Civic Intelligence

Sheet Metal Workers Local 98 Welfare

990 • Fiscal year 2017 • EIN 31-4397633

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 11, 2018

Organization ProfileN/A

View Organization Page

3033 Lamb RoadColumbus, OH 43219-2367

(614) 471-7892

Siviq Scores

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

Liabilities / Assets

48th percentile

0.02x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.03x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

55th percentile

5.8%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

56th percentile

8.8%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

2.8%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$13,423,151

Up $1,090,345 (+8.8%) from 2016

Net Assets

Up

$13,188,905

Up $6,422,574 (+95%) from 2016

Liabilities

Down

$234,246

Down $5,332,229 (-96%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin55th percentile

Revenue

Up

$9,005,457

Up $247,618 (+2.8%) from 2016

Expenses

Down

$8,486,191

Down $1,025,914 (-11%) from 2016

Net Income

Up

$519,266

Up $1,273,532 (+169%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$13,423,151
Liabilities$234,246
Net Assets$13,188,905
Open 2017 Filing

Operations Trend

Revenue Growth42nd 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

2017

Revenue$9,005,457
Expenses$8,486,191
Net Income$519,266
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 11, 2018
Return Version
2017v2.3
Gross Receipts
$9,005,457
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$10,255,689$11,173,551▲ $917,862
Cash and Non-Interest-Bearing Accounts$900,624$1,527,268▲ $626,644
Accounts Receivable$1,176,493$722,332▼ $454,161
Total Assets$12,332,806$13,423,151▲ $1,090,345
Liabilities
Other Liabilities$4,570,000$234,106▼ $4,335,894
Accounts Payable and Accrued Expenses$996,475$140▼ $996,335
Total Liabilities$5,566,475$234,246▼ $5,332,229
Net Assets / Fund Balance
Unrestricted Net Assets$6,766,331$13,188,905▲ $6,422,574
Total Net Assets Fund Balance$6,766,331$13,188,905▲ $6,422,574
Total Liabilities and Net Assets / Fund Balance$12,332,806$13,423,151▲ $1,090,345
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Bob BillingsTrustee
Cw ParkTrustee
Jeff RoweTrustee
Jeff RushTrustee
Rodney FrenchTrustee
Ronald WilburnTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,886,815
Investment Income
$118,642
Other Revenue
$0
Change in Net Assets
$519,266

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,976,189
Revenue Not Reported on Financial Statements
$29,268
Revenue Not Reported on Form 990
$796,308
Total Revenue per Audited Statements
$9,772,497
Total Revenue per Form 990
$9,005,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$780,196
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---$7,705,995
Fees for Services Other---$29,800
Fees for Service Investment Mgmnt Fees---$29,268
Fees for Services Legal---$27,793
Fees for Services Accounting---$19,121
Office Expenses---$6,941
Other Expenses---$5,843
Insurance---$5,829
Travel---$285
Total Functional Expenses$0$0$0$8,486,191

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,486,191
Expenses per Audited Statements$8,456,923
Total Expenses per Audited Statements$8,456,923
Expenses Not Reported on Financial Statements$29,268
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Other Funds$234,106
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, Part VI, Section B, Line 11B

“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, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“Governing docs, policies, and financial statements are all available upon request monday through friday during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 98
EIN
31-4397633
Phone
6144717892
Address
3033 LAMB ROAD, COLUMBUS, OH 43219-2367

Signing Officer

Name
Jeff Rowe
Title
Trustee
Phone
6144717892
Signed
2018-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Rowe
Formed
1954
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Gray Griffith & Mays Ac
Address
707 VIRGINIA STREETEASTSUITE 400, CHARLESTON, WV 25301-2711
Preparer
J Ryan Lindsay
Phone
3043459400
Raw XML Appendix310 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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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/ExplanationTxt2GOVERNING DOCS, POLICIES, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST MONDAY THROUGH FRIDAY DURING NORMAL BUSINESS HOURS.
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ReturnHeader/Filer/USAddress/AddressLine1Txt03033 LAMB ROAD
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0432192367
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E57395C3324CA1486EA13A71DBED943BAF93D2F9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D9CBFD79C2F1C677FD78621C14809450D65F5D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.192.238.246
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:57:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550621482
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY GRIFFITH & MAYS AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0707 VIRGINIA STREETEASTSUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0253012711
ReturnHeader/PreparerPersonGrp/PhoneNum03043459400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J RYAN LINDSAY
ReturnHeader/ReturnTs02018-10-29T08:16:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,423,151
Liabilities
$234,246
Net assets
$13,188,905
Revenue
$9,005,457
Expenses
$8,486,191
Net income
$519,266
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
2017Detailed filing. Detailed filing data is available for this year.$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