Civic Intelligence

Sheet Metal Workers Local 49 Family Health Plan

990 • Fiscal year 2024 • EIN 85-6011542

Apr 01, 2023 to Mar 31, 2024 • Filed on Jan 18, 2025

Organization ProfileN/A

View Organization Page

6121 Indian School Rd NE 123Albuquerque, NM 87110

(505) 265-8422

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2024 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2024 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

43rd percentile

3.3%

Higher net margin than 43% of similar nonprofits.

2024 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2024 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

41st percentile

5.1%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

31%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$13,201,220

Up $640,391 (+5.1%) from 2023

Net Assets

Up

$13,156,597

Up $785,356 (+6.3%) from 2023

Liabilities

Down

$44,623

Down $144,965 (-76%) from 2023

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin43rd percentile

Revenue

Up

$7,413,012

Up $1,736,166 (+31%) from 2023

Expenses

Up

$7,170,094

Up $2,215,553 (+45%) from 2023

Net Income

Down

$242,918

Down $479,387 (-66%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2024

Assets$13,201,220
Liabilities$44,623
Net Assets$13,156,597
Open 2024 Filing

Operations Trend

Revenue Growth84th 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

2024

Revenue$7,413,012
Expenses$7,170,094
Net Income$242,918
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jan 18, 2025
Return Version
2023v6.0
Gross Receipts
$11,145,874
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$12,371,241$13,156,597▲ $785,356
Investments in Publicly Traded Securities$9,587,674$10,481,910▲ $894,236
Cash and Non-Interest-Bearing Accounts$2,082,969$1,897,018▼ $185,951
Accounts Receivable$881,051$812,213▼ $68,838
Prepaid Expenses and Deferred Charges$9,135$10,079▲ $944
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$12,560,829$13,201,220▲ $640,391
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$169,436$24,471▼ $144,965
Other Liabilities$20,152$20,152→ $0
Total Liabilities$189,588$44,623▼ $144,965
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,371,241$13,156,597▲ $785,356
Total Liabilities and Net Assets / Fund Balance$12,560,829$13,201,220▲ $640,391
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Garry WillisChairman
Dana SkaarTrustee
Isaiah ZemkeTrustee
Ronda Gililand- LopezTrustee
Shawn SmithTrustee
Tony KocurekTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest Service AdministratorAdministrator2550 W Union Hills Dr Ste 250, Phoenix, AZ 85027$231,522
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,748,742
Investment Income
$664,270
Other Revenue
$0
Change in Net Assets
$242,918

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,345,165
Revenue Not Reported on Financial Statements
$67,847
Revenue Not Reported on Form 990
$542,438
Total Revenue per Audited Statements
$7,887,603
Total Revenue per Form 990
$7,413,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$929,851
Salaries, Compensation, and Employee Benefits$8,091
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,232,152
Fees for Services Other---$432,859
Fees for Services Management---$252,114
Fees for Service Investment Mgmnt Fees---$67,847
Other Expenses---$20,310
Fees for Services Legal---$20,140
Office Expenses---$17,994
Fees for Services Accounting---$11,487
Insurance---$10,002
Payroll Taxes---$8,091
Conferences and Meetings---$4,172
All Other Expenses---$2,938
Total Functional Expenses$0$0$0$7,170,094

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,170,094
Expenses per Audited Statements$7,102,247
Total Expenses per Audited Statements$7,102,247
Expenses Not Reported on Financial Statements$67,847
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$20,152
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, Section A, Line 3

“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, Section B, Line 11B

“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, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
6121 Indian School Rd NE 123, Albuquerque, NM 87110

Signing Officer

Name
Garry Willis
Title
Chairman
Signed
2025-01-18
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 201, Scottsdale, AZ 85251
Preparer
Robert H Baldwin
Phone
4807369200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Tax years 2020-2022 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 404 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/ProgramServiceRevenueGrp/BusinessCd1525100
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IRS990/ProgramServiceRevenueGrp/Desc1Participant CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1193439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06555303
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1193439
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IRS990/PYInvestmentIncomeAmt0-415817
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IRS990/PYOtherExpensesAmt0527088
IRS990/PYProgramServiceRevenueAmt06092663
IRS990/PYRevenuesLessExpensesAmt0722305
IRS990/PYSalariesCompEmpBnftPaidAmt05476
IRS990/PYTotalExpensesAmt04954541
IRS990/PYTotalRevenueAmt05676846
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0242918
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012371241
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013156597
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt07102247
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt067847
IRS990ScheduleD/InvestmentExpensesNotIncldAmt067847
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0542438
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020152
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0cash bond payable
IRS990ScheduleD/RevenueNotReportedAmt0542438
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt067847
IRS990ScheduleD/RevenueSubtotalAmt07345165
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TAX YEARS 2020-2022 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
IRS990ScheduleD/TotalExpensesPerForm990Amt07170094
IRS990ScheduleD/TotalLiabilityAmt020152
IRS990ScheduleD/TotalRevenuePerForm990Amt07413012
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07887603
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07102247
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE ATTACHED Employer LISTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02300 Buena Vista 127
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Albuquerque
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd087111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS INTERNATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NEW MEXICO SHEET METAL CONTACTORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROMOTIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02300 BUENA VISTA SE SUITE 110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 159
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALBUQUERQUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LAS CRUCES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd087106
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd188005
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012560829
IRS990/TotalAssetsEOYAmt013201220
IRS990/TotalAssetsGrp/BOYAmt012560829
IRS990/TotalAssetsGrp/EOYAmt013201220
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07170094
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0189588
IRS990/TotalLiabilitiesEOYAmt044623
IRS990/TotalLiabilitiesGrp/BOYAmt0189588
IRS990/TotalLiabilitiesGrp/EOYAmt044623
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012371241
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013156597
IRS990/TotalProgramServiceRevenueAmt06748742
IRS990/TotalRevenueGrp/ExclusionAmt0381982
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07031030
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07413012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012560829
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013201220
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARRY WILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sheet Metal Workers Local 49 Family
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Health Plan
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0856011542
ReturnHeader/Filer/PhoneNum05052658422
ReturnHeader/Filer/USAddress/AddressLine1Txt06121 Indian School Rd NE 123
ReturnHeader/Filer/USAddress/CityNm0Albuquerque
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464370753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baldwin Moffitt Behm LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08399 E Indian School Rd 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085251
ReturnHeader/PreparerPersonGrp/PhoneNum04807369200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert H Baldwin
ReturnHeader/ReturnTs02025-01-18T09:15:11-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,201,220
Liabilities
$44,623
Net assets
$13,156,597
Revenue
$7,413,012
Expenses
$7,170,094
Net income
$242,918
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