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← SHEET METAL WORKERS LOCAL NO 33 - TOLEDO DIST SUPP UNEMP BENE FUND

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS LOCAL NO 33 - TOLEDO DIST SUPP UNEMP BENE FUND.

Totals

Total revenue
$711,918
Total expenses
$549,689
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$615,356
Investment income
$40,609
Other revenue
$55,953
Total assets, end of year
$2,011,983
Total liabilities, end of year
$394,890
Net assets or fund balances, end of year
$1,617,093
Program services expenses (Part IX)
$549,689
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$549,689

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $310,551 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Employee contributions

    total $304,805 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $40,609 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Unrealized appreciation -Investments

    total $55,921 · related or exempt $55,921 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Litigation Income

    total $32 · related or exempt $32 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $55,953

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $487,210 · program services $487,210

  • 10 · Payroll taxes

    total $3,923 · program services $3,923 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $7,643 · program services $7,643 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $5,250 · program services $5,250 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $2,876 · program services $2,876 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $5,570 · program services $5,570 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $4,617 · program services $4,617 · management and general $0 · fundraising $0

  • 24a · Other expenses: Third Party Adminuistrator fees

    total $32,600 · program services $32,600 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $433,934 · end of year $550,116

  • 4 · Accounts receivable

    beginning of year $102,182 · end of year $114,908

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,729 · end of year $1,408

  • 11 · Investments: publicly traded securities

    beginning of year $1,250,301 · end of year $1,341,170

  • 15 · Other assets

    beginning of year $3,947 · end of year $4,381

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,684 · end of year $3,941

  • 25 · Other liabilities

    beginning of year $328,545 · end of year $390,949

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,454,864 · end of year $1,617,093

Mission and programs · 2023

Mission

Provide unemployment and vacation benefits

  • Plan providing unemployment coverage of approximately 389 participants.

    Expenses $549,689 · Revenue $711,918

As filed on the 2023 return.

Listed in Part VII

  • Matt Cherry

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Craig Gabel

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Chris Monaghan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Corey Beaubien

    Trustee

    Total calculated
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0

  • Kurt Deal

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kevin Boeke

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael Garber

    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. 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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Air Concepts LLC

    HVAC CONTRACTOR · OH · 0% owned

  • CEI Michigan LLC

    HVAC CONTRACTOR · MI · 0% owned

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • API Inc

    HVAC CONTRACTOR · MN · 0% owned

  • Gem Inc

    HVAC Company · OH · 0% owned

  • Allied Ventilation

    HVAC CONTRACTOR · MI · 0% owned

  • NBI Construction Services

    HVAC Company · OH · 0% owned

  • Alloyd Insulatiion Co

    HVAC CONTRACTOR · OH · 0% owned

  • Core Mechanical Inc

    HVAC Company · MI · 0% owned

  • Giffin Inc

    HVAC CONTRACTOR · MI · 0% owned

  • Fred Christen & Sons

    Roofing Company · OH · 0% owned

  • Comercial Comfort Systems

    HVAC Company · OH · 0% owned

  • Cross Heating & Cooling

    HVAC Company · MI · 0% owned

  • Toledo Tin Knockers

    HVAC Company · OH · 0% owned

  • Enviro-aire Inc

    HVAC Company · MI · 0% owned

  • VM Systems

    HVAC Company · OH · 0% owned

  • HM White

    HVAC Company · MI · 0% owned

  • Holgate Metal Fab

    HVAC Company · OH · 0% owned

  • Hoffman & Harpst Co

    HVAC Company · OH · 0% owned

  • United Roofing & Sheet Metal

    HVAC Company · MI · 0% owned

  • JL Mechanical Services

    HVAC Company · OH · 0% owned

  • Total Comfort Services

    HVAC Company · OH · 0% owned

  • M & M HVAC Installation

    HVAC Company · OH · 0% owned

  • Nordmann Roofing

    Roofing Company · OH · 0% owned

  • Noron Inc

    HVAC Company · OH · 0% owned

  • Liberty Sheet Metal

    HVAC CONTRACTOR · MI · 0% owned

  • Thompson Plumbing & Heating Inc

    HVAC Company · MI · 0% owned

  • Sperling Heating & Ventilation

    HVAC Company · OH · 0% owned

  • NA

    N/A · 0% owned

  • Sieb Plumbing & Heating

    HVAC Company · MI · 0% owned

Provenance

Return type
form_990
Tax year
2023
Filed
8 August 2024
IRS schema version
2023v5.1
Source object
202432349349301803

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