Form 990 for tax year 2022
Filed by SHEET METAL CONTRACTING INDUSTRY EDUCATION FUND OF NORTHEASTERN PEN.
Totals
- Total revenue
- $297,750
- Total expenses
- $241,542
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $284,743
- Investment income
- $13,007
- Other revenue
- $0
- Total assets, end of year
- $626,544
- Total liabilities, end of year
- $3,852
- Net assets or fund balances, end of year
- $622,692
- Program services expenses (Part IX)
- $202,360
- Management and general expenses
- $39,182
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $202,360
Program services were 83.8% 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 $284,743 · related or exempt $284,743
-
3 · Investment income
total $9,245 · excluded $9,245
-
7a · Gross sales of assets other than inventory
securities $123,456
-
7b · Less cost or other basis and sales expenses
securities $119,694
-
7c · Gain or loss
securities $3,762
-
7d · Net gain or loss
total $3,762 · excluded $3,762
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $114,956 · program services $100,375 · management and general $14,581
-
8 · Pension plan contributions
total $5,567 · program services $5,567
-
9 · Other employee benefits
total $5,771 · program services $5,771
-
10 · Payroll taxes
total $5,976 · program services $5,218 · management and general $758
-
11b · Fees: legal
total $2,109 · management and general $2,109
-
11c · Fees: accounting
total $5,450 · management and general $5,450
-
11f · Fees: investment management
total $1,177 · management and general $1,177
-
11g · Fees: other
total $6,382 · program services $1,882 · management and general $4,500
-
13 · Office expenses
total $7,409 · management and general $7,409
-
16 · Occupancy
total $17,383 · program services $17,383
-
19 · Conferences, conventions and meetings
total $16,767 · program services $16,767
-
22 · Depreciation, depletion and amortization
total $10,519 · program services $10,519
-
23 · Insurance
total $1,871 · program services $1,613 · management and general $258
-
24a · Other expenses: MATERIALS & SUPPLIES
total $19,415 · program services $19,415
-
24b · Other expenses: TRAINING & INSTRUCTION
total $15,970 · program services $15,970
-
24c · Other expenses: AMOUNTS PAID TO RECIPRO
total $2,895 · management and general $2,895
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $1,880 · program services $1,880
-
24e · All other expenses
total $45 · management and general $45
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $208,236 · end of year $222,737
-
2 · Savings and temporary cash investments
beginning of year $36,520 · end of year $4,119
-
10a · Land, buildings and equipment: cost or other basis
$116,724
-
10b · Land, buildings and equipment: accumulated depreciation
$50,957
-
10c · Land, buildings and equipment, net
beginning of year $35,836 · end of year $65,767
-
11 · Investments: publicly traded securities
beginning of year $292,718 · end of year $333,921
-
25 · Other liabilities
beginning of year $3,798 · end of year $3,852
-
27 · Net assets without donor restrictions
beginning of year $569,512 · end of year $622,692
Mission and programs · 2022
Mission
TO EDUCATE, INSTRUCT AND TRAIN SHEET METAL WORKERS AND APPRENTICES.SHEET METAL WORKERS LOCAL UNION #44 NORTHEASTERN PA JATC HAS AS THEIR OBJECTIVE THE TRAINING OF SHEET METAL WORKERS SKILLLED IN ALL PHASES OF THE SHEET METAL INDUSTRY. THROUGH EDUCATION AND PRACTICAL JOB-RELATED TRAINING; LOCAL #44 JATC PROVIDES ITS EMPLOYERS WITH A PRODCUTIVE RESPONSIBLE AND SKILLED WORKFORCE THAT WILL TAKE OUR INDUSTRY CONFIDENTLY INOT THE FUTURE.
Activities or mission (Part I)
TO EDUCATE, INSTRUCT AND TRAIN SHEET METAL WORKERS AND APPRENTICES.
-
SPONSOR AND PAY THE EXPENSES FOR THE EDUCATION, TRAINING AND INSTRUCTION OF THE SHEET METAL WORKERS.
Expenses $202,360 · Revenue $284,743
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Thomas ConnerTHOMAS CONNER
TRUSTEE
- Total calculated
- $168,029
- From this org
- $0
- From related orgs
- $99,212
- Other
- $68,817
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $0 + $99,212 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $45,748 related
- Nontaxable benefits
- $0 + $23,069 related
- Filer's total
- $0 + $168,029 related
-
Donald DunneDONALD DUNNE
TRUSTEE
- Total calculated
- $174,720
- From this org
- $0
- From related orgs
- $105,043
- Other
- $69,677
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $0 + $105,043 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $46,608 related
- Nontaxable benefits
- $0 + $23,069 related
- Filer's total
- $0 + $174,720 related
-
Robert EvansROBERT EVANS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Edward FetchenEDWARD FETCHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey SchmudeJEFFREY SCHMUDE
TRUSTEE
- Total calculated
- $146,394
- From this org
- $0
- From related orgs
- $80,540
- Other
- $65,854
- Hours/week
- 2
-
Joseph CarrJOSEPH CARR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
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
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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 #44 UNION
501(C)(5) · SUPPORT OF THE SHEET METAL WORKERS AND REPRESENTAION OF LOCAL MEMBERS. · PA
-
SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN
501(C)(9) · COLLECTIVELY BARGAINED RETIREMENT BENEFIS · PA
-
SHEET METAL WORKERS LOCAL #44 WELFARE PLAN
401(A) · COLLECTIVELY BARGAINED HEALTH & WELFARE BENEFIS · PA
-
SHEET METAL WORKERS LOCAL #44 ANNUITY PLAN
501(C)(9) · COLLECTIVELY BARGAINED RETIREMENT BENEFIS · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431979349300853
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