Civic Intelligence

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

990 • Fiscal year 2020 • EIN 34-6746427

May 01, 2019 to Apr 30, 2020 • Filed on Mar 10, 2021

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.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

54th percentile

7.9%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$23,116,368

Up $1,689,648 (+7.9%) from 2019

Net Assets

Up

$23,095,427

Up $1,834,609 (+8.6%) from 2019

Liabilities

Down

$20,941

Down $144,961 (-87%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin68th percentile

Revenue

Up

$9,533,424

Up $605 (+0.0%) from 2019

Expenses

Down

$8,062,773

Down $490,513 (-5.7%) from 2019

Net Income

Up

$1,470,651

Up $491,118 (+50%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$23,116,368
Liabilities$20,941
Net Assets$23,095,427
Open 2020 Filing

Operations Trend

Revenue Growth50th 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

2020

Revenue$9,533,424
Expenses$8,062,773
Net Income$1,470,651
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 10, 2021
Return Version
2019v5.2
Gross Receipts
$10,776,776
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$15,079,020$15,944,751▲ $865,731
Cash and Non-Interest-Bearing Accounts$3,690,723$4,649,937▲ $959,214
Savings and Temporary Cash Investments$1,237,803$1,382,688▲ $144,885
Accounts Receivable$1,409,150$1,128,661▼ $280,489
Total Assets$21,426,720$23,116,368▲ $1,689,648
Other Assets Total$10,024$10,331▲ $307
Liabilities
Accounts Payable and Accrued Expenses$165,902$20,941▼ $144,961
Total Liabilities$165,902$20,941▼ $144,961
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,260,818$23,095,427▲ $1,834,609
Total Net Assets Fund Balance$21,260,818$23,095,427▲ $1,834,609
Total Liabilities and Net Assets / Fund Balance$21,426,720$23,116,368▲ $1,689,648
Compensation and Service Providers
Top Officer Pay49th 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
$8,998,187
Investment Income
$531,943
Other Revenue
$3,294
Change in Net Assets
$1,470,651

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,502,600
Revenue Not Reported on Financial Statements
$30,824
Revenue Not Reported on Form 990
$363,959
Total Revenue per Audited Statements
$9,866,559
Total Revenue per Form 990
$9,533,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,024,473
Salaries, Compensation, and Employee Benefits$14,706
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,023,594
Insurance---$1,225,861
Fees for Services Other---$672,061
Fees for Services Legal---$51,226
Fees for Service Investment Mgmnt Fees---$30,824
Office Expenses---$26,795
Payroll Taxes---$14,706
Fees for Services Accounting---$10,650
Conferences and Meetings---$6,722
Other Expenses---$4
Total Functional Expenses$0$0$0$8,062,773

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,062,773
Expenses per Audited Statements$8,031,949
Total Expenses per Audited Statements$8,031,949
Expenses Not Reported on Financial Statements$30,824
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 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
2021-03-10
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
15
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
3166 N REPUBLIC BLVD, TOLEDO, OH 43615
Preparer
Michael D Nyitrai
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 Appendix317 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 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
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021260818
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt023095427
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt08998187
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09533424
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09533424
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021426720
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023116368
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE STASTNY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02162673344
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-10
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/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03166 N REPUBLIC BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOLEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043615
ReturnHeader/PreparerPersonGrp/PhoneNum04198412848
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D NYITRAI
ReturnHeader/ReturnTs02021-03-10T14:05:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,116,368
Liabilities
$20,941
Net assets
$23,095,427
Revenue
$9,533,424
Expenses
$8,062,773
Net income
$1,470,651
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