Form 990 for tax year 2022
Filed by SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND.
Totals
- Total revenue
- $4,270,602
- Total expenses
- $3,664,670
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,976,794
- Investment income
- $183,678
- Other revenue
- $110,130
- Total assets, end of year
- $11,493,480
- Total liabilities, end of year
- $661,132
- Net assets or fund balances, end of year
- $10,832,348
- 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: EMPLOYER CONTRIBUTIONS
total $3,696,648 · related or exempt $3,696,648
-
2b · Program service revenue: MEMBER CONTRIBUTIONS
total $280,146 · related or exempt $280,146
-
3 · Investment income
total $183,678 · excluded $183,678
-
11a · Other revenue: STOP LOSS REIMBURSEMEN
total $110,083 · related or exempt $110,083
-
11b · Other revenue: OTHER INCOME
total $47 · related or exempt $47
-
11e · Other revenue, total
$110,130
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $3,046,532
-
10 · Payroll taxes
total $2,542
-
11b · Fees: legal
total $43,706
-
11c · Fees: accounting
total $7,500
-
11f · Fees: investment management
total $3,301
-
11g · Fees: other
total $127,975
-
13 · Office expenses
total $11,097
-
19 · Conferences, conventions and meetings
total $1,100
-
23 · Insurance
total $412,346
-
24a · Other expenses: BANK CHARGES
total $7,821
-
24b · Other expenses: MEMBERSHIP DUES
total $750
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,269,363 · end of year $1,529,214
-
2 · Savings and temporary cash investments
beginning of year $148,626 · end of year $160,643
-
4 · Accounts receivable
beginning of year $489,894 · end of year $309,242
-
9 · Prepaid expenses and deferred charges
beginning of year $1,548 · end of year $1,918
-
11 · Investments: publicly traded securities
beginning of year $10,117,779 · end of year $9,373,416
-
15 · Other assets
beginning of year $283,831 · end of year $119,047
-
17 · Accounts payable and accrued expenses
beginning of year $32,077 · end of year $26,278
-
25 · Other liabilities
beginning of year $675,033 · end of year $634,854
-
29 · Capital stock, trust principal or current funds
beginning of year $11,603,931 · end of year $10,832,348
-
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 $0 · end of year $0
Mission and programs · 2022
Mission
TO PROVIDE PAYMENT OF MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.
-
PROVIDE MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.
As filed on the 2022 return.
Listed in Part VII
-
Rob BodnarROB BODNAR
CO-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jim ThorntonJIM THORNTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jesse WrightJESSE WRIGHT
TRUSTEE
- Total calculated
- $81,985
- From this org
- $0
- From related orgs
- $81,985
- Other
- $0
- Hours/week
- 1 + 40 related
-
Kevin ReillyKEVIN REILLY
CO-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Chris StellatoCHRIS STELLATO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy SmithJEREMY SMITH
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.
-
SHEET METAL AIR RAIL & TRANSPORTATION WORKERS LOCAL NO 33
501(C)(5) · TO PROVIDE UNION REPRESENTATION TO ITS MEMBERS · OH
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
RENICK BROTHERS
-
THOMPSON MECHANICAL INC
-
EFFICIENCY SPECIALISTS
-
WILLIAM PRICE HEATING
-
TEMA ROOFING SERVICES
-
THOMPSON HEATING & COOLING
-
CLIMATE PROS
-
HENRY T LIMBERG CO
-
WAE BALANCING INC
-
UNIVERSAL WALL SYSTEMS INC
-
MEPVET
-
S-J2 MECHANICAL
-
SYLVAN INC
-
D&G MECHANICALS INC
-
000 ENTERPRISES
-
WILLIAM KRAMER & SONS
-
SRI ROOFING AND SHEET METAL
-
GEM INCORPORATED
-
THE FRED CHRISTEN AND SONS CO
-
CASTLE HEATING & AIR INC
-
T H MARTIN
-
BC CONTRACTING LLC
-
VELOCITY TAB SERVICES
-
ROTH BROTHERS INC
-
ALLIED VENTILATION INC
-
THORNTON & SON HEATING
-
D L PAGE
-
VENTCON
-
LIKENS MECHANICAL SERVICES LTD
-
DE-CAL INC
-
YORK MAHONING COMPANY
-
ENVIRONMENTAL AIR INC
-
W W HEATING & AC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 31 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323119349300237
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