Civic Intelligence

Sheet Metal Workers Joint Apprenticeship Fund of Philadelphia and Vicinity

990 • Fiscal year 2018 • EIN 23-6428928

May 01, 2017 to Apr 30, 2018 • Filed on Feb 22, 2019

Organization ProfileN/A
1301 S Columbus BlvdPhiladelphia, PA 19147

(215) 952-1950

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$231,527

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

7.5%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$2,512,768

Up $452,217 (+22%) from 2017

Net Assets

Up

$2,441,837

Up $461,973 (+23%) from 2017

Liabilities

Down

$70,931

Down $9,756 (-12%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

Up

$2,458,202

Up $171,523 (+7.5%) from 2017

Expenses

Up

$2,002,312

Up $345,352 (+21%) from 2017

Net Income

Down

$455,890

Down $173,829 (-28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $1,024,892Liabilities 2012: $120,846Net Assets 2012: $904,0462012Assets 2013: $964,634Liabilities 2013: $58,408Net Assets 2013: $906,2262013Assets 2014: $959,870Liabilities 2014: $76,086Net Assets 2014: $883,7842014Assets 2015: $1,102,460Liabilities 2015: $70,852Net Assets 2015: $1,031,6082015Assets 2016: $1,367,407Liabilities 2016: $38,113Net Assets 2016: $1,329,2942016Assets 2017: $2,060,551Liabilities 2017: $80,687Net Assets 2017: $1,979,8642017Assets 2018: $2,512,768Liabilities 2018: $70,931Net Assets 2018: $2,441,8372018Assets 2019: $3,237,239Liabilities 2019: $91,065Net Assets 2019: $3,146,1742019Assets 2020: $3,358,553Liabilities 2020: $82,775Net Assets 2020: $3,275,7782020Assets 2021: $4,172,333Liabilities 2021: $124,763Net Assets 2021: $4,047,5702021Assets 2022: $4,123,037Liabilities 2022: $122,381Net Assets 2022: $4,000,6562022Assets 2023: $4,414,513Liabilities 2023: $811,764Net Assets 2023: $3,602,7492023Assets 2024: $4,046,470Liabilities 2024: $430,868Net Assets 2024: $3,615,6022024Assets 2025: $4,951,557Liabilities 2025: $1,425,423Net Assets 2025: $3,526,1342025

Highlighted filing

2018

Assets$2,512,768
Liabilities$70,931
Net Assets$2,441,837
Open 2018 Filing

Operations Trend

Revenue Growth58th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,446,6032012Expenses 2013: $1,530,0382013Revenue 2014: $1,535,091Expenses 2014: $1,592,406Net Income 2014: -$57,3152014Revenue 2015: $1,573,310Expenses 2015: $1,459,417Net Income 2015: $113,8932015Revenue 2016: $1,888,357Expenses 2016: $1,591,489Net Income 2016: $296,8682016Revenue 2017: $2,286,679Expenses 2017: $1,656,960Net Income 2017: $629,7192017Revenue 2018: $2,458,202Expenses 2018: $2,002,312Net Income 2018: $455,8902018Revenue 2019: $2,798,508Expenses 2019: $2,156,969Net Income 2019: $641,5392019Revenue 2020: $2,457,179Expenses 2020: $2,216,457Net Income 2020: $240,7222020Revenue 2021: $2,481,756Expenses 2021: $1,974,282Net Income 2021: $507,4742021Revenue 2022: $2,186,646Expenses 2022: $2,267,569Net Income 2022: -$80,9232022Revenue 2023: $2,171,547Expenses 2023: $2,420,680Net Income 2023: -$249,1332023Revenue 2024: $2,219,464Expenses 2024: $2,447,713Net Income 2024: -$228,2492024Revenue 2025: $2,605,682Expenses 2025: $2,758,814Net Income 2025: -$153,1322025

Highlighted filing

2018

Revenue$2,458,202
Expenses$2,002,312
Net Income$455,890
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Feb 22, 2019
Return Version
2017v2.3
Gross Receipts
$2,458,202
Mission and Program Overview

Mission

The purpose of the fund is to conduct an organized training and education program for all apprentice and journeyman sheet metal workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,979,864$2,441,837▲ $461,973
Investments in Publicly Traded Securities$660,567$1,285,707▲ $625,140
Savings and Temporary Cash Investments$1,061,905$775,439▼ $286,466
Accounts Receivable$203,748$206,269▲ $2,521
Cash and Non-Interest-Bearing Accounts$69,573$134,312▲ $64,739
Land, Buildings, and Equipment, Net$25,913$93,093▲ $67,180
Prepaid Expenses and Deferred Charges$7,058$5,515▼ $1,543
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,060,551$2,512,768▲ $452,217
Other Assets Total$31,787$12,433▼ $19,354
Liabilities
Other Liabilities$60,914$51,574▼ $9,340
Accounts Payable and Accrued Expenses$19,773$19,357▼ $416
Total Liabilities$80,687$70,931▼ $9,756
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,979,864$2,441,837▲ $461,973
Total Liabilities and Net Assets / Fund Balance$2,060,551$2,512,768▲ $452,217

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$92,684$1,020,493$1,113,177
Equipment$409$85,001$85,410
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph S FrickTraining CoordinatorFT$130,058$101,469$231,527
Ronald DeichertTraining InstructorFT$119,831$101,530$221,361
Donald Smith JrTraining InstructorFT$114,100$100,567$214,667

Board Members and Trustees

NameTitle
Gary MasinoCo-chairman - Labor Truste
Gary LutheCo-chairman - Management T
Bryan BushLabor Trustee
Gerard GontzLabor Trustee
Lou CoppolinoLabor Trustee
Jeffrey SchoolsManagement Trustee
Robert JohnstonManagement Trustee
William ReardonManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$110,613
Program Service Revenue
$2,280,063
Investment Income
$19,817
Other Revenue
$47,709
Change in Net Assets
$455,890

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,458,202
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,083
Total Revenue per Audited Statements
$2,464,285
Total Revenue per Form 990
$2,458,202
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,142,582
Other Expenses$786,598
Grants and Similar Amounts Paid$73,132
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$688,083
Occupancy---$530,372
Pension Plan Contributions---$200,627
Other Employee Benefits---$186,498
Grants to Domestic Orgs---$73,132
Payroll Taxes---$67,374
Information Technology---$51,212
Office Expenses---$39,434
Insurance---$36,214
Depreciation Depletion---$12,827
Travel---$4,753
Conferences and Meetings---$2,230
Other Expenses---$1,500
Fees for Services Legal---$1,500
Total Functional Expenses$0$0$0$2,002,312

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,002,312
Total Expenses per Audited Statements$2,002,312
Total Expenses per Form 990$2,002,312
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sheet Metal Workers Local 19 Jatf of Central PaPhiladelphia, PA501(c)(3)Workforce Development$73,132
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
Due to Related Funds$51,574
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
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 11B

“A copy of the form 990 is provided to the fund's trustees for their review prior to signing.”

Form 990, Part VI, Section B, Line 15A

“The trustees approve of the compensation package provided to the fund administrator.”

Form 990, Part VI, Section C, Line 19

“The fund has made governing documents, financial statements and form 990 available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Joint Apprenticeship
EIN
23-6428928
Phone
2159521950
Address
1301 S COLUMBUS BLVD, PHILADELPHIA, PA 19147

Signing Officer

Name
Gary Masino
Title
Co-chairman
Phone
2159521950
Signed
2019-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Masino
Formed
1967
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
23
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, fund tax years will remain open for three years; however this may differ depending upon the circumstances of the fund.”

Raw XML AppendixShowing 400 of 480 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/ProgramServiceRevenueGrp/Desc1TUITION CHARGES & FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02240111
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139952
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt038564
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014672
IRS990/PYOtherExpensesAmt0698188
IRS990/PYOtherRevenueAmt029956
IRS990/PYProgramServiceRevenueAmt02203487
IRS990/PYRevenuesLessExpensesAmt0629719
IRS990/PYSalariesCompEmpBnftPaidAmt0958772
IRS990/PYTotalExpensesAmt01656960
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02286679
IRS990/ReconcilationRevenueExpnssAmt0455890
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01979864
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02441837
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01061905
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0775439
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0409
IRS990ScheduleD/EquipmentGrp/DepreciationAmt085001
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt085410
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02002312
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06083
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt092684
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01020493
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01113177
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt051574
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED FUNDS
IRS990ScheduleD/RevenueNotReportedAmt06083
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02458202
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt093093
IRS990ScheduleD/TotalExpensesPerForm990Amt02002312
IRS990ScheduleD/TotalLiabilityAmt051574
IRS990ScheduleD/TotalRevenuePerForm990Amt02458202
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02464285
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02002312
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt073132
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WORKFORCE DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 19 JATF OF CENTRAL PA
IRS990ScheduleI/RecipientTable/RecipientEIN0232004118
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01301 S COLUMBUS BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019147
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0114100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1130058
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2119831
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt058315
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt158809
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt258870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt042252
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt142660
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt242660
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DONALD SMITH JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOSEPH S FRICK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2RONALD DEICHERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRAINING COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRAINING INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0214667
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1231527
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2221361
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE FUND'S TRUSTEES FOR THEIR REVIEW PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES APPROVE OF THE COMPENSATION PACKAGE PROVIDED TO THE FUND ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND HAS MADE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SMW JATC OF CENTRAL PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 19 SMART BROTHERHOOD UNITY & DIGNITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232004118
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1542123427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0APPRENTICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FINANCIAL ASSISTANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01301 S COLUMBUS BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11301 S COLUMBUS BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019147
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119147
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt073132
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SMW JATC LOCAL #19 CENTRAL PA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,512,768
Liabilities
$70,931
Net assets
$2,441,837
Revenue
$2,458,202
Expenses
$2,002,312
Net income
$455,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.95$1.43$3.53$2.61$2.76$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.43$3.62$2.22$2.45$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.81$3.60$2.17$2.42$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.12$4.00$2.19$2.27$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.12$4.05$2.48$1.97$0.51
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.08$3.28$2.46$2.22$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.09$3.15$2.80$2.16$0.64
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.07$2.44$2.46$2.00$0.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.08$1.98$2.29$1.66$0.63
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.04$1.33$1.89$1.59$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.07$1.03$1.57$1.46$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.08$0.88$1.54$1.59$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.06$0.91$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.12$0.90$1.45