Nonprofit · EIN 13-6211854
METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND
Also known as WELFARE FUND
Tax-exempt · LONG ISLAND CITY, NY 11101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $91,937,788 | $93,017,098 | -$1,079,310 | $49,504,510 | $110,573 | $49,393,937 |
| June 30, 2024 | 990 | $87,714,667 | $87,858,135 | -$143,468 | $48,760,171 | $86,142 | $48,674,029 |
| June 30, 2023 | 990 | $81,556,463 | $79,284,881 | $2,271,582 | $46,901,845 | $85,574 | $46,816,271 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $90,054,884
- Investment income
- $1,791,774
- Other revenue
- $91,130
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $91,211,095
- Compensation of officers, directors and key employees
- $93,950
- Other salaries and wages
- $484,101
- Salaries, compensation and benefits (total)
- $1,038,764
- Professional fundraising fees
- $0
- Legal fees
- $24,999
- Accounting fees
- $33,500
- Occupancy
- $43,157
- Travel
- $7,009
- Depreciation
- $36,437
- Program services (functional)
- $91,211,095
- Management and general (functional)
- $1,806,003
Balance sheet and other
- Total assets, start of year
- $48,760,171
- Total assets, end of year
- $49,504,510
- Total liabilities, end of year
- $110,573
- Net assets, end of year
- $49,393,937
- Publicly traded securities
- $40,796,048
- Gross receipts
- $91,937,788
- Employees
- 0
- Year formed
- 1965
- State of legal domicile
- NY
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| William J Turnbull | Executive Administrator Officer | 2 | $23,209 | $440,966 | $41,320 |
| Daniel Knights | Education Director Highest-paid employee | – | $0 | $230,081 | $65,552 |
| James Ippolito | Assistant Administrator Key employee | 1 | $9,357 | $224,556 | $41,320 |
| Jason Grecco | Education Instructor Highest-paid employee | – | $0 | $188,675 | $84,731 |
| Nicholas Magna | Education Instructor Highest-paid employee | – | $0 | $186,870 | $83,917 |
| James C White | Assistant Administrator Key employee | 8 | $61,384 | $165,964 | $41,320 |
| Stephen Powers | Education Instructor Highest-paid employee | – | $0 | $183,226 | $82,341 |
| Matthew Pizzo | Education Instructor Highest-paid employee | – | $0 | $179,445 | $80,716 |
| Robert Bartels Jr | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Brain Kearney Jr | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Cliff Johnsen | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Shane McMorrow | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Scott Berger | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Dan Steffen | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Sean Dolan | Trustee Trustee or director | 2 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anthony Saporito | Trustee Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| William J Turnbull | Executive Administtrator Officer | 2 | $22,227 | $422,318 | $48,581 |
| Steven Cuadra | Education Director Key employee | – | $0 | $234,710 | $66,027 |
| James Ippolito | Assistant Administrator Key employee | 1 | $8,705 | $208,917 | $46,924 |
| James C White | Assistant Administrator Key employee | 8 | $58,378 | $157,747 | $46,924 |
| Steven Powers | Education Instructor Highest-paid employee | – | $0 | $186,250 | $56,420 |
| Daniel Knights | Education Director Highest-paid employee | – | $0 | $183,947 | $56,466 |
| Jason Grecco | Education Instructor Highest-paid employee | – | $0 | $183,879 | $56,420 |
| Matthew Pizzo | Education Instructor Highest-paid employee | – | $0 | $176,818 | $56,420 |
| Sean Driscoll | IT Director Highest-paid employee | 5 | $27,974 | $158,520 | $26,280 |
| Robert Bartels Jr | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Brain Kearney Jr | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Daniel Steffen | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Jerome Morreale | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Sean Dolan | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Clifford Johnsen | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Anthony Saporito | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Scott Berger | Trustee Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| William J Turnbull | Executive Administtrator Officer | 2 | $21,386 | $406,340 | $47,866 |
| Steven Cuadra | Education Director Key employee | – | $0 | $243,236 | $64,837 |
| James Ippolito | Assistant Administrator Key employee | 1 | $8,348 | $200,339 | $45,884 |
| James C White | Assistant Administrator Key employee | 9 | $55,077 | $148,912 | $45,884 |
| Jason Grecco | Instructor Highest-paid employee | – | $0 | $180,717 | $55,283 |
| Stephen Powers | Instructor Highest-paid employee | – | $0 | $178,468 | $55,283 |
| Daniel Knights | Education Instructor Highest-paid employee | – | $0 | $173,918 | $55,283 |
| James Coffey | Education Instructor Highest-paid employee | – | $0 | $160,988 | $55,283 |
| Sean Driscoll | IT Director Highest-paid employee | 4 | $26,704 | $151,321 | $35,432 |
| Michael Mulvaney | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Daniel Mulligan | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Jennifer Dehardt | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Jerome Morreale | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Marc Newman | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| James Sheeran | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Clifford J Ryder | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Anthony Saporito | Trustee Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 27-08 40TH AVENUE 2ND FLOOR, LONG ISLAND CITY, NY 11101-3725
- Principal officer (990 for 2024)
- Robert J Bartels, 27-08 40th Ave 2nd fl, Long Island City, NY 111013725
- Signed the 990
- Robert J Bartels, Employee Trustee
- Phone
- (212) 465-8888
- Website
- www.steamfitters.com
Mission
The Fund provides health coverage and other benefits to eligible participants in accordance with the rules and regulations of the Fund.
Program accomplishments
- Benefits paid to or for membersExpenses $91,211,095
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 13-6211854
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $49,504,510
- Income (IRS master file)
- $91,937,788
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $91,937,788 | $93,017,098 | $49,504,510 | IRS |
| 990 | June 2024 | $87,714,667 | $87,858,135 | $48,760,171 | XML |
| 990 | June 2023 | $81,556,463 | $79,284,881 | $46,901,845 | XML |
| 990 | June 2022 | $78,942,359 | $75,468,810 | $44,024,681 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 13-6211854).
Questions about METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND
- What is the EIN of METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND?
- The employer identification number (EIN) of METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND is 13-6211854.
- Is METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1969.
- Are donations to METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE 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 METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND?
- The 990 for the year ended June 30, 2025 names Robert J Bartels.
- Who are the officers and directors of METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 16 people; 3 received compensation from the organization, the highest $23,209 (William J Turnbull, Executive Administrator).
- How much revenue does METAL TRADES BRANCH LOCAL 638 HOSPITALIZATION & WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $91,937,788, expenses of $93,017,098 and total assets of $49,504,510 at year end.
Other nonprofits in LONG ISLAND CITY
- LIVEONNY INC EIN 13-2945229 · last filed 990 for 2024
- THE FORTUNE SOCIETY INC EIN 13-2645436 · last filed 990 for 2025
- STEAMFITTERS INDUSTRY WELFARE FUND BOARD OF TRUSTEES EIN 13-1545680 · last filed 990 for 2024
- MEDICAL DEBT RESOLUTION INC EIN 47-1442997 · last filed 990 for 2025
- VOLUNTARY HOSPITALS HOUSE STAFF BNFTS PLN EIN 13-3029280 · last filed 990 for 2024
- STEAMFITTERS INDUSTRY SECURITY BENEFIT FUND EIN 13-6149681 · last filed 990 for 2024
- SUNNYSIDE HOME CARE PROJECT INC EIN 11-2515996 · last filed 990 for 2025
- BOB WOODRUFF FAMILY FOUNDATION INC EIN 26-1441650 · last filed 990 for 2025