Nonprofit · EIN 06-1013879
THE SHEET METAL LOCAL NO 40 HEALTH FUND
Tax-exempt · NEW YORK, NY 10018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,230,717 | $7,822,115 | $1,408,602 | $6,604,977 | $1,268,663 | $5,336,314 |
| December 31, 2023 | 990 | $8,345,764 | $7,421,853 | $923,911 | $4,404,573 | $476,861 | $3,927,712 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,907,988
- Investment income
- $65,683
- Other revenue
- $257,046
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,065,934
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $34,280
- Accounting fees
- $39,273
Balance sheet and other
- Total assets, start of year
- $4,404,573
- Total assets, end of year
- $6,604,977
- Total liabilities, end of year
- $1,268,663
- Net assets, end of year
- $5,336,314
- Publicly traded securities
- $877,684
- Gross receipts
- $9,230,717
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1949
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN NIMMONS | LABOR TRUSTEE Trustee or director | 0.3 | $0 | $137,409 | $109,285 |
| FRED DESCY | LABOR TRUSTEE Trustee or director | 0.3 | $0 | $123,168 | $106,863 |
| JOHN M BEAL | LABOR TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| KENNETH R KLEEBERG | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LYNNE A KLEEBERG | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOHN LUCCHESSI | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JASON SHERMAN | LABOR TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MICHAEL THOMPSON | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN NIMMONS | LABOR TRUSTEE Trustee or director | 0.3 | $0 | $133,512 | $107,582 |
| FRED DESCY | LABOR TRUSTEE Trustee or director | 0.3 | $0 | $117,121 | $104,795 |
| JASON SHERMAN | LABOR TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOHN M BEAL | LABOR TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| MICHAEL THOMPSON | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LYNNE A KLEEBERG | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| KENNETH R KLEEBERG | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOHN LUCCHESSI | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1040 AVENUE OF THE AMERICAS 24TH FL, NEW YORK, NY 10018-3726
- In care of
- % ZENITH AMERICAN SOLUTIONS
- Principal officer (990 for 2024)
- JOHN NIMMONS, 1040 AVE OF THE AMERICAS 24TH FLR, NEW YORK, NY 100183726
- Signed the 990
- JOHN NIMMONS, TRUSTEE
- Phone
- (212) 505-5050
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE HEALTH (MEDICAL, DENTAL, VISION, AND PRESCRIPTION), LIFE, ACCIDENTAL DEATH & DISMEMBERMENT COVERAGE AND DISABILITY BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS WHO WORK, OR WORKED, IN THE SHEET METAL INDUSTRY AS MEMBERS OF LOCAL 40, OR WHO WORKED IN SUPPORT OF THE INDUSTRY.
Program accomplishments
- TO PROVIDE MAJOR MEDICAL, HOSPITALIZATION, DISABILITY, LIFE INSURANCE, AND OTHER HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS OF THIS FUND AND THEIR BENEFICIARIES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1013879
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,604,977
- Income (IRS master file)
- $9,230,717
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,230,717 | $7,822,115 | $6,604,977 | IRS |
| 990 | December 2023 | $8,345,764 | $7,421,853 | $4,404,573 | XML |
| 990 | December 2022 | $7,762,071 | $7,445,404 | $3,441,105 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1013879).
Questions about THE SHEET METAL LOCAL NO 40 HEALTH FUND
- What is the EIN of THE SHEET METAL LOCAL NO 40 HEALTH FUND?
- The employer identification number (EIN) of THE SHEET METAL LOCAL NO 40 HEALTH FUND is 06-1013879.
- Is THE SHEET METAL LOCAL NO 40 HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to THE SHEET METAL LOCAL NO 40 HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE SHEET METAL LOCAL NO 40 HEALTH FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE SHEET METAL LOCAL NO 40 HEALTH FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SHEET METAL LOCAL NO 40 HEALTH FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE SHEET METAL LOCAL NO 40 HEALTH FUND?
- The 990 for the year ended December 31, 2024 names JOHN NIMMONS.
- Who are the officers and directors of THE SHEET METAL LOCAL NO 40 HEALTH FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does THE SHEET METAL LOCAL NO 40 HEALTH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,230,717, expenses of $7,822,115 and total assets of $6,604,977 at year end.
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