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← SHEET METAL WORKERS INTERNATIONAL ASSOC STAFF HEALTH FUND

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS INTERNATIONAL ASSOC STAFF HEALTH FUND.

Totals

Total revenue
$3,063,532
Total expenses
$1,294,709
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,280,388
Investment income
$1,112,387
Other revenue
$670,757
Total assets, end of year
$48,707,666
Total liabilities, end of year
$34,644
Net assets or fund balances, end of year
$48,673,022
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • JOSEPH SELLERS JR

    TRUSTEE - RETIRED MAY 31 2023

    Total calculated
    $239,638
    From this org
    $0
    From related orgs
    $210,295
    Other
    $29,343
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,494 related
    Bonus
    $0
    Other
    $0 + $42,801 related
    Deferred
    $0 + $4,407 related
    Nontaxable benefits
    $0 + $24,936 related
    Filer's total
    $0 + $239,638 related

  • MICHAEL COLEMAN

    TRUSTEE

    Total calculated
    $452,218
    From this org
    $0
    From related orgs
    $417,333
    Other
    $34,885
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,638 related
    Bonus
    $0
    Other
    $0 + $85,695 related
    Deferred
    $0 + $9,949 related
    Nontaxable benefits
    $0 + $24,936 related
    Filer's total
    $0 + $452,218 related

  • JOSEPH POWELL

    TRUSTEE

    Total calculated
    $486,871
    From this org
    $0
    From related orgs
    $451,684
    Other
    $35,187
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,684 related
    Bonus
    $0
    Other
    $0 + $110,000 related
    Deferred
    $0 + $10,251 related
    Nontaxable benefits
    $0 + $24,936 related
    Filer's total
    $0 + $486,871 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

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
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202413129349303956

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