Civic Intelligence

Sheet Metal Benefit Plans Administrative Corporation

990 • Fiscal year 2018 • EIN 95-4337897

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 16, 2019

111 N Sepulveda Blvd Ste 100Manhattan Beach, CA 90266

(310) 798-6572

Siviq Scores

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

Liabilities / Assets

97th percentile

0.65x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.16x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

31st percentile

0.0%

Higher net margin than 31% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

96th percentile

$277,766

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

98th percentile

87%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

0.5%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,229,532

Up $572,796 (+87%) from 2017

Net Assets

Flat

$431,033

Flat from 2017

Liabilities

Up

$798,499

Up $572,796 (+254%) from 2017

Revenue

Up

$4,997,789

Up $25,268 (+0.5%) from 2017

Expenses

Up

$4,997,789

Up $25,268 (+0.5%) from 2017

Net Income

Flat

$0

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $524,264Liabilities 2010: $172,806Net Assets 2010: $351,4582010Assets 2011: $463,893Liabilities 2011: $15,756Net Assets 2011: $448,1372011Assets 2012: $557,187Liabilities 2012: $64,136Net Assets 2012: $493,0512012Assets 2013: $532,211Liabilities 2013: $73,173Net Assets 2013: $459,0382013Assets 2014: $586,994Liabilities 2014: $263,544Net Assets 2014: $323,4502014Assets 2015: $560,180Liabilities 2015: $120,816Net Assets 2015: $439,3642015Assets 2016: $555,197Liabilities 2016: $124,164Net Assets 2016: $431,0332016Assets 2017: $656,736Liabilities 2017: $225,703Net Assets 2017: $431,0332017Assets 2018: $1,229,532Liabilities 2018: $798,499Net Assets 2018: $431,0332018Assets 2019: $705,389Liabilities 2019: $274,356Net Assets 2019: $431,0332019Assets 2020: $857,093Liabilities 2020: $426,060Net Assets 2020: $431,0332020Assets 2021: $1,001,353Liabilities 2021: $570,320Net Assets 2021: $431,0332021Assets 2022: $2,427,570Liabilities 2022: $1,996,537Net Assets 2022: $431,0332022Assets 2023: $1,865,472Liabilities 2023: $1,434,439Net Assets 2023: $431,0332023Assets 2024: $4,555,795Liabilities 2024: $4,124,762Net Assets 2024: $431,0332024

Highlighted filing

2018

Assets$1,229,532
Liabilities$798,499
Net Assets$431,033

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,516,6032010Expenses 2011: $4,692,0372011Expenses 2012: $4,476,1652012Revenue 2013: $4,430,756Expenses 2013: $4,464,769Net Income 2013: -$34,0132013Revenue 2014: $4,397,312Expenses 2014: $4,532,900Net Income 2014: -$135,5882014Revenue 2015: $4,794,882Expenses 2015: $4,678,968Net Income 2015: $115,9142015Revenue 2016: $4,722,947Expenses 2016: $4,731,278Net Income 2016: -$8,3312016Revenue 2017: $4,972,521Expenses 2017: $4,972,521Net Income 2017: $02017Revenue 2018: $4,997,789Expenses 2018: $4,997,789Net Income 2018: $02018Revenue 2019: $5,381,152Expenses 2019: $5,381,152Net Income 2019: $02019Revenue 2020: $5,650,835Expenses 2020: $5,650,835Net Income 2020: $02020Revenue 2021: $5,749,173Expenses 2021: $5,749,173Net Income 2021: $02021Revenue 2022: $5,458,093Expenses 2022: $5,458,093Net Income 2022: $02022Revenue 2023: $5,603,164Expenses 2023: $5,603,164Net Income 2023: $02023Revenue 2024: $6,076,330Expenses 2024: $6,076,330Net Income 2024: $02024

Highlighted filing

2018

Revenue$4,997,789
Expenses$4,997,789
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 16, 2019
Return Version
2018v3.1
Gross Receipts
$4,997,789
Mission and Program Overview

Mission

The administrative corporation administers sheet metal workers' pension, health and welfare and other benefit plans of the various sheet metal workers' trust funds formed under multi-employer bargaining agreements between the various employer groups and the selected union locals.

central recordkeeping agency for sheet metal worker trust funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$323,201$680,126▲ $356,925
Prepaid Expenses and Deferred Charges$89,444$391,384▲ $301,940
Accounts Receivable$123,852$0▼ $123,852
Land, Buildings, and Equipment, Net$79,723$116,770▲ $37,047
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$656,736$1,229,532▲ $572,796
Other Assets Total$40,516$41,252▲ $736
Liabilities
Other Liabilities$0$504,106▲ $504,106
Accounts Payable and Accrued Expenses$225,703$294,393▲ $68,690
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$225,703$798,499▲ $572,796
Net Assets / Fund Balance
Unrestricted Net Assets$431,033$431,033→ $0
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$431,033$431,033→ $0
Total Liabilities and Net Assets / Fund Balance$656,736$1,229,532▲ $572,796

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$92,445$876,243$968,688
Equipment$22,411$485,277$507,688
Leasehold Improvements$1,914$85,555$87,469
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
vern shafferexecutive directorFT$211,240$66,526$277,766
christina byercontrollerFT$111,174$26,340$137,514
Patti FrankElig. Dept MgrFT$97,331$26,340$123,671
Melanie ShepherdProperty ManagerFT$94,043$26,340$120,383
Nichola StillClaims Dept MgrFT$91,361$18,481$109,842
craig wisemanaccounting supervisorFT$88,386$18,273$106,659

Board Members and Trustees

NameTitle
Kurt Marstellerco-chair
Luther Medinaco-chair
bill shaverPresident
Howell Tani Poe JrVice President
jeff hollysecretary
Richard Riveratreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
innovative software solutions inccomputer support300 s lenola rd, Maple Shade Township, NJ 08052$196,007
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,997,789
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,997,789
Total Revenue per Audited Statements
$4,997,789
Total Revenue per Form 990
$4,997,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,596,452
Other Expenses$1,401,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,367,782
Other Employee Benefits---$826,609
Occupancy---$450,845
Current Officers, Directors, Trustees, and Key Employees---$211,240
Information Technology---$196,007
Payroll Taxes---$190,821
Office Expenses---$141,821
Depreciation Depletion---$62,525
Insurance---$55,915
Fees for Services Legal---$34,709
Other Expenses---$12,429
Fees for Services Accounting---$8,350
Conferences and Meetings---$5,604
Total Functional Expenses$0$0$0$4,997,789

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,997,789
Total Expenses per Audited Statements$4,997,789
Total Expenses per Form 990$4,997,789
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Plans, Net$504,106
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

part VI, line 8B:

the corporation does not have committees that act on behalf of the governing body. PART VI, LINE 11B: form 990 was reviewed by the controller, executive director and legal counsel prior to filing. Any unusual items are brought to the board of directors attention. part vi, line 12c: the board of directors and all professionals are to contact legal counsel if any potential conflicts arise. part vi, lines 15a and b: the board reviews the executive director and senior staff job performances and determines an appropriate compensation package. part vi, line 19: the governing documents and financial statements are maintained in the corporation's office and are available upon request. part vii, line 1a: certain directors listed in part vii may also serve as officers of affiliated organizations. these directors may receive compensation from such affiliated organizations.

Filing and Contact Details

Filer

Filer Name
Sheet Metal Benefit Plans Administrative
EIN
95-4337897
In Care Of
% VERNON SHAFFER
Phone
3107986572
Address
111 N SEPULVEDA BLVD STE 100, MANHATTAN BEACH, CA 90266

Signing Officer

Name
Howell Poe
Title
president
Phone
3107986572
Signed
2019-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vern Shaffer
Formed
1991
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
38
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Jeffrey Goss
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

part X, line 2:

Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Admin Corp. and recognize a tax liability if the Admin Corp. has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Admin Corp. is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
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IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0196007
IRS990/InsuranceGrp/TotalAmt055915
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01447075
IRS990/LandBldgEquipBasisNetGrp/BOYAmt079723
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0116770
IRS990/LandBldgEquipCostOrOtherBssAmt01563845
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CENTRAL RECORDKEEPING AGENCY FOR SHEET METAL WORKER TRUST FUNDS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0431033
IRS990/NetAssetsOrFundBalancesEOYAmt0431033
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt012440
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0450845
IRS990/OfficeExpensesGrp/TotalAmt0141821
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt040516
IRS990/OtherAssetsTotalGrp/EOYAmt041252
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0826609
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT LEASES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/TotalAmt0243274
IRS990/OtherExpensesGrp/TotalAmt1151277
IRS990/OtherExpensesGrp/TotalAmt238581
IRS990/OtherExpensesGrp/TotalAmt312429
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0504106
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt02367782
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0190821
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt089444
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0391384
IRS990/PrincipalOfficerNm0VERN SHAFFER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMIN SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04997789
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04997789
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01315650
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04972521
IRS990/PYSalariesCompEmpBnftPaidAmt03656871
IRS990/PYTotalExpensesAmt04972521
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04972521
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt022411
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0485277
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0507688
IRS990ScheduleD/ExpensesSubtotalAmt04997789
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01914
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt085555
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt087469
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt092445
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0876243
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0968688
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0504106
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED PLANS, NET
IRS990ScheduleD/RevenueSubtotalAmt04997789
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Admin Corp. and recognize a tax liability if the Admin Corp. has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Admin Corp. is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0part x, line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0116770
IRS990ScheduleD/TotalExpensesPerForm990Amt04997789
IRS990ScheduleD/TotalLiabilityAmt0504106
IRS990ScheduleD/TotalRevenuePerForm990Amt04997789
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04997789
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04997789
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0211240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt051314
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015212
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0vern shaffer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0executive director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0277766
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the corporation does not have committees that act on behalf of the governing body. PART VI, LINE 11B: form 990 was reviewed by the controller, executive director and legal counsel prior to filing. Any unusual items are brought to the board of directors attention. part vi, line 12c: the board of directors and all professionals are to contact legal counsel if any potential conflicts arise. part vi, lines 15a and b: the board reviews the executive director and senior staff job performances and determines an appropriate compensation package. part vi, line 19: the governing documents and financial statements are maintained in the corporation's office and are available upon request. part vii, line 1a: certain directors listed in part vii may also serve as officers of affiliated organizations. these directors may receive compensation from such affiliated organizations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0part vi, line 8b:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SMW HEALTH PLAN OF SO CA AZ & NV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SMW PENSION PLAN OF SO CA AZ & NV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2various smw local unions
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3various smw related plans
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4various employer associations
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956052259
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1956052257
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3401 and 501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$4.12$0.43$6.08$6.08$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.87$1.43$0.43$5.60$5.60$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.43$2.00$0.43$5.46$5.46$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.57$0.43$5.75$5.75$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.43$0.43$5.65$5.65$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.27$0.43$5.38$5.38$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.80$0.43$5.00$5.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.23$0.43$4.97$4.97$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.12$0.43$4.72$4.73$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.12$0.44$4.79$4.68$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.26$0.32$4.40$4.53$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.07$0.46$4.43$4.46$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.06$0.49$4.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.02$0.45$4.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.17$0.35$4.52