Civic Intelligence

Sheet Metal Workers Local 49 Family Health Plan

990 • Fiscal year 2017 • EIN 85-6011542

Apr 01, 2016 to Mar 31, 2017

Albuquerque, NM
Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.02x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

53rd percentile

8.3%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

1.5%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$10,829,448

Up $830,758 (+8.3%) from 2016

Net Assets

Up

$10,758,081

Up $832,429 (+8.4%) from 2016

Liabilities

Down

$71,367

Down $1,671 (-2.3%) from 2016

Revenue

Up

$3,726,204

Up $55,193 (+1.5%) from 2016

Expenses

Up

$3,228,685

Up $469 (+0.0%) from 2016

Net Income

Up

$497,519

Up $54,724 (+12%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$10,829,448
Liabilities$71,367
Net Assets$10,758,081

Operations Trend

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

2017

Revenue$3,726,204
Expenses$3,228,685
Net Income$497,519
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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