Civic Intelligence

Sheet Metal Workers Local 15 Medical Fund

990 • Fiscal year 2016 • EIN 59-6158477

Aug 01, 2015 to Jul 31, 2016 • Filed on May 08, 2016

Organization Profile

View Organization Page

PO Box 1449Goodlettsville, TN 37070-1449

(615) 859-0131

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.09x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.18x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$92,550

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

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

Asset Growth

22nd percentile

-6.2%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

22nd percentile

-6.5%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$4,497,683

Down $296,408 (-6.2%) from 2015

Net Assets

Down

$4,109,716

Down $319,460 (-7.2%) from 2015

Liabilities

Up

$387,967

Up $23,052 (+6.3%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin16th percentile

Revenue

Down

$2,126,362

Down $147,981 (-6.5%) from 2015

Expenses

Up

$2,445,822

Up $85,459 (+3.6%) from 2015

Net Income

Down

-$319,460

Down $233,440 (-271%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,166,814Liabilities 2011: $254,010Net Assets 2011: $6,912,8042011Assets 2012: $6,767,370Liabilities 2012: $330,882Net Assets 2012: $6,436,4882012Assets 2014: $4,757,280Liabilities 2014: $242,084Net Assets 2014: $4,515,1962014Assets 2015: $4,794,091Liabilities 2015: $364,915Net Assets 2015: $4,429,1762015Assets 2016: $4,497,683Liabilities 2016: $387,967Net Assets 2016: $4,109,7162016Assets 2017: $4,534,432Liabilities 2017: $273,266Net Assets 2017: $4,261,1662017Assets 2018: $4,819,833Liabilities 2018: $238,746Net Assets 2018: $4,581,0872018Assets 2019: $4,332,335Liabilities 2019: $618,991Net Assets 2019: $3,713,3442019Assets 2020: $3,019,503Liabilities 2020: $522,016Net Assets 2020: $2,497,4872020Assets 2021: $2,365,863Liabilities 2021: $520,246Net Assets 2021: $1,845,6172021Assets 2022: $1,814,988Liabilities 2022: $354,843Net Assets 2022: $1,460,1452022Assets 2023: $1,600,099Liabilities 2023: $227,486Net Assets 2023: $1,372,6132023Assets 2024: $1,840,498Liabilities 2024: $256,108Net Assets 2024: $1,584,3902024

Highlighted filing

2016

Assets$4,497,683
Liabilities$387,967
Net Assets$4,109,716
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,485,215Expenses 2011: $2,562,314Net Income 2011: -$77,0992011Revenue 2012: $2,380,417Expenses 2012: $2,856,733Net Income 2012: -$476,3162012Revenue 2014: $2,109,976Expenses 2014: $2,647,676Net Income 2014: -$537,7002014Revenue 2015: $2,274,343Expenses 2015: $2,360,363Net Income 2015: -$86,0202015Revenue 2016: $2,126,362Expenses 2016: $2,445,822Net Income 2016: -$319,4602016Revenue 2017: $2,112,917Expenses 2017: $1,961,467Net Income 2017: $151,4502017Revenue 2018: $2,408,287Expenses 2018: $2,088,366Net Income 2018: $319,9212018Revenue 2019: $2,558,293Expenses 2019: $3,426,036Net Income 2019: -$867,7432019Revenue 2020: $2,322,327Expenses 2020: $3,538,184Net Income 2020: -$1,215,8572020Revenue 2021: $2,147,127Expenses 2021: $2,798,997Net Income 2021: -$651,8702021Revenue 2022: $2,254,321Expenses 2022: $2,639,793Net Income 2022: -$385,4722022Revenue 2023: $2,209,165Expenses 2023: $2,296,697Net Income 2023: -$87,5322023Revenue 2024: $2,707,496Expenses 2024: $2,495,719Net Income 2024: $211,7772024

Highlighted filing

2016

Revenue$2,126,362
Expenses$2,445,822
Net Income-$319,460
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
May 8, 2016
Return Version
2015v3.0
Gross Receipts
$5,098,616
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,297,591$4,138,835▼ $158,756
Accounts Receivable$189,209$188,994▼ $215
Cash and Non-Interest-Bearing Accounts$307,291$169,854▼ $137,437
Total Assets$4,794,091$4,497,683▼ $296,408
Liabilities
Other Liabilities$340,000$360,000▲ $20,000
Accounts Payable and Accrued Expenses$24,915$27,967▲ $3,052
Total Liabilities$364,915$387,967▲ $23,052
Net Assets / Fund Balance
Unrestricted Net Assets$4,429,176$4,109,716▼ $319,460
Total Net Assets Fund Balance$4,429,176$4,109,716▼ $319,460
Total Liabilities and Net Assets / Fund Balance$4,794,091$4,497,683▼ $296,408
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
PATRICK O'LEARYTrusteePT$92,550$92,550
Brian a MccordTrusteePT$88,534$88,534

Board Members and Trustees

NameTitle
Mary SinclairTrustee
Ralph CarverTrustee
Ron LapinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,935,117
Investment Income
$191,245
Other Revenue
$0
Change in Net Assets
$-319,460

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,126,362
Total Revenue per Audited Statements
$2,126,362
Total Revenue per Form 990
$2,126,362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$251,338
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---$2,194,484
Fees for Services Accounting---$16,500
Fees for Service Investment Mgmnt Fees---$16,284
Fees for Services Legal---$14,174
Conferences and Meetings---$11,903
All Other Expenses---$8,482
Other Expenses---$8,450
Insurance---$6,708
Total Functional Expenses$0$0$0$2,445,822

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,445,822
Total Expenses per Audited Statements$2,445,822
Total Expenses per Form 990$2,445,822
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
Claims Incurred But Not Reported$360,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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, Page 6, Part VI, Line 9

“Ralph carver mcdonald air & sheet metal, inc. Orlando, fl 32808 ron lapin lapin sheet metal company, inc. Orlando, fl 32839”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 15
EIN
59-6158477
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070-1449

Signing Officer

Name
PATRICK O'LEARY
Title
Trustee
Phone
6158590131
Signed
2016-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Sinclair
Formed
1965
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Gramling & Haya CPA Pa
Address
PO BOX 290069, TAMPA, FL 33687
Preparer
Daniel Haya
Phone
8139889171
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The fund provides major medical, hospital, surgical dental, death and other benefits for eligible participants and their dependents”

Form 990, Part XI, Line 9

“Increase in claims payable 0 medical expenses 0”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

“Increase in claims payable 0”

Raw XML Appendix297 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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IRS990/USAddress/CityNm0ST PETERSBURG
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033712
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK O'LEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 15
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0596158477
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370701449
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591891796
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAMLING & HAYA CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 290069
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033687
ReturnHeader/PreparerPersonGrp/PhoneNum08139889171
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL HAYA
ReturnHeader/ReturnTs02017-05-08T13:11:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,497,683
Liabilities
$387,967
Net assets
$4,109,716
Revenue
$2,126,362
Expenses
$2,445,822
Net income
-$319,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.26$1.58$2.71$2.50$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.23$1.37$2.21$2.30$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.35$1.46$2.25$2.64$0.39
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.52$1.85$2.15$2.80$0.65
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.52$2.50$2.32$3.54$1.22
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.62$3.71$2.56$3.43$0.87
2018Detailed filing. Detailed filing data is available for this year.$4.82$0.24$4.58$2.41$2.09$0.32
2017Detailed filing. Detailed filing data is available for this year.$4.53$0.27$4.26$2.11$1.96$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.50$0.39$4.11$2.13$2.45$0.32
2015Summary only. Only limited summary data is available for this year.$4.79$0.36$4.43$2.27$2.36$0.09
2014Summary only. Only limited summary data is available for this year.$4.76$0.24$4.52$2.11$2.65$0.54
2012Summary only. Only limited summary data is available for this year.$6.77$0.33$6.44$2.38$2.86$0.48
2011Summary only. Only limited summary data is available for this year.$7.17$0.25$6.91$2.49$2.56$0.08