Civic Intelligence

Sheet Metal Workers Local 27 Educational Trust Fund

990 • Fiscal year 2017 • EIN 22-2568877

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

35th percentile

0.04x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.04x

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

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$259,422

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

8.4%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,389,461

Up $259,475 (+23%) from 2016

Net Assets

Up

$1,340,107

Up $252,618 (+23%) from 2016

Liabilities

Up

$49,354

Up $6,857 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin81st percentile

Revenue

Up

$1,098,794

Up $85,299 (+8.4%) from 2016

Expenses

Up

$866,159

Up $33,563 (+4.0%) from 2016

Net Income

Up

$232,635

Up $51,736 (+29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2017

Assets$1,389,461
Liabilities$49,354
Net Assets$1,340,107
Open 2017 Filing

Operations Trend

Revenue Growth59th 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

2017

Revenue$1,098,794
Expenses$866,159
Net Income$232,635
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,098,794
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$1,087,488$1,340,107▲ $252,619
Investments in Publicly Traded Securities$305,433$507,877▲ $202,444
Cash and Non-Interest-Bearing Accounts$349,973$473,138▲ $123,165
Land, Buildings, and Equipment, Net$219,999$195,032▼ $24,967
Accounts Receivable$100,979$82,141▼ $18,838
Savings and Temporary Cash Investments$55,779$49,576▼ $6,203
Prepaid Expenses and Deferred Charges$5,580$4,524▼ $1,056
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,129,985$1,389,461▲ $259,476
Other Assets Total$92,242$77,173▼ $15,069
Liabilities
Accounts Payable and Accrued Expenses$42,497$49,354▲ $6,857
Total Liabilities$42,497$49,354▲ $6,857
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,087,488$1,340,107▲ $252,619
Total Liabilities and Net Assets / Fund Balance$1,129,985$1,389,461▲ $259,476

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$195,032$232,415$427,447
Equipment$0$404,519$404,519
Other Assets Org$41,638--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fred J OlitaFull Time InstructorFT$167,301$92,121$259,422
Chris GeorgeFund AdministratorFT$149,463$106,042$255,505

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
$1,022,454
Investment Income
$11,862
Other Revenue
$64,478
Change in Net Assets
$232,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,095,764
Revenue Not Reported on Financial Statements
$3,030
Revenue Not Reported on Form 990
$19,984
Total Revenue per Audited Statements
$1,115,748
Total Revenue per Form 990
$1,098,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$629,530
Other Expenses$236,629
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---$514,927
Occupancy---$101,235
Other Salaries and Wages---$65,275
Fees for Services Accounting---$32,000
Payroll Taxes---$26,786
Other Expenses---$25,000
Depreciation Depletion---$24,967
Other Employee Benefits---$22,542
Insurance---$19,016
Fees for Services Legal---$11,621
Office Expenses---$10,214
Conferences and Meetings---$8,358
Travel---$7,921
Advertising---$4,615
Fees for Service Investment Mgmnt Fees---$3,030
All Other Expenses---$-229,062
Total Functional Expenses$0$0$0$866,159

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$866,159
Expenses per Audited Statements$863,129
Total Expenses per Audited Statements$863,129
Expenses Not Reported on Financial Statements$3,030
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
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 11B

“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 Contact Addresses for Officers, Directors, Etc

“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
2018-11-15
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
7
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, 2017, 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 2014.”

Raw XML Appendix393 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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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03030
IRS990ScheduleD/ExpensesSubtotalAmt0863129
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03030
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03030
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0195032
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0232415
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0427447
IRS990ScheduleD/NetUnrealizedGainsInvstAmt019984
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt032967
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12189
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2379
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt341638
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/RevenueNotReportedAmt019984
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03030
IRS990ScheduleD/RevenueSubtotalAmt01095764
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, 2017, 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 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0195032
IRS990ScheduleD/TotalBookValueOtherAssetsAmt077173
IRS990ScheduleD/TotalExpensesPerForm990Amt0866159
IRS990ScheduleD/TotalRevenuePerForm990Amt01098794
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01115748
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0863129
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0149463
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1167301
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/NontaxableBenefitsFilingOrgAmt040762
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt140735
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/TotalCompensationFilingOrgAmt0255505
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1259422
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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/TotalAssetsBOYAmt01129985
IRS990/TotalAssetsEOYAmt01389461
IRS990/TotalAssetsGrp/BOYAmt01129985
IRS990/TotalAssetsGrp/EOYAmt01389461
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt0866159
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042497
IRS990/TotalLiabilitiesEOYAmt049354
IRS990/TotalLiabilitiesGrp/BOYAmt042497
IRS990/TotalLiabilitiesGrp/EOYAmt049354
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01087488
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01340107
IRS990/TotalOtherCompensationAmt0198163
IRS990/TotalProgramServiceRevenueAmt01022454
IRS990/TotalReportableCompFromOrgAmt0316764
IRS990/TotalRevenueGrp/ExclusionAmt011862
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01086932
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01098794
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01129985
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01389461
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt07921
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW CACCHOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE / PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07329191988
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0EF1A57EABB70EFB3D85D332F0978CB1C5485A237
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A5262B644CC55C00C62457DF85D4EBA3798CBBF0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.150.160.98
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:55:02
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/ReturnTs02018-11-15T13:21:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,389,461
Liabilities
$49,354
Net assets
$1,340,107
Revenue
$1,098,794
Expenses
$866,159
Net income
$232,635
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