Civic Intelligence

Sheet Metal Workers Local 33 Supplemental Retiree Health Fund

990 • Fiscal year 2016 • EIN 20-6576932

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 04, 2017

Organization ProfileWWW.SMWLU33.ORG

View Organization Page

12515 Corporate DriveParma, OH 44130

(216) 267-3344

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

57th percentile

4.0%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

2.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-23%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$2,078,000

Up $50,307 (+2.5%) from 2015

Net Assets

Up

$2,073,868

Up $49,437 (+2.4%) from 2015

Liabilities

Up

$4,132

Up $870 (+27%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin57th percentile

Revenue

Down

$256,386

Down $76,940 (-23%) from 2015

Expenses

Up

$246,210

Up $991 (+0.4%) from 2015

Net Income

Down

$10,176

Down $77,931 (-88%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2016

Assets$2,078,000
Liabilities$4,132
Net Assets$2,073,868
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$256,386
Expenses$246,210
Net Income$10,176
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$534,289
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,024,431$2,073,868▲ $49,437
Investments in Publicly Traded Securities$1,668,334$1,749,685▲ $81,351
Savings and Temporary Cash Investments$167,692$177,371▲ $9,679
Cash and Non-Interest-Bearing Accounts$143,363$127,090▼ $16,273
Accounts Receivable$48,304$23,854▼ $24,450
Total Assets$2,027,693$2,078,000▲ $50,307
Liabilities
Accounts Payable and Accrued Expenses$3,262$4,132▲ $870
Total Liabilities$3,262$4,132▲ $870
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,024,431$2,073,868▲ $49,437
Total Liabilities and Net Assets / Fund Balance$2,027,693$2,078,000▲ $50,307
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Nelson SmithChairman
Jim KingTrustee
Jt ThomasTrustee
Josh TulliusSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$204,329
Program Service Revenue
$0
Investment Income
$52,057
Other Revenue
$0
All Other Contributions
$204,329
Change in Net Assets
$10,176

Audited Revenue Reconciliation

Revenue per Audited Statements
$256,386
Total Revenue per Audited Statements
$256,386
Total Revenue per Form 990
$256,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,436
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---$175,774
Fees for Services Management---$33,531
Fees for Service Investment Mgmnt Fees---$9,025
Insurance---$4,537
Fees for Services Accounting---$3,916
Fees for Services Legal---$1,628
Other Expenses---$1,326
Office Expenses---$809
Total Functional Expenses$0$0$0$246,210

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$246,210
Total Expenses per Audited Statements$246,210
Total Expenses per Form 990$246,210
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
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 18

“No documents are available to the public.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 33
EIN
20-6576932
Phone
2162673344
Address
12515 CORPORATE DRIVE, PARMA, OH 44130

Signing Officer

Name
Nelson Smith
Title
Chairman
Phone
2162673344
Signed
2017-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nelson Smith
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Tramer Shore & Zwick Cpas
Address
23775 COMMERCE PARK RD STE 1, CLEVELAND, OH 44122-5836
Preparer
Jeffery J Barber
Phone
2167658110
Raw XML Appendix261 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03262
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04132
IRS990/AccountsReceivableGrp/BOYAmt048304
IRS990/AccountsReceivableGrp/EOYAmt023854
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES REIMBURSEMENT OF CERTAIN MEDICAL BENEFIT TO MEMBERS PARTICIPATING IN THE PLAN.
IRS990/AllOtherContributionsAmt0204329
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0175774
IRS990/BooksInCareOfDetail/PersonNm0HEATHER LAWRENCE
IRS990/BooksInCareOfDetail/PhoneNum02162673344
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PARMA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044130
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0143363
IRS990/CashNonInterestBearingGrp/EOYAmt0127090
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0175774
IRS990/CYContributionsGrantsAmt0204329
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt052057
IRS990/CYOtherExpensesAmt070436
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt010176
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0246210
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0256386
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE SUPPLEMENTAL MEDICAL PAYMENTS NOT COVERED UNDER HEALTH AND WELFARE PLANS TO PARTICIPATING MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt03916
IRS990/FeesForServicesLegalGrp/TotalAmt01628
IRS990/FeesForServicesManagementGrp/TotalAmt033531
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09025
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM KING
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSH TULLIUS
IRS990/Form990PartVIISectionAGrp/PersonNm2NELSON SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm3JT THOMAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-2502
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0275401
IRS990/GrossReceiptsAmt0534289
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt04537
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt054559
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054559
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01668334
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01749685
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0277903
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PLAN PROVIDES REIMBURSEMENT OF CERTAIN MEDICAL BENEFIT TO MEMBERS PARTICIPATING IN THE PLAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02024431
IRS990/NetAssetsOrFundBalancesEOYAmt02073868
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2502
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2502
IRS990/NetUnrlzdGainsLossesInvstAmt039261
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt0809
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0FEDERAL ACA REINSURANCE
IRS990/OtherExpensesGrp/Desc1FEDERAL PCORI TAX
IRS990/OtherExpensesGrp/TotalAmt015664
IRS990/OtherExpensesGrp/TotalAmt11326
IRS990/OtherInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0NELSON SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0186539
IRS990/PYContributionsGrantsAmt0291889
IRS990/PYInvestmentIncomeAmt041437
IRS990/PYOtherExpensesAmt058680
IRS990/PYRevenuesLessExpensesAmt088107
IRS990/PYTotalExpensesAmt0245219
IRS990/PYTotalRevenueAmt0333326
IRS990/ReconcilationRevenueExpnssAmt010176
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02024431
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02073868
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167692
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0177371
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0246210
IRS990ScheduleD/RevenueSubtotalAmt0256386
IRS990ScheduleD/TotalExpensesPerForm990Amt0246210
IRS990ScheduleD/TotalRevenuePerForm990Amt0256386
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0256386
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0246210
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE AUDITING FIRM. A COPY IS PROVIDED TO ALL TRUSTEE MEMBERS AND REVIEWED AT THE BOARD OF TRUSTESS 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 AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02027693
IRS990/TotalAssetsEOYAmt02078000
IRS990/TotalAssetsGrp/BOYAmt02027693
IRS990/TotalAssetsGrp/EOYAmt02078000
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0204329
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246210
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03262
IRS990/TotalLiabilitiesEOYAmt04132
IRS990/TotalLiabilitiesGrp/BOYAmt03262
IRS990/TotalLiabilitiesGrp/EOYAmt04132
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02024431
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02073868
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt052057
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0256386
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02027693
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02078000
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03331 TEAYS VALLEY ROAD
IRS990/USAddress/CityNm0HURRICANE
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025526
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SMWLU33.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NELSON SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162673344
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 33
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUPPLEMENTAL RETIREE HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
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/FilingSecurityInformation/AtSubmissionCreationDeviceId017A3E5656A6152F9294441BA1AD0AC33B7534000
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07BB051F1AF9CF7D7EF098910BBA490C106EF6644
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341595557
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRAMER SHORE & ZWICK CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023775 COMMERCE PARK RD STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441225836
ReturnHeader/PreparerPersonGrp/PhoneNum02167658110
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY J BARBER
ReturnHeader/ReturnTs02017-10-17T09:20:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$2,078,000
Liabilities
$4,132
Net assets
$2,073,868
Revenue
$256,386
Expenses
$246,210
Net income
$10,176
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $1M-$5M nonprofits