2026-07-02T09:17:26-05:00 2025-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2025-01-01 043408135 SHEET METAL AIR RAIL & TRANSPORTATION WORKERS LOCAL 63 LABOR MANAGEMENT COOPER SHEE 6178981301 1157 ADAMS STREET 2ND FLOOR DORCHESTER MA 02124 RICHARD KEOGH ADMINISTRATOR 6178981301 2026-07-01 1 JEANNIE MICKEL P01058630 9789751099 2025 2025-03-06 01:10:19Z RICHARD KEOGH 1157 ADAMS STREET 2ND FLOOR DORCHESTER MA 02124 1046944 0 X N/A X 1997 MA THE FUND IDENTIFIES AND EXPANDS WORK OPPORTUNITIES FOR MEMBER SHEET METAL WORKERS AND EMPLOYERS IN MASSACHUSETTS AND VERMONT THROUGH FUNDING UNION BENEFIT COSTS FOR EMPLOYERS. 2 2 0 0 0 0 0 0 812063 970310 38688 76634 0 0 850751 1046944 0 0 184469 925688 0 0 0 0 0 4805 9196 189274 934884 661477 112060 2253052 2365112 0 0 2253052 2365112 THE FUND IDENTIFIES AND EXPANDS WORK OPPORTUNITIES FOR MEMBER SHEET METAL WORKERS AND EMPLOYERS IN MASSACHUSETTS AND VERMONT THROUGH FUNDING UNOIN COSTS FOR EMPLOYERS. 0 0 925688 970310 TO PROMOTE UNION CONTRACTS AND WORK OPPORTUNITIES 925688 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X X RICHARD KEOGH 6178981301 1157 ADAMS STREET DORCHESTER MA 02124 X MICHAEL LAFLEUR TRUSTEE 1.00 X 0 0 0 DANIEL KLEEBERG TRUSTEE 1.00 X 0 0 0 THOMAS GUNNING TRUSTEE 1.00 X 0 0 0 RUSSELL BARTASH TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 ER CONTRIBUTIONS 525100 970310 970310 970310 76634 76634 1046944 970310 0 76634 925688 925688 6312 6312 2884 2884 934884 925688 9196 0 91456 0 2161596 2365112 2253052 2365112 0 0 X 2253052 2365112 2253052 2365112 2253052 2365112 112060 0 X X 1 X 0 1 0 0 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNION AND RECOGNIZED A TAX LIABILITY (OR ASSET) IF THE UNION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMEBER ARE SMART NORTHEAST REGIONAL COUNCIL AND THE COMPANIES THAT EMPLOY THOSE MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 SMART NORTHEAST REGOINAL COUNCIL ELECTS ONE OF THE TRUSTEES AND THE OTHER TRUSTEES ARE ELECTED BY THE COMPANIES. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS DO NOT APPROVE DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 6 UNPON DISOLUTION OF THE ORGANIZATION ANY FUNDS AVAILABLE WOULD BE TURNED OVER TO THE SMART NORTHEAST REGIONAL COUNCIL. FORM 990, PART VI, SECTION A, LINE 7A ONE TRUSTEE IS APPOINTED BY THE SMART NORTHEAST REGIONAL COUNCIL AND ONE TRUSTEE IS APPOINTED BY THE COMPANY'S MANAGEMENT OF THE COMPANIES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES REVIEW THE RETURN AT MONTHLY MEETING FORM 990, PART VI, SECTION B, LINE 11B 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THE AS OF DECEMBER 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE TRUSTEES SIGN A DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE TRUSTEES SMART NORTHEAST REGIONAL COUNCIL 501 (C) (5) 1157 ADAMS STREET STE 2 DORCHESTER MA 02124 862091145 REGIONAL OFFICE MA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0