Civic Intelligence

Sheet Metal Workers Local No 4 Health and Welfare Fund

990 • Fiscal year 2022 • EIN 62-0676288

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 29, 2023

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

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Net Margin

25th percentile

-7.7%

Higher net margin than 25% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Asset Growth

45th percentile

-6.2%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-15%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets48th percentile

Assets

Flat

$3,848,734

Flat from 2022

Net Assets

Flat

$3,841,127

Flat from 2022

Liabilities

Flat

$7,607

Flat from 2022

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin25th percentile

Revenue

Flat

$3,292,865

Flat from 2022

Expenses

Flat

$3,544,812

Flat from 2022

Net Income

Flat

-$251,947

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$10M$5.0M$0Assets 2011: $3,548,997Liabilities 2011: $14,121Net Assets 2011: $3,534,8762011Assets 2012: $3,369,493Liabilities 2012: $35,632Net Assets 2012: $3,333,8612012Assets 2013: $3,082,022Liabilities 2013: $15,187Net Assets 2013: $3,066,8352013Assets 2014: $2,926,957Liabilities 2014: $14,056Net Assets 2014: $2,912,9012014Assets 2015: $2,723,197Liabilities 2015: $42,451Net Assets 2015: $2,680,7462015Assets 2016: $2,422,428Liabilities 2016: $23,155Net Assets 2016: $2,399,2732016Assets 2017: $2,393,403Liabilities 2017: $21,612Net Assets 2017: $2,371,7912017Assets 2018: $3,104,825Liabilities 2018: $16,909Net Assets 2018: $3,087,9162018Assets 2019: $3,567,808Liabilities 2019: $5,741Net Assets 2019: $3,562,0672019Assets 2020: $4,051,468Liabilities 2020: $17,892Net Assets 2020: $4,033,5762020Assets 2021: $4,104,621Liabilities 2021: $11,547Net Assets 2021: $4,093,0742021Assets 2022: $3,848,734Liabilities 2022: $7,607Net Assets 2022: $3,841,1272022Assets 2022: $3,848,734Liabilities 2022: $7,607Net Assets 2022: $3,841,1272022Assets 2023: $6,568,191Liabilities 2023: $471,419Net Assets 2023: $6,096,7722023Assets 2024: $9,851,056Liabilities 2024: $249,311Net Assets 2024: $9,601,7452024

Highlighted filing

2022

Assets$3,848,734
Liabilities$7,607
Net Assets$3,841,127
Open 2022 Filing

Operations Trend

Revenue Growth26th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,055,519Expenses 2011: $3,835,150Net Income 2011: -$779,6312011Revenue 2012: $2,931,931Expenses 2012: $3,132,946Net Income 2012: -$201,0152012Revenue 2013: $2,678,537Expenses 2013: $2,945,563Net Income 2013: -$267,0262013Revenue 2014: $2,948,904Expenses 2014: $3,102,838Net Income 2014: -$153,9342014Revenue 2015: $2,975,385Expenses 2015: $3,207,540Net Income 2015: -$232,1552015Revenue 2016: $3,183,671Expenses 2016: $3,465,144Net Income 2016: -$281,4732016Revenue 2017: $3,570,178Expenses 2017: $3,597,660Net Income 2017: -$27,4822017Revenue 2018: $3,981,940Expenses 2018: $3,265,815Net Income 2018: $716,1252018Revenue 2019: $3,771,591Expenses 2019: $3,297,440Net Income 2019: $474,1512019Revenue 2020: $4,176,305Expenses 2020: $3,704,796Net Income 2020: $471,5092020Revenue 2021: $3,869,534Expenses 2021: $3,810,036Net Income 2021: $59,4982021Revenue 2022: $3,292,865Expenses 2022: $3,544,812Net Income 2022: -$251,9472022Revenue 2022: $3,292,865Expenses 2022: $3,544,812Net Income 2022: -$251,9472022Revenue 2023: $6,461,376Expenses 2023: $4,205,731Net Income 2023: $2,255,6452023Revenue 2024: $9,747,437Expenses 2024: $6,242,464Net Income 2024: $3,504,9732024

Highlighted filing

2022

Revenue$3,292,865
Expenses$3,544,812
Net Income-$251,947
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 29, 2023
Return Version
2022v5.0
Gross Receipts
$3,292,865
Mission and Program Overview

Mission

The provision of benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,093,074$3,841,127▼ $251,947
Investments in Publicly Traded Securities$3,094,998$2,744,839▼ $350,159
Cash and Non-Interest-Bearing Accounts$584,437$710,485▲ $126,048
Accounts Receivable$403,460$374,645▼ $28,815
Prepaid Expenses and Deferred Charges$14,816$12,924▼ $1,892
Savings and Temporary Cash Investments$6,910$5,841▼ $1,069
Total Assets$4,104,621$3,848,734▼ $255,887
Liabilities
Accounts Payable and Accrued Expenses$11,547$7,607▼ $3,940
Total Liabilities$11,547$7,607▼ $3,940
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,093,074$3,841,127▼ $251,947
Total Liabilities and Net Assets / Fund Balance$4,104,621$3,848,734▼ $255,887
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Mike ThorneChairman
Jason MinkTrustee
Lamar HegwoodTrustee
Tommy RipleyTrustee
David W Sink JrSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Southern Benefit Administrators INCThird Party AdmPO BOX 1449, Goodlettsville, TN 37070-1449$109,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,411,155
Investment Income
$-350,062
Other Revenue
$231,772
Change in Net Assets
$-251,947

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,292,865
Total Revenue per Audited Statements
$3,292,865
Total Revenue per Form 990
$3,292,865
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$609,172
Salaries, Compensation, and Employee Benefits$5,136
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,930,504
Insurance---$222,206
Fees for Services Other---$106,929
Fees for Services Management---$96,000
Office Expenses---$19,587
Fees for Service Investment Mgmnt Fees---$12,397
Fees for Services Accounting---$11,450
Fees for Services Legal---$10,984
Payroll Taxes---$5,136
All Other Expenses---$2,592
Other Expenses---$1,914
Conferences and Meetings---$1,684
Total Functional Expenses$0$0$0$3,544,812

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,544,812
Total Expenses per Audited Statements$3,544,812
Total Expenses per Form 990$3,544,812
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Sheet metal workers l.u. No, 4 sheet metal workers l.u. No.4 trustee chairman work for same local. Sheet metal workers l.u. No. 4 sheet metal workers l.u. No. 4 trustee chairman work for same local sheet metal workers l.u. No. 4 sheet metal workers l.u. No. 4 trustee trustee work for same local”

Form 990, Page 6, Part VI, Line 3

“Southern benefit administrators, inc.”

Form 990, Page 6, Part VI, Line 7A

“Union trustees are appointed by local union no.4 of the sheet metal workers international association, afl-cio while employer trustees are appointed by the mechanical contractors association of memphis.”

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

“The form 990 is reviewed and approved by the entire board of trustees. It is then signed and filed.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are reviewed continually and any issues that arise are handled at regular board meetings.”

Form 990, Page 6, Part VI, Line 15A

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 15B

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request. All communications include reference to documents being available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local No 4
EIN
62-0676288
Phone
6158590131
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070-1449

Signing Officer

Name
Mike Thorne
Title
Chairman
Phone
6158590131
Signed
2023-09-29

Organization Details

Principal Officer
Mike Thorne
Formed
1963
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
7

Preparer

Firm
Daniels Irwin & Aylor
Address
223 MADISON STREET SUITE 112, MADISON, TN 37115-3660
Preparer
Douglas a Irwin
Phone
6158686008
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Accounting princilples generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or aeeet) if the organization has taken an uncertain position that more likely than not would not be sustainable upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix377 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCILPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR AEEET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHEET METAL WORKERS L.U. NO, 4 SHEET METAL WORKERS L.U. NO.4 TRUSTEE CHAIRMAN WORK FOR SAME LOCAL. SHEET METAL WORKERS L.U. NO. 4 SHEET METAL WORKERS L.U. NO. 4 TRUSTEE CHAIRMAN WORK FOR SAME LOCAL SHEET METAL WORKERS L.U. NO. 4 SHEET METAL WORKERS L.U. NO. 4 TRUSTEE TRUSTEE WORK FOR SAME LOCAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOUTHERN BENEFIT ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNION TRUSTEES ARE APPOINTED BY LOCAL UNION NO.4 OF THE SHEET METAL WORKERS INTERNATIONAL ASSOCIATION, AFL-CIO WHILE EMPLOYER TRUSTEES ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF MEMPHIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0API INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ALL KRAFT ERECTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2AMERICAN VENTURE INDUSTRIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CS3
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4CROWN CORR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5DAMON-MARCUS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6LANDMARK CONSTRUCTION & EMERGENCY S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7MORGAN & THORNBURG
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8OH HENDRICKS SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9RALPH JONES SHEET METAL & ROOFING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10VENTCON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11WALKER J WALKER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0STANDARD SHEET METAL WORKS LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS LU NO 4
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04104621
IRS990/TotalAssetsEOYAmt03848734
IRS990/TotalAssetsGrp/BOYAmt04104621
IRS990/TotalAssetsGrp/EOYAmt03848734
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03544812
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011547
IRS990/TotalLiabilitiesEOYAmt07607
IRS990/TotalLiabilitiesGrp/BOYAmt011547
IRS990/TotalLiabilitiesGrp/EOYAmt07607
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04093074
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03841127
IRS990/TotalProgramServiceRevenueAmt03411155
IRS990/TotalRevenueGrp/ExclusionAmt0-350062
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03642927
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03292865
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04104621
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03848734
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1449
IRS990/USAddress/CityNm0GOODLETTSVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd0370701449
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE THORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL NO 4
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0620676288
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370701449
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621802605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIELS IRWIN & AYLOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 MADISON STREET SUITE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0371153660
ReturnHeader/PreparerPersonGrp/PhoneNum06158686008
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A IRWIN
ReturnHeader/ReturnTs02023-10-16T16:25:15-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THORNE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,848,734
Liabilities
$7,607
Net assets
$3,841,127
Revenue
$3,292,865
Expenses
$3,544,812
Net income
-$251,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.85$0.25$9.60$9.75$6.24$3.50
2023Summary only. Only limited summary data is available for this year.$6.57$0.47$6.10$6.46$4.21$2.26
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.01$3.84$3.29$3.54$0.25
2022Summary only. Only limited summary data is available for this year.$3.85$0.01$3.84$3.29$3.54$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.01$4.09$3.87$3.81$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.02$4.03$4.18$3.70$0.47
2019Summary only. Only limited summary data is available for this year.$3.57$0.01$3.56$3.77$3.30$0.47
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.02$3.09$3.98$3.27$0.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.02$2.37$3.57$3.60$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.02$2.40$3.18$3.47$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.04$2.68$2.98$3.21$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.93$0.01$2.91$2.95$3.10$0.15
2013Summary only. Only limited summary data is available for this year.$3.08$0.02$3.07$2.68$2.95$0.27
2012Summary only. Only limited summary data is available for this year.$3.37$0.04$3.33$2.93$3.13$0.20
2011Summary only. Only limited summary data is available for this year.$3.55$0.01$3.53$3.06$3.84$0.78