Civic Intelligence

Sheet Metal Workers Local 33

EIN 20-6576932 • 501(c)9 • Parma, OH

View Organization Page

Profile

The plan provides reimbursement of certain medical benefit to members participating in the plan.

12515 Corporate DriveParma, OH 44130

www.smwlu33.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

42%

Higher net margin than 81% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$7,902

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

50%

Faster revenue growth than 87% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$2,184,670

Up $101,129 (+4.9%) from 2023

Liabilities

Up

$3,873

Up $486 (+14%) from 2023

Net Assets

Up

$2,180,797

Up $100,643 (+4.8%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin81st percentile

Revenue

Up

$177,075

Up $59,052 (+50%) from 2023

Expenses

Down

$101,895

Down $8,986 (-8.1%) from 2023

Net Income

Up

$75,180

Up $68,038 (+953%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,798,541Liabilities 2010: $601Net Assets 2010: $1,797,9402010Assets 2011: $1,607,463Liabilities 2011: $1,335Net Assets 2011: $1,606,1282011Assets 2012: $1,686,365Liabilities 2012: $2,713Net Assets 2012: $1,683,6522012Assets 2013: $1,905,482Liabilities 2013: $2,647Net Assets 2013: $1,902,8352013Assets 2014: $1,985,923Liabilities 2014: $2,663Net Assets 2014: $1,983,2602014Assets 2015: $2,027,693Liabilities 2015: $3,262Net Assets 2015: $2,024,4312015Assets 2016: $2,078,000Liabilities 2016: $4,132Net Assets 2016: $2,073,8682016Assets 2017: $2,079,066Liabilities 2017: $3,602Net Assets 2017: $2,075,4642017Assets 2018: $1,985,562Liabilities 2018: $3,478Net Assets 2018: $1,982,0842018Assets 2019: $2,147,537Liabilities 2019: $3,139Net Assets 2019: $2,144,3982019Assets 2020: $2,284,593Liabilities 2020: $9,134Net Assets 2020: $2,275,4592020Assets 2021: $2,292,903Liabilities 2021: $10,678Net Assets 2021: $2,282,2252021Assets 2022: $1,984,847Liabilities 2022: $969Net Assets 2022: $1,983,8782022Assets 2023: $2,083,541Liabilities 2023: $3,387Net Assets 2023: $2,080,1542023Assets 2024: $2,184,670Liabilities 2024: $3,873Net Assets 2024: $2,180,7972024

Highlighted filing

2024

Assets$2,184,670
Liabilities$3,873
Net Assets$2,180,797
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $995,264Expenses 2010: $505,003Net Income 2010: $490,2612010Expenses 2011: $481,6012011Expenses 2012: $321,7002012Revenue 2013: $812,591Expenses 2013: $599,652Net Income 2013: $212,9392013Revenue 2014: $318,949Expenses 2014: $255,686Net Income 2014: $63,2632014Revenue 2015: $333,326Expenses 2015: $245,219Net Income 2015: $88,1072015Revenue 2016: $256,386Expenses 2016: $246,210Net Income 2016: $10,1762016Revenue 2017: $203,605Expenses 2017: $282,165Net Income 2017: -$78,5602017Revenue 2018: $184,945Expenses 2018: $187,101Net Income 2018: -$2,1562018Revenue 2019: $195,111Expenses 2019: $144,950Net Income 2019: $50,1612019Revenue 2020: $131,131Expenses 2020: $108,057Net Income 2020: $23,0742020Revenue 2021: $119,601Expenses 2021: $125,298Net Income 2021: -$5,6972021Revenue 2022: $98,784Expenses 2022: $103,851Net Income 2022: -$5,0672022Revenue 2023: $118,023Expenses 2023: $110,881Net Income 2023: $7,1422023Revenue 2024: $177,075Expenses 2024: $101,895Net Income 2024: $75,1802024

Highlighted filing

2024

Revenue$177,075
Expenses$101,895
Net Income$75,180
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,184,670
Liabilities
$3,873
Net assets
$2,180,797
Revenue
$177,075
Expenses
$101,895
Net income
$75,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.18$0.10$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.12$0.11$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$0.10$0.10$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.01$2.28$0.12$0.13$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.01$2.28$0.13$0.11$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.14$0.20$0.14$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.98$0.18$0.19$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$0.20$0.28$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.07$0.26$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.02$0.33$0.25$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.98$0.32$0.26$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.90$0.81$0.60$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.68$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.48
2010Summary only. Only limited summary data is available for this year.$1.80$0.00$1.80$1.00$0.51$0.49
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$414,426
Mission and Program Overview

Mission

The plan provides reimbursement of certain medical benefit to members participating in the plan.

The plan provides reimbursement of certain medical benefits to members participating in the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,219,601$1,875,566▼ $344,035
Savings and Temporary Cash Investments$31,039$64,357▲ $33,318
Cash and Non-Interest-Bearing Accounts$29,969$32,284▲ $2,315
Accounts Receivable$11,729$12,640▲ $911
Prepaid Expenses and Deferred Charges$565$0▼ $565
Total Assets$2,292,903$1,984,847▼ $308,056
Liabilities
Accounts Payable and Accrued Expenses$10,678$969▼ $9,709
Total Liabilities$10,678$969▼ $9,709
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,282,225$1,983,878▼ $298,347
Total Net Assets Fund Balance$2,282,225$1,983,878▼ $298,347
Total Liabilities and Net Assets / Fund Balance$2,292,903$1,984,847▼ $308,056
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleBaseTotal
-Institutional Trustee$12,754$12,754

Board Members and Trustees

NameTitle
David HaasChairman
Nelson SmithTrustee
Randy GombosTrustee
Jamie BosticSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$66,066
Program Service Revenue
$0
Investment Income
$32,718
Other Revenue
$0
All Other Contributions
$66,066
Change in Net Assets
$-5,067

Audited Revenue Reconciliation

Revenue per Audited Statements
$85,666
Revenue Not Reported on Financial Statements
$13,118
Revenue Not Reported on Form 990
$-293,280
Total Revenue per Audited Statements
$-207,614
Total Revenue per Form 990
$98,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,711
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$54,140
Fees for Service Investment Mgmnt Fees---$13,118
Fees for Services Legal---$13,017
Fees for Services Accounting---$9,000
Fees for Services Management---$7,902
Insurance---$4,430
Other Expenses---$1,839
Office Expenses---$405
Total Functional Expenses$0$0$0$103,851

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$103,851
Expenses per Audited Statements$90,733
Total Expenses per Audited Statements$90,733
Expenses Not Reported on Financial Statements$13,118
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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

“Form 990 is prepared by the auditing firm. A copy is provided to all trustee members and reviewed at the board of trustee meeting.”

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

“Conflict of interest statements are completed annually by each board member and returned to the attorney's office.”

Form 990, Part VI, Section C, Line 18

“No documents are available to the public.”

Form 990, Part VI, Section C, Line 19

“No documents are made available to the public.”

Filing and Contact Details

Filer

Filer Name
Local 33 Supplemental Retiree Health
EIN
20-6576932
Phone
2162673344
Address
12515 CORPORATE DRIVE, PARMA, OH 44130

Signing Officer

Name
David Haas
Title
Chairman
Phone
2162673344
Signed
2023-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Haas
Formed
2010
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1656 HENTHORNE DR SUITE 400, MAUMEE, OH 43537
Preparer
Kristi L Leeth
Phone
4198412848
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has ruled that the plan is exempt under the provisions of section 501(c)(9) of the internal revenue code ("irc"). No federal or state income taxes have been recorded in 2022 or 2021 for unrelated business taxable income. The plan has been amended since receiving the determination letter. However, the plan administrator and the plan's tax counsel believe that the plan is designed and is currently being operated in compliance with the applicable provisions of the irc.”

Raw XML AppendixShowing 400 of 406 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/BOYAmt010678
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0969
IRS990/AccountsReceivableGrp/BOYAmt011729
IRS990/AccountsReceivableGrp/EOYAmt012640
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES REIMBURSEMENT OF CERTAIN MEDICAL BENEFITS TO MEMBERS PARTICIPATING IN THE PLAN.
IRS990/AllOtherContributionsAmt066066
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt054140
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY WEIR
IRS990/BooksInCareOfDetail/PhoneNum02162673344
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PARMA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044130
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt029969
IRS990/CashNonInterestBearingGrp/EOYAmt032284
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt054140
IRS990/CYContributionsGrantsAmt066066
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt032718
IRS990/CYOtherExpensesAmt049711
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5067
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0103851
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt098784
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE SUPPLEMENTAL MEDICAL PAYMENTS NOT COVERED UNDER HEALTH AND WELFARE PLANS TO PARTICIPATING MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt09000
IRS990/FeesForServicesLegalGrp/TotalAmt013017
IRS990/FeesForServicesManagementGrp/TotalAmt07902
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013118
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMIE BOSTIC
IRS990/Form990PartVIISectionAGrp/PersonNm1RANDY GOMBOS
IRS990/Form990PartVIISectionAGrp/PersonNm2NELSON SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID HAAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt412754
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-24300
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0291342
IRS990/GrossReceiptsAmt0414426
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt04430
IRS990/InvestmentIncomeGrp/ExclusionAmt057018
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt057018
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02219601
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01875566
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0315642
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES REIMBURSEMENT OF CERTAIN MEDICAL BENEFITS TO MEMBERS PARTICIPATING IN THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02282225
IRS990/NetAssetsOrFundBalancesEOYAmt01983878
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-24300
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-24300
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-293280
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02282225
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01983878
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0405
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEDERAL TAX - PCORI
IRS990/OtherExpensesGrp/TotalAmt01839
IRS990/OtherInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0565
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DAVID HAAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt076449
IRS990/PYContributionsGrantsAmt066321
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt053280
IRS990/PYOtherExpensesAmt048849
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-5697
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0125298
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0119601
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-5067
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031039
IRS990/SavingsAndTempCashInvstGrp/EOYAmt064357
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013118
IRS990ScheduleD/ExpensesSubtotalAmt090733
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013118
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013118
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-293280
IRS990ScheduleD/RevenueNotReportedAmt0-293280
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013118
IRS990ScheduleD/RevenueSubtotalAmt085666
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS RULED THAT THE PLAN IS EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2022 OR 2021 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE PROVISIONS OF THE IRC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0103851
IRS990ScheduleD/TotalRevenuePerForm990Amt098784
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-207614
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt090733
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE AUDITING FIRM. A COPY IS PROVIDED TO ALL TRUSTEE MEMBERS AND REVIEWED AT THE BOARD OF TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY EACH BOARD MEMBER AND RETURNED TO THE ATTORNEY'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
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 C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0431865020
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BECKER'S HEATING & AIR CONDITIONING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1DANSER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2JACOBS INDUSTRIAL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3KENT WELDING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4MURRAY SHEET METAL COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5MORRISON INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6STEERS HEATING & COOLING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7TRI-STATE ROOFING & SHEET METAL COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8UNITED CONSTRUCTION COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9EARLY CONSTRUCTION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0207 SHELDON AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1PO BOX 4098
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt24949 ESSEN LANE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt31387 CHESTERVILLE ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt43112 NORTHWESTERN PIKE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt5410 COLGATE DR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt63311 DUDLEY AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt7PO BOX 188
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt83120 NORTHWESTERN PIKE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt9307 COUNTY ROAD 120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MARIETTA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1PARKERSBURG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2BATON ROUGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3MINERAL WELLS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm4PARKERSBURG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm5MARRIETTA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm6PARKERSBURG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm7DAVISVILLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm8PARKERSBURG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm9SOUTH POINT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1WV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2LA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3WV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd4WV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd5OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd6WV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd7WV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd8WV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd9OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd045750
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd126104
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd270809
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd326150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd426104
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd545750
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd626104
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd726142
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd826104
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd945680
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0454777844
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0GOLD STANDARD HEATING AND COOLING LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1HARVEY AIR BALANCING COMPNAY OF WV LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2R&M HVAC PRO SERVICE LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3WOOD COMMERCIAL HVAC SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt01304 ERIE ST
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1PO BOX 236
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt21908 OLIVE RIDGE RD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt36609 STATE ROUTE 60
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0PARKERSBURG
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1MADISON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm2WALKER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm3LOWELL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1WV
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd2WV
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd3OH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd026101
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd125130
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd226180
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd345744
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS UNION LOCAL 33
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS LOCAL 12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt15 HOT METAL STREET STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PARMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PITTSBURGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd115203
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02292903
IRS990/TotalAssetsEOYAmt01984847
IRS990/TotalAssetsGrp/BOYAmt02292903
IRS990/TotalAssetsGrp/EOYAmt01984847
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt066066
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103851
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010678
IRS990/TotalLiabilitiesEOYAmt0969
IRS990/TotalLiabilitiesGrp/BOYAmt010678
IRS990/TotalLiabilitiesGrp/EOYAmt0969
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02282225
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01983878
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt012754
IRS990/TotalRevenueGrp/ExclusionAmt032718
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt098784
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02292903
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01984847
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
IRS990/USAddress/CityNm0PARMA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044130
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SMWLU33.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HAAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162673344
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 33 SUPPLEMENTAL RETIREE HEALTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0206576932
ReturnHeader/Filer/PhoneNum02162673344
ReturnHeader/Filer/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PARMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01656 HENTHORNE DR SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198412848
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTI L LEETH
ReturnHeader/ReturnTs02023-11-13T08:05:25-06:00

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