Civic Intelligence

Sheet Metal Workers Local 98 Welfare

990 • Fiscal year 2021 • EIN 31-4397633

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 15, 2022

Organization ProfileN/A

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3033 Lamb AvenueColumbus, OH 43219-2367

(304) 525-0331

Siviq Scores

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

Liabilities / Assets

47th percentile

0.01x

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

48th percentile

0.02x

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

21st percentile

-4.4%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

25th percentile

-1.6%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-1.4%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$15,445,033

Down $255,374 (-1.6%) from 2020

Net Assets

Down

$15,263,852

Down $396,412 (-2.5%) from 2020

Liabilities

Up

$181,181

Up $141,038 (+351%) from 2020

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin21st percentile

Revenue

Down

$10,105,118

Down $141,249 (-1.4%) from 2020

Expenses

Up

$10,544,953

Up $394,414 (+3.9%) from 2020

Net Income

Down

-$439,835

Down $535,663 (-559%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th 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 2021: $15,445,033Liabilities 2021: $181,181Net Assets 2021: $15,263,8522021Assets 2024: $18,025,465Liabilities 2024: $257,378Net Assets 2024: $17,768,0872024

Highlighted filing

2021

Assets$15,445,033
Liabilities$181,181
Net Assets$15,263,852
Open 2021 Filing

Operations Trend

Revenue Growth36th 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 2021: $10,105,118Expenses 2021: $10,544,953Net Income 2021: -$439,8352021Revenue 2024: $16,509,909Expenses 2024: $12,036,160Net Income 2024: $4,473,7492024

Highlighted filing

2021

Revenue$10,105,118
Expenses$10,544,953
Net Income-$439,835
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 15, 2022
Return Version
2021v4.2
Gross Receipts
$11,389,273
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$13,799,026$13,708,871▼ $90,155
Accounts Receivable$1,376,506$903,210▼ $473,296
Cash and Non-Interest-Bearing Accounts$524,875$832,952▲ $308,077
Total Assets$15,700,407$15,445,033▼ $255,374
Liabilities
Accounts Payable and Accrued Expenses$40,143$181,181▲ $141,038
Total Liabilities$40,143$181,181▲ $141,038
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,660,264$15,263,852▼ $396,412
Total Net Assets Fund Balance$15,660,264$15,263,852▼ $396,412
Total Liabilities and Net Assets / Fund Balance$15,700,407$15,445,033▼ $255,374
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Rodney FrenchChairman
Bob BillingsTrustee
Clinton UhrigTrustee
Cw ParkTrustee
Jeff HundleyTrustee
Jeff RoweTrustee
Kevin MirlisenaTrustee
Ronald WilburnSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,440,713
Investment Income
$664,405
Other Revenue
$0
Change in Net Assets
$-439,835

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,079,631
Revenue Not Reported on Financial Statements
$25,487
Revenue Not Reported on Form 990
$43,423
Total Revenue per Audited Statements
$10,123,054
Total Revenue per Form 990
$10,105,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$909,133
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---$9,635,820
Fees for Services Legal---$65,593
Fees for Service Investment Mgmnt Fees---$25,487
Fees for Services Accounting---$24,173
Other Expenses---$20,173
Insurance---$13,326
Fees for Services Other---$4,633
Office Expenses---$4,066
Travel---$550
Total Functional Expenses$0$0$0$10,544,953

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,544,953
Expenses per Audited Statements$10,519,466
Total Expenses per Audited Statements$10,519,466
Expenses Not Reported on Financial Statements$25,487
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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 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 documents, 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
3045250331
Address
3033 LAMB AVENUE, COLUMBUS, OH 43219-2367

Signing Officer

Name
Jeff Rowe
Title
Trustee
Phone
3045250331
Signed
2022-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Rowe
Formed
1954
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Gray Griffith & Mays Ac
Address
707 VIRGINIA STREETEASTSUITE 400, CHARLESTON, WV 25301-2711
Preparer
J Ryan Lindsay
Phone
3043459400
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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/ExplanationTxt2GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST MONDAY THROUGH FRIDAY DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,445,033
Liabilities
$181,181
Net assets
$15,263,852
Revenue
$10,105,118
Expenses
$10,544,953
Net income
-$439,835
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
2021Detailed filing. Detailed filing data is available for this year.$15.4$0.18$15.3$10.1$10.5$0.44
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