Civic Intelligence

Utah Sheet Metal Welfare Fund

EIN 87-6119330 • 501(c)9 • Murray, UT

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Profile

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.

5251 Green Street Suite 200Murray, UT 84123

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.02x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Net Margin

62nd percentile

10%

Higher net margin than 62% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-8.8%

Faster revenue growth than 16% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$22,874,386

Up $2,429,506 (+12%) from 2023

Liabilities

Up

$470,239

Up $240,234 (+104%) from 2023

Net Assets

Up

$22,404,147

Up $2,189,272 (+11%) from 2023

Operations
Liabilities / Revenue49th percentileNet Margin62nd percentile

Revenue

Up

$15,497,238

Up $1,917,626 (+14%) from 2023

Expenses

Up

$14,182,660

Up $1,991,560 (+16%) from 2023

Net Income

Down

$1,314,578

Down $73,934 (-5.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$22,874,386
Liabilities$470,239
Net Assets$22,404,147
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$15,497,238
Expenses$14,182,660
Net Income$1,314,578
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$22,874,386
Liabilities
$470,239
Net assets
$22,404,147
Revenue
$15,497,238
Expenses
$14,182,660
Net income
$1,314,578
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$21,835,067
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$16,293,898$17,853,752▲ $1,559,854
Cash and Non-Interest-Bearing Accounts$2,664,537$3,329,754▲ $665,217
Accounts Receivable$1,264,875$1,533,756▲ $268,881
Savings and Temporary Cash Investments$185,090$113,685▼ $71,405
Prepaid Expenses and Deferred Charges$36,480$43,439▲ $6,959
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$20,444,880$22,874,386▲ $2,429,506
Other Assets Total-$0-
Liabilities
Other Liabilities$183,356$379,178▲ $195,822
Accounts Payable and Accrued Expenses$46,649$91,061▲ $44,412
Total Liabilities$230,005$470,239▲ $240,234
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,214,875$22,404,147▲ $2,189,272
Total Net Assets Fund Balance$20,214,875$22,404,147▲ $2,189,272
Total Liabilities and Net Assets / Fund Balance$20,444,880$22,874,386▲ $2,429,506
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Stephen RichardsChairman
Tony EricksenCo-chairman
Chase DeedsTrustee
Cody LeamasterTrustee
Garrett YatesTrustee
Will MatthewsTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Cigna Health And Life Insurance CompanyClaims Admin900 COTTAGE GROVE ROAD, Bloomfield, CT 06002$640,097
Southwest Service AdministratorsAdministrative5251 GREEN STREET SUITE 200, Murray, UT 84123$262,350
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,974,345
Investment Income
$522,642
Other Revenue
$251
Change in Net Assets
$1,314,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,429,158
Revenue Not Reported on Financial Statements
$68,080
Revenue Not Reported on Form 990
$874,694
Total Revenue per Audited Statements
$16,303,852
Total Revenue per Form 990
$15,497,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,307,053
Salaries, Compensation, and Employee Benefits$5,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,870,065
Fees for Services Management---$262,350
Fees for Services Legal---$71,307
Fees for Service Investment Mgmnt Fees---$68,080
Fees for Services Other---$56,663
All Other Expenses---$42,005
Other Expenses---$30,760
Insurance---$21,909
Fees for Services Accounting---$16,711
Payroll Taxes---$5,542
Total Functional Expenses$0$0$0$14,182,660

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,182,660
Expenses per Audited Statements$14,114,580
Total Expenses per Audited Statements$14,114,580
Expenses Not Reported on Financial Statements$68,080
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
Overdrawn Bank Balance$379,178
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust's management duties, including accounting functions and payments of benefits to its members, are provided by a third part administrator, southwest service administrators.”

Form 990, Part VI, Section B, Line 11B

“The board of trustees retains an independent cpa firm to perform an annual audit and prepare the annual tax form 990. The 990 is reviewed by the board of trustees and once the trustees are satisfied that the return is complete and accurate, they authorize the cpa to electronically file it.”

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

“The trustees attest in writing that they do no 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, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Utah Sheet Metal Welfare Fund
EIN
87-6119330
Phone
8012663271
Address
5251 Green Street Suite 200, Murray, UT 84123

Signing Officer

Name
Stephen Richards
Title
Chairman
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Richards
Formed
1954
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

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

“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 the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable taxing authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of june 30, 2024 and 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 424 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/ExplanationTxt0ACCOUNTING 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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S MANAGEMENT DUTIES, INCLUDING ACCOUNTING FUNCTIONS AND PAYMENTS OF BENEFITS TO ITS MEMBERS, ARE PROVIDED BY A THIRD PART ADMINISTRATOR, SOUTHWEST SERVICE ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES RETAINS AN INDEPENDENT CPA FIRM TO PERFORM AN ANNUAL AUDIT AND PREPARE THE ANNUAL TAX FORM 990. THE 990 IS REVIEWED BY THE BOARD OF TRUSTEES AND ONCE THE TRUSTEES ARE SATISFIED THAT THE RETURN IS COMPLETE AND ACCURATE, THEY AUTHORIZE THE CPA TO ELECTRONICALLY FILE IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ATTEST IN WRITING THAT THEY DO NO 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/ExplanationTxt3THE TRUST WILL PROVIDE A COPY OF ANY DOCUMENT WHICH IS OPEN FOR PUBLIC INSPECTION ONCE THEY RECEIVE A REQUEST.
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
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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