Civic Intelligence

Sheet Metal Workers Local 270 Welfare

990 • Fiscal year 2020 • EIN 73-6098088

Feb 01, 2019 to Jan 31, 2020 • Filed on Dec 15, 2020

Organization ProfileN/A

View Organization Page

1863 North 10th East AvenueTulsa, OK 74116

(918) 587-2388

Siviq Scores

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

Liabilities / Assets

90th percentile

0.62x

Higher debt load relative to assets than 90% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

0.59x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

5.3%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-3.5%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$3,509,865

Up $178,079 (+5.3%) from 2019

Net Assets

Down

$1,339,722

Down $1,587,381 (-54%) from 2019

Liabilities

Up

$2,170,143

Up $1,765,460 (+436%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin63rd percentile

Revenue

Down

$3,708,771

Down $136,301 (-3.5%) from 2019

Expenses

Up

$3,285,680

Up $241,265 (+7.9%) from 2019

Net Income

Down

$423,091

Down $377,566 (-47%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,549,252Liabilities 2012: $23,847Net Assets 2012: $3,525,4052012Assets 2013: $3,942,526Liabilities 2013: $89,435Net Assets 2013: $3,853,0912013Assets 2014: $3,857,842Liabilities 2014: $84,314Net Assets 2014: $3,773,5282014Assets 2015: $3,835,260Liabilities 2015: $109,307Net Assets 2015: $3,725,9532015Assets 2016: $3,185,061Liabilities 2016: $197,646Net Assets 2016: $2,987,4152016Assets 2017: $2,490,178Liabilities 2017: $339,426Net Assets 2017: $2,150,7522017Assets 2018: $2,423,161Liabilities 2018: $255,794Net Assets 2018: $2,167,3672018Assets 2019: $3,331,786Liabilities 2019: $404,683Net Assets 2019: $2,927,1032019Assets 2020: $3,509,865Liabilities 2020: $2,170,143Net Assets 2020: $1,339,7222020Assets 2021: $3,522,108Liabilities 2021: $2,002,564Net Assets 2021: $1,519,5442021Assets 2022: $4,094,737Liabilities 2022: $2,023,685Net Assets 2022: $2,071,0522022Assets 2023: $4,000,162Liabilities 2023: $2,170,522Net Assets 2023: $1,829,6402023Assets 2024: $5,228,717Liabilities 2024: $2,478,018Net Assets 2024: $2,750,6992024Assets 2025: $6,612,803Liabilities 2025: $3,012,888Net Assets 2025: $3,599,9152025

Highlighted filing

2020

Assets$3,509,865
Liabilities$2,170,143
Net Assets$1,339,722
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,630,850Expenses 2012: $1,558,394Net Income 2012: $72,4562012Revenue 2013: $1,798,188Expenses 2013: $1,544,623Net Income 2013: $253,5652013Revenue 2014: $1,808,925Expenses 2014: $1,891,864Net Income 2014: -$82,9392014Revenue 2015: $2,131,830Expenses 2015: $2,128,697Net Income 2015: $3,1332015Revenue 2016: $2,448,669Expenses 2016: $3,097,486Net Income 2016: -$648,8172016Revenue 2017: $2,148,374Expenses 2017: $2,950,283Net Income 2017: -$801,9092017Revenue 2018: $2,225,664Expenses 2018: $2,284,565Net Income 2018: -$58,9012018Revenue 2019: $3,845,072Expenses 2019: $3,044,415Net Income 2019: $800,6572019Revenue 2020: $3,708,771Expenses 2020: $3,285,680Net Income 2020: $423,0912020Revenue 2021: $3,034,218Expenses 2021: $2,877,482Net Income 2021: $156,7362021Revenue 2022: $3,053,359Expenses 2022: $2,550,151Net Income 2022: $503,2082022Revenue 2023: $3,204,624Expenses 2023: $3,288,255Net Income 2023: -$83,6312023Revenue 2024: $4,032,366Expenses 2024: $3,175,488Net Income 2024: $856,8782024Revenue 2025: $5,303,415Expenses 2025: $4,532,612Net Income 2025: $770,8032025

Highlighted filing

2020

Revenue$3,708,771
Expenses$3,285,680
Net Income$423,091
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Dec 15, 2020
Return Version
2019v5.1
Gross Receipts
$4,476,129
Mission and Program Overview

Mission

Provide health benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$2,441,263-
Savings and Temporary Cash Investments$443,952$483,751▲ $39,799
Accounts Receivable$293,810$286,392▼ $7,418
Cash and Non-Interest-Bearing Accounts$490,365$226,178▼ $264,187
Investments Other Securities-$64,578-
Land, Buildings, and Equipment, Net$10,426$7,703▼ $2,723
Other Notes and Loans Receivable, Net$259--
Total Assets$3,331,786$3,509,865▲ $178,079
Liabilities
Other Liabilities$0$2,149,610▲ $2,149,610
Accounts Payable and Accrued Expenses$404,683$20,533▼ $384,150
Total Liabilities$404,683$2,170,143▲ $1,765,460
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,927,103$1,339,722▼ $1,587,381
Total Net Assets Fund Balance$2,927,103$1,339,722▼ $1,587,381
Total Liabilities and Net Assets / Fund Balance$3,331,786$3,509,865▲ $178,079

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,703$16,024$23,727
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Joshua CraigChairman
Michael TidwellCo-Chairman
Leyston GodwinPresident
Dan OwensTrustee
Russell LynchTrustee
Terry ColemanTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPPO/ Access Fees225 North Michigan Ave, Chicago, IL 60601$357,399
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,612,079
Investment Income
$96,706
Other Revenue
$-14
Change in Net Assets
$423,091

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,708,771
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$139,138
Total Revenue per Audited Statements
$3,847,909
Total Revenue per Form 990
$3,708,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$617,858
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$2,667,822--$2,667,822
Fees for Services Other-$430,876-$430,876
Fees for Services Management-$88,937-$88,937
Fees for Service Investment Mgmnt Fees-$21,367-$21,367
Other Expenses-$17,324-$17,324
Fees for Services Legal-$16,181-$16,181
Fees for Services Accounting-$11,250-$11,250
Office Expenses-$7,580-$7,580
Insurance-$6,742-$6,742
Occupancy-$6,000-$6,000
Information Technology-$5,925-$5,925
Depreciation Depletion-$2,723-$2,723
All Other Expenses-$2,393-$2,393
Travel-$560-$560
Total Functional Expenses$2,667,822$617,858$0$3,285,680

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,285,680
Total Expenses per Audited Statements$3,285,680
Total Expenses per Form 990$3,285,680
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Hour Bank$1,660,324
Cibnr$489,286
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
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, Part VI, Section B, line 11B

“Form 990 is presented to the Board of Trustees for review prior to filing.”

Form 990, Part VI, Section B, line 12C

“During Bard of Trustee meetings, Trustees discuss and enforce compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, line 18

“The Form 990 is available for public inspection upon request.”

Form 990, Part VI, Section C, line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 270 Welfare
EIN
73-6098088
Phone
9185872388
Address
1863 NORTH 10TH EAST AVENUE, TULSA, OK 74116

Signing Officer

Name
Joshua Craig
Title
Chairman
Phone
9185872388
Signed
2020-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua Craig
Formed
1969
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
0
Employees
6
Volunteers
0

Preparer

Firm
Needles & Associates LLC
Address
350 Interlocken Blvd STE 360, Broomfield, CO 80021
Preparer
Kurt D Needles CPA
Phone
3034304225
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Network/claims admin/access fees: Program service expenses 0. Management and general expenses 364,885. Fundraising expenses 0. Total expenses 364,885. PPACA fees: Program service expenses 0. Management and general expenses 5,074. Fundraising expenses 0. Total expenses 5,074. Consulting fees: Program service expenses 0. Management and general expenses 60,917. Fundraising expenses 0. Total expenses 60,917.”

Financial Statement Notes

Part X, Line 2:

“The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles 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 asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended January 31, 2020 and 2019. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding January 31, 2016.”

Raw XML AppendixShowing 400 of 409 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/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03845072
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0423091
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0443952
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0483751
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07703
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016024
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023727
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03285680
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0139138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0489286
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11660324
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CIBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Hour Bank
IRS990ScheduleD/RevenueNotReportedAmt0139138
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03708771
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles 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 asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended January 31, 2020 and 2019. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding January 31, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07703
IRS990ScheduleD/TotalExpensesPerForm990Amt03285680
IRS990ScheduleD/TotalLiabilityAmt02149610
IRS990ScheduleD/TotalRevenuePerForm990Amt03708771
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03847909
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03285680
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is presented to the Board of Trustees for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1During Bard of Trustee meetings, Trustees discuss and enforce compliance with the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Network/claims admin/access fees: Program service expenses 0. Management and general expenses 364,885. Fundraising expenses 0. Total expenses 364,885. PPACA fees: Program service expenses 0. Management and general expenses 5,074. Fundraising expenses 0. Total expenses 5,074. Consulting fees: Program service expenses 0. Management and general expenses 60,917. Fundraising expenses 0. Total expenses 60,917.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Contact fund administrator for info needed for Sch R Part III & IV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd074116
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0000000000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0Contact fund administrator for info needed for Sch R Part III & IV
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd074116
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03331786
IRS990/TotalAssetsEOYAmt03509865
IRS990/TotalAssetsGrp/BOYAmt03331786
IRS990/TotalAssetsGrp/EOYAmt03509865
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0617858
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02667822
IRS990/TotalFunctionalExpensesGrp/TotalAmt03285680
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0404683
IRS990/TotalLiabilitiesEOYAmt02170143
IRS990/TotalLiabilitiesGrp/BOYAmt0404683
IRS990/TotalLiabilitiesGrp/EOYAmt02170143
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02927103
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01339722
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03612079
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt096706
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03612065
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03708771
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03331786
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03509865
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0560
IRS990/TravelGrp/TotalAmt0560
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01863 NORTH 10TH EAST AVENUE
IRS990/USAddress/CityNm0TULSA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074116
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Joshua Craig
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum09185872388
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 270 WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0736098088
ReturnHeader/Filer/PhoneNum09185872388
ReturnHeader/Filer/USAddress/AddressLine1Txt01863 NORTH 10TH EAST AVENUE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074116
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F48160A868A297B8ADC61727E7B5881F6F437E8D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08194432BB8C053795966120F8A797969BBAE10F5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.24.139.241
ReturnHeader/FilingSecurityInformation/IPDt02020-12-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm017:25:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510435869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Needles & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Interlocken Blvd STE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Broomfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,509,865
Liabilities
$2,170,143
Net assets
$1,339,722
Revenue
$3,708,771
Expenses
$3,285,680
Net income
$423,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.61$3.01$3.60$5.30$4.53$0.77
2024Detailed filing. Detailed filing data is available for this year.$5.23$2.48$2.75$4.03$3.18$0.86
2023Detailed filing. Detailed filing data is available for this year.$4.00$2.17$1.83$3.20$3.29$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.09$2.02$2.07$3.05$2.55$0.50
2021Detailed filing. Detailed filing data is available for this year.$3.52$2.00$1.52$3.03$2.88$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.51$2.17$1.34$3.71$3.29$0.42
2019Summary only. Only limited summary data is available for this year.$3.33$0.40$2.93$3.85$3.04$0.80
2018Summary only. Only limited summary data is available for this year.$2.42$0.26$2.17$2.23$2.28$0.06
2017Summary only. Only limited summary data is available for this year.$2.49$0.34$2.15$2.15$2.95$0.80
2016Summary only. Only limited summary data is available for this year.$3.19$0.20$2.99$2.45$3.10$0.65
2015Summary only. Only limited summary data is available for this year.$3.84$0.11$3.73$2.13$2.13$0.00
2014Summary only. Only limited summary data is available for this year.$3.86$0.08$3.77$1.81$1.89$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.09$3.85$1.80$1.54$0.25
2012Summary only. Only limited summary data is available for this year.$3.55$0.02$3.53$1.63$1.56$0.07