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← SHEET METAL WORKERS LOCAL 20 APPRENTICESHIP & TRAINING TR

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS LOCAL 20 APPRENTICESHIP & TRAINING TR.

Totals

Total revenue
$5,419,517
Total expenses
$5,233,682
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,255,682
Investment income
$43,219
Other revenue
$120,616
Total assets, end of year
$6,723,541
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,723,541
Program services expenses (Part IX)
$4,848,006
Management and general expenses
$385,676
Fundraising expenses
$0
Program service expenses (Part III)
$4,848,006

Program services were 92.6% 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 $4,911,354 · related or exempt $4,911,354

  • 2b · Program service revenue: IVY TECH SUBSIDIES/REI

    total $265,043 · related or exempt $265,043

  • 2c · Program service revenue: STUDENT TOOL SALES

    total $79,285 · related or exempt $79,285

  • 3 · Investment income

    total $43,219 · excluded $43,219

  • 6a · Gross rents

    real property $89,391

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $89,391

  • 6d · Net rental income or loss

    total $89,391 · excluded $89,391

  • 11a · Other revenue: EDUCATIONAL LOAN INCOM

    total $15,732 · excluded $15,732

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $15,493 · excluded $15,493

  • 11e · Other revenue, total

    $31,225

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $197,068 · program services $137,948 · management and general $59,120

  • 7 · Other salaries and wages

    total $1,150,055 · program services $1,103,627 · management and general $46,428

  • 8 · Pension plan contributions

    total $464,393 · program services $417,954 · management and general $46,439

  • 9 · Other employee benefits

    total $332,338 · program services $299,104 · management and general $33,234

  • 10 · Payroll taxes

    total $96,617 · program services $86,955 · management and general $9,662

  • 11b · Fees: legal

    total $18,684 · management and general $18,684

  • 11c · Fees: accounting

    total $47,246 · management and general $47,246

  • 11f · Fees: investment management

    total $978 · management and general $978

  • 12 · Advertising and promotion

    total $10,407 · program services $10,407

  • 13 · Office expenses

    total $89,730 · program services $53,456 · management and general $36,274

  • 14 · Information technology

    total $27,561 · program services $24,805 · management and general $2,756

  • 16 · Occupancy

    total $361,353 · program services $325,218 · management and general $36,135

  • 17 · Travel

    total $46,166 · program services $40,218 · management and general $5,948

  • 19 · Conferences, conventions and meetings

    total $2,555 · program services $2,300 · management and general $255

  • 22 · Depreciation, depletion and amortization

    total $319,272 · program services $287,345 · management and general $31,927

  • 23 · Insurance

    total $105,896 · program services $95,306 · management and general $10,590

  • 24a · Other expenses: EDUCATIONAL STIPENDS

    total $1,327,577 · program services $1,327,577

  • 24b · Other expenses: SCHOOL SUPPLIES/TOOLS

    total $516,069 · program services $516,069

  • 24c · Other expenses: APPRENTICE CONTEST

    total $80,242 · program services $80,242

  • 24d · Other expenses: SAFETY TRAINING

    total $35,669 · program services $35,669

  • 24e · All other expenses

    total $3,806 · program services $3,806

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,965,886 · end of year $1,423,575

  • 2 · Savings and temporary cash investments

    beginning of year $477,785 · end of year $493,093

  • 9 · Prepaid expenses and deferred charges

    beginning of year $400 · end of year $11,350

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

    $8,987,495

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

    $5,331,877

  • 10c · Land, buildings and equipment, net

    beginning of year $3,657,091 · end of year $3,655,618

  • 11 · Investments: publicly traded securities

    beginning of year $962,798 · end of year $1,043,274

  • 15 · Other assets

    beginning of year $7,064 · end of year $96,631

  • 25 · Other liabilities

    beginning of year $577,409 · end of year $0

  • 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 $6,493,615 · end of year $6,723,541

Mission and programs · 2023

Mission

TRAINING FOR SHEET METAL INDUSTRY.

Activities or mission (Part I)

TRAINING FOR SHEET METAL INDUSTRY

  • TO PROVIDE EDUCATION AND TRAINING FOR THE ADVANCEMENT OF SHEET METAL WORKER APPRENTICES AND JOURNEYMEN.

    Expenses $4,848,006 · Revenue $5,255,682

As filed on the 2023 return.

Listed in Part VII

  • Hank Meyers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Trent Todd

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shaun Reinoehl

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Darryl Esterline

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Needham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Wright

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joseph Lansdell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ray Sumner Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kreg Homoky

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stan Watkins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Shekell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Adam Vidimos

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dave Siddall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Anthony Young

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ricky Coleman

    COORDINATOR

    Total calculated
    $186,911
    From this org
    $112,929
    From related orgs
    $0
    Other
    $73,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,315
    Bonus
    $0
    Other
    $614
    Deferred
    $46,252
    Nontaxable benefits
    $27,730
    Filer's total
    $186,911

  • Scott Bush

    INSTRUCTOR

    Total calculated
    $197,525
    From this org
    $115,305
    From related orgs
    $0
    Other
    $82,220
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,305
    Bonus
    $0
    Other
    $0
    Deferred
    $53,628
    Nontaxable benefits
    $28,592
    Filer's total
    $197,525

  • Brent Hoag

    INSTRUCTOR

    Total calculated
    $179,289
    From this org
    $102,924
    From related orgs
    $0
    Other
    $76,365
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $102,924
    Bonus
    $0
    Other
    $0
    Deferred
    $49,517
    Nontaxable benefits
    $26,848
    Filer's total
    $179,289

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 NO 20 WELFARE AND BENEFIT FUND - 35-6028684

    501(C)(5) · PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS · IN

  • SHEET METAL WORKERS LOCAL NO 20 DEFINED CONTRIBUTION PENSION FUND-35-206234

    401(A) · PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS · IN

Provenance

Return type
form_990
Tax year
2023
Filed
5 February 2025
IRS schema version
2023v6.0
Source object
202500369349301465

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