Form 990 for tax year 2023
Filed by SHEET METAL WORKERS LOCAL UNION NO28 LABOR MANAGEMENT COMMITTEE AND TRUST.
Totals
- Total revenue
- $5,452,701
- Total expenses
- $7,939,335
- Contributions and grants received
- $0
- Grants paid
- $66,150
- Program service revenue
- $5,380,597
- Investment income
- $72,104
- Other revenue
- $0
- Total assets, end of year
- $2,361,108
- Total liabilities, end of year
- $644,612
- Net assets or fund balances, end of year
- $1,716,496
- 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 $5,315,697 · related or exempt $5,315,697
-
2b · Program service revenue: ADMINISRATIVE FEES
total $64,900 · related or exempt $64,900
-
3 · Investment income
total $97,418 · excluded $97,418
-
7a · Gross sales of assets other than inventory
securities $1,950,270
-
7b · Less cost or other basis and sales expenses
securities $1,975,584
-
7c · Gain or loss
securities -$25,314
-
7d · Net gain or loss
total -$25,314 · excluded -$25,314
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $66,150
-
5 · Compensation of officers, directors and key employees
total $259,232
-
7 · Other salaries and wages
total $136,240
-
8 · Pension plan contributions
total $12,000
-
10 · Payroll taxes
total $22,929
-
11b · Fees: legal
total $12,000
-
11c · Fees: accounting
total $15,500
-
12 · Advertising and promotion
total $14,400
-
13 · Office expenses
total $38,988
-
14 · Information technology
total $26,714
-
16 · Occupancy
total $144,625
-
23 · Insurance
total $4,918
-
24a · Other expenses: CONTRACTOR EQUALITY SUB
total $6,827,284
-
24b · Other expenses: MEMBERSHIP DUES AND ASS
total $197,394
-
24c · Other expenses: ALLOCATED ADMINISTRATIV
total $65,577
-
24d · Other expenses: OTHER FRINGE CONTRIBUTI
total $60,056
-
24e · All other expenses
total $35,328
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $309,954 · end of year $309,403
-
2 · Savings and temporary cash investments
beginning of year $580,265 · end of year $402
-
4 · Accounts receivable
beginning of year $335,788 · end of year $408,917
-
10a · Land, buildings and equipment: cost or other basis
$97,897
-
10b · Land, buildings and equipment: accumulated depreciation
$97,897
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $3,013,904 · end of year $1,187,242
-
15 · Other assets
beginning of year $0 · end of year $455,144
-
17 · Accounts payable and accrued expenses
beginning of year $88,121 · end of year $32,538
-
25 · Other liabilities
beginning of year $1,000 · end of year $612,074
-
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 $4,150,790 · end of year $1,716,496
Mission and programs · 2023
Mission
TO IMPROVE COMMUNICATIONS BETWEEN LABOR & MANAGEMENT
-
ESTABLISHED TO IMPROVE COMMUNICATIONS BETWEEN LABOR AND MANAGEMENT, SEEK RESOLUTIONS TO PROBLEMS OF MUTUAL CONCERN TO THE INDUSTRY, AND IDENTIFY AND EXPAND WORK OPPORTUNITIES FOR THE SHEET METAL WORKERS & EMPLOYERS
As filed on the 2023 return.
Listed in Part VII
-
Thomas ReganTHOMAS REGAN
ADMINISTRATOR
- Total calculated
- $259,232
- From this org
- $152,342
- From related orgs
- $0
- Other
- $106,890
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,342
- Bonus
- $0
- Other
- $0
- Deferred
- $75,572
- Nontaxable benefits
- $31,318
- Filer's total
- $259,232
-
Mildred Ortiz-TorresMILDRED ORTIZ-TORRES
STAFF
- Total calculated
- $148,240
- From this org
- $136,240
- From related orgs
- $0
- Other
- $12,000
- Hours/week
- 40
-
Eric MeslinERIC MESLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marvin TavarezMARVIN TAVAREZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert RotoloROBERT ROTOLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James CallahanJAMES CALLAHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian NigroBRIAN NIGRO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Victor GanyVICTOR GANY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas D'AngeloTHOMAS D'ANGELO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steven BenkovskySTEVEN BENKOVSKY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael DiguisseppeMICHAEL DIGUISSEPPE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael CunneyMICHAEL CUNNEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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 · Approval by the board or compensation committee
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
-
DONATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423199349317247
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.