Civic Intelligence

Sheet Metal Workers Local 7 Zone 1 Health and Welfare Plan

990 • Fiscal year 2019 • EIN 38-6099712

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

70th percentile

0.13x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.11x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

20th percentile

-4.1%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

1.6%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$6,271,008

Down $269,090 (-4.1%) from 2018

Net Assets

Up

$5,431,017

Up $150,906 (+2.9%) from 2018

Liabilities

Down

$839,991

Down $419,996 (-33%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin45th percentile

Revenue

Up

$7,778,421

Up $120,360 (+1.6%) from 2018

Expenses

Up

$7,627,515

Up $688,418 (+9.9%) from 2018

Net Income

Down

$150,906

Down $568,058 (-79%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2019

Assets$6,271,008
Liabilities$839,991
Net Assets$5,431,017
Open 2019 Filing

Operations Trend

Revenue Growth41st 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

2019

Revenue$7,778,421
Expenses$7,627,515
Net Income$150,906
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$7,778,421
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$6,368,728$6,075,266▼ $293,462
Rtn Earn Endowment Incm Other Fnds$5,280,111$5,431,017▲ $150,906
Prepaid Expenses and Deferred Charges$163,000$195,742▲ $32,742
Accounts Receivable$8,370--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,540,098$6,271,008▼ $269,090
Liabilities
Accounts Payable and Accrued Expenses$1,259,987$839,991▼ $419,996
Total Liabilities$1,259,987$839,991▼ $419,996
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,280,111$5,431,017▲ $150,906
Total Liabilities and Net Assets / Fund Balance$6,540,098$6,271,008▼ $269,090
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
David HerderCo-chair
Samual FullerCo-chair
Brett WaltersTrustee
Eric FarringtonTrustee
JERRY O'BRIENTrustee
James CallahanTrustee
Nick ZygadloTrustee
Paul BurchfieldTrustee
Danette SearsAdministrator (began 2/2020)
DEB O'CALLAGHANAdministrator (ended 2/2020)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,775,384
Investment Income
$3,037
Other Revenue
$0
Change in Net Assets
$150,906

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,778,421
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,778,421
Total Revenue per Form 990
$7,778,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$623,332
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---$7,004,183
Fees for Services Legal---$67,086
Fees for Services Accounting---$25,084
Insurance---$19,606
Fees for Services Other---$14,139
Office Expenses---$5,226
Conferences and Meetings---$2,979
Occupancy---$2,140
Other Expenses---$149
Total Functional Expenses$0$0$0$7,627,515

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,627,515
Total Expenses per Audited Statements$7,627,515
Total Expenses per Form 990$7,627,515
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 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

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
Danette Sears
Title
Administrator
Phone
2488139800
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danette Sears
Formed
2002
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Zachary Skrzyniarz 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, 2019, 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 2017.”

Raw XML Appendix374 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/BOYAmt01259987
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0839991
IRS990/AccountsReceivableGrp/BOYAmt08370
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL AND OTHER BENEFITS FOR MEMBERS OF THIS EMPLOYEES' BENEFICIARY ASSOCIATION.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt07004183
IRS990/BooksInCareOfDetail/PersonNm0DANETTE SEARS
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IRS990/BooksInCareOfDetail/USAddress/CityNm0TROY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
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IRS990/CollectionsOfArtInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DescribedInSection501c3Ind00
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IRS990/EmployeeCnt00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES CALLAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm2BRETT WALTERS
IRS990/Form990PartVIISectionAGrp/PersonNm3JERRY O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL BURCHFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm5NICK ZYGADLO
IRS990/Form990PartVIISectionAGrp/PersonNm6SAMUAL FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID HERDER
IRS990/Form990PartVIISectionAGrp/PersonNm8DEB O'CALLAGHAN
IRS990/Form990PartVIISectionAGrp/PersonNm9DANETTE SEARS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8ADMINISTRATOR (ENDED 2/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt9ADMINISTRATOR (BEGAN 2/2020)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1POSTAGE & PRINTING
IRS990/OtherExpensesGrp/Desc2MICHIGAN CLAIMS TAX
IRS990/OtherExpensesGrp/Desc3CLAIMS PROCESSING FEES
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IRS990/OtherExpensesGrp/TotalAmt27399
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER SELF-PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION DRUG REBA
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2162977
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/RelatedEntityInd01
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07778421
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, 2019, 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 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07627515
IRS990ScheduleD/TotalRevenuePerForm990Amt07778421
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07778421
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07627515
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06540098
IRS990/TotalAssetsEOYAmt06271008
IRS990/TotalAssetsGrp/BOYAmt06540098
IRS990/TotalAssetsGrp/EOYAmt06271008
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07627515
IRS990/TotalGrossUBIAmt02857
IRS990/TotalLiabilitiesBOYAmt01259987
IRS990/TotalLiabilitiesEOYAmt0839991
IRS990/TotalLiabilitiesGrp/BOYAmt01259987
IRS990/TotalLiabilitiesGrp/EOYAmt0839991
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05280111
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05431017
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07775384
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0180
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07775384
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07778421
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02857
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06540098
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06271008
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANETTE SEARS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02488139800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 7 ZONE 1
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
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ReturnHeader/Filer/PhoneNum02488139800
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 TOWER DR STE 300 PO BOX 1156
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.47.12.75
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:24:02
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/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARY SKRZYNIARZ CPA
ReturnHeader/ReturnTs02020-11-16T18:44:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,271,008
Liabilities
$839,991
Net assets
$5,431,017
Revenue
$7,778,421
Expenses
$7,627,515
Net income
$150,906
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