Civic Intelligence

Sheet Metal Workers Local 27 Educational Trust Fund

990 • Fiscal year 2015 • EIN 22-2568877

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

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

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

39th percentile

0.04x

Higher debt load relative to revenue than 39% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Net Margin

75th percentile

14%

Higher net margin than 75% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$242,167

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 28.8% of source-year revenue.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$946,652

Up $101,528 (+12%) from 2014

Net Assets

Up

$909,323

Up $97,334 (+12%) from 2014

Liabilities

Up

$37,329

Up $4,194 (+13%) from 2014

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin75th percentile

Revenue

Up

$841,122

Up $123,528 (+17%) from 2014

Expenses

Down

$722,261

Down $18,244 (-2.5%) from 2014

Net Income

Up

$118,861

Up $141,772 (+619%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,617,510Liabilities 2010: $35,977Net Assets 2010: $1,581,5332010Assets 2011: $1,346,717Liabilities 2011: $44,273Net Assets 2011: $1,302,4442011Assets 2012: $1,067,745Liabilities 2012: $34,856Net Assets 2012: $1,032,8892012Assets 2013: $867,855Liabilities 2013: $31,950Net Assets 2013: $835,9052013Assets 2014: $845,124Liabilities 2014: $33,135Net Assets 2014: $811,9892014Assets 2015: $946,652Liabilities 2015: $37,329Net Assets 2015: $909,3232015Assets 2016: $1,129,986Liabilities 2016: $42,497Net Assets 2016: $1,087,4892016Assets 2017: $1,389,461Liabilities 2017: $49,354Net Assets 2017: $1,340,1072017Assets 2018: $1,613,651Liabilities 2018: $484,690Net Assets 2018: $1,128,9612018Assets 2019: $1,732,507Liabilities 2019: $436,015Net Assets 2019: $1,296,4922019Assets 2020: $1,682,464Liabilities 2020: $347,081Net Assets 2020: $1,335,3832020Assets 2021: $1,700,706Liabilities 2021: $198,112Net Assets 2021: $1,502,5942021Assets 2022: $1,844,597Liabilities 2022: $373,613Net Assets 2022: $1,470,9842022Assets 2023: $2,068,726Liabilities 2023: $408,956Net Assets 2023: $1,659,7702023Assets 2024: $2,062,627Liabilities 2024: $281,571Net Assets 2024: $1,781,0562024

Highlighted filing

2015

Assets$946,652
Liabilities$37,329
Net Assets$909,323
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $859,5792010Expenses 2011: $894,2942011Expenses 2012: $890,3232012Revenue 2013: $648,428Expenses 2013: $836,359Net Income 2013: -$187,9312013Revenue 2014: $717,594Expenses 2014: $740,505Net Income 2014: -$22,9112014Revenue 2015: $841,122Expenses 2015: $722,261Net Income 2015: $118,8612015Revenue 2016: $1,013,495Expenses 2016: $832,596Net Income 2016: $180,8992016Revenue 2017: $1,098,794Expenses 2017: $866,159Net Income 2017: $232,6352017Revenue 2018: $1,370,880Expenses 2018: $1,204,033Net Income 2018: $166,8472018Revenue 2019: $1,386,093Expenses 2019: $1,270,188Net Income 2019: $115,9052019Revenue 2020: $1,110,652Expenses 2020: $1,114,807Net Income 2020: -$4,1552020Revenue 2021: $1,377,560Expenses 2021: $1,206,362Net Income 2021: $171,1982021Revenue 2022: $1,391,614Expenses 2022: $1,302,339Net Income 2022: $89,2752022Revenue 2023: $1,478,657Expenses 2023: $1,365,540Net Income 2023: $113,1172023Revenue 2024: $1,490,923Expenses 2024: $1,406,168Net Income 2024: $84,7552024

Highlighted filing

2015

Revenue$841,122
Expenses$722,261
Net Income$118,861
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$1,123,942
Mission and Program Overview

Mission

To provide educational programs and instruction for journeymen and apprentices accepted into the apprentice program.

Education and training of union apprentices and members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$811,989$909,323▲ $97,334
Land, Buildings, and Equipment, Net$256,034$245,004▼ $11,030
Cash and Non-Interest-Bearing Accounts$184,136$236,275▲ $52,139
Investments in Publicly Traded Securities$191,084$157,202▼ $33,882
Accounts Receivable$70,782$82,860▲ $12,078
Savings and Temporary Cash Investments$23,530$75,666▲ $52,136
Prepaid Expenses and Deferred Charges$5,870$4,803▼ $1,067
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$845,124$946,652▲ $101,528
Other Assets Total$113,688$144,842▲ $31,154
Liabilities
Accounts Payable and Accrued Expenses$33,135$37,329▲ $4,194
Total Liabilities$33,135$37,329▲ $4,194
Net Assets / Fund Balance
Total Net Assets Fund Balance$811,989$909,323▲ $97,334
Total Liabilities and Net Assets / Fund Balance$845,124$946,652▲ $101,528

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$208,729$218,718$427,447
Equipment$36,275$368,244$404,519
Other Assets Org$81,151--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fred J OlitaFull Time InstructorFT$160,046$82,121$242,167
Chris GeorgeFund AdministratorFT$143,506$95,645$239,151

Board Members and Trustees

NameTitle
Andrew C CaccholiTrustee
Brian E KikerTrustee
Gerard EzyskeTrustee
Gerard Hogan IiiTrustee
Thomas DebartoloTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$819,352
Investment Income
$21,770
Other Revenue
$0
Change in Net Assets
$118,861

Audited Revenue Reconciliation

Revenue per Audited Statements
$838,122
Revenue Not Reported on Financial Statements
$3,000
Revenue Not Reported on Form 990
$-21,527
Total Revenue per Audited Statements
$816,595
Total Revenue per Form 990
$841,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$575,840
Other Expenses$146,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$481,318
Occupancy---$91,835
Other Salaries and Wages---$45,715
Depreciation Depletion---$29,179
Payroll Taxes---$25,971
Fees for Services Accounting---$16,755
Fees for Services Legal---$14,213
Other Employee Benefits---$13,456
Insurance---$13,036
Other Expenses---$11,973
Office Expenses---$10,825
Pension Plan Contributions---$9,380
Travel---$5,408
Advertising---$4,266
Fees for Service Investment Mgmnt Fees---$3,000
Conferences and Meetings---$418
All Other Expenses---$-200,111
Total Functional Expenses$0$0$0$722,261

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$722,261
Expenses per Audited Statements$719,261
Total Expenses per Audited Statements$719,261
Expenses Not Reported on Financial Statements$3,000
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
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
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 11

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

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.”

Form 990, Part VII

“Brian e kiker - po box 1487, pleasantville, nj 08232. Gerard ezyske - 897 south avenue, middlesex, nj 08846. Gerard hogan iii - 385 lexington avenue, east brunswick, nj 08816.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 27
EIN
22-2568877
Phone
7329191988
Address
PO BOX 847, FARMINGDALE, NJ 07727-0847

Signing Officer

Name
Andrew Caccholi
Title
Trustee / President
Phone
7329191988
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Caccholi
Formed
1984
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
6
Employees
8
Volunteers
0

Preparer

Firm
Capaldi Reynolds & Pelosi Pa
Address
332 TILTON ROAD, NORTHFIELD, NJ 08225
Preparer
Chris a Foust
Phone
6096414000
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:

“U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization 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, 2015, 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. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2012.”

Raw XML Appendix391 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/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt036275
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0368244
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0404519
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03000
IRS990ScheduleD/ExpensesSubtotalAmt0719261
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0208729
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0218718
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0427447
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-21527
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt054947
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18651
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt293
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt381151
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LEASEHOLD INTEREST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM SHEET METAL WORKERS SUB FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED DIVIDENDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DUE FROM SHEET METAL WORKERS HEALTH & WELFARE FUND
IRS990ScheduleD/RevenueNotReportedAmt0-21527
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03000
IRS990ScheduleD/RevenueSubtotalAmt0838122
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION 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, 2015, 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0245004
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0144842
IRS990ScheduleD/TotalExpensesPerForm990Amt0722261
IRS990ScheduleD/TotalRevenuePerForm990Amt0841122
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0816595
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0719261
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0143506
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1160046
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt065280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt151386
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt030365
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt130735
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRIS GEORGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FRED J OLITA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FULL TIME INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0239151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1242167
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED, APPROVED AND SIGNED BY A TRUSTEE PRIOR TO FILING, BUT WILL BE PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AFTER FILING.
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/ExplanationTxt2BRIAN E KIKER - PO BOX 1487, PLEASANTVILLE, NJ 08232. GERARD EZYSKE - 897 SOUTH AVENUE, MIDDLESEX, NJ 08846. GERARD HOGAN III - 385 LEXINGTON AVENUE, EAST BRUNSWICK, NJ 08816.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0845124
IRS990/TotalAssetsEOYAmt0946652
IRS990/TotalAssetsGrp/BOYAmt0845124
IRS990/TotalAssetsGrp/EOYAmt0946652
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt0722261
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033135
IRS990/TotalLiabilitiesEOYAmt037329
IRS990/TotalLiabilitiesGrp/BOYAmt033135
IRS990/TotalLiabilitiesGrp/EOYAmt037329
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0811989
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0909323
IRS990/TotalOtherCompensationAmt0177766
IRS990/TotalProgramServiceRevenueAmt0819352
IRS990/TotalReportableCompFromOrgAmt0303552
IRS990/TotalRevenueGrp/ExclusionAmt04590
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0836532
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0841122
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0845124
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0946652
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05408
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 847
IRS990/USAddress/CityNm0FARMINGDALE
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd0077270847
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://WWW.SMWLU27.ORG/FUNDS.HTML
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW CACCHOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE / PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07329191988
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 27
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0222568877
ReturnHeader/Filer/PhoneNum07329191988
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 847
ReturnHeader/Filer/USAddress/CityNm0FARMINGDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0077270847
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222097516
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPALDI REYNOLDS & PELOSI PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0332 TILTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008225
ReturnHeader/PreparerPersonGrp/PhoneNum06096414000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS A FOUST
ReturnHeader/ReturnTs02016-11-15T13:28:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$946,652
Liabilities
$37,329
Net assets
$909,323
Revenue
$841,122
Expenses
$722,261
Net income
$118,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.28$1.78$1.49$1.41$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.41$1.66$1.48$1.37$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.37$1.47$1.39$1.30$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.20$1.50$1.38$1.21$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.35$1.34$1.11$1.11$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.44$1.30$1.39$1.27$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.48$1.13$1.37$1.20$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.05$1.34$1.10$0.87$0.23
2016Summary only. Only limited summary data is available for this year.$1.13$0.04$1.09$1.01$0.83$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.04$0.91$0.84$0.72$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.03$0.81$0.72$0.74$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.03$0.84$0.65$0.84$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.03$1.03$0.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.04$1.30$0.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.04$1.58$0.86