Civic Intelligence

Sheet Metal Workers Local No 33 Toledo Dist Supp Unemp Bene Fund

990 • Fiscal year 2017 • EIN 38-2578048

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 17, 2018

Organization ProfileN/A

View Organization Page

700 Tower DriveTroy, MI 48098-2808

(248) 813-9800

Siviq Scores

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

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.03x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

33%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,389,174

Up $247,336 (+22%) from 2016

Net Assets

Up

$1,379,680

Up $242,303 (+21%) from 2016

Liabilities

Up

$9,494

Up $5,033 (+113%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin94th percentile

Revenue

Up

$354,615

Up $88,550 (+33%) from 2016

Expenses

Down

$112,312

Down $43,189 (-28%) from 2016

Net Income

Up

$242,303

Up $131,739 (+119%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$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

2017

Assets$1,389,174
Liabilities$9,494
Net Assets$1,379,680
Open 2017 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$354,615
Expenses$112,312
Net Income$242,303
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 17, 2018
Return Version
2017v2.2
Gross Receipts
$730,907
Mission and Program Overview

Mission

Provide unemployment benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,137,377$1,379,680▲ $242,303
Investments in Publicly Traded Securities$756,083$1,009,471▲ $253,388
Cash and Non-Interest-Bearing Accounts$338,593$321,329▼ $17,264
Accounts Receivable$44,272$55,463▲ $11,191
Total Assets$1,141,838$1,389,174▲ $247,336
Other Assets Total$2,890$2,911▲ $21
Liabilities
Other Liabilities$1,041$5,932▲ $4,891
Accounts Payable and Accrued Expenses$3,420$3,562▲ $142
Total Liabilities$4,461$9,494▲ $5,033
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,137,377$1,379,680▲ $242,303
Total Liabilities and Net Assets / Fund Balance$1,141,838$1,389,174▲ $247,336
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Chris MonaghanTrustee
Corey BeaubienTrustee
Craig GabelTrustee
Kevin SmithTrustee
Kurt DealTrustee
Mary GregoryTrustee
Mathew HeyrmanTrustee
Matt CherryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$298,705
Investment Income
$34,456
Other Revenue
$21,454
Change in Net Assets
$242,303

Audited Revenue Reconciliation

Revenue per Audited Statements
$354,615
Total Revenue per Audited Statements
$354,615
Total Revenue per Form 990
$354,615
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,935
Salaries, Compensation, and Employee Benefits$1,937
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$62,440--$62,440
Other Expenses$26,634$0$0$26,634
Fees for Services Legal$7,131$0$0$7,131
Fees for Services Accounting$4,800$0$0$4,800
Office Expenses$3,554$0$0$3,554
Insurance$3,003$0$0$3,003
Fees for Service Investment Mgmnt Fees$2,354$0$0$2,354
Payroll Taxes$1,937$0$0$1,937
Conferences and Meetings$459$0$0$459
Total Functional Expenses$112,312$0$0$112,312

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$112,312
Total Expenses per Audited Statements$112,312
Total Expenses per Form 990$112,312
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefits payable$5,500
Payroll withholding taxes$432
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
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
Chris Monaghan
Title
Trustee / Chairman
Phone
2488139800
Signed
2018-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Monaghan
Formed
1986
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
0

Preparer

Firm
Wrubel Wesley & Company Cpas
Address
100 East Big Beaver suite 330, 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.”

Form 990EZ, Part I, Line 8

“Unrealized appreciation in fair”

Form 990EZ, Part I, Line 8

“value of investments”

Form 990EZ, Part I, Line 16

“Third Party Administrator fees”

Form 990EZ, Part I, Line 16

“Insurance”

Form 990EZ, Part I, Line 16

“Meetings”

Form 990EZ, Part I, Line 16

“Investment manager fees”

Form 990EZ, Part I, Line 16

“Payroll taxes”

Form 990EZ, Part II, Line 24

“Accounts Receivable”

Form 990EZ, Part II, Line 24

“Prepaids”

Form 990EZ, Part II, Line 24

“Investments (at fair value)”

Form 990EZ, Part II, Line 24

“Accrued investment income”

Form 990EZ, Part II, Line 26

“Accounts Payable & Accrued Expenses”

Raw XML AppendixShowing 400 of 632 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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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/ExplanationTxt2Unrealized appreciation in fair
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3value of investments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Third Party Administrator fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Investment manager fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll taxes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaids
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Investments (at fair value)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accrued investment income
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Payable & Accrued Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN31262564390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN32341006391
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN33381167520
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10NY
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HVAC CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7HVAC Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Alliance Air Conditioning
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Aerodynamics Inspecting
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2API Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3Allterior Building Solutions
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Crown Corr Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Applegate Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6Air Concepts
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7Fred Christen & Sons
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8Comercial Comfort Systems
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9Cross Heating & Cooling
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10Industrial Contractors
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11Enviro-aire Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12VM Systems
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13Frische Mullin Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14Holgate Metal Fab
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15Hoffman & Harpst Co
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16Vintage Heating & Air
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17JL Mechanical Services
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18Kool Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19M & M HVAC Installation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20Nordmann Roofing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21Noron Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22Waterville Sheet Metal Co Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23NBI Services Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24Northwest Custom Mechanical
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25Okuley Heating & Air Conditioning
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26Ontario Mechanical
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27BA Romines Sheet Metal
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28Sieb Plumbing & Heating
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29Sperling Heating & Ventilation

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,389,174
Liabilities
$9,494
Net assets
$1,379,680
Revenue
$354,615
Expenses
$112,312
Net income
$242,303
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $1M-$5M nonprofits