Civic Intelligence

Cedar Rapids Sheet Metal Workers Local

EIN 42-6498548 • 501(c)9 • Cedar Rapids, IA

Profile

To provide health & welfare benefits to eligible members of local 263.

3925 Fountains Blvd NE 104Cedar Rapids, IA 52411

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

85th percentile

23%

Faster asset growth than 85% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

8.4%

Faster revenue growth than 56% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,951,188

Up $931,671 (+23%) from 2023

Liabilities

Up

$83,862

Up $20,073 (+31%) from 2023

Net Assets

Up

$4,867,326

Up $911,598 (+23%) from 2023

Revenue

Up

$8,062,024

Up $625,498 (+8.4%) from 2023

Expenses

Up

$7,162,192

Up $238,287 (+3.4%) from 2023

Net Income

Up

$899,832

Up $387,211 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,152,560Liabilities 2010: $55,809Net Assets 2010: $4,096,7512010Assets 2011: $4,521,296Liabilities 2011: $41,204Net Assets 2011: $4,480,0922011Assets 2012: $4,767,927Liabilities 2012: $53,909Net Assets 2012: $4,714,0182012Assets 2013: $4,728,224Liabilities 2013: $50,384Net Assets 2013: $4,677,8402013Assets 2014: $4,754,649Liabilities 2014: $97,149Net Assets 2014: $4,657,5002014Assets 2015: $3,827,590Liabilities 2015: $90,327Net Assets 2015: $3,737,2632015Assets 2016: $3,621,600Liabilities 2016: $130,015Net Assets 2016: $3,491,5852016Assets 2017: $3,127,596Liabilities 2017: $131,672Net Assets 2017: $2,995,9242017Assets 2018: $2,530,645Liabilities 2018: $56,463Net Assets 2018: $2,474,1822018Assets 2019: $2,549,524Liabilities 2019: $58,449Net Assets 2019: $2,491,0752019Assets 2020: $2,901,144Liabilities 2020: $58,093Net Assets 2020: $2,843,0512020Assets 2021: $2,915,812Liabilities 2021: $87,931Net Assets 2021: $2,827,8812021Assets 2022: $3,497,398Liabilities 2022: $146,815Net Assets 2022: $3,350,5832022Assets 2023: $4,019,517Liabilities 2023: $63,789Net Assets 2023: $3,955,7282023Assets 2024: $4,951,188Liabilities 2024: $83,862Net Assets 2024: $4,867,3262024

Highlighted filing

2024

Assets$4,951,188
Liabilities$83,862
Net Assets$4,867,326

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,022,0702010Expenses 2011: $3,333,4942011Expenses 2012: $3,589,7822012Revenue 2013: $3,765,299Expenses 2013: $3,855,222Net Income 2013: -$89,9232013Revenue 2014: $3,948,209Expenses 2014: $3,998,993Net Income 2014: -$50,7842014Revenue 2015: $4,265,821Expenses 2015: $5,067,067Net Income 2015: -$801,2462015Revenue 2016: $4,720,817Expenses 2016: $5,082,793Net Income 2016: -$361,9762016Revenue 2017: $4,774,776Expenses 2017: $5,282,159Net Income 2017: -$507,3832017Revenue 2018: $4,961,282Expenses 2018: $5,350,614Net Income 2018: -$389,3322018Revenue 2019: $5,372,860Expenses 2019: $5,447,694Net Income 2019: -$74,8342019Revenue 2020: $5,329,578Expenses 2020: $5,028,260Net Income 2020: $301,3182020Revenue 2021: $5,732,588Expenses 2021: $5,788,398Net Income 2021: -$55,8102021Revenue 2022: $6,476,231Expenses 2022: $5,793,381Net Income 2022: $682,8502022Revenue 2023: $7,436,526Expenses 2023: $6,923,905Net Income 2023: $512,6212023Revenue 2024: $8,062,024Expenses 2024: $7,162,192Net Income 2024: $899,8322024

Highlighted filing

2024

Revenue$8,062,024
Expenses$7,162,192
Net Income$899,832

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.08$4.87$8.06$7.16$0.90
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.06$3.96$7.44$6.92$0.51
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.15$3.35$6.48$5.79$0.68
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.09$2.83$5.73$5.79$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.06$2.84$5.33$5.03$0.30
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.06$2.49$5.37$5.45$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.53$0.06$2.47$4.96$5.35$0.39
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.13$3.00$4.77$5.28$0.51
2016Detailed filing. Detailed filing data is available for this year.$3.62$0.13$3.49$4.72$5.08$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.09$3.74$4.27$5.07$0.80
2014Detailed filing. Detailed filing data is available for this year.$4.75$0.10$4.66$3.95$4.00$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.73$0.05$4.68$3.77$3.86$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.05$4.71$3.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.04$4.48$3.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.06$4.10$3.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$8,391,564
Mission and Program Overview

Mission

To provide health & welfare benefits to eligible members of local 263.

This plan provides health & welfare benefits to its eligible members of local 263.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,955,728$4,867,326▲ $911,598
Investments in Publicly Traded Securities$1,327,023$2,857,296▲ $1,530,273
Savings and Temporary Cash Investments$1,954,897$1,330,909▼ $623,988
Accounts Receivable$587,242$548,530▼ $38,712
Prepaid Expenses and Deferred Charges$7,275$7,573▲ $298
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,019,517$4,951,188▲ $931,671
Other Assets Total$143,080$206,880▲ $63,800
Liabilities
Accounts Payable and Accrued Expenses$28,453$44,183▲ $15,730
Deferred Revenue$35,336$39,679▲ $4,343
Total Liabilities$63,789$83,862▲ $20,073
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,955,728$4,867,326▲ $911,598
Total Liabilities and Net Assets / Fund Balance$4,019,517$4,951,188▲ $931,671
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin NeuendorfChairman
Chris HallTrustee
Jamie PrullTrustee
Randy NovakTrustee
Russell JaegerTrustee
Valerie DeryckeTrustee
Jacob RammelsbergTrustee - Alternate
Kate WiersonTrustee - Alternate
John IltenSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefits Management Group INCPlan Administration3925 FOUNTAINS BLVD NE STE 104, Cedar Rapids, IA 52411$162,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,921,120
Investment Income
$140,904
Other Revenue
$0
Change in Net Assets
$899,832

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,047,554
Revenue Not Reported on Financial Statements
$14,470
Revenue Not Reported on Form 990
$11,766
Total Revenue per Audited Statements
$8,059,320
Total Revenue per Form 990
$8,062,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,693,078
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---$5,469,114
Insurance---$915,019
Fees for Services Other---$441,073
Fees for Services Management---$162,000
Fees for Services Legal---$39,999
Fees for Services Accounting---$38,673
Office Expenses---$15,590
Fees for Service Investment Mgmnt Fees---$14,470
All Other Expenses---$13,844
Other Expenses---$7,898
Total Functional Expenses$0$0$0$7,162,192

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,162,192
Expenses per Audited Statements$7,147,722
Total Expenses per Audited Statements$7,147,722
Expenses Not Reported on Financial Statements$14,470
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
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
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

A copy of form 990 is circulated to the chairman of the joint board of the funds and to the third party administrator for review and approval. Any questions on the form 990 are directed to the chairman of the joint board of trustees of the funds or to uhy advisors midwest, inc.

Form 990, Part VI, Section B, Line 12C

Each trustee signs a conflict of interest policy and is required to report conflicts to an appropriate individual based on their position in the organization. If required, an amended conflict of interest disclosure and statement form may be required to be filed by the trustee.

Form 990, Part VI, Section C, Line 19

The organization provides the governing documents, conflict of interest policy, and financial statements to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Kevin neuendorf - 107 south blairsferry crossing, hiawatha, ia 52233. John ilten - 919 14th ave sw, cedar rapids, ia 52404. Russell jaeger - 22990 antler trail, anamosa, ia 52205. Chris hall - 41 sumter ave, lisbon, ia 52253. Randy novak - 820 n 15th ave, hiawatha, ia 52233. Valerie derycke - 5805 locust road sw, cedar rapids, ia 52404. Jacob rammelsberg - 6109 29th ave, vinton, ia 52349. Kate wierson - 1454 30th st, suite 201, west des moines, ia 50266. Jamie prull - 270 5th ave sw, cedar rapids, ia 52404.

Filing and Contact Details

Filer

Filer Name
Cedar Rapids Sheet Metal Workers Local
EIN
42-6498548
Phone
6302303902
Address
3925 FOUNTAINS BLVD NE 104, CEDAR RAPIDS, IA 52411

Signing Officer

Name
Kevin Neuendorf
Title
Chairman
Phone
6302303902
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Neuendorf
Formed
1992
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Uhy Advisors Midwest Inc
Address
4200 UNIVERSITY AVE SUITE 410, WEST DES MOINES, IA 50266
Preparer
Mark a Cronin
Phone
5152225680
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Gaap requires fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund administrator has analyzed the tax positions taken by the fund, and has concluded that as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.

Raw XML AppendixShowing 400 of 412 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/BOYAmt028453
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt044183
IRS990/AccountsReceivableGrp/BOYAmt0587242
IRS990/AccountsReceivableGrp/EOYAmt0548530
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THIS PLAN PROVIDES HEALTH & WELFARE BENEFITS TO ITS ELIGIBLE MEMBERS OF LOCAL 263.
IRS990/AddressChangeInd0X
IRS990/AllOtherExpensesGrp/TotalAmt013844
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt05469114
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENEFITS MANAGEMENT GROUP INC
IRS990/BooksInCareOfDetail/PhoneNum06302303902
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03925 FOUNTAINS BLVD NE SUITE 104
IRS990/BooksInCareOfDetail/USAddress/CityNm0CEDAR RAPIDS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052411
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0162000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03925 FOUNTAINS BLVD NE STE 104
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CEDAR RAPIDS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd052411
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BENEFITS MANAGEMENT GROUP INC
IRS990/ContractorCompensationGrp/ServicesDesc0PLAN ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt05469114
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0140904
IRS990/CYOtherExpensesAmt01693078
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07921120
IRS990/CYRevenuesLessExpensesAmt0899832
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07162192
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08062024
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt035336
IRS990/DeferredRevenueGrp/EOYAmt039679
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS OF LOCAL 263.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt07162192
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt038673
IRS990/FeesForServicesLegalGrp/TotalAmt039999
IRS990/FeesForServicesManagementGrp/TotalAmt0162000
IRS990/FeesForServicesOtherGrp/TotalAmt0441073
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014470
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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/PersonNm0KEVIN NEUENDORF
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN ILTEN
IRS990/Form990PartVIISectionAGrp/PersonNm2RUSSELL JAEGER
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS HALL
IRS990/Form990PartVIISectionAGrp/PersonNm4RANDY NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm5VALERIE DERYCKE
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMIE PRULL
IRS990/Form990PartVIISectionAGrp/PersonNm7JACOB RAMMELSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm8KATE WIERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE - ALTERNATE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt055910
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0385450
IRS990/GrossReceiptsAmt08391564
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0915019
IRS990/InvestmentIncomeGrp/ExclusionAmt084994
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084994
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01327023
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02857296
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0329540
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS OF LOCAL 263.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03955728
IRS990/NetAssetsOrFundBalancesEOYAmt04867326
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt055910
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt055910
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt011766
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt015590
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0143080
IRS990/OtherAssetsTotalGrp/EOYAmt0206880
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DIABETIC SUPPLIES
IRS990/OtherExpensesGrp/Desc1INSURANCE & BONDS
IRS990/OtherExpensesGrp/Desc2BOARD OF TRUSTEE EXPENS
IRS990/OtherExpensesGrp/Desc3EMPLOYEE ASSISTANCE PRO
IRS990/OtherExpensesGrp/TotalAmt024357
IRS990/OtherExpensesGrp/TotalAmt110182
IRS990/OtherExpensesGrp/TotalAmt29973
IRS990/OtherExpensesGrp/TotalAmt37898
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07275
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07573
IRS990/PrincipalOfficerNm0KEVIN NEUENDORF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07843221
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt177899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07843221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt177899
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05249890
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt071860
IRS990/PYOtherExpensesAmt01674015
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07364666
IRS990/PYRevenuesLessExpensesAmt0512621
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06923905
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07436526
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0899832
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07921120
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03955728
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04867326
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01954897
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01330909
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014470
IRS990ScheduleD/ExpensesSubtotalAmt07147722
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014470
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014470
IRS990ScheduleD/NetUnrealizedGainsInvstAmt011766
IRS990ScheduleD/RevenueNotReportedAmt011766
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014470
IRS990ScheduleD/RevenueSubtotalAmt08047554
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07162192
IRS990ScheduleD/TotalRevenuePerForm990Amt08062024
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08059320
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07147722
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS CIRCULATED TO THE CHAIRMAN OF THE JOINT BOARD OF THE FUNDS AND TO THE THIRD PARTY ADMINISTRATOR FOR REVIEW AND APPROVAL. ANY QUESTIONS ON THE FORM 990 ARE DIRECTED TO THE CHAIRMAN OF THE JOINT BOARD OF TRUSTEES OF THE FUNDS OR TO UHY ADVISORS MIDWEST, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE SIGNS A CONFLICT OF INTEREST POLICY AND IS REQUIRED TO REPORT CONFLICTS TO AN APPROPRIATE INDIVIDUAL BASED ON THEIR POSITION IN THE ORGANIZATION. IF REQUIRED, AN AMENDED CONFLICT OF INTEREST DISCLOSURE AND STATEMENT FORM MAY BE REQUIRED TO BE FILED BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEVIN NEUENDORF - 107 SOUTH BLAIRSFERRY CROSSING, HIAWATHA, IA 52233. JOHN ILTEN - 919 14TH AVE SW, CEDAR RAPIDS, IA 52404. RUSSELL JAEGER - 22990 ANTLER TRAIL, ANAMOSA, IA 52205. CHRIS HALL - 41 SUMTER AVE, LISBON, IA 52253. RANDY NOVAK - 820 N 15TH AVE, HIAWATHA, IA 52233. VALERIE DERYCKE - 5805 LOCUST ROAD SW, CEDAR RAPIDS, IA 52404. JACOB RAMMELSBERG - 6109 29TH AVE, VINTON, IA 52349. KATE WIERSON - 1454 30TH ST, SUITE 201, WEST DES MOINES, IA 50266. JAMIE PRULL - 270 5TH AVE SW, CEDAR RAPIDS, IA 52404.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CLIMATE ENGINEERS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1D & S SHEETMETAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ILTEN'S INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3NOVAK HEATING CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4T & K ROOFING COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5UNIVERSAL CLIMATE CONTROL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6MODERN SHEET METAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7THE WALDINGER CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8THE PRULL GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9THE BAKER GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10ELITE HEATING & AIR CONDITIONING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11ICON INDUSTRIAL SERVICES LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0LOCAL UNION #263
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL 263 CEDAR RAPIDS SHEET METAL WORKERS JOINT APPRENTICE COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510191312
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1420519620
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION APPRENTICESHIP SCHOOL TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1DISPATCH MANPOWER & REPRESENT MEMBERS OF LOCAL 263
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0500 66TH AVE SW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11211 WILEY BLVD SW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CEDAR RAPIDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CEDAR RAPIDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052406
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd152404
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04019517
IRS990/TotalAssetsEOYAmt04951188
IRS990/TotalAssetsGrp/BOYAmt04019517
IRS990/TotalAssetsGrp/EOYAmt04951188
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07162192
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt063789
IRS990/TotalLiabilitiesEOYAmt083862
IRS990/TotalLiabilitiesGrp/BOYAmt063789
IRS990/TotalLiabilitiesGrp/EOYAmt083862
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03955728
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04867326
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07162192
IRS990/TotalProgramServiceRevenueAmt07921120
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0140904
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07921120
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08062024
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04019517
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04951188
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03925 FOUNTAINS BLVD NE 104
IRS990/USAddress/CityNm0CEDAR RAPIDS
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052411
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN NEUENDORF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06302303902
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CEDAR RAPIDS SHEET METAL WORKERS LOCAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0263 HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CEDA
ReturnHeader/Filer/EIN0426498548
ReturnHeader/Filer/PhoneNum06302303902
ReturnHeader/Filer/USAddress/AddressLine1Txt03925 FOUNTAINS BLVD NE 104
ReturnHeader/Filer/USAddress/CityNm0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052411
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MIDWEST INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.