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Union Morris Somerset Sussex Sheet Metal Contractors Industry Fund In

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$85.1k (2024)

Expenses
$75.2k (2024)

Total Assets
$569k (2024)

Total Liabilities
$3k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,095
Expenses
$75,158
Net Income
$9,937
Net Assets
$566,309
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,967
77.5%
Program Services $0
Investment Income $18,860
22.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $268
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $569,309
Total Liabilities $3,000
Net Assets $566,309
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $12,200 $0 $0
Andrew Novak (Trustee) $3,600 $0 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,828
Expenses
$64,730
Net Income
$14,098
Net Assets
$550,909
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,231
84.0%
Program Services $0
Investment Income $17,626
22.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,029
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $553,909
Total Liabilities $3,000
Net Assets $550,909
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $12,600 $0 $0
Andrew Novak (Trustee) $7,200 $0 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$72,564
Expenses
$82,777
Net Income
-$10,213
Net Assets
$542,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,291
73.4%
Program Services $0
Investment Income $15,951
22.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,322
4.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $545,708
Total Liabilities $3,000
Net Assets $542,708
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $7,700 $0 $0
Andrew Novak (Trustee) $1,600 $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$88,728
Expenses
$98,444
Net Income
-$9,716
Net Assets
$595,567
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,116
83.5%
Program Services $0
Investment Income $14,437
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $175
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $602,168
Total Liabilities $6,601
Net Assets $595,567
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $15,800 $0 $0
Andrew Novak (Trustee) $2,400 $0 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,164
Expenses
$56,302
Net Income
$19,862
Net Assets
$612,002
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,284
81.8%
Program Services $0
Investment Income $13,470
17.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $410
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $616,302
Total Liabilities $4,300
Net Assets $612,002
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $13,000 $0 $0
Andrew Novak (Trustee) $4,800 $0 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,672
Expenses
$77,930
Net Income
$742
Net Assets
$574,610
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,243
71.5%
Program Services $0
Investment Income $13,626
17.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,803
11.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $578,810
Total Liabilities $4,200
Net Assets $574,610
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $12,000 $0 $0
Andrew Novak (Trustee) $3,800 $0 $0

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,074
Expenses
$82,902
Net Income
-$12,828
Net Assets
$592,013
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,332
89.0%
Program Services $0
Investment Income $9,151
13.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,409
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $596,013
Total Liabilities $4,000
Net Assets $592,013
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $18,600 $0 $0
Andrew Novak (Trustee) $2,800 $0 $0

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,224
Expenses
$57,517
Net Income
$12,707
Net Assets
$598,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,992
91.1%
Program Services $0
Investment Income $4,814
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,418
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $602,539
Total Liabilities $4,000
Net Assets $598,539
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $13,400 $0 $0
Andrew Novak (Trustee) $3,600 $0 $0
Mario Cavallone (Trustee) $3,200 $0 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,905
Expenses
$56,985
Net Income
$22,920
Net Assets
$567,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,962
77.5%
Program Services $0
Investment Income $17,943
22.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $575,870
Total Liabilities $8,000
Net Assets $567,870
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $0 $17,800 $0
Andrew Novak (Trustee) $0 $4,800 $0
Mario Cavallone (Trustee) $0 $2,400 $0

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,397
Expenses
$57,804
Net Income
$21,593
Net Assets
$576,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,006
61.7%
Program Services $0
Investment Income $30,391
38.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $580,111
Total Liabilities $4,000
Net Assets $576,111
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $0 $14,640 $0
Andrew Novak (Trustee) $0 $6,400 $0
Mario Cavallone (Trustee) $0 $2,000 $0

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,788
Expenses
$87,965
Net Income
-$32,177
Net Assets
$568,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,909
87.7%
Program Services $0
Investment Income $6,879
12.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $572,915
Total Liabilities $4,000
Net Assets $568,915
Compensation
Key Employees and Officers Compensation Related Other
Gregg Wheatley (Trustee) $23,880 $0 $0
Andrew Novak (Trustee) $9,200 $0 $0
Mario Cavallone (Trustee) $2,400 $0 $0

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,392
Expenses
$42,816
Net Income
$10,576
Net Assets
$477,161
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,810
91.4%
Program Services $0
Investment Income $4,270
8.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $312
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $478,911
Total Liabilities $1,750
Net Assets $477,161

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,096
Expenses
$49,173
Net Income
-$1,077
Net Assets
$464,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,267
13.0%
Net Fundraising $0
Sales of Assets -$492
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $465,225
Total Liabilities $1,000
Net Assets $464,225

Document Links

Fiscal Year Ending May
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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