Civic Intelligence

Sheetmetal Workers Local Union No 29 Long Term Disablty Income Fund

990 • Fiscal year 2021 • EIN 48-0943228

May 01, 2020 to Apr 30, 2021 • Filed on Jan 21, 2022

Organization ProfileN/A
1723 Southwest BlvdWichita, KS 67213-1433

(316) 941-4311

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Net Margin

76th percentile

30%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

85th percentile

$145,258

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 103.6% of source-year revenue.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2021

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

11%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$722,773

Up $102,311 (+16%) from 2020

Net Assets

Up

$722,399

Up $104,592 (+17%) from 2020

Liabilities

Down

$374

Down $2,281 (-86%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin76th percentile

Revenue

Up

$140,173

Up $13,505 (+11%) from 2020

Expenses

Up

$98,714

Up $6,403 (+6.9%) from 2020

Net Income

Up

$41,459

Up $7,102 (+21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$1.0M$500K$0Assets 2012: $325,723Liabilities 2012: $8252012Assets 2013: $351,920Liabilities 2013: $8502013Assets 2014: $382,812Liabilities 2014: $1,709Net Assets 2014: $381,1032014Assets 2015: $433,139Liabilities 2015: $20,614Net Assets 2015: $412,5252015Assets 2016: $466,773Liabilities 2016: $20,772Net Assets 2016: $446,0012016Assets 2017: $533,981Liabilities 2017: $24,427Net Assets 2017: $509,5542017Assets 2018: $552,286Liabilities 2018: $1,497Net Assets 2018: $550,7892018Assets 2019: $601,129Liabilities 2019: $2,218Net Assets 2019: $598,9112019Assets 2020: $620,462Liabilities 2020: $2,655Net Assets 2020: $617,8072020Assets 2021: $722,773Liabilities 2021: $374Net Assets 2021: $722,3992021Assets 2022: $702,894Liabilities 2022: $854Net Assets 2022: $702,0402022Assets 2023: $739,252Liabilities 2023: $876Net Assets 2023: $738,3762023Assets 2024: $876,731Liabilities 2024: $1,126Net Assets 2024: $875,6052024Assets 2025: $978,838Liabilities 2025: $654Net Assets 2025: $978,1842025

Highlighted filing

2021

Assets$722,773
Liabilities$374
Net Assets$722,399
Open 2021 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$150K$100K$50K$0Revenue 2012: $58,158Expenses 2012: $42,271Net Income 2012: $15,8872012Revenue 2013: $86,739Expenses 2013: $60,567Net Income 2013: $26,1722013Revenue 2014: $89,932Expenses 2014: $55,840Net Income 2014: $34,0922014Revenue 2015: $97,953Expenses 2015: $70,646Net Income 2015: $27,3072015Revenue 2016: $108,787Expenses 2016: $63,254Net Income 2016: $45,5332016Revenue 2017: $114,712Expenses 2017: $70,638Net Income 2017: $44,0742017Revenue 2018: $110,586Expenses 2018: $87,375Net Income 2018: $23,2112018Revenue 2019: $133,125Expenses 2019: $84,463Net Income 2019: $48,6622019Revenue 2020: $126,668Expenses 2020: $92,311Net Income 2020: $34,3572020Revenue 2021: $140,173Expenses 2021: $98,714Net Income 2021: $41,4592021Revenue 2022: $142,671Expenses 2022: $88,418Net Income 2022: $54,2532022Revenue 2023: $134,785Expenses 2023: $84,226Net Income 2023: $50,5592023Revenue 2024: $147,989Expenses 2024: $64,384Net Income 2024: $83,6052024Revenue 2025: $179,678Expenses 2025: $64,894Net Income 2025: $114,7842025

Highlighted filing

2021

Revenue$140,173
Expenses$98,714
Net Income$41,459
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Jan 21, 2022
Return Version
2020v4.1
Gross Receipts
$373,642
Mission and Program Overview

Mission

To provide disability benefits, life, accidental death & dismemberment insurance, and retiree health benefits for members and retirees.

To provide disability benefits, life, accidental death & dismemberment insurance, and retiree health benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$617,807$722,399▲ $104,592
Investments in Publicly Traded Securities$326,310$433,945▲ $107,635
Savings and Temporary Cash Investments$285,544$280,624▼ $4,920
Accounts Receivable$8,608$8,204▼ $404
Total Assets$620,462$722,773▲ $102,311
Liabilities
Accounts Payable and Accrued Expenses$2,655$374▼ $2,281
Total Liabilities$2,655$374▼ $2,281
Net Assets / Fund Balance
Total Net Assets Fund Balance$617,807$722,399▲ $104,592
Total Liabilities and Net Assets / Fund Balance$620,462$722,773▲ $102,311
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Jeff TownsendChairman$145,258$145,258

Board Members and Trustees

NameTitle
Andrew SchraderTrustee
Mark JohnsonTrustee
Joe SamiaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$93,091
Investment Income
$47,082
Other Revenue
$0
Change in Net Assets
$41,459

Audited Revenue Reconciliation

Revenue per Audited Statements
$135,785
Revenue Not Reported on Financial Statements
$4,388
Revenue Not Reported on Form 990
$63,133
Total Revenue per Audited Statements
$198,918
Total Revenue per Form 990
$140,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,141
Salaries, Compensation, and Employee Benefits$2,867
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$78,706--$78,706
Fees for Services Accounting$0$6,210$0$6,210
Fees for Service Investment Mgmnt Fees$0$4,388$0$4,388
Fees for Services Legal$0$3,718$0$3,718
Payroll Taxes$2,867$0$0$2,867
Total Functional Expenses$81,573$17,141$0$98,714

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$98,714
Expenses per Audited Statements$94,326
Total Expenses per Audited Statements$94,326
Expenses Not Reported on Financial Statements$4,388
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
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
Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Union Local 29 Disability Plan
EIN
48-0943228
Phone
3169414311
Address
1723 SOUTHWEST BLVD, WICHITA, KS 67213-1433

Signing Officer

Name
Jeff B Townsend
Title
Chairman
Phone
3169414311
Signed
2022-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff B Townsend
Formed
1970
Legal Domicile
Ks
Voting Board Members
4
Independent Board Members
4
Employees
6
Volunteers
0

Preparer

Firm
Morrow & Co LLC
Address
421 E 3rd St N, Wichita, KS 67202
Preparer
Richard L Morrow CPA
Phone
3162632223
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Prior to the 990 being filed, a meeting is held to review the audit of the organization as well as the 990 and the attached schedules.”

Pt VI, Line 12C

“Each Trustee shall annually complete a disclosure form identifying any relationship, positions, or circumstances in which the Trustee is involved that he or she believes could contribute to a conflict of interest arising.”

Pt VI, Line 19

“Governing documents, policies, and financial statements are furnished only upon request.”

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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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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0KRUSE CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1DEAN E NORRIS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2PIPING & EQUIPMENT CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CENTRAL AIR GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4THE MECHANICS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5P1 GROUP
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$722,773
Liabilities
$374
Net assets
$722,399
Revenue
$140,173
Expenses
$98,714
Net income
$41,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.79$0.01$9.78$1.80$0.65$1.15
2024Detailed filing. Detailed filing data is available for this year.$8.77$0.01$8.76$1.48$0.64$0.84
2023Detailed filing. Detailed filing data is available for this year.$7.39$0.01$7.38$1.35$0.84$0.51
2022Detailed filing. Detailed filing data is available for this year.$7.03$0.01$7.02$1.43$0.88$0.54
2021Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.22$1.40$0.99$0.41
2020Detailed filing. Detailed filing data is available for this year.$6.20$0.03$6.18$1.27$0.92$0.34
2019Detailed filing. Detailed filing data is available for this year.$6.01$0.02$5.99$1.33$0.84$0.49
2018Summary only. Only limited summary data is available for this year.$5.52$0.01$5.51$1.11$0.87$0.23
2017Summary only. Only limited summary data is available for this year.$5.34$0.24$5.10$1.15$0.71$0.44
2016Summary only. Only limited summary data is available for this year.$4.67$0.21$4.46$1.09$0.63$0.46
2015Summary only. Only limited summary data is available for this year.$4.33$0.21$4.13$0.98$0.71$0.27
2014Summary only. Only limited summary data is available for this year.$3.83$0.02$3.81$0.90$0.56$0.34
2013Summary only. Only limited summary data is available for this year.$3.52$0.01$0.87$0.61$0.26
2012Summary only. Only limited summary data is available for this year.$3.26$0.01$0.58$0.42$0.16