Civic Intelligence

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

990 • Fiscal year 2018 • EIN 34-6746427

May 01, 2017 to Apr 30, 2018 • Filed on Mar 08, 2019

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

71st percentile

9.2%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$20,030,068

Up $1,694,372 (+9.2%) from 2017

Net Assets

Up

$19,978,353

Up $1,694,418 (+9.3%) from 2017

Liabilities

Down

$51,715

Down $46 (-0.1%) from 2017

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin79th percentile

Revenue

Up

$8,980,629

Up $1,024,337 (+13%) from 2017

Expenses

Down

$7,070,910

Down $228,166 (-3.1%) from 2017

Net Income

Up

$1,909,719

Up $1,252,503 (+191%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$20,030,068
Liabilities$51,715
Net Assets$19,978,353
Open 2018 Filing

Operations Trend

Revenue Growth75th 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

2018

Revenue$8,980,629
Expenses$7,070,910
Net Income$1,909,719
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 8, 2019
Return Version
2017v2.3
Gross Receipts
$12,186,226
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$14,183,281$14,512,191▲ $328,910
Cash and Non-Interest-Bearing Accounts$1,522,058$3,080,122▲ $1,558,064
Savings and Temporary Cash Investments$1,583,942$1,256,424▼ $327,518
Accounts Receivable$989,995$1,176,378▲ $186,383
Total Assets$18,335,696$20,030,068▲ $1,694,372
Other Assets Total$56,420$4,953▼ $51,467
Liabilities
Accounts Payable and Accrued Expenses$51,761$51,715▼ $46
Total Liabilities$51,761$51,715▼ $46
Net Assets / Fund Balance
Unrestricted Net Assets$18,283,935$19,978,353▲ $1,694,418
Total Net Assets Fund Balance$18,283,935$19,978,353▲ $1,694,418
Total Liabilities and Net Assets / Fund Balance$18,335,696$20,030,068▲ $1,694,372
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Joe Stastny JrChairman
Kevin TolleyAlternate Labor Trustee
Don SkalaAlternate Management Trustee
John AndersonLabor Trustee
George Csepegi JrManagement Trustee
Thomas MartinSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,415,356
Investment Income
$565,273
Other Revenue
$0
Change in Net Assets
$1,909,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,980,629
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$180,659
Total Revenue per Audited Statements
$9,161,288
Total Revenue per Form 990
$8,980,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,944,837
Salaries, Compensation, and Employee Benefits$6,355
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$5,119,718--$5,119,718
Insurance$1,138,626--$1,138,626
Fees for Services Other$635,305--$635,305
Fees for Service Investment Mgmnt Fees$34,642--$34,642
Office Expenses$20,768--$20,768
Fees for Services Legal$19,444--$19,444
Fees for Services Accounting$10,300--$10,300
Payroll Taxes$6,355--$6,355
Conferences and Meetings$4,580--$4,580
Other Expenses$505--$505
Total Functional Expenses$7,070,910$0$0$7,070,910

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,070,910
Expenses per Audited Statements$7,036,268
Total Expenses per Audited Statements$7,036,268
Expenses Not Reported on Financial Statements$34,642
Other Expense Adjustments$34,642
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
Yes
Backup withholding compliance
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, 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 available to the public.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Joe Stastny Jr
Title
Chairman
Phone
2164062450
Signed
2019-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Stastny Jr
Formed
1990
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Rea & Associates Inc
Address
6300 ROCKSIDE RD, CLEVELAND, OH 44131
Preparer
Jeffery J Barber CPA
Phone
2165732330
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization did not change its oversight or selection process during the tax year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses netted from investment income on audited f/s -34,642”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses netted from investment income on audited f/s 34,642”

Raw XML Appendix335 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/TitleTxt1LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2ALTERNATE LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES NETTED FROM INVESTMENT INCOME ON AUDITED F/S 34,642
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
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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 AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX 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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018335696
IRS990/TotalAssetsEOYAmt020030068
IRS990/TotalAssetsGrp/BOYAmt018335696
IRS990/TotalAssetsGrp/EOYAmt020030068
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07070910
IRS990/TotalFunctionalExpensesGrp/TotalAmt07070910
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt051761
IRS990/TotalLiabilitiesEOYAmt051715
IRS990/TotalLiabilitiesGrp/BOYAmt051761
IRS990/TotalLiabilitiesGrp/EOYAmt051715
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt018283935
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019978353
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt08415356
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08980629
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08980629
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018335696
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020030068
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt018283935
IRS990/UnrestrictedNetAssetsGrp/EOYAmt019978353
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012515 CORPORATE DRIVE
IRS990/USAddress/CityNm0PARMA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044130
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SMWLU33.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE STASTNY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02164062450
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS 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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A1D94DAAC8101E79D9D71E55339EE8CA97FDFDA3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0399B416C05B028330DF7CD90939D4307442319FB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.62.109.106
ReturnHeader/FilingSecurityInformation/IPDt02019-03-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:09:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06300 ROCKSIDE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044131
ReturnHeader/PreparerPersonGrp/PhoneNum02165732330
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY J BARBER CPA
ReturnHeader/ReturnTs02019-03-14T09:52:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,030,068
Liabilities
$51,715
Net assets
$19,978,353
Revenue
$8,980,629
Expenses
$7,070,910
Net income
$1,909,719
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