Civic Intelligence

Sheet Metal Workers Local Union 32 Health & Welfare Trust Fund

990 • Fiscal year 2016 • EIN 65-6088549

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2017

Organization Profile

View Organization Page

2010 NW 150th Avenue Ste 100Pembroke Pines, FL 33028

(305) 816-0162

Siviq Scores

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

Liabilities / Assets

75th percentile

0.17x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.22x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

64th percentile

7.8%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

47th percentile

1.6%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

7.3%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$3,615,638

Up $55,697 (+1.6%) from 2015

Net Assets

Up

$2,990,843

Up $268,043 (+9.8%) from 2015

Liabilities

Down

$624,795

Down $212,346 (-25%) from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin64th percentile

Revenue

Up

$2,859,158

Up $194,147 (+7.3%) from 2015

Expenses

Down

$2,635,037

Down $129,264 (-4.7%) from 2015

Net Income

Up

$224,121

Up $323,411 (+326%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,508,476Liabilities 2010: $1,298,799Net Assets 2010: $4,209,6772010Assets 2011: $5,640,445Liabilities 2011: $1,338,965Net Assets 2011: $4,301,4802011Assets 2012: $5,211,213Liabilities 2012: $1,215,024Net Assets 2012: $3,996,1892012Assets 2013: $5,006,338Liabilities 2013: $1,527,552Net Assets 2013: $3,478,7862013Assets 2014: $4,010,945Liabilities 2014: $1,135,827Net Assets 2014: $2,875,1182014Assets 2015: $3,559,941Liabilities 2015: $837,141Net Assets 2015: $2,722,8002015Assets 2016: $3,615,638Liabilities 2016: $624,795Net Assets 2016: $2,990,8432016Assets 2017: $3,802,425Liabilities 2017: $757,824Net Assets 2017: $3,044,6012017Assets 2018: $3,369,558Liabilities 2018: $785,449Net Assets 2018: $2,584,1092018Assets 2019: $3,146,957Liabilities 2019: $730,678Net Assets 2019: $2,416,2792019Assets 2021: $2,589,478Liabilities 2021: $730,678Net Assets 2021: $1,858,8002021Assets 2022: $2,789,687Liabilities 2022: $730,678Net Assets 2022: $2,059,0092022Assets 2023: $2,575,489Liabilities 2023: $769,548Net Assets 2023: $1,805,9412023Assets 2024: $3,694,859Liabilities 2024: $983,264Net Assets 2024: $2,711,5952024Assets 2025: $4,556,915Liabilities 2025: $16,318Net Assets 2025: $4,540,5972025

Highlighted filing

2016

Assets$3,615,638
Liabilities$624,795
Net Assets$2,990,843
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,575,5142010Expenses 2011: $3,510,8902011Revenue 2012: $3,721,180Expenses 2012: $4,049,293Net Income 2012: -$328,1132012Expenses 2013: $3,752,8112013Revenue 2014: $2,422,427Expenses 2014: $3,084,491Net Income 2014: -$662,0642014Revenue 2015: $2,665,011Expenses 2015: $2,764,301Net Income 2015: -$99,2902015Revenue 2016: $2,859,158Expenses 2016: $2,635,037Net Income 2016: $224,1212016Revenue 2017: $3,374,506Expenses 2017: $3,274,606Net Income 2017: $99,9002017Revenue 2018: $3,162,817Expenses 2018: $3,582,701Net Income 2018: -$419,8842018Revenue 2019: $3,045,448Expenses 2019: $3,315,685Net Income 2019: -$270,2372019Revenue 2021: $3,176,918Expenses 2021: $3,481,546Net Income 2021: -$304,6282021Revenue 2022: $3,986,309Expenses 2022: $3,642,096Net Income 2022: $344,2132022Revenue 2023: $3,416,261Expenses 2023: $3,644,170Net Income 2023: -$227,9092023Revenue 2024: $4,941,679Expenses 2024: $4,093,289Net Income 2024: $848,3902024Revenue 2025: $5,409,177Expenses 2025: $4,549,879Net Income 2025: $859,2982025

Highlighted filing

2016

Revenue$2,859,158
Expenses$2,635,037
Net Income$224,121
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 26, 2017
Return Version
2015v3.0
Gross Receipts
$2,859,158
Mission and Program Overview

Mission

SEE BELOW

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,643,607$2,777,826▲ $134,219
Savings and Temporary Cash Investments$538,532$658,459▲ $119,927
Accounts Receivable$377,804$179,352▼ $198,452
Cash and Non-Interest-Bearing Accounts$3$1▼ $2
Total Assets$3,559,946$3,615,638▲ $55,692
Liabilities
Other Liabilities$837,141$624,795▼ $212,346
Total Liabilities$837,141$624,795▼ $212,346
Net Assets / Fund Balance
Unrestricted Net Assets$2,722,805$2,990,843▲ $268,038
Total Net Assets Fund Balance$2,722,805$2,990,843▲ $268,038
Total Liabilities and Net Assets / Fund Balance$3,559,946$3,615,638▲ $55,692
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Christopher J RitchieTrustee
Daniel VillarruelTrustee
David PuittinenTrustee
Harley McdougalTrustee
John RudisillTrustee
Robert LevyTrustee
William MedlinTrustee
William a Marvel JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,785,394
Investment Income
$72,595
Other Revenue
$1,169
Change in Net Assets
$224,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,845,701
Revenue Not Reported on Financial Statements
$13,457
Revenue Not Reported on Form 990
$43,917
Total Revenue per Audited Statements
$2,889,618
Total Revenue per Form 990
$2,859,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$181,606
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---$2,453,431
Fees for Services Legal---$56,500
Fees for Services Accounting---$17,258
Fees for Service Investment Mgmnt Fees---$13,457
Office Expenses---$12,350
Other Expenses---$564
All Other Expenses---$496
Total Functional Expenses$0$0$0$2,635,037

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,635,037
Expenses per Audited Statements$2,621,580
Total Expenses per Audited Statements$2,621,580
Expenses Not Reported on Financial Statements$13,457
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
Est Future Group Insurance Premiums$624,795
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 11B

“A copy of the 990 was sent to the plan's trustees for their review and approval prior to the filing of the return”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local Union 32
EIN
65-6088549
Phone
3058160162
Address
2010 NW 150TH AVENUE STE 100, PEMBROKE PINES, FL 33028

Signing Officer

Name
William a Marvel Jr
Title
Trustee
Phone
8008425899
Signed
2017-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William a Marvel Jr
Formed
1965
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Ksdt & Co LLC
Address
9300 S DADELAND BLVD STE 600, MIAMI, FL 33156-2721
Preparer
Steven Gordon CPA
Phone
3056703370
Supplemental Narrative

Additional Explanations

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

“Expenses used to provide medical, vision & dental benefits to participants”

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.

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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03559946
IRS990/TotalAssetsEOYAmt03615638
IRS990/TotalAssetsGrp/BOYAmt03559946
IRS990/TotalAssetsGrp/EOYAmt03615638
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02635037
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0837141
IRS990/TotalLiabilitiesEOYAmt0624795
IRS990/TotalLiabilitiesGrp/BOYAmt0837141
IRS990/TotalLiabilitiesGrp/EOYAmt0624795
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02722805
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02990843
IRS990/TotalProgramServiceRevenueAmt02785394
IRS990/TotalRevenueGrp/ExclusionAmt072595
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02786563
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02859158
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03559946
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03615638
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02722805
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02990843
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM A MARVEL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08008425899
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL UNION 32
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LU 32 HEALTH & WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0656088549
ReturnHeader/Filer/PhoneNum03058160162
ReturnHeader/Filer/USAddress/AddressLine1Txt02010 NW 150TH AVENUE STE 100
ReturnHeader/Filer/USAddress/CityNm0PEMBROKE PINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260547877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSDT & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 S DADELAND BLVD STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331562721
ReturnHeader/PreparerPersonGrp/PhoneNum03056703370
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN GORDON CPA
ReturnHeader/ReturnTs02017-01-26T15:21:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
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
$3,615,638
Liabilities
$624,795
Net assets
$2,990,843
Revenue
$2,859,158
Expenses
$2,635,037
Net income
$224,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.56$0.02$4.54$5.41$4.55$0.86
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.98$2.71$4.94$4.09$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.77$1.81$3.42$3.64$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.73$2.06$3.99$3.64$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.73$1.86$3.18$3.48$0.30
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.73$2.42$3.05$3.32$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.79$2.58$3.16$3.58$0.42
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.76$3.04$3.37$3.27$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.62$0.62$2.99$2.86$2.64$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.56$0.84$2.72$2.67$2.76$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.01$1.14$2.88$2.42$3.08$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$1.53$3.48$3.75
2012Summary only. Only limited summary data is available for this year.$5.21$1.22$4.00$3.72$4.05$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$1.34$4.30$3.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$1.30$4.21$3.58