Civic Intelligence

Sheet Metal Workers Local 85 Welfare Fund

990 • Fiscal year 2015 • EIN 58-6056203

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 03, 2016

Organization Profile

View Organization Page

3835 Presidential PkwyAtlanta, GA 30340

(770) 455-3802

Siviq Scores

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

Liabilities / Assets

87th percentile

0.51x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

0.57x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

51st percentile

2.1%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Asset Growth

73rd percentile

8.7%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

11%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$9,183,732

Up $733,465 (+8.7%) from 2014

Net Assets

Up

$4,493,888

Up $96,396 (+2.2%) from 2014

Liabilities

Up

$4,689,844

Up $637,069 (+16%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin51st percentile

Revenue

Up

$8,292,346

Up $849,882 (+11%) from 2014

Expenses

Up

$8,115,166

Up $3,347,787 (+70%) from 2014

Net Income

Down

$177,180

Down $2,497,905 (-93%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2011: $9,254,503Liabilities 2011: $5,229,498Net Assets 2011: $4,025,0052011Assets 2012: $9,770,563Liabilities 2012: $4,792,449Net Assets 2012: $4,978,1142012Assets 2013: $7,993,739Liabilities 2013: $6,241,680Net Assets 2013: $1,752,0592013Assets 2014: $8,450,267Liabilities 2014: $4,052,775Net Assets 2014: $4,397,4922014Assets 2015: $9,183,732Liabilities 2015: $4,689,844Net Assets 2015: $4,493,8882015Assets 2016: $7,980,815Liabilities 2016: $6,656,721Net Assets 2016: $1,324,0942016Assets 2017: $9,738,687Liabilities 2017: $6,908,827Net Assets 2017: $2,829,8602017Assets 2018: $9,703,403Liabilities 2018: $88,150Net Assets 2018: $9,615,2532018Assets 2019: $12,050,847Liabilities 2019: $198,480Net Assets 2019: $11,852,3672019Assets 2020: $12,213,472Liabilities 2020: $112,997Net Assets 2020: $12,100,4752020Assets 2021: $11,960,555Liabilities 2021: $120,671Net Assets 2021: $11,839,8842021Assets 2022: $9,216,171Liabilities 2022: $69,866Net Assets 2022: $9,146,3052022Assets 2023: $6,756,180Liabilities 2023: $43,149Net Assets 2023: $6,713,0312023Assets 2024: $8,248,228Liabilities 2024: $111,925Net Assets 2024: $8,136,3032024

Highlighted filing

2015

Assets$9,183,732
Liabilities$4,689,844
Net Assets$4,493,888
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $7,368,376Expenses 2011: $6,024,291Net Income 2011: $1,344,0852011Revenue 2012: $7,234,803Expenses 2012: $6,281,694Net Income 2012: $953,1092012Expenses 2013: $10,048,0772013Revenue 2014: $7,442,464Expenses 2014: $4,767,379Net Income 2014: $2,675,0852014Revenue 2015: $8,292,346Expenses 2015: $8,115,166Net Income 2015: $177,1802015Revenue 2016: $9,461,664Expenses 2016: $12,623,414Net Income 2016: -$3,161,7502016Revenue 2017: $9,952,831Expenses 2017: $8,424,960Net Income 2017: $1,527,8712017Revenue 2018: $10,338,768Expenses 2018: $10,420,187Net Income 2018: -$81,4192018Revenue 2019: $12,271,380Expenses 2019: $10,034,266Net Income 2019: $2,237,1142019Revenue 2020: $12,580,364Expenses 2020: $12,332,256Net Income 2020: $248,1082020Revenue 2021: $12,790,339Expenses 2021: $13,050,930Net Income 2021: -$260,5912021Revenue 2022: $12,171,943Expenses 2022: $14,865,522Net Income 2022: -$2,693,5792022Revenue 2023: $13,045,260Expenses 2023: $15,478,534Net Income 2023: -$2,433,2742023Revenue 2024: $16,037,467Expenses 2024: $14,614,195Net Income 2024: $1,423,2722024

Highlighted filing

2015

Revenue$8,292,346
Expenses$8,115,166
Net Income$177,180
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 3, 2016
Return Version
2014v6.0
Gross Receipts
$8,292,346
Mission and Program Overview

Mission

The provision of benefits to participants.

The purpose of this fund is to maintain a plan of benefits which provides life, accidental death and dismemberment, disability, hospitalization and major medical benefits as specified in the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,729,111$7,759,157▲ $1,030,046
Accounts Receivable$640,378$891,073▲ $250,695
Cash and Non-Interest-Bearing Accounts$1,074,110$528,617▼ $545,493
Prepaid Expenses and Deferred Charges$6,668$4,885▼ $1,783
Total Assets$8,450,267$9,183,732▲ $733,465
Liabilities
Other Liabilities$3,990,986$4,655,836▲ $664,850
Accounts Payable and Accrued Expenses$61,789$34,008▼ $27,781
Total Liabilities$4,052,775$4,689,844▲ $637,069
Net Assets / Fund Balance
Unrestricted Net Assets$4,397,492$4,493,888▲ $96,396
Total Net Assets Fund Balance$4,397,492$4,493,888▲ $96,396
Total Liabilities and Net Assets / Fund Balance$8,450,267$9,183,732▲ $733,465
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Buddy MawyerTrustee
Eric HerfurthTrustee
Jack KnoxTrustee
Keith HarrisTrustee
Randy BeallTrustee
Ronald WhatleyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,179,801
Investment Income
$112,545
Other Revenue
$0
Change in Net Assets
$177,180

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,269,836
Revenue Not Reported on Financial Statements
$22,511
Revenue Not Reported on Form 990
$-80,784
Total Revenue per Audited Statements
$8,189,052
Total Revenue per Form 990
$8,292,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$550,157
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,565,009
Fees for Services Other---$336,103
Other Expenses---$79,569
Office Expenses---$46,226
Fees for Services Legal---$32,186
Fees for Service Investment Mgmnt Fees---$22,511
Fees for Services Accounting---$15,478
Insurance---$10,775
Conferences and Meetings---$7,309
Total Functional Expenses$0$0$0$8,115,166

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,115,165
Expenses per Audited Statements$7,427,803
Total Expenses per Audited Statements$7,427,803
Expenses Not Reported on Financial Statements$687,362
Other Expense Adjustments$664,851
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
Reserve Liabilities$4,655,836
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 11

“Form 990 is available for review by the board of trustees.”

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

“Each trustee is required to review the conflict of interest policy and sign the annual conflict of interest statement.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available for inspection at the fund office.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 85 Welfare Fun
EIN
58-6056203
Phone
7704553802
Address
3835 PRESIDENTIAL PKWY, ATLANTA, GA 30340

Signing Officer

Name
Ronald Whatley
Title
Fin Sec/bus Mger
Phone
4047582689
Signed
2016-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Whatley
Formed
1966
Legal Domicile
Ga
Voting Board Members
5
Independent Board Members
5
Employees
17
Volunteers
0

Preparer

Firm
Agh LLC
Address
3500 PIEDMONT RD SUITE 500, ATLANTA, GA 30305
Preparer
K Shannon Clack
Phone
4042335486
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in plan benefit obligations”

Raw XML Appendix310 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/SupplementalInformationDetail/ExplanationTxt0CHANGE IN PLAN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS AVAILABLE FOR REVIEW BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE IS REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THE ANNUAL CONFLICT OF INTEREST STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE.
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IRS990/TotalRevenueGrp/ExclusionAmt0112545
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08179801
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08292346
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08450267
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09183732
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04397492
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04493888
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03835 PRESIDENTIAL PKWY
IRS990/USAddress/CityNm0ATLANTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030340
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD WHATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIN SEC/BUS MGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04047582689
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 85 WELFARE FUN
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0586056203
ReturnHeader/Filer/PhoneNum07704553802
ReturnHeader/Filer/USAddress/AddressLine1Txt03835 PRESIDENTIAL PKWY
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030340
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582588678
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 PIEDMONT RD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030305
ReturnHeader/PreparerPersonGrp/PhoneNum04042335486
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K SHANNON CLACK
ReturnHeader/ReturnTs02016-03-30T12:22:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,183,732
Liabilities
$4,689,844
Net assets
$4,493,888
Revenue
$8,292,346
Expenses
$8,115,166
Net income
$177,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.25$0.11$8.14$16.0$14.6$1.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.04$6.71$13.0$15.5$2.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.22$0.07$9.15$12.2$14.9$2.69
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.12$11.8$12.8$13.1$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.11$12.1$12.6$12.3$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.20$11.9$12.3$10.0$2.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$0.09$9.62$10.3$10.4$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.74$6.91$2.83$9.95$8.42$1.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$6.66$1.32$9.46$12.6$3.16
2015Detailed filing. Detailed filing data is available for this year.$9.18$4.69$4.49$8.29$8.12$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.45$4.05$4.40$7.44$4.77$2.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.99$6.24$1.75$10.0
2012Summary only. Only limited summary data is available for this year.$9.77$4.79$4.98$7.23$6.28$0.95
2011Summary only. Only limited summary data is available for this year.$9.25$5.23$4.03$7.37$6.02$1.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $5M-$10M nonprofits