Civic Intelligence

Sheet Metal Workers Local 15 Medical Fund

990 • Fiscal year 2023 • EIN 59-6158477

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 05, 2024

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

77th percentile

0.14x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.10x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

27th percentile

-4.0%

Higher net margin than 27% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-2.0%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$1,600,099

Down $214,889 (-12%) from 2022

Net Assets

Down

$1,372,613

Down $87,532 (-6.0%) from 2022

Liabilities

Down

$227,486

Down $127,357 (-36%) from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin27th percentile

Revenue

Down

$2,209,165

Down $45,156 (-2.0%) from 2022

Expenses

Down

$2,296,697

Down $343,096 (-13%) from 2022

Net Income

Up

-$87,532

Up $297,940 (+77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2023

Assets$1,600,099
Liabilities$227,486
Net Assets$1,372,613
Open 2023 Filing

Operations Trend

Revenue Growth33rd 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

2023

Revenue$2,209,165
Expenses$2,296,697
Net Income-$87,532
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 5, 2024
Return Version
2022v5.0
Gross Receipts
$3,653,744
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,439,959--
Savings and Temporary Cash Investments$12,403$1,029,753▲ $1,017,350
Cash and Non-Interest-Bearing Accounts$178,426$360,537▲ $182,111
Accounts Receivable$184,200$209,809▲ $25,609
Total Assets$1,814,988$1,600,099▼ $214,889
Liabilities
Other Liabilities$340,000$225,000▼ $115,000
Accounts Payable and Accrued Expenses$14,843$2,486▼ $12,357
Total Liabilities$354,843$227,486▼ $127,357
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,460,145$1,372,613▼ $87,532
Total Net Assets Fund Balance$1,460,145$1,372,613▼ $87,532
Total Liabilities and Net Assets / Fund Balance$1,814,988$1,600,099▼ $214,889
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Brian a MccordTrustee
Christina LewisTrustee
Daniel LapinTrustee
Mary SinclairTrustee
PATRICK O'LEARYTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,242,653
Investment Income
$-33,488
Other Revenue
$0
Change in Net Assets
$-87,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,209,165
Total Revenue per Audited Statements
$2,209,165
Total Revenue per Form 990
$2,209,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$383,415
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$1,913,282--$1,913,282
Insurance$181,825$8,995-$190,820
Fees for Services Management$59,100$59,100-$118,200
Fees for Services Accounting$8,750$8,750-$17,500
Conferences and Meetings$14,724--$14,724
Fees for Services Other$6,624$6,624-$13,248
Office Expenses$3,461--$3,461
Fees for Services Legal$1,689$1,690-$3,379
All Other Expenses$2,370--$2,370
Other Expenses$1,474--$1,474
Total Functional Expenses$2,211,538$85,159$0$2,296,697

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,296,697
Total Expenses per Audited Statements$2,296,697
Total Expenses per Form 990$2,296,697
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$225,000
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Daniel lapin lapin sheet metal company, inc. Orlando, fl 32839 brian a. Mccord sheet metal workers local no. 15 tampa, fl 33610 christina lewis mcdonald air & sheet metal, inc. Orlando, fl 32808”

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
Mary Sinclair
Title
Trustee
Phone
6158590131
Signed
2024-06-05
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 89699, TAMPA, FL 33689-0411
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 Appendix309 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/ExplanationTxt1DANIEL LAPIN LAPIN SHEET METAL COMPANY, INC. ORLANDO, FL 32839 BRIAN A. MCCORD SHEET METAL WORKERS LOCAL NO. 15 TAMPA, FL 33610 CHRISTINA LEWIS MCDONALD AIR & SHEET METAL, INC. ORLANDO, FL 32808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02185988
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02209165
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01814988
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01600099
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0CASVANTAGE DRAFTING SERVICES INC
IRS990/USAddress/AddressLine2Txt02210 1ST AVENUE SOUTH
IRS990/USAddress/CityNm0ST PETERSBURG
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033712
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY SINCLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-05
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591891796
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAMLING & HAYA CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 89699
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0336890411
ReturnHeader/PreparerPersonGrp/PhoneNum08139889171
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL HAYA
ReturnHeader/ReturnTs02024-06-05T10:30:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SINCLAIR
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,600,099
Liabilities
$227,486
Net assets
$1,372,613
Revenue
$2,209,165
Expenses
$2,296,697
Net income
-$87,532
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