Civic Intelligence

Sheet Metal Workers Local 85 Welfare Fund

990 • Fiscal year 2020 • EIN 58-6056203

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 16, 2021

Organization Profile

View Organization Page

P O Box 1449Goodlettsville, TN 37070

(615) 859-0131

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

42nd percentile

2.0%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

32nd percentile

1.3%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

2.5%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$12,213,472

Up $162,625 (+1.3%) from 2019

Net Assets

Up

$12,100,475

Up $248,108 (+2.1%) from 2019

Liabilities

Down

$112,997

Down $85,483 (-43%) from 2019

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin42nd percentile

Revenue

Up

$12,580,364

Up $308,984 (+2.5%) from 2019

Expenses

Up

$12,332,256

Up $2,297,990 (+23%) from 2019

Net Income

Down

$248,108

Down $1,989,006 (-89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2020

Assets$12,213,472
Liabilities$112,997
Net Assets$12,100,475
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$12,580,364
Expenses$12,332,256
Net Income$248,108
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 16, 2021
Return Version
2019v5.1
Gross Receipts
$12,580,364
Mission and Program Overview

Mission

The provision of benefits to participants.

To provide health insurance benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,852,367$12,100,475▲ $248,108
Investments in Publicly Traded Securities$9,088,679$10,812,882▲ $1,724,203
Accounts Receivable$1,324,712$1,094,327▼ $230,385
Cash and Non-Interest-Bearing Accounts$1,272,275$241,709▼ $1,030,566
Savings and Temporary Cash Investments$359,510$58,674▼ $300,836
Prepaid Expenses and Deferred Charges$5,671$5,880▲ $209
Total Assets$12,050,847$12,213,472▲ $162,625
Liabilities
Accounts Payable and Accrued Expenses$198,480$112,997▼ $85,483
Total Liabilities$198,480$112,997▼ $85,483
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,852,367$12,100,475▲ $248,108
Total Liabilities and Net Assets / Fund Balance$12,050,847$12,213,472▲ $162,625
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,241,292
Investment Income
$339,072
Other Revenue
$0
Change in Net Assets
$248,108

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,580,364
Total Revenue per Audited Statements
$12,580,364
Total Revenue per Form 990
$12,580,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$423,962
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$11,908,294--$11,908,294
Office Expenses-$31,820-$31,820
Fees for Services Legal-$30,617-$30,617
Fees for Service Investment Mgmnt Fees-$26,354-$26,354
Fees for Services Accounting-$16,760-$16,760
All Other Expenses-$13,345-$13,345
Insurance-$12,288-$12,288
Other Expenses-$6,005-$6,005
Conferences and Meetings-$5,173-$5,173
Total Functional Expenses$11,908,294$423,962$0$12,332,256

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,332,256
Total Expenses per Audited Statements$12,332,256
Total Expenses per Form 990$12,332,256
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
Federal income taxes-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 12

“Board of trustess meet quarterly at that tome review all policies in force their strict adherence to them”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 85 Welfare Fund
EIN
58-6056203
Phone
6158590131
Address
P O BOX 1449, GOODLETTSVILLE, TN 37070

Signing Officer

Name
Ronald Whatley
Title
Trustee
Phone
6158590131
Signed
2021-04-16
Discuss with paid preparer
No

Organization Details

Formed
1966
Legal Domicile
Ga
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Dennis G Jenkins Cpallc
Address
1690 STONE VILLAGE LN, KENNESAW, GA 30152
Preparer
Dennis G Jenkins Cpallc
Phone
7704245766
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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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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012050847
IRS990/TotalAssetsEOYAmt012213472
IRS990/TotalAssetsGrp/BOYAmt012050847
IRS990/TotalAssetsGrp/EOYAmt012213472
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0423962
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011908294
IRS990/TotalFunctionalExpensesGrp/TotalAmt012332256
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0198480
IRS990/TotalLiabilitiesEOYAmt0112997
IRS990/TotalLiabilitiesGrp/BOYAmt0198480
IRS990/TotalLiabilitiesGrp/EOYAmt0112997
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011852367
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012100475
IRS990/TotalProgramServiceExpensesAmt011908294
IRS990/TotalProgramServiceRevenueAmt012241292
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012580364
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012580364
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012050847
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012213472
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 1449
IRS990/USAddress/CityNm0GOODLETTSVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037070
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD WHATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 85 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0586056203
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENNIS G JENKINS CPALLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01690 STONE VILLAGE LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030152
ReturnHeader/PreparerPersonGrp/PhoneNum07704245766
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS G JENKINS CPALLC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-16T02:01:08-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,213,472
Liabilities
$112,997
Net assets
$12,100,475
Revenue
$12,580,364
Expenses
$12,332,256
Net income
$248,108
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)9 • $10M-$25M nonprofits