Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
990 • Fiscal year 2018 • EIN 23-7412739
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
32nd percentile
Higher top officer pay than 32% of similar nonprofits.
Top officer pay equals 0.1% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
$222,825
No earlier filing loaded for comparison.
Net Assets
$210,740
No earlier filing loaded for comparison.
Liabilities
$12,085
No earlier filing loaded for comparison.
Revenue
$556,815
No earlier filing loaded for comparison.
Expenses
$587,617
No earlier filing loaded for comparison.
Net Income
-$30,802
No earlier filing loaded for comparison.
Tp provide training to local 40 sheet metal worker union members
To provide training to local 40 sheet metal workers
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $3,091 | $105,952 | ▲ $102,861 |
| Investments in Publicly Traded Securities | $80,268 | $0 | ▼ $80,268 |
| Accounts Receivable | $52,452 | $58,241 | ▲ $5,789 |
| Land, Buildings, and Equipment, Net | $58,200 | $47,754 | ▼ $10,446 |
| Prepaid Expenses and Deferred Charges | $9,517 | $5,604 | ▼ $3,913 |
| Cash and Non-Interest-Bearing Accounts | $58,736 | $100 | ▼ $58,636 |
| Total Assets | $269,205 | $222,825 | ▼ $46,380 |
| Other Assets Total | $6,941 | $5,174 | ▼ $1,767 |
| Liabilities | |||
| Other Liabilities | $15,145 | $0 | ▼ $15,145 |
| Accounts Payable and Accrued Expenses | $12,518 | $12,085 | ▼ $433 |
| Total Liabilities | $27,663 | $12,085 | ▼ $15,578 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $238,451 | $207,649 | ▼ $30,802 |
| Permanently Rstr Net Assets | $3,091 | $3,091 | → $0 |
| Total Net Assets Fund Balance | $241,542 | $210,740 | ▼ $30,802 |
| Total Liabilities and Net Assets / Fund Balance | $269,205 | $222,825 | ▼ $46,380 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $47,754 | $248,142 | $295,896 |
| Name | Title | Base | Other | Total |
|---|---|---|---|---|
| John M Beal | Labor Trustee | $297 | $242 | $539 |
| Name | Title |
|---|---|
| David a Roche | Labor Trustee |
| Jeremy a Zeedyk | Labor Trustee |
| John Burgess | Labor Trustee |
| John Nimmons | Labor Trustee |
| Kenneth R Kleeberg | Management Trustee |
| Lynne a Kleeberg | Management Trustee |
| Michael Thompson | Management Trustee |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $378,639 |
| Other Expenses | $208,978 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $220,906 |
| Occupancy | - | - | - | $121,679 |
| Pension Plan Contributions | - | - | - | $105,566 |
| Other Employee Benefits | - | - | - | $33,069 |
| Payroll Taxes | - | - | - | $18,559 |
| Insurance | - | - | - | $11,037 |
| Depreciation Depletion | - | - | - | $10,445 |
| Fees for Services Accounting | - | - | - | $9,168 |
| Office Expenses | - | - | - | $8,610 |
| Fees for Services Legal | - | - | - | $7,256 |
| Fees for Services Other | - | - | - | $4,200 |
| Travel | - | - | - | $3,654 |
| Conferences and Meetings | - | - | - | $2,201 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $539 |
| Other Expenses | - | - | - | $443 |
| Advertising | - | - | - | $436 |
| Information Technology | - | - | - | $95 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $53 |
| Total Functional Expenses | $0 | $0 | $0 | $587,617 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $587,617 |
| Expenses per Audited Statements | $587,174 |
| Total Expenses per Audited Statements | $587,174 |
| Expenses Not Reported on Financial Statements | $443 |
| Other Expense Adjustments | $443 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Trustees lynne kleeberg and kenneth kleeberg are related.”
“The fund has trustees that are appointed the union and association.”
“A copy of the form 990 is provided to the union and management trustees for their review prior to signing and submssion.”
“The board of trustees determines if a conflict of interest exist after a disclosure has been made and a resolution of the conflict is achieved by a mutual agreement between the parties and fund.”
“The board of trustees annually reviews compensation and documents the process in the minutes of the meetings”
“Governing documents and financial statement are available for inspection at the fund office or by request .”
“The financial statements and the oversight of the audit is the responbility of the board of trustees.”
“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 (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”
“DONATION 443.”
“DONATION 443.”
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 | 12518 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 12085 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 52452 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 58241 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE TRAINING TO LOCAL 40 SHEET METAL WORKERS |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 436 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ROBERT K HERTEL FUND ADMININISTRAT |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8605292616 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | OLD FORGE RD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCKY HILL |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 06067 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 58736 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 100 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 539 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 2201 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 50000 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | -1154 |
| IRS990/CYOtherExpensesAmt | 0 | 208978 |
| IRS990/CYOtherRevenueAmt | 0 | 4556 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 503413 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -30802 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 378639 |
| IRS990/CYTotalExpensesAmt | 0 | 587617 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 556815 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 10445 |
| IRS990/Desc | 0 | TO PROVIDE TRAINING AND APPRENTICE PROGRAMS TO JOUNEYPERSONS AND APPRENTICES. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 8 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/ExpenseAmt | 0 | 533570 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 9168 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 7256 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 4200 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 53 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.50 |
| 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/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 | 242 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAVID A ROCHE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JOHN NIMMONS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JEREMY A ZEEDYK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MICHAEL THOMPSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | LYNNE A KLEEBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | KENNETH R KLEEBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOHN BURGESS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JOHN M BEAL |
| 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 | 297 |
| 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/TitleTxt | 0 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | LABOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | LABOR TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1971 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -1992 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 166292 |
| IRS990/GrossReceiptsAmt | 0 | 725099 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 95 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 11037 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 838 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 838 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 80268 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 248142 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 58200 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 47754 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 295896 |
| IRS990/LegalDomicileStateCd | 0 | CT |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 168284 |
| IRS990/LoanOutstandingInd | 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 | TP PROVIDE TRAINING TO LOCAL 40 SHEET METAL WORKER UNION MEMBERS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 241542 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 210740 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | -1992 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -1992 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 121679 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 8610 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 6941 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 5174 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 33069 |
| IRS990/OtherExpensesGrp/Desc | 0 | CLASS SUPPLIES |
| IRS990/OtherExpensesGrp/Desc | 1 | INSTRUCTOR EDUCATION |
| IRS990/OtherExpensesGrp/Desc | 2 | APPRENTICESHIP RENEWAL |
| IRS990/OtherExpensesGrp/Desc | 3 | DONATION |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 21984 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 5017 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2700 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 443 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 15145 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANOUS INCOME |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | RENTAL INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3491 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1065 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 3491 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 1065 |
| IRS990/OtherRevenueTotalAmt | 0 | 4556 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 220906 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 18559 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 105566 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 3091 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 3091 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 9517 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5604 |
| IRS990/PrincipalOfficerNm | 0 | DAVID A ROCHE |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | INTERNATIONAL REIMBURS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 502184 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1229 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 502184 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1229 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 4127 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1381 |
| IRS990/PYOtherExpensesAmt | 0 | 322883 |
| IRS990/PYOtherRevenueAmt | 0 | 3989 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 493749 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -145657 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 326020 |
| IRS990/PYTotalExpensesAmt | 0 | 648903 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 503246 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -30802 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RelatedOrganizationsAmt | 0 | 50000 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 505977 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 3091 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 105952 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 47754 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 248142 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 295896 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 443 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 587174 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 443 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 443 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 443 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 556372 |
| 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 (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | DONATION 443. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | DONATION 443. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 47754 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 587617 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 556815 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 556372 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 587174 |
| 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 | 0 |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | 1 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TRUSTEES LYNNE KLEEBERG AND KENNETH KLEEBERG ARE RELATED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FUND HAS TRUSTEES THAT ARE APPOINTED THE UNION AND ASSOCIATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A COPY OF THE FORM 990 IS PROVIDED TO THE UNION AND MANAGEMENT TRUSTEES FOR THEIR REVIEW PRIOR TO SIGNING AND SUBMSSION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD OF TRUSTEES DETERMINES IF A CONFLICT OF INTEREST EXIST AFTER A DISCLOSURE HAS BEEN MADE AND A RESOLUTION OF THE CONFLICT IS ACHIEVED BY A MUTUAL AGREEMENT BETWEEN THE PARTIES AND FUND. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION AND DOCUMENTS THE PROCESS IN THE MINUTES OF THE MEETINGS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENT ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE OR BY REQUEST . |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE FINANCIAL STATEMENTS AND THE OVERSIGHT OF THE AUDIT IS THE RESPONBILITY OF THE BOARD OF TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XII, LINE 2C: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | SHEET METAL WORKERS LOCAL 40 HEALTH FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | SHEET METAL WORKERS LOCAL 40 PENSION FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | SHEET METAL WORKERS LOCAL 40 SUPPLEMENTAL RETIREMENT FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 061013879 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 066157817 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 2 | 061074075 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(9) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 401 A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 2 | 401 A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | CT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | CT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 2 | CT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | EMPLOYEE BENEFIT FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | EMPLOYEE BENEFIT FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 2 | EMPLOYEE BENEFIT FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 100 OLD FORGE RD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 100 OLD FORGE RD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 2 | 100 OLD FORGE RD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | ROCKY HILL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | ROCKY HILL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 2 | ROCKY HILL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | CT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 2 | CT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 06067 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 06067 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 2 | 06067 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 502184 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 1 | 4200 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | SHEET METAL WORKERS' LOCAL 40 HEALTH FUND |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 1 | SHEET METAL WORKERS' LOCAL 40 HEALTH FUND |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | S |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 1 | N |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 1 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 269205 |
| IRS990/TotalAssetsEOYAmt | 0 | 222825 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 269205 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 222825 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 50000 |
| IRS990/TotalEmployeeCnt | 0 | 8 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 587617 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 27663 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 12085 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 27663 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 12085 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 241542 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 210740 |
| IRS990/TotalOtherCompensationAmt | 0 | 242 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 533570 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.