Civic Intelligence

Sheet Metal Workers 100 Welfare Fund Wash DC Area Health Benefit Plan

990 • Fiscal year 2016 • EIN 52-6038494

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 15, 2017

Organization ProfileN/A

View Organization Page

3140 NE Broadway StPortland, OR 97208

(503) 282-5581

Siviq Scores

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

Liabilities / Assets

54th percentile

0.05x

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

35th percentile

-0.4%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

72nd percentile

$135,739

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

39th percentile

0.8%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-4.9%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$17,451,458

Up $142,325 (+0.8%) from 2015

Net Assets

Down

$16,547,171

Down $473,588 (-2.8%) from 2015

Liabilities

Up

$904,287

Up $615,913 (+214%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin35th percentile

Revenue

Down

$21,054,914

Down $1,090,862 (-4.9%) from 2015

Expenses

Down

$21,137,495

Down $4,494,974 (-18%) from 2015

Net Income

Up

-$82,581

Up $3,404,112 (+98%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$80M$60M$40M$20M$0Assets 2008: $20,822,650Liabilities 2008: $198,586Net Assets 2008: $20,624,0642008Assets 2010: $26,498,530Liabilities 2010: $477,146Net Assets 2010: $26,021,3842010Assets 2011: $25,735,097Liabilities 2011: $1,001,633Net Assets 2011: $24,733,4642011Assets 2012: $22,014,815Liabilities 2012: $737,332Net Assets 2012: $21,277,4832012Assets 2013: $22,697,630Liabilities 2013: $435,924Net Assets 2013: $22,261,7062013Assets 2014: $21,154,169Liabilities 2014: $542,744Net Assets 2014: $20,611,4252014Assets 2015: $17,309,133Liabilities 2015: $288,374Net Assets 2015: $17,020,7592015Assets 2016: $17,451,458Liabilities 2016: $904,287Net Assets 2016: $16,547,1712016Assets 2017: $21,071,056Liabilities 2017: $598,251Net Assets 2017: $20,472,8052017Assets 2018: $27,090,205Liabilities 2018: $756,095Net Assets 2018: $26,334,1102018Assets 2019: $31,366,964Liabilities 2019: $590,871Net Assets 2019: $30,776,0932019Assets 2020: $37,729,974Liabilities 2020: $227,525Net Assets 2020: $37,502,4492020Assets 2021: $46,371,033Liabilities 2021: $176,631Net Assets 2021: $46,194,4022021Assets 2022: $59,368,211Liabilities 2022: $7,876,065Net Assets 2022: $51,492,1462022Assets 2023: $60,924,650Liabilities 2023: $198,911Net Assets 2023: $60,725,7392023Assets 2024: $62,432,143Liabilities 2024: $213,029Net Assets 2024: $62,219,1142024Assets 2025: $68,101,110Liabilities 2025: $160,953Net Assets 2025: $67,940,1572025

Highlighted filing

2016

Assets$17,451,458
Liabilities$904,287
Net Assets$16,547,171
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

$40M$20M$0-$20MRevenue 2008: $23,025,953Expenses 2008: $19,872,280Net Income 2008: $3,153,6732008Expenses 2010: $22,336,3112010Revenue 2011: $22,370,948Expenses 2011: $24,441,398Net Income 2011: -$2,070,4502011Expenses 2012: $25,783,9692012Expenses 2013: $22,534,9672013Revenue 2014: $21,327,104Expenses 2014: $22,893,573Net Income 2014: -$1,566,4692014Revenue 2015: $22,145,776Expenses 2015: $25,632,469Net Income 2015: -$3,486,6932015Revenue 2016: $21,054,914Expenses 2016: $21,137,495Net Income 2016: -$82,5812016Revenue 2017: $23,908,278Expenses 2017: $20,522,982Net Income 2017: $3,385,2962017Revenue 2018: $26,872,482Expenses 2018: $21,231,852Net Income 2018: $5,640,6302018Revenue 2019: $27,902,288Expenses 2019: $23,968,683Net Income 2019: $3,933,6052019Revenue 2020: $31,464,460Expenses 2020: $23,964,844Net Income 2020: $7,499,6162020Revenue 2021: $32,426,550Expenses 2021: $26,542,591Net Income 2021: $5,883,9592021Revenue 2022: $34,276,972Expenses 2022: $27,774,317Net Income 2022: $6,502,6552022Revenue 2023: $36,954,469Expenses 2023: $33,377,319Net Income 2023: $3,577,1502023Revenue 2024: $35,312,800Expenses 2024: $35,149,026Net Income 2024: $163,7742024Revenue 2025: $37,560,371Expenses 2025: $32,661,651Net Income 2025: $4,898,7202025

Highlighted filing

2016

Revenue$21,054,914
Expenses$21,137,495
Net Income-$82,581
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$21,059,231
Mission and Program Overview

Mission

To provide health benefits for participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,388,815$14,334,412▼ $1,054,403
Accounts Receivable$1,316,374$1,809,522▲ $493,148
Cash and Non-Interest-Bearing Accounts$603,944$1,307,524▲ $703,580
Total Assets$17,309,133$17,451,458▲ $142,325
Liabilities
Accounts Payable and Accrued Expenses$288,374$904,287▲ $615,913
Total Liabilities$288,374$904,287▲ $615,913
Net Assets / Fund Balance
Unrestricted Net Assets$17,020,759$16,547,171▼ $473,588
Total Net Assets Fund Balance$17,020,759$16,547,171▼ $473,588
Total Liabilities and Net Assets / Fund Balance$17,309,133$17,451,458▲ $142,325
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleOtherTotal
John ShieldsTrustee$135,739$135,739
Richard LabilleTrustee$123,756$123,756

Board Members and Trustees

NameTitle
James NotoTrustee
Kathleen BigelowTrustee
R Scott GregoryTrustee
Rodney MeyerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith AmericanAdministrator3130 AMES PL NE WASHINGTON DC, Washington, DC 20018$367,017
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,327,860
Investment Income
$339,579
Other Revenue
$387,475
Change in Net Assets
$-82,581

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,054,914
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-467,204
Total Revenue per Audited Statements
$20,587,710
Total Revenue per Form 990
$21,054,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$991,794
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---$20,145,701
Fees for Services Management---$367,017
Office Expenses---$326,471
Fees for Services Legal---$131,386
Fees for Service Investment Mgmnt Fees---$76,197
Fees for Services Other---$32,204
Fees for Services Accounting---$22,205
Insurance---$18,393
Conferences and Meetings---$4,943
Other Expenses---$3,210
Total Functional Expenses$0$0$0$21,137,495

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,137,495
Expenses per Audited Statements$21,061,298
Total Expenses per Audited Statements$21,061,298
Expenses Not Reported on Financial Statements$76,197
Other Expense Adjustments$76,197
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The board of trustees contracts with zenith american as the third party administrator for the plan.”

Form 990, Part VI, Section B, Line 11

“The 990 is provided for review to the administrator of the fund.”

Form 990, Part VI, Section C, Line 18

“Organization is a 501(c)9”

Form 990, Part VI, Section C, Line 19

“The financial statements and tax forms are provided upon request to the plan office.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers 100 Welfare Fund
EIN
52-6038494
Phone
5032825581
Address
3140 NE BROADWAY ST, PORTLAND, OR 97208

Signing Officer

Name
Richard Labille Iii
Title
Trustee
Phone
3015688655
Signed
2017-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Labille Iii
Formed
1950
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Haley & Associates LLC
Address
5000 SUNNYSIDE AVENUE 300, BELTSVILLE, MD 20705
Preparer
Matthew T Haley
Phone
3015955600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan has adopted the provisions of fasb guidance on, accounting for uncertainty in income taxes. Management has determined that the plan has no material uncertain tax positions that would require recognition. The federal income tax returns of the plan for 2014, 2013 and 2012 are subject to examination by the irs and/or dol authorities, generally for three years after they were filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses taken directly off of investment income -76,197.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses taken directly off of investment income 76,197.”

Raw XML Appendix393 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/BOYAmt0288374
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0904287
IRS990/AccountsReceivableGrp/BOYAmt01316374
IRS990/AccountsReceivableGrp/EOYAmt01809522
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt020145701
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM C EARHART COMPANY INC
IRS990/BooksInCareOfDetail/PhoneNum05032825581
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4148
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097208
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0603944
IRS990/CashNonInterestBearingGrp/EOYAmt01307524
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt04943
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0367017
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03130 AMES PL NE WASHINGTON DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020018
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt020145701
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0339579
IRS990/CYOtherExpensesAmt0991794
IRS990/CYOtherRevenueAmt0387475
IRS990/CYProgramServiceRevenueAmt020327860
IRS990/CYRevenuesLessExpensesAmt0-82581
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt021137495
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021054914
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt022205
IRS990/FeesForServicesLegalGrp/TotalAmt0131386
IRS990/FeesForServicesManagementGrp/TotalAmt0367017
IRS990/FeesForServicesOtherGrp/TotalAmt032204
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt076197
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN SHIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHLEEN BIGELOW
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES NOTO
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD LABILLE
IRS990/Form990PartVIISectionAGrp/PersonNm4RODNEY MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm5R SCOTT GREGORY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0135739
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3123756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt010597
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014914
IRS990/GrossReceiptsAmt021059231
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt018393
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0328982
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0328982
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015388815
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014334412
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04317
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017020759
IRS990/NetAssetsOrFundBalancesEOYAmt016547171
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt010597
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010597
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-391007
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0326471
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEE
IRS990/OtherExpensesGrp/Desc1PUBLICATIONS
IRS990/OtherExpensesGrp/TotalAmt09768
IRS990/OtherExpensesGrp/TotalAmt13210
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MEDICARE SUBSIDY
IRS990/OtherRevenueMiscGrp/Desc1LEGAL SETTLEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0362349
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt125126
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0362349
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt125126
IRS990/OtherRevenueTotalAmt0387475
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD LABILLE III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTR.
IRS990/ProgramServiceRevenueGrp/Desc1SELF PAY CONTR.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018367207
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11960653
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018367207
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11960653
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt024679468
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0753176
IRS990/PYOtherExpensesAmt0953001
IRS990/PYOtherRevenueAmt0411431
IRS990/PYProgramServiceRevenueAmt020981169
IRS990/PYRevenuesLessExpensesAmt0-3486693
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt025632469
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt022145776
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-82581
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt076197
IRS990ScheduleD/ExpensesSubtotalAmt021061298
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-391007
IRS990ScheduleD/OtherExpensesNotIncludedAmt076197
IRS990ScheduleD/OtherRevenueAmt0-76197
IRS990ScheduleD/RevenueNotReportedAmt0-467204
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt021054914
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS ADOPTED THE PROVISIONS OF FASB GUIDANCE ON, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS DETERMINED THAT THE PLAN HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION. THE FEDERAL INCOME TAX RETURNS OF THE PLAN FOR 2014, 2013 AND 2012 ARE SUBJECT TO EXAMINATION BY THE IRS AND/OR DOL AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES TAKEN DIRECTLY OFF OF INVESTMENT INCOME -76,197.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES TAKEN DIRECTLY OFF OF INVESTMENT INCOME 76,197.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt021137495
IRS990ScheduleD/TotalRevenuePerForm990Amt021054914
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020587710
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021061298
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES CONTRACTS WITH ZENITH AMERICAN AS THE THIRD PARTY ADMINISTRATOR FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PROVIDED FOR REVIEW TO THE ADMINISTRATOR OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION IS A 501(C)9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINANCIAL STATEMENTS AND TAX FORMS ARE PROVIDED UPON REQUEST TO THE PLAN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 100 VACATION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS LOCAL 100 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WORKERS LOCAL 100 APPRENTICE FUNDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SHEET METAL WORKERS LOCAL 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SHEET METAL WORKERS LOCAL 100 SCHOLARSHIP FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530803417
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1526038495
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2520259080
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3530143440
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4526538598
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501 (C) 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501 (C) 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501 (C) 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND ESTABLISHED TO PAY VACATION BENEFITS TO UNION MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUND ESTABLISHED TO ASSIST PENSION DEVELOPMENT OF UNION MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2THE TRAINING AND EDUCATION OF APPRENTICE SHEET METAL WORKERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3REPRESENT MEMBERS TO BARGAIN FOR IMPROVED WAGES,AND BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4TO AWARD SCHOLARSHIPS TO DEPENDENTS OF UNION MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04725 SILVER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14725 SILVER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt24725 SILVER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt34725 SILVER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt44725 SILVER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SUITLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SUITLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2SUITLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3SUITLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4SUITLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020746
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120746
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd220746
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd320746
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd420746
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017309133
IRS990/TotalAssetsEOYAmt017451458
IRS990/TotalAssetsGrp/BOYAmt017309133
IRS990/TotalAssetsGrp/EOYAmt017451458
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt021137495
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0288374
IRS990/TotalLiabilitiesEOYAmt0904287
IRS990/TotalLiabilitiesGrp/BOYAmt0288374
IRS990/TotalLiabilitiesGrp/EOYAmt0904287
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017020759
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016547171
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt020327860
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021054914
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt021054914
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017309133
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017451458
IRS990/TotReportableCompRltdOrgAmt0259495
IRS990/TransactionWithControlEntInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt017020759
IRS990/UnrestrictedNetAssetsGrp/EOYAmt016547171
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04725 SILVER HILL ROAD
IRS990/USAddress/CityNm0SUITLAND
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020746
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LABILLE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03015688655
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS 100 WELFARE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WASH DC AREA HEALTH BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0526038494
ReturnHeader/Filer/PhoneNum05032825581
ReturnHeader/Filer/USAddress/AddressLine1Txt03140 NE BROADWAY ST
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550810153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALEY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 SUNNYSIDE AVENUE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020705
ReturnHeader/PreparerPersonGrp/PhoneNum03015955600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW T HALEY
ReturnHeader/ReturnTs02017-02-15T08:04:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,451,458
Liabilities
$904,287
Net assets
$16,547,171
Revenue
$21,054,914
Expenses
$21,137,495
Net income
-$82,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$68.1$0.16$67.9$37.6$32.7$4.90
2024Detailed filing. Detailed filing data is available for this year.$62.4$0.21$62.2$35.3$35.1$0.16
2023Detailed filing. Detailed filing data is available for this year.$60.9$0.20$60.7$37.0$33.4$3.58
2022Detailed filing. Detailed filing data is available for this year.$59.4$7.88$51.5$34.3$27.8$6.50
2021Detailed filing. Detailed filing data is available for this year.$46.4$0.18$46.2$32.4$26.5$5.88
2020Detailed filing. Detailed filing data is available for this year.$37.7$0.23$37.5$31.5$24.0$7.50
2019Detailed filing. Detailed filing data is available for this year.$31.4$0.59$30.8$27.9$24.0$3.93
2018Detailed filing. Detailed filing data is available for this year.$27.1$0.76$26.3$26.9$21.2$5.64
2017Detailed filing. Detailed filing data is available for this year.$21.1$0.60$20.5$23.9$20.5$3.39
2016Detailed filing. Detailed filing data is available for this year.$17.5$0.90$16.5$21.1$21.1$0.08
2015Detailed filing. Detailed filing data is available for this year.$17.3$0.29$17.0$22.1$25.6$3.49
2014Detailed filing. Detailed filing data is available for this year.$21.2$0.54$20.6$21.3$22.9$1.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$0.44$22.3$22.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$0.74$21.3$25.8
2011Summary only. Only limited summary data is available for this year.$25.7$1.00$24.7$22.4$24.4$2.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.48$26.0$22.3
2008Detailed filing. Detailed filing data is available for this year.$20.8$0.20$20.6$23.0$19.9$3.15