Civic Intelligence

Utah Sheet Metal Welfare Fund

990 • Fiscal year 2014 • EIN 87-6119330

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 23, 2015

Organization ProfileN/A

View Organization Page

4885 South 900 East84117

(801) 266-3271

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

36th percentile

-0.5%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$10,246,712

Down $49,593 (-0.5%) from 2013

Net Assets

Down

$10,164,154

Down $54,990 (-0.5%) from 2013

Liabilities

Up

$82,558

Up $5,397 (+7.0%) from 2013

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin35th percentile

Revenue

$10,939,640

No earlier filing loaded for comparison.

Expenses

Up

$10,994,630

Up $1,055,435 (+11%) from 2013

Net Income

-$54,990

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$30M$20M$10M$0Assets 2010: $7,586,064Liabilities 2010: $60,727Net Assets 2010: $7,525,3372010Assets 2011: $8,161,263Liabilities 2011: $131,308Net Assets 2011: $8,029,9552011Assets 2012: $9,342,771Liabilities 2012: $105,537Net Assets 2012: $9,237,2342012Assets 2013: $10,296,305Liabilities 2013: $77,161Net Assets 2013: $10,219,1442013Assets 2014: $10,246,712Liabilities 2014: $82,558Net Assets 2014: $10,164,1542014Assets 2015: $10,215,774Liabilities 2015: $65,661Net Assets 2015: $10,150,1132015Assets 2016: $12,463,642Liabilities 2016: $198,074Net Assets 2016: $12,265,5682016Assets 2017: $13,031,276Liabilities 2017: $174,250Net Assets 2017: $12,857,0262017Assets 2018: $13,462,854Liabilities 2018: $204,471Net Assets 2018: $13,258,3832018Assets 2019: $14,165,238Liabilities 2019: $416,062Net Assets 2019: $13,749,1762019Assets 2020: $15,626,363Liabilities 2020: $278,488Net Assets 2020: $15,347,8752020Assets 2021: $17,927,147Liabilities 2021: $436,274Net Assets 2021: $17,490,8732021Assets 2022: $18,175,400Liabilities 2022: $204,915Net Assets 2022: $17,970,4852022Assets 2023: $20,444,880Liabilities 2023: $230,005Net Assets 2023: $20,214,8752023Assets 2024: $22,874,386Liabilities 2024: $470,239Net Assets 2024: $22,404,1472024

Highlighted filing

2014

Assets$10,246,712
Liabilities$82,558
Net Assets$10,164,154
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,659,8102010Expenses 2011: $11,015,2612011Expenses 2012: $10,012,9072012Expenses 2013: $9,939,1952013Revenue 2014: $10,939,640Expenses 2014: $10,994,630Net Income 2014: -$54,9902014Revenue 2015: $10,642,295Expenses 2015: $10,857,866Net Income 2015: -$215,5712015Revenue 2016: $12,524,681Expenses 2016: $10,399,421Net Income 2016: $2,125,2602016Revenue 2017: $12,496,838Expenses 2017: $12,169,076Net Income 2017: $327,7622017Revenue 2018: $13,375,528Expenses 2018: $13,146,707Net Income 2018: $228,8212018Revenue 2019: $13,042,728Expenses 2019: $13,392,928Net Income 2019: -$350,2002019Revenue 2020: $13,674,745Expenses 2020: $12,721,878Net Income 2020: $952,8672020Revenue 2021: $13,437,199Expenses 2021: $12,638,437Net Income 2021: $798,7622021Revenue 2022: $14,894,443Expenses 2022: $11,937,156Net Income 2022: $2,957,2872022Revenue 2023: $13,579,612Expenses 2023: $12,191,100Net Income 2023: $1,388,5122023Revenue 2024: $15,497,238Expenses 2024: $14,182,660Net Income 2024: $1,314,5782024

Highlighted filing

2014

Revenue$10,939,640
Expenses$10,994,630
Net Income-$54,990
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 23, 2015
Return Version
2013v4.0
Gross Receipts
$10,939,640
Mission and Program Overview

Mission

This trust fund is a collectively bargained taft-hartley multiemployer health and welfare plan. It provides health and welfare benefits for participants and beneficiaries who are eligible under the terms of the trust agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,914,966$8,683,449▲ $768,483
Accounts Receivable$955,407$875,834▼ $79,573
Savings and Temporary Cash Investments$1,400,707$662,437▼ $738,270
Prepaid Expenses and Deferred Charges$15,393$15,886▲ $493
Cash and Non-Interest-Bearing Accounts-$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$10,296,305$10,246,712▼ $49,593
Other Assets Total$9,832$9,106▼ $726
Liabilities
Accounts Payable and Accrued Expenses$77,161$82,558▲ $5,397
Total Liabilities$77,161$82,558▲ $5,397
Net Assets / Fund Balance
Unrestricted Net Assets$10,219,144$10,164,154▼ $54,990
Total Net Assets Fund Balance$10,219,144$10,164,154▼ $54,990
Total Liabilities and Net Assets / Fund Balance$10,296,305$10,246,712▼ $49,593
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
James PaullTrustee
Jeff TackTrustee
Michael CooperTrustee
Sam JohnsonTrustee
Stephen RichardsTrustee
Tony EricksenTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Jas INCAdministrative-$186,287
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,115,394
Investment Income
$824,246
Other Revenue
$0
Change in Net Assets
$-54,990

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,904,148
Revenue Not Reported on Financial Statements
$35,492
Total Revenue per Audited Statements
$10,904,148
Total Revenue per Form 990
$10,939,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$941,448
Salaries, Compensation, and Employee Benefits$4,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$10,048,558
Fees for Services Management---$186,287
Fees for Services Other---$78,121
All Other Expenses---$62,361
Other Expenses---$47,292
Fees for Services Legal---$45,353
Fees for Service Investment Mgmnt Fees---$33,439
Fees for Services Accounting---$29,649
Insurance---$14,586
Payroll Taxes---$4,624
Conferences and Meetings---$1,172
Total Functional Expenses$0$0$0$10,994,630

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,994,630
Expenses per Audited Statements$10,959,138
Total Expenses per Audited Statements$10,959,138
Expenses Not Reported on Financial Statements$35,492
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
Lobbying 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-
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 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 11B: Form 990 Review Process

“The independent cpa reviews the 990 with the board of trustees. Once the trustees are satisfied that the return is complete and accurate they authorize the independent cpa to file the return electronically.”

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

“The trustees attest in writing that they do not have any conflicts of interest or declare to the board what the potential conflict is so the trustees can review the potential conflict.”

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

“The trust will provide a copy of any document which is open for public inspection once it receives a request.”

Filing and Contact Details

Filer

EIN
87-6119330
Phone
8012663271

Signing Officer

Name
Da Jensen
Title
Business Manager
Signed
2015-03-23
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Preparer
Scott A Czaja CPA
Phone
8019724800
Raw XML Appendix360 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/PYTotalExpensesAmt09939195
IRS990/PYTotalRevenueAmt010921105
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-54990
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01400707
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0662437
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt035492
IRS990ScheduleD/ExpensesSubtotalAmt010959138
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt035492
IRS990ScheduleD/InvestmentExpensesNotIncldAmt035492
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt035492
IRS990ScheduleD/RevenueSubtotalAmt010904148
IRS990ScheduleD/TotalExpensesPerForm990Amt010994630
IRS990ScheduleD/TotalRevenuePerForm990Amt010939640
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010904148
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010959138
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INDEPENDENT CPA REVIEWS THE 990 WITH THE BOARD OF TRUSTEES. ONCE THE TRUSTEES ARE SATISFIED THAT THE RETURN IS COMPLETE AND ACCURATE THEY AUTHORIZE THE INDEPENDENT CPA TO FILE THE RETURN ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ATTEST IN WRITING THAT THEY DO NOT HAVE ANY CONFLICTS OF INTEREST OR DECLARE TO THE BOARD WHAT THE POTENTIAL CONFLICT IS SO THE TRUSTEES CAN REVIEW THE POTENTIAL CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST WILL PROVIDE A COPY OF ANY DOCUMENT WHICH IS OPEN FOR PUBLIC INSPECTION ONCE IT RECEIVES A REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010296305
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt077161
IRS990/TotalLiabilitiesEOYAmt082558
IRS990/TotalLiabilitiesGrp/BOYAmt077161
IRS990/TotalLiabilitiesGrp/EOYAmt082558
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010219144
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010164154
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt098
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt098
IRS990/TotalProgramServiceRevenueAmt010115394
IRS990/TotalRevenueGrp/ExclusionAmt0824246
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010115394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010939640
IRS990/TotalVolunteersCnt06
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010246712
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IRS990/TravelGrp/TotalAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt010219144
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DA JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10UTAH SHEET METAL WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0876119330
ReturnHeader/Filer/PhoneNum08012663271
ReturnHeader/Filer/USAddress/AddressLine104885 SOUTH 900 EAST
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HAYNIE AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101785 West 2300 South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0841192065
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott A Czaja CPA
ReturnHeader/ReturnTs02015-03-23T15:59:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,246,712
Liabilities
$82,558
Net assets
$10,164,154
Revenue
$10,939,640
Expenses
$10,994,630
Net income
-$54,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.47$22.4$15.5$14.2$1.31
2023Detailed filing. Detailed filing data is available for this year.$20.4$0.23$20.2$13.6$12.2$1.39
2022Detailed filing. Detailed filing data is available for this year.$18.2$0.20$18.0$14.9$11.9$2.96
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.44$17.5$13.4$12.6$0.80
2020Detailed filing. Detailed filing data is available for this year.$15.6$0.28$15.3$13.7$12.7$0.95
2019Detailed filing. Detailed filing data is available for this year.$14.2$0.42$13.7$13.0$13.4$0.35
2018Detailed filing. Detailed filing data is available for this year.$13.5$0.20$13.3$13.4$13.1$0.23
2017Detailed filing. Detailed filing data is available for this year.$13.0$0.17$12.9$12.5$12.2$0.33
2016Detailed filing. Detailed filing data is available for this year.$12.5$0.20$12.3$12.5$10.4$2.13
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.07$10.2$10.6$10.9$0.22
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.08$10.2$10.9$11.0$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.08$10.2$9.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.34$0.11$9.24$10.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.16$0.13$8.03$11.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$0.06$7.53$10.7