Civic Intelligence

Sheet Metal Workers Local No 91 Health & Welfare Fund

990 • Fiscal year 2016 • EIN 36-2525679

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 18, 2017

Organization ProfileWWW.SMW91.ORG

View Organization Page

8124 42nd Street WestRock Island, IL 61201

(309) 787-0695

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.31x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

1.20x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

19th percentile

-8.1%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

41st percentile

1.9%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-4.3%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$37,118,572

Up $708,357 (+1.9%) from 2015

Net Assets

Down

$25,585,265

Down $148,211 (-0.6%) from 2015

Liabilities

Up

$11,533,307

Up $856,568 (+8.0%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin19th percentile

Revenue

Down

$9,585,748

Down $433,405 (-4.3%) from 2015

Expenses

Down

$10,364,134

Down $4,050,674 (-28%) from 2015

Net Income

Up

-$778,386

Up $3,617,269 (+82%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$60M$40M$20M$0-$20MAssets 2010: $21,699,239Liabilities 2010: $28,479,777Net Assets 2010: -$6,780,5382010Assets 2011: $23,717,365Liabilities 2011: $28,506,211Net Assets 2011: -$4,788,8462011Assets 2012: $28,325,682Liabilities 2012: $30,381,523Net Assets 2012: -$2,055,8412012Assets 2013: $32,174,092Liabilities 2013: $32,044,253Net Assets 2013: $129,8392013Assets 2014: $36,125,753Liabilities 2014: $36,640,700Net Assets 2014: -$514,9472014Assets 2015: $36,410,215Liabilities 2015: $10,676,739Net Assets 2015: $25,733,4762015Assets 2016: $37,118,572Liabilities 2016: $11,533,307Net Assets 2016: $25,585,2652016Assets 2017: $40,237,434Liabilities 2017: $11,748,112Net Assets 2017: $28,489,3222017Assets 2018: $40,359,848Liabilities 2018: $12,171,391Net Assets 2018: $28,188,4572018Assets 2019: $45,173,586Liabilities 2019: $12,418,178Net Assets 2019: $32,755,4082019Assets 2020: $49,939,764Liabilities 2020: $10,890,585Net Assets 2020: $39,049,1792020Assets 2021: $50,702,094Liabilities 2021: $1,381,553Net Assets 2021: $49,320,5412021Assets 2022: $44,222,130Liabilities 2022: $1,598,836Net Assets 2022: $42,623,2942022Assets 2023: $44,704,049Liabilities 2023: $1,687,029Net Assets 2023: $43,017,0202023Assets 2024: $45,264,189Liabilities 2024: $1,527,240Net Assets 2024: $43,736,9492024

Highlighted filing

2016

Assets$37,118,572
Liabilities$11,533,307
Net Assets$25,585,265
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,926,0252010Expenses 2011: $6,026,6602011Expenses 2012: $7,629,5862012Revenue 2013: $10,357,869Expenses 2013: $8,172,189Net Income 2013: $2,185,6802013Revenue 2014: $9,963,095Expenses 2014: $10,607,881Net Income 2014: -$644,7862014Revenue 2015: $10,019,153Expenses 2015: $14,414,808Net Income 2015: -$4,395,6552015Revenue 2016: $9,585,748Expenses 2016: $10,364,134Net Income 2016: -$778,3862016Revenue 2017: $11,114,413Expenses 2017: $9,301,839Net Income 2017: $1,812,5742017Revenue 2018: $12,042,700Expenses 2018: $9,657,816Net Income 2018: $2,384,8842018Revenue 2019: $11,755,526Expenses 2019: $10,402,875Net Income 2019: $1,352,6512019Revenue 2020: $11,245,339Expenses 2020: $8,607,223Net Income 2020: $2,638,1162020Revenue 2021: $13,497,704Expenses 2021: $2,007,159Net Income 2021: $11,490,5452021Revenue 2022: $13,228,566Expenses 2022: $12,258,525Net Income 2022: $970,0412022Revenue 2023: $12,756,198Expenses 2023: $15,155,519Net Income 2023: -$2,399,3212023Revenue 2024: $13,472,738Expenses 2024: $14,175,200Net Income 2024: -$702,4622024

Highlighted filing

2016

Revenue$9,585,748
Expenses$10,364,134
Net Income-$778,386
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$15,793,992
Mission and Program Overview

Mission

To provide health, death, life, dental, prescription, and accident benefits for local 91 union members and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,545,799$34,687,165▲ $1,141,366
Accounts Receivable$1,388,828$1,051,432▼ $337,396
Savings and Temporary Cash Investments$1,066,418$955,059▼ $111,359
Cash and Non-Interest-Bearing Accounts$401,067$411,404▲ $10,337
Land, Buildings, and Equipment, Net$6,166$8,687▲ $2,521
Prepaid Expenses and Deferred Charges$1,937$4,825▲ $2,888
Total Assets$36,410,215$37,118,572▲ $708,357
Liabilities
Other Liabilities$10,585,781$11,297,096▲ $711,315
Accounts Payable and Accrued Expenses$71,919$211,589▲ $139,670
Deferred Revenue$19,039$24,622▲ $5,583
Total Liabilities$10,676,739$11,533,307▲ $856,568
Net Assets / Fund Balance
Unrestricted Net Assets$25,733,476$25,585,265▼ $148,211
Total Net Assets Fund Balance$25,733,476$25,585,265▼ $148,211
Total Liabilities and Net Assets / Fund Balance$36,410,215$37,118,572▲ $708,357

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,687$131,935$140,622
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Eric MerihaegheChairman
Jerry EganTrustee
Jon GarstTrustee
Mark ArnoldTrustee
Tom GabrilsonTrustee
Marcus CooperTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,770,414
Investment Income
$815,334
Other Revenue
$0
Change in Net Assets
$-778,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,483,536
Revenue Not Reported on Financial Statements
$102,212
Revenue Not Reported on Form 990
$630,175
Total Revenue per Audited Statements
$10,113,711
Total Revenue per Form 990
$9,585,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$325,561
Salaries, Compensation, and Employee Benefits$123,262
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,915,311
Fees for Service Investment Mgmnt Fees---$102,212
Other Salaries and Wages---$98,267
Fees for Services Other---$64,466
Fees for Services Accounting---$30,080
Office Expenses---$29,133
Occupancy---$24,900
Payroll Taxes---$22,001
Fees for Services Legal---$21,536
Insurance---$4,590
Pension Plan Contributions---$2,994
Depreciation Depletion---$2,591
Other Expenses---$1,105
All Other Expenses---$141
Total Functional Expenses$0$0$0$10,364,134

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,364,134
Expenses per Audited Statements$9,550,607
Total Expenses per Audited Statements$9,550,607
Expenses Not Reported on Financial Statements$813,527
Other Expense Adjustments$711,315
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility$10,065,878
Claims Incurred But Not Reported$1,231,218
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

“The auditor provides the completed form to the plan administrator for review. Once the plan administrator has approved the form,form 8879 it signed and sent back to the auditor, who then electronically files the return.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
SHEET METAL WORKERS LOCAL #91
EIN
36-2525679
Phone
3097870695
Address
8124 42ND STREET WEST, ROCK ISLAND, IL 61201

Signing Officer

Name
Eric Meirhaeghe
Title
Chariman
Phone
3097870695
Signed
2017-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Meirhaeghe
Formed
1963
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
0

Preparer

Firm
Romolo & Associates
Address
1700 W LUTHY DRIVE, PEORIA, IL 61615
Preparer
Diana Desmit
Phone
3096822001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fund has no tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or ecrease within 12 months of the reporting date.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in claims incurred but not reported 178,046. Chainge in accumulated eligibility 533,269.”

Raw XML AppendixShowing 400 of 424 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS NO TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR ECREASE WITHIN 12 MONTHS OF THE REPORTING DATE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CLAIMS INCURRED BUT NOT REPORTED 178,046. CHAINGE IN ACCUMULATED ELIGIBILITY 533,269.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08687
IRS990ScheduleD/TotalExpensesPerForm990Amt010364134
IRS990ScheduleD/TotalLiabilityAmt011297096
IRS990ScheduleD/TotalRevenuePerForm990Amt09585748
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010113711
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09550607
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AUDITOR PROVIDES THE COMPLETED FORM TO THE PLAN ADMINISTRATOR FOR REVIEW. ONCE THE PLAN ADMINISTRATOR HAS APPROVED THE FORM,FORM 8879 IT SIGNED AND SENT BACK TO THE AUDITOR, WHO THEN ELECTRONICALLY FILES THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0API
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ARNOLD REFRIGERATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BENBOW JP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3BETTENDORF HTG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BORNHOEFT HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5BRADY JL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6BROCKWAY CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7C & R EQUIPMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8CARDELLA RW
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9CLIMATE ENGINEERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10CRAWFORD COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11DUBUQUE STEEL PRODUCTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12EAST MOLINE SM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13ECONOMY SM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14FACTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15FISHER TEST & BALANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16GABRILSON HTG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17GEISLER BROTHERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18GIESE SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19HALLGREN SCHILDKNECHT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20HENSON ROBINSON CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21HORNBUCKLE HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22IDEAL MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23ILLOWA SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24JOHNSON CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25KALE HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26M G MCGRATH INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27MECHANICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28FRANK MILLARD CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29MODERN SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30MONTEFUSO HTG & SM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31OERTEL SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32PEN CITY SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt33PETERSON PLUMBING & HTG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt34PIPCO CO LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt35RAGAN MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt36RIVER PLACE TECH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt37SCHEBLER CO INDUSTRIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt38SCHEBLER CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt39TRI-STATE SM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt40SHEEDER HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt41STERLING COMMERCIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt42TOTAL MAINT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt43TMI HOME WARRANTY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt44UNIVERSAL CLIMATE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt45WEST RIDGE MECH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt46WINGER CONS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART IV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE PART IV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEETMETAL WORKERS LOCAL #91 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WORKERS LOCAL #91 JATC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SHEET METAL WORKERS LOCAL #91
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362952946
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1362858961
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2360721795
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THIS PLAN IS A VEBA EXEMPT UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONOSRING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN HAS LISTED ALL SUCH PARTIES IN PART IV OF SCHEDULE R. THE PLAN DOES NOT KNOW THE TAXABLE STATUS OF EVERY CONTRIBUTING EMPLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II & IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt036410215
IRS990/TotalAssetsEOYAmt037118572
IRS990/TotalAssetsGrp/BOYAmt036410215
IRS990/TotalAssetsGrp/EOYAmt037118572
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt010364134
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010676739
IRS990/TotalLiabilitiesEOYAmt011533307
IRS990/TotalLiabilitiesGrp/BOYAmt010676739
IRS990/TotalLiabilitiesGrp/EOYAmt011533307
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025733476
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025585265
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt08770414
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0815334
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08770414
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09585748
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036410215
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt037118572
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt025733476
IRS990/UnrestrictedNetAssetsGrp/EOYAmt025585265
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08124 42ND STREET WEST
IRS990/USAddress/CityNm0ROCK ISLAND
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061201
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SMW91.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC MEIRHAEGHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHARIMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03097870695
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL #91
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0362525679
ReturnHeader/Filer/PhoneNum03097870695
ReturnHeader/Filer/USAddress/AddressLine1Txt08124 42ND STREET WEST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,118,572
Liabilities
$11,533,307
Net assets
$25,585,265
Revenue
$9,585,748
Expenses
$10,364,134
Net income
-$778,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.3$1.53$43.7$13.5$14.2$0.70
2023Detailed filing. Detailed filing data is available for this year.$44.7$1.69$43.0$12.8$15.2$2.40
2022Detailed filing. Detailed filing data is available for this year.$44.2$1.60$42.6$13.2$12.3$0.97
2021Detailed filing. Detailed filing data is available for this year.$50.7$1.38$49.3$13.5$2.01$11.5
2020Detailed filing. Detailed filing data is available for this year.$49.9$10.9$39.0$11.2$8.61$2.64
2019Detailed filing. Detailed filing data is available for this year.$45.2$12.4$32.8$11.8$10.4$1.35
2018Detailed filing. Detailed filing data is available for this year.$40.4$12.2$28.2$12.0$9.66$2.38
2017Detailed filing. Detailed filing data is available for this year.$40.2$11.7$28.5$11.1$9.30$1.81
2016Detailed filing. Detailed filing data is available for this year.$37.1$11.5$25.6$9.59$10.4$0.78
2015Detailed filing. Detailed filing data is available for this year.$36.4$10.7$25.7$10.0$14.4$4.40
2014Detailed filing. Detailed filing data is available for this year.$36.1$36.6$0.51$9.96$10.6$0.64
2013Detailed filing. Detailed filing data is available for this year.$32.2$32.0$0.13$10.4$8.17$2.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$30.4$2.06$7.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$28.5$4.79$6.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$28.5$6.78$3.93