Civic Intelligence

Sheet Metal Workers Local No 33 Fringe Benefits Fund Inc

990 • Fiscal year 2016 • EIN 34-1398805

May 01, 2015 to Apr 30, 2016 • Filed on Jan 31, 2017

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

98th percentile

0.90x

Higher debt load relative to assets than 98% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

19.89x

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

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-22%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-12%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$4,668,719

Up $646,604 (+16%) from 2015

Net Assets

Down

$456,778

Down $54,669 (-11%) from 2015

Liabilities

Up

$4,211,941

Up $701,273 (+20%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin5th percentile

Revenue

Down

$211,746

Down $27,994 (-12%) from 2015

Expenses

Down

$259,156

Down $1,218 (-0.5%) from 2015

Net Income

Down

-$47,410

Down $26,776 (-130%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2016

Assets$4,668,719
Liabilities$4,211,941
Net Assets$456,778
Open 2016 Filing

Operations Trend

Revenue Growth11th 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

2016

Revenue$211,746
Expenses$259,156
Net Income-$47,410
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Jan 31, 2017
Return Version
2015v3.0
Gross Receipts
$211,746
Mission and Program Overview

Mission

Providing administrative services to union benefit funds

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,594,733$4,272,859▲ $678,126
Savings and Temporary Cash Investments$393,263$387,648▼ $5,615
Accounts Receivable$23,124$3,922▼ $19,202
Land, Buildings, and Equipment, Net$10,945$3,686▼ $7,259
Prepaid Expenses and Deferred Charges$50$604▲ $554
Total Assets$4,022,115$4,668,719▲ $646,604
Liabilities
Accounts Payable and Accrued Expenses$3,510,668$4,211,941▲ $701,273
Total Liabilities$3,510,668$4,211,941▲ $701,273
Net Assets / Fund Balance
Unrestricted Net Assets$511,447$456,778▼ $54,669
Total Net Assets Fund Balance$511,447$456,778▼ $54,669
Total Liabilities and Net Assets / Fund Balance$4,022,115$4,668,719▲ $646,604

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,686$78,874$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
$211,064
Investment Income
$682
Other Revenue
$0
Change in Net Assets
$-47,410

Audited Revenue Reconciliation

Revenue per Audited Statements
$211,746
Total Revenue per Audited Statements
$211,746
Total Revenue per Form 990
$211,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,156
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$94,559--$94,559
Fees for Services Accounting$92,957--$92,957
Fees for Services Legal$26,533--$26,533
Office Expenses$5,191--$5,191
Other Expenses$1,200--$1,200
Insurance$239--$239
Total Functional Expenses$259,156$0$0$259,156

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$266,415
Expenses per Audited Statements$259,156
Total Expenses per Form 990$259,156
Expenses Not Reported on Form 990$7,259
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, Tr
Phone
2163916318
Signed
2017-01-31

Organization Details

Principal Officer
Michael Coleman
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 -7,259 total -7,259”

Financial Statement Notes

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

“Book / tax depreciation difference 7,259”

Raw XML Appendix351 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
IRS990/Form990PartVIISectionAGrp/TitleTxt5MGMT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6MGMT 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE -7,259 TOTAL -7,259
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SMW LOCAL 33 ANNUITY PLAN
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt112515 CORPORATE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt212515 CORPORATE DRIVE
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/TotalAssetsBOYAmt04022115
IRS990/TotalAssetsEOYAmt04668719
IRS990/TotalAssetsGrp/BOYAmt04022115
IRS990/TotalAssetsGrp/EOYAmt04668719
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0259156
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259156
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03510668
IRS990/TotalLiabilitiesEOYAmt04211941
IRS990/TotalLiabilitiesGrp/BOYAmt03510668
IRS990/TotalLiabilitiesGrp/EOYAmt04211941
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0511447
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0456778
IRS990/TotalProgramServiceExpensesAmt0259156
IRS990/TotalProgramServiceRevenueAmt0211064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0211746
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211746
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04022115
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04668719
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0511447
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0456778
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
IRS990/USAddress/CityNm0PARMA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044130
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SMWLU33.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN, TR
ReturnHeader/BusinessOfficerGrp/PhoneNum02163916318
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
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/PreparationDt02017-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY J BARBER
ReturnHeader/ReturnTs02017-02-14T10:26:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,668,719
Liabilities
$4,211,941
Net assets
$456,778
Revenue
$211,746
Expenses
$259,156
Net income
-$47,410
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
2016Detailed filing. Detailed filing data is available for this year.$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