2025-11-04T15:00:27-06:00 2024-12-31 222951202 MSPC CPA'S AND ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-01-01 221976682 SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL NO 22 EDUCATION FUND SHEE 9082986030 700 SWENSON DRIVE KENILWORTH NJ 07033 JAMES O'REILLY TRUSTEE 9082986030 2025-11-04 1 1 ROBERT J JANNELLI CPA P00450209 9082727000 2024 2025-03-06 01:10:19Z JAMES O'REILLY 700 SWENSON DRIVE KENILWORTH NJ 07033 4129537 0 X WWW.SMWIALU22.ORG X 1972 NJ SHEET METAL WORKERS LOCAL NO. 22 EDUCATION FUND PROVIDES EDUCATION AND TRAINING FOR SHEET METAL APPRENTICES. THIS EDUCATION AND TRAINING ENABLES EACH APPRENTICE TO LEARN THE SKILLS REQUIRED IN THE INDUSTRY. 6 0 16 0 0 0 1422 86500 634814 621393 41877 1209088 111300 27775 789413 1944756 0 0 0 0 193772 206764 0 0 0 215709 403981 409481 610745 379932 1334011 2719466 3846502 175271 0 2544195 3846502 TO PROVIDE EDUCATION AND TRAINING FOR SHEET METAL WORKERS APPRENTICES. 0 0 THE SHEET METAL WORKERS LOCAL NO. 22 EDUCATION FUND PROVIDES EDUCATION AND TRAINING FOR SHEET METAL APPRENTICES. THIS EDUCATION AND TRAINING ENABLES EACH APPRENTICE TO LEARN THE SKILLS REQUIRED IN THE INDUSTRY. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X EDUCATION FUND 9082986030 700 SWENSON DRIVE KENILWORTH NJ 07033 JAMES O'REILLY UNION TRUSTEE 1.00 40.00 X 0 0 0 JASON ROONEY UNION TRUSTEE 1.00 40.00 X 0 0 0 ANDREW NOVAK EMPLOYER TRUSTEE 1.00 X 0 0 0 GREGG WHEATLEY EMPLOYER TRUSTEE 1.00 X 0 0 0 CHARLES BEELITZ PROGRAM COORDINATOR 40.00 X 42124 0 0 JOSEPH MUTI FINANCIAL SECRETARY 5.00 X 474 0 0 42598 0 0 0 0 1 0 0 86500 86500 EMPLOYER CONTRIBUTIONS 900099 621393 621393 621393 72569 72569 43650 18201 25449 25449 25449 2169966 1133133 2065028 101552 104938 1031581 1136519 1031581 104938 LATE FEE INCOME 900099 1200 1200 REIMBURSEMENTS 900099 1126 1126 2326 1944756 1655300 0 202956 X 187886 18878 7630 4500 26481 166977 34023 21784 9785 3628 41399 12431 SCHOOL SUPPLIES 35189 APPLICANT SCREENING & T 20391 OFFICE SALARY 9000 REPAIRS & MAINTENANCE 5553 5210 610745 808772 590804 171256 471385 10795 0 518433 126549 27781 391884 76647 2025921 1436009 366508 188206 0 2719466 3846502 169625 0 5646 0 175271 0 X 0 0 0 0 2544195 3846502 2544195 3846502 2719466 3846502 1334011 -31704 0 X X 0 1 X 1 0 X 27949 2729 25220 52496 833 51663 437988 122987 315001 391884 MUTUAL FUNDS 366508 F 366508 X 1882943 -31704 -31704 1914647 26481 3628 30109 1944756 580636 0 580636 26481 3628 30109 610745 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON NOVEMBER 30, 2004, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LATE FEE INCOME 3,628. PART XII, LINE 4B - OTHER ADJUSTMENTS: LATE FEE INCOME 3,628. 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 VIA NEWSPAPER ADVERTISING SCHEDULE E, PART I, LINE 4 CONTRIBUTIONS ARE NOT SOLICITED X 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY IS PROVIDED TO THE FINANCIAL SECRETARY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND DISCLOSES SUCH INFORMATION ON FORM 990, WHICH IS A PUBLIC DOCUMENT. FORM 990, PART IX, LINE 11G CONSULTING FEES 78,462. RENT 88,515. FORM 990, PART XI, LINE 2C THE BOARD OF TRUSTEES ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT SHEET METAL WORKERS LOCAL NO 22 ANNUITY FUND 700 SWENSON DRIVE KENILWORTH NJ 07033 227375195 ADMINISTRATION OF RETIREMENT BENEFITS FOR PARTICIPANTS NJ 401(A) 0 SHEET METAL WORKERS LOCAL NO 22 PENSION FUND 700 SWENSON DRIVE KENILWORTH NJ 07033 226072834 ADMINISTRATION OF RETIREMENT BENEFITS FOR PARTICIPANTS NJ 401(A) 0 SHEET METAL WORKERS LOCAL UNION NO 22 700 SWENSON DRIVE KENILWORTH NJ 07033 222409275 LOCAL UNION ACTIVITY NJ 501(C)(5) 0 SHEET METAL WORKERS LOCAL NO 22 WELFARE FUND 700 SWENSON DRIVE KENILWORTH NJ 07033 221505211 ADMINISTRATION OF WELFARE BENEFITS FOR PARTICIPANTS NJ 501(C)(9) 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 SHEET METAL WORKERS LOCAL 22 PENSION ANNUITY AND WELFARE J 6933 SHARE OF PROPERTY USED SHEET METAL WORKERS LOCAL UNION NO 22 J 14067 SHARE OF PROPERTY USED