Civic Intelligence

Sheet Metal Workers Local 49 Family Health Plan

990 • Fiscal year 2021 • EIN 85-6011542

Apr 01, 2020 to Mar 31, 2021 • Filed on Jan 10, 2022

Organization ProfileN/A

View Organization Page

2300 Buena Vista 127Albuquerque, NM 87106

(505) 265-8422

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

10th percentile

-16%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

55th percentile

9.0%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$13,095,577

Up $1,086,616 (+9.0%) from 2020

Net Assets

Up

$13,033,347

Up $1,107,278 (+9.3%) from 2020

Liabilities

Down

$62,230

Down $20,662 (-25%) from 2020

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin10th percentile

Revenue

Up

$5,494,126

Up $671,834 (+14%) from 2020

Expenses

Up

$6,357,448

Up $1,782,632 (+39%) from 2020

Net Income

Down

-$863,322

Down $1,110,798 (-449%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,727,770Liabilities 2011: $55,594Net Assets 2011: $11,672,1762011Assets 2012: $11,232,952Liabilities 2012: $49,465Net Assets 2012: $11,183,4872012Assets 2013: $9,605,509Liabilities 2013: $82,453Net Assets 2013: $9,523,0562013Assets 2014: $9,339,150Liabilities 2014: $74,562Net Assets 2014: $9,264,5882014Assets 2015: $10,028,187Liabilities 2015: $134,066Net Assets 2015: $9,894,1212015Assets 2016: $9,998,690Liabilities 2016: $73,038Net Assets 2016: $9,925,6522016Assets 2017: $10,829,448Liabilities 2017: $71,367Net Assets 2017: $10,758,0812017Assets 2018: $11,978,565Liabilities 2018: $79,354Net Assets 2018: $11,899,2112018Assets 2019: $12,194,129Liabilities 2019: $98,344Net Assets 2019: $12,095,7852019Assets 2020: $12,008,961Liabilities 2020: $82,892Net Assets 2020: $11,926,0692020Assets 2021: $13,095,577Liabilities 2021: $62,230Net Assets 2021: $13,033,3472021Assets 2022: $11,681,570Liabilities 2022: $32,634Net Assets 2022: $11,648,9362022Assets 2023: $12,560,829Liabilities 2023: $189,588Net Assets 2023: $12,371,2412023Assets 2024: $13,201,220Liabilities 2024: $44,623Net Assets 2024: $13,156,5972024Assets 2025: $13,608,047Liabilities 2025: $47,002Net Assets 2025: $13,561,0452025

Highlighted filing

2021

Assets$13,095,577
Liabilities$62,230
Net Assets$13,033,347
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,982,744Expenses 2011: $4,009,855Net Income 2011: $1,972,8892011Revenue 2012: $4,682,480Expenses 2012: $5,171,169Net Income 2012: -$488,6892012Revenue 2013: $3,806,975Expenses 2013: $5,555,805Net Income 2013: -$1,748,8302013Revenue 2014: $3,620,509Expenses 2014: $3,889,341Net Income 2014: -$268,8322014Revenue 2015: $3,607,717Expenses 2015: $2,920,312Net Income 2015: $687,4052015Revenue 2016: $3,671,011Expenses 2016: $3,228,216Net Income 2016: $442,7952016Revenue 2017: $3,726,204Expenses 2017: $3,228,685Net Income 2017: $497,5192017Revenue 2018: $4,859,817Expenses 2018: $3,740,764Net Income 2018: $1,119,0532018Revenue 2019: $5,056,981Expenses 2019: $4,822,974Net Income 2019: $234,0072019Revenue 2020: $4,822,292Expenses 2020: $4,574,816Net Income 2020: $247,4762020Revenue 2021: $5,494,126Expenses 2021: $6,357,448Net Income 2021: -$863,3222021Revenue 2022: $5,428,731Expenses 2022: $6,451,748Net Income 2022: -$1,023,0172022Revenue 2023: $5,676,846Expenses 2023: $4,954,541Net Income 2023: $722,3052023Revenue 2024: $7,413,012Expenses 2024: $7,170,094Net Income 2024: $242,9182024Revenue 2025: $6,468,390Expenses 2025: $6,221,217Net Income 2025: $247,1732025

Highlighted filing

2021

Revenue$5,494,126
Expenses$6,357,448
Net Income-$863,322
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jan 10, 2022
Return Version
2020v4.0
Gross Receipts
$16,892,071
Mission and Program Overview

Mission

To provide health and welfare benefits for members of local 49 including medical, surgical, disability, accident, dental, and vision benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,926,069$13,033,347▲ $1,107,278
Investments in Publicly Traded Securities$9,576,670$11,710,696▲ $2,134,026
Cash and Non-Interest-Bearing Accounts$1,951,788$928,236▼ $1,023,552
Accounts Receivable$477,021$456,645▼ $20,376
Prepaid Expenses and Deferred Charges$3,482$0▼ $3,482
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$12,008,961$13,095,577▲ $1,086,616
Other Assets Total-$0-
Liabilities
Other Liabilities$60,000$45,000▼ $15,000
Accounts Payable and Accrued Expenses$22,892$17,230▼ $5,662
Total Liabilities$82,892$62,230▼ $20,662
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,926,069$13,033,347▲ $1,107,278
Total Liabilities and Net Assets / Fund Balance$12,008,961$13,095,577▲ $1,086,616
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Garry WillisChairman
Vince AlvaradoVice-chairman
Dana SkaarTrustee
Isaiah ZemkeTrustee
Tony KocurekSecretary
Ronda Gililand- LopezVice-secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest Service AdministratorAdministrator2550 W Union Hills Dr Ste 250, Phoenix, AZ 85027$191,391
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,787,253
Investment Income
$706,873
Other Revenue
$0
Change in Net Assets
$-863,322

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,419,910
Revenue Not Reported on Financial Statements
$74,216
Revenue Not Reported on Form 990
$1,970,600
Total Revenue per Audited Statements
$7,390,510
Total Revenue per Form 990
$5,494,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$621,546
Salaries, Compensation, and Employee Benefits$1,704
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,734,198
Fees for Services Other---$202,990
Fees for Services Management---$195,644
Fees for Service Investment Mgmnt Fees---$74,216
Fees for Services Legal---$51,601
Fees for Services Accounting---$17,614
Insurance---$9,333
Office Expenses---$8,891
Conferences and Meetings---$6,463
Other Expenses---$2,521
Payroll Taxes---$1,704
Total Functional Expenses$0$0$0$6,357,448

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,357,448
Expenses per Audited Statements$6,283,232
Total Expenses per Audited Statements$6,283,232
Expenses Not Reported on Financial Statements$74,216
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
cash bond payable$45,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The Board of Trustees hired Southwest Service Administrators to manage the fund on a daily basis. Trustees meet on a regular basis to review the Administrator's work”

Form 990, Part VI, Line 11B: Form 990 Review Process

“FEDERAL FORM 990 IS PROVIDED TO THE ADMINISTRATIVE OFFICE WHO PROVIDES A COPY TO THE FULL BOARD OF TRUSTEES AT ONE OF THEIR regularly scheduled MEETINGS FOR REVIEW BY ALL TRUSTEES. THE REVIEW MAY NOT OCCUR PRIOR TO THE SUBMISSION OF THE FORM TO THE INTERNAL REVENUE SERVICE. THE RETURN IS REVIEWED BY THE TRUSTEE SIGNING THE RETURN PRIOR TO ITS FILING WITH THE SERVICE.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The trustees have signed a conflict of interest policy and it is maintained in their files.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The information is provided to individuals upon request to the board of trustees or the administrative office of the plan.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 49 Family
EIN
85-6011542
Phone
5052658422
Address
2300 Buena Vista 127, Albuquerque, NM 87106

Signing Officer

Name
Garry Willis
Title
Chairman
Signed
2022-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1954
Legal Domicile
Nm
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
8399 E Indian School Rd Suite 201, Scottsdale, AZ 85251
Preparer
Robert H Baldwin
Phone
4807369200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Tax years 2018-2021 remain subject to examination for federal income tax purposes. The plan uses a loss contingency approach for evaluating uncertain tax positions. The plan continually evaluates expiring statutes of limitations, audits, changes in tax laws and new authoritative rulings.”

Raw XML AppendixShowing 400 of 411 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/ExplanationTxt0TAX YEARS 2018-2021 REMAIN SUBJECT TO EXAMINATION FOR FEDERAL INCOME TAX PURPOSES. THE PLAN USES A LOSS CONTINGENCY APPROACH FOR EVALUATING UNCERTAIN TAX POSITIONS. THE PLAN CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAWS AND NEW AUTHORITATIVE RULINGS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalRevenuePerForm990Amt05494126
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07390510
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Trustees hired Southwest Service Administrators to manage the fund on a daily basis. Trustees meet on a regular basis to review the Administrator's work
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FEDERAL FORM 990 IS PROVIDED TO THE ADMINISTRATIVE OFFICE WHO PROVIDES A COPY TO THE FULL BOARD OF TRUSTEES AT ONE OF THEIR regularly scheduled MEETINGS FOR REVIEW BY ALL TRUSTEES. THE REVIEW MAY NOT OCCUR PRIOR TO THE SUBMISSION OF THE FORM TO THE INTERNAL REVENUE SERVICE. THE RETURN IS REVIEWED BY THE TRUSTEE SIGNING THE RETURN PRIOR TO ITS FILING WITH THE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The trustees have signed a conflict of interest policy and it is maintained in their files.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INFORMATION IS PROVIDED TO INDIVIDUALS UPON REQUEST TO THE BOARD OF TRUSTEES OR THE ADMINISTRATIVE OFFICE OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROMOTIONAL
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IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,095,577
Liabilities
$62,230
Net assets
$13,033,347
Revenue
$5,494,126
Expenses
$6,357,448
Net income
-$863,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.6$0.05$13.6$6.47$6.22$0.25
2024Detailed filing. Detailed filing data is available for this year.$13.2$0.04$13.2$7.41$7.17$0.24
2023Detailed filing. Detailed filing data is available for this year.$12.6$0.19$12.4$5.68$4.95$0.72
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.03$11.6$5.43$6.45$1.02
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.06$13.0$5.49$6.36$0.86
2020Summary only. Only limited summary data is available for this year.$12.0$0.08$11.9$4.82$4.57$0.25
2019Summary only. Only limited summary data is available for this year.$12.2$0.10$12.1$5.06$4.82$0.23
2018Summary only. Only limited summary data is available for this year.$12.0$0.08$11.9$4.86$3.74$1.12
2017Summary only. Only limited summary data is available for this year.$10.8$0.07$10.8$3.73$3.23$0.50
2016Summary only. Only limited summary data is available for this year.$10.00$0.07$9.93$3.67$3.23$0.44
2015Summary only. Only limited summary data is available for this year.$10.0$0.13$9.89$3.61$2.92$0.69
2014Summary only. Only limited summary data is available for this year.$9.34$0.07$9.26$3.62$3.89$0.27
2013Summary only. Only limited summary data is available for this year.$9.61$0.08$9.52$3.81$5.56$1.75
2012Summary only. Only limited summary data is available for this year.$11.2$0.05$11.2$4.68$5.17$0.49
2011Summary only. Only limited summary data is available for this year.$11.7$0.06$11.7$5.98$4.01$1.97