Civic Intelligence

Sheet Metal Workers Local Union 32 Health & Welfare Trust Fund

990 • Fiscal year 2017 • EIN 65-6088549

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 01, 2018

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

78th percentile

0.20x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.22x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

53rd percentile

3.0%

Higher net margin than 53% of similar nonprofits.

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

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.

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

Asset Growth

50th percentile

5.2%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$3,802,425

Up $186,787 (+5.2%) from 2016

Net Assets

Up

$3,044,601

Up $53,758 (+1.8%) from 2016

Liabilities

Up

$757,824

Up $133,029 (+21%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin53rd percentile

Revenue

Up

$3,374,506

Up $515,348 (+18%) from 2016

Expenses

Up

$3,274,606

Up $639,569 (+24%) from 2016

Net Income

Down

$99,900

Down $124,221 (-55%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2017

Assets$3,802,425
Liabilities$757,824
Net Assets$3,044,601
Open 2017 Filing

Operations Trend

Revenue Growth78th 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

2017

Revenue$3,374,506
Expenses$3,274,606
Net Income$99,900
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 1, 2018
Return Version
2016v3.1
Gross Receipts
$3,392,722
Mission and Program Overview

Mission

SEE BELOW

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,777,826$2,663,174▼ $114,652
Savings and Temporary Cash Investments$658,459$791,790▲ $133,331
Accounts Receivable$179,352$347,461▲ $168,109
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$3,615,638$3,802,425▲ $186,787
Liabilities
Other Liabilities$624,795$757,824▲ $133,029
Total Liabilities$624,795$757,824▲ $133,029
Net Assets / Fund Balance
Unrestricted Net Assets$2,990,843$3,044,601▲ $53,758
Total Net Assets Fund Balance$2,990,843$3,044,601▲ $53,758
Total Liabilities and Net Assets / Fund Balance$3,615,638$3,802,425▲ $186,787
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Christopher J RitchieTrustee
Daniel VillarruelTrustee
Robert LevyTrustee
Roger L HudspethTrustee
William MedlinTrustee
William a Marvel JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,329,056
Investment Income
$45,060
Other Revenue
$390
Change in Net Assets
$99,900

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,363,233
Revenue Not Reported on Financial Statements
$11,273
Revenue Not Reported on Form 990
$-46,142
Total Revenue per Audited Statements
$3,317,091
Total Revenue per Form 990
$3,374,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,339
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---$3,130,267
Fees for Services Legal---$34,650
Fees for Services Accounting---$14,686
Fees for Service Investment Mgmnt Fees---$11,273
Office Expenses---$7,874
All Other Expenses---$1,506
Other Expenses---$1,052
Total Functional Expenses$0$0$0$3,274,606

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,274,606
Expenses per Audited Statements$3,263,333
Total Expenses per Audited Statements$3,263,333
Expenses Not Reported on Financial Statements$11,273
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$757,824
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
2018-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William a Marvel Jr
Formed
1965
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
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 Appendix317 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
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IRS990/InvestmentInJointVentureInd0false
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018216
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02990843
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03044601
IRS990/TotalProgramServiceRevenueAmt03329056
IRS990/TotalRevenueGrp/ExclusionAmt063276
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03311230
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03374506
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03615638
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03802425
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02990843
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03044601
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM A MARVEL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08008425899
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-01
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0111740249948BBAADFDF93FBA66CB75C6A86A01C
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/PreparationDt02018-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN GORDON CPA
ReturnHeader/ReturnTs02018-03-28T13:54:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,802,425
Liabilities
$757,824
Net assets
$3,044,601
Revenue
$3,374,506
Expenses
$3,274,606
Net income
$99,900
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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