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Nonprofiteer
← SHEET METAL WORKERS LOCAL 27 S UNEMPLOYMENT FUND

Form 990 for tax year 2025

Filed by SHEET METAL WORKERS LOCAL 27 S UNEMPLOYMENT FUND.

Totals

Total revenue
$952,746
Total expenses
$377,745
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$771,780
Investment income
$178,961
Other revenue
$2,005
Total assets, end of year
$2,631,172
Total liabilities, end of year
$111,930
Net assets or fund balances, end of year
$2,519,242
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.

  • 2a · Program service revenue: EMPLOYERS' CONTRIBUTIO

    total $771,780 · related or exempt $771,780

  • 3 · Investment income

    total $77,126 · excluded $77,126

  • 7a · Gross sales of assets other than inventory

    securities $945,417

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

    securities $843,582

  • 7c · Gain or loss

    securities $101,835

  • 7d · Net gain or loss

    total $101,835 · excluded $101,835

  • 11a · Other revenue: LATE FEES

    total $2,005 · related or exempt $2,005

  • 11e · Other revenue, total

    $2,005

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $278,624

  • 7 · Other salaries and wages

    total $16,297

  • 9 · Other employee benefits

    total $13,880

  • 10 · Payroll taxes

    total $1,378

  • 11b · Fees: legal

    total $12,308

  • 11c · Fees: accounting

    total $33,610

  • 11f · Fees: investment management

    total $12,496

  • 13 · Office expenses

    total $624

  • 16 · Occupancy

    total $3,679

  • 19 · Conferences, conventions and meetings

    total $999

  • 22 · Depreciation, depletion and amortization

    total $146

  • 23 · Insurance

    total $3,704

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $273,951 · end of year $230,550

  • 2 · Savings and temporary cash investments

    beginning of year $89,421 · end of year $109,318

  • 4 · Accounts receivable

    beginning of year $78,053 · end of year $83,298

  • 9 · Prepaid expenses and deferred charges

    beginning of year $507 · end of year $292

  • 11 · Investments: publicly traded securities

    beginning of year $1,599,754 · end of year $2,207,714

  • 17 · Accounts payable and accrued expenses

    beginning of year $810 · end of year $1,255

  • 25 · Other liabilities

    beginning of year $96,635 · end of year $110,675

  • 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 $1,944,241 · end of year $2,519,242

Mission and programs · 2025

Mission

TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ITS PARTICIPANTS.

  • THE PURPOSE OF THE FUND IS TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS, WORK INCENTIVE REBATE BENEFITS, AND TRAVEL BENEFITS FOR ITS PARTICIPANTS.

As filed on the 2025 return.

Listed in Part VII

  • Christopher W George

    UNION TRUSTEE

    Total calculated
    $322,195
    From this org
    $0
    From related orgs
    $211,005
    Other
    $111,190
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,005 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $66,616 related
    Nontaxable benefits
    $0 + $44,574 related
    Filer's total
    $0 + $322,195 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

  • Lawrence Pullen III

    UNION TRUSTEE

    Total calculated
    $126,022
    From this org
    $0
    From related orgs
    $98,431
    Other
    $27,591
    Hours/week
    1 + 40 related

  • Craig Karnowski

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christopher Bonner

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bob Brown

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • 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

  • Darlene McCann

    FORMER EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Vince Spiezio

    FORMER EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gerard Lyle

    FORMER EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Studenko

    FUND ADMINISTRATOR

    Total calculated
    $138,920
    From this org
    $0
    From related orgs
    $84,742
    Other
    $54,178
    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

  • 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

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.

Provenance

Return type
form_990
Tax year
2025
Filed
16 July 2026
IRS schema version
2025v4.2
Source object
202631979349301873

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