Civic Intelligence

Sheet Metal Workers Local 7 Zone 1 Health and Welfare Plan

990 • Fiscal year 2017 • EIN 38-6099712

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

Organization ProfileN/A

View Organization Page

700 Tower Dr Ste 300 PO Box 1156Troy, MI 48099-1218

(248) 813-9800

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

13th percentile

-11%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

10th percentile

-15%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-0.8%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$4,561,147

Down $779,502 (-15%) from 2016

Net Assets

Down

$4,561,147

Down $779,502 (-15%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin13th percentile

Revenue

Down

$7,204,166

Down $55,619 (-0.8%) from 2016

Expenses

Up

$7,983,668

Up $591,340 (+8.0%) from 2016

Net Income

Down

-$779,502

Down $646,959 (-488%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$15M$10M$5.0M$0Assets 2010: $2,290,871Liabilities 2010: $0Net Assets 2010: $2,290,8712010Assets 2011: $3,831,352Liabilities 2011: $0Net Assets 2011: $3,831,3522011Assets 2012: $5,048,897Liabilities 2012: $0Net Assets 2012: $5,048,8972012Assets 2013: $5,595,751Liabilities 2013: $0Net Assets 2013: $5,595,7512013Assets 2014: $5,129,266Liabilities 2014: $0Net Assets 2014: $5,129,2662014Assets 2015: $5,473,192Liabilities 2015: $0Net Assets 2015: $5,473,1922015Assets 2016: $5,340,649Liabilities 2016: $0Net Assets 2016: $5,340,6492016Assets 2017: $4,561,147Liabilities 2017: $0Net Assets 2017: $4,561,1472017Assets 2018: $6,540,098Liabilities 2018: $1,259,987Net Assets 2018: $5,280,1112018Assets 2019: $6,271,008Liabilities 2019: $839,991Net Assets 2019: $5,431,0172019Assets 2020: $5,767,634Liabilities 2020: $0Net Assets 2020: $5,767,6342020Assets 2021: $6,751,816Liabilities 2021: $0Net Assets 2021: $6,751,8162021Assets 2022: $6,700,606Liabilities 2022: $0Net Assets 2022: $6,700,6062022Assets 2023: $7,745,104Liabilities 2023: $0Net Assets 2023: $7,745,1042023Assets 2024: $10,253,618Liabilities 2024: $0Net Assets 2024: $10,253,6182024

Highlighted filing

2017

Assets$4,561,147
Liabilities$0
Net Assets$4,561,147
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,640,3912010Expenses 2011: $6,314,2422011Expenses 2012: $5,764,0712012Revenue 2013: $7,048,369Expenses 2013: $6,501,515Net Income 2013: $546,8542013Revenue 2014: $6,965,554Expenses 2014: $7,432,039Net Income 2014: -$466,4852014Revenue 2015: $7,342,164Expenses 2015: $6,998,238Net Income 2015: $343,9262015Revenue 2016: $7,259,785Expenses 2016: $7,392,328Net Income 2016: -$132,5432016Revenue 2017: $7,204,166Expenses 2017: $7,983,668Net Income 2017: -$779,5022017Revenue 2018: $7,658,061Expenses 2018: $6,939,097Net Income 2018: $718,9642018Revenue 2019: $7,778,421Expenses 2019: $7,627,515Net Income 2019: $150,9062019Revenue 2020: $7,806,343Expenses 2020: $7,469,726Net Income 2020: $336,6172020Revenue 2021: $8,614,572Expenses 2021: $7,630,390Net Income 2021: $984,1822021Revenue 2022: $8,395,591Expenses 2022: $8,446,801Net Income 2022: -$51,2102022Revenue 2023: $10,014,809Expenses 2023: $8,970,311Net Income 2023: $1,044,4982023Revenue 2024: $12,275,493Expenses 2024: $9,766,979Net Income 2024: $2,508,5142024

Highlighted filing

2017

Revenue$7,204,166
Expenses$7,983,668
Net Income-$779,502
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$7,204,166
Mission and Program Overview

Mission

To provide medical and other benefits for members of this employees' beneficiary association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,340,649$4,561,147▼ $779,502
Rtn Earn Endowment Incm Other Fnds$5,340,649$4,561,147▼ $779,502
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,340,649$4,561,147▼ $779,502
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,340,649$4,561,147▼ $779,502
Total Liabilities and Net Assets / Fund Balance$5,340,649$4,561,147▼ $779,502
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Marvin FollowellCo-chair
Samual FullerCo-chair
David HerderTrustee
Eric FarringtonTrustee
Gary ClineTrustee
JERRY O'BRIENTrustee
James CallahanTrustee
Nick ZygadloTrustee
DEB O'CALLAGHANAdministrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Regents Of The University Of MichiganMedical ServicesPO BOX 223064, Pittsburgh, PA 15250$903,148
Bronson Methodist HospitalMedical ServicesDEPT 77928 PO BOX 77000, Detroit, MI 48277-0928$801,677
Borgess Medical CenterMedical Services3198 SOLUTION CENTER, Chicago, IL 60677-3001$710,117
Allegiance HealthMedical ServicesDEPT 64787 DRAWER 64000, Detroit, MI 48264$260,084
Sparrow HospitalMedical Services8175 RELIABLE PARKWAY, Chicago, IL 60686$176,387
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,203,801
Investment Income
$365
Other Revenue
$0
Change in Net Assets
$-779,502

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,204,166
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,204,166
Total Revenue per Form 990
$7,204,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$431,219
Salaries, Compensation, and Employee Benefits$4,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,547,546
Fees for Services Accounting---$23,770
Insurance---$21,418
Other Expenses---$21,263
Fees for Services Other---$16,852
All Other Expenses---$15,960
Office Expenses---$13,301
Fees for Services Legal---$9,500
Conferences and Meetings---$8,984
Payroll Taxes---$4,903
Occupancy---$1,856
Total Functional Expenses$0$0$0$7,983,668

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,983,668
Total Expenses per Audited Statements$7,983,668
Total Expenses per Form 990$7,983,668
Expenses Not Reported on Financial Statements$0
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
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is received by the plan administrator and legal counsel who review the return for accuracy. Upon their approval, the 990 is made available to the trustees in electronic format. After any concerns presented by the trustees are addressed, the administrator signs and files the return.”

Form 990, Part VI, Section C, Line 19

“All information is made available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 7 Zone 1
EIN
38-6099712
Phone
2488139800
Address
700 TOWER DR STE 300 PO BOX 1156, TROY, MI 48099-1218

Signing Officer

Name
DEB O'CALLAGHAN
Title
Administrator
Phone
2488139800
Signed
2018-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
DEB O'CALLAGHAN
Formed
2002
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
11

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
David M Raeck CPA
Phone
5173237500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“Sheet metal workers local 7, zone 1 health and welfare plan uses the modified cash method for the accounting method.”

Financial Statement Notes

PART X, LINE 2:

“The modified cash basis of accounting requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2017, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2014.”

Raw XML Appendix391 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/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherExpensesGrp/TotalAmt015960
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt07547546
IRS990/BooksInCareOfDetail/PersonNm0DEB O'CALLAGHAN
IRS990/BooksInCareOfDetail/PhoneNum02488139800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 TOWER DRIVE SUITE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0TROY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
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IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0903148
IRS990/ContractorCompensationGrp/CompensationAmt1801677
IRS990/ContractorCompensationGrp/CompensationAmt2710117
IRS990/ContractorCompensationGrp/CompensationAmt3260084
IRS990/ContractorCompensationGrp/CompensationAmt4176387
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 223064
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1DEPT 77928 PO BOX 77000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt23198 SOLUTION CENTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3DEPT 64787 DRAWER 64000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt48175 RELIABLE PARKWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PITTSBURGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1DETROIT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CHICAGO
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IL
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd348264
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd460686
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BRONSON METHODIST HOSPITAL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2BORGESS MEDICAL CENTER
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3ALLEGIANCE HEALTH
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4SPARROW HOSPITAL
IRS990/ContractorCompensationGrp/ServicesDesc0MEDICAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1MEDICAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2MEDICAL SERVICES
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IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt0431219
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07203801
IRS990/CYRevenuesLessExpensesAmt0-779502
IRS990/CYSalariesCompEmpBnftPaidAmt04903
IRS990/CYTotalExpensesAmt07983668
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07204166
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DescribedInSection501c3Ind00
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IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm5NICK ZYGADLO
IRS990/Form990PartVIISectionAGrp/PersonNm6SAMUAL FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm7MARVIN FOLLOWELL
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-CHAIR
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IRS990/FSAuditedInd01
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/Desc1CLAIMS PROCESSING FEES
IRS990/OtherExpensesGrp/Desc2CASE MANAGEMENT
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc1MEMBER SELF-PAY CONTRI
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0349
IRS990/PYOtherExpensesAmt0467157
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07259436
IRS990/PYRevenuesLessExpensesAmt0-132543
IRS990/PYSalariesCompEmpBnftPaidAmt05588
IRS990/PYTotalExpensesAmt07392328
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07259785
IRS990/ReconcilationRevenueExpnssAmt0-779502
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05340649
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04561147
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05340649
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04561147
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07983668
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07204166
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07983668
IRS990ScheduleD/TotalRevenuePerForm990Amt07204166
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07204166
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07983668
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS RECEIVED BY THE PLAN ADMINISTRATOR AND LEGAL COUNSEL WHO REVIEW THE RETURN FOR ACCURACY. UPON THEIR APPROVAL, THE 990 IS MADE AVAILABLE TO THE TRUSTEES IN ELECTRONIC FORMAT. AFTER ANY CONCERNS PRESENTED BY THE TRUSTEES ARE ADDRESSED, THE ADMINISTRATOR SIGNS AND FILES THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL INFORMATION IS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SHEET METAL WORKERS LOCAL 7, ZONE 1 HEALTH AND WELFARE PLAN USES THE MODIFIED CASH METHOD FOR THE ACCOUNTING METHOD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 1
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 7 ZONE 1 PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0386234066
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0700 TOWER DR STE 300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TROY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd048098
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05340649
IRS990/TotalAssetsEOYAmt04561147
IRS990/TotalAssetsGrp/BOYAmt05340649
IRS990/TotalAssetsGrp/EOYAmt04561147
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/TotalAmt07983668
IRS990/TotalGrossUBIAmt0365
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05340649
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04561147
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07203801
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07203801
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07204166
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0365
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05340649
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04561147
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0700 TOWER DR STE 300 PO BOX 1156
IRS990/USAddress/CityNm0TROY
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd0480991218
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEB O'CALLAGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02488139800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 7 ZONE 1
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0386099712
ReturnHeader/Filer/PhoneNum02488139800
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 TOWER DR STE 300 PO BOX 1156
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0480991218
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0451DD2EDF946878182A622EF21A074D8BB9991A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E48C13925EA8FA98FCB1E68033C89751E4DE1AC3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.163.63.50
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:07:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382157642
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANER COSTERISAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 E GRAND RIVER SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0489123291
ReturnHeader/PreparerPersonGrp/PhoneNum05173237500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M RAECK CPA
ReturnHeader/ReturnTs02018-11-13T13:31:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,561,147
Liabilities
$0
Net assets
$4,561,147
Revenue
$7,204,166
Expenses
$7,983,668
Net income
-$779,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.00$10.3$12.3$9.77$2.51
2023Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$10.0$8.97$1.04
2022Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$8.40$8.45$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$8.61$7.63$0.98
2020Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$7.81$7.47$0.34
2019Detailed filing. Detailed filing data is available for this year.$6.27$0.84$5.43$7.78$7.63$0.15
2018Detailed filing. Detailed filing data is available for this year.$6.54$1.26$5.28$7.66$6.94$0.72
2017Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$7.20$7.98$0.78
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$7.26$7.39$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$7.34$7.00$0.34
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$6.97$7.43$0.47
2013Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$7.05$6.50$0.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$0.00$5.05$5.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.00$3.83$6.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$7.64