Civic Intelligence

Sheet Metal Workers Local 98 Welfare

990 • Fiscal year 2013 • EIN 31-4397633

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileN/A

View Organization Page

3033 Lamb Road43219

(614) 471-7892

Siviq Scores

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

Liabilities / Assets

80th percentile

0.35x

Higher debt load relative to assets than 80% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

93rd percentile

0.59x

Higher debt load relative to revenue than 93% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

53rd percentile

3.4%

Higher net margin than 53% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

28th percentile

-2.1%

Faster asset growth than 28% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$12,147,064

Down $266,763 (-2.1%) from 2012

Net Assets

Up

$7,844,503

Up $249,010 (+3.3%) from 2012

Liabilities

Down

$4,302,561

Down $515,773 (-11%) from 2012

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin53rd percentile

Revenue

$7,279,605

No earlier filing loaded for comparison.

Expenses

Down

$7,030,595

Down $323,819 (-4.4%) from 2012

Net Income

$249,010

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $12,413,827Liabilities 2012: $4,818,334Net Assets 2012: $7,595,4932012Assets 2013: $12,147,064Liabilities 2013: $4,302,561Net Assets 2013: $7,844,5032013Assets 2014: $11,354,217Liabilities 2014: $4,777,041Net Assets 2014: $6,577,1762014Assets 2015: $11,318,943Liabilities 2015: $3,798,346Net Assets 2015: $7,520,5972015Assets 2016: $12,332,806Liabilities 2016: $5,566,475Net Assets 2016: $6,766,3312016Assets 2017: $13,423,151Liabilities 2017: $234,246Net Assets 2017: $13,188,9052017Assets 2018: $12,307,687Liabilities 2018: $308,262Net Assets 2018: $11,999,4252018Assets 2019: $14,400,827Liabilities 2019: $61,008Net Assets 2019: $14,339,8192019Assets 2020: $15,700,407Liabilities 2020: $40,143Net Assets 2020: $15,660,2642020Assets 2024: $18,025,465Liabilities 2024: $257,378Net Assets 2024: $17,768,0872024

Highlighted filing

2013

Assets$12,147,064
Liabilities$4,302,561
Net Assets$7,844,503
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2012: $7,354,4142012Revenue 2013: $7,279,605Expenses 2013: $7,030,595Net Income 2013: $249,0102013Revenue 2014: $6,568,207Expenses 2014: $7,835,534Net Income 2014: -$1,267,3272014Revenue 2015: $6,463,439Expenses 2015: $5,520,018Net Income 2015: $943,4212015Revenue 2016: $8,757,839Expenses 2016: $9,512,105Net Income 2016: -$754,2662016Revenue 2017: $9,005,457Expenses 2017: $8,486,191Net Income 2017: $519,2662017Revenue 2018: $8,044,650Expenses 2018: $8,940,876Net Income 2018: -$896,2262018Revenue 2019: $9,911,702Expenses 2019: $8,999,122Net Income 2019: $912,5802019Revenue 2020: $10,246,367Expenses 2020: $10,150,539Net Income 2020: $95,8282020Revenue 2024: $16,509,909Expenses 2024: $12,036,160Net Income 2024: $4,473,7492024

Highlighted filing

2013

Revenue$7,279,605
Expenses$7,030,595
Net Income$249,010
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$13,164,324
Mission and Program Overview

Mission

Provide medical, dental, vision, medications, life insurance, & disability benefits to union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,156,514$11,125,702▼ $30,812
Accounts Receivable$652,289$600,994▼ $51,295
Cash and Non-Interest-Bearing Accounts$569,082$387,450▼ $181,632
Land, Buildings, and Equipment, Net$34,694$31,671▼ $3,023
Prepaid Expenses and Deferred Charges$1,248$1,247▼ $1
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$12,413,827$12,147,064▼ $266,763
Other Assets Total-$0-
Liabilities
Other Liabilities$4,060,000$3,630,000▼ $430,000
Accounts Payable and Accrued Expenses$758,334$672,561▼ $85,773
Total Liabilities$4,818,334$4,302,561▼ $515,773
Net Assets / Fund Balance
Unrestricted Net Assets$7,588,032$7,837,414▲ $249,382
Permanently Rstr Net Assets$7,461$7,089▼ $372
Total Net Assets Fund Balance$7,595,493$7,844,503▲ $249,010
Total Liabilities and Net Assets / Fund Balance$12,413,827$12,147,064▼ $266,763

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$31,671$163,260$194,931
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Bob BillingsTrustee
CW ParkTrustee
Greg YoakTrustee
Jeff RoweTrustee
Jeff RushTrustee
Ronald BelfordTrustee
Scott HammondTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,698,213
Investment Income
$581,392
Other Revenue
$0
Change in Net Assets
$249,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$702,693
Salaries, Compensation, and Employee Benefits$105,067
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$6,222,835--$6,222,835
Other Salaries and Wages-$44,682-$44,682
Fees for Services Legal-$35,490-$35,490
Pension Plan Contributions-$33,762-$33,762
Fees for Service Investment Mgmnt Fees-$29,707-$29,707
Fees for Services Accounting-$15,600-$15,600
Office Expenses-$14,439-$14,439
Other Employee Benefits-$13,403-$13,403
Payroll Taxes-$13,220-$13,220
All Other Expenses-$11,648-$11,648
Travel-$7,539-$7,539
Insurance-$5,779-$5,779
Other Expenses-$5,246-$5,246
Depreciation Depletion-$3,023-$3,023
Total Functional Expenses$6,222,835$807,760$0$7,030,595
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$3,630,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Line 11B: Form 990 Review Process

“When the 990 is complete the auditor delivers it to the administrator who reviews it and sends it to the Board for review. Any questions the Board may have are answered at that time and the 990 is then filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Trustees on a yearly basis are required to fill out and sign a questionnaire received from the fund office.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation is based on collective bargain agreement. It is reviewed on a yearly basis and approved by the Board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing docs, policies, and financial statements are all available upon request Monday to Friday during normal business hours.”

Filing and Contact Details

Filer

EIN
31-4397633
Phone
6144717892

Signing Officer

Name
Kim A Wood
Title
CPA
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
3

Preparer

Preparer
Michael A Frush
Phone
6144457217
Raw XML Appendix380 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/PYTotalRevenueAmt07303374
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0249010
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt031671
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0163260
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0194931
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03630000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt031671
IRS990ScheduleD/TotalLiabilityAmt03630000
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0When the 990 is complete the auditor delivers it to the administrator who reviews it and sends it to the Board for review. Any questions the Board may have are answered at that time and the 990 is then filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustees on a yearly basis are required to fill out and sign a questionnaire received from the fund office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is based on collective bargain agreement. It is reviewed on a yearly basis and approved by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing docs, policies, and financial statements are all available upon request Monday to Friday during normal business hours.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012413827
IRS990/TotalAssetsEOYAmt012147064
IRS990/TotalAssetsGrp/BOYAmt012413827
IRS990/TotalAssetsGrp/EOYAmt012147064
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0807760
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06222835
IRS990/TotalFunctionalExpensesGrp/TotalAmt07030595
IRS990/TotalGrossUBIAmt0581392
IRS990/TotalLiabilitiesBOYAmt04818334
IRS990/TotalLiabilitiesEOYAmt04302561
IRS990/TotalLiabilitiesGrp/BOYAmt04818334
IRS990/TotalLiabilitiesGrp/EOYAmt04302561
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07595493
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07844503
IRS990/TotalProgramServiceExpensesAmt06222835
IRS990/TotalProgramServiceRevenueAmt06698213
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06698213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07279605
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0581392
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012413827
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012147064
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt07539
IRS990/TravelGrp/TotalAmt07539
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07588032
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07837414
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim A Wood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10Sheet Metal Workers Local 98 Welfare
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0314397633
ReturnHeader/Filer/PhoneNum06144717892
ReturnHeader/Filer/USAddress/AddressLine103033 Lamb Road
ReturnHeader/Filer/USAddress/City0Columbus
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FRUSH & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10699 S FRONT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0432061013
ReturnHeader/PreparerPersonGrp/PhoneNum06144457217
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael A Frush
ReturnHeader/ReturnTs02014-11-17T20:32:38-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,147,064
Liabilities
$4,302,561
Net assets
$7,844,503
Revenue
$7,279,605
Expenses
$7,030,595
Net income
$249,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.26$17.8$16.5$12.0$4.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.04$15.7$10.2$10.2$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.06$14.3$9.91$9.00$0.91
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.31$12.0$8.04$8.94$0.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.23$13.2$9.01$8.49$0.52
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$5.57$6.77$8.76$9.51$0.75
2015Detailed filing. Detailed filing data is available for this year.$11.3$3.80$7.52$6.46$5.52$0.94
2014Detailed filing. Detailed filing data is available for this year.$11.4$4.78$6.58$6.57$7.84$1.27
2013Detailed filing. Detailed filing data is available for this year.$12.1$4.30$7.84$7.28$7.03$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$4.82$7.60$7.35
Peer Organizations

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