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← SHEET METAL WORKERS LOCAL UNION 83 JOINT APPRENTICESHIP TRUST FUND

Form 990 for tax year 2022

Filed by SHEET METAL WORKERS LOCAL UNION 83 JOINT APPRENTICESHIP TRUST FUND.

Totals

Total revenue
$438,992
Total expenses
$469,231
Contributions and grants received
$28,885
Grants paid
$0
Program service revenue
$409,731
Investment income
$376
Other revenue
$0
Total assets, end of year
$766,172
Total liabilities, end of year
$27,972
Net assets or fund balances, end of year
$738,200
Program services expenses (Part IX)
$441,178
Management and general expenses
$28,053
Fundraising expenses
$0
Program service expenses (Part III)
$441,178

Program services were 94.0% 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.

  • 1d · Related organizations

    $28,885

  • 2a · Program service revenue: EMPLOYER CONTRIB-TRAIN

    total $295,007 · related or exempt $295,007

  • 2b · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $114,724 · related or exempt $114,724

  • 3 · Investment income

    total $376 · excluded $376

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $112,889 · program services $112,889

  • 10 · Payroll taxes

    total $11,281 · program services $11,281

  • 11b · Fees: legal

    total $4,800 · management and general $4,800

  • 11c · Fees: accounting

    total $23,253 · management and general $23,253

  • 11g · Fees: other

    total $11,160 · program services $11,160

  • 13 · Office expenses

    total $6,588 · program services $6,588

  • 14 · Information technology

    total $2,559 · program services $2,559

  • 16 · Occupancy

    total $193,452 · program services $193,452

  • 17 · Travel

    total $83 · program services $83

  • 19 · Conferences, conventions and meetings

    total $1,544 · program services $1,544

  • 22 · Depreciation, depletion and amortization

    total $41,690 · program services $41,690

  • 23 · Insurance

    total $5,399 · program services $5,399

  • 24a · Other expenses: TRAINING SUPPLIES AND M

    total $15,530 · program services $15,530

  • 24b · Other expenses: CLERICAL SERVICES

    total $10,350 · program services $10,350

  • 24e · All other expenses

    total $28,653 · program services $28,653

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $104,063 · end of year $72,688

  • 2 · Savings and temporary cash investments

    beginning of year $104,540 · end of year $104,593

  • 4 · Accounts receivable

    beginning of year $45,037 · end of year $45,041

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,922 · end of year $1,922

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

    $583,839

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

    $341,911

  • 10c · Land, buildings and equipment, net

    beginning of year $236,925 · end of year $241,928

  • 15 · Other assets

    beginning of year $300,000 · end of year $300,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,198 · end of year $20,422

  • 25 · Other liabilities

    beginning of year $7,850 · end of year $7,550

  • 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 $768,439 · end of year $738,200

Mission and programs · 2022

Mission

TO PROVIDE TRAINING AND EDUCATION TO ITS MEMBERS.

Activities or mission (Part I)

TO PROMOTE TRAINING TO MEMBERS.

  • THE PURPOSE OF THIS ORGANIZATION IS TO PROVIDE PROGRAMS FOR THE TRAINING AND EDUCATION OF SHEET METAL JOURNEYMEN AND APPRENTICES.

    Expenses $441,178 · Revenue $409,731

As filed on the 2022 return.

Listed in Part VII

  • Frank Maguire

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Kiely

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patrick Flanagan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Josh Monahan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Sharer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Phil Stenglien

    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.

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202343139349302934

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