Civic Intelligence

Sheet Metal Workers Local Union No 1 Welfare Trust Fund

990 • Fiscal year 2014 • EIN 37-0810664

Mar 01, 2013 to Feb 28, 2014 • Filed on Dec 12, 2014

Organization ProfileN/A

View Organization Page

9045 E 59th St46216

(317) 554-9000

Siviq Scores

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

Liabilities / Assets

90th percentile

0.63x

Higher debt load relative to assets than 90% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

98th percentile

1.50x

Higher debt load relative to revenue than 98% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

30th percentile

-3.2%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets90th percentile

Assets

$12,494,919

No earlier filing loaded for comparison.

Net Assets

$4,672,002

No earlier filing loaded for comparison.

Liabilities

$7,822,917

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin69th percentile

Revenue

$5,221,736

No earlier filing loaded for comparison.

Expenses

$4,614,104

No earlier filing loaded for comparison.

Net Income

$607,632

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $12,494,919Liabilities 2014: $7,822,917Net Assets 2014: $4,672,0022014Assets 2016: $13,444,746Liabilities 2016: $7,708,374Net Assets 2016: $5,736,3722016Assets 2017: $13,262,888Liabilities 2017: $8,104,284Net Assets 2017: $5,158,6042017Assets 2020: $15,147,052Liabilities 2020: $8,328,362Net Assets 2020: $6,818,6902020Assets 2021: $16,574,464Liabilities 2021: $9,569,723Net Assets 2021: $7,004,7412021Assets 2022: $17,516,296Liabilities 2022: $3,042,366Net Assets 2022: $14,473,9302022Assets 2025: $15,093,468Liabilities 2025: $1,032,277Net Assets 2025: $14,061,1912025

Highlighted filing

2014

Assets$12,494,919
Liabilities$7,822,917
Net Assets$4,672,002
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2014: $5,221,736Expenses 2014: $4,614,104Net Income 2014: $607,6322014Revenue 2016: $6,145,856Expenses 2016: $4,696,556Net Income 2016: $1,449,3002016Revenue 2017: $6,336,471Expenses 2017: $7,214,155Net Income 2017: -$877,6842017Revenue 2020: $7,061,255Expenses 2020: $6,701,365Net Income 2020: $359,8902020Revenue 2021: $7,597,710Expenses 2021: $7,589,440Net Income 2021: $8,2702021Revenue 2022: $7,669,624Expenses 2022: $17,262Net Income 2022: $7,652,3622022Revenue 2025: $9,315,865Expenses 2025: $9,713,430Net Income 2025: -$397,5652025

Highlighted filing

2014

Revenue$5,221,736
Expenses$4,614,104
Net Income$607,632
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2013 to Feb 28, 2014
Signed
Dec 12, 2014
Return Version
2013v3.0
Gross Receipts
$11,802,415
Mission and Program Overview

Mission

The plan provides health benefits (hospital, surgical, major medical, rx, short-term disability and vision care) for participants and their dependents

Provides medical care coverage for members of sheet metal workers local no. 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,929,432$8,212,972▼ $716,460
Savings and Temporary Cash Investments$3,513,943$3,268,786▼ $245,157
Cash and Non-Interest-Bearing Accounts$548,936$478,048▼ $70,888
Accounts Receivable$471,175$419,620▼ $51,555
Prepaid Expenses and Deferred Charges$42,636$71,079▲ $28,443
Total Assets$13,552,523$12,494,919▼ $1,057,604
Other Assets Total$46,401$44,414▼ $1,987
Liabilities
Other Liabilities$9,308,788$7,812,866▼ $1,495,922
Accounts Payable and Accrued Expenses$5,116$6,403▲ $1,287
Deferred Revenue$3,721$3,648▼ $73
Total Liabilities$9,317,625$7,822,917▼ $1,494,708
Net Assets / Fund Balance
Unrestricted Net Assets$4,234,898$4,672,002▲ $437,104
Total Net Assets Fund Balance$4,234,898$4,672,002▲ $437,104
Total Liabilities and Net Assets / Fund Balance$13,552,523$12,494,919▼ $1,057,604
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Jeff LeroyChairman
Jay HarmsTrustee
Joseph GenusaTrustee
Mark Sceggel - PastTrustee
Robert McgrathTrustee
Scott CicciarelliTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,009,487
Investment Income
$211,804
Other Revenue
$445
Change in Net Assets
$607,632

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,191,492
Revenue Not Reported on Financial Statements
$30,244
Revenue Not Reported on Form 990
$-170,528
Total Revenue per Audited Statements
$5,020,964
Total Revenue per Form 990
$5,221,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,553
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,311,551
Fees for Services Other---$200,035
Fees for Service Investment Mgmnt Fees---$30,244
Fees for Services Legal---$29,140
Fees for Services Accounting---$26,523
Insurance---$8,899
Office Expenses---$6,902
Other Expenses---$810
Total Functional Expenses$0$0$0$4,614,104

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,079,782
Total Expenses per Audited Statements$6,079,782
Total Expenses per Form 990$4,614,104
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-1,465,678
Other Expense Adjustments$-1,495,922
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$7,445,566
Claims Payable$367,300
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The plan's board of trustees has contracted healthscope benefits to act as third party administrator and claims processor. They perform all day-to-day managerial and administrative duties.”

Form 990, Part VI, Section B, Line 11

“The chairman receives and reviews the 990 before it is signed and filed.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
37-0810664
Phone
3175549000

Signing Officer

Name
Jeff Leroy
Title
Chairman
Phone
3175549000
Signed
2014-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Cicciarelli
Formed
1961
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
19
Volunteers
0

Preparer

Preparer
Diana Desmit
Phone
3096822001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

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

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in claims payable expense change in accumulated eligibliity expense”

Raw XML AppendixShowing 400 of 422 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05116
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06403
IRS990/AccountsReceivableGrp/BOYAmt0471175
IRS990/AccountsReceivableGrp/EOYAmt0419620
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES MEDICAL CARE COVERAGE FOR MEMBERS OF SHEET METAL WORKERS LOCAL NO. 1
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt04311551
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10HEALTHSCOPE BENEFITS
IRS990/BooksInCareOfDetail/PhoneNum03175549000
IRS990/BooksInCareOfDetail/USAddress/AddressLine109045 E 59TH ST
IRS990/BooksInCareOfDetail/USAddress/City0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/State0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCode046216
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0548936
IRS990/CashNonInterestBearingGrp/EOYAmt0478048
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04311551
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0211804
IRS990/CYOtherExpensesAmt0302553
IRS990/CYOtherRevenueAmt0445
IRS990/CYProgramServiceRevenueAmt05009487
IRS990/CYRevenuesLessExpensesAmt0607632
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04614104
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05221736
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03721
IRS990/DeferredRevenueGrp/EOYAmt03648
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDE HEALTH BENEFITS FOR PARTICIPANTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt019
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt026523
IRS990/FeesForServicesLegalGrp/TotalAmt029140
IRS990/FeesForServicesOtherGrp/TotalAmt0200035
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030244
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT CICCIARELLI
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK SCEGGEL - PAST
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH GENUSA
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT MCGRATH
IRS990/Form990PartVIISectionAGrp/PersonNm4JAY HARMS
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF LEROY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt012081
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06592760
IRS990/GrossReceiptsAmt011802415
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt08899
IRS990/InvestmentIncomeGrp/ExclusionAmt0199723
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0199723
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08929432
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08212972
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06580679
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES HEALTH BENEFITS (HOSPITAL, SURGICAL, MAJOR MEDICAL, RX, SHORT-TERM DISABILITY AND VISION CARE) FOR PARTICIPANTS AND THEIR DEPENDENTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04234898
IRS990/NetAssetsOrFundBalancesEOYAmt04672002
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012081
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012081
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-170528
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt06902
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt046401
IRS990/OtherAssetsTotalGrp/EOYAmt044414
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0810
IRS990/OtherLiabilitiesGrp/BOYAmt09308788
IRS990/OtherLiabilitiesGrp/EOYAmt07812866
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0GRIEVANCE SETTLEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0445
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0445
IRS990/OtherRevenueTotalAmt0445
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042636
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt071079
IRS990/PrincipalOfficerNm0SCOTT CICCIARELLI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04923680
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt185807
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04923680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt185807
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05741130
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0348426
IRS990/PYOtherExpensesAmt0323635
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05922214
IRS990/PYRevenuesLessExpensesAmt0205875
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06064765
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06270640
IRS990/ReconcilationRevenueExpnssAmt0607632
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03513943
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03268786
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-1465678
IRS990ScheduleD/ExpensesSubtotalAmt06079782
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030244
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030244
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-170528
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-1495922
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0367300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17445566
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY
IRS990ScheduleD/RevenueNotReportedAmt0-170528
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030244
IRS990ScheduleD/RevenueSubtotalAmt05191492
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS NO TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE REPORTING DATE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CLAIMS PAYABLE EXPENSE CHANGE IN ACCUMULATED ELIGIBLIITY EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt04614104
IRS990ScheduleD/TotalLiabilityAmt07812866
IRS990ScheduleD/TotalRevenuePerForm990Amt05221736
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05020964
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06079782
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S BOARD OF TRUSTEES HAS CONTRACTED HEALTHSCOPE BENEFITS TO ACT AS THIRD PARTY ADMINISTRATOR AND CLAIMS PROCESSOR. THEY PERFORM ALL DAY-TO-DAY MANAGERIAL AND ADMINISTRATIVE DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHAIRMAN RECEIVES AND REVIEWS THE 990 BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10A & R MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11ARCHVIEW METAL SYSTEMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12ARMOR METAL FAB
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13ARMSTRONG HTG & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14BASSETT MECHANICAL (OTTAW
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine15BPI TESTING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine16BRAND ENERGY SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine17CHAPMAN'S MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine18CONRAD SHEETMETAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine19CORDTS HTG & AC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine110CRAWFORD COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine111DAVE ROTH MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine112DIVERSIFIED SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine113DODSON PLUMBING & HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine114DUMONT COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine115EL PRUITT CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine116EAGLE VENTILIATION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine117EAST IOWA DECKS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine118ENTEC SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine119FLO-TECH MECH SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine120FRITCH HEATING & COOLING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine121G & B MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine122GP SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine123GARBER HEATING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine124HARDESTY HEATING & COOLIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine125HARDIN SIGNS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine126HENSON ROBINSON CO(PEORIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine127HERMES SERVICE & SALES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine128HILL MECHANICAL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine129HOMETOWN HTG & COOLING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine130IL CERTIFIED TESTING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine131ILLINOIS MECH SRV &
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine132J B CONTRACTING CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine133J A FRITCH & SONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine134JOHN'S SERVICE & SALES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine135KIMPLING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine136KIRK & BLUM MFG CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine137KREILING ROOFING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine138LANE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine139MARSEILLES SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine140MASTERS WILLIAM INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine141MECHANICAL SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine142MEISTER HEATING & AC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine143METALMASTER ROOFMASTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine144MODERN SHEET METAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine145MONTEFUSCO HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine146MUCCI & KIRKPATRICK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine147NATIONS ROOF NORTH LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine148NESTEROWICZ & ASSOC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine149PEORIA RFG & RESTORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine150PIPCO COMPANY LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine151RUYLE CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine152SBC HEATING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine153SCHMITT REFRIG AC & HTG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine154SERVCO EQUIPMENT CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine155SOUTHERN AIR TESTBALANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine156STANDARD HEATING &
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine157STANDARD SHEETMETAL WORKS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine158STONE & WEBSTER CONST INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine159STORAGE & DESIGN GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine160TEMCO HTG & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine161TRI-CITY SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine162US MECHANICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine163UNION ROOFING CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine164WAREHOUSE DESIGN & SERV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine165WIESBROOK SHEET METALINC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine166WYMAN ROOFING & SHEET MET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10SEE PARTS IV AND VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SHEET METAL LOCAL 219
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11SHEET METAL WORKERS #91
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12SHEET METAL WORKERS JATC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13SHEETMETAL LOCAL 00091
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine14SHEETMETAL WORKERS #1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(5)
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THIS PLAN IS A VEBA EXEMPT TRUST UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE 2013 INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN HAS LISTED ALL SUCH PARTIES IN PARTS II AND IV OF SCHEDULE R. THE PLAN DOES NOT KNOW THE TAX STATUS OF EVERY CONTRIBUTING EMLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II AND IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013552523
IRS990/TotalAssetsEOYAmt012494919
IRS990/TotalAssetsGrp/BOYAmt013552523
IRS990/TotalAssetsGrp/EOYAmt012494919
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/TotalAmt04614104
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09317625
IRS990/TotalLiabilitiesEOYAmt07822917
IRS990/TotalLiabilitiesGrp/BOYAmt09317625
IRS990/TotalLiabilitiesGrp/EOYAmt07822917
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04234898
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04672002
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05009487
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0211804
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05009932
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05221736
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013552523
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012494919
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04234898
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04672002
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine109045 E 59TH ST
IRS990/USAddress/City0INDIANAPOLIS
IRS990/USAddress/State0IN
IRS990/USAddress/ZIPCode046216
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF LEROY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03175549000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHEET METAL WORKERS LOCAL UNION NO 1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,494,919
Liabilities
$7,822,917
Net assets
$4,672,002
Revenue
$5,221,736
Expenses
$4,614,104
Net income
$607,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$1.03$14.1$9.32$9.71$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$3.04$14.5$7.67$0.02$7.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$9.57$7.00$7.60$7.59$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$8.33$6.82$7.06$6.70$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$8.10$5.16$6.34$7.21$0.88
2016Detailed filing. Detailed filing data is available for this year.$13.4$7.71$5.74$6.15$4.70$1.45
2014Detailed filing. Detailed filing data is available for this year.$12.5$7.82$4.67$5.22$4.61$0.61