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Nonprofiteer
← WESTERN WASHINGTON SHEET METAL INDUSTRY FUND

Form 990 for tax year 2024

Filed by WESTERN WASHINGTON SHEET METAL INDUSTRY FUND.

Totals

Total revenue
$2,792,764
Total expenses
$2,308,008
Contributions and grants received
$25,000
Grants paid
$44,686
Program service revenue
$2,653,834
Investment income
$182,921
Other revenue
-$68,991
Total assets, end of year
$6,388,697
Total liabilities, end of year
$135,929
Net assets or fund balances, end of year
$6,252,768
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.

  • 1e · Government grants (contributions)

    $25,000

  • 2a · Program service revenue: ASSOCIATION DUES

    total $2,653,834 · related or exempt $2,653,834

  • 3 · Investment income

    total $182,921 · excluded $182,921

  • 8a · Fundraising events: gross income

    $98,116

  • 8b · Fundraising events: direct expenses

    $167,107

  • 8c · Net income from fundraising events

    total -$68,991 · excluded -$68,991

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $44,686

  • 11b · Fees: legal

    total $51,840

  • 11c · Fees: accounting

    total $14,853

  • 11d · Fees: lobbying

    total $63,000

  • 11f · Fees: investment management

    total $42,772

  • 11g · Fees: other

    total $24,165

  • 12 · Advertising and promotion

    total $68,927

  • 13 · Office expenses

    total $52,048

  • 14 · Information technology

    total $12,254

  • 16 · Occupancy

    total $76,434

  • 17 · Travel

    total $7,953

  • 19 · Conferences, conventions and meetings

    total $904,523

  • 20 · Interest

    total $2,509

  • 22 · Depreciation, depletion and amortization

    total $75,449

  • 23 · Insurance

    total $12,255

  • 24a · Other expenses: NATIONAL DUES

    total $588,833

  • 24b · Other expenses: GALA EXPENSES

    total $161,690

  • 24c · Other expenses: EDUCATION & TRAINING

    total $101,737

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $2,080

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $30,376 · end of year $6,148

  • 2 · Savings and temporary cash investments

    beginning of year $104,978 · end of year $67,420

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

    $129,799

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

    $129,799

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $5,446,647 · end of year $5,466,129

  • 12 · Investments: other securities

    beginning of year $177,376

  • 15 · Other assets

    beginning of year $67,329 · end of year $849,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,952 · end of year $1,743

  • 25 · Other liabilities

    beginning of year $177,376 · end of year $134,186

  • 27 · Net assets without donor restrictions

    beginning of year $5,647,378 · end of year $6,252,768

Mission and programs · 2024

Mission

TO PROVIDE PROGRAMS AND ACTIVITIES FOR THE PROMOTION OF THE SHEET METAL INDUSTRY.

  • TO PROVIDE PROGRAMS AND ACTIVITIES FOR THE PROMOTION OF THE SHEET METAL INDUSTRY.

As filed on the 2024 return.

Listed in Part VII

  • Richard Hermanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Fluetsch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Keith Johansen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rylan Maccay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Happe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Muller

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $318,195
    From this org
    $0
    From related orgs
    $318,195
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,065 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $38,130 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $318,195 related

  • Tom Montgomery

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Bj Giri

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Brent Wyman

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Russ Kimball

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Carrie Heinrich

    OFFICE MANAGER

    Total calculated
    $111,000
    From this org
    $0
    From related orgs
    $111,000
    Other
    $0
    Hours/week
    1 + 40 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
THE EXECUTIVE VICE PRESIDENT, PRESIDENT, AND CHAPTER COUNCILOR TRAVEL BY FIRST CLASS AIRFARE. SPOUSES OF THE PRESIDENT AND VICE PRESIDENT ATTEND CONFERENCES AND CONVENTIONS AT THE ORGANIZATION'S EXPENSE.

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

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
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202513189349305486

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