Civic Intelligence

Sheet Metal Workers Local 33 Toledo Dist Sub Fund

EIN 38-2578048 • 501(c)9 • Troy, MI

View Organization Page

Profile

Provide unemployment and vacation benefits

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

81st percentile

0.19x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.56x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

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 2024

Asset Growth

58th percentile

5.8%

Faster asset growth than 58% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-1.0%

Faster revenue growth than 35% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,128,055

Up $116,072 (+5.8%) from 2023

Liabilities

Down

$394,289

Down $601 (-0.2%) from 2023

Net Assets

Up

$1,733,766

Up $116,673 (+7.2%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin68th percentile

Revenue

Down

$704,547

Down $7,371 (-1.0%) from 2023

Expenses

Up

$587,874

Up $38,185 (+6.9%) from 2023

Net Income

Down

$116,673

Down $45,556 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $662,712Liabilities 2011: $6,978Net Assets 2011: $655,7342011Assets 2012: $833,545Liabilities 2012: $12,597Net Assets 2012: $820,9482012Assets 2013: $828,492Liabilities 2013: $10,140Net Assets 2013: $818,3522013Assets 2014: $944,753Liabilities 2014: $13,185Net Assets 2014: $931,5682014Assets 2015: $1,031,538Liabilities 2015: $4,725Net Assets 2015: $1,026,8132015Assets 2016: $1,141,838Liabilities 2016: $4,461Net Assets 2016: $1,137,3772016Assets 2017: $1,389,174Liabilities 2017: $9,494Net Assets 2017: $1,379,6802017Assets 2018: $1,465,507Liabilities 2018: $7,505Net Assets 2018: $1,458,0022018Assets 2019: $1,633,645Liabilities 2019: $64,863Net Assets 2019: $1,568,7822019Assets 2020: $1,768,276Liabilities 2020: $298,711Net Assets 2020: $1,469,5652020Assets 2021: $1,932,689Liabilities 2021: $367,537Net Assets 2021: $1,565,1522021Assets 2022: $1,792,093Liabilities 2022: $337,229Net Assets 2022: $1,454,8642022Assets 2023: $2,011,983Liabilities 2023: $394,890Net Assets 2023: $1,617,0932023Assets 2024: $2,128,055Liabilities 2024: $394,289Net Assets 2024: $1,733,7662024

Highlighted filing

2024

Assets$2,128,055
Liabilities$394,289
Net Assets$1,733,766
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $256,948Expenses 2011: $110,898Net Income 2011: $146,0502011Revenue 2012: $328,481Expenses 2012: $163,267Net Income 2012: $165,2142012Revenue 2013: $288,359Expenses 2013: $290,955Net Income 2013: -$2,5962013Revenue 2014: $274,498Expenses 2014: $161,282Net Income 2014: $113,2162014Revenue 2015: $239,470Expenses 2015: $144,225Net Income 2015: $95,2452015Revenue 2016: $266,065Expenses 2016: $155,501Net Income 2016: $110,5642016Revenue 2017: $354,615Expenses 2017: $112,312Net Income 2017: $242,3032017Revenue 2018: $267,552Expenses 2018: $189,230Net Income 2018: $78,3222018Revenue 2019: $457,679Expenses 2019: $346,899Net Income 2019: $110,7802019Revenue 2020: $556,524Expenses 2020: $655,741Net Income 2020: -$99,2172020Revenue 2021: $622,252Expenses 2021: $526,665Net Income 2021: $95,5872021Revenue 2022: $478,814Expenses 2022: $589,102Net Income 2022: -$110,2882022Revenue 2023: $711,918Expenses 2023: $549,689Net Income 2023: $162,2292023Revenue 2024: $704,547Expenses 2024: $587,874Net Income 2024: $116,6732024

Highlighted filing

2024

Revenue$704,547
Expenses$587,874
Net Income$116,673
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,128,055
Liabilities
$394,289
Net assets
$1,733,766
Revenue
$704,547
Expenses
$587,874
Net income
$116,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.39$1.73$0.70$0.59$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.39$1.62$0.71$0.55$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.79$0.34$1.45$0.48$0.59$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.37$1.57$0.62$0.53$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.30$1.47$0.56$0.66$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.06$1.57$0.46$0.35$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.46$0.27$0.19$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.35$0.11$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.27$0.16$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.24$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.27$0.16$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.01$0.82$0.29$0.29$0.00
2012Summary only. Only limited summary data is available for this year.$0.83$0.01$0.82$0.33$0.16$0.17
2011Summary only. Only limited summary data is available for this year.$0.66$0.01$0.66$0.26$0.11$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 22, 2025
Return Version
2024v5.2
Gross Receipts
$1,022,961
Mission and Program Overview

Mission

Provide unemployment benefits

Provide unemployment and vacation benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,617,093$1,733,766▲ $116,673
Investments in Publicly Traded Securities$1,341,170$1,401,455▲ $60,285
Cash and Non-Interest-Bearing Accounts$550,116$617,838▲ $67,722
Accounts Receivable$114,908$102,114▼ $12,794
Prepaid Expenses and Deferred Charges$1,408$1,733▲ $325
Total Assets$2,011,983$2,128,055▲ $116,072
Other Assets Total$4,381$4,915▲ $534
Liabilities
Other Liabilities$390,949$388,182▼ $2,767
Accounts Payable and Accrued Expenses$3,941$6,107▲ $2,166
Total Liabilities$394,890$394,289▼ $601
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,617,093$1,733,766▲ $116,673
Total Liabilities and Net Assets / Fund Balance$2,011,983$2,128,055▲ $116,072
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Chris MonaghanTrustee
Craig GabelTrustee
Kevin BoekeTrustee
Kurt DealTrustee
Matt CherryTrustee
Michael GarberTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$637,068
Investment Income
$69,150
Other Revenue
$-1,671
Change in Net Assets
$116,673

Audited Revenue Reconciliation

Revenue per Audited Statements
$704,547
Total Revenue per Audited Statements
$704,547
Total Revenue per Form 990
$704,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,756
Salaries, Compensation, and Employee Benefits$1,817
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$520,301--$520,301
Other Expenses$36,514$0$0$36,514
Fees for Services Legal$9,896$0$0$9,896
Fees for Services Accounting$5,300$0$0$5,300
Insurance$4,324$0$0$4,324
Fees for Service Investment Mgmnt Fees$4,031$0$0$4,031
Conferences and Meetings$3,093$0$0$3,093
Office Expenses$2,598$0$0$2,598
Payroll Taxes$1,817$0$0$1,817
Total Functional Expenses$587,874$0$0$587,874

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$587,874
Total Expenses per Audited Statements$587,874
Total Expenses per Form 990$587,874
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
Vacation Benefits payable$375,857
SUB Benefits payable$12,325
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 33 Toledo Dist SUB Fund
EIN
38-2578048
Phone
2488139800
Address
700 Tower Drive, Troy, MI 48098-2808

Signing Officer

Name
Kurt Deal
Title
Trustee/Officer
Phone
2488139800
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt Deal
Formed
1986
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Wrubel Wesley & Company Cpas
Address
320 E Big Beaver Rd Suite 185, TROY, MI 48083
Preparer
Douglas M Wesley CPA
Phone
2488550337
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The trustees are provided form 990 at their meeting with the paid preparer present to address any questions then the form is reviewed by the trustees and signed.”

Other

“Pt V, Line 2a, number of employees: the plan has no employees, however, certain disability benefit payments require withholding taxes which require a form W-2 be prepared and filed.”

Pt VI, Line 7A

“The trustees are comprised of three union which are appointed by Sheet Metal Workers Local #33 and three employer which are appointed by the Contractors Association.”

Raw XML AppendixShowing 400 of 630 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/Desc0SUB Benefits payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Vacation Benefits payable
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IRS990ScheduleD/TotalLiabilityAmt0388182
IRS990ScheduleD/TotalRevenuePerForm990Amt0704547
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trustees are provided form 990 at their meeting with the paid preparer present to address any questions then the form is reviewed by the trustees and signed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Pt V, Line 2a, number of employees: the plan has no employees, however, certain disability benefit payments require withholding taxes which require a form W-2 be prepared and filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The trustees are comprised of three union which are appointed by Sheet Metal Workers Local #33 and three employer which are appointed by the Contractors Association.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2HVAC CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4HVAC CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6HVAC CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7Roofing Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt10HVAC Company
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt17HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt18HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt19HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt20Roofing Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt21HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt22HVAC CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt23HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt24HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt25N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt26HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0API Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Gem Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Allied Ventilation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3NBI Construction Services
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Alloyd Insulatiion Co
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Core Mechanical Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6Giffin Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7Fred Christen & Sons
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8Comercial Comfort Systems
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9Cross Heating & Cooling
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10Toledo Tin Knockers
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11Enviro-aire Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12VM Systems
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13HM White
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14Holgate Metal Fab

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