Form 990 for tax year 2025
Filed by SHEET METAL WORKERS LOCAL 27 EDUCATIONAL TRUST FUND.
Totals
- Total revenue
- $1,514,487
- Total expenses
- $1,355,377
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $945,748
- Management and general expenses
- $409,629
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $945,748
Program services were 69.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CHRISTOPHER W GEORGE
UNION TRUSTEE
- Total calculated
- $322,195
- From this org
- $76,756
- From related orgs
- $134,249
- Other
- $111,190
- Hours/week
- 40 + 40 related
Schedule J breakdown matched by us
- Base
- $76,756 + $134,249 related
- Bonus
- $0
- Other
- $0
- Deferred
- $32,331 + $34,285 related
- Nontaxable benefits
- $44,574
- Filer's total
- $153,661 + $168,534 related
-
JOHNNIE WHITTINGTON
UNION TRUSTEE
- Total calculated
- $302,061
- From this org
- $0
- From related orgs
- $181,763
- Other
- $120,298
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $181,763 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $84,782 related
- Nontaxable benefits
- $0 + $35,516 related
- Filer's total
- $0 + $302,061 related
-
MATTHEW JOHNSON
UNION TRUSTEE
- Total calculated
- $302,080
- From this org
- $0
- From related orgs
- $181,763
- Other
- $120,317
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $181,763 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $84,801 related
- Nontaxable benefits
- $0 + $35,516 related
- Filer's total
- $0 + $302,080 related
-
CHRISTOPHER BONNER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD BONNER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GERARD HOGAN III
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS DEBARTOLO
FORMER UNION TRUSTEE
- Total calculated
- $172,625
- From this org
- $0
- From related orgs
- $102,630
- Other
- $69,995
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $102,630 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $52,367 related
- Nontaxable benefits
- $0 + $17,628 related
- Filer's total
- $0 + $172,625 related
-
MICHAEL KOLBASOWSKI
FORMER UNION TRUSTEE
- Total calculated
- $203,251
- From this org
- $0
- From related orgs
- $114,950
- Other
- $88,301
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $114,950 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $62,417 related
- Nontaxable benefits
- $0 + $25,884 related
- Filer's total
- $0 + $203,251 related
-
ANDY RIKER
FORMER EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GERARD EZYSKE
FORMER EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NICHOLAS STUDENKO
FUND ADMINISTRATOR
- Total calculated
- $138,920
- From this org
- $84,742
- From related orgs
- $0
- Other
- $54,178
- Hours/week
- 40
-
JOHN ESPINOS
TRAINING DIRECTOR
- Total calculated
- $273,546
- From this org
- $195,616
- From related orgs
- $0
- Other
- $77,930
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,616
- Bonus
- $0
- Other
- $0
- Deferred
- $33,356
- Nontaxable benefits
- $44,574
- Filer's total
- $273,546
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
- 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.
-
SHEET METAL WORKERS LOCAL UNION 27
501C(5) · TO PROMOTE THE INTERESTS OF ITS MEMBERS · NJ
-
SHEET METAL WORKERS LOCAL 27 ANNUITY FUND
401(A) · TO PROVIDE ANNUITY BENEFITS TO MEMBERS · NJ
-
SHEET METAL WORKERS LOCAL 27 HEALTH & WELFARE FUND
501C(9) · TO PROVIDE HEALTH WELFARE BENEFITS TO MEMBERS · NJ
-
SHEET METAL WORKERS LOCAL 27 SUPPLEMENTAL UNEMPLOYMENT FUND
501C(9) · TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ITS MEMBERS. · NJ
-
SHEET METAL WORKERS LOCAL 27 PAC FUND
527 · TO PROVIDE CONTRIBUTIONS TO CANDIDATES THAT SUPPORT UNION LABOR · NJ
-
SHEET METAL WORKERS LOCAL 27 CLUB FUND
501C(7) · TO PROMOTE HARMONY AND GOODWILL THROUGHOUT THE MEMBERSHIP · NJ
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 16 July 2026
- IRS schema version
- 2025v4.2
- Source object
- 202621979349301872
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