Civic Intelligence

Sheet Metal Workers Welfare Fund-22

990 • Fiscal year 2014 • EIN 22-1505211

Jun 01, 2013 to May 31, 2014 • Filed on Mar 31, 2015

Organization ProfileN/A

View Organization Page

106 South Avenue West07016

(908) 276-2550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.04x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Net Margin

67th percentile

9.2%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

80th percentile

$115,321

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2014

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-5.8%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$3,495,483

Up $362,431 (+12%) from 2013

Net Assets

Up

$3,347,033

Up $389,378 (+13%) from 2013

Liabilities

Down

$148,450

Down $26,947 (-15%) from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin67th percentile

Revenue

Down

$3,553,427

Down $218,984 (-5.8%) from 2013

Expenses

Down

$3,227,458

Down $1,345,595 (-29%) from 2013

Net Income

Up

$325,969

Up $1,126,611 (+141%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $4,226,881Liabilities 2011: $530,797Net Assets 2011: $3,696,0842011Assets 2012: $3,851,743Liabilities 2012: $204,404Net Assets 2012: $3,647,3392012Assets 2013: $3,133,052Liabilities 2013: $175,397Net Assets 2013: $2,957,6552013Assets 2014: $3,495,483Liabilities 2014: $148,450Net Assets 2014: $3,347,0332014Assets 2015: $5,591,698Liabilities 2015: $126,389Net Assets 2015: $5,465,3092015Assets 2016: $7,096,550Liabilities 2016: $140,003Net Assets 2016: $6,956,5472016Assets 2017: $10,045,840Liabilities 2017: $330,193Net Assets 2017: $9,715,6472017Assets 2018: $11,811,949Liabilities 2018: $158,386Net Assets 2018: $11,653,5632018Assets 2019: $14,234,780Liabilities 2019: $173,984Net Assets 2019: $14,060,7962019Assets 2020: $16,865,211Liabilities 2020: $188,301Net Assets 2020: $16,676,9102020Assets 2021: $19,951,452Liabilities 2021: $235,232Net Assets 2021: $19,716,2202021Assets 2022: $19,076,295Liabilities 2022: $269,106Net Assets 2022: $18,807,1892022Assets 2023: $19,436,804Liabilities 2023: $260,280Net Assets 2023: $19,176,5242023Assets 2024: $21,293,835Liabilities 2024: $398,377Net Assets 2024: $20,895,4582024Assets 2025: $21,926,416Liabilities 2025: $1,438,311Net Assets 2025: $20,488,1052025

Highlighted filing

2014

Assets$3,495,483
Liabilities$148,450
Net Assets$3,347,033
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $4,330,7772011Revenue 2012: $3,832,443Expenses 2012: $3,867,598Net Income 2012: -$35,1552012Revenue 2013: $3,772,411Expenses 2013: $4,573,053Net Income 2013: -$800,6422013Revenue 2014: $3,553,427Expenses 2014: $3,227,458Net Income 2014: $325,9692014Revenue 2015: $4,983,627Expenses 2015: $2,868,074Net Income 2015: $2,115,5532015Revenue 2016: $4,189,740Expenses 2016: $2,655,022Net Income 2016: $1,534,7182016Revenue 2017: $5,540,898Expenses 2017: $2,961,671Net Income 2017: $2,579,2272017Revenue 2018: $5,418,077Expenses 2018: $3,791,774Net Income 2018: $1,626,3032018Revenue 2019: $6,347,603Expenses 2019: $3,890,815Net Income 2019: $2,456,7882019Revenue 2020: $7,205,132Expenses 2020: $5,165,915Net Income 2020: $2,039,2172020Revenue 2021: $6,591,696Expenses 2021: $5,192,087Net Income 2021: $1,399,6092021Revenue 2022: $6,769,322Expenses 2022: $5,596,429Net Income 2022: $1,172,8932022Revenue 2023: $6,842,475Expenses 2023: $6,162,355Net Income 2023: $680,1202023Revenue 2024: $7,136,537Expenses 2024: $6,913,475Net Income 2024: $223,0622024Revenue 2025: $8,449,749Expenses 2025: $9,111,398Net Income 2025: -$661,6492025

Highlighted filing

2014

Revenue$3,553,427
Expenses$3,227,458
Net Income$325,969
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Mar 31, 2015
Return Version
2013v4.0
Gross Receipts
$3,553,427
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants and their dependents.

To provide health benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,957,655$3,347,033▲ $389,378
Investments in Publicly Traded Securities$1,724,059$1,412,715▼ $311,344
Cash and Non-Interest-Bearing Accounts$297,308$828,913▲ $531,605
Accounts Receivable$646,780$629,014▼ $17,766
Savings and Temporary Cash Investments$451,969$616,947▲ $164,978
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,133,052$3,495,483▲ $362,431
Other Assets Total$12,936$7,894▼ $5,042
Liabilities
Accounts Payable and Accrued Expenses$175,397$148,450▼ $26,947
Total Liabilities$175,397$148,450▼ $26,947
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,957,655$3,347,033▲ $389,378
Total Liabilities and Net Assets / Fund Balance$3,133,052$3,495,483▲ $362,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$19,730$19,730
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas FischbachUnion Trustee--$115,321$115,321
JAMES O'REILLYUnion Trustee--$112,459$112,459
Thomas GallagherAdministratorFT$99,691$880$100,571
James SharkeyUnion Trustee--$9,800$9,800

Board Members and Trustees

NameTitle
Andrew NovakEmployer Trustee
Gregg WheatleyEmployer Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,505,269
Investment Income
$48,158
Other Revenue
$0
Change in Net Assets
$325,969

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,544,213
Revenue Not Reported on Financial Statements
$9,214
Revenue Not Reported on Form 990
$63,409
Total Revenue per Audited Statements
$3,607,622
Total Revenue per Form 990
$3,553,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,567
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,014,891
Fees for Services Other---$61,816
Fees for Services Accounting---$19,486
Fees for Services Legal---$18,066
Occupancy---$16,100
Fees for Service Investment Mgmnt Fees---$9,214
Insurance---$7,292
Office Expenses---$6,895
Other Expenses---$1,768
Total Functional Expenses$0$0$0$3,227,458

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,251,956
Total Expenses per Form 990$3,227,458
Expenses per Audited Statements$3,218,244
Expenses Not Reported on Form 990$33,712
Expenses Not Reported on Financial Statements$9,214
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A trustee who is a member of the governing body is provided with the filing.”

Form 990, Part VI, Section C, Line 19

“Forms 990 and 5500 are available to the public upon request.”

Filing and Contact Details

Filer

EIN
22-1505211
Phone
9082762550

Signing Officer

Name
Thomas Gallagher
Title
Fund Administrator
Phone
9082762550
Signed
2015-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Gallagher
Formed
1953
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Robert J Jannelli
Phone
9082727000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility of the oversight of the financial statement audits and selection of independent accountants. There have been no changes noted from the prior year.”

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in benefit claims accrual”

Raw XML Appendix383 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0175397
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0148450
IRS990/AccountsReceivableGrp/BOYAmt0646780
IRS990/AccountsReceivableGrp/EOYAmt0629014
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt03014891
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10SHEET METAL WORKERS LOCAL NO 22 FU
IRS990/BooksInCareOfDetail/PhoneNum09082762550
IRS990/BooksInCareOfDetail/USAddress/AddressLine10106 SOUTH AVENUE WEST
IRS990/BooksInCareOfDetail/USAddress/City0CRANFORD
IRS990/BooksInCareOfDetail/USAddress/State0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCode007016
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
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IRS990/CashNonInterestBearingGrp/BOYAmt0297308
IRS990/CashNonInterestBearingGrp/EOYAmt0828913
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03014891
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE SHEET METAL WORKERS LOCAL NO. 22 WELFARE FUND PROVIDES HEALTH BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
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IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt019486
IRS990/FeesForServicesLegalGrp/TotalAmt018066
IRS990/FeesForServicesOtherGrp/TotalAmt061816
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09214
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES SHARKEY
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS FISCHBACH
IRS990/Form990PartVIISectionAGrp/PersonNm4GREGG WHEATLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES O'REILLY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt099691
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0880
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3115321
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5112459
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03553427
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt07292
IRS990/InvestmentIncomeGrp/ExclusionAmt048158
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048158
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01724059
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01412715
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019730
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt019730
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02957655
IRS990/NetAssetsOrFundBalancesEOYAmt03347033
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt063409
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt016100
IRS990/OfficeExpensesGrp/TotalAmt06895
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012936
IRS990/OtherAssetsTotalGrp/EOYAmt07894
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
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IRS990/OtherExpensesGrp/TotalAmt11990
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS GALLAGHER
IRS990/ProfessionalFundraisingInd00
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02957655
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03347033
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0451969
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0616947
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt033712
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09214
IRS990ScheduleD/ExpensesSubtotalAmt03218244
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09214
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09214
IRS990ScheduleD/NetUnrealizedGainsInvstAmt063409
IRS990ScheduleD/OtherExpensesIncludedAmt033712
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019730
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019730
IRS990ScheduleD/RevenueNotReportedAmt063409
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09214
IRS990ScheduleD/RevenueSubtotalAmt03544213
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFIT CLAIMS ACCRUAL
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03227458
IRS990ScheduleD/TotalRevenuePerForm990Amt03553427
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03607622
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03251956
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A TRUSTEE WHO IS A MEMBER OF THE GOVERNING BODY IS PROVIDED WITH THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORMS 990 AND 5500 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY OF THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDITS AND SELECTION OF INDEPENDENT ACCOUNTANTS. THERE HAVE BEEN NO CHANGES NOTED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SHEET METAL WORKERS LOCAL NO 22 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11SHEET METAL WORKERS LOCAL NO 22 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12SHEET METAL WORKERS LOCAL NO 22 EDUCATION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13SHEET METAL WORKERS LOCAL UNION NO 22
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0227375195
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1226072834
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2221976682
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3222409275
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADMINISTRATION OF RETIREMENT BENEFITS FOR PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ADMINISTRATION OF RETIREMENT BENEFITS FOR PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2ADMINISTRATION OF EDUCATION AND TRAINING FOR APPRENTICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOCAL UNION ACTIVITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10106 SOUTH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11106 SOUTH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine12106 SOUTH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine13106 SOUTH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0CRANFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1CRANFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City2CRANFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City3CRANFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode007016
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode107016
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode207016
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode307016
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt016100
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt12794
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt269940
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SHARE OF ALLOCATED COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1SHARE OF ALLOCATED COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2SHARE OF ALLOCATED COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10SHEET METAL WORKERS LOCAL 22 HOLDING CORP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11SHEET METAL WORKERS LOCAL 22 ANNUITY PENSION AND EDUCATION FUNDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12SHEET METAL WORKERS LOCAL 22 ANNUITY AND PENSION FUNDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03133052
IRS990/TotalAssetsEOYAmt03495483
IRS990/TotalAssetsGrp/BOYAmt03133052
IRS990/TotalAssetsGrp/EOYAmt03495483
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03227458
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0175397
IRS990/TotalLiabilitiesEOYAmt0148450
IRS990/TotalLiabilitiesGrp/BOYAmt0175397
IRS990/TotalLiabilitiesGrp/EOYAmt0148450
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02957655
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03347033
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03505269
IRS990/TotalReportableCompFromOrgAmt099691
IRS990/TotalRevenueGrp/ExclusionAmt048158
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03505269
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03553427
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03133052
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03495483
IRS990/TotReportableCompRltdOrgAmt0238460
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10106 SOUTH AVENUE
IRS990/USAddress/City0CRANFORD
IRS990/USAddress/State0NJ
IRS990/USAddress/ZIPCode007016
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS GALLAGHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09082762550
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHEET METAL WORKERS LOCAL 22 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0221505211
ReturnHeader/Filer/PhoneNum09082762550
ReturnHeader/Filer/USAddress/AddressLine10106 SOUTH AVENUE WEST
ReturnHeader/Filer/USAddress/City0CRANFORD
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222951202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MSPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10340 NORTH AVENUE EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CRANFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0070162496
ReturnHeader/PreparerPersonGrp/PhoneNum09082727000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J JANNELLI
ReturnHeader/ReturnTs02015-03-31T09:41:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,495,483
Liabilities
$148,450
Net assets
$3,347,033
Revenue
$3,553,427
Expenses
$3,227,458
Net income
$325,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.9$1.44$20.5$8.45$9.11$0.66
2024Detailed filing. Detailed filing data is available for this year.$21.3$0.40$20.9$7.14$6.91$0.22
2023Detailed filing. Detailed filing data is available for this year.$19.4$0.26$19.2$6.84$6.16$0.68
2022Detailed filing. Detailed filing data is available for this year.$19.1$0.27$18.8$6.77$5.60$1.17
2021Detailed filing. Detailed filing data is available for this year.$20.0$0.24$19.7$6.59$5.19$1.40
2020Detailed filing. Detailed filing data is available for this year.$16.9$0.19$16.7$7.21$5.17$2.04
2019Detailed filing. Detailed filing data is available for this year.$14.2$0.17$14.1$6.35$3.89$2.46
2018Detailed filing. Detailed filing data is available for this year.$11.8$0.16$11.7$5.42$3.79$1.63
2017Detailed filing. Detailed filing data is available for this year.$10.0$0.33$9.72$5.54$2.96$2.58
2016Detailed filing. Detailed filing data is available for this year.$7.10$0.14$6.96$4.19$2.66$1.53
2015Detailed filing. Detailed filing data is available for this year.$5.59$0.13$5.47$4.98$2.87$2.12
2014Detailed filing. Detailed filing data is available for this year.$3.50$0.15$3.35$3.55$3.23$0.33
2013Summary only. Only limited summary data is available for this year.$3.13$0.18$2.96$3.77$4.57$0.80
2012Summary only. Only limited summary data is available for this year.$3.85$0.20$3.65$3.83$3.87$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.53$3.70$4.33