West Virginia Sheet Metal Workers JAT Fund

Address
4601 Camden Avenue
Parkersburg, WV 26101
Contact
Website: http://www.smwlu33.org/districts/parkersburg
Phone: +1 (304) 428-0882
Nonprofit
NTEE: J22 - Vocational Training
EIN: 55-0522286

Mission

Sheet Metal Apprenticeship Training-Primarily under formal apprenriceship program for labor members.
 20162015201320122011
Basic features of the organization
Year of formation1986
Metropolitan statistical area6020
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel  $0.00$0.00$0.00
Sum of reportable (W2/1099) compensation$0.00    
Number of employees888810
Number of people compensated >$100k0    
Number of volunteers0    
Number of highly compensated contractors0    
Personnel
Buckley, Tim
Title  Alt Trustee
Name of key/compensated person  Tim Buckley Tim Buckley
Position of compensated person
Current individual trustee or director  True True
Average hours per week working for org    001.00
Reportable compensation from org  $0.00 $0.00
Other comp, non-reportable, from org and related orgs  $0.00 $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00 $0.00
Hardman, Steve
TitleSecretary/Treasure Sec./Treas.TrusteeTrustee
Name of key/compensated personSteve Hardman Steve HardmanSteve HardmanSteve Hardman
Position of compensated person
Current individual trustee or directorTrue TrueTrueTrue
Average hours per week working for org1.00 001.00001.00001.00
Reportable compensation from org$0.00 $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00 $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00$0.00
Hohenberger, Reggie
Title   Trustee 
Name of key/compensated person   Reggie Hohenberger 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   001.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
King, Jim
TitleTrustee TrusteeTrusteeTrustee
Name of key/compensated personJim King Jim KingJim KingJim King
Position of compensated person
Current individual trustee or directorTrue TrueTrueTrue
Average hours per week working for org1.00 001.00001.00001.00
Reportable compensation from org$0.00 $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00 $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00$0.00
Kinser, Max
Title    Trustee
Name of key/compensated person    Max Kinser Jr
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    001.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Lewis, Jason
Title   Sec./Treas.Sec./Treas.
Name of key/compensated person   Jason LewisJason Lewis
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   001.00001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Mazulli, Scott
Title  TrusteeTrusteeTrustee
Name of key/compensated person  Scott MazulliScott MazulliScott Mazulli
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  001.00001.00001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Mazzulli, Scott
TitleChairmanCHAIRMAN   
Name of key/compensated personScott MazzulliSCOTT MAZZULLI   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
McDonald, Brian
TitleTrustee Trustee  
Name of key/compensated personBrian Mcdonald Brian McDonald  
Position of compensated person
Current individual trustee or directorTrue True  
Average hours per week working for org1.00 001.00  
Reportable compensation from org$0.00 $0.00  
Other comp, non-reportable, from org and related orgs$0.00 $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00  
McLean, Mark
Title  Alt  
Name of key/compensated person  Mark McLean  
Position of compensated person
Current individual trustee or director  True  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Newell, Scott
Title   Trustee 
Name of key/compensated person   Scott Newell 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   001.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Perdue, Nelson
TitleTrustee    
Name of key/compensated personNelson Perdue    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Perdue, Steve
TitleTrustee TrusteeTrusteeTrustee
Name of key/compensated personSteve Perdue Steve PerdueSteve PerdueSteve Perdue
Position of compensated person
Current individual trustee or directorTrue TrueTrueTrue
Average hours per week working for org1.00 001.00001.00001.00
Reportable compensation from org$0.00 $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00 $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00$0.00
Smith, Nelson
Title  Sec./Treas. Trustee
Name of key/compensated person  Nelson Smith Nelson Smith
Position of compensated person
Current individual trustee or director  True True
Average hours per week working for org  001.00 001.00
Reportable compensation from org  $0.00 $0.00
Other comp, non-reportable, from org and related orgs  $0.00 $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00 $0.00
Trifonoff, John
TitleTrustee Vice-ChairmanVice-ChairmanVice-Chairman
Name of key/compensated personJohn Trifonoff John TrifonoffJohn TrifonoffJohn Trifonoff
Position of compensated person
Current individual trustee or directorTrue TrueTrueTrue
Average hours per week working for org1.00 001.00001.00001.00
Reportable compensation from org$0.00 $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00 $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00$0.00
Tuell, Dean
Title  ChairmanChairmanChairman
Name of key/compensated person  Dean TuellDean TuellDean Tuell
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  001.00001.00001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Tullius, Josh
TitleTrustee    
Name of key/compensated personJosh Tullius    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Purpose: mission, activities, & accomplishments
Mission or significant activitiesSheet Metal Appr.Training Primarily under formal apprenticeship program for labor members.SHEET METAL APPRENTICESHIP TRAINING-PRIMARILY UNDER FORMAL APPRENRICESHIP PROGRAM FOR LABOR MEMBERSSHEET METAL APPRENTICESHIP TRAINING ORGANIZATIONSHEET METAL APPRENTICESHIP TRAININGSHEET METAL APPRENTICESHIP TRAINING
Program service expenses, total$310,733.00$334,629.00$282,949.00$267,193.00$268,649.00
Programs, including revenue & expenses
Provide Apprenticeship Journeyman and Service Training to Participating members of the West Virginia Sheet Metal Workers International Local Union #33.
Program expenses$310,733.00 $282,949.00$267,193.00$268,649.00
Grants and allocations made  $323,353.00  
Program descriptionProvide Apprenticeship Journeyman and Service Training to Participating members of the West Virginia Sheet Metal Workers International Local Union #33.PROVIDE APPRENTICESHIP JOURNEYMAN AND SERVICE TRAINING TO PARTICIPATING MEMBERS OF THE WEST VIRGINIA ARE SHEET METAL WORKERS INTERNATIONAL LOCAL UNION 33.PROVIDE APPRENTICESHIP, JOURNEYMAN AND SERVICE TRAINING TO PARTICIPATING MEMBERS OF THE WEST VIRGINIA AREA SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION 33.PROVIDE APPRENTICESHIP, JOURNEYMAN AND SERVICE TRAINING TO APPROXIMATELY 83 PARTICIPATING MEMBERS OF THE WEST VIRGINIA AREA SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION 33.PROVIDE APPRENTICESHIP, JOURNEYMAN AND SERVICE TRAINING TO APPROXIMATELY 83 PARTICIPATING MEMBERS OF THE WEST VIRGINIA AREA SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL UNION 33.
Financial data
Revenue
Total revenue$427,734.00$352,289.00$364,333.00$517,026.00$400,811.00
Revenue from contributions (total)$53,325.00$30,171.00$36,634.00$195,266.00$0.00
Investment income, current yr$1,334.00$943.00$1,162.00$2,337.00$5,534.00
Total revenue from grants, etc., current yr$53,325.00$30,171.00$36,634.00$195,266.00$0.00
Total unrelated business revenue$1,334.00$0.00$0.00$0.00$0.00
Other revenue, current yr$6,863.00$4,931.00$3,182.00$3,000.00$3,000.00
Net unrelated business taxable revenue$0.00    
Program service revenue (total)$366,212.00$316,244.00$323,355.00$316,423.00$392,277.00
Gross receipts$427,734.00$352,289.00$364,333.00$517,026.00$400,811.00
Sources of contributions
Contributions from related organizations$53,325.00$30,171.00$36,634.00$195,266.00 
Other types of revenue
Miscellaneous revenue (total)  $182.00  
Income from dividends, interest, and similar investments$1,334.00$943.00$1,162.00$2,337.00$5,534.00
Net rental income$6,863.00$4,931.00$3,000.00$3,000.00$3,000.00
Expense categories (totals)
Total functional expenses: sum of all$346,361.00$368,452.00$361,636.00$362,352.00$449,312.00
Total functional expenses: program service $310,733.00$334,629.00$282,949.00$267,193.00$268,649.00
Total functional expenses: management and general$35,628.00$33,823.00$78,687.00$95,159.00$180,663.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)  $0.00$0.00$0.00
Legal fees (total)  $1,310.00$0.00$67,471.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)  $0.00$0.00$0.00
Investment management fees (total)  $0.00$0.00$0.00
Assets and liabilities
Total assets$901,551.00$802,672.00$782,988.00$776,039.00$619,116.00
Total assets, beginning of year$802,672.00$818,309.00$776,039.00$619,116.00$669,662.00
Total liabilities$39,001.00$25,727.00$11,297.00$7,046.00$4,797.00
Total liabilities, beginning of year$25,727.00$24,177.00$7,046.00$4,797.00$6,842.00
Unrestricted net assets, end of yr$660,910.00$776,945.00$539,702.00$573,478.00$614,319.00
Temporarily restricted net assets$201,640.00 $231,989.00$195,515.00 
Net assets$862,550.00$776,945.00$771,691.00$768,993.00$614,319.00
Net assets, beginning of year$776,945.00$794,132.00$768,993.00$614,319.00$662,820.00
Cash: non-interest bearing$651,476.00$543,413.00$516,845.00$520,839.00$326,134.00
Cash: non-interest bearing, beginning of year$543,413.00$535,910.00$520,839.00$326,134.00$395,572.00
Other financial variables
Revenue less expenses$81,373.00-$16,163.00$2,697.00$154,674.00-$48,501.00
Advertising (total)$155.00$331.00$5,845.00$135.00$4,789.00
Accounts receivable, net$66,809.00$64,092.00$46,229.00$40,527.00$62,365.00
Prepaid expenses & deferred charges$2,373.00$892.00$892.00$892.00$2,058.00
Accounts payable & accrued expenses$38,751.00$25,477.00$11,047.00$6,796.00$4,547.00
Deferred revenue$250.00$250.00$250.00$250.00$250.00
Total net assets or fund balances$862,550.00$776,945.00$771,691.00$768,993.00$614,319.00
Depreciation, depletion, amortization$13,380.00$12,306.00$14,239.00$20,832.00$15,116.00
Payment to affiliates  $0.00$0.00$0.00
Governance and accountability
Number of voting members88101010
Number of independent voting members88101010
Financial sheets auditedTrue TrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012013-01-012012-01-012011-01-01
Tax year end date2016-12-012015-12-012013-12-012012-12-012011-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-10-182016-11-072014-12-012013-12-202012-12-31
IRS schema version2016v3.02015v2.12013v3.12012v2.22011v1.2
Filing identifier201722269349302327201622289349305432201443019349300514201322949349300302201243219349300414
Use these data in your project Benchmark this organization against its peers