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← NORTHWEST SHEET METAL WORKERS ORGANIZATIONAL TRUST

Form 990 for tax year 2023

Filed by NORTHWEST SHEET METAL WORKERS ORGANIZATIONAL TRUST.

Totals

Total revenue
$3,897,058
Total expenses
$4,845,240
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,654,555
Investment income
$242,503
Other revenue
$0
Total assets, end of year
$8,655,909
Total liabilities, end of year
$5,745
Net assets or fund balances, end of year
$8,650,164
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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: EMPLOYER CONTRIBUTIONS

    total $3,654,555 · related or exempt $3,654,555

  • 3 · Investment income

    total $242,503 · excluded $242,503

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,245,663

  • 7 · Other salaries and wages

    total $270,806

  • 8 · Pension plan contributions

    total $88,573

  • 9 · Other employee benefits

    total $66,320

  • 10 · Payroll taxes

    total $22,704

  • 11b · Fees: legal

    total $11,434

  • 11c · Fees: accounting

    total $18,484

  • 11f · Fees: investment management

    total $31,078

  • 12 · Advertising and promotion

    total $100,185

  • 13 · Office expenses

    total $27,287

  • 14 · Information technology

    total $7,430

  • 16 · Occupancy

    total $24,160

  • 19 · Conferences, conventions and meetings

    total $7,625

  • 23 · Insurance

    total $6,142

  • 24a · Other expenses: SMART REBATES

    total $794,975

  • 24b · Other expenses: LEGAL SETTLEMENT

    total $221,428

  • 24c · Other expenses: TRUSTEE EXPENSES

    total $6,021

  • 24d · Other expenses: TRAINING & DEVELOPMENT

    total $4,943

  • 24e · All other expenses

    total -$110,018

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $20,264 · end of year $34,730

  • 2 · Savings and temporary cash investments

    beginning of year $2,149,734 · end of year $1,509,167

  • 11 · Investments: publicly traded securities

    beginning of year $6,691,613 · end of year $7,112,012

  • 25 · Other liabilities

    beginning of year $8,226 · end of year $5,745

  • 27 · Net assets without donor restrictions

    beginning of year $8,853,385 · end of year $8,650,164

Mission and programs · 2023

Mission

TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS, JOB SECURITY, COMPETITIVENESS, PRODUCTIVITY, ORGANIZATIONAL EFFECTIVENESS AND ECONOMIC DEVELOPMENT IN THE SHEET METAL TRADE.

Activities or mission (Part I)

INDUSTRY ENHANCEMENT

  • TO ORGANIZE THE UNORGANIZED AND TO MAKE SIGNATORY CONTRACTORS MORE COMPETITIVE IN THE MARKET PLACE.

As filed on the 2023 return.

Listed in Part VII

  • Devin Leingang

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Kevin Thomas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tiffany Caulfield

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sam Hem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Miller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Keith Johansen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Julie Muller

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Bj Giri

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jim Frees

    EXECUTIVE DIRECTOR

    Total calculated
    $280,006
    From this org
    $191,430
    From related orgs
    $0
    Other
    $88,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,430
    Bonus
    $0
    Other
    $0
    Deferred
    $62,019
    Nontaxable benefits
    $26,557
    Filer's total
    $280,006

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

  • 3 · Written employment contract

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2024
IRS schema version
2023v5.0
Source object
202431349349303793

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