Civic Intelligence

Sheet Metal Workers' Local Union No 17

EIN 22-2562168 • 501(c)3 • Dorchester, MA

Profile

NONE

1181 Adams StreetDorchester, MA 02124-5710

n/A

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

48th percentile

4.6%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

27%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$13,240,470

Up $701,903 (+5.6%) from 2023

Liabilities

Up

$135,074

Up $14,499 (+12%) from 2023

Net Assets

Up

$13,105,396

Up $687,404 (+5.5%) from 2023

Operations
Liabilities / Revenue14th percentileNet Margin80th percentile

Revenue

Down

$4,003,405

Down $1,029,489 (-20%) from 2023

Expenses

Up

$3,836,987

Up $269,601 (+7.6%) from 2023

Net Income

Down

$166,418

Down $1,299,090 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$15M$10M$5.0M$0Assets 2012: $6,987,892Liabilities 2012: $1,378Net Assets 2012: $6,986,5142012Assets 2013: $8,161,516Liabilities 2013: $1,600Net Assets 2013: $8,159,9162013Assets 2014: $9,021,572Liabilities 2014: $1,611Net Assets 2014: $9,019,9612014Assets 2015: $9,334,942Liabilities 2015: $14Net Assets 2015: $9,334,9282015Assets 2016: $9,761,173Liabilities 2016: $0Net Assets 2016: $9,761,1732016Assets 2017: $9,816,573Liabilities 2017: $0Net Assets 2017: $9,816,5732017Assets 2018: $10,016,833Liabilities 2018: $0Net Assets 2018: $10,016,8332018Assets 2019: $10,457,990Liabilities 2019: $121,123Net Assets 2019: $10,336,8672019Assets 2020: $11,183,381Liabilities 2020: $368,666Net Assets 2020: $10,814,7152020Assets 2021: $12,621,332Liabilities 2021: $360,542Net Assets 2021: $12,260,7902021Assets 2022: $11,992,078Liabilities 2022: $402,368Net Assets 2022: $11,589,7102022Assets 2023: $12,538,567Liabilities 2023: $120,575Net Assets 2023: $12,417,9922023Assets 2024: $13,240,470Liabilities 2024: $135,074Net Assets 2024: $13,105,3962024

Highlighted filing

2024

Assets$13,240,470
Liabilities$135,074
Net Assets$13,105,396
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $2,256,680Expenses 2012: $1,712,722Net Income 2012: $543,9582012Revenue 2013: $2,796,052Expenses 2013: $1,719,986Net Income 2013: $1,076,0662013Revenue 2014: $2,460,256Expenses 2014: $1,907,381Net Income 2014: $552,8752014Revenue 2015: $2,561,241Expenses 2015: $2,105,443Net Income 2015: $455,7982015Revenue 2016: $2,571,696Expenses 2016: $2,385,320Net Income 2016: $186,3762016Revenue 2017: $2,339,697Expenses 2017: $2,558,562Net Income 2017: -$218,8652017Revenue 2018: $2,743,547Expenses 2018: $2,797,479Net Income 2018: -$53,9322018Revenue 2019: $3,182,920Expenses 2019: $3,168,767Net Income 2019: $14,1532019Revenue 2020: $3,015,740Expenses 2020: $2,829,978Net Income 2020: $185,7622020Revenue 2021: $3,559,386Expenses 2021: $2,876,295Net Income 2021: $683,0912021Revenue 2022: $3,955,612Expenses 2022: $3,407,701Net Income 2022: $547,9112022Revenue 2023: $5,032,894Expenses 2023: $3,567,386Net Income 2023: $1,465,5082023Revenue 2024: $4,003,405Expenses 2024: $3,836,987Net Income 2024: $166,4182024

Highlighted filing

2024

Revenue$4,003,405
Expenses$3,836,987
Net Income$166,418
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
$13,240,470
Liabilities
$135,074
Net assets
$13,105,396
Revenue
$4,003,405
Expenses
$3,836,987
Net income
$166,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.14$13.1$4.00$3.84$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.12$12.4$5.03$3.57$1.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.40$11.6$3.96$3.41$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.36$12.3$3.56$2.88$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.37$10.8$3.02$2.83$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.12$10.3$3.18$3.17$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.00$10.0$2.74$2.80$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.82$0.00$9.82$2.34$2.56$0.22
2016Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$2.57$2.39$0.19
2015Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$2.56$2.11$0.46
2014Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$2.46$1.91$0.55
2013Summary only. Only limited summary data is available for this year.$8.16$0.00$8.16$2.80$1.72$1.08
2012Summary only. Only limited summary data is available for this year.$6.99$0.00$6.99$2.26$1.71$0.54
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$3,176,472
Mission and Program Overview

Mission

NONE

To educate apprentices to become duly qualified journeymen in the sheet metal industry and to upgrade journeymen skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,334,928$9,761,173▲ $426,245
Investments Other Securities$6,448,827$7,225,254▲ $776,427
Land, Buildings, and Equipment, Net$1,676,700$1,498,807▼ $177,893
Savings and Temporary Cash Investments$831,940$526,665▼ $305,275
Investments in Publicly Traded Securities$334,192$431,379▲ $97,187
Cash and Non-Interest-Bearing Accounts$37,053$71,530▲ $34,477
Inventories for Sale or Use$6,230$7,538▲ $1,308
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,334,942$9,761,173▲ $426,231
Liabilities
Other Liabilities$14$0▼ $14
Total Liabilities$14$0▼ $14
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,334,928$9,761,173▲ $426,245
Total Liabilities and Net Assets / Fund Balance$9,334,942$9,761,173▲ $426,231

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$809,081$1,906,954$2,716,035
Equipment$212,512$635,567$848,079
Land$442,554-$442,554
Other Land Buildings$34,660$32,234$66,894
Other Securities$597,061--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry RyanInstructorFT$112,749$90,724$203,473
Daniel FlynnInstructorFT$112,930$89,791$202,721
John HealyAdministratorFT$161,791$98,613$161,791

Board Members and Trustees

NameTitle
Brian JoyceTrustee
Jeffrey ChaseTrustee
John MartinTrustee
Kevin R GillTrustee
Richard KeoghTrustee
Robert ButlerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$18,628
Program Service Revenue
$2,414,296
Investment Income
$133,733
Other Revenue
$5,039
Change in Net Assets
$186,376

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,571,696
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$245,278
Total Revenue per Audited Statements
$2,816,974
Total Revenue per Form 990
$2,571,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,674,086
Other Expenses$711,234
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$920,024$301,649-$1,221,673
Other Employee Benefits$200,950$199,298-$400,248
Depreciation Depletion$199,838$4,492-$204,330
All Other Expenses$86,067$42,035-$128,102
Payroll Taxes$29,949$22,216-$52,165
Other Expenses$45,514--$45,514
Insurance$34,187$2,978-$37,165
Office Expenses-$27,741-$27,741
Fees for Services Accounting-$23,149-$23,149
Conferences and Meetings-$4,460-$4,460
Fees for Service Investment Mgmnt Fees-$4,354-$4,354
Advertising-$75-$75
Total Functional Expenses$1,752,873$632,447$0$2,385,320

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,390,729
Expenses per Audited Statements$2,385,320
Total Expenses per Form 990$2,385,320
Expenses Not Reported on Form 990$5,409
Expenses Not Reported on Financial Statements$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
Lobbying 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
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 11

“The 990 will be provided to the training coordinator for review before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy and financial statements avaliable to the public.”

Form 990, Part VII

“Robert butler - smw local #17, 1157 adams street, dorchester, ma 02124. Jeffrey chase - cox engineering co., 35 indust'l dr., canton, ma 02021. Kevin r. Gill - mccusker-gill co., 75 indust'l pk. Rd., hingham, ma 02043. Brian joyce - harrington bros., 1043 turnpike st., stoughton, ma 02072. Daniel flynn - smw local #17, 1157 adams street, dorchester, ma 02124. Barry ryan - smw local #17, 1157 adams street, dorchester, ma 02124. Richard keogh - smw local #17, 1157 adams street, dorchester, ma 02124. John martin - smw local #17, 1157 adams street, dorchester, ma 02124. John healy - 1181 adams street, dorchester, ma 02124.”

Filing and Contact Details

Filer

Filer Name
SHEET METAL WORKERS' LOCAL UNION NO 17
EIN
22-2562168
Phone
6172980850
Address
1181 ADAMS STREET, DORCHESTER, MA 02124-5710

Signing Officer

Name
John Healy
Title
Administrator
Phone
6172980850
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Healy
Formed
1985
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
0
Employees
17
Volunteers
0

Preparer

Firm
Darmody Merlino & Co Llp
Address
75 FEDERAL STREET, BOSTON, MA 02110
Preparer
A Dennis Barbo
Phone
6174267300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust fund is organized under internal revenue code section 501(c)(3) and is exempt from income taxes. The fund is subject to a tax on income from any unrelated business. The fund has adopted the recognition requirements for uncertain income tax positions, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The fund has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The fund believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the funds financial condition, results of operations or cash flows. The funds form 990, return of organization exempt from income tax, for the past three years are subject to routine audits by the internal revenue service. However, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost related to sale of inventory included on from 990, part i, line 12b”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost related to sale of inventory included on from 990, part i, line 12b”

Raw XML AppendixShowing 400 of 465 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE APPRENTICES TO BECOME DULY QUALIFIED JOURNEYMEN IN THE SHEET METAL INDUSTRY AND TO UPGRADE JOURNEYMEN SKILLS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt075
IRS990/AdvertisingGrp/TotalAmt075
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt042035
IRS990/AllOtherExpensesGrp/ProgramServicesAmt086067
IRS990/AllOtherExpensesGrp/TotalAmt0128102
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0JOHN HEALY
IRS990/BooksInCareOfDetail/PhoneNum06172980850
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01181 DORCHESTER STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DORCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0021245710
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt037053
IRS990/CashNonInterestBearingGrp/EOYAmt071530
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04460
IRS990/ConferencesMeetingsGrp/TotalAmt04460
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt05409
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt018628
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0133733
IRS990/CYOtherExpensesAmt0711234
IRS990/CYOtherRevenueAmt05039
IRS990/CYProgramServiceRevenueAmt02414296
IRS990/CYRevenuesLessExpensesAmt0186376
IRS990/CYSalariesCompEmpBnftPaidAmt01674086
IRS990/CYTotalExpensesAmt02385320
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02571696
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04492
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0199838
IRS990/DepreciationDepletionGrp/TotalAmt0204330
IRS990/Desc0THE EDUCATION OF APPROXIMATELY 170 APPRENTICES TO BECOME QUALIFIED JOURNEYMEN IN THE SHEET METAL INDUSTRY AND TO UPGRADE JOURNEYMEN SKILLS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01752873
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023149
IRS990/FeesForServicesAccountingGrp/TotalAmt023149
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04354
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04354
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt698613
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt789791
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt890724
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN R GILL
IRS990/Form990PartVIISectionAGrp/PersonNm3BRIAN JOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD KEOGH
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN HEALY
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm8BARRY RYAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6161791
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/TitleTxt6ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8INSTRUCTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-3869
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt018628
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0595498
IRS990/GrossReceiptsAmt03176472
IRS990/GrossSalesOfInventoryAmt07916
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02978
IRS990/InsuranceGrp/ProgramServicesAmt034187
IRS990/InsuranceGrp/TotalAmt037165
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06230
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07538
IRS990/InvestmentIncomeGrp/ExclusionAmt0137602
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0137602
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06448827
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07225254
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0334192
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0431379
IRS990/IRPDocumentCnt0261
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02574755
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01676700
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01498807
IRS990/LandBldgEquipCostOrOtherBssAmt04073562
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0599367
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09334928
IRS990/NetAssetsOrFundBalancesEOYAmt09761173
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3869
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3869
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02507
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02507
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0239869
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027741
IRS990/OfficeExpensesGrp/TotalAmt027741
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0199298
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0200950
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0400248
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1JOURNEYPERSON SUBSIDY B
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES - OTH
IRS990/OtherExpensesGrp/Desc3BUILDING REPAIRS & MAIN
IRS990/OtherExpensesGrp/ProgramServicesAmt0109299
IRS990/OtherExpensesGrp/ProgramServicesAmt174357
IRS990/OtherExpensesGrp/ProgramServicesAmt252688
IRS990/OtherExpensesGrp/ProgramServicesAmt345514
IRS990/OtherExpensesGrp/TotalAmt0109299
IRS990/OtherExpensesGrp/TotalAmt174357
IRS990/OtherExpensesGrp/TotalAmt252688
IRS990/OtherExpensesGrp/TotalAmt345514
IRS990/OtherLiabilitiesGrp/BOYAmt014
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherOrganizationDsc0TAX-EXEMPT TRUST
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02532
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02532
IRS990/OtherRevenueTotalAmt02532
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0301649
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0920024
IRS990/OtherSalariesAndWagesGrp/TotalAmt01221673
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022216
IRS990/PayrollTaxesGrp/ProgramServicesAmt029949
IRS990/PayrollTaxesGrp/TotalAmt052165
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN HEALY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02414296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02414296
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt019862
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0123250
IRS990/PYOtherExpensesAmt0722925
IRS990/PYOtherRevenueAmt011061
IRS990/PYProgramServiceRevenueAmt02407068
IRS990/PYRevenuesLessExpensesAmt0455798
IRS990/PYSalariesCompEmpBnftPaidAmt01382518
IRS990/PYTotalExpensesAmt02105443
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02561241
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0186376
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02419335
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09334928
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09761173
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0831940
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0526665
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0809081
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01906954
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02716035
IRS990ScheduleD/EquipmentGrp/BookValueAmt0212512
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0635567
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0848079
IRS990ScheduleD/ExpensesNotReportedAmt05409
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02385320
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0442554
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0442554
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0239869
IRS990ScheduleD/OtherExpensesIncludedAmt05409
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt034660
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt032234
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066894
IRS990ScheduleD/OtherRevenueAmt05409
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01482339
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11698204
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23447650
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3597061
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUND - VANGUARD TOTAL BOND MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUND - VANGUARD TOTAL STOCK MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MUTUAL FUND - BAIRD SHORT TERM BOND FUND INST CLASS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MUTUAL FUND - VANGUARD DEVELOPED MARKETS INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt0245278
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02571696
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUND IS ORGANIZED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS EXEMPT FROM INCOME TAXES. THE FUND IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE FUND HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FUND HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FUND BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FUNDS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. THE FUNDS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE PAST THREE YEARS ARE SUBJECT TO ROUTINE AUDITS BY THE INTERNAL REVENUE SERVICE. HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST RELATED TO SALE OF INVENTORY INCLUDED ON FROM 990, PART I, LINE 12B
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST RELATED TO SALE OF INVENTORY INCLUDED ON FROM 990, PART I, LINE 12B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01498807
IRS990ScheduleD/TotalBookValueSecuritiesAmt07225254
IRS990ScheduleD/TotalExpensesPerForm990Amt02385320
IRS990ScheduleD/TotalRevenuePerForm990Amt02571696
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02816974
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02390729
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLICATION GENERAL CIRCULATION NEWSPAPER (BOSTON GLOBE) SERVING ALL RACIAL SEGMENTS OF THE COMMUNITY AND FLYER SENT TO EMPLOYEES, SCHOOLS IN THE AREA, THIRD WORLD, NAACP, AND OTHER COMMUNITY ORGANIZATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0161791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN HEALY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0161791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 WILL BE PROVIDED TO THE TRAINING COORDINATOR FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVALIABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROBERT BUTLER - SMW LOCAL #17, 1157 ADAMS STREET, DORCHESTER, MA 02124. JEFFREY CHASE - COX ENGINEERING CO., 35 INDUST'L DR., CANTON, MA 02021. KEVIN R. GILL - MCCUSKER-GILL CO., 75 INDUST'L PK. RD., HINGHAM, MA 02043. BRIAN JOYCE - HARRINGTON BROS., 1043 TURNPIKE ST., STOUGHTON, MA 02072. DANIEL FLYNN - SMW LOCAL #17, 1157 ADAMS STREET, DORCHESTER, MA 02124. BARRY RYAN - SMW LOCAL #17, 1157 ADAMS STREET, DORCHESTER, MA 02124. RICHARD KEOGH - SMW LOCAL #17, 1157 ADAMS STREET, DORCHESTER, MA 02124. JOHN MARTIN - SMW LOCAL #17, 1157 ADAMS STREET, DORCHESTER, MA 02124. JOHN HEALY - 1181 ADAMS STREET, DORCHESTER, MA 02124.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09334942
IRS990/TotalAssetsEOYAmt09761173
IRS990/TotalAssetsGrp/BOYAmt09334942
IRS990/TotalAssetsGrp/EOYAmt09761173
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt018628

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