Civic Intelligence

Sheet Metal Workers Local 224

EIN 31-0597272 • 501(c)9 • Dayton, OH

Profile

Provided medical and prescription health benefits to eligible participants, dependents, and retirees not yet eligible for medicare

6650 Poe AvenueDayton, OH 45414

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

11th percentile

-100%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,165,274 (-100%) from 2014

Liabilities

Down

$0

Down $389,522 (-100%) from 2014

Net Assets

Down

$0

Down $2,775,752 (-100%) from 2014

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $3,443,254 (-100%) from 2014

Expenses

Down

$506,959

Down $4,002,524 (-89%) from 2014

Net Income

Up

-$506,959

Up $559,270 (+52%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,165,274Liabilities 2014: $389,522Net Assets 2014: $2,775,7522014Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $3,443,254Expenses 2014: $4,509,483Net Income 2014: -$1,066,2292014Revenue 2016: $0Expenses 2016: $506,959Net Income 2016: -$506,9592016

Highlighted filing

2016

Revenue$0
Expenses$506,959
Net Income-$506,959
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$506,959
Net income
-$506,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.51$0.51
2014Detailed filing. Detailed filing data is available for this year.$3.17$0.39$2.78$3.44$4.51$1.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Sep 30, 2016
Signed
Feb 6, 2017
Return Version
2016v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

Provided medical and prescription health benefits to eligible participants, dependents, and retirees not yet eligible for medicare

Provision of medical and prescription health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,915,493$0▼ $1,915,493
Cash and Non-Interest-Bearing Accounts$1,640,195$0▼ $1,640,195
Accounts Receivable$277,978$0▼ $277,978
Prepaid Expenses and Deferred Charges$11,550$0▼ $11,550
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,929,723$0▼ $1,929,723
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$14,230$0▼ $14,230
Total Liabilities$14,230$0▼ $14,230
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,915,493$0▼ $1,915,493
Total Liabilities and Net Assets / Fund Balance$1,929,723$0▼ $1,929,723
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Gaile J KanakTrustee - Labor
Michael E TiptonTrustee - Labor
Michael W TiptonTrustee - Labor
Richard T PerdueTrustee - Labor
Doug MayseTrustee - Management
Kathy KerberTrustee - Management
Robert PopeTrustee - Management
William BuddeTrustee - Management
Gina EnglemanAdministrative Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-506,959

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,696
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---$456,263
Fees for Services Accounting---$17,675
Fees for Services Legal---$2,730
All Other Expenses---$1,512
Office Expenses---$785
Other Expenses---$72
Total Functional Expenses$0$0$0$506,959

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$506,959
Total Expenses per Audited Statements$506,959
Total Expenses per Form 990$506,959
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11B

“The administrative manager reviews the form 990 and then provides it to the trustees to review prior to its filing.”

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

“The trustees are required to comply with the requirements of the employee retirement income security act of 1974 (erisa), as well as the internal revenue code (irc) and the regulations adopted pursuant to both erisa and irc, with respect to non-exempt prohibited transactions. A member of the plan's legal counsel attends each meeting of the trustees and monitors on an "as needed" basis for any activity that could give rise to potential conflicts of interest.”

Form 990, Part VI, Section B, line 15

“The trustees evaluate and adjust the compensaton of the administrative manager and other fund office personnel utilizing local market knowledge and evaluation of job performance.”

Form 990, Part VI, Section C, line 19

“The plan will provide the form 990 upon written request. Governing documents are not provided to the public.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 224
EIN
31-0597272
Phone
9372745881
Address
6650 POE AVENUE, DAYTON, OH 45414

Signing Officer

Name
Gina Engleman
Title
Administrative Manager
Phone
9372745881
Signed
2017-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina Engleman
Formed
1956
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
10100 Innovation Drive, Dayton, OH 45342
Preparer
Stephanie R Knox CPA
Phone
9372260070
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Plan assets transferred to indiana council of roofers on 09/02/2016 -1,408,534.”

Form 990, Part XII, Line 2C:

“The board of trustees is charged with oversight of the independent audit. This process is consistent with the prior year.”

Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - LABOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE - LABOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - LABOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - LABOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8ADMINISTRATIVE MANAGER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ADMINISTRATIVE MANAGER REVIEWS THE FORM 990 AND THEN PROVIDES IT TO THE TRUSTEES TO REVIEW PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ARE REQUIRED TO COMPLY WITH THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS WELL AS THE INTERNAL REVENUE CODE (IRC) AND THE REGULATIONS ADOPTED PURSUANT TO BOTH ERISA AND IRC, WITH RESPECT TO NON-EXEMPT PROHIBITED TRANSACTIONS. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ANY ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES EVALUATE AND ADJUST THE COMPENSATON OF THE ADMINISTRATIVE MANAGER AND OTHER FUND OFFICE PERSONNEL UTILIZING LOCAL MARKET KNOWLEDGE AND EVALUATION OF JOB PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN WILL PROVIDE THE FORM 990 UPON WRITTEN REQUEST. GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PLAN ASSETS TRANSFERRED TO INDIANA COUNCIL OF ROOFERS ON 09/02/2016 -1,408,534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES IS CHARGED WITH OVERSIGHT OF THE INDEPENDENT AUDIT. THIS PROCESS IS CONSISTENT WITH THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 224 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS LOCAL 24 GCA HEALTH & INSURANCE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310669269
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1311340094
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1WELFARE PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06650 POE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt16650 POE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DAYTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DAYTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045414
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd145414
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt01929723
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01929723
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0506959
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014230
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt014230
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01915493
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01929723
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06650 POE AVENUE
IRS990/USAddress/CityNm0DAYTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045414
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA ENGLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09372745881
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 224
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0310597272
ReturnHeader/Filer/PhoneNum09372745881
ReturnHeader/Filer/USAddress/AddressLine1Txt06650 POE AVENUE
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045414
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08A3A0E8E7AE34A68D932BC32263E07EF4879A8E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.142.191.122
ReturnHeader/FilingSecurityInformation/IPDt02017-02-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:04:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 Innovation Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372260070
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie R Knox CPA
ReturnHeader/ReturnTs02017-02-13T10:13:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02016

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