Civic Intelligence

Sheet Metal Workers Local 27 Health and Welfare Fund

990 • Fiscal year 2020 • EIN 22-1538529

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileWWW.SMWLU27.ORG/FUNDS.HTML

View Organization Page

PO Box 847Farmingdale, NJ 07727-0847

(732) 919-1988

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.06x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.11x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

10th percentile

-19%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$306,082

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

25th percentile

-1.4%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-23%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$15,955,396

Down $231,084 (-1.4%) from 2019

Net Assets

Down

$15,061,601

Down $405,746 (-2.6%) from 2019

Liabilities

Up

$893,795

Up $174,662 (+24%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin10th percentile

Revenue

Down

$7,870,989

Down $2,299,143 (-23%) from 2019

Expenses

Up

$9,377,077

Up $1,258,664 (+16%) from 2019

Net Income

Down

-$1,506,088

Down $3,557,807 (-173%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $9,759,345Liabilities 2010: $5,987,231Net Assets 2010: $3,772,1142010Assets 2011: $10,523,873Liabilities 2011: $6,482,209Net Assets 2011: $4,041,6642011Assets 2012: $7,829,533Liabilities 2012: $5,828,978Net Assets 2012: $2,000,5552012Assets 2013: $4,906,556Liabilities 2013: $4,890,711Net Assets 2013: $15,8452013Assets 2014: $5,213,860Liabilities 2014: $2,786,594Net Assets 2014: $2,427,2662014Assets 2015: $7,411,456Liabilities 2015: $2,687,249Net Assets 2015: $4,724,2072015Assets 2016: $9,912,126Liabilities 2016: $3,066,209Net Assets 2016: $6,845,9172016Assets 2017: $11,963,982Liabilities 2017: $3,203,878Net Assets 2017: $8,760,1042017Assets 2018: $13,022,720Liabilities 2018: $910,892Net Assets 2018: $12,111,8282018Assets 2019: $16,186,480Liabilities 2019: $719,133Net Assets 2019: $15,467,3472019Assets 2020: $15,955,396Liabilities 2020: $893,795Net Assets 2020: $15,061,6012020Assets 2021: $14,734,898Liabilities 2021: $967,589Net Assets 2021: $13,767,3092021Assets 2022: $10,961,042Liabilities 2022: $919,398Net Assets 2022: $10,041,6442022Assets 2023: $12,606,665Liabilities 2023: $1,130,649Net Assets 2023: $11,476,0162023Assets 2024: $14,124,403Liabilities 2024: $1,441,288Net Assets 2024: $12,683,1152024

Highlighted filing

2020

Assets$15,955,396
Liabilities$893,795
Net Assets$15,061,601
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,316,3042010Revenue 2011: $12,523,084Expenses 2011: $12,111,513Net Income 2011: $411,5712011Expenses 2012: $11,896,0602012Revenue 2013: $8,208,236Expenses 2013: $10,324,761Net Income 2013: -$2,116,5252013Revenue 2014: $8,343,105Expenses 2014: $5,819,329Net Income 2014: $2,523,7762014Revenue 2015: $8,644,663Expenses 2015: $6,146,327Net Income 2015: $2,498,3362015Revenue 2016: $9,565,388Expenses 2016: $7,372,692Net Income 2016: $2,192,6962016Revenue 2017: $9,006,480Expenses 2017: $7,672,265Net Income 2017: $1,334,2152017Revenue 2018: $9,998,351Expenses 2018: $8,372,519Net Income 2018: $1,625,8322018Revenue 2019: $10,170,132Expenses 2019: $8,118,413Net Income 2019: $2,051,7192019Revenue 2020: $7,870,989Expenses 2020: $9,377,077Net Income 2020: -$1,506,0882020Revenue 2021: $9,589,216Expenses 2021: $10,309,538Net Income 2021: -$720,3222021Revenue 2022: $9,459,691Expenses 2022: $11,015,320Net Income 2022: -$1,555,6292022Revenue 2023: $11,594,174Expenses 2023: $10,882,437Net Income 2023: $711,7372023Revenue 2024: $11,092,827Expenses 2024: $10,761,511Net Income 2024: $331,3162024

Highlighted filing

2020

Revenue$7,870,989
Expenses$9,377,077
Net Income-$1,506,088
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$7,870,989
Mission and Program Overview

Mission

To provide health and welfare benefits for its members.

To provide health and welfare benefits for its participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,467,347$15,061,601▼ $405,746
Investments in Publicly Traded Securities$13,585,536$14,710,522▲ $1,124,986
Accounts Receivable$846,660$435,844▼ $410,816
Cash and Non-Interest-Bearing Accounts$1,003,764$391,215▼ $612,549
Savings and Temporary Cash Investments$548,722$224,258▼ $324,464
Land, Buildings, and Equipment, Net$61,255$36,386▼ $24,869
Prepaid Expenses and Deferred Charges$15,651$22,891▲ $7,240
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$16,186,480$15,955,396▼ $231,084
Other Assets Total$124,892$134,280▲ $9,388
Liabilities
Other Liabilities$625,848$819,063▲ $193,215
Accounts Payable and Accrued Expenses$93,285$74,732▼ $18,553
Total Liabilities$719,133$893,795▲ $174,662
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,467,347$15,061,601▼ $405,746
Total Liabilities and Net Assets / Fund Balance$16,186,480$15,955,396▼ $231,084

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,386$188,815$225,201
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Andrew CaccholiTrustee
Dawn PascaleTrustee
Gerald LyleTrustee
Richard BonnerTrustee
Scott SheridanTrustee
Thomas DebartoloTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Aetna - US HealthcareStop LossPO BOX 98106, El Paso, TX 79998$892,948
Aetna - US HealthcareAdmin FeesPO BOX 98106, El Paso, TX 79998$231,727
Mutual Of OmahaLife InsurancePO BOX 2147, Omaha, NE 68103$151,572
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,089,121
Investment Income
$599,689
Other Revenue
$182,179
Change in Net Assets
$-1,506,088

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,693,215
Revenue Not Reported on Financial Statements
$177,774
Revenue Not Reported on Form 990
$1,100,342
Other Revenue Adjustments
$153,856
Total Revenue per Audited Statements
$8,793,557
Total Revenue per Form 990
$7,870,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$426,152
Other Expenses$305,665
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,645,260
Other Salaries and Wages---$208,557
Other Employee Benefits---$189,639
Fees for Services Legal---$57,329
Fees for Services Accounting---$49,186
Information Technology---$38,071
Occupancy---$36,858
Payroll Taxes---$27,956
Office Expenses---$27,201
Fees for Services Other---$26,000
Depreciation Depletion---$24,870
Fees for Service Investment Mgmnt Fees---$23,918
Insurance---$8,559
Other Expenses---$2,126
Total Functional Expenses$0$0$0$9,377,077

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,377,077
Expenses per Audited Statements$9,147,448
Total Expenses per Audited Statements$8,993,592
Expenses Not Reported on Financial Statements$229,629
Other Expense Adjustments$205,711
Expenses Not Reported on Form 990$-153,856
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$819,063
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
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 11B

“The form 990 will be reviewed, approved and signed by a trustee prior to filing, and will be presented to the entire board of trustees.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies and financial statements are available for the participants of the fund to review at the fund office.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 27
EIN
22-1538529
Phone
7329191988
Address
PO BOX 847, FARMINGDALE, NJ 07727-0847

Signing Officer

Name
Christopher W George
Title
Fund Administrator
Phone
7329191988
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher W George
Formed
1956
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
3
Employees
2
Volunteers
0

Preparer

Firm
Mspc Cpas & Advisors Pc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Patrick M Trombetta
Phone
9082727000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees has responsibility for overseeing the audit and for the selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The plan obtained a favorable tax determination letter, in which the internal revenue service stated that the plan, as then designed, was in compliance with the applicable requirements of the internal revenue code ("irc"). The plan has been amended since receiving the determination letter. However, the plan administrator and the plan's tax counsel believe that the plan is designed and is currently being operated in compliance with the applicable requirements of the irc. 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 (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2020, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Allocation of expenses to other funds 153,856.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Allocation of expenses to other funds -153,856.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations 205,711.”

Raw XML AppendixShowing 400 of 546 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.

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IRS990/OtherRevenueTotalAmt0182179
IRS990/OtherSalariesAndWagesGrp/TotalAmt0208557
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt027956
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015651
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022891
IRS990/PrincipalOfficerNm0CHRISTOPHER W GEORGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIBUTIO
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEES - COBRA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06849658
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1239463
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06849658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1239463
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07381949
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0409129
IRS990/PYOtherExpensesAmt0336445
IRS990/PYOtherRevenueAmt0176797
IRS990/PYProgramServiceRevenueAmt09584206
IRS990/PYRevenuesLessExpensesAmt02051719
IRS990/PYSalariesCompEmpBnftPaidAmt0400019
IRS990/PYTotalExpensesAmt08118413
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010170132
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1506088
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015467347
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015061601
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0548722
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0224258
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt036386
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0188815
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0225201
IRS990ScheduleD/ExpensesNotReportedAmt0-153856
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0229629
IRS990ScheduleD/ExpensesSubtotalAmt09147448
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt023918
IRS990ScheduleD/InvestmentExpensesNotIncldAmt023918
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01100342
IRS990ScheduleD/OtherExpensesIncludedAmt0-153856
IRS990ScheduleD/OtherExpensesNotIncludedAmt0205711
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0819063
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0153856
IRS990ScheduleD/RevenueNotReportedAmt01100342
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0177774
IRS990ScheduleD/RevenueSubtotalAmt07693215
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN OBTAINED A FAVORABLE TAX DETERMINATION LETTER, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE ("IRC"). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ALLOCATION OF EXPENSES TO OTHER FUNDS 153,856.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ALLOCATION OF EXPENSES TO OTHER FUNDS -153,856.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3CHANGE IN BENEFIT OBLIGATIONS 205,711.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt036386
IRS990ScheduleD/TotalExpensesPerForm990Amt09377077
IRS990ScheduleD/TotalLiabilityAmt0819063
IRS990ScheduleD/TotalRevenuePerForm990Amt07870989
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08793557
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08993592
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0187984
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1152137
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2152137
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt087358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt182186
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt282093
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt030740
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt131360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt231360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANDREW CACCHOLI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SCOTT SHERIDAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2THOMAS DEBARTOLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0306082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1265683
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2265590
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED, APPROVED AND SIGNED BY A TRUSTEE PRIOR TO FILING, AND WILL BE PRESENTED TO THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR THE PARTICIPANTS OF THE FUND TO REVIEW AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSEEING THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL UNION 27
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS LOCAL 27 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SHEET METAL WORKERS LOCAL 27 EDUCATION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SHEET METAL WORKERS LOCAL 27 SUPPLEMENTAL UNEMPLOYMENT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4SHEET METAL WORKERS LOCAL 27 PAC FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5SHEET METAL WORKERS LOCAL 27 CLUB FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222374533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222604860
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2222568877
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3223201971
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4222832135
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501C(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROMOTE THE INTERESTS OF ITS MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE ANNUITY BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE EDUCATION BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ITS PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4TO MAKE CONTRIBUTIONS TO CANDIDATES THAT SUPPORT UNION LABOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5TO PROMOTE HARMONY AND GOODWILL THROUGHOUT THE MEMBERSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 847

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,955,396
Liabilities
$893,795
Net assets
$15,061,601
Revenue
$7,870,989
Expenses
$9,377,077
Net income
-$1,506,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$1.44$12.7$11.1$10.8$0.33
2023Detailed filing. Detailed filing data is available for this year.$12.6$1.13$11.5$11.6$10.9$0.71
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.92$10.0$9.46$11.0$1.56
2021Detailed filing. Detailed filing data is available for this year.$14.7$0.97$13.8$9.59$10.3$0.72
2020Detailed filing. Detailed filing data is available for this year.$16.0$0.89$15.1$7.87$9.38$1.51
2019Detailed filing. Detailed filing data is available for this year.$16.2$0.72$15.5$10.2$8.12$2.05
2018Detailed filing. Detailed filing data is available for this year.$13.0$0.91$12.1$10.00$8.37$1.63
2017Detailed filing. Detailed filing data is available for this year.$12.0$3.20$8.76$9.01$7.67$1.33
2016Summary only. Only limited summary data is available for this year.$9.91$3.07$6.85$9.57$7.37$2.19
2015Detailed filing. Detailed filing data is available for this year.$7.41$2.69$4.72$8.64$6.15$2.50
2014Detailed filing. Detailed filing data is available for this year.$5.21$2.79$2.43$8.34$5.82$2.52
2013Detailed filing. Detailed filing data is available for this year.$4.91$4.89$0.02$8.21$10.3$2.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$5.83$2.00$11.9
2011Summary only. Only limited summary data is available for this year.$10.5$6.48$4.04$12.5$12.1$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.76$5.99$3.77$11.3