Form 990 for tax year 2024
Filed by SHEET METAL WORKERS WELFARE FUND OF SOUTHEASTERN PENNSYLVANIA.
Totals
- Total revenue
- $63,487,858
- Total expenses
- $63,140,132
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $61,219,514
- Investment income
- $2,220,830
- Other revenue
- $47,514
- Total assets, end of year
- $36,663,276
- Total liabilities, end of year
- $921,914
- Net assets or fund balances, end of year
- $35,741,362
- 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 $54,146,056 · related or exempt $54,146,056
-
2b · Program service revenue: PARTICIPANT AND COBRA CONTRIBUTIO
total $7,073,458 · related or exempt $7,073,458
-
3 · Investment income
total $925,149 · excluded $925,149
-
7a · Gross sales of assets other than inventory
securities $17,632,584
-
7b · Less cost or other basis and sales expenses
securities $16,336,903
-
7c · Gain or loss
securities $1,295,681
-
7d · Net gain or loss
total $1,295,681 · excluded $1,295,681
-
11a · Other revenue: MISCELLANOUS INCOME
total $47,514 · related or exempt $47,514
-
11e · Other revenue, total
$47,514
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $61,385,311
-
7 · Other salaries and wages
total $508,908
-
8 · Pension plan contributions
total $213,896
-
9 · Other employee benefits
total $218,861
-
10 · Payroll taxes
total $38,954
-
11b · Fees: legal
total $78,751
-
11c · Fees: accounting
total $41,658
-
11f · Fees: investment management
total $151,467
-
11g · Fees: other
total $114,000
-
13 · Office expenses
total $82,061
-
14 · Information technology
total $127,180
-
16 · Occupancy
total $123,651
-
17 · Travel
total $5,610
-
19 · Conferences, conventions and meetings
total $2,190
-
23 · Insurance
total $9,405
-
24a · Other expenses: REGULATORY FEES AND TAX
total $19,620
-
24b · Other expenses: DEPRECIATION EXPENSE AL
total $18,088
-
24c · Other expenses: EDUCATION
total $521
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,248,353 · end of year $1,868,069
-
2 · Savings and temporary cash investments
beginning of year $703,750 · end of year $496,445
-
4 · Accounts receivable
beginning of year $6,044,487 · end of year $9,068,500
-
9 · Prepaid expenses and deferred charges
beginning of year $24,567
-
11 · Investments: publicly traded securities
beginning of year $19,062,935 · end of year $17,305,278
-
12 · Investments: other securities
beginning of year $6,256,403 · end of year $6,838,085
-
15 · Other assets
beginning of year $1,083,000 · end of year $1,086,899
-
17 · Accounts payable and accrued expenses
beginning of year $373,525 · end of year $509,328
-
25 · Other liabilities
beginning of year $237,792 · end of year $412,586
-
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 $34,812,178 · end of year $35,741,362
Mission and programs · 2024
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.
Activities or mission (Part I)
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS
-
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.
As filed on the 2024 return.
Listed in Part VII
-
Roeland F HoekeROELAND F HOEKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ernest J MenoldERNEST J MENOLD
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Bryan BushBRYAN BUSH
CO-CHAIR
- Total calculated
- $490,605
- From this org
- $0
- From related orgs
- $278,753
- Other
- $211,852
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $278,753 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $136,589 related
- Nontaxable benefits
- $0 + $75,263 related
- Filer's total
- $0 + $490,605 related
-
Gerard E GontzGERARD E GONTZ
TRUSTEE
- Total calculated
- $371,033
- From this org
- $0
- From related orgs
- $210,814
- Other
- $160,219
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $210,814 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $103,299 related
- Nontaxable benefits
- $0 + $56,920 related
- Filer's total
- $0 + $371,033 related
-
Gina OnoratoGINA ONORATO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
William DorwardWILLIAM DORWARD
TRUSTEE
- Total calculated
- $306,349
- From this org
- $0
- From related orgs
- $174,062
- Other
- $132,287
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $174,062 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $85,290 related
- Nontaxable benefits
- $0 + $46,997 related
- Filer's total
- $0 + $306,349 related
-
Tom BushTOM BUSH
TRUSTEE
- Total calculated
- $369,553
- From this org
- $0
- From related orgs
- $209,973
- Other
- $159,580
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $209,973 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $102,887 related
- Nontaxable benefits
- $0 + $56,693 related
- Filer's total
- $0 + $369,553 related
-
Ken WurstKEN WURST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Thomas J KlingenbergTHOMAS J KLINGENBERG
FUND ADMINISTRATOR
- Total calculated
- $382,891
- From this org
- $0
- From related orgs
- $225,056
- Other
- $157,835
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $225,056 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $107,593 related
- Nontaxable benefits
- $0 + $50,242 related
- Filer's total
- $0 + $382,891 related
-
Dennis SiravoDENNIS SIRAVO
ASST ADMINISTRATOR
- Total calculated
- $291,291
- From this org
- $0
- From related orgs
- $167,190
- Other
- $124,101
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $167,190 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $83,907 related
- Nontaxable benefits
- $0 + $40,194 related
- Filer's total
- $0 + $291,291 related
-
Christopher DowneyCHRISTOPHER DOWNEY
CONTROLLER
- Total calculated
- $206,004
- From this org
- $0
- From related orgs
- $134,344
- Other
- $71,660
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $134,344 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $31,963 related
- Nontaxable benefits
- $0 + $39,697 related
- Filer's total
- $0 + $206,004 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION OF ADMININSTATOR PAID BY SHEET METAL WORKERS LOCAL UNION NO. 19 PENSION FUND, A RELATED PARTY AND ALLOCATED TO RELATED BENEFIT FUNDS.
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 19 PENSION FUND
401A/501A · PENSION FUND
-
SHEET METAL WORKERS LOCAL UNION NO 19 SUB FUND
501(C)(9) · SUB FUND
-
SHEET METAL WORKERS LOCAL UNION NO 19 ANNUITY FUND
501(C)(9) · ANNUITY FUND
-
SHEET METAL WORKERS LOCAL UNION NO 19
501(C)(5) · LABOR UNION
-
SHEET METAL WORKERS JOINT APPRENTICE
501(C)(3) · TRAINING FUND
-
SHEET METAL WORKERS JATC OF CENTRAL PA
501(C)(3) · TRAINING FUND
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.
-
A A A SHEET METAL INC
-
A C GENTRY
-
A D S INC
-
A S L REFRIGERATION INC
-
A T CHADWICK INC
-
ABCO SIGN CO
-
ACCU-FLOW BALANCING CO LLC
-
ADVANCED AIR SERVICE GROUP
-
AELLA INDUSTRIES
-
AERDUX INCORPORATED
-
AIR CONCEPTS INC
-
AIR TIGHT HEATING & COOLING
-
AJM MECHANICAL LLC
-
ALLIED POWER SERVICES LLC
-
AMERICAN MECHANICAL & CONTRACT
-
ASC SHEET METAL LLC
-
AXIS KITCHEN INSTALLATIONS LL
-
BIG B CONTRACTING INC
-
BLANSKI ENERGY MANAGEMENT
-
BONLAND INDUSTRIES
-
BURKE & COMPANY LLC
-
BURKHARDT MECHANICAL
-
C & M REFRIGERATION SALES & SE
-
C R MEYER AND SONS COMPANY
-
CADDX3 LLC
-
CAHILL SKETCHING & INSPECTING
-
CAMDEN MECHANICAL
-
CHRISTIANA MECHANICAL INC
-
CITY SIGN SERVICE
-
CLEAR CHANNEL OUTDOOR
-
COMMERCIAL AIR CONSTRUCTION
-
COMPASS SIGN CO
-
COMPREHENSIVE TESTBALANC
-
CONTROLLED TEMPERATURE SYSTEMS
-
CROSS COUNTRY FOOD SER INS
-
CUSTOM FINISHERS INC
-
D J SMITH INDUSTRIAL INC
-
DA NOLT INC
-
DA SIGNS & SERVICES
-
DAY & ZIMMERMAN
-
DIRECT AIR MECHANICAL
-
DOLAN MECHANICAL INC
-
DOUBLE D SHEET METAL INC
-
DOWNTOWN MECHANICAL LLC
-
DREAM MECHANICAL
-
DUCT DR MIRACLE ENVIRONMENTAL
-
DUCTZ
-
DWD MECHANICAL CONTRACTOR INC
-
DYNAMIC BALANCING CO INC
-
EASTERN AIR BALANCE CORP
-
EASTERN SIGN TECH LLC
-
ECSI II INC
-
EGAN HVAC INSTALLATIONS
-
ENERGY SOLUTIONS-JINGOLI DECOM
-
ENERPLEX MECHANICAL
-
EPAY INC
-
ERNEST D MENOLD INC
-
FETCHEN SHEET METAL
-
FISHER BALANCING COMPANY
-
FLOOD & STERLING INC
-
FOOD EQUIPMENT INSTALL INC
-
G R SPONAUGLE & SONS
-
GBI INCTHERMAL PIPING
-
GENESIO COMPANY
-
GIFFIN INC
-
H T LYONS
-
HAYS SHEET METAL COMPANY
-
HRANEC SHEET METAL INC
-
HUNTER MECHANICAL INC
-
HYGRADE INSULATORS INC
-
I D GRIFFITH INC (DE)
-
INDEPENDENT BALANCING
-
INTERNATIONAL TRAINING INSTITU
-
J & M CUSTOM SHEET METAL LLC
-
J & S FABRICATIONSLLC
-
JANSONS ASSOCIATES
-
JOHN HALL INC
-
JOSEPH OAT CORP
-
KAM SHEET METAL LLC
-
KOTTCAMP SHEET METAL
-
KOTTCAMP SHEET METAL INC
-
LEFFLER ENERGY CORP
-
LEHIGH COUNTY AUTHORITY
-
LEHIGH S M ERECTING CO
-
LEIBOLD INC
-
LIMBACH COMPANY LLC
-
LITTLE BITTS SERVICE INC
-
LOR-MAR MECHANICAL LLC
-
LUTHE SHEET METAL INC
-
M D ROOFING
-
MARCLINE SHEET METAL
-
MARLYN SHEET METAL INC
-
MASSARA METALS INC
-
MAXIMUM MECHANICAL
-
MCCLURE COMPANY
-
MCKAMISH INC
-
MEK-TEK HVACLLC
-
METAL ALLIANCE INC
-
MID-ATLANTIC MECHANICAL
-
MIRIN CONSTRUCTION MGMT CONSUL
-
MODERN CONTROLS
-
MRC SIGNS
-
NATIONAL BALANCING CO
-
NATIONAL ENVIRONMENTAL CONTRAC
-
NORTHEAST MECHANICAL
-
NOVA SIGN GROUP
-
OPTIMUM PERFORMANCE BALANCING
-
ORELAND SHEET METAL INC
-
PA STATE BLDG & CONS TRADES
-
PIROS SIGNS
-
POWER MECHANICAL CORP
-
PRAVCO INC
-
PRECISION AIR DESIGNS LLC
-
PRECISION SIGN & CONSTRUCTION
-
PREMIER ARCHITECTURAL S M LLC
-
PRIME SHEET METAL INC
-
PRIME SIGNS LLC
-
PROGRESSIVE S M CO K&Z
-
RADICK CORPORATION
-
REAM ROOFING ASSOCIATES
-
RESTAURANT VENT DESIGN
-
RLM MECHANICAL LLC
-
ROBERT G GANTER JR CONT
-
RODNEY B SMITH PLUMBINGHEATIN
-
SANKS MECHANICAL
-
SKETCHING SOLUTIONS LLC
-
SOUTH JERSEY METAL INC
-
SOUTH JERSEY SIGN & CONSTR LLC
-
SOUTH PHILLY CUSTOM METAL
-
SOUTHERN COMFORT MECHANICAL IN
-
SOUTHLAND IND MECHANICAL
-
SPECIALTY FABRICATORS INC
-
SSM INDUSTRIES INC
-
STS SHEET METAL
-
SUNSHINE JEWELRY- MEDIA
-
TAB SYSTEMS INC
-
TABWORKS INC
-
TCS HEATING & AC
-
THOMAS CO INC
-
TRIAD BLDG SPEC
-
V & G CLIMATE SERVICES INC
-
W F SMITH
-
WARKO ROOFING COMPANY INC
-
WEATHERVANE SERVICE INC
-
WM J DONOVAN CO
-
WOLKOW BRAKER ROOFING CORP
-
YANNUZZI INC
-
ZELLA INDUSTRIES LLC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600429349300315
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