Civic Intelligence

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

990 • Fiscal year 2020 • EIN 16-0864434

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

Organization ProfileWWW.SMARTLOCAL71.COM

View Organization Page

24 Liberty AvenueBuffalo, NY 14215

(716) 835-8836

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$94,323

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

18%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$7,098,566

Up $1,192,361 (+20%) from 2019

Net Assets

Up

$7,070,553

Up $1,173,123 (+20%) from 2019

Liabilities

Up

$28,013

Up $19,238 (+219%) from 2019

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin72nd percentile

Revenue

Up

$5,032,721

Up $756,917 (+18%) from 2019

Expenses

Down

$4,107,429

Down $1,024,015 (-20%) from 2019

Net Income

Up

$925,292

Up $1,780,932 (+208%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2020

Assets$7,098,566
Liabilities$28,013
Net Assets$7,070,553
Open 2020 Filing

Operations Trend

Revenue Growth87th 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

2020

Revenue$5,032,721
Expenses$4,107,429
Net Income$925,292
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$6,714,397
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$5,897,430$7,070,553▲ $1,173,123
Investments in Publicly Traded Securities$4,054,522$4,309,550▲ $255,028
Savings and Temporary Cash Investments$1,338,965$1,207,792▼ $131,173
Cash and Non-Interest-Bearing Accounts$52,771$903,279▲ $850,508
Accounts Receivable$433,475$658,082▲ $224,607
Prepaid Expenses and Deferred Charges$20,392$15,504▼ $4,888
Land, Buildings, and Equipment, Net$6,080$4,359▼ $1,721
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,906,205$7,098,566▲ $1,192,361
Liabilities
Accounts Payable and Accrued Expenses$8,775$28,013▲ $19,238
Total Liabilities$8,775$28,013▲ $19,238
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,897,430$7,070,553▲ $1,173,123
Total Liabilities and Net Assets / Fund Balance$5,906,205$7,098,566▲ $1,192,361

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,359$12,427$16,786
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles HakeFunds AdministratorPT$80,196$14,127$94,323
Jeffrey MeyerTrustee-$2,409-$2,409
Michael EmilianiTrustee-$2,409-$2,409

Board Members and Trustees

NameTitle
Andrew NowakTrustee
David NiemanTrustee
Paul CristTrustee
Robert BeckTrustee
Timothy BenesTrustee
John HelakTrustee (former)
Richard WagnerTrustee (former)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,835,883
Investment Income
$171,021
Other Revenue
$25,817
Change in Net Assets
$925,292

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,012,063
Revenue Not Reported on Financial Statements
$20,658
Revenue Not Reported on Form 990
$247,831
Total Revenue per Audited Statements
$5,259,894
Total Revenue per Form 990
$5,032,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$344,958
Salaries, Compensation, and Employee Benefits$139,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,623,411
Fees for Services Other---$222,463
Current Officers, Directors, Trustees, and Key Employees---$61,763
Other Salaries and Wages---$43,520
Fees for Services Legal---$37,721
Fees for Service Investment Mgmnt Fees---$20,658
Fees for Services Accounting---$19,578
Office Expenses---$18,822
Other Employee Benefits---$12,872
Pension Plan Contributions---$12,337
Payroll Taxes---$8,568
Occupancy---$7,800
Information Technology---$4,854
Insurance---$4,281
Other Expenses---$1,966
Depreciation Depletion---$1,721
Total Functional Expenses$0$0$0$4,107,429

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,107,429
Expenses per Audited Statements$4,086,771
Total Expenses per Audited Statements$4,086,771
Expenses Not Reported on Financial Statements$20,658
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$10,000
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 35% controlled entity
No
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. The funds administrator's compensation was determined and approved by the board of trustees based on comparative compensation and is documented in a formal employment agreement. Line 15b: the funds administrator's compensation process is as explained in the response to line 15a. The trustees are not compensated.”

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 AVENUE, BUFFALO, NY 14215

Signing Officer

Name
Paul Crist
Title
Trustee
Phone
7168358836
Signed
2021-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Crist
Formed
1962
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
4
Employees
12
Volunteers
0

Preparer

Firm
Tronconi Segarra & Associates Llp
Address
8321 MAIN STREET, WILLIAMSVILLE, NY 14221
Preparer
Diane M Straka CPA
Phone
7166331373
Raw XML AppendixShowing 400 of 468 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/PayrollTaxesGrp/TotalAmt08568
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt012337
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020392
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015504
IRS990/PrincipalOfficerNm0PAUL CRIST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc3MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04447788
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1186800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2132060
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt369235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04447788
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1186800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2132060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt369235
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04723934
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0226939
IRS990/PYOtherExpensesAmt0316013
IRS990/PYOtherRevenueAmt022911
IRS990/PYProgramServiceRevenueAmt04025954
IRS990/PYRevenuesLessExpensesAmt0-855640
IRS990/PYSalariesCompEmpBnftPaidAmt091497
IRS990/PYTotalExpensesAmt05131444
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04275804
IRS990/ReconcilationRevenueExpnssAmt0925292
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05897430
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07070553
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01338965
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01207792
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04359
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012427
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016786
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt020658
IRS990ScheduleD/ExpensesSubtotalAmt04086771
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt020658
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020658
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0247831
IRS990ScheduleD/RevenueNotReportedAmt0247831
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020658
IRS990ScheduleD/RevenueSubtotalAmt05012063
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04359
IRS990ScheduleD/TotalExpensesPerForm990Amt04107429
IRS990ScheduleD/TotalRevenuePerForm990Amt05032721
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05259894
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04086771
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KATHLEEN HELAK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0WIFE OF J. HELAK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt010000
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. THE FUNDS ADMINISTRATOR'S COMPENSATION WAS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES BASED ON COMPARATIVE COMPENSATION AND IS DOCUMENTED IN A FORMAL EMPLOYMENT AGREEMENT. LINE 15B: THE FUNDS ADMINISTRATOR'S COMPENSATION PROCESS IS AS EXPLAINED IN THE RESPONSE TO LINE 15A. THE TRUSTEES ARE NOT COMPENSATED.
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/BusinessNameLine1Txt0ARCHITECTURAL SHEET METAL SPECIALTIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CENTURY ARCHITECTURAL SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CROSBY-BROWNLIE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3DYNO GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4ELMER W DAVIS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5F & S ENVIRONMENTAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6GM MECHANICAL HVAC LLC 1
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7GOERGEN-MACKWIRTH CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8GROVE ROOFING SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9J R SWANSON PLUMBING HEATING & COOLING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10JAMESON ROOFING CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11JOHN W DANFORTH COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12JOSEPH SANDERS & SONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13KALEIDA HEALTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14KALKREUTH ROOFING AND SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15LEO J ROTH CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16MERZ METAL & MACHINE SHOP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17MOLLENBERG-BETZ INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18NIAGARA CUSTOM FABRICATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19OCM CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20PIPITONE ENTERPRISES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21PROGRESSIVE ROOFING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22QUACKENBUSH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23ROSECROFT MECHANICAL & PLUMBLING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24SCHREIBER ROOFING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25SPRING SHEET METAL & ROOFING LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26SUSQUEHANNA SHEET METAL ERECTION SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27THE STATE GROUP INDUSTRIAL (USA) LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28TJV MECHANICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29ULTIMA MECHANICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30UNITED MECHANICAL CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31WEAVER METAL & ROOFING CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32WILLETT BUILDERS INC
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/BusinessNameLine1Txt2STATE UNIVERSITY OF NY BUFFALO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3BUFFALO 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05906205
IRS990/TotalAssetsEOYAmt07098566

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,098,566
Liabilities
$28,013
Net assets
$7,070,553
Revenue
$5,032,721
Expenses
$4,107,429
Net income
$925,292
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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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

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