Sheet Metal Workers Local 27 Educational Trust Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 615,521 | 894,294 | −278,773 | 17.5 | 57% |
| 2012 | 595,736 | 890,323 | −294,587 | 13.9 | 55% |
| 2013 | 648,428 | 836,359 | −187,931 | 12.0 | 52% |
| 2014 | 717,594 | 740,505 | −22,911 | 13.2 | 64% |
| 2015 | 841,122 | 722,261 | 118,861 | 15.1 | 73% |
| 2016 | 1,013,495 | 832,596 | 180,899 | 15.7 | 66% |
| 2017 | 1,098,794 | 866,159 | 232,635 | 18.6 | 67% |
| 2018 | 1,370,880 | 1,204,033 | 166,847 | 11.3 | 55% |
| 2019 | 1,386,093 | 1,270,188 | 115,905 | 12.2 | 37% |
| 2020 | 1,110,652 | 1,114,807 | −4,155 | 14.4 | 38% |
| 2021 | 1,377,560 | 1,206,362 | 171,198 | 14.9 | 39% |
| 2022 | 1,391,614 | 1,302,339 | 89,275 | 13.6 | 39% |
| 2023 | 1,478,657 | 1,365,540 | 113,117 | 14.6 | 39% |
In its most recent public year (2023), this organization brought in $113,117 more than it spent. Its reserves stood at about 14.6 months of spending, down from 17.5 in 2011. Staff pay was 39% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Sheet Metal Workers Local 27 Educational Trust Fund's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works