Civic Intelligence

Sheet Metal Workers Local 441 Health & Welfare Plan

EIN 63-6066206 • 501(c)9 • Mobile, AL

View Organization Page

Profile

Welfare plan for union employees

1717 Old Shell RoadMobile, AL 36604

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-548%

Higher net margin than 3% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

11th percentile

-100%

Faster asset growth than 11% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

10th percentile

-38%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,445,049 (-100%) from 2015

Liabilities

Down

$0

Down $11,653 (-100%) from 2015

Net Assets

Down

$0

Down $4,433,396 (-100%) from 2015

Operations
Liabilities / Revenue50th percentileNet Margin3rd percentile

Revenue

Down

$691,622

Down $1,124,980 (-62%) from 2015

Expenses

Up

$4,484,359

Up $2,472,815 (+123%) from 2015

Net Income

Down

-$3,792,737

Down $3,597,795 (-1846%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $5,122,548Liabilities 2012: $2,902Net Assets 2012: $5,119,6462012Assets 2013: $4,829,154Liabilities 2013: $566Net Assets 2013: $4,828,5882013Assets 2014: $4,630,443Liabilities 2014: $2,105Net Assets 2014: $4,628,3382014Assets 2015: $4,445,049Liabilities 2015: $11,653Net Assets 2015: $4,433,3962015Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MRevenue 2012: $1,701,269Expenses 2012: $1,878,110Net Income 2012: -$176,8412012Revenue 2013: $1,604,215Expenses 2013: $1,895,273Net Income 2013: -$291,0582013Revenue 2014: $1,632,599Expenses 2014: $1,832,849Net Income 2014: -$200,2502014Revenue 2015: $1,816,602Expenses 2015: $2,011,544Net Income 2015: -$194,9422015Revenue 2017: $691,622Expenses 2017: $4,484,359Net Income 2017: -$3,792,7372017

Highlighted filing

2017

Revenue$691,622
Expenses$4,484,359
Net Income-$3,792,737
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$691,622
Expenses
$4,484,359
Net income
-$3,792,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.69$4.48$3.79
2015Detailed filing. Detailed filing data is available for this year.$4.45$0.01$4.43$1.82$2.01$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.63$1.83$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.00$4.83$1.60$1.90$0.29
2012Summary only. Only limited summary data is available for this year.$5.12$0.00$5.12$1.70$1.88$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$4,607,094
Mission and Program Overview

Mission

Welfare plan for union employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,792,737--
Savings and Temporary Cash Investments$3,638,800--
Accounts Receivable$133,036--
Cash and Non-Interest-Bearing Accounts$20,405--
Prepaid Expenses and Deferred Charges$1,367--
Total Assets$3,793,608$0▼ $3,793,608
Liabilities
Accounts Payable and Accrued Expenses$871--
Total Liabilities$871$0▼ $871
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,792,737$0▼ $3,792,737
Total Liabilities and Net Assets / Fund Balance$3,793,608$0▼ $3,793,608
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Chuck HillTrustee
Joseph ValleeTrustee
Patrick KennyTrustee
Robert GoramTrustee
Robert PayneTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$696,372
Investment Income
$-4,750
Other Revenue
$0
Change in Net Assets
$-3,792,737

Audited Revenue Reconciliation

Revenue per Audited Statements
$691,622
Total Revenue per Audited Statements
$691,622
Total Revenue per Form 990
$691,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,280,513
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
Other Expenses---$3,195,726
Benefits to Members---$1,203,846
Fees for Services Management---$56,100
Fees for Services Accounting---$16,600
Fees for Services Legal---$6,159
Insurance---$4,532
Office Expenses---$1,396
Total Functional Expenses$0$0$0$4,484,359

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,484,359
Total Expenses per Audited Statements$4,484,359
Total Expenses per Form 990$4,484,359
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
Sheet Metal Workers Local 441 Health & Welfare Plan
EIN
63-6066206
Phone
2514785412
Address
1717 OLD SHELL ROAD, MOBILE, AL 36604

Signing Officer

Name
Robert Payne
Title
Trustee
Phone
2514785412
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Kahalley
Formed
1968
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Kalifeh Bedsole Adams PC
Address
3224 Executive Park Cir, Mobile, AL 36606
Preparer
Kenneth Bedsole
Phone
2514760314
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The administrator reviews and discusses with board”

Pt VI, Line 12C

“The administrator constantly monitors trustees”

Pt VI, Line 15A

“Compensation of administrator is compared to other plans”

Form 990EZ, Part I, Line 8

“DECREASE IN”

Form 990EZ, Part I, Line 8

“LIABILITY FOR”

Form 990EZ, Part I, Line 8

“ESTIMATED FUTURE”

Form 990EZ, Part I, Line 8

“BENEFITS”

Form 990EZ, Part I, Line 16

“PLAN ADMIN. FEES”

Form 990EZ, Part I, Line 16

“INSURANCE”

Form 990EZ, Part II, Line 24

“Accounts Receivable - Net”

Form 990EZ, Part II, Line 24

“Prepaids”

Form 990EZ, Part II, Line 26

“Accounts Payable & Accrued Expenses”

Form 990EZ, Part II, Line 26

“Deferred Revenue”

Financial Statement Notes

Pt X, Line 2

“The organization had no uncertain tax positions that qualify for disclosure in the financial statements.”

Raw XML Appendix326 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0871
IRS990/AccountsReceivableGrp/BOYAmt0133036
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0WELFARE PLAN FOR UNION EMPLOYEES
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt01203846
IRS990/BooksInCareOfDetail/PersonNm0ALABAMA ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum02514785412
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01414 OLD SHELL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOBILE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036660
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt020405
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01203846
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-4750
IRS990/CYOtherExpensesAmt03280513
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0696372
IRS990/CYRevenuesLessExpensesAmt0-3792737
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04484359
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0691622
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MAINTAINING EMPLOYEE HEALTH & WELFARE PLAN FOR UNION EMPLOYEES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt016600
IRS990/FeesForServicesLegalGrp/TotalAmt06159
IRS990/FeesForServicesManagementGrp/TotalAmt056100
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT GORAM
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICK KENNY
IRS990/Form990PartVIISectionAGrp/PersonNm3CHUCK HILL
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH VALLEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-9761
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03905711
IRS990/GrossReceiptsAmt04607094
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt04532
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05011
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03915472
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WELFARE PLAN FOR UNION EMPLOYEES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03792737
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-9761
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9761
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt01396
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0HEALTH PLAN
IRS990/OtherExpensesGrp/TotalAmt03195726
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01367
IRS990/PrincipalOfficerNm0ED KAHALLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEES CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0665973
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130399
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02311292
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014231
IRS990/PYOtherExpensesAmt075395
IRS990/PYProgramServiceRevenueAmt01731797
IRS990/PYRevenuesLessExpensesAmt0-640659
IRS990/PYTotalExpensesAmt02386687
IRS990/PYTotalRevenueAmt01746028
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-3792737
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03792737
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03638800
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt04484359
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt0691622
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt04484359
IRS990ScheduleD/TotalRevenuePerForm990Amt0691622
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0691622
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04484359
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0SHEET METAL WORK NATL HEALTH FUND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1SHEET METAL WORK NATL HEALTH FUND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02016-12-28
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12017-05-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0521466749
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1521466749
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt03153965
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt141761
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)9
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)9
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 1449
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1PO BOX 1449
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0GOODLETTSVILLE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1GOODLETTSVILLE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0TN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1TN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0370701449
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd1370701449
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATOR REVIEWS AND DISCUSSES WITH BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ADMINISTRATOR CONSTANTLY MONITORS TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF ADMINISTRATOR IS COMPARED TO OTHER PLANS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECREASE IN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LIABILITY FOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ESTIMATED FUTURE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BENEFITS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PLAN ADMIN. FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Net
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaids
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accounts Payable & Accrued Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Deferred Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt03793608
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt03793608
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04484359
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0871
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0871
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03792737
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceRevenueAmt0696372
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0691622
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0691622
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03793608
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01717 OLD SHELL ROAD
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036604
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT PAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514785412
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 441 HEALTH & WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0636066206
ReturnHeader/Filer/PhoneNum02514785412
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 OLD SHELL ROAD
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F91A2A398E9B9B1804208AF67848EBC3E2AA9D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F91A2A398E9B9B1804208AF67848EBC3E2AA9D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.248.125.49
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:27:50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kalifeh Bedsole Adams PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03224 Executive Park Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mobile
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514760314
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH BEDSOLE
ReturnHeader/ReturnTs02017-11-14T12:27:57-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.