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← SHEET METAL WORKERS INTERNATIONAL ASSOCIATION OFFICE EMPLOYEES

Form 990 for tax year 2022

Filed by SHEET METAL WORKERS INTERNATIONAL ASSOCIATION OFFICE EMPLOYEES.

Totals

Total revenue
$272,453
Total expenses
$129,391
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$192,696
Investment income
$76,719
Other revenue
$3,038
Total assets, end of year
$1,940,557
Total liabilities, end of year
$9,714
Net assets or fund balances, end of year
$1,930,843
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 $185,353 · related or exempt $185,353

  • 2b · Program service revenue: RETIREE CONTRIBUTIONS

    total $7,343 · related or exempt $7,343

  • 3 · Investment income

    total $33,168 · excluded $33,168

  • 7a · Gross sales of assets other than inventory

    securities $747,025

  • 7b · Less cost or other basis and sales expenses

    securities $703,474

  • 7c · Gain or loss

    securities $43,551

  • 7d · Net gain or loss

    total $43,551 · excluded $43,551

  • 11a · Other revenue: MISCELLANEOUS

    total $3,038 · related or exempt $3,038

  • 11e · Other revenue, total

    $3,038

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $113,571

  • 11b · Fees: legal

    total $2,918

  • 11c · Fees: accounting

    total $8,000

  • 11f · Fees: investment management

    total $2,745

  • 23 · Insurance

    total $2,123

  • 24a · Other expenses: BANK SERVICE FEES

    total $34

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $341,014 · end of year $420,258

  • 2 · Savings and temporary cash investments

    beginning of year $105,411 · end of year $87,947

  • 4 · Accounts receivable

    beginning of year $22,240 · end of year $26,188

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,109 · end of year $3,184

  • 12 · Investments: other securities

    beginning of year $1,635,509 · end of year $1,402,980

  • 17 · Accounts payable and accrued expenses

    beginning of year $379 · end of year $279

  • 25 · Other liabilities

    beginning of year $9,435 · end of year $9,435

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,108,469 · end of year $1,930,843

Mission and programs · 2022

Mission

TO PROVIDE POSTRETIREMENT HEALTH CARE BENEFITS FOR EMPLOYEES OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION.

Activities or mission (Part I)

TO PROVIDE POSTRETIREMENT HEALTH BENEFITS TO RETIRED PARTICIPANTS.

  • THE PLAN PROVIDES POSTRETIREMENT HEALTH CARE BENEFITS FOR EMPLOYEES OF THE SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS UNION.

As filed on the 2022 return.

Listed in Part VII

  • JOSEPH POWELL

    TRUSTEE

    Total calculated
    $477,769
    From this org
    $0
    From related orgs
    $429,522
    Other
    $48,247
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,407 related
    Bonus
    $0
    Other
    $0 + $103,115 related
    Deferred
    $0 + $23,311 related
    Nontaxable benefits
    $0 + $24,936 related
    Filer's total
    $0 + $477,769 related

  • ERIN CUMMINS

    TRUSTEE

    Total calculated
    $79,741
    From this org
    $0
    From related orgs
    $69,337
    Other
    $10,404
    Hours/week
    2.5 + 37.5 related

  • BRENDA HUNT

    TRUSTEE

    Total calculated
    $104,405
    From this org
    $0
    From related orgs
    $79,469
    Other
    $24,936
    Hours/week
    2.5 + 37.5 related

  • WARREN MAY

    TRUSTEE

    Total calculated
    $217,032
    From this org
    $0
    From related orgs
    $192,096
    Other
    $24,936
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,096 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,936 related
    Filer's total
    $0 + $217,032 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349312034

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