Form 990 for tax year 2023
Filed by OMAHA SHEET METAL WORKERS TRAINING AND EDUCATION FUND.
Totals
- Total revenue
- $973,347
- Total expenses
- $837,482
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $880,663
- Investment income
- $17,341
- Other revenue
- $75,343
- Total assets, end of year
- $1,578,873
- Total liabilities, end of year
- $14,239
- Net assets or fund balances, end of year
- $1,564,634
- Program services expenses (Part IX)
- $775,099
- Management and general expenses
- $62,383
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $775,099
Program services were 92.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: FEES FROM CONTRACTORS
total $865,954 · related or exempt $865,954
-
2b · Program service revenue: TUITION AND BOOK FEES
total $9,909 · related or exempt $9,909
-
2c · Program service revenue: FEES FROM AFFILIATES
total $4,800 · related or exempt $4,800
-
3 · Investment income
total $17,341 · related or exempt $17,341
-
11a · Other revenue: INTERNATIONAL REIMBURS
total $64,000 · related or exempt $64,000
-
11b · Other revenue: MISCELLANEOUS
total $11,316 · related or exempt $11,316
-
11c · Other revenue: FOR AFFILIATES COLLECT
total $27 · related or exempt $27
-
11e · Other revenue, total
$75,343
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $118,619 · program services $118,619
-
8 · Pension plan contributions
total $42,966 · program services $42,966
-
10 · Payroll taxes
total $9,224 · program services $9,224
-
11c · Fees: accounting
total $24,150 · management and general $24,150
-
11g · Fees: other
total $251,578 · program services $251,578
-
13 · Office expenses
total $27,595 · management and general $27,595
-
16 · Occupancy
total $125,794 · program services $125,794
-
19 · Conferences, conventions and meetings
total $271 · program services $271
-
21 · Payments to affiliates
total $74,267 · program services $74,267
-
22 · Depreciation, depletion and amortization
total $30,352 · program services $30,352
-
23 · Insurance
total $10,638 · management and general $10,638
-
24a · Other expenses: CLASSROOM SUPPLIES & LI
total $91,287 · program services $91,287
-
24b · Other expenses: REGIONAL TRAINING SCHOO
total $18,806 · program services $18,806
-
24c · Other expenses: TRAINING EXPENSES
total $8,998 · program services $8,998
-
24d · Other expenses: LOSS ON ASSET DISPOSALS
total $2,937 · program services $2,937
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $93,558 · end of year $86,638
-
2 · Savings and temporary cash investments
beginning of year $1,072,382 · end of year $1,155,130
-
10a · Land, buildings and equipment: cost or other basis
$851,475
-
10b · Land, buildings and equipment: accumulated depreciation
$514,370
-
10c · Land, buildings and equipment, net
beginning of year $277,547 · end of year $337,105
-
25 · Other liabilities
beginning of year $14,718 · end of year $14,239
-
27 · Net assets without donor restrictions
beginning of year $1,428,769 · end of year $1,564,634
Mission and programs · 2023
Mission
TRAINING AND EDUCATION OF LOCAL UNION MEMBER APPRENTICES.
Activities or mission (Part I)
TRAINING AND EDUCATION
-
TRAINING AND EDUCATION FOR APPRENTICES ENTERING THE SHEET METAL TRADE.
Expenses $775,099 · Revenue $973,347
As filed on the 2023 return.
Listed in Part VII
-
Jason KirchhevelJASON KIRCHHEVEL
MEMBER
- Total calculated
- $195,761
- From this org
- $0
- From related orgs
- $131,323
- Other
- $64,438
- Hours/week
- 10
Schedule J breakdown matched by us
- Base
- $0 + $131,323 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $63,914 related
- Filer's total
- $0 + $195,237 related
-
Aj WilwerdingAJ WILWERDING
JATC COORDINATOR
- Total calculated
- $156,935
- From this org
- $116,376
- From related orgs
- $0
- Other
- $40,559
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,376
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $40,559
- Filer's total
- $156,935
-
Scott FalconeSCOTT FALCONE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kurt C BrownKURT C BROWN
MEMBER
- Total calculated
- $2,282
- From this org
- $0
- From related orgs
- $1,827
- Other
- $455
- Hours/week
- 1
-
Mike AndersonMIKE ANDERSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Doug BrownDOUG BROWN
MEMBER
- Total calculated
- $4,476
- From this org
- $0
- From related orgs
- $3,584
- Other
- $892
- Hours/week
- 1
-
Adam ShanesyADAM SHANESY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BarnesJEFF BARNES
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James GoodallJAMES GOODALL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark ArnoldMARK ARNOLD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jason GriesemerJASON GRIESEMER
MEMBER
- Total calculated
- $8,586
- From this org
- $0
- From related orgs
- $6,917
- Other
- $1,669
- Hours/week
- 10
Schedule J breakdown matched by us
- Base
- $0 + $6,917 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $1,667 related
- Filer's total
- $0 + $8,584 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
OMAHA SHEET METAL WORKERS LOCAL NO 3
501(C)5 · LOCAL UNION · NE
-
SHEET METAL WORKERS LOCAL NO 3 - BUILDING CORPORATION
501(C)5 · OWN & OPERATE BUILDING FOR UNION MEMBER TRAINING AND MEETING FACILITIES · NE
-
SHEET METAL INDUSTRY ADVANCEMENT FUND
501(C)5 · PROMOTION OF SHEET METAL INDUSTRY THROUGHOUT THE LOCAL UNION'S AREA · NE
-
OMAHA-COUNCIL BLUFFS SHEET METAL VACATION & SICK FUND
501(C)9 · ADMINISTER VACATION & SICK BENEFITS FUND FOR UNION MEMBERS · NE
-
SHEET METAL WORKERS LOCAL NO 3 401(K) PLAN
401(K) · ADMINISTER ELECTIVE & REQUIRED 401(K) CONTRIBUTIONS FOR UNION · NE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540589349301319
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