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Sheet Metal Workers Welfare Fund Of Southeastern Pennsylvania

19 Local Union

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$52.9M (2023)

Expenses
$59.7M (2023)

Total Assets
$41.1M (2023)

Total Liabilities
$623k (2023)

Source: Form 990 tax filings from 2011 to 2023

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 April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,871,369
Expenses
$59,720,749
Net Income
-$6,849,380
Net Assets
$40,517,120
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,540,111
97.5%
Investment Income $1,429,338
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$157,318
Net Inventory Sales $0
Other Revenue $59,238
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $545,407
0.9%
Assets/Debt
Total Assets $41,139,920
Total Liabilities $622,800
Net Assets $40,517,120
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $256,906 $166,422
Roeland F Hoeke (Trustee) $0 $0 $0
Ernest J Menold (Co Chair) $0 $0 $0
Bryan Bush (Trustee) $0 $196,151 $142,340
Dennis O'brien (Trustee (P)) $0 $0 $0
Gerard E Gontz (Trustee) $0 $0 $0
Michael Ford (Trustee (P)) $0 $159,684 $125,081
Gina Onorato (Trustee) $0 $0 $0
William Dorward (Trustee) $0 $158,124 $124,836
Thomas J Klingenberg (Fund Administrator) $0 $210,313 $148,611
Dennis Siravo (Asst Administrator) $0 $154,914 $116,752
Christopher Downey (Controller) $0 $126,397 $66,908

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,364,405
Expenses
$63,387,349
Net Income
-$6,022,944
Net Assets
$47,613,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,734,352
97.2%
Investment Income $1,651,541
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$74,966
Net Inventory Sales $0
Other Revenue $53,478
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $584,935
0.9%
Assets/Debt
Total Assets $48,659,410
Total Liabilities $1,045,648
Net Assets $47,613,762
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $245,145 $164,647
Roeland F Hoeke (Trustee) $0 $0 $0
Ernest J Menold (Co Chair) $0 $0 $0
Bryan Bush (Trustee) $0 $186,204 $141,447
Dennis O'brien (Trustee) $0 $0 $0
Gerard E Gontz (Trustee) $0 $167,197 $128,305
Michael Ford (Trustee) $0 $150,912 $123,877
Gina Onorato (Trustee) $0 $0 $0
Thomas J Klingenberg (Fund Administrator) $0 $182,565 $126,367
Dennis Siravo (Asst Administrator) $0 $146,731 $109,374
Christopher Downey (Controller) $0 $121,205 $62,412

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,005,108
Expenses
$56,205,182
Net Income
-$6,200,074
Net Assets
$54,971,030
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,395,936
94.8%
Investment Income $1,838,745
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $694,278
1.4%
Net Inventory Sales $0
Other Revenue $76,149
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $554,721
1.0%
Assets/Debt
Total Assets $55,679,330
Total Liabilities $708,300
Net Assets $54,971,030
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $235,433 $148,617
Roeland F Hoeke (Trustee) $0 $0 $0
Ernest J Menold (Co Chair) $0 $0 $0
Bryan Bush (Trustee) $0 $173,939 $127,357
Dennis O'brien (Trustee) $0 $0 $0
Gerard E Gontz (Trustee) $0 $154,077 $112,138
Michael Ford (Trustee) $0 $0 $0
Thomas J Klingenberg (Fund Administrator) $0 $175,812 $124,722
Dennis Siravo (Asst Administrator) $0 $139,056 $108,087
Christopher Downey (Controller) $0 $117,946 $58,690

Document Links

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,395,764
Expenses
$57,324,913
Net Income
$70,851
Net Assets
$57,932,187
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,284,361
96.3%
Investment Income $2,066,177
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,905
0.0%
Net Inventory Sales $0
Other Revenue $43,321
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $562,559
1.0%
Assets/Debt
Total Assets $58,552,919
Total Liabilities $620,732
Net Assets $57,932,187
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $237,335 $138,615
Roeland F Hoeke (Trustee) $0 $0 $0
Patrick F Doyle (Trustee) $0 $96,312 $103,999
Ernest J Menold (Co Chair) $0 $0 $0
Bryan Bush (Trustee) $0 $176,265 $119,102
Dennis O'brien (Trustee) $0 $0 $0
Gerard E Gontz (Trustee) $0 $150,397 $105,607
Thomas J Klingenberg (Fund Administrator) $0 $167,598 $121,694
Dennis Siravo (Asst Administrator) $0 $133,023 $105,492
Christopher Downey (Controller) $0 $112,954 $61,525

Document Links

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,996,132
Expenses
$52,514,738
Net Income
$10,481,394
Net Assets
$59,041,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,245,273
97.2%
Investment Income $1,716,032
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$18,925
Net Inventory Sales $0
Other Revenue $53,752
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $557,400
1.1%
Assets/Debt
Total Assets $59,758,203
Total Liabilities $717,123
Net Assets $59,041,080
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $219,602 $135,426
Roeland F Hoeke (Trustee) $0 $0 $0
Patrick F Doyle (Trustee) $0 $131,902 $100,673
Ernest J Menold (Co Chair) $0 $0 $0
Bryan Bush (Trustee) $0 $165,462 $115,968
Dennis O'brien (Trustee) $0 $0 $0
Gerard E Gontz (Trustee) $0 $139,520 $101,811
Thomas J Klingenberg (Fund Administrator) $0 $162,090 $116,843
Dennis Siravo (Asst Administrator) $0 $123,811 $100,446
Christopher Downey (Controller) $0 $109,264 $59,758

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,979,169
Expenses
$53,615,056
Net Income
$5,364,113
Net Assets
$47,812,821
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $57,292,298
97.1%
Investment Income $1,022,122
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $578,986
1.0%
Net Inventory Sales $0
Other Revenue $85,763
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $484,576
0.9%
Assets/Debt
Total Assets $48,823,852
Total Liabilities $1,011,031
Net Assets $47,812,821
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $213,095 $119,051
Thomas J Klingenberg (Fund Administrator) $0 $99,680 $75,783
Roeland F Hoeke (Trustee) $0 $0 $0
Patrick F Doyle (Trustee) $0 $129,262 $91,627
Ernest J Menold (Co Chair) $0 $0 $0
Dennis Siravo (Asst Administrator) $0 $120,545 $103,859
Bryan Bush (Trustee) $0 $142,989 $92,434
Matthew Sano (Trustee (P)) $0 $0 $0
Dennis O'brien (Trustee) $0 $0 $0
Gerard E Gontz (Trustee) $0 $128,324 $89,970

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,746,841
Expenses
$51,185,499
Net Income
$3,561,342
Net Assets
$42,604,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $53,366,183
97.5%
Investment Income $663,561
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $640,413
1.2%
Net Inventory Sales $0
Other Revenue $76,684
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $482,348
0.9%
Assets/Debt
Total Assets $44,182,551
Total Liabilities $1,577,913
Net Assets $42,604,638
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $209,892 $129,564
Edmund J Bransfield (Co Chair (P)) $0 $0 $0
Thomas J Klingenberg (Trustee) $0 $130,782 $96,950
Roeland F Hoeke (Trustee) $0 $0 $0
Patrick F Doyle (Trustee) $0 $126,868 $95,585
Ernest J Menold (Trustee) $0 $0 $0
Bryan Bush (Trustee) $0 $137,593 $97,657
Matthew Sano (Trustee) $0 $0 $0
Dennis O'brien (Trustee) $0 $0 $0
Dennis Siravo (Asst Administrator) $0 $117,558 $91,766
Joseph Hazeski Iii (Asst Administrator) $0 $121,972 $91,271

Document Links

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,660,999
Expenses
$49,865,919
Net Income
$6,795,080
Net Assets
$37,545,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,921,907
98.7%
Investment Income $697,638
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$314,737
Net Inventory Sales $0
Other Revenue $356,191
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $419,637
0.8%
Assets/Debt
Total Assets $39,196,314
Total Liabilities $1,650,640
Net Assets $37,545,674
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $204,733 $114,425
Edmund J Bransfield (Co Chair) $0 $0 $0
Thomas J Klingenberg (Trustee) $0 $130,217 $84,857
Roeland F Hoeke (Trustee) $0 $0 $0
Patrick F Doyle (Trustee) $0 $123,908 $83,776
Richard Borradaile P (Trustee) $0 $0 $0
Charles J Burket P (Trustee) $0 $124,876 $83,797
Ernest J Menold (Trustee) $0 $0 $0
Bryan Bush (Trustee) $0 $129,149 $85,093
Matthew Sano (Trustee) $0 $0 $0
Steven R Thomas (Administrator) $0 $112,104 $75,553
Joseph Hazeski Iii (Asst Administrator) $0 $111,851 $90,145

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,098,638
Expenses
$53,804,085
Net Income
-$6,705,447
Net Assets
$31,619,169
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,266,597
91.9%
Investment Income $859,907
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,804,235
6.0%
Net Inventory Sales $0
Other Revenue $167,899
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $334,701
0.6%
Assets/Debt
Total Assets $32,846,152
Total Liabilities $1,226,983
Net Assets $31,619,169
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $201,447 $107,904
Edmund J Bransfield (Co Chair) $0 $0 $0
Thomas J Klingenberg (Trustee) $0 $126,611 $81,362
Roeland F Hoeke (Trustee) $0 $0 $0
Patrick F Doyle (Trustee) $0 $121,999 $79,715
Richard Borradaile (Trustee) $0 $0 $0
Charles J Burket (Trustee) $0 $123,361 $79,997
Ernest J Menold (Trustee) $0 $0 $0
Steven R Thomas (Administrator) $0 $127,462 $84,179
Joseph Hazeski Iii (Asst Administrator) $0 $108,576 $85,130

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,970,426
Expenses
$51,624,369
Net Income
-$10,653,943
Net Assets
$39,478,281
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,350,320
91.2%
Investment Income $1,272,248
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,237,970
5.5%
Net Inventory Sales $0
Other Revenue $109,888
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $324,230
0.6%
Assets/Debt
Total Assets $41,540,566
Total Liabilities $2,062,285
Net Assets $39,478,281
Compensation
Key Employees and Officers Compensation Related Other
Gary J Masino (Co Chair) $0 $197,111 $107,903
Edmund J Bransfield (Co Chair) $0 $0 $0
Thomas J Klingenberg (Trustee) $0 $121,446 $81,362
Roeland F Hoeke (Trustee) $0 $0 $0
Patrick F Doyle (Trustee) $0 $118,609 $79,714
Richard Borradaile (Trustee) $0 $0 $0
Charles J Burket (Trustee) $0 $119,726 $79,997
Ernest J Menold (Trustee) $0 $0 $0
Steven R Thomas (Administrator) $0 $126,097 $84,829

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,720,529
Expenses
$44,200,219
Net Income
-$5,479,690
Net Assets
$51,007,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,827,731
87.4%
Investment Income $1,858,610
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,937,096
7.6%
Net Inventory Sales $0
Other Revenue $97,092
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $205,774
0.5%
Assets/Debt
Total Assets $52,534,804
Total Liabilities $1,527,085
Net Assets $51,007,719

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,473,783
Expenses
$43,677,711
Net Income
-$2,203,928
Net Assets
$48,248,953
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,773,181
93.5%
Investment Income $2,225,094
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $475,508
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $262,779
0.6%
Assets/Debt
Total Assets $55,145,433
Total Liabilities $6,896,480
Net Assets $48,248,953

Document Links

Fiscal Year Ending April
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,623,171
Expenses
$39,213,730
Net Income
$409,441
Net Assets
$49,463,205
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,438,845
92.0%
Investment Income $2,226,774
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $920,382
2.3%
Net Inventory Sales $0
Other Revenue $37,170
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $222,160
0.6%
Assets/Debt
Total Assets $54,588,064
Total Liabilities $5,124,859
Net Assets $49,463,205

Document Links

Fiscal Year Ending April
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 April
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 April
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 April
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 April
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 April
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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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