Civic Intelligence

Sheet Metal Workers Local Union No 71 and Industry Welfare Trust Fund

990 • Fiscal year 2016 • EIN 16-0864434

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization ProfileWWW.Smartlocal71.com

View Organization Page

24 Liberty AveBuffalo, NY 14215

(716) 835-8836

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

58th percentile

5.5%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$2,687

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

52nd percentile

3.6%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

32%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$7,270,616

Up $252,243 (+3.6%) from 2015

Net Assets

Up

$7,261,976

Up $332,589 (+4.8%) from 2015

Liabilities

Down

$8,640

Down $80,346 (-90%) from 2015

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin58th percentile

Revenue

Up

$4,503,002

Up $1,099,885 (+32%) from 2015

Expenses

Up

$4,254,294

Up $1,282,447 (+43%) from 2015

Net Income

Down

$248,708

Down $182,562 (-42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$10M$5.0M$0Assets 2010: $6,455,003Liabilities 2010: $17,952Net Assets 2010: $6,437,0512010Assets 2011: $7,192,266Liabilities 2011: $52,293Net Assets 2011: $7,139,9732011Assets 2012: $7,009,762Liabilities 2012: $16,535Net Assets 2012: $6,993,2272012Assets 2013: $6,420,370Liabilities 2013: $6,466Net Assets 2013: $6,413,9042013Assets 2014: $6,712,710Liabilities 2014: $53,683Net Assets 2014: $6,659,0272014Assets 2015: $7,018,373Liabilities 2015: $88,986Net Assets 2015: $6,929,3872015Assets 2016: $7,270,616Liabilities 2016: $8,640Net Assets 2016: $7,261,9762016Assets 2017: $6,801,707Liabilities 2017: $28,226Net Assets 2017: $6,773,4812017Assets 2018: $6,459,884Liabilities 2018: $21,772Net Assets 2018: $6,438,1122018Assets 2019: $5,906,205Liabilities 2019: $8,775Net Assets 2019: $5,897,4302019Assets 2020: $7,098,566Liabilities 2020: $28,013Net Assets 2020: $7,070,5532020Assets 2021: $7,587,498Liabilities 2021: $28,136Net Assets 2021: $7,559,3622021Assets 2022: $7,400,880Liabilities 2022: $264,059Net Assets 2022: $7,136,8212022Assets 2023: $7,758,491Liabilities 2023: $231,576Net Assets 2023: $7,526,9152023Assets 2024: $8,300,301Liabilities 2024: $267,313Net Assets 2024: $8,032,9882024

Highlighted filing

2016

Assets$7,270,616
Liabilities$8,640
Net Assets$7,261,976
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,297,8622010Expenses 2011: $2,702,1582011Expenses 2012: $3,357,1892012Revenue 2013: $2,647,410Expenses 2013: $3,038,291Net Income 2013: -$390,8812013Revenue 2014: $3,065,868Expenses 2014: $2,966,449Net Income 2014: $99,4192014Revenue 2015: $3,403,117Expenses 2015: $2,971,847Net Income 2015: $431,2702015Revenue 2016: $4,503,002Expenses 2016: $4,254,294Net Income 2016: $248,7082016Revenue 2017: $3,906,663Expenses 2017: $4,548,023Net Income 2017: -$641,3602017Revenue 2018: $4,189,083Expenses 2018: $4,342,672Net Income 2018: -$153,5892018Revenue 2019: $4,275,804Expenses 2019: $5,131,444Net Income 2019: -$855,6402019Revenue 2020: $5,032,721Expenses 2020: $4,107,429Net Income 2020: $925,2922020Revenue 2021: $5,528,607Expenses 2021: $5,053,642Net Income 2021: $474,9652021Revenue 2022: $5,953,886Expenses 2022: $5,621,609Net Income 2022: $332,2772022Revenue 2023: $6,391,836Expenses 2023: $6,226,082Net Income 2023: $165,7542023Revenue 2024: $8,782,057Expenses 2024: $8,387,310Net Income 2024: $394,7472024

Highlighted filing

2016

Revenue$4,503,002
Expenses$4,254,294
Net Income$248,708
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$7,155,546
Mission and Program Overview

Mission

To provide medical and other benefits to eligible participants of the fund.

To provide medical and other benefits to eligible participants of the fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,929,387$7,261,976▲ $332,589
Savings and Temporary Cash Investments$294,220$5,256,757▲ $4,962,537
Cash and Non-Interest-Bearing Accounts$921,941$1,303,366▲ $381,425
Accounts Receivable$601,201$495,348▼ $105,853
Investments in Publicly Traded Securities$5,177,771$205,106▼ $4,972,665
Prepaid Expenses and Deferred Charges$21,115$8,931▼ $12,184
Land, Buildings, and Equipment, Net$2,125$1,108▼ $1,017
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,018,373$7,270,616▲ $252,243
Liabilities
Accounts Payable and Accrued Expenses$88,986$8,640▼ $80,346
Total Liabilities$88,986$8,640▼ $80,346
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,929,387$7,261,976▲ $332,589
Total Liabilities and Net Assets / Fund Balance$7,018,373$7,270,616▲ $252,243

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,108$7,071$8,179
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
Kenneth JablonskiTrustee$2,687$2,687
Michael EmilianiTrustee$2,687$2,687

Board Members and Trustees

NameTitle
Andrew NowakTrustee
Jeffrey MertzTrustee
John HelakTrustee
Joseph Huefner FormerTrustee
Paul CristTrustee
Richard WagnerTrustee
Robert BeckTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,355,474
Investment Income
$140,046
Other Revenue
$7,482
Change in Net Assets
$248,708

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,478,216
Revenue Not Reported on Financial Statements
$24,786
Revenue Not Reported on Form 990
$83,881
Total Revenue per Audited Statements
$4,562,097
Total Revenue per Form 990
$4,503,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$382,999
Salaries, Compensation, and Employee Benefits$101,298
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,769,997
Fees for Services Other---$229,962
Other Salaries and Wages---$77,811
Fees for Service Investment Mgmnt Fees---$24,786
Fees for Services Accounting---$22,235
Conferences and Meetings---$22,107
Office Expenses---$16,777
Fees for Services Legal---$14,733
Insurance---$8,758
Pension Plan Contributions---$7,571
Occupancy---$7,000
Other Employee Benefits---$5,377
Current Officers, Directors, Trustees, and Key Employees---$5,374
Payroll Taxes---$5,165
Information Technology---$2,710
Other Expenses---$1,899
Depreciation Depletion---$1,017
Total Functional Expenses$0$0$0$4,254,294

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,254,294
Expenses per Audited Statements$4,229,508
Total Expenses per Audited Statements$4,229,508
Expenses Not Reported on Financial Statements$24,786
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kathleen HelakWife of J. HelakConsulting ServicesNo$28,000
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
Yes
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, Section B, line 11B

“The principal trustee along with one of the employer trustees reviews and signs Form 990”

Form 990, Part VI, Section B, line 12C

“Sheet Metal Workers Local No 71 Welfare Trust Fund has a conflict of interest policy in which board members are required to disclose any conflicts of interest. In addition, the board members will annually sign a statement affirming receipt and understanding of the policy as well as an agreement to comply with the policy”

Form 990, Part VI, Section B, line 15

“LINE 15A: THE FUND'S ACTIVITIES ARE MANAGED BY THE BOARD OF TRUSTEES. THE TRUSTEE POSITION ITSELF IS AN UNPAID POSITION, HOWEVER, THE TRUSTEES ARE REIMBURSED FOR LOST WAGES while conducting official Fund business. LINE 15B: THE FUND'S ACTIVITIES ARE MANAGED BY THE BOARD OF TRUSTEES. THE TOP MANAGEMENT OFFICIAL IS A TRUSTEE WHO IS NOT COMPENSATED, THEREFORE, THERE IS NO COMPENSATION POLICY”

Form 990, Part VI, Section C, line 19

“The Fund does not make its governing documents, policies or financial statements available to the public. They are provided to participants of the fund upon request”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local No 71
EIN
16-0864434
Phone
7168358836
Address
24 Liberty Ave, Buffalo, NY 14215

Signing Officer

Name
John Helak
Title
trustee
Phone
7168358836
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Helak
Formed
1962
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
5
Employees
20
Volunteers
0

Preparer

Firm
Tronconi Segarra & Associates LLP
Address
8321 Main Street, Williamsville, NY 14221
Preparer
Diane M Straka CPA
Phone
7166331373
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the United States of America require Fund management to evaluate tax positions taken by the Fund and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Fund Administrator has analyzed the tax positions taken by the Fund, and has concluded that as of December 31, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.”

Raw XML AppendixShowing 400 of 456 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/BOYAmt088986
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08640
IRS990/AccountsReceivableGrp/BOYAmt0601201
IRS990/AccountsReceivableGrp/EOYAmt0495348
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide medical and other benefits to eligible participants of the fund
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt03769997
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0John Helak
IRS990/BooksInCareOfDetail/PhoneNum07168358836
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt024 Liberty Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Buffalo
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014215
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0921941
IRS990/CashNonInterestBearingGrp/EOYAmt01303366
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05374
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt022107
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03769997
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0140046
IRS990/CYOtherExpensesAmt0382999
IRS990/CYOtherRevenueAmt07482
IRS990/CYProgramServiceRevenueAmt04355474
IRS990/CYRevenuesLessExpensesAmt0248708
IRS990/CYSalariesCompEmpBnftPaidAmt0101298
IRS990/CYTotalExpensesAmt04254294
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04503002
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01017
IRS990/Desc0The fund provided health insurance, life insurance, prescription drug benefits, disability, health expense reimbursements and supplemental unemployment benefits to eligible participants of the fund.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt022235
IRS990/FeesForServicesLegalGrp/TotalAmt014733
IRS990/FeesForServicesOtherGrp/TotalAmt0229962
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt024786
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
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/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/PersonNm0Richard Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael Emiliani
IRS990/Form990PartVIISectionAGrp/PersonNm2Paul Crist
IRS990/Form990PartVIISectionAGrp/PersonNm3Kenneth Jablonski
IRS990/Form990PartVIISectionAGrp/PersonNm4John Helak
IRS990/Form990PartVIISectionAGrp/PersonNm5Joseph Huefner Former
IRS990/Form990PartVIISectionAGrp/PersonNm6Jeffrey Mertz
IRS990/Form990PartVIISectionAGrp/PersonNm7Robert Beck
IRS990/Form990PartVIISectionAGrp/PersonNm8Andrew Nowak
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12687
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32687
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1203
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02651341
IRS990/GrossReceiptsAmt07155546
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02710
IRS990/InsuranceGrp/TotalAmt08758
IRS990/InvestmentIncomeGrp/ExclusionAmt0141249
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0141249
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05177771
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0205106
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07071
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02125
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01108
IRS990/LandBldgEquipCostOrOtherBssAmt08179
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02652544
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide medical and other benefits to eligible participants of the fund
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06929387
IRS990/NetAssetsOrFundBalancesEOYAmt07261976
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1203
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1203
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt083881
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt07000
IRS990/OfficeExpensesGrp/TotalAmt016777
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05377
IRS990/OtherExpensesGrp/Desc0Transitionl Reins Fee-A
IRS990/OtherExpensesGrp/Desc1Sundry
IRS990/OtherExpensesGrp/Desc2PCORI Fee-ACA
IRS990/OtherExpensesGrp/TotalAmt024084
IRS990/OtherExpensesGrp/TotalAmt16931
IRS990/OtherExpensesGrp/TotalAmt21899
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Sundry
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07482
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07482
IRS990/OtherRevenueTotalAmt07482
IRS990/OtherSalariesAndWagesGrp/TotalAmt077811
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt05165
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt07571
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021115
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08931
IRS990/PrincipalOfficerNm0John Helak
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Stop Loss Refunds
IRS990/ProgramServiceRevenueGrp/Desc2Prescription Rebates
IRS990/ProgramServiceRevenueGrp/Desc3Member Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03752260
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1503725
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt277000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt322489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03752260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1503725
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt277000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt322489
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02675065
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0211981
IRS990/PYOtherExpensesAmt0221842
IRS990/PYOtherRevenueAmt02546
IRS990/PYProgramServiceRevenueAmt03188590
IRS990/PYRevenuesLessExpensesAmt0431270
IRS990/PYSalariesCompEmpBnftPaidAmt074940
IRS990/PYTotalExpensesAmt02971847
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03403117
IRS990/ReconcilationRevenueExpnssAmt0248708
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06929387
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07261976
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0294220
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05256757
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01108
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07071
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08179
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt024786
IRS990ScheduleD/ExpensesSubtotalAmt04229508
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt024786
IRS990ScheduleD/InvestmentExpensesNotIncldAmt024786
IRS990ScheduleD/NetUnrealizedGainsInvstAmt083881
IRS990ScheduleD/RevenueNotReportedAmt083881
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt024786
IRS990ScheduleD/RevenueSubtotalAmt04478216
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Fund management to evaluate tax positions taken by the Fund and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Fund Administrator has analyzed the tax positions taken by the Fund, and has concluded that as of December 31, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01108
IRS990ScheduleD/TotalExpensesPerForm990Amt04254294
IRS990ScheduleD/TotalRevenuePerForm990Amt04503002
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04562097
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04229508
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Kathleen Helak
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Wife of J. Helak
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt028000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Consulting Services
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The principal trustee along with one of the employer trustees reviews and signs Form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sheet Metal Workers Local No 71 Welfare Trust Fund has a conflict of interest policy in which board members are required to disclose any conflicts of interest. In addition, the board members will annually sign a statement affirming receipt and understanding of the policy as well as an agreement to comply with the policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 15A: THE FUND'S ACTIVITIES ARE MANAGED BY THE BOARD OF TRUSTEES. THE TRUSTEE POSITION ITSELF IS AN UNPAID POSITION, HOWEVER, THE TRUSTEES ARE REIMBURSED FOR LOST WAGES while conducting official Fund business. LINE 15B: THE FUND'S ACTIVITIES ARE MANAGED BY THE BOARD OF TRUSTEES. THE TOP MANAGEMENT OFFICIAL IS A TRUSTEE WHO IS NOT COMPENSATED, THEREFORE, THERE IS NO COMPENSATION POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Fund does not make its governing documents, policies or financial statements available to the public. They are provided to participants of the fund upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0A D & M Testing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Century Architectural Sheet Metal
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Crosby-Brownlie Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3Cudney & Co LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Custom Sheet Metal & Fabrication
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Dan Thompson Roofing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6Elmer W Davis Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7Emcor Services Betlem
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8F & S Environmental Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9Goergen-Mackwirth Co Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10Grove Roofing Services Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11J R Swanson Plumbing Heating & Cooling
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12Jameson Roofing Co Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13John W Danforth Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14Joseph Sanders & Sons Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15Leo J Roth Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16Lovejoy Metals Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17Merz Metal & Machine Shop
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18Niagara Custom Fabrication
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19OCM Construction Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20Progressive Roofing Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21Quackenbush
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22Rand & Jones Enterprises Co Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23Susquehanna Sheet Metal Erection Service
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24The State Group Industrial (USA) LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25United Mechanical Contracting
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26Weaver Metal & Roofing Co Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27State University of NY Buffalo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Sheet Metal Workers Local Union No 71 Pension Plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Sheet Metal Workers Local Union No 71 Annuity Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Buffalo Board of Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0166051585
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1161592883
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Pension
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Annuity
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt024 Liberty Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt124 Liberty Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Buffalo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Buffalo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014215
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114215
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07018373
IRS990/TotalAssetsEOYAmt07270616
IRS990/TotalAssetsGrp/BOYAmt07018373
IRS990/TotalAssetsGrp/EOYAmt07270616
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/TotalAmt04254294
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt088986
IRS990/TotalLiabilitiesEOYAmt08640
IRS990/TotalLiabilitiesGrp/BOYAmt088986
IRS990/TotalLiabilitiesGrp/EOYAmt08640
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06929387
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07261976
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04355474

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,270,616
Liabilities
$8,640
Net assets
$7,261,976
Revenue
$4,503,002
Expenses
$4,254,294
Net income
$248,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.30$0.27$8.03$8.78$8.39$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.76$0.23$7.53$6.39$6.23$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.26$7.14$5.95$5.62$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.59$0.03$7.56$5.53$5.05$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.10$0.03$7.07$5.03$4.11$0.93
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.01$5.90$4.28$5.13$0.86
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.02$6.44$4.19$4.34$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$0.03$6.77$3.91$4.55$0.64
2016Detailed filing. Detailed filing data is available for this year.$7.27$0.01$7.26$4.50$4.25$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.02$0.09$6.93$3.40$2.97$0.43
2014Detailed filing. Detailed filing data is available for this year.$6.71$0.05$6.66$3.07$2.97$0.10
2013Detailed filing. Detailed filing data is available for this year.$6.42$0.01$6.41$2.65$3.04$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.01$0.02$6.99$3.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.19$0.05$7.14$2.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.46$0.02$6.44$2.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $5M-$10M nonprofits