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Nonprofiteer
← SHEETMETAL WORKERS LOCAL 12

Form 990 for tax year 2024

Filed by SHEETMETAL WORKERS LOCAL 12.

Totals

Total revenue
$22,700,618
Total expenses
$21,404,847
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$21,044,115
Investment income
$1,624,586
Other revenue
$31,917
Total assets, end of year
$44,238,393
Total liabilities, end of year
$2,391,659
Net assets or fund balances, end of year
$41,846,734
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $18,462,500 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $2,279,831 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: SMW NATIONAL PENSION FUND

    total $176,390 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: RETIREE MEDICARE PART D

    total $83,756 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: SASMI CONTRIBUTIONS

    total $41,638 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,390,168 · unrelated business $0 · excluded $1,390,168

  • 7a · Gross sales of assets other than inventory

    securities $9,936,695

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

    securities $9,702,277

  • 7c · Gain or loss

    securities $234,418

  • 7d · Net gain or loss

    total $234,418 · related or exempt $0 · unrelated business $0 · excluded $234,418

  • 11a · Other revenue: OTHER INCOME

    total $31,917 · related or exempt $31,917 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $31,917

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $20,880,450 · program services $0

  • 11b · Fees: legal

    total $15,483 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $39,671 · program services $0 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $86,104 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $21,699 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $19,747 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $334 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $6,730 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: ADMINISTRATION EXPENSE

    total $252,175 · program services $0 · management and general $0 · fundraising $0

  • 24b · Other expenses: PCORI FEE

    total $5,654 · program services $0 · management and general $0 · fundraising $0

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $962 · program services $0 · management and general $0 · fundraising $0

  • 24d · Other expenses: CONSULTING & ACTUARIAL

    total $62,434 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $13,404 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,972,586 · end of year $4,050,895

  • 2 · Savings and temporary cash investments

    beginning of year $3,380,777 · end of year $3,828,194

  • 4 · Accounts receivable

    beginning of year $4,117,947 · end of year $5,014,290

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,989 · end of year $11,854

  • 10a · Land, buildings and equipment: cost or other basis

    $3,336

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,836

  • 10c · Land, buildings and equipment, net

    beginning of year $834 · end of year $500

  • 11 · Investments: publicly traded securities

    beginning of year $29,862,472 · end of year $31,332,660

  • 17 · Accounts payable and accrued expenses

    beginning of year $39,059 · end of year $67,035

  • 19 · Deferred revenue

    beginning of year $114,326 · end of year $78,384

  • 25 · Other liabilities

    beginning of year $2,059,802 · end of year $2,246,240

  • 31 · Retained earnings, endowment or other funds

    beginning of year $39,135,418 · end of year $41,846,734

Mission and programs · 2024

Mission

To pay health and welfare benefits

  • Health and welfare benefits are provided to members of the Sheet Metal Local No. 12 Union.

As filed on the 2024 return.

Listed in Part VII

  • Gregory Blose

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Malley

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Geoff Foringer

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Strother

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Szymczak

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Adam Renick

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Todd Dietrick

    ALTERNATE UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Donny Leishman

    ALTERNATE EMPLOYER 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.

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • LIMBACH COMPANY

    CONSTRUCTION · PA · 0% owned

  • RUTHRAUFFSAUER LLC

    CONSTRUCTION · PA · 0% owned

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • QUALITY SHEETMETAL SERVICES INC

    C · CONTRACTOR · PA · 0% owned

  • SCALISE INDUSTRIES

    C · CONTRACTOR · PA · 0% owned

  • CHAPMAN CORPORATION

    C · CONTRACTOR · PA · 0% owned

  • WG TOMKO

    C · CONTRACTOR · PA · 0% owned

  • MCKAMISH INC

    S · CONTRACTOR · PA · 0% owned

  • ENVIRONMENTAL AIR INC

    S · CONTRACTOR · PA · 0% owned

  • KARL FAHRION SHEET METAL INC

    S · CONTRACTOR · PA · 0% owned

  • BALDWIN SHEET METAL

    C · CONTRACTOR · PA · 0% owned

  • TECH SHEET METAL

    C · CONTRACTOR · PA · 0% owned

  • EAST COAST METAL SYSTEMS

    C · CONTRACTOR · WV · 0% owned

  • FAR-04 INC

    C · CONTRACTOR · PA · 0% owned

  • RABE ENVIRONMENTAL SYSTEMS

    C · CONSTRUCTION · PA · 0% owned

  • BURNHAM INDUSTRIAL CONTRACTORS

    S · CONSTRUCTION · PA · 0% owned

  • CUDDY ROOFING CO INC

    S · CONSTRUCTION · PA · 0% owned

  • BOVA CORP

    S · CONSTRUCTION · PA · 0% owned

  • D&G MECHANICAL INC

    S · CONSTRUCTION · PA · 0% owned

  • DAY & ZIMMERMAN

    S · CONSTRUCTION · PA · 0% owned

  • DUCTMATE INDUSTRIES

    S · CONSTRUCTION · PA · 0% owned

  • EBER HVAC INC

    S · CONSTRUCTION · PA · 0% owned

  • FRANKS CUSTOM STAINLESS

    S · CONSTRUCTION · PA · 0% owned

  • GEORGE V HAMILTON

    C · CONSTRUCTION · PA · 0% owned

  • GUNNING INC

    S · CONSTRUCTION · PA · 0% owned

  • HL THOMAS INC

    C · CONSTRUCTION · PA · 0% owned

  • HENRY T LIMBERG CO

    S · CONSTRUCTION · PA · 0% owned

  • HRANEC SHEET METAL INC

    S · CONSTRUCTION · PA · 0% owned

  • J&J MECHANICAL ENTERPRISES

    S · CONSTRUCTION · PA · 0% owned

  • JAMES E ROTH INC

    C · CONSTRUCTION · PA · 0% owned

  • JOHN HALL INC

    C · CONSTRUCTION · PA · 0% owned

  • K&I SHEET METAL INC

    C · CONSTRUCTION · PA · 0% owned

  • KAHOE AIR BALANCE

    C · CONSTRUCTION · OH · 0% owned

  • MCCREARY ROOFING CO INC

    S · CONSTRUCTION · PA · 0% owned

  • MILLER THOMAS GYEKIS INC

    C · CONSTRUCTION · PA · 0% owned

  • NORTHSTAR ENVIRONMENTAL

    S · CONSTRUCTION · PA · 0% owned

  • OVERLY MANUFACTURING

    S · CONSTRUCTION · PA · 0% owned

  • PENNSYLVANIA ROOFING SYSTEMS

    S · CONSTRUCTION · PA · 0% owned

  • PHOENIX ROOFING INC

    S · CONSTRUCTION · PA · 0% owned

  • PROFESSIONAL BALANCE CO DBA PBC

    C · CONSTRUCTION · PA · 0% owned

  • RE NORTH COMPANY

    C · CONSTRUCTION · PA · 0% owned

  • RENICK BROTHERS CONSTRUCTION CO

    C · CONSTRUCTION · PA · 0% owned

  • ROY C DEETER PLUMBING & HEATING INC

    C · CONSTRUCTION · PA · 0% owned

  • SCOBELL COMPANY INC

    C · CONSTRUCTION · PA · 0% owned

  • BETHEL PARK SHEET METAL INC

    C · CONSTRUCTION · PA · 0% owned

  • AW FARRELL & SON INC

    C · CONTRACTOR · NY · 0% owned

  • ADVANCED PLUMBING & MECHANICAL INC

    C · CONTRACTOR · PA · 0% owned

  • API INC

    C · CONTRACTOR · MN · 0% owned

  • ARMOR-FAB LLC

    C · CONTRACTOR · PA · 0% owned

  • GIANGELO SHEET METAL LLC

    C · CONTRACTOR · OH · 0% owned

  • HE NEUMANN CO

    C · CONTRACTOR · WV · 0% owned

  • HYBRID HEATING & COOLING

    C · CONTRACTOR · OH · 0% owned

  • MAVERICK METAL PRODUCTS INC

    C · CONTRACTOR · PA · 0% owned

  • MCCLURE COMPANY

    C · CONTRACTOR · PA · 0% owned

  • NF MANSUETTO & SONS INC

    C · CONTRACTOR · OH · 0% owned

  • PERFORMANCE CONTRACTING INC

    C · CONTRACTOR · KS · 0% owned

  • PERFORMANCE ABATEMENT SERVICES INC

    C · CONTRACTOR · KS · 0% owned

  • POTENSKY MECHANICAL

    C · CONTRACTOR · PA · 0% owned

  • SSM INDUSTRIES INC

    C · CONTRACTOR · PA · 0% owned

  • TEDESCO HEATING & COOLING

    C · CONTRACTOR · PA · 0% owned

  • YORK MAHONING MECHANICAL CONTRACTORS INC

    C · CONTRACTOR · PA · 0% owned

Provenance

Return type
form_990
Tax year
2024
Filed
24 June 2025
IRS schema version
2024v5.2
Source object
202521759349300967

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