Civic Intelligence

Sheet Metal Workers Local 15 Medical Fund

990 • Fiscal year 2018 • EIN 59-6158477

Aug 01, 2017 to Jul 31, 2018 • Filed on Apr 24, 2018

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

65th percentile

0.05x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.10x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

66th percentile

6.3%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$4,819,833

Up $285,401 (+6.3%) from 2017

Net Assets

Up

$4,581,087

Up $319,921 (+7.5%) from 2017

Liabilities

Down

$238,746

Down $34,520 (-13%) from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin70th percentile

Revenue

Up

$2,408,287

Up $295,370 (+14%) from 2017

Expenses

Up

$2,088,366

Up $126,899 (+6.5%) from 2017

Net Income

Up

$319,921

Up $168,471 (+111%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$4,819,833
Liabilities$238,746
Net Assets$4,581,087
Open 2018 Filing

Operations Trend

Revenue Growth74th 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

2018

Revenue$2,408,287
Expenses$2,088,366
Net Income$319,921
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Apr 24, 2018
Return Version
2017v2.3
Gross Receipts
$2,408,287
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,015,860$2,719,397▲ $703,537
Savings and Temporary Cash Investments-$1,533,447-
Cash and Non-Interest-Bearing Accounts$2,328,131$287,885▼ $2,040,246
Accounts Receivable$190,441$194,383▲ $3,942
Investments Other Securities-$84,721-
Total Assets$4,534,432$4,819,833▲ $285,401
Liabilities
Other Liabilities$250,000$220,000▼ $30,000
Accounts Payable and Accrued Expenses$23,266$18,746▼ $4,520
Total Liabilities$273,266$238,746▼ $34,520
Net Assets / Fund Balance
Unrestricted Net Assets$4,261,166$4,581,087▲ $319,921
Total Net Assets Fund Balance$4,261,166$4,581,087▲ $319,921
Total Liabilities and Net Assets / Fund Balance$4,534,432$4,819,833▲ $285,401
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Brian a MccordTrustee
Daniel LapinTrustee
Mary SinclairTrustee
PATRICK O'LEARYTrustee
Ralph CarverTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,314,780
Investment Income
$93,507
Other Revenue
$0
Change in Net Assets
$319,921

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,408,287
Total Revenue per Audited Statements
$2,408,287
Total Revenue per Form 990
$2,408,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$248,406
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---$1,839,960
Fees for Services Accounting---$16,500
Fees for Services Legal---$13,159
Insurance---$11,831
Conferences and Meetings---$10,063
Other Expenses---$9,100
All Other Expenses---$8,450
Total Functional Expenses$0$0$0$2,088,366

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,088,366
Total Expenses per Audited Statements$2,088,366
Total Expenses per Form 990$2,088,366
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$220,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 daniel 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
2018-04-24
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”

Raw XML Appendix289 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/InvestmentsOtherSecuritiesGrp/EOYAmt084721
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IRS990/ProgramServiceRevenueGrp/Desc1RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2RECIPROCAL CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3SASMI CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4EMPLOYEES; CONTRIBUTIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RALPH CARVER MCDONALD AIR & SHEET METAL, INC. ORLANDO, FL 32808 DANIEL LAPIN LAPIN SHEET METAL COMPANY, INC. ORLANDO, FL 32839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL FUND
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.199.229.34
ReturnHeader/FilingSecurityInformation/IPDt02019-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:56:06
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/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL HAYA
ReturnHeader/ReturnTs02019-05-03T08:56:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,819,833
Liabilities
$238,746
Net assets
$4,581,087
Revenue
$2,408,287
Expenses
$2,088,366
Net income
$319,921
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