Civic Intelligence

Sheet Metal Workers Local Union No 17 Insurance Fund

990 • Fiscal year 2015 • EIN 04-2088633

Dec 01, 2014 to Nov 30, 2015 • Filed on Oct 14, 2016

Organization ProfileN/A

View Organization Page

1157 Adams Street 1st FloorDorchester, MA 02124

(617) 426-5646

Siviq Scores

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

Liabilities / Assets

66th percentile

0.09x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.14x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

88th percentile

$300,989

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Asset Growth

35th percentile

-2.0%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

16%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$53,774,041

Down $1,118,570 (-2.0%) from 2014

Net Assets

Down

$49,141,212

Down $718,651 (-1.4%) from 2014

Liabilities

Down

$4,632,829

Down $399,919 (-7.9%) from 2014

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin65th percentile

Revenue

Up

$32,291,375

Up $4,500,271 (+16%) from 2014

Expenses

Up

$29,046,287

Up $644,954 (+2.3%) from 2014

Net Income

Up

$3,245,088

Up $3,855,317 (+632%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2015

Assets$53,774,041
Liabilities$4,632,829
Net Assets$49,141,212
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

2015

Revenue$32,291,375
Expenses$29,046,287
Net Income$3,245,088
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Oct 14, 2016
Return Version
2014v6.0
Gross Receipts
$48,195,421
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants

To provide health benefits for eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$49,859,863$49,141,212▼ $718,651
Investments Other Securities$22,658,406$24,004,862▲ $1,346,456
Investments in Publicly Traded Securities$23,535,537$21,607,616▼ $1,927,921
Accounts Receivable$4,870,570$4,728,138▼ $142,432
Land, Buildings, and Equipment, Net$680,730$651,274▼ $29,456
Savings and Temporary Cash Investments$1,058,371$547,165▼ $511,206
Prepaid Expenses and Deferred Charges$32,540$21,711▼ $10,829
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$54,892,611$53,774,041▼ $1,118,570
Other Assets Total$2,056,457$2,213,275▲ $156,818
Liabilities
Other Liabilities$4,519,853$4,324,695▼ $195,158
Accounts Payable and Accrued Expenses$512,895$308,134▼ $204,761
Total Liabilities$5,032,748$4,632,829▼ $399,919
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,859,863$49,141,212▼ $718,651
Total Liabilities and Net Assets / Fund Balance$54,892,611$53,774,041▼ $1,118,570

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$638,574$169,086$807,660
Equipment$12,700$332,732$345,432
Other Securities$8,738,731--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert KeoghAdministratorFT$208,518$92,471$300,989

Board Members and Trustees

NameTitle
Festus JoyceTrustee
Fred CreagerTrustee
Jack DesmondTrustee
James WoolTrustee
Joseph CullenTrustee
Kevin GillTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldHealth Claims Administration401 PARK DRIVE, Boston, MA 02215$1,017,577
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,170,183
Investment Income
$4,640,365
Other Revenue
$480,827
Change in Net Assets
$3,245,088

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,127,061
Revenue Not Reported on Financial Statements
$164,314
Revenue Not Reported on Form 990
$-3,963,739
Total Revenue per Audited Statements
$28,163,322
Total Revenue per Form 990
$32,291,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$662,231
Other Expenses$654,430
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$27,729,626
Current Officers, Directors, Trustees, and Key Employees---$209,964
Other Salaries and Wages---$174,086
Pension Plan Contributions---$169,608
Fees for Service Investment Mgmnt Fees---$164,314
Other Employee Benefits---$84,864
Occupancy---$44,660
Fees for Services Other---$39,292
Depreciation Depletion---$29,455
Information Technology---$26,019
Payroll Taxes---$23,709
Insurance---$23,583
Fees for Services Accounting---$19,950
Office Expenses---$11,162
Travel---$10,551
Fees for Services Legal---$9,334
Other Expenses---$8,079
All Other Expenses---$2,700
Total Functional Expenses$0$0$0$29,046,287

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$29,077,131
Total Expenses per Audited Statements$29,077,131
Total Expenses per Form 990$29,046,287
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-30,844
Other Expense Adjustments$-195,158
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
Incurred But Not Reported Claims$4,047,051
Benefits Payable$277,644
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
Yes
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 6

“Collectively bargained multiemployer plan for members and retirees of local 17 smw”

Form 990, Part VI, Section B, Line 11

“Board of trustees has given authority to the fund administrator to review all tax documentation before filing.”

Form 990, Part VI, Section B, Line 12

“As an employee benefit plan we are subject to the conflicts of interest requirements of erisa.”

Form 990, Part VI, Section B, Line 15B

“Compensation is reviewed annually by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local Union
EIN
04-2088633
Phone
6174265646
Address
1157 ADAMS STREET 1ST FLOOR, DORCHESTER, MA 02124

Signing Officer

Name
Robert Keogh
Title
Funds Administrator
Phone
6174265646
Signed
2016-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Keogh
Formed
1950
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
43
Volunteers
0

Preparer

Firm
Manzi & Associates LLC
Address
855 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
Jeannie Mickel
Phone
9789751099
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Process has not changed from prior year.”

Form 990, Page 1, Section B

“The organization is amending this return to correct and properly report program service revenue as related or exempt function revenue that was originally incorrectly reported as unrelated business revenue.”

Financial Statement Notes

PART X, LINE 2:

“Accounting 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, 2015, 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.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Net change in benefit obligations -195,158.”

Raw XML AppendixShowing 400 of 754 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrincipalOfficerNm0ROBERT KEOGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2SASMI CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025955770
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1940256
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2274157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025955770
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1940256
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2274157
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt027373150
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03104189
IRS990/PYOtherExpensesAmt0397796
IRS990/PYOtherRevenueAmt0466612
IRS990/PYProgramServiceRevenueAmt024220303
IRS990/PYRevenuesLessExpensesAmt0-610229
IRS990/PYSalariesCompEmpBnftPaidAmt0630387
IRS990/PYTotalExpensesAmt028401333
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027791104
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03245088
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt049859863
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049141212
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01058371
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0547165
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0638574
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0169086
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0807660
IRS990ScheduleD/EquipmentGrp/BookValueAmt012700
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0332732
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0345432
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-30844
IRS990ScheduleD/ExpensesSubtotalAmt029077131
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0164314
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0164314
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3963739
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-195158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04047051
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1277644
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCURRED BUT NOT REPORTED CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFITS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07640865
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13744452
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23880814
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt38738731
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMALGAMATED LONGVIEW ULTRA
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INSTITUTIONAL SENIOR LOAN FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MESIROW MULTISTRATEGY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3DPT CORE PLUS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt0-3963739
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0164314
IRS990ScheduleD/RevenueSubtotalAmt032127061
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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, 2015, 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/SupplementalInformationDetail/ExplanationTxt1NET CHANGE IN BENEFIT OBLIGATIONS -195,158.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0651274
IRS990ScheduleD/TotalBookValueSecuritiesAmt024004862
IRS990ScheduleD/TotalExpensesPerForm990Amt029046287
IRS990ScheduleD/TotalLiabilityAmt04324695
IRS990ScheduleD/TotalRevenuePerForm990Amt032291375
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028163322
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029077131
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0208518
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt071255
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt021216
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT KEOGH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0300989
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS AND RETIREES OF LOCAL 17 SMW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW ALL TAX DOCUMENTATION BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS AN EMPLOYEE BENEFIT PLAN WE ARE SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION IS AMENDING THIS RETURN TO CORRECT AND PROPERLY REPORT PROGRAM SERVICE REVENUE AS RELATED OR EXEMPT FUNCTION REVENUE THAT WAS ORIGINALLY INCORRECTLY REPORTED AS UNRELATED BUSINESS REVENUE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 1, SECTION B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13NH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd17MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd18MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd19MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd20MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd21MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd22MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd23MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd24ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd25NH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd26MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd27MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd28MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd29MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd30MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd31MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd32MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd33MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd34MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd35MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd36MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd37MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd38RI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd39MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd40MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd41MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd42RI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd43MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd44MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd45MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd46MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd47RI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd48MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd49MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd50MA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,774,041
Liabilities
$4,632,829
Net assets
$49,141,212
Revenue
$32,291,375
Expenses
$29,046,287
Net income
$3,245,088
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
2015Detailed filing. Detailed filing data is available for this year.$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. 2015 filings • 501(c)9 • $50M-$100M nonprofits