Civic Intelligence

Sheet Metal Workers Local 85 Welfare Fund

990 • Fiscal year 2016 • EIN 58-6056203

Jul 01, 2015 to Jun 30, 2016 • Filed on May 09, 2017

Organization Profile

View Organization Page

2001 Caldwell DriveGoodlettsville, TN 37072

(615) 859-0324

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.83x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.70x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

10th percentile

-33%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

13th percentile

-13%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$7,980,815

Down $1,202,917 (-13%) from 2015

Net Assets

Down

$1,324,094

Down $3,169,794 (-71%) from 2015

Liabilities

Up

$6,656,721

Up $1,966,877 (+42%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin10th percentile

Revenue

Up

$9,461,664

Up $1,169,318 (+14%) from 2015

Expenses

Up

$12,623,414

Up $4,508,248 (+56%) from 2015

Net Income

Down

-$3,161,750

Down $3,338,930 (-1884%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2016

Assets$7,980,815
Liabilities$6,656,721
Net Assets$1,324,094
Open 2016 Filing

Operations Trend

Revenue Growth74th 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

2016

Revenue$9,461,664
Expenses$12,623,414
Net Income-$3,161,750
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$9,461,664
Mission and Program Overview

Mission

The provision of benefits to participants.

HEALTH AND WELFARE FUND

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,759,157$6,752,217▼ $1,006,940
Accounts Receivable$891,073$930,019▲ $38,946
Cash and Non-Interest-Bearing Accounts$528,617$292,487▼ $236,130
Prepaid Expenses and Deferred Charges$4,885$6,092▲ $1,207
Total Assets$9,183,732$7,980,815▼ $1,202,917
Liabilities
Other Liabilities$4,655,836$6,615,058▲ $1,959,222
Accounts Payable and Accrued Expenses$34,008$41,663▲ $7,655
Total Liabilities$4,689,844$6,656,721▲ $1,966,877
Net Assets / Fund Balance
Unrestricted Net Assets$4,493,888$1,324,094▼ $3,169,794
Total Net Assets Fund Balance$4,493,888$1,324,094▼ $3,169,794
Total Liabilities and Net Assets / Fund Balance$9,183,732$7,980,815▼ $1,202,917
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Buddy MawyerTrustee
Eric HerfurthTrustee
Jack KnoxTrustee
James Jackson IiiTrustee
Keith HarrisTrustee
Ronald WhatleyTrustee
Steve LangleyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,389,436
Investment Income
$72,228
Other Revenue
$0
Change in Net Assets
$-3,161,750

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,440,236
Revenue Not Reported on Financial Statements
$21,428
Revenue Not Reported on Form 990
$-8,044
Total Revenue per Audited Statements
$9,432,192
Total Revenue per Form 990
$9,461,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$506,088
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---$12,117,326
Fees for Services Other---$312,243
Other Expenses---$61,378
Office Expenses---$41,236
Fees for Services Legal---$31,588
Fees for Service Investment Mgmnt Fees---$21,428
Fees for Services Accounting---$20,336
Insurance---$10,829
Conferences and Meetings---$7,050
Total Functional Expenses$0$0$0$12,623,414

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,623,413
Expenses per Audited Statements$10,642,763
Total Expenses per Audited Statements$10,642,763
Expenses Not Reported on Financial Statements$1,980,650
Other Expense Adjustments$1,959,222
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$6,615,058
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
6158590324
Address
2001 CALDWELL DRIVE, GOODLETTSVILLE, TN 37072

Signing Officer

Name
Ronald Whatley
Title
Chairman
Phone
4047582689
Signed
2017-05-09
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
35
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 Appendix313 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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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/ExclusionAmt072228
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09389436
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09461664
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09183732
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07980815
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04493888
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01324094
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02001 CALDWELL DRIVE
IRS990/USAddress/CityNm0GOODLETTSVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037072
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD WHATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04047582689
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 85 WELFARE FUN
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0586056203
ReturnHeader/Filer/PhoneNum06158590324
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 CALDWELL DRIVE
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037072
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/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K SHANNON CLACK
ReturnHeader/ReturnTs02017-05-10T10:12:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
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
$7,980,815
Liabilities
$6,656,721
Net assets
$1,324,094
Revenue
$9,461,664
Expenses
$12,623,414
Net income
-$3,161,750
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
2016Detailed filing. Detailed filing data is available for this year.$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. 2016 filings • 501(c)9 • $5M-$10M nonprofits