Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
990 • Fiscal year 2023 • EIN 23-6428928
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Liabilities / Revenue
76th percentile
Higher debt load relative to revenue than 76% of similar nonprofits.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
95th percentile
Higher top officer pay than 95% of similar nonprofits.
Top officer pay equals 14.6% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
36th percentile
Faster revenue growth than 36% of similar nonprofits.
Assets
Up$4,414,513
Up $291,476 (+7.1%) from 2022
Net Assets
Down$3,602,749
Down $397,907 (-9.9%) from 2022
Liabilities
Up$811,764
Up $689,383 (+563%) from 2022
Revenue
Down$2,171,547
Down $15,099 (-0.7%) from 2022
Expenses
Up$2,420,680
Up $153,111 (+6.8%) from 2022
Net Income
Down-$249,133
Down $168,210 (-208%) from 2022
The purpose of the fund is to conduct an organized training and education program for all apprentice and journeyman sheet metal workers.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $4,000,656 | $3,602,749 | ▼ $397,907 |
| Investments in Publicly Traded Securities | $1,813,394 | $1,699,898 | ▼ $113,496 |
| Savings and Temporary Cash Investments | $1,899,302 | $1,642,706 | ▼ $256,596 |
| Intangible Assets | - | $675,887 | - |
| Accounts Receivable | $171,851 | $181,312 | ▲ $9,461 |
| Cash and Non-Interest-Bearing Accounts | $117,148 | $120,647 | ▲ $3,499 |
| Land, Buildings, and Equipment, Net | $82,912 | $63,728 | ▼ $19,184 |
| Prepaid Expenses and Deferred Charges | $13,538 | $17,423 | ▲ $3,885 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $4,123,037 | $4,414,513 | ▲ $291,476 |
| Other Assets Total | $24,892 | $12,912 | ▼ $11,980 |
| Liabilities | |||
| Other Liabilities | $66,262 | $742,149 | ▲ $675,887 |
| Accounts Payable and Accrued Expenses | $56,119 | $69,615 | ▲ $13,496 |
| Total Liabilities | $122,381 | $811,764 | ▲ $689,383 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $4,000,656 | $3,602,749 | ▼ $397,907 |
| Total Liabilities and Net Assets / Fund Balance | $4,123,037 | $4,414,513 | ▲ $291,476 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $63,728 | $1,123,088 | $1,186,816 |
| Equipment | $0 | $85,410 | $85,410 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Joseph S Frick | Training Coordinator | FT | $187,223 | $318,103 | $318,103 |
| Donald Smith Jr | Training Instructor | FT | $144,128 | $256,325 | $256,325 |
| Ronald Deichert | Training Instructor | FT | $142,658 | $254,207 | $254,207 |
| Name | Title |
|---|---|
| Gary Masino | Co-chairman - Labor Truste |
| Gary Luthe | Co-chairman - Management T |
| Bryan Bush | Labor Trustee |
| Gerard Gontz | Labor Trustee |
| Howard Vanburen | Labor Trustee |
| Tom Bush | Labor Trustee |
| Ken Woods | Labor Trustee (p) |
| Dominic Bonitatis | Management Trustee |
| Matthew Sano | Management Trustee |
| Peter Jenkins | Management Trustee |
| Robert Johnston | Management Trustee |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $1,517,010 |
| Other Expenses | $903,670 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $936,092 | - | - | $936,092 |
| Occupancy | $363,465 | $121,155 | - | $484,620 |
| Other Employee Benefits | $426,003 | - | - | $426,003 |
| Payroll Taxes | $78,617 | - | - | $78,617 |
| Office Expenses | - | $76,471 | - | $76,471 |
| Pension Plan Contributions | $76,298 | - | - | $76,298 |
| Information Technology | $30,482 | $10,161 | - | $40,643 |
| Insurance | $15,813 | $5,270 | - | $21,083 |
| Depreciation Depletion | $803 | $18,381 | - | $19,184 |
| Conferences and Meetings | - | $10,752 | - | $10,752 |
| Fees for Service Investment Mgmnt Fees | - | $10,000 | - | $10,000 |
| Fees for Services Accounting | - | $10,000 | - | $10,000 |
| Travel | - | $8,288 | - | $8,288 |
| Other Expenses | $2,427 | - | - | $2,427 |
| Fees for Services Legal | - | $1,500 | - | $1,500 |
| Total Functional Expenses | $2,148,702 | $271,978 | $0 | $2,420,680 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $2,420,680 |
| Total Expenses per Audited Statements | $2,420,680 |
| Total Expenses per Form 990 | $2,420,680 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Operating Lease Obligation | $675,887 |
| Due to Related Funds | $66,262 |
“A copy of the form 990 is provided to the fund's trustees for their review prior to signing.”
“The trustees approve of the compensation package provided to the fund administrator.”
“The fund has made governing documents, financial statements and form 990 available upon request.”
“The organizations governing body is responsible for oversight of the audit, as well as the selection of the independent accountant.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 56119 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 69615 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 171851 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 181312 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE PURPOSE OF THE FUND IS TO CONDUCT AN ORGANIZED TRAINING AND EDUCATION PROGRAM FOR ALL APPRENTICE AND JOURNEYMAN SHEET METAL WORKERS. |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TRAINING COORDINATOR |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2159521950 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1301 S COLUMBUS BLVD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PHILADELPHIA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 19147 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 117148 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 120647 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 10752 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 10752 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 36564 |
| IRS990/CYOtherExpensesAmt | 0 | 903670 |
| IRS990/CYOtherRevenueAmt | 0 | 22022 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2112961 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -249133 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 1517010 |
| IRS990/CYTotalExpensesAmt | 0 | 2420680 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2171547 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 18381 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 803 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 19184 |
| IRS990/Desc | 0 | TO CONDUCT AN ORGANIZED TRAINING & EDUCATION PROGRAM FOR ALL APPRENTICE AND JOURNEYMEN SHEET METAL WORKERS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 30 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 2148702 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 10000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10000 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 1500 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1500 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 10000 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 10000 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 45.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 45.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 45.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 112197 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 130880 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 111549 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BRYAN BUSH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | GARY LUTHE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | GARY MASINO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | GERARD GONTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KEN WOODS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | PETER JENKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ROBERT JOHNSTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DOMINIC BONITATIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | HOWARD VANBUREN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | MATTHEW SANO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | TOM BUSH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | DONALD SMITH JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | JOSEPH S FRICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | RONALD DEICHERT |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 144128 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 187223 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 142658 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CO-CHAIRMAN - MANAGEMENT T |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CO-CHAIRMAN - LABOR TRUSTE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | LABOR TRUSTEE (P) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRAINING INSTRUCTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRAINING COORDINATOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRAINING INSTRUCTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1967 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 2171547 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 10161 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 30482 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 40643 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 5270 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 15813 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 21083 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 675887 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 36564 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 36564 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1813394 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1699898 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1208498 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 82912 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 63728 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1272226 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE PURPOSE OF THE FUND IS TO CONDUCT AN ORGANIZED TRAINING AND EDUCATION PROGRAM FOR ALL APPRENTICE AND JOURNEYMAN SHEET METAL WORKERS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4000656 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3602749 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -148774 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 121155 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 363465 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 484620 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 76471 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 76471 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 24892 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 12912 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 426003 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 426003 |
| IRS990/OtherExpensesGrp/Desc | 0 | SCHOOL EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | COE ACCREDITATION |
| IRS990/OtherExpensesGrp/Desc | 2 | DRUG & APPLICANT TESTIN |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 214722 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 3980 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 2427 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 214722 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3980 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2427 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 66262 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 742149 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 22022 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 22022 |
| IRS990/OtherRevenueTotalAmt | 0 | 22022 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 936092 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 936092 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 78617 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 78617 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 76298 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 76298 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 13538 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 17423 |
| IRS990/PrincipalOfficerNm | 0 | GARY MASINO |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | TUITION CHARGES & FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | APPRENTICE CONTEST |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2035825 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 59561 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 17575 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2035825 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 59561 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 17575 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 32526 |
| IRS990/PYOtherExpensesAmt | 0 | 878595 |
| IRS990/PYOtherRevenueAmt | 0 | 23571 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2130549 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -80923 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1388974 |
| IRS990/PYTotalExpensesAmt | 0 | 2267569 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 2186646 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -249133 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 2112961 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 4000656 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 3602749 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1899302 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1642706 |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 85410 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 85410 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 2420680 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -148774 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 63728 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 1123088 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1186816 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 66262 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 675887 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO RELATED FUNDS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | OPERATING LEASE OBLIGATION |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -148774 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 2171547 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 63728 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 2420680 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 742149 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 2171547 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 2022773 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 2420680 |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | 1 |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | 0 |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | 1 |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | 1 |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | 1 |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | 1 |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | 1 |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 85779 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 1 | 71815 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 2 | 71459 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 45101 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 40382 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 2 | 40090 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 2 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 187223 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 1 | 144128 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 2 | 142658 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.