Civic Intelligence

Sheet Metal Workers Local No 91 Health & Welfare Fund

990 • Fiscal year 2017 • EIN 36-2525679

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 15, 2018

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

78th percentile

0.29x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.06x

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

53rd percentile

8.4%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$40,237,434

Up $3,118,862 (+8.4%) from 2016

Net Assets

Up

$28,489,322

Up $2,904,057 (+11%) from 2016

Liabilities

Up

$11,748,112

Up $214,805 (+1.9%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin76th percentile

Revenue

Up

$11,114,413

Up $1,528,665 (+16%) from 2016

Expenses

Down

$9,301,839

Down $1,062,295 (-10%) from 2016

Net Income

Up

$1,812,574

Up $2,590,960 (+333%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2017

Assets$40,237,434
Liabilities$11,748,112
Net Assets$28,489,322
Open 2017 Filing

Operations Trend

Revenue Growth77th 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

2017

Revenue$11,114,413
Expenses$9,301,839
Net Income$1,812,574
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$19,502,888
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$34,687,165$37,435,536▲ $2,748,371
Accounts Receivable$1,051,432$1,309,033▲ $257,601
Savings and Temporary Cash Investments$955,059$1,002,034▲ $46,975
Cash and Non-Interest-Bearing Accounts$411,404$479,700▲ $68,296
Land, Buildings, and Equipment, Net$8,687$6,104▼ $2,583
Prepaid Expenses and Deferred Charges$4,825$5,027▲ $202
Total Assets$37,118,572$40,237,434▲ $3,118,862
Liabilities
Other Liabilities$11,297,096$11,518,149▲ $221,053
Accounts Payable and Accrued Expenses$211,589$214,228▲ $2,639
Deferred Revenue$24,622$15,735▼ $8,887
Total Liabilities$11,533,307$11,748,112▲ $214,805
Net Assets / Fund Balance
Unrestricted Net Assets$25,585,265$28,489,322▲ $2,904,057
Total Net Assets Fund Balance$25,585,265$28,489,322▲ $2,904,057
Total Liabilities and Net Assets / Fund Balance$37,118,572$40,237,434▲ $3,118,862

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,104$134,838$140,942
Other Land Buildings-$0$0
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Eric MeirhaegheChairman
Al LandwehrTrustee
Jerry EganTrustee
Jon GarstTrustee
Mark ArnoldTrustee
Tom GabrilsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,403,225
Investment Income
$1,705,825
Other Revenue
$5,363
Change in Net Assets
$1,812,574

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,006,007
Revenue Not Reported on Financial Statements
$108,406
Revenue Not Reported on Form 990
$1,091,483
Total Revenue per Audited Statements
$12,097,490
Total Revenue per Form 990
$11,114,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$373,988
Salaries, Compensation, and Employee Benefits$110,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,817,495
Fees for Service Investment Mgmnt Fees---$108,406
Other Salaries and Wages---$93,220
Fees for Services Other---$71,195
Office Expenses---$62,272
Fees for Services Accounting---$35,634
Occupancy---$24,000
Fees for Services Legal---$16,053
Payroll Taxes---$14,340
Insurance---$5,808
Depreciation Depletion---$2,903
Pension Plan Contributions---$2,796
Other Expenses---$1,150
All Other Expenses---$141
Total Functional Expenses$0$0$0$9,301,839

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,301,839
Expenses per Audited Statements$8,974,881
Total Expenses per Audited Statements$8,974,881
Expenses Not Reported on Financial Statements$326,958
Other Expense Adjustments$218,552
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$10,571,761
Claims Incurred But Not Reported$943,887
Due to Related Party$2,501
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 8879 it is 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
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Meirhaeghe
Formed
1963
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
27
Volunteers
0

Preparer

Firm
Romolo & Associates
Address
1700 W LUTHY DRIVE, PEORIA, IL 61615
Preparer
Mallory Eckstein
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 -287,331. Chainge in accumulated eligibility 505,883.”

Raw XML AppendixShowing 400 of 426 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotReportedAmt01091483
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0108406
IRS990ScheduleD/RevenueSubtotalAmt011006007
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 -287,331. CHAINGE IN ACCUMULATED ELIGIBILITY 505,883.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06104
IRS990ScheduleD/TotalExpensesPerForm990Amt09301839
IRS990ScheduleD/TotalLiabilityAmt011518149
IRS990ScheduleD/TotalRevenuePerForm990Amt011114413
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012097490
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08974881
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 8879 IT IS 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/BusinessNameLine1Txt0BETTENDORF HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1BORNHOEFT HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2JL BRADY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CRAWFORD HEATING & COOLING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4GABRILSON HEATING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5JOHNSON CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6SCHEBLER COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7BENBOW JP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8MECHANICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9GEISLER BROTHERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10GIESE SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11ARNOLD REFRIGERATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12BROCKWAY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13HALLGREN-SCHILDKNECHT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14R W CARDELLA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15FRANK MILLARD CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16WINGER CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17ILLOWA SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18SHEET METAL WORKERS #91
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19API
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20GERTEL METAL WORKS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21SASMI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22HENSON ROBINSON COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23TRI-STATE SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24FISHER TEST & BALANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25HORNBUCKLE HEATING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26TOTAL MAINTENANCE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27CLIMATE ENGINEERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28SCHEBLER CO INDUSTRIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29ECONOMY ARCHITECTURAL SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30LOCAL #36
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31LOCAL #219
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32LOCAL #10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt33RAGAN MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt34KALE HEATING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt35LOCAL #45
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt36SHEEDER HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt37EAST MOLINE SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt38TMI HOME WARRANTY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt39WEST RIDGE MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt40RIVER PLACE TECHNOLOGIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt41M G MCGRATH INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt42PETERSON PLUMBING & HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt43MODERN SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt44DOUGS HEATHING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt45STERLING COMMERCIAL ROOFING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt46IDEAL MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt47FACTS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART IV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE PART IV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEETMETAL WORKERS LOCAL #91 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362952946
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
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/TotalAssetsBOYAmt037118572
IRS990/TotalAssetsEOYAmt040237434
IRS990/TotalAssetsGrp/BOYAmt037118572
IRS990/TotalAssetsGrp/EOYAmt040237434
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/TotalAmt09301839
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011533307
IRS990/TotalLiabilitiesEOYAmt011748112
IRS990/TotalLiabilitiesGrp/BOYAmt011533307
IRS990/TotalLiabilitiesGrp/EOYAmt011748112
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025585265
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028489322
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt09403225
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01705825
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09408588
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011114413
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037118572
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040237434
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt025585265
IRS990/UnrestrictedNetAssetsGrp/EOYAmt028489322
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08124 42ND STREET WEST
IRS990/USAddress/CityNm0ROCK ISLAND
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061201
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SMW91.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC MEIRHAEGHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHARIMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03097870695
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL #91
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0362525679

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,237,434
Liabilities
$11,748,112
Net assets
$28,489,322
Revenue
$11,114,413
Expenses
$9,301,839
Net income
$1,812,574
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