Civic Intelligence

Sheet Metal Workers Local No 33

990EZ • Fiscal year 2016 • EIN 34-1777202

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 02, 2017

Organization ProfileN/A
27430 Cross Roads ParkwayRossford, OH 43460

(419) 873-9971

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

85th percentile

23%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-41%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$139,970

Up $15,395 (+12%) from 2015

Net Assets

Up

$139,970

Up $15,395 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin85th percentile

Revenue

Down

$68,092

Down $47,580 (-41%) from 2015

Expenses

Down

$52,697

Down $22,040 (-29%) from 2015

Net Income

Down

$15,395

Down $25,540 (-62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$300K$200K$100K$0Assets 2014: $83,640Liabilities 2014: $0Net Assets 2014: $83,6402014Assets 2015: $124,575Liabilities 2015: $0Net Assets 2015: $124,5752015Assets 2016: $139,970Liabilities 2016: $0Net Assets 2016: $139,9702016Assets 2017: $176,530Liabilities 2017: $0Net Assets 2017: $176,5302017Assets 2018: $208,814Liabilities 2018: $0Net Assets 2018: $208,8142018Assets 2019: $213,937Liabilities 2019: $0Net Assets 2019: $213,9372019Assets 2020: $255,502Liabilities 2020: $0Net Assets 2020: $255,5022020Assets 2021: $158,094Liabilities 2021: $0Net Assets 2021: $158,0942021Assets 2022: $169,115Liabilities 2022: $0Net Assets 2022: $169,1152022Assets 2023: $207,521Liabilities 2023: $0Net Assets 2023: $207,5212023Assets 2024: $219,262Liabilities 2024: $0Net Assets 2024: $219,2622024

Highlighted filing

2016

Assets$139,970
Liabilities$0
Net Assets$139,970
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$100K$0-$100KRevenue 2014: $86,510Expenses 2014: $46,708Net Income 2014: $39,8022014Revenue 2015: $115,672Expenses 2015: $74,737Net Income 2015: $40,9352015Revenue 2016: $68,092Expenses 2016: $52,697Net Income 2016: $15,3952016Revenue 2017: $88,027Expenses 2017: $51,467Net Income 2017: $36,5602017Revenue 2018: $93,134Expenses 2018: $60,850Net Income 2018: $32,2842018Revenue 2019: $83,801Expenses 2019: $78,678Net Income 2019: $5,1232019Revenue 2020: $73,381Expenses 2020: $31,816Net Income 2020: $41,5652020Revenue 2021: $82,814Expenses 2021: $180,222Net Income 2021: -$97,4082021Revenue 2022: $91,303Expenses 2022: $80,282Net Income 2022: $11,0212022Revenue 2023: $107,802Expenses 2023: $69,396Net Income 2023: $38,4062023Revenue 2024: $127,309Expenses 2024: $115,568Net Income 2024: $11,7412024

Highlighted filing

2016

Revenue$68,092
Expenses$52,697
Net Income$15,395
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 2, 2017
Return Version
2016v3.0
Gross Receipts
$68,092
Mission and Program Overview

Mission

To provide for both the enjoyment and hardship of the members and apprentices of Sheet Metal Workers Local No 33 Toledo District.

Program Services

DescriptionGrantsExpenses
Engaging in any lawful activities that allow the organization to provide for, contribute to, and promote the enjoyment of members and apprentices of Sheet Metal Workers Local No 33 Toledo District.$0$45,557
Assist employed Toledo District Sheet Metal Union members suffering severe or unexpected financial hardship.$0$7,140
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Corey BeaubienTrustee-$0--
Matt CherryTrustee-$0--
Chris MonagahanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local No 33
EIN
34-1777202
Phone
4198739971
Address
27430 Cross Roads Parkway, Rossford, OH 43460

Signing Officer

Name
Matt Cherry
Title
Trustee
Phone
4198739971
Signed
2017-03-02
Discuss with paid preparer
Yes

Preparer

Firm
LublinSussman Group LLP
Address
3166 N Republic Blvd, Toledo, OH 43615
Preparer
Thomas J Jaffee
Phone
4198412848
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Member Events. Amount: 41,538. Description: Hardship Expenses. Amount: 2,940. Description: Hardship Expense - Member travel cost reimbursement. Amount: 4,200. Description: Office Expense. Amount: 3,253. Total to Form 990-EZ, line 16: 51,931.”

Raw XML Appendix114 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Matt Cherry
IRS990EZ/BooksInCareOfDetail/PhoneNum04198739971
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027430 Cross Roads Parkway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rossford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043460
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0124575
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0139970
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt068092
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt015395
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0440
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124575
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0139970
IRS990EZ/GrossReceiptsAmt068092
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0124575
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0139970
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0124575
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0139970
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Corey Beaubien
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matt Cherry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chris Monagahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt051931
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide for both the enjoyment and hardship of the members and apprentices of Sheet Metal Workers Local No 33 Toledo District.
IRS990EZ/PrintingPublicationsPostageAmt0326
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Engaging in any lawful activities that allow the organization to provide for, contribute to, and promote the enjoyment of members and apprentices of Sheet Metal Workers Local No 33 Toledo District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Assist employed Toledo District Sheet Metal Union members suffering severe or unexpected financial hardship.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045557
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17140
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt052697
IRS990EZ/TotalProgramServiceExpensesAmt052697
IRS990EZ/TotalRevenueAmt068092
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Member Events. Amount: 41,538. Description: Hardship Expenses. Amount: 2,940. Description: Hardship Expense - Member travel cost reimbursement. Amount: 4,200. Description: Office Expense. Amount: 3,253. Total to Form 990-EZ, line 16: 51,931.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Matt Cherry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04198739971
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sheet Metal Workers Local No 33
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Toledo District Activity Fund
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0341777202
ReturnHeader/Filer/PhoneNum04198739971
ReturnHeader/Filer/USAddress/AddressLine1Txt027430 Cross Roads Parkway
ReturnHeader/Filer/USAddress/CityNm0Rossford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043460
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01340E2C0E3726877B2DCE6886F8F430B1666D95E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.240.120.5
ReturnHeader/FilingSecurityInformation/IPDt02017-03-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:03:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341087273
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LublinSussman Group LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03166 N Republic Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Toledo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043615
ReturnHeader/PreparerPersonGrp/PhoneNum04198412848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Jaffee
ReturnHeader/ReturnTs02017-03-10T08:39:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$139,970
Liabilities
$0
Net assets
$139,970
Revenue
$68,092
Expenses
$52,697
Net income
$15,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.27$1.16$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.08$0.69$0.38
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.91$0.80$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.83$1.80$0.97
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.73$0.32$0.42
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.84$0.79$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.93$0.61$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.88$0.51$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.68$0.53$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.16$0.75$0.41
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.87$0.47$0.40