SHEET METAL WORKERS 100 WELFARE FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHEET METAL WORKERS 100 WELFARE FUND (EIN 52-6038494)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-08
- IRS object ID
- 202440399349301574
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-08T14:01:23-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526038494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEET METAL AIR RAIL AND TRANSPORTATION | BusinessNameLine1Txt |
| Business Name Line2 | LOCAL 100 HEALTH BENEFIT PLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEE | BusinessNameControlTxt |
| Phone | 3018398800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3140 NE BROADWAY ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LABILLIE III | PersonNm |
| Person Title | TRUSTEEE | PersonTitleTxt |
| Phone | 5032825581 | PhoneNum |
| Signature | 2024-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | LABILLIE III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2024-02-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD LABILLIE III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4725 SILVER HILL ROAD | AddressLine1Txt |
| City | SUITLAND | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,094,075 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,342,477 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,468,604 | CYProgramServiceRevenueAmt |
| PY Investment Income | $934,495 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,485,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $34,276,972 | PYTotalRevenueAmt |
| CY Total Revenue | $36,954,469 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $25,247,643 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $30,822,482 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,526,674 | PYOtherExpensesAmt |
| CY Other Expenses | $2,554,837 | CYOtherExpensesAmt |
| PY Total Expenses | $27,774,317 | PYTotalExpensesAmt |
| CY Total Expenses | $33,377,319 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,502,655 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,577,150 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,368,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,924,650 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,876,065 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $198,911 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,492,146 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,725,739 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM C EARHART COMPANY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129539532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4148 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|
| KATHLEEN BIGELOW | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD D LABILLE III | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $155,104 | $72,071 | 40.00 |
| GEOFFREY PARKS | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| R SCOTT GREGORY | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN DUMLER | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL NOBLE | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $139,435 | $69,830 | 40.00 |
| FRANK BATTAGLINO | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM ALLEN | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $96,391 | $55,620 | 40.00 |
| DALE SHEPPARD | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS KILLEEN | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $138,518 | $69,829 | 40.00 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $529,448 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $267,350 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | |||||
| 111 S CALVERT STREET STE 1600 | BALTIMORE | MD | 21202 | CLAIMS MANAGEMENT SERVICES | $1,059,221 |
| WILLIAM C EARHART CO INC | |||||
| 12029 NE GLENN WIDING DRIVE | PORTLANDO | OR | 97220 | THIRD PARTY ADMINISTRATOR | $1,022,786 |
| FIRST AMERICAN ADMINISTRATORS INC | |||||
| 14670 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | VISION BENEFITS COORDINATOR | $190,932 |
| DELTA DENTAL OF DC | |||||
| ONE DELTA DRIVE | MECHANICSBURG | PA | 17055 | DENTAL BENEFITS COORDINATOR | $106,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $31,999,966 | $31,999,966 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $3,468,638 | $3,468,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,468,604 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,507,866 | TotalRevenueColumnAmt |
| Exclusion | $1,507,866 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,117,605 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,139,606 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$22,001 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,001 | TotalRevenueColumnAmt |
| Exclusion | -$22,001 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,954,469 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,468,604 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,485,865 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,822,482 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,048,004 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,718 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,365 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,381 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,300,365 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,568 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,931 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY THE AC | Desc |
| Total | $11,199 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,377,319 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,424,358 | BOYAmt |
| EOY | $10,593,204 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,306 | BOYAmt |
| EOY | $9,663 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,073,849 | BOYAmt |
| EOY | $2,224,367 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,607 | BOYAmt |
| EOY | $1,398 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,838,091 | BOYAmt |
| EOY | $48,096,018 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,368,211 | BOYAmt |
| EOY | $60,924,650 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,743 | BOYAmt |
| EOY | $110,684 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,625,322 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $88,227 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,876,065 | BOYAmt |
| EOY | $198,911 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,492,146 | BOYAmt |
| EOY | $60,725,739 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,492,146 | BOYAmt |
| EOY | $60,725,739 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,368,211 | BOYAmt |
| EOY | $60,924,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,577,150 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,346,269 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $8,002,712 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER - INVESTMENTS PURCHASED | Desc |
| Amt | $88,227 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $88,227 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,553,819 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,346,269 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,346,269 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,900,088 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $54,381 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $54,381 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,954,469 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,322,938 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,322,938 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $54,381 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $54,381 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,377,319 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD D LABILLE III | ||||||||||||||
| UNION TRUSTEE | $0 | $155,104 | $0 | $0 | $0 | $0 | $0 | $50,590 | $0 | $21,481 | $0 | $227,175 | $0 | $0 |
| MICHAEL NOBLE | ||||||||||||||
| UNION TRUSTEE | $0 | $139,435 | $0 | $0 | $0 | $0 | $0 | $48,349 | $0 | $21,481 | $0 | $209,265 | $0 | $0 |
| THOMAS KILLEEN | ||||||||||||||
| UNION TRUSTEE | $0 | $138,518 | $0 | $0 | $0 | $0 | $0 | $48,348 | $0 | $21,481 | $0 | $208,347 | $0 | $0 |
| WILLIAM ALLEN | ||||||||||||||
| UNION TRUSTEE | $0 | $96,391 | $0 | $0 | $0 | $0 | $0 | $34,139 | $0 | $21,481 | $0 | $152,011 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANT, WHO THEN FORWARDS A COPY TO THE ADMINISTRATOR OF THE FUND FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS AND TAX FORMS ARE PROVIDED UPON REQUEST TO THE PLAN OFFICE. |
| FORM 990, PART XI, LINE 9: | NET ASSETS TRANSFERRED FROM MERGER 8,002,712. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S GOVERNING BODY IS RESPONSIBLE FOR THE OVERSIGHT OF IT'S FINANACIAL STATEMENTS AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| SMART LOCAL 100 VACATION PLAN | ||||||||
| 4725 SILVER HILL ROAD | SUITLAND | MD | 20746 | 530803417 | FUND ESTABLISHED TO PAY VACATION BENEFITS TO UNION MEMBERS | MD | 501(C)5 | 0 |
| SMART LOCAL 100 PENSION FUND | ||||||||
| 4725 SILVER HILL ROAD | SUITLAND | MD | 20746 | 526038495 | FUND ESTABLISHED TO ASSIST PENSION DEVELOPEMENT OF UNION MEMBERS | MD | 501(A) | 0 |
| SMART LOCAL 100 APPRENTICE FUNDS | ||||||||
| 4725 SILVER HILL ROAD | SUITLAND | MD | 20746 | 520259080 | THE TRAINING AND EDUCATION OF APPRENTICE SHEET METAL WORKERS | MD | 501(C)9 | 0 |
| SMART LOCAL 100 | ||||||||
| 4725 SILVER HILL ROAD | SUITLAND | MD | 20746 | 530143440 | REPRESENT MEMBERS TO BARGAIN FOR IMPROVED WAGES AND BENEFITS | MD | 501(C)5 | 0 |
| SMART LOCAL 100 SCHOLARSHIP FUND | ||||||||
| 4725 SILVER HILL ROAD | SUITLAND | MD | 20746 | 526538598 | TO AWARD SCHOLARSHIPS TO DEPENDENTS OF UNION MEMBERS | MD | 501(C)3 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (60 entries)
| A P I CONSTRUCTION INC |
| ADJ SHEET METAL INC |
| ALL MECHANICAL & PLUMBING LLC |
| ALL SEASONS AC & HEATING |
| ALLIED VENTILATION INC |
| AMERICAN TESTING INC |
| ARICA CONSULT & CONTRCT |
| BENEDICT SHEET METAL |
| C K UNITED SHEET METAL |
| CMC SHEET METAL INC |
| COMFORT CONTROL INC |
| CRAFTCORPS INC |
| CROWN CORR INC |
| DC DUCT AND SHEET METAL L |
| DENSEL COMPANY |
| DYNAMIC SYSTEMS INC |
| EAST COAST METAL SYSTEMS |
| ENVIRONMENTAL BALANCING C |
| FINGLES METAL WORKS INC |
| HARRIS MOUNTAIN WEST LLC |
| HOT & COLD CORPORATION |
| I & B ASSOCIATES INC |
| IAC METALS INC |
| J B WHELAN |
| JD RIVET & COMPANY INC |
| JAMES MYERS COMPANY INC |
| JAMES R WALLS CONTRACTING |
| JOURNEYMAN MECH CONTR |
| K G SHEET METAL SERVICES |
| LINX INDUSTRIES |
| M G MCGRATH INC |
| MECCO INC |
| METRO MECHANICAL CONTRCTR |
| METRO TEST & BALANCE INC |
| NOEL SHEET METAL FAB INC |
| NORAIR ENGINEERING ASSOC |
| O'MALLEY SHEET METAL INC |
| PM CONTRACTING INC |
| PRO STAINLESS |
| PTL CONTRACTING LLC |
| R H LAPP & SONS INC |
| R S HARRITAN & CO INC |
| REAM ROOFING ASSOCIATES LLC |
| ROTH BROTHERS INC |
| SEMCO DUCT & ACOUSTICAL |
| SENECA BALANCE OF MD VA |
| SHEET METAL WORKERS L100 |
| SHEET METAL WRS 100 JATC |
| SMW L#100 BALT - RECIP IN |
| SMW LOCAL 100 SELF PAY HW |
| SMW LOCAL 17-RECIP IN |
| SMW LOCAL 19 |
| SMW LOCAL 292 - RECIP IN |
| SMW LOCAL 312 |
| SMW LOCAL 5 - RECIP IN |
| SMW LOCAL 85 WELFARE |
| SOUTHLAND INDUSTRIES |
| STROMBERG METAL WORKS INC |
| SUPER SKY PRODUCTS |
| W E BOWERS & ASSOCIATES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |