Civic Intelligence

Sheet Metal Workers' Union Local 33 Cleveland Dist-Health Benefits Fd

EIN 34-6746427 • 501(c)9 • Parma, OH

View Organization Page

Profile

To provide health and welfare benefits for members and their families.

12515 Corporate DriveParma, OH 44130

www.smwlu33.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

53rd percentile

6.0%

Higher net margin than 53% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

43rd percentile

5.5%

Faster asset growth than 43% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$29,041,593

Up $1,519,115 (+5.5%) from 2024

Liabilities

Up

$23,395

Up $10,031 (+75%) from 2024

Net Assets

Up

$29,018,198

Up $1,509,084 (+5.5%) from 2024

Operations
Liabilities / Revenue26th percentileNet Margin53rd percentile

Revenue

Up

$12,556,880

Up $1,436,429 (+13%) from 2024

Expenses

Up

$11,799,747

Up $2,442,665 (+26%) from 2024

Net Income

Down

$757,133

Down $1,006,236 (-57%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $16,066,427Liabilities 2011: $122,145Net Assets 2011: $15,944,2822011Assets 2012: $15,971,654Liabilities 2012: $108,948Net Assets 2012: $15,862,7062012Assets 2013: $16,335,184Liabilities 2013: $107,539Net Assets 2013: $16,227,6452013Assets 2014: $15,842,650Liabilities 2014: $72,117Net Assets 2014: $15,770,5332014Assets 2015: $16,496,636Liabilities 2015: $133,786Net Assets 2015: $16,362,8502015Assets 2016: $17,388,973Liabilities 2016: $26,609Net Assets 2016: $17,362,3642016Assets 2017: $18,335,696Liabilities 2017: $51,761Net Assets 2017: $18,283,9352017Assets 2018: $20,030,068Liabilities 2018: $51,715Net Assets 2018: $19,978,3532018Assets 2019: $21,426,720Liabilities 2019: $165,902Net Assets 2019: $21,260,8182019Assets 2020: $23,116,368Liabilities 2020: $20,941Net Assets 2020: $23,095,4272020Assets 2021: $25,742,971Liabilities 2021: $48,887Net Assets 2021: $25,694,0842021Assets 2022: $24,646,478Liabilities 2022: $183,340Net Assets 2022: $24,463,1382022Assets 2023: $25,729,886Liabilities 2023: $49,856Net Assets 2023: $25,680,0302023Assets 2024: $27,522,478Liabilities 2024: $13,364Net Assets 2024: $27,509,1142024Assets 2025: $29,041,593Liabilities 2025: $23,395Net Assets 2025: $29,018,1982025

Highlighted filing

2025

Assets$29,041,593
Liabilities$23,395
Net Assets$29,018,198
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $9,852,9612011Expenses 2012: $8,193,3522012Expenses 2013: $8,506,3442013Revenue 2014: $7,476,679Expenses 2014: $7,984,373Net Income 2014: -$507,6942014Revenue 2015: $7,517,445Expenses 2015: $7,118,572Net Income 2015: $398,8732015Revenue 2016: $8,490,080Expenses 2016: $7,292,274Net Income 2016: $1,197,8062016Revenue 2017: $7,956,292Expenses 2017: $7,299,076Net Income 2017: $657,2162017Revenue 2018: $8,980,629Expenses 2018: $7,070,910Net Income 2018: $1,909,7192018Revenue 2019: $9,532,819Expenses 2019: $8,553,286Net Income 2019: $979,5332019Revenue 2020: $9,533,424Expenses 2020: $8,062,773Net Income 2020: $1,470,6512020Revenue 2021: $9,265,013Expenses 2021: $7,681,038Net Income 2021: $1,583,9752021Revenue 2022: $10,188,847Expenses 2022: $9,690,800Net Income 2022: $498,0472022Revenue 2023: $11,098,302Expenses 2023: $9,096,708Net Income 2023: $2,001,5942023Revenue 2024: $11,120,451Expenses 2024: $9,357,082Net Income 2024: $1,763,3692024Revenue 2025: $12,556,880Expenses 2025: $11,799,747Net Income 2025: $757,1332025

Highlighted filing

2025

Revenue$12,556,880
Expenses$11,799,747
Net Income$757,133
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,041,593
Liabilities
$23,395
Net assets
$29,018,198
Revenue
$12,556,880
Expenses
$11,799,747
Net income
$757,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.0$0.02$29.0$12.6$11.8$0.76
2024Detailed filing. Detailed filing data is available for this year.$27.5$0.01$27.5$11.1$9.36$1.76
2023Detailed filing. Detailed filing data is available for this year.$25.7$0.05$25.7$11.1$9.10$2.00
2022Detailed filing. Detailed filing data is available for this year.$24.6$0.18$24.5$10.2$9.69$0.50
2021Detailed filing. Detailed filing data is available for this year.$25.7$0.05$25.7$9.27$7.68$1.58
2020Detailed filing. Detailed filing data is available for this year.$23.1$0.02$23.1$9.53$8.06$1.47
2019Detailed filing. Detailed filing data is available for this year.$21.4$0.17$21.3$9.53$8.55$0.98
2018Detailed filing. Detailed filing data is available for this year.$20.0$0.05$20.0$8.98$7.07$1.91
2017Detailed filing. Detailed filing data is available for this year.$18.3$0.05$18.3$7.96$7.30$0.66
2016Detailed filing. Detailed filing data is available for this year.$17.4$0.03$17.4$8.49$7.29$1.20
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.13$16.4$7.52$7.12$0.40
2014Detailed filing. Detailed filing data is available for this year.$15.8$0.07$15.8$7.48$7.98$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.11$16.2$8.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$0.11$15.9$8.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.12$15.9$9.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 13, 2026
Return Version
2024v5.5
Gross Receipts
$13,463,646
Mission and Program Overview

Mission

To provide health and welfare benefits for members and their families

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,089,779$21,947,950▲ $1,858,171
Cash and Non-Interest-Bearing Accounts$4,320,010$3,168,564▼ $1,151,446
Accounts Receivable$1,615,248$2,407,017▲ $791,769
Savings and Temporary Cash Investments$1,492,687$1,513,308▲ $20,621
Total Assets$27,522,478$29,041,593▲ $1,519,115
Other Assets Total$4,754$4,754→ $0
Liabilities
Accounts Payable and Accrued Expenses$13,364$23,395▲ $10,031
Total Liabilities$13,364$23,395▲ $10,031
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,509,114$29,018,198▲ $1,509,084
Total Net Assets Fund Balance$27,509,114$29,018,198▲ $1,509,084
Total Liabilities and Net Assets / Fund Balance$27,522,478$29,041,593▲ $1,519,115
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Joe Stastny JrChairman
Gary SchmittLabor Trustee
Hank StrahanLabor Trustee (may-oct)
Paul ShymskeLabor Trustee (nov-apr)
Don SkalaManagement Trustee
Rob SchimmelpfennigManagement Trustee Alternate
Mike SteidelSecretary Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
BenesysAdministrative Services700 TOWER DRIVE, Troy, MI 48098$365,243
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,403,277
Investment Income
$1,153,603
Other Revenue
$0
Change in Net Assets
$757,133

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,534,468
Revenue Not Reported on Financial Statements
$22,412
Revenue Not Reported on Form 990
$751,951
Total Revenue per Audited Statements
$13,286,419
Total Revenue per Form 990
$12,556,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,246,063
Salaries, Compensation, and Employee Benefits$31,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,522,407
Insurance---$1,353,580
Fees for Services Other---$750,780
Office Expenses---$52,500
Fees for Services Legal---$39,717
Payroll Taxes---$31,277
Fees for Services Accounting---$26,500
Fees for Service Investment Mgmnt Fees---$22,412
Conferences and Meetings---$574
Total Functional Expenses$0$0$0$11,799,747

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,799,747
Expenses per Audited Statements$11,777,335
Total Expenses per Audited Statements$11,777,335
Expenses Not Reported on Financial Statements$22,412
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
No
Backup withholding compliance
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

“Form 990 is prepared by the auditing firm. A copy is provided to all trustee members and reviewed at the board of trustees meeting.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest statements are completed annually by each board member and returned to the attorney's office.”

Form 990, Part VI, Section C, Line 19

“No documents are made available to the public.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Union Local 33
EIN
34-6746427
Phone
2162673344
Address
12515 CORPORATE DRIVE, PARMA, OH 44130

Signing Officer

Name
Joe Stastny Jr
Title
Chairman
Phone
2162673344
Signed
2026-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Stastny Jr
Formed
1990
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
27
Volunteers
6

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1656 HENTHORNE DR SUITE 400, MAUMEE, OH 43537
Preparer
Kristi L Leeth
Phone
4198412848
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

“The organization has not changed its process from the prior year.”

Raw XML Appendix324 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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01513308
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt022412
IRS990ScheduleD/ExpensesSubtotalAmt011777335
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt022412
IRS990ScheduleD/InvestmentExpensesNotIncldAmt022412
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0751951
IRS990ScheduleD/RevenueNotReportedAmt0751951
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt022412
IRS990ScheduleD/RevenueSubtotalAmt012534468
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalRevenuePerForm990Amt012556880
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011777335
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE AUDITING FIRM. A COPY IS PROVIDED TO ALL TRUSTEE MEMBERS AND REVIEWED AT THE BOARD OF TRUSTEES MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY EACH BOARD MEMBER AND RETURNED TO THE ATTORNEY'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027522478
IRS990/TotalAssetsEOYAmt029041593
IRS990/TotalAssetsGrp/BOYAmt027522478
IRS990/TotalAssetsGrp/EOYAmt029041593
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/TotalAmt011799747
IRS990/TotalGrossUBIAmt01153603
IRS990/TotalLiabilitiesBOYAmt013364
IRS990/TotalLiabilitiesEOYAmt023395
IRS990/TotalLiabilitiesGrp/BOYAmt013364
IRS990/TotalLiabilitiesGrp/EOYAmt023395
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027509114
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt029018198
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt011403277
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011403277
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012556880
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01153603
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027522478
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt029041593
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
IRS990/USAddress/CityNm0PARMA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044130
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SMWLU33.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE STASTNY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162673344
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS UNION LOCAL 33
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CLEVELAND DIST - HEALTH BENEFITS FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0346746427
ReturnHeader/Filer/PhoneNum02162673344
ReturnHeader/Filer/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PARMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01656 HENTHORNE DR SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198412848
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTI L LEETH
ReturnHeader/ReturnTs02026-03-13T14:53:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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