Civic Intelligence

Sheet Metal Workers Local 98 Welfare

990 • Fiscal year 2016 • EIN 31-4397633

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A

View Organization Page

3033 Lamb RoadColumbus, OH 43219

(614) 471-7892

Siviq Scores

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

Liabilities / Assets

85th percentile

0.45x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.64x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

19th percentile

-8.6%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

69th percentile

9.0%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

35%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$12,332,806

Up $1,013,863 (+9.0%) from 2015

Net Assets

Down

$6,766,331

Down $754,266 (-10%) from 2015

Liabilities

Up

$5,566,475

Up $1,768,129 (+47%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin19th percentile

Revenue

Up

$8,757,839

Up $2,294,400 (+35%) from 2015

Expenses

Up

$9,512,105

Up $3,992,087 (+72%) from 2015

Net Income

Down

-$754,266

Down $1,697,687 (-180%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2016

Assets$12,332,806
Liabilities$5,566,475
Net Assets$6,766,331
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

2016

Revenue$8,757,839
Expenses$9,512,105
Net Income-$754,266
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$8,757,839
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$9,718,282$10,255,689▲ $537,407
Accounts Receivable$534,013$1,176,493▲ $642,480
Cash and Non-Interest-Bearing Accounts$1,066,648$900,624▼ $166,024
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,318,943$12,332,806▲ $1,013,863
Other Assets Total-$0-
Liabilities
Other Liabilities$3,210,000$4,570,000▲ $1,360,000
Accounts Payable and Accrued Expenses$588,346$996,475▲ $408,129
Total Liabilities$3,798,346$5,566,475▲ $1,768,129
Net Assets / Fund Balance
Unrestricted Net Assets$7,516,693$6,762,427▼ $754,266
Permanently Rstr Net Assets$3,904$3,904→ $0
Total Net Assets Fund Balance$7,520,597$6,766,331▼ $754,266
Total Liabilities and Net Assets / Fund Balance$11,318,943$12,332,806▲ $1,013,863

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$-1$-1
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,222,556
Investment Income
$535,283
Other Revenue
$0
Change in Net Assets
$-754,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$663,513
Salaries, Compensation, and Employee Benefits$3,120
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$8,845,472--$8,845,472
Fees for Services Other-$46,326-$46,326
Fees for Service Investment Mgmnt Fees-$24,516-$24,516
Fees for Services Legal-$23,388-$23,388
Fees for Services Accounting-$17,431-$17,431
Insurance-$5,808-$5,808
Office Expenses-$4,504-$4,504
Payroll Taxes-$3,120-$3,120
Travel-$1,307-$1,307
Other Expenses-$891-$891
All Other Expenses-$642-$642
Total Functional Expenses$8,845,472$666,633$0$9,512,105
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 Liabilities$4,570,000
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

Filer Name
Sheet Metal Workers Local 98 Welfare
EIN
31-4397633
Phone
6144717892
Address
3033 Lamb Road, Columbus, OH 43219

Signing Officer

Name
Kim A Wood
Title
Administrator
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Frush & Associates
Address
699 S FRONT ST, COLUMBUS, OH 43206-1013
Preparer
Michael A Frush
Phone
6144457217
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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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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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt012332806
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0666633
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08845472
IRS990/TotalFunctionalExpensesGrp/TotalAmt09512105
IRS990/TotalGrossUBIAmt0535283
IRS990/TotalLiabilitiesBOYAmt03798346
IRS990/TotalLiabilitiesEOYAmt05566475
IRS990/TotalLiabilitiesGrp/BOYAmt03798346
IRS990/TotalLiabilitiesGrp/EOYAmt05566475
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07520597
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06766331
IRS990/TotalProgramServiceExpensesAmt08894918
IRS990/TotalProgramServiceRevenueAmt08222556
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08222556
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08757839
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0535283
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011318943
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012332806
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt01307
IRS990/TravelGrp/TotalAmt01307
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07516693
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06762427
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim A Wood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrator
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sheet Metal Workers Local 98 Welfare
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0314397633
ReturnHeader/Filer/PhoneNum06144717892
ReturnHeader/Filer/USAddress/AddressLine1Txt03033 Lamb Road
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRUSH & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0699 S FRONT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432061013
ReturnHeader/PreparerPersonGrp/PhoneNum06144457217
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael A Frush
ReturnHeader/ReturnTs02017-11-15T14:37:46-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,332,806
Liabilities
$5,566,475
Net assets
$6,766,331
Revenue
$8,757,839
Expenses
$9,512,105
Net income
-$754,266
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
2016Detailed filing. Detailed filing data is available for this year.$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