Nonprofit · EIN 20-3804404
SHEET METAL WORKERS HEALTH PLAN
Tax-exempt · GOODLETTSVLLE, TN 37070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,749,274 | $3,625,546 | $2,123,728 | $23,480,310 | $16,501 | $23,463,809 |
| December 31, 2023 | 990 | $5,163,639 | $3,672,837 | $1,490,802 | $21,230,819 | $15,862 | $21,214,957 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,439,365
- Investment income
- $1,309,909
- Net gain from sales of assets
- $355,769
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,244,300
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $16,311
- Accounting fees
- $20,400
Balance sheet and other
- Total assets, start of year
- $21,230,819
- Total assets, end of year
- $23,480,310
- Total liabilities, end of year
- $16,501
- Net assets, end of year
- $23,463,809
- Publicly traded securities
- $22,202,063
- Gross receipts
- $6,217,250
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- TN
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 |
|---|---|---|---|---|---|
| MICHAEL COLEMAN | TRUSTEE Trustee or director | 1 | $0 | $511,753 | $54,549 |
| LORI WOOD | TRUSTEE Trustee or director | 1 | $0 | $330,555 | $86,405 |
| DAN MCCALLUM | TRUSTEE Trustee or director | 1 | $0 | $305,408 | $88,725 |
| KENNETH COLOMBO | CHAIRMAN/TRUSTEE Trustee or director | 1 | $0 | $271,085 | $97,939 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL COLEMAN | TRUSTEE Trustee or director | 1 | $0 | $417,333 | $34,885 |
| DAN MCCALLUM | TRUSTEE Trustee or director | 1 | $0 | $272,621 | $89,235 |
| LORI WOOD | TRUSTEE Trustee or director | 1 | $0 | $277,251 | $81,945 |
| KENNETH COLOMBO | CHAIRMAN/TRUSTEE Trustee or director | 1 | $0 | $187,703 | $90,219 |
| JOSEPH SELLERS JR | TRUSTEE - FORMER Trustee or director | 1 | $0 | $210,295 | $29,343 |
Address and contacts
- Address (IRS master file)
- PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
- In care of
- % BOARD OF TRUSTEES
- Principal officer (990 for 2024)
- KENNETH COLOMBO, 2001 CALDWELL DRIVE, GOODLETTSVILLE, TN 37072
- Signed the 990
- KENNETH COLOMBO, CHAIRMAN
- Phone
- (615) 859-0313
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
THE PLAN'S PRIMARY MISSION IS TO PROVIDE AND MAINTAIN MEDICAL, DENTAL, VISION AND RELATED BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE PLAN.
Program accomplishments
- THE PLAN PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION AND OTHER CLASSES OF EMPLOYEES WHO ARE EMPLOYED BY A CONTRIBUTING EMPLOYER, BUT NOT REPRESENTED IN COLLECTIVE BARGAINING BY THE SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION.
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
- 20-3804404
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $23,480,310
- Income (IRS master file)
- $6,217,250
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,749,274 | $3,625,546 | $23,480,310 | XML |
| 990 | December 2023 | $5,163,639 | $3,672,837 | $21,230,819 | XML |
| 990 | December 2022 | $5,048,486 | $3,459,525 | $18,650,193 | 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 20-3804404).
Questions about SHEET METAL WORKERS HEALTH PLAN
- What is the EIN of SHEET METAL WORKERS HEALTH PLAN?
- The employer identification number (EIN) of SHEET METAL WORKERS HEALTH PLAN is 20-3804404.
- Is SHEET METAL WORKERS HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to SHEET METAL WORKERS HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS HEALTH PLAN 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 PLAN 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 SHEET METAL WORKERS HEALTH PLAN 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 SHEET METAL WORKERS HEALTH PLAN?
- The 990 for the year ended December 31, 2024 names KENNETH COLOMBO.
- Who are the officers and directors of SHEET METAL WORKERS HEALTH PLAN?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS HEALTH PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,749,274, expenses of $3,625,546 and total assets of $23,480,310 at year end.
Other nonprofits in GOODLETTSVLLE
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- SOUTHWEST LABORERS HEALTH AND WELFARE PLAN EIN 74-6104544 · last filed 990 for 2024
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- SOUTHERN BENEFIT HEALTH PLAN EIN 38-7136424 · last filed 990 for 2024
- BMWE HEALTH AND WELFARE PLAN FOR OCCUPATIONALLY DISABLED MEMBERS EIN 41-2122976 · last filed 990 for 2024
- ATLANTA IRONWORKERS LOCAL 387 WELFARE FUND EIN 47-2135622 · last filed 990 for 2025
- TENNESSEE ORDER OF THE EASTERN STAR EIN 62-1019898 · last filed 990-N for 2025
- SOUTHERN DISTRICT UBC HEALTH TRUST EIN 74-6075997 · last filed 990 for 2024
All nonprofits in GOODLETTSVLLE · Tennessee · Mutual and membership benefit