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Nonprofiteer
← WESTERN WASHINGTON SHEET METAL INDUSTRY FUND

Form 990 for tax year 2022

Filed by WESTERN WASHINGTON SHEET METAL INDUSTRY FUND.

Totals

Total revenue
$2,724,988
Total expenses
$2,802,427
Contributions and grants received
$2,641,414
Grants paid
$56,054
Program service revenue
$5,600
Investment income
$125,184
Other revenue
-$47,210
Total assets, end of year
$5,901,994
Total liabilities, end of year
$178,305
Net assets or fund balances, end of year
$5,723,689
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.

  • 1b · Membership dues

    $2,589,414

  • 1f · All other contributions, gifts and grants

    $52,000

  • 2a · Program service revenue: TRAINING

    total $5,600 · related or exempt $5,600

  • 3 · Investment income

    total $125,184 · excluded $125,184

  • 8a · Fundraising events: gross income

    $76,481

  • 8b · Fundraising events: direct expenses

    $123,691

  • 8c · Net income from fundraising events

    total -$47,210 · excluded -$47,210

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $56,054

  • 5 · Compensation of officers, directors and key employees

    total $241,700

  • 7 · Other salaries and wages

    total $204,537

  • 8 · Pension plan contributions

    total $66,721

  • 9 · Other employee benefits

    total $89,198

  • 10 · Payroll taxes

    total $2,748

  • 11b · Fees: legal

    total $13,500

  • 11c · Fees: accounting

    total $18,229

  • 11d · Fees: lobbying

    total $66,903

  • 11f · Fees: investment management

    total $33,206

  • 11g · Fees: other

    total $771

  • 12 · Advertising and promotion

    total $76,832

  • 13 · Office expenses

    total $76,066

  • 14 · Information technology

    total $19,094

  • 16 · Occupancy

    total $131,335

  • 17 · Travel

    total $61,814

  • 19 · Conferences, conventions and meetings

    total $999,418

  • 22 · Depreciation, depletion and amortization

    total $16,689

  • 23 · Insurance

    total $9,837

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $376,553

  • 24b · Other expenses: GALA EXPENSES

    total $163,344

  • 24c · Other expenses: EDUCATION & TRAINING

    total $77,878

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $548,847 · end of year $11,315

  • 2 · Savings and temporary cash investments

    beginning of year $311,638 · end of year $664,979

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

    $129,799

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

    $127,200

  • 10c · Land, buildings and equipment, net

    beginning of year $19,289 · end of year $2,599

  • 11 · Investments: publicly traded securities

    beginning of year $5,829,880 · end of year $4,963,396

  • 12 · Investments: other securities

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

  • 15 · Other assets

    beginning of year $83,394 · end of year $82,329

  • 17 · Accounts payable and accrued expenses

    end of year $929

  • 25 · Other liabilities

    beginning of year $178,117 · end of year $177,376

  • 27 · Net assets without donor restrictions

    beginning of year $6,792,307 · end of year $5,723,689

Mission and programs · 2022

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 2022 return.

Listed in Part VII

  • TOM MONTGOMERY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BJ GIRI

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BRIAN FLUETSCH

    PAST PRESIDENT/CHAPTER COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • RUSS KIMBALL

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD HERMANSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK WEBSTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEITH JOHANSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRENT WYMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NED GEBERT

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • JULIE MULLER

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $338,712
    From this org
    $241,700
    From related orgs
    $0
    Other
    $97,012
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,700
    Bonus
    $30,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $241,700

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
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349328268

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