← SHEET METAL WORKERS INTERNATIONAL ASSOCIATION

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS INTERNATIONAL ASSOCIATION.

Totals

Total revenue: $4,514,789
Total expenses: $3,798,834
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $4,474,352
Investment income: $40,437
Other revenue: $0
Total assets, end of year: $2,685,886
Total liabilities, end of year: $95,855
Net assets or fund balances, end of year: $2,590,031
Program services expenses (Part IX): not reported
Management and general expenses: not reported
Fundraising expenses: not reported
Program service expenses (Part III): $3,798,834

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 $3,980,265 · related or exempt $3,980,265
2b · Program service revenue: PARTICIPANT CONTRIBUTI

total $463,964 · related or exempt $463,964
2c · Program service revenue: RECIPROCAL CONTRIBUTIO

total $30,123 · related or exempt $30,123
3 · Investment income

total $38,658 · excluded $38,658
7a · Gross sales of assets other than inventory

securities $533,362
7b · Less cost or other basis and sales expenses

securities $531,583
7c · Gain or loss

securities $1,779
7d · Net gain or loss

total $1,779 · excluded $1,779

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $3,076,391
10 · Payroll taxes

total $1,567
11a · Fees: management

total $33,000
11b · Fees: legal

total $13,050
11c · Fees: accounting

total $11,998
11f · Fees: investment management

total $4,797
11g · Fees: other

total $88,413
13 · Office expenses

total $2,989
23 · Insurance

total $466,552
24a · Other expenses: RECIPROCAL PAYMENTS

total $96,994
24b · Other expenses: BANK FEES

total $1,451
24c · Other expenses: PCORI TAX

total $1,250
24d · Other expenses: DUES

total $382

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $270,956 · end of year $270,975
2 · Savings and temporary cash investments

beginning of year $13,996 · end of year $309,159
4 · Accounts receivable

beginning of year $415,274 · end of year $321,971
9 · Prepaid expenses and deferred charges

beginning of year $1,730 · end of year $1,553
11 · Investments: publicly traded securities

beginning of year $1,505,519 · end of year $1,770,761
15 · Other assets

beginning of year $8,791 · end of year $11,467
17 · Accounts payable and accrued expenses

beginning of year $419,630 · end of year $95,855
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 $1,796,636 · end of year $2,590,031

Mission and programs · 2023

Mission

PROVIDE PAYMENT OF HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS

Activities or mission (Part I)

PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS

PROVIDE HEALTH AND WELFARE BENEFITS FOR OUR MEMBERS

Expenses $3,798,834

As filed on the 2023 return.

Listed in Part VII

Thomas ConnorTHOMAS CONNOR

TRUSTEE

Total calculated

$0

Hours/week

5
Donald DunneDONALD DUNNE

TRUSTEE

Total calculated

$0

Hours/week

5
Edward FetchenEDWARD FETCHEN

TRUSTEE

Total calculated

$0

Hours/week

5
Lori EshenaurLORI ESHENAUR

TRUSTEE

Total calculated

$0

Hours/week

5
Jeffrey SchmudeJEFFREY SCHMUDE

TRUSTEE

Total calculated

$0

Hours/week

5
Rob EvansROB EVANS

TRUSTEE

Total calculated

$0

Hours/week

5

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.

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

501(C)5 · LOCAL UNION

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.

AIR BALANCING ENGINEERS

C · EMPLOYER CONTRIBUTIONS · PA · share of income $383,710
BILFINGER INDUSTRIAL SERVICES INC

C · EMPLOYER CONTRIBUTIONS · PA · share of income $338,096
FETCHEN SHEET METAL

C · EMPLOYER CONTRIBUTIONS · PA · share of income $432,751
J&E SHEETMETAL

C · EMPLOYER CONTRIBUTIONS · PA · share of income $376,095
JAMES W COX & SONS

C · EMPLOYER CONTRIBUTIONS · PA · share of income $137,965
LIEBOLD INC

C · EMPLOYER CONTRIBUTIONS · PA · share of income $179,689
MASTER MECHANICAL

C · EMPLOYER CONTRIBUTIONS · PA · share of income $174,749
MISSION MECHANICAL INC

C · EMPLOYER CONTRIBUTIONS · PA · share of income $359,055
POWER MECHANICAL CORP

C · EMPLOYER CONTRIBUTIONS · PA · share of income $159,692
PRECISION SHEET METAL

C · EMPLOYER CONTRIBUTIONS · PA · share of income $184,365
SCRANTON ELECTRICAL HEATING & COOLING

C · EMPLOYER CONTRIBUTIONS · PA · share of income $447,177
SCRANTON SHEET METAL

C · EMPLOYER CONTRIBUTIONS · PA · share of income $98,891

Provenance

Return type: form_990
Tax year: 2023
Filed: 9 October 2024
IRS schema version: 2023v5.1
Source object: 202432839349301868

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