScheduleD/ExpensesSubtotal024903656
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF NOVEMBER 30, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1NET CHANGE IN BENEFIT OBLIGATIONS 520,307.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/InvestmentExpensesNotIncluded0156791
IRS990ScheduleD/InvestmentExpensesNotIncluded20156791
IRS990ScheduleD/NetUnrealizedGainsInvestments02134749
IRS990ScheduleD/OtherExpensesNotIncluded0520307
IRS990ScheduleD/OtherLiabilities/Amount03723005
IRS990ScheduleD/OtherLiabilities/Amount1297066
IRS990ScheduleD/OtherLiabilities/Description0INCURRED BUT NOT REPORTED CLAIMS
IRS990ScheduleD/OtherLiabilities/Description1BENEFITS PAYABLE
IRS990ScheduleD/OtherSecurities/BookValue08072360
IRS990ScheduleD/OtherSecurities/BookValue12529778
IRS990ScheduleD/OtherSecurities/BookValue23686237
IRS990ScheduleD/OtherSecurities/Description0SSGA INDEX PLUS FUND
IRS990ScheduleD/OtherSecurities/Description1INSTITUTIONAL SENIOR LOAN FUND
IRS990ScheduleD/OtherSecurities/Description2MESIROW MULTISTRATEGY
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/RevenueNotRptdF99002134749
IRS990ScheduleD/RevenueNotRptdOnFinStmt0156791
IRS990ScheduleD/RevenueSubtotal027158099
IRS990ScheduleD/TotalExpensesPerForm990025580754
IRS990ScheduleD/TotalOfAmounts04020071
IRS990ScheduleD/TotalOfBookValueLandBuildings0723281
IRS990ScheduleD/TotalOfBookValueSecurities014288375
IRS990ScheduleD/TotalRevenuePerForm990027314890
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt024903656
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt029292848
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0192718
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0ROBERT KEOGH
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg074413
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/Title0ADMINISTRATOR
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0267131
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS AND RETIREES OF LOCAL 17 SMW
IRS990ScheduleO/GeneralExplanation/Explanation1BOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW ALL TAX DOCUMENTATION BEFORE FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2AS AN EMPLOYEE BENEFIT PLAN WE ARE SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA.
IRS990ScheduleO/GeneralExplanation/Explanation3COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation4AVAILABLE UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation5PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine101157 ADAMS STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine111157 ADAMS STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine121157 ADAMS STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine131157 ADAMS STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine141157 ADAMS STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0DORCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1DORCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2DORCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3DORCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4DORCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode002124
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode102124
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode202124
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode302124
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode402124
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg30
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg40
IRS990ScheduleR/Form990ScheduleRPartII/EIN0222562168
IRS990ScheduleR/Form990ScheduleRPartII/EIN1046133804
IRS990ScheduleR/Form990ScheduleRPartII/EIN2046394579
IRS990ScheduleR/Form990ScheduleRPartII/EIN3042740831
IRS990ScheduleR/Form990ScheduleRPartII/EIN4200845880
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection2501
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1MA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2MA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState3MA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState4MA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10SMW LOCAL 17 JATC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11SMW LOCAL 17 UNION
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12SMW LOCAL 17 ANNUITY FUND
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine13SMW LOCAL 17 EQUALITY
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine14SMW LOCAL 17 SUPPLEMENTAL PENSION FUND
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0TRAINING FUND
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2EMPLOYEE BENEFIT FUND
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities3EMPLOYEE BENEFIT FUND
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities4EMPLOYEE BENEFIT FUND
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState1MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState2MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState3MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState4MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState5MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState6MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState7MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState8MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState9MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState10MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState11NH
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState12MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState13MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState14MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState15NH
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState16NH
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState17MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState18MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState19MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState20MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState21MA
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState22MA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$54,590,713
Liabilities
$4,646,150
Net assets
$49,944,563
Revenue
$27,314,890
Expenses
$25,580,754
Net income
$1,734,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$3.69$114$54.7$46.6$8.13
2023Detailed filing. Detailed filing data is available for this year.$103$5.78$97.0$55.3$42.1$13.2
2022Detailed filing. Detailed filing data is available for this year.$88.7$6.26$82.5$50.0$42.3$7.75
2021Detailed filing. Detailed filing data is available for this year.$86.6$5.55$81.1$47.3$38.8$8.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.1$4.40$66.7$38.2$35.4$2.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$5.82$60.0$44.5$40.5$3.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.7$4.75$53.0$40.0$35.2$4.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.2$4.55$49.6$33.6$31.1$2.50
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.5$5.17$46.3$29.8$32.7$2.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.8$4.63$49.1$32.3$29.0$3.25
2014Detailed filing. Detailed filing data is available for this year.$54.9$5.03$49.9$27.8$28.4$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.6$4.65$49.9$27.3$25.6$1.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.9$3.84$46.1$24.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.4$3.82$43.6$22.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.2$4.03$43.2$22.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)9 • $50M-$100M nonprofits