Civic Intelligence

Sheet Metal Workers Local 7 Zone 3 Welfare Fund

EIN 38-1449784 • 501(c)9 • Troy, MI

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Profile

To provide health care benefits under a multi-employer collectively bargained plan.

700 Tower DriveTroy, MI 48098-2808

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.16x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$2,697,489

Up $636,666 (+31%) from 2024

Liabilities

Down

$438,525

Down $67,275 (-13%) from 2024

Net Assets

Up

$2,258,964

Up $703,941 (+45%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin61st percentile

Revenue

Up

$4,924,797

Up $566,021 (+13%) from 2024

Expenses

Down

$4,509,389

Down $290,747 (-6.1%) from 2024

Net Income

Up

$415,408

Up $856,768 (+194%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,290,344Liabilities 2011: $151,492Net Assets 2011: $3,138,8522011Assets 2012: $2,876,712Liabilities 2012: $74,895Net Assets 2012: $2,801,8172012Assets 2013: $2,919,115Liabilities 2013: $55,817Net Assets 2013: $2,863,2982013Assets 2014: $2,906,966Liabilities 2014: $43,186Net Assets 2014: $2,863,7802014Assets 2015: $2,797,143Liabilities 2015: $114,365Net Assets 2015: $2,682,7782015Assets 2016: $2,874,645Liabilities 2016: $467,889Net Assets 2016: $2,406,7562016Assets 2017: $2,591,533Liabilities 2017: $516,021Net Assets 2017: $2,075,5122017Assets 2018: $2,457,646Liabilities 2018: $422,231Net Assets 2018: $2,035,4152018Assets 2019: $2,020,973Liabilities 2019: $265,760Net Assets 2019: $1,755,2132019Assets 2020: $2,372,675Liabilities 2020: $274,810Net Assets 2020: $2,097,8652020Assets 2021: $2,420,010Liabilities 2021: $569,568Net Assets 2021: $1,850,4422021Assets 2022: $1,867,349Liabilities 2022: $672,402Net Assets 2022: $1,194,9472022Assets 2023: $1,976,262Liabilities 2023: $543,402Net Assets 2023: $1,432,8602023Assets 2024: $2,060,823Liabilities 2024: $505,800Net Assets 2024: $1,555,0232024Assets 2025: $2,697,489Liabilities 2025: $438,525Net Assets 2025: $2,258,9642025

Highlighted filing

2025

Assets$2,697,489
Liabilities$438,525
Net Assets$2,258,964
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,275,7362011Expenses 2012: $3,409,4512012Revenue 2013: $2,796,775Expenses 2013: $2,735,294Net Income 2013: $61,4812013Revenue 2014: $2,929,505Expenses 2014: $2,929,023Net Income 2014: $4822014Revenue 2015: $3,032,087Expenses 2015: $3,213,089Net Income 2015: -$181,0022015Revenue 2016: $3,048,973Expenses 2016: $3,324,995Net Income 2016: -$276,0222016Revenue 2017: $3,057,330Expenses 2017: $3,388,575Net Income 2017: -$331,2452017Revenue 2018: $3,343,866Expenses 2018: $3,383,963Net Income 2018: -$40,0972018Revenue 2019: $3,497,547Expenses 2019: $3,777,749Net Income 2019: -$280,2022019Revenue 2020: $3,484,746Expenses 2020: $3,142,094Net Income 2020: $342,6522020Revenue 2021: $3,686,944Expenses 2021: $3,934,367Net Income 2021: -$247,4232021Revenue 2022: $3,092,759Expenses 2022: $4,048,254Net Income 2022: -$955,4952022Revenue 2023: $3,311,059Expenses 2023: $4,190,147Net Income 2023: -$879,0882023Revenue 2024: $4,358,776Expenses 2024: $4,800,136Net Income 2024: -$441,3602024Revenue 2025: $4,924,797Expenses 2025: $4,509,389Net Income 2025: $415,4082025

Highlighted filing

2025

Revenue$4,924,797
Expenses$4,509,389
Net Income$415,408
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,697,489
Liabilities
$438,525
Net assets
$2,258,964
Revenue
$4,924,797
Expenses
$4,509,389
Net income
$415,408
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.70$0.44$2.26$4.92$4.51$0.42
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.51$1.56$4.36$4.80$0.44
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.54$1.43$3.31$4.19$0.88
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.67$1.19$3.09$4.05$0.96
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.57$1.85$3.69$3.93$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.27$2.10$3.48$3.14$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.27$1.76$3.50$3.78$0.28
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.42$2.04$3.34$3.38$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.52$2.08$3.06$3.39$0.33
2016Detailed filing. Detailed filing data is available for this year.$2.87$0.47$2.41$3.05$3.32$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.11$2.68$3.03$3.21$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.04$2.86$2.93$2.93$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.06$2.86$2.80$2.74$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.07$2.80$3.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.15$3.14$3.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 5, 2026
Return Version
2024v5.2
Gross Receipts
$4,924,797
Mission and Program Overview

Mission

To provide health care benefits under a multi-employer collectively bargained plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,555,023$2,258,964▲ $703,941
Investments in Publicly Traded Securities$1,175,509$1,264,633▲ $89,124
Cash and Non-Interest-Bearing Accounts$471,311$939,965▲ $468,654
Accounts Receivable$351,933$487,687▲ $135,754
Prepaid Expenses and Deferred Charges$62,070$5,204▼ $56,866
Total Assets$2,060,823$2,697,489▲ $636,666
Liabilities
Accounts Payable and Accrued Expenses$505,800$438,525▼ $67,275
Total Liabilities$505,800$438,525▼ $67,275
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,555,023$2,258,964▲ $703,941
Total Liabilities and Net Assets / Fund Balance$2,060,823$2,697,489▲ $636,666
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Chris McFarlandChairman
Chris StockwellTrustee
John AmalfitanoTrustee
Joseph DotsonTrustee
Kevin WendlingTrustee
Robert AdamsTrustee
Sue LeiteltTrustee
Clay CookeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,823,027
Investment Income
$69,665
Other Revenue
$32,105
Change in Net Assets
$415,408

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,924,797
Total Revenue per Audited Statements
$4,924,797
Total Revenue per Form 990
$4,924,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$265,690
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$4,243,699--$4,243,699
Fees for Services Other$127,777$0$0$127,777
Office Expenses$89,606$0$0$89,606
Fees for Services Legal$21,568$0$0$21,568
Fees for Services Accounting$10,930$0$0$10,930
Insurance$9,497$0$0$9,497
Conferences and Meetings$3,855$0$0$3,855
Fees for Service Investment Mgmnt Fees$2,457$0$0$2,457
Total Functional Expenses$4,509,389$0$0$4,509,389

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,608,362
Expenses per Audited Statements$4,509,389
Total Expenses per Form 990$4,509,389
Expenses Not Reported on Form 990$98,973
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local #7Zone #3 Welfare Fund
EIN
38-1449784
Phone
2488139800
Address
700 Tower Drive, Troy, MI 48098-2808

Signing Officer

Name
Chris McFarland
Title
Chairman
Phone
2488139800
Signed
2026-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris McFarland
Formed
1955
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
0
Employees
15
Volunteers
0

Preparer

Firm
Wesley Haddad & Company LLC
Address
320 E Big Beaver Rd Ste 185, Troy, MI 48083
Preparer
Douglas M Wesley CPA
Phone
2488550337
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

“Employer Association appoints trustees, union members elect union trustees.”

Pt VI, Line 11B

“At trustees meeting, the annual audit and form 990 are reviewed by the trustees with the Plans certified public accountant present. After review and any questions, form 990 is approved fort submission.”

Other

“Part V Page #5 Number of employees reported on form W-3: The fund has no employees, however, must report disability benefits paid to participants on form W-2 and W-3.”

Other

“Part XI Page 12 Line 9: Transfer from 401(H) account.”

Financial Statement Notes

Pt XII, Line 2D

“Decrease in claims payable.”

Raw XML AppendixShowing 400 of 661 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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IRS990/PYInvestmentIncomeAmt043998
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IRS990/PYTotalRevenueAmt04358776
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02258964
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt098973
IRS990ScheduleD/ExpensesSubtotalAmt04509389
IRS990ScheduleD/OtherExpensesIncludedAmt098973
IRS990ScheduleD/RevenueSubtotalAmt04924797
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Decrease in claims payable.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII, Line 2d
IRS990ScheduleD/TotalExpensesPerForm990Amt04509389
IRS990ScheduleD/TotalRevenuePerForm990Amt04924797
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04924797
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04608362
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Employer Association appoints trustees, union members elect union trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1At trustees meeting, the annual audit and form 990 are reviewed by the trustees with the Plans certified public accountant present. After review and any questions, form 990 is approved fort submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Part V Page #5 Number of employees reported on form W-3: The fund has no employees, however, must report disability benefits paid to participants on form W-2 and W-3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Part XI Page 12 Line 9: Transfer from 401(H) account.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Wendling Sheet Metal
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Wendling Sheet Metal Tennessee
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Exterior Metals
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3A & B Plumbing & Heating
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Dee Cramer Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Cooke Sheet Metal Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6National Roofing & Sheet Metal
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7K & R Metal Engineers Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8RBI Mechanical Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9Smillie Plumbing & Heating Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10Hurst Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11Warren Systems Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12Allied Mechanical Services
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13Hi-Tech Test & Balance
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14ATI Group
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15Best Impressions Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16Atlantic Plant Maintenance
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17ACKlopf

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