Civic Intelligence

Sheet Metal Workers Local No 33 Fringe Benefits Fund Inc

990 • Fiscal year 2015 • EIN 34-1398805

May 01, 2014 to Apr 30, 2015 • Filed on Mar 03, 2016

Organization ProfileWWW.SMWLU33.ORG
12515 Corporate DriveParma, OH 44130

(216) 267-3344

Siviq Scores

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

Liabilities / Assets

97th percentile

0.87x

Higher debt load relative to assets than 97% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

14.64x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Net Margin

12th percentile

-8.6%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Asset Growth

69th percentile

10.0%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-14%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$4,022,115

Up $365,628 (+10.0%) from 2014

Net Assets

Down

$511,447

Down $27,890 (-5.2%) from 2014

Liabilities

Up

$3,510,668

Up $393,518 (+13%) from 2014

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin12th percentile

Revenue

Down

$239,740

Down $37,659 (-14%) from 2014

Expenses

Up

$260,374

Up $75,816 (+41%) from 2014

Net Income

Down

-$20,634

Down $113,475 (-122%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,425,396Liabilities 2012: $4,924,328Net Assets 2012: $501,0682012Assets 2013: $5,165,928Liabilities 2013: $4,717,441Net Assets 2013: $448,4872013Assets 2014: $3,656,487Liabilities 2014: $3,117,150Net Assets 2014: $539,3372014Assets 2015: $4,022,115Liabilities 2015: $3,510,668Net Assets 2015: $511,4472015Assets 2016: $4,668,719Liabilities 2016: $4,211,941Net Assets 2016: $456,7782016Assets 2017: $4,388,747Liabilities 2017: $3,878,188Net Assets 2017: $510,5592017Assets 2018: $5,159,637Liabilities 2018: $4,628,552Net Assets 2018: $531,0852018Assets 2019: $5,340,826Liabilities 2019: $4,787,248Net Assets 2019: $553,5782019Assets 2020: $4,938,975Liabilities 2020: $4,429,136Net Assets 2020: $509,8392020Assets 2021: $5,905,826Liabilities 2021: $5,456,177Net Assets 2021: $449,6492021Assets 2022: $7,182,168Liabilities 2022: $6,719,025Net Assets 2022: $463,1432022Assets 2025: $7,035,471Liabilities 2025: $6,669,956Net Assets 2025: $365,5152025

Highlighted filing

2015

Assets$4,022,115
Liabilities$3,510,668
Net Assets$511,447
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KExpenses 2012: $237,8182012Expenses 2013: $227,8802013Revenue 2014: $277,399Expenses 2014: $184,558Net Income 2014: $92,8412014Revenue 2015: $239,740Expenses 2015: $260,374Net Income 2015: -$20,6342015Revenue 2016: $211,746Expenses 2016: $259,156Net Income 2016: -$47,4102016Revenue 2017: $253,978Expenses 2017: $196,511Net Income 2017: $57,4672017Revenue 2018: $177,681Expenses 2018: $157,155Net Income 2018: $20,5262018Revenue 2019: $173,015Expenses 2019: $150,522Net Income 2019: $22,4932019Revenue 2020: $146,796Expenses 2020: $190,535Net Income 2020: -$43,7392020Revenue 2021: $166,120Expenses 2021: $226,310Net Income 2021: -$60,1902021Revenue 2022: $188,990Expenses 2022: $175,496Net Income 2022: $13,4942022Revenue 2025: $150,814Expenses 2025: $144,989Net Income 2025: $5,8252025

Highlighted filing

2015

Revenue$239,740
Expenses$260,374
Net Income-$20,634
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Mar 3, 2016
Return Version
2014v6.0
Gross Receipts
$239,740
Mission and Program Overview

Mission

Providing administrative services to union benefit funds

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,173,755$3,594,733▲ $420,978
Savings and Temporary Cash Investments$388,432$393,263▲ $4,831
Accounts Receivable$75,748$23,124▼ $52,624
Land, Buildings, and Equipment, Net$18,201$10,945▼ $7,256
Prepaid Expenses and Deferred Charges$351$50▼ $301
Total Assets$3,656,487$4,022,115▲ $365,628
Liabilities
Accounts Payable and Accrued Expenses$3,117,150$3,510,668▲ $393,518
Total Liabilities$3,117,150$3,510,668▲ $393,518
Net Assets / Fund Balance
Unrestricted Net Assets$539,337$511,447▼ $27,890
Total Net Assets Fund Balance$539,337$511,447▼ $27,890
Total Liabilities and Net Assets / Fund Balance$3,656,487$4,022,115▲ $365,628

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,945$71,615$82,560
Compensation and Service Providers
Top Officer Pay16th percentile

Board Members and Trustees

NameTitle
Michael ColemanChairman, Tr
Aaron HallMgmt Trustee
Don C SkalaMgmt Trustee
John Sickle JrMgmt Trustee
Tom WiantLabor Trust
Jerry DurieuxLabor Truste
Tom E MartinSEC'TY/TREAS
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$239,021
Investment Income
$719
Other Revenue
$0
Change in Net Assets
$-20,634

Audited Revenue Reconciliation

Revenue per Audited Statements
$239,740
Total Revenue per Audited Statements
$239,740
Total Revenue per Form 990
$239,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$260,374
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
Fees for Services Management$92,744--$92,744
Fees for Services Accounting$55,832--$55,832
Fees for Services Legal$39,774--$39,774
Other Expenses$12,886--$12,886
Office Expenses$7,036--$7,036
Insurance$301--$301
Total Functional Expenses$260,374$0$0$260,374

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$267,630
Expenses per Audited Statements$260,374
Total Expenses per Form 990$260,374
Expenses Not Reported on Form 990$7,256
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
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
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, Page 6, Part VI, Line 11B

“The tax returns are reviewed by all trustees in a regular scheduled board meeting with their accountant and attorney present. At times, it may require that the return be circulated by email with all concerns brought to the chair before return is finalized.”

Form 990, Page 6, Part VI, Line 12C

“During the first trustees meeting of the year, the disclosure statement is distributed to the members to read and sign the disclosure statement. All questions and concerns are discussed at this meeting.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local No 33
EIN
34-1398805
Phone
2162673344
Address
12515 CORPORATE DRIVE, PARMA, OH 44130

Signing Officer

Name
Michael Coleman
Title
Chairman Trustee
Phone
2162673344
Signed
2016-03-03

Organization Details

Formed
1983
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Tramer Shore & Zwick Cpas
Address
23775 COMMERCE PARK RD STE 1, CLEVELAND, OH 44122-5836
Preparer
Jeffery J Barber
Phone
2167658110
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Book / tax depreciation difference -7,256”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Book / tax depreciation difference 7,256”

Raw XML Appendix343 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/TitleTxt0CHAIRMAN, TR
IRS990/Form990PartVIISectionAGrp/TitleTxt1LABOR TRUST
IRS990/Form990PartVIISectionAGrp/TitleTxt2LABOR TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SEC'TY/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt4MGMT TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURNS ARE REVIEWED BY ALL TRUSTEES IN A REGULAR SCHEDULED BOARD MEETING WITH THEIR ACCOUNTANT AND ATTORNEY PRESENT. AT TIMES, IT MAY REQUIRE THAT THE RETURN BE CIRCULATED BY EMAIL WITH ALL CONCERNS BROUGHT TO THE CHAIR BEFORE RETURN IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING THE FIRST TRUSTEES MEETING OF THE YEAR, THE DISCLOSURE STATEMENT IS DISTRIBUTED TO THE MEMBERS TO READ AND SIGN THE DISCLOSURE STATEMENT. ALL QUESTIONS AND CONCERNS ARE DISCUSSED AT THIS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SMW LOCAL 33 ANNUITY PLAN
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PARMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PARMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PARMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd144130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd244130
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03656487
IRS990/TotalAssetsEOYAmt04022115
IRS990/TotalAssetsGrp/BOYAmt03656487
IRS990/TotalAssetsGrp/EOYAmt04022115
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0260374
IRS990/TotalFunctionalExpensesGrp/TotalAmt0260374
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03117150
IRS990/TotalLiabilitiesEOYAmt03510668
IRS990/TotalLiabilitiesGrp/BOYAmt03117150
IRS990/TotalLiabilitiesGrp/EOYAmt03510668
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0539337
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0511447
IRS990/TotalProgramServiceExpensesAmt0260374
IRS990/TotalProgramServiceRevenueAmt0239021
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0239740
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239740
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03656487
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04022115
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0539337
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0511447
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SMWLU33.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02162673344
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL NO 33
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FRINGE BENEFITS FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0341398805
ReturnHeader/Filer/PhoneNum02162673344
ReturnHeader/Filer/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PARMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341595557
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRAMER SHORE & ZWICK CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023775 COMMERCE PARK RD STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441225836
ReturnHeader/PreparerPersonGrp/PhoneNum02167658110
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY J BARBER
ReturnHeader/ReturnTs02016-03-04T16:22:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,022,115
Liabilities
$3,510,668
Net assets
$511,447
Revenue
$239,740
Expenses
$260,374
Net income
-$20,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.04$6.67$0.37$0.15$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$6.72$0.46$0.19$0.18$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$5.46$0.45$0.17$0.23$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$4.43$0.51$0.15$0.19$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$4.79$0.55$0.17$0.15$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$4.63$0.53$0.18$0.16$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$3.88$0.51$0.25$0.20$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$4.21$0.46$0.21$0.26$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.02$3.51$0.51$0.24$0.26$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.66$3.12$0.54$0.28$0.18$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$4.72$0.45$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.43$4.92$0.50$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)5 • $1M-$5M nonprofits