Nonprofit · EIN 16-0760551
SHEET METAL WORKERS HEALTH FUND
Tax-exempt · ROCHESTER, NY 14624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,121,173 | $8,400,680 | $720,493 | $13,496,783 | $357,295 | $13,139,488 |
| June 30, 2024 | 990 | $8,438,877 | $7,292,365 | $1,146,512 | $12,732,866 | $376,588 | $12,356,278 |
| June 30, 2023 | 990 | $8,202,119 | $6,618,374 | $1,583,745 | $11,440,881 | $474,650 | $10,966,231 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,271,323
- Investment income
- $669,100
- Net gain from sales of assets
- $242,659
- Other revenue
- $180,750
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,046,727
- Other salaries and wages
- $174,112
- Salaries, compensation and benefits (total)
- $312,188
- Professional fundraising fees
- $0
- Legal fees
- $63,442
- Accounting fees
- $53,047
- Occupancy
- $34,892
- Depreciation
- $12,495
Balance sheet and other
- Total assets, start of year
- $12,732,866
- Total assets, end of year
- $13,496,783
- Total liabilities, end of year
- $357,295
- Net assets, end of year
- $13,139,488
- Land, buildings and equipment
- $9,377
- Publicly traded securities
- $8,866,066
- Gross receipts
- $18,165,372
- Employees
- 3
- Volunteers
- 0
- Year formed
- 1950
- 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 |
|---|---|---|---|
| ANTHONY VALENTI JR | TRUSTEE Trustee or director | 1 | $0 |
| KATE HILDEBRANDT | TRUSTEE Trustee or director | 1 | $0 |
| GAVIN VOGT | TRUSTEE Trustee or director | 1 | $0 |
| JOHN PATTERSON | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MCARDLE | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN PERNA | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY VALENTI JR | TRUSTEE AS OF 8/2024 Trustee or director | 1 | $0 |
| KATE HILDEBRANDT | TRUSTEE Trustee or director | 1 | $0 |
| GAVIN VOGT | TRUSTEE Trustee or director | 1 | $0 |
| JOHN PATTERSON | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MCARDLE | TRUSTEE Trustee or director | 1 | $0 |
| STEFAN PALLUCONI | TRUSTEE UNTIL 8/2024 Trustee or director | 1 | $0 |
| TROY MILNE | TRUSTEE/FUND MANAGER UNTIL 1/2025 Trustee or director | 40 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TROY MILNE | TRUSTEE/FUND MANAGER Trustee or director | 40 | $0 |
| GAVIN VOGT | TRUSTEE Trustee or director | 1 | $0 |
| STEFAN PALLUCONI | TRUSTEE Trustee or director | 1 | $0 |
| JOHN PATTERSON | TRUSTEE Trustee or director | 1 | $0 |
| KATE HILDEBRANDT | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MCARDLE | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 244 PAUL ROAD, ROCHESTER, NY 14624-4992
- Principal officer (990 for 2024)
- ANTHONY VALENTI JR, 244 PAUL ROAD, ROCHESTER, NY 14624
- Signed the 990
- ANTHONY VALENTI JR, TRUSTEE/FUND MANAGER
- Phone
- (585) 458-0400
- Website
- HTTP://WWW.SMW46.COM
- Return prepared by
- BONADIO & CO LLP
Mission
PROVIDE GROUP BENEFITS FOR HOSPITALIZATION, SURGICAL, AND MEDICAL CARE, LIFE, DENTAL, ACCIDENT, AND HEALTH BENEFITS FOR MEMBERS.
Program accomplishments
- PROVIDE GROUP BENEFITS FOR HOSPITALIZATION, SURGICAL AND MEDICAL CARE, LIFE, DENTAL, ACCIDENT AND HEALTH BENEFITS FOR MEMBERS.
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
- 16-0760551
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1960
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,496,783
- Income (IRS master file)
- $18,165,372
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,121,173 | $8,400,680 | $13,496,783 | XML |
| 990 | June 2024 | $8,438,877 | $7,292,365 | $12,732,866 | XML |
| 990 | June 2023 | $8,202,119 | $6,618,374 | $11,440,881 | XML |
| 990 | June 2022 | $8,170,051 | $6,788,586 | $9,329,106 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 16-0760551).
Questions about SHEET METAL WORKERS HEALTH FUND
- What is the EIN of SHEET METAL WORKERS HEALTH FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS HEALTH FUND is 16-0760551.
- Is SHEET METAL WORKERS HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
- Are donations to SHEET METAL WORKERS HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS 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 SHEET METAL WORKERS HEALTH 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 SHEET METAL WORKERS HEALTH 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 SHEET METAL WORKERS HEALTH FUND?
- The 990 for the year ended June 30, 2025 names ANTHONY VALENTI JR.
- Who are the officers and directors of SHEET METAL WORKERS HEALTH FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS HEALTH FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,121,173, expenses of $8,400,680 and total assets of $13,496,783 at year end.
Other nonprofits in ROCHESTER
- UNIVERSITY OF ROCHESTER EIN 16-0743209 · last filed 990 for 2025
- ROCHESTER GENERAL HOSPITAL EIN 16-0743134 · last filed 990 for 2024
- ROCHESTER INSTITUTE OF TECHNOLOGY EIN 16-0743140 · last filed 990 for 2025
- THE UNITY HOSPITAL OF ROCHESTER EIN 23-7221763 · last filed 990 for 2024
- HIGHLAND HOSPITAL OF ROCHESTER EIN 16-0743037 · last filed 990 for 2025
- ST JOHN FISHER UNIVERSITY EIN 16-0746864 · last filed 990 for 2025
- UNITED MEMORIAL MEDICAL CENTER EIN 16-0743029 · last filed 990 for 2024
- HERITAGE CHRISTIAN SERVICES INC EIN 22-2334190 · last filed 990 for 2024