Civic Intelligence

Sheet Metal Workers Local 218 Health & Welfare Fund

990 • Fiscal year 2021 • EIN 43-1656591

Jun 01, 2020 to May 31, 2021 • Filed on Mar 01, 2022

Organization ProfileN/A

View Organization Page

2855 Via VerdeSpringfield, IL 62703

(217) 529-0161

Siviq Scores

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

Liabilities / Assets

97th percentile

0.79x

Higher debt load relative to assets than 97% of similar nonprofits.

2021 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

0.95x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2021

Net Margin

4th percentile

-13%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$191,521

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2021 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2021

Asset Growth

6th percentile

-5.2%

Faster asset growth than 6% of similar nonprofits.

2021 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

1.0%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$6,997,459

Down $387,212 (-5.2%) from 2020

Net Assets

Down

$1,485,421

Down $597,470 (-29%) from 2020

Liabilities

Up

$5,512,038

Up $210,258 (+4.0%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin4th percentile

Revenue

Up

$5,788,179

Up $58,109 (+1.0%) from 2020

Expenses

Up

$6,549,192

Up $2,320,622 (+55%) from 2020

Net Income

Down

-$761,013

Down $2,262,513 (-151%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$10M$5.0M$0Assets 2011: $8,113,088Liabilities 2011: $4,729,165Net Assets 2011: $3,383,9232011Assets 2012: $8,270,076Liabilities 2012: $4,986,834Net Assets 2012: $3,283,2422012Assets 2013: $8,146,293Liabilities 2013: $4,552,324Net Assets 2013: $3,593,9692013Assets 2014: $8,372,941Liabilities 2014: $4,754,990Net Assets 2014: $3,617,9512014Assets 2015: $8,453,563Liabilities 2015: $5,262,306Net Assets 2015: $3,191,2572015Assets 2016: $8,133,269Liabilities 2016: $5,493,865Net Assets 2016: $2,639,4042016Assets 2017: $8,226,773Liabilities 2017: $6,120,000Net Assets 2017: $2,106,7732017Assets 2018: $7,959,853Liabilities 2018: $5,955,405Net Assets 2018: $2,004,4482018Assets 2019: $7,062,022Liabilities 2019: $6,292,097Net Assets 2019: $769,9252019Assets 2020: $7,384,671Liabilities 2020: $5,301,780Net Assets 2020: $2,082,8912020Assets 2021: $6,997,459Liabilities 2021: $5,512,038Net Assets 2021: $1,485,4212021Assets 2022: $4,609,349Liabilities 2022: $3,215,110Net Assets 2022: $1,394,2392022Assets 2023: $3,803,568Liabilities 2023: $2,852,324Net Assets 2023: $951,2442023Assets 2024: $3,302,752Liabilities 2024: $2,171,943Net Assets 2024: $1,130,8092024Assets 2025: $4,529,054Liabilities 2025: $2,283,598Net Assets 2025: $2,245,4562025

Highlighted filing

2021

Assets$6,997,459
Liabilities$5,512,038
Net Assets$1,485,421
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,184,348Expenses 2011: $5,034,942Net Income 2011: $149,4062011Revenue 2012: $5,500,664Expenses 2012: $5,526,972Net Income 2012: -$26,3082012Revenue 2013: $5,225,447Expenses 2013: $4,826,057Net Income 2013: $399,3902013Revenue 2014: $5,222,201Expenses 2014: $5,139,872Net Income 2014: $82,3292014Revenue 2015: $5,532,989Expenses 2015: $5,926,299Net Income 2015: -$393,3102015Revenue 2016: $5,292,061Expenses 2016: $5,762,815Net Income 2016: -$470,7542016Revenue 2017: $5,148,665Expenses 2017: $5,680,526Net Income 2017: -$531,8612017Revenue 2018: $5,244,713Expenses 2018: $5,448,125Net Income 2018: -$203,4122018Revenue 2019: $5,357,102Expenses 2019: $6,696,161Net Income 2019: -$1,339,0592019Revenue 2020: $5,730,070Expenses 2020: $4,228,570Net Income 2020: $1,501,5002020Revenue 2021: $5,788,179Expenses 2021: $6,549,192Net Income 2021: -$761,0132021Revenue 2022: $5,082,353Expenses 2022: $4,952,165Net Income 2022: $130,1882022Revenue 2023: $5,914,224Expenses 2023: $6,352,446Net Income 2023: -$438,2222023Revenue 2024: $6,422,446Expenses 2024: $6,313,661Net Income 2024: $108,7852024Revenue 2025: $7,097,588Expenses 2025: $6,028,572Net Income 2025: $1,069,0162025

Highlighted filing

2021

Revenue$5,788,179
Expenses$6,549,192
Net Income-$761,013
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Mar 1, 2022
Return Version
2020v4.2
Gross Receipts
$12,899,017
Mission and Program Overview

Mission

Health and death benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,213,551$6,169,247▼ $44,304
Rtn Earn Endowment Incm Other Fnds$2,082,891$1,485,421▼ $597,470
Savings and Temporary Cash Investments$756,680$400,682▼ $355,998
Accounts Receivable$379,592$386,669▲ $7,077
Prepaid Expenses and Deferred Charges-$12,692-
Cash and Non-Interest-Bearing Accounts$260$9,820▲ $9,560
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,384,671$6,997,459▼ $387,212
Other Assets Total$34,588$18,349▼ $16,239
Liabilities
Other Liabilities$5,283,000$5,475,000▲ $192,000
Accounts Payable and Accrued Expenses$18,780$37,038▲ $18,258
Total Liabilities$5,301,780$5,512,038▲ $210,258
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,082,891$1,485,421▼ $597,470
Total Liabilities and Net Assets / Fund Balance$7,384,671$6,997,459▼ $387,212
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Robert Championformer trustee
Ed RobisonTrustee
Elizabeth BlankenshipTrustee
Eric RayburnTrustee
Ryan KrekeTrustee
Tim DurdleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,582,053
Investment Income
$206,126
Other Revenue
$0
Change in Net Assets
$-761,013

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,765,137
Revenue Not Reported on Financial Statements
$23,042
Revenue Not Reported on Form 990
$163,543
Total Revenue per Audited Statements
$5,928,680
Total Revenue per Form 990
$5,788,179
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$295,889
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---$6,253,303
Fees for Services Other---$115,711
Fees for Services Management---$83,309
Fees for Services Accounting---$26,374
Fees for Service Investment Mgmnt Fees---$23,042
Fees for Services Legal---$17,660
Information Technology---$14,284
Occupancy---$5,050
Insurance---$5,009
Office Expenses---$3,448
Other Expenses---$2,002
Total Functional Expenses$0$0$0$6,549,192

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,549,192
Expenses per Audited Statements$6,334,150
Total Expenses per Audited Statements$6,334,150
Expenses Not Reported on Financial Statements$215,042
Other Expense Adjustments$192,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Eligibility Obligations$4,695,000
Claims Payable & Ibnr$780,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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

“The trustees authorize the fund's administrator and a designated trustee to review the form 990 before it's filed.”

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

“The trustees are governed by the trust document and have a fiduciary responsibility under erisa to adminster the plan in the best interest of the membership. The us department of labor requires all labor trustees to report on form lm-30 potential situations where there may be conflicts of interest. This information is open to the public.”

Form 990, Part VI, Section C, line 19

“A summary annual report is distributed to all participants. Participants are able to request the auditor's report and other financial information from the plan administrator and/or department of labor. Also, form 5500 is open to public inspection through the us department of labor.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 218
EIN
43-1656591
Phone
2175290161
Address
2855 VIA VERDE, SPRINGFIELD, IL 62703

Signing Officer

Name
ed robison
Title
Trustee
Phone
2175290161
Signed
2022-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Robison
Formed
1969
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
3
Employees
10
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
230 W Monroe Street, CHICAGO, IL 60606
Preparer
Corey Bilkey
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

Part X, Line 2:

“As of may 31, 2021, there were no uncertain 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 the taxing jurisdictions; however there are currently no audits for any tax period in progress. At may 31, 2021, the plan is no longer subject to income tax examinations for years prior to the fiscal year ended may 31, 2018.”

Part XII, Line 4B - Other Adjustments:

“Change in benefit obligations 192,000.”

Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt023042
IRS990ScheduleD/RevenueSubtotalAmt05765137
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF MAY 31, 2021, THERE WERE NO UNCERTAIN 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 THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2021, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 192,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06549192
IRS990ScheduleD/TotalLiabilityAmt05475000
IRS990ScheduleD/TotalRevenuePerForm990Amt05788179
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05928680
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06334150
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0109529
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1105901
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt056440
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt156321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022964
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt122964
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02588
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12236
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIC RAYBURN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ED ROBISON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0191521
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1187422
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES AUTHORIZE THE FUND'S ADMINISTRATOR AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT'S FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINSTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE US DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The process has not changed from the prior year.
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 XII, Line 2c
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SMW LOCAL UNION 218
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0371220876
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO ORGANIZE WORKERS FOR THEIR ECONOMIC, MORAL AND SOCIAL ADVANCEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02855 VIA VERDE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPRINGFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd062703
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
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/TotalAssetsBOYAmt07384671
IRS990/TotalAssetsEOYAmt06997459
IRS990/TotalAssetsGrp/BOYAmt07384671
IRS990/TotalAssetsGrp/EOYAmt06997459
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/TotalAmt06549192
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05301780
IRS990/TotalLiabilitiesEOYAmt05512038
IRS990/TotalLiabilitiesGrp/BOYAmt05301780
IRS990/TotalLiabilitiesGrp/EOYAmt05512038
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02082891
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01485421
IRS990/TotalOtherCompensationAmt0158689
IRS990/TotalProgramServiceRevenueAmt05582053
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0206126
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05582053
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05788179
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07384671
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06997459
IRS990/TotReportableCompRltdOrgAmt0220254
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02855 VIA VERDE
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062703
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ed robison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02175290161
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 218
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0431656591
ReturnHeader/Filer/PhoneNum02175290161
ReturnHeader/Filer/USAddress/AddressLine1Txt02855 VIA VERDE
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 W Monroe Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126550037
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COREY BILKEY
ReturnHeader/ReturnTs02022-03-01T15:35:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ed
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0robison
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,997,459
Liabilities
$5,512,038
Net assets
$1,485,421
Revenue
$5,788,179
Expenses
$6,549,192
Net income
-$761,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.53$2.28$2.25$7.10$6.03$1.07
2024Detailed filing. Detailed filing data is available for this year.$3.30$2.17$1.13$6.42$6.31$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.80$2.85$0.95$5.91$6.35$0.44
2022Detailed filing. Detailed filing data is available for this year.$4.61$3.22$1.39$5.08$4.95$0.13
2021Detailed filing. Detailed filing data is available for this year.$7.00$5.51$1.49$5.79$6.55$0.76
2020Summary only. Only limited summary data is available for this year.$7.38$5.30$2.08$5.73$4.23$1.50
2019Summary only. Only limited summary data is available for this year.$7.06$6.29$0.77$5.36$6.70$1.34
2018Summary only. Only limited summary data is available for this year.$7.96$5.96$2.00$5.24$5.45$0.20
2017Summary only. Only limited summary data is available for this year.$8.23$6.12$2.11$5.15$5.68$0.53
2016Summary only. Only limited summary data is available for this year.$8.13$5.49$2.64$5.29$5.76$0.47
2015Summary only. Only limited summary data is available for this year.$8.45$5.26$3.19$5.53$5.93$0.39
2014Summary only. Only limited summary data is available for this year.$8.37$4.75$3.62$5.22$5.14$0.08
2013Summary only. Only limited summary data is available for this year.$8.15$4.55$3.59$5.23$4.83$0.40
2012Summary only. Only limited summary data is available for this year.$8.27$4.99$3.28$5.50$5.53$0.03
2011Summary only. Only limited summary data is available for this year.$8.11$4.73$3.38$5.18$5.03$0.15