Form 990 for tax year 2022
Filed by SHEET METAL WORKERS WELFARE FUND OF SOUTHEASTERN PENNSYLVANIA.
Totals
- Total revenue
- $52,871,369
- Total expenses
- $59,720,749
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $51,540,111
- Investment income
- $1,272,020
- Other revenue
- $59,238
- Total assets, end of year
- $41,139,920
- Total liabilities, end of year
- $622,800
- Net assets or fund balances, end of year
- $40,517,120
- 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 $45,131,128 · related or exempt $45,131,128
-
2b · Program service revenue: PARTICIPANT AND COBRA CONTRIBUTIO
total $6,408,983 · related or exempt $6,408,983
-
3 · Investment income
total $1,429,338 · excluded $1,429,338
-
7a · Gross sales of assets other than inventory
securities $45,402,160
-
7b · Less cost or other basis and sales expenses
securities $45,559,478
-
7c · Gain or loss
securities -$157,318
-
7d · Net gain or loss
total -$157,318 · related or exempt -$157,318
-
11a · Other revenue: MISCELLANOUS INCOME
total $58,963 · excluded $58,963
-
11b · Other revenue: VACATION ADMIN FEE
total $275 · related or exempt $275
-
11e · Other revenue, total
$59,238
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $57,852,893
-
7 · Other salaries and wages
total $545,407
-
8 · Pension plan contributions
total $246,530
-
9 · Other employee benefits
total $222,500
-
10 · Payroll taxes
total $41,806
-
11b · Fees: legal
total $70,468
-
11c · Fees: accounting
total $46,582
-
11f · Fees: investment management
total $224,308
-
11g · Fees: other
total $110,000
-
13 · Office expenses
total $84,364
-
14 · Information technology
total $98,485
-
16 · Occupancy
total $118,340
-
17 · Travel
total $7,019
-
19 · Conferences, conventions and meetings
total $3,374
-
23 · Insurance
total $9,254
-
24a · Other expenses: DEPRECIATION EXPENSE AL
total $21,142
-
24b · Other expenses: REGULATORY FEES AND TAX
total $18,277
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,015,012 · end of year $2,014,305
-
2 · Savings and temporary cash investments
beginning of year $4,536,060 · end of year $2,237,286
-
4 · Accounts receivable
beginning of year $6,441,726 · end of year $6,189,453
-
9 · Prepaid expenses and deferred charges
beginning of year $9,167 · end of year $5,567
-
11 · Investments: publicly traded securities
beginning of year $21,985,060 · end of year $19,417,537
-
12 · Investments: other securities
beginning of year $13,916,385 · end of year $10,192,772
-
15 · Other assets
beginning of year $756,000 · end of year $1,083,000
-
17 · Accounts payable and accrued expenses
beginning of year $249,747 · end of year $356,089
-
25 · Other liabilities
beginning of year $795,901 · end of year $266,711
-
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 $47,613,762 · end of year $40,517,120
Mission and programs · 2022
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.
Activities or mission (Part I)
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS
-
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.
As filed on the 2022 return.
Listed in Part VII
-
Gary J MasinoGARY J MASINO
CO-CHAIR
- Total calculated
- $423,328
- From this org
- $0
- From related orgs
- $256,906
- Other
- $166,422
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $256,906 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $111,176 related
- Nontaxable benefits
- $0 + $55,246 related
- Filer's total
- $0 + $423,328 related
-
Roeland F HoekeROELAND F HOEKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ernest J MenoldERNEST J MENOLD
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Bryan BushBRYAN BUSH
TRUSTEE
- Total calculated
- $338,491
- From this org
- $0
- From related orgs
- $196,151
- Other
- $142,340
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $196,151 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $92,619 related
- Nontaxable benefits
- $0 + $49,721 related
- Filer's total
- $0 + $338,491 related
-
Dennis O'BrienDENNIS O'BRIEN
TRUSTEE (P)
- Total calculated
- $0
- Hours/week
- 2
-
Gerard E GontzGERARD E GONTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Michael FordMICHAEL FORD
TRUSTEE (P)
- Total calculated
- $284,765
- From this org
- $0
- From related orgs
- $159,684
- Other
- $125,081
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $0 + $159,684 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $80,884 related
- Nontaxable benefits
- $0 + $44,197 related
- Filer's total
- $0 + $284,765 related
-
Gina OnoratoGINA ONORATO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
William DorwardWILLIAM DORWARD
TRUSTEE
- Total calculated
- $282,960
- From this org
- $0
- From related orgs
- $158,124
- Other
- $124,836
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $158,124 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $80,639 related
- Nontaxable benefits
- $0 + $44,197 related
- Filer's total
- $0 + $282,960 related
-
Thomas J KlingenbergTHOMAS J KLINGENBERG
FUND ADMINISTRATOR
- Total calculated
- $358,924
- From this org
- $0
- From related orgs
- $210,313
- Other
- $148,611
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $210,313 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $103,007 related
- Nontaxable benefits
- $0 + $45,604 related
- Filer's total
- $0 + $358,924 related
-
Dennis SiravoDENNIS SIRAVO
ASST ADMINISTRATOR
- Total calculated
- $271,666
- From this org
- $0
- From related orgs
- $154,914
- Other
- $116,752
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $154,914 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $80,202 related
- Nontaxable benefits
- $0 + $36,550 related
- Filer's total
- $0 + $271,666 related
-
Christopher DowneyCHRISTOPHER DOWNEY
CONTROLLER
- Total calculated
- $193,305
- From this org
- $0
- From related orgs
- $126,397
- Other
- $66,908
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $126,397 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $30,764 related
- Nontaxable benefits
- $0 + $36,144 related
- Filer's total
- $0 + $193,305 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
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION OF ADMININSTATOR PAID BY SHEET METAL WORKERS LOCAL UNION NO. 19 PENSION FUND, A RELATED PARTY AND ALLOCATED TO RELATED BENEFIT FUNDS.
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.
-
SHEET METAL WORKERS LOCAL UNION NO 19 PENSION FUND
401A/501A · PENSION FUND
-
SHEET METAL WORKERS LOCAL UNION NO 19 SUB FUND
501(C)(9) · SUB FUND
-
SHEET METAL WORKERS LOCAL UNION NO 19 ANNUITY FUND
501(C)(9) · ANNUITY FUND
-
SHEET METAL WORKERS LOCAL UNION NO 19
501(C)(5) · LABOR UNION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
A A A SHEET METAL INC
-
A C GENTRY
-
A D S INC
-
A S L REFRIGERATION INC
-
ABCO SIGN CO
-
ACCU-FLOW BALANCING CO LLC
-
ADVANCED SHEET METAL
-
AELLA INDUSTRIES
-
AERDUX INCORPORATED
-
AES MECHANICAL
-
AIR CONCEPTS INC
-
AIR SYSTEMS INC
-
AIR TIGHT HEATING & COOLING
-
AIRSIDE SHEET METAL
-
ALLIED POWER SERVICES LLC
-
AMERICAN MECHANICAL & CONTR
-
ANDREW B DUFFY INC
-
ASC SHEET METAL LLC
-
AWOC
-
AXIS KITCHEN INSTALLATIONS
-
BALTRONIX INC
-
BLANSKI ENERGY MANAGEMENT
-
BONLAND INDUSTRIES
-
BURKE & COMPANY LLC
-
BURKHARDT MECHANICAL
-
C M C PLUMBING HEATING & A
-
C R MEYER AND SONS COMPANY
-
CADDX3 LLC
-
CAMDEN MECHANICAL
-
CAMDEN MECHANICAL LLC
-
CHRISTIANA MECHANICAL INC
-
CITY SIGN SERVICE
-
CLEAR CHANNEL OUTDOOR
-
CMS MECHANICAL CONTRACTING
-
COMMERCIAL AIR CONSTRUCTION
-
COMPASS SIGN CO
-
COMPREHENSIVE TESTBALANC
-
CONTROLLED ENVIRONMENTAL CE
-
CONTROLLED TEMPERATURE SYST
-
CROSS COUNTRY FOOD SER INS
-
CUSTOM FINISHERS INC
-
D J SMITH INDUSTRIAL INC
-
DA SIGNS & SERVICES
-
DAY & ZIMMERMAN
-
DELTABJDS INC
-
DIRECT AIR MECHANICAL
-
DOUBLE D SHEET METAL INC
-
DREAM MECHANICAL
-
DUCTZ
-
DWD MECHANICAL CONTRACTOR I
-
DYNAMIC BALANCING CO INC
-
E J DESETA CO INC (DE)
-
EASTERN AIR BALANCE CORP
-
EASTERN SIGN TECH LLC
-
ENERPLEX MECHANICAL
-
EPAY INC
-
ERNEST D MENOLD INC
-
FALASCA MECHANICAL
-
FILTAIREGENERAL AIRE CORP
-
FISHER BALANCING COMPANY
-
FLOOD & STERLING INC
-
G R SPONAUGLE & SONS
-
GBI INCTHERMAL PIPING
-
GENESIO COMPANY
-
GOYETTE MECHANICAL CO INC
-
H T LYONS
-
HAYS SHEET METAL COMPANY
-
HRANEC SHEET METAL INC
-
HUNTER MECHANICAL INC
-
HYGRADE INSULATORS INC
-
I D GRIFFITH INC (DE)
-
INDEPENDENT BALANCING
-
INTERNATIONAL TRAINING INST
-
INVISION SIGN LLC
-
J & M CUSTOM SHEET METAL LL
-
J & S FABRICATIONOLD
-
J D HOWELL SERVICES
-
JA RESTAURANTS INSTALLATION
-
JOSEPH OAT CORP
-
KAM SHEET METAL LLC
-
KF MECHANICAL
-
KLEIN ELECTRIC ADVERTISING
-
KOTTCAMP SHEET METAL INC
-
LEHIGH COUNTY AUTHORITY
-
LEHIGH S M ERECTING CO
-
LEIBOLD INC
-
LITTLE BITTS SERVICE INC
-
LOR-MAR MECHANICAL LLC
-
LUTHE SHEET METAL INC
-
M D ROOFING
-
MARCLINE SHEET METAL
-
MARLYN SHEET METAL INC
-
MARX NJ GROUP
-
MARX SHEET METAL
-
MASSARA METALS INC
-
MAXIMUM MECHANICAL
-
MCCLURE COMPANY
-
METAL ALLIANCE INC
-
MID-ATLANTIC MECHANICAL
-
MIDLAND ENGINEERING
-
MODERN CONTROLS
-
MRC SIGNS
-
N W INDUSTRIES
-
NATIONAL BALANCING CO
-
NORTHEAST MECHANICAL
-
NOVA SIGN GROUP
-
OPTIMUM PERFORMANCE BALANCI
-
ORELAND SHEET METAL INC
-
PHILADELPHIA SIGN COMPANY
-
PRECISION AIR DESIGNS LLC
-
PREFERRED PLUMBING & HTG
-
PREMIER ARCHITECTURAL S M L
-
PRIME SHEET METAL INC
-
PROGRESSIVE S M CO K&Z
-
RADICK CORPORATION
-
REAM ROOFING ASSOCIATES
-
RELIANT COMMERCIAL KITCHEN
-
RESTAURANT VENT DESIGN
-
RLM MECHANICAL LLC
-
ROBERT G GANTER JR CONT
-
RODNEY B SMITH PLUMBINGHEA
-
ROYAL PAK SYSTEMS INC
-
RW LAPINE MECHANICAL CONTRA
-
SANKS MECHANICAL
-
SCANLON ASSOCIATES
-
SKETCHING SOLUTIONS LLC
-
SOUTH JERSEY METAL INC
-
SOUTH JERSEY SIGN & CONSTR
-
SOUTHERN COMFORT MECHANICAL
-
SOUTHLAND IND MECHANICAL
-
SPECIALTY FABRICATORS INC
-
SSM INDUSTRIES INC
-
STS SHEET METAL
-
SUN MECHANICAL SYSTEMS
-
TAB SYSTEMS INC
-
TABWORKS INC
-
TCS HEATING & AC
-
THERMODESIGN CORP
-
THOMAS CO INC
-
TOTAL COMFORT GROUP
-
URBAN SIGN & CRANE INC
-
V & G CLIMATE SERVICES INC
-
W F SMITH
-
WARKO ROOFING COMPANY INC
-
WEATHERVANE SERVICE INC
-
WM J DONOVAN CO
-
YANNUZZI INC
-
YORK MAHONING
-
ZELLA INDUSTRIES LLC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400449349300025
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.