Civic Intelligence

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

990 • Fiscal year 2019 • EIN 34-6746427

May 01, 2018 to Apr 30, 2019 • Filed on Mar 12, 2020

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

41st percentile

0.01x

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

62nd percentile

10%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

45th percentile

7.0%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

6.1%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$21,426,720

Up $1,396,652 (+7.0%) from 2018

Net Assets

Up

$21,260,818

Up $1,282,465 (+6.4%) from 2018

Liabilities

Up

$165,902

Up $114,187 (+221%) from 2018

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin62nd percentile

Revenue

Up

$9,532,819

Up $552,190 (+6.1%) from 2018

Expenses

Up

$8,553,286

Up $1,482,376 (+21%) from 2018

Net Income

Down

$979,533

Down $930,186 (-49%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$21,426,720
Liabilities$165,902
Net Assets$21,260,818
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$9,532,819
Expenses$8,553,286
Net Income$979,533
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Mar 12, 2020
Return Version
2018v3.1
Gross Receipts
$10,397,092
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$14,512,191$15,079,020▲ $566,829
Cash and Non-Interest-Bearing Accounts$3,080,122$3,690,723▲ $610,601
Accounts Receivable$1,176,378$1,409,150▲ $232,772
Savings and Temporary Cash Investments$1,256,424$1,237,803▼ $18,621
Total Assets$20,030,068$21,426,720▲ $1,396,652
Other Assets Total$4,953$10,024▲ $5,071
Liabilities
Accounts Payable and Accrued Expenses$51,715$165,902▲ $114,187
Total Liabilities$51,715$165,902▲ $114,187
Net Assets / Fund Balance
Unrestricted Net Assets$19,978,353$21,260,818▲ $1,282,465
Total Net Assets Fund Balance$19,978,353$21,260,818▲ $1,282,465
Total Liabilities and Net Assets / Fund Balance$20,030,068$21,426,720▲ $1,396,652
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Joe Stastny JrChairman
Hank StrahanLabor Trustee
John AndersonLabor Trustee
Don SkalaManagement Trustee
Mike SteidelManagement Trustee
Thomas MartinSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,040,908
Investment Income
$485,301
Other Revenue
$6,610
Change in Net Assets
$979,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,509,578
Revenue Not Reported on Financial Statements
$23,241
Revenue Not Reported on Form 990
$302,932
Total Revenue per Audited Statements
$9,812,510
Total Revenue per Form 990
$9,532,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,880,853
Salaries, Compensation, and Employee Benefits$10,360
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,662,073
Insurance---$1,179,900
Fees for Services Other---$638,656
Office Expenses---$25,129
Fees for Service Investment Mgmnt Fees---$23,241
Fees for Services Legal---$12,699
Payroll Taxes---$10,360
Conferences and Meetings---$1,228
Total Functional Expenses$0$0$0$8,553,286

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,553,286
Expenses per Audited Statements$8,530,045
Total Expenses per Audited Statements$8,530,045
Expenses Not Reported on Financial Statements$23,241
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
2020-03-12
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
24
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.”

Raw XML Appendix320 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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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:
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,426,720
Liabilities
$165,902
Net assets
$21,260,818
Revenue
$9,532,819
Expenses
$8,553,286
Net income
$979,533
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