Civic Intelligence

Sheet Metal Workers Union Local 33 Cleveland Dist - Health Benefits Fund

990 • Fiscal year 2015 • EIN 34-6746427

May 01, 2014 to Apr 30, 2015 • Filed on Feb 12, 2016

Organization ProfileWWW.SMWLU33.ORG

View Organization Page

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

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

60th percentile

5.3%

Higher net margin than 60% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

61st percentile

4.1%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

0.5%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$16,496,636

Up $653,986 (+4.1%) from 2014

Net Assets

Up

$16,362,850

Up $592,317 (+3.8%) from 2014

Liabilities

Up

$133,786

Up $61,669 (+86%) from 2014

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin60th percentile

Revenue

Up

$7,517,445

Up $40,766 (+0.5%) from 2014

Expenses

Down

$7,118,572

Down $865,801 (-11%) from 2014

Net Income

Up

$398,873

Up $906,567 (+179%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2015

Assets$16,496,636
Liabilities$133,786
Net Assets$16,362,850
Open 2015 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$7,517,445
Expenses$7,118,572
Net Income$398,873
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$7,533,364
Mission and Program Overview

Mission

To provide health and welfare benefits for members and their families

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,152,548$14,812,320▲ $659,772
Accounts Receivable$791,820$995,859▲ $204,039
Cash and Non-Interest-Bearing Accounts$835,488$642,890▼ $192,598
Total Assets$15,842,650$16,496,636▲ $653,986
Other Assets Total$62,794$45,567▼ $17,227
Liabilities
Accounts Payable and Accrued Expenses$72,117$133,786▲ $61,669
Total Liabilities$72,117$133,786▲ $61,669
Net Assets / Fund Balance
Unrestricted Net Assets$15,770,533$16,362,850▲ $592,317
Total Net Assets Fund Balance$15,770,533$16,362,850▲ $592,317
Total Liabilities and Net Assets / Fund Balance$15,842,650$16,496,636▲ $653,986
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Joe Stastny JrChairman
George Csepegi JrMgt Trustee
Kevin TolleyAlt Labor Tr
Thomas MartinAlt Mgt Trus
John AndersonLabor Truste
Mark BoucherSecy/treasr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,191,323
Investment Income
$326,122
Other Revenue
$0
Change in Net Assets
$398,873

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,517,445
Revenue Not Reported on Form 990
$193,444
Total Revenue per Audited Statements
$7,710,889
Total Revenue per Form 990
$7,517,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,838,915
Salaries, Compensation, and Employee Benefits$6,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$5,273,457--$5,273,457
Insurance$1,135,958--$1,135,958
Fees for Services Other$603,292--$603,292
Office Expenses$30,851--$30,851
Fees for Service Investment Mgmnt Fees$21,123--$21,123
Fees for Services Legal$14,303--$14,303
Other Expenses$13,401--$13,401
Conferences and Meetings$10,837--$10,837
Fees for Services Accounting$9,150--$9,150
Payroll Taxes$6,200--$6,200
Total Functional Expenses$7,118,572$0$0$7,118,572

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,118,572
Total Expenses per Audited Statements$7,118,572
Total Expenses per Form 990$7,118,572
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
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

“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, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 19

“No documents 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
Joseph Stastny Jr
Title
Chairman
Phone
2162673344
Signed
2016-02-12
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
4
Independent Board Members
4
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
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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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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/PreparationDt02016-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY J BARBER
ReturnHeader/ReturnTs02016-02-12T09:44:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,496,636
Liabilities
$133,786
Net assets
$16,362,850
Revenue
$7,517,445
Expenses
$7,118,572
Net income
$398,873
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