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← SHEET METAL WORKERS LOCAL 27 EDUCATIONAL TRUST FUND

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS LOCAL 27 EDUCATIONAL TRUST FUND.

Totals

Total revenue
$1,478,657
Total expenses
$1,365,540
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$1,365,540
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,365,540

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

Listed in Part VII

  • ANDY RIKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GERARD EZYSKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GERARD HOGAN III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS DEBARTOLO

    UNION TRUSTEE

    Total calculated
    $318,690
    From this org
    $0
    From related orgs
    $200,800
    Other
    $117,890
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $200,800 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $87,026 related
    Nontaxable benefits
    $0 + $30,864 related
    Filer's total
    $0 + $318,690 related

  • JOHNNIE WHITTINGTON

    UNION TRUSTEE

    Total calculated
    $273,885
    From this org
    $0
    From related orgs
    $162,463
    Other
    $111,422
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $162,463 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $80,558 related
    Nontaxable benefits
    $0 + $30,864 related
    Filer's total
    $0 + $273,885 related

  • MIKE KOLBASOWSKI

    UNION TRUSTEE

    Total calculated
    $273,885
    From this org
    $0
    From related orgs
    $162,463
    Other
    $111,422
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $162,463 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $80,558 related
    Nontaxable benefits
    $0 + $30,864 related
    Filer's total
    $0 + $273,885 related

  • CHRIS GEORGE

    FUND ADMINISTRATOR

    Total calculated
    $349,602
    From this org
    $178,177
    From related orgs
    $23,163
    Other
    $148,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,177 + $23,163 related
    Bonus
    $0
    Other
    $0
    Deferred
    $62,496
    Nontaxable benefits
    $85,766
    Filer's total
    $326,439 + $23,163 related

  • JOHN ESPINOS

    TRAINING DIRECTOR

    Total calculated
    $326,439
    From this org
    $178,177
    From related orgs
    $0
    Other
    $148,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,177
    Bonus
    $0
    Other
    $0
    Deferred
    $62,496
    Nontaxable benefits
    $85,766
    Filer's total
    $326,439

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 — 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

  • 3 · Approval by the board or compensation committee

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202443179349303599

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