Nonprofit · EIN 31-4397633
SHEET METAL WORKER LOCAL 98 WELFARE FUND
Tax-exempt · ONA, WV 25545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,509,909 | $12,036,160 | $4,473,749 | $18,025,465 | $257,378 | $17,768,087 |
| December 31, 2023 | 990 | $10,782,479 | $8,514,943 | $2,267,536 | $13,120,627 | $145,180 | $12,975,447 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,087,092
- Investment income
- $422,817
- Net gain from sales of assets
- $36,513
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $10,939,491
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $41,896
- Accounting fees
- $26,005
- Travel
- $3,933
Balance sheet and other
- Total assets, start of year
- $13,120,627
- Total assets, end of year
- $18,025,465
- Total liabilities, end of year
- $257,378
- Net assets, end of year
- $17,768,087
- Publicly traded securities
- $7,847,026
- Net assets without donor restrictions
- $17,768,087
- Gross receipts
- $20,146,812
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1954
- State of legal domicile
- OH
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 |
|---|---|---|---|
| CLINTON UHRIG | TRUSTEE Trustee or director | 2 | $0 |
| JEFF ROWE | TRUSTEE Trustee or director | 2 | $0 |
| CW PARK | TRUSTEE Trustee or director | 2 | $0 |
| BOB BILLINGS | TRUSTEE Trustee or director | 2 | $0 |
| RODNEY FRENCH | TRUSTEE Trustee or director | 2 | $0 |
| RONALD WILBURN | TRUSTEE Trustee or director | 2 | $0 |
| KEVIN MIRLISENA | TRUSTEE Trustee or director | 2 | $0 |
| JEFF HUNLEY | CHAIRMAN Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLINTON UHRIG | TRUSTEE Trustee or director | 2 | $0 |
| JEFF ROWE | TRUSTEE Trustee or director | 2 | $0 |
| CW PARK | SECRETARY Trustee or director | 2 | $0 |
| BOB BILLINGS | TRUSTEE Trustee or director | 2 | $0 |
| RODNEY FRENCH | TRUSTEE Trustee or director | 2 | $0 |
| RONALD WILBURN | TRUSTEE Trustee or director | 2 | $0 |
| KEVIN MIRLISENA | TRUSTEE Trustee or director | 2 | $0 |
| JEFF HUNLEY | CHAIRMAN Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 9200 US ROUTE 60, ONA, WV 25545-7417
- Principal officer (990 for 2024)
- JEFF ROWE, 3035 LAMB AVENUE, COLUMBUS, OH 43219
- Signed the 990
- JEFF ROWE, TRUSTEE
- Phone
- (304) 525-0331
- Return prepared by
- GRAY GRIFFITH & MAYS AC
Mission
PROVIDE MEDICAL, DENTAL, VISION, MEDICATIONS, LIFE INSURANCE, & DISABILITY BENEFITS TO UNION MEMBERS.
Program accomplishments
- PROVIDE MEDICAL, DENTAL, VISION, MEDICATIONS, LIFE INSURANCE, & DISABILITY BENEFITS TO UNION MEMBERS.Expenses $12,238,245 · revenue $16,123,605
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
- 31-4397633
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $18,025,465
- Income (IRS master file)
- $20,146,812
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,509,909 | $12,036,160 | $18,025,465 | XML |
| 990 | December 2023 | $10,782,479 | $8,514,943 | $13,120,627 | XML |
| 990 | December 2022 | $11,944,476 | $13,651,735 | $14,847,191 | 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 31-4397633).
Questions about SHEET METAL WORKER LOCAL 98 WELFARE FUND
- What is the EIN of SHEET METAL WORKER LOCAL 98 WELFARE FUND?
- The employer identification number (EIN) of SHEET METAL WORKER LOCAL 98 WELFARE FUND is 31-4397633.
- Is SHEET METAL WORKER LOCAL 98 WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to SHEET METAL WORKER LOCAL 98 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKER LOCAL 98 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 SHEET METAL WORKER LOCAL 98 WELFARE 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 SHEET METAL WORKER LOCAL 98 WELFARE 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 SHEET METAL WORKER LOCAL 98 WELFARE FUND?
- The 990 for the year ended December 31, 2024 names JEFF ROWE.
- Who are the officers and directors of SHEET METAL WORKER LOCAL 98 WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKER LOCAL 98 WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,509,909, expenses of $12,036,160 and total assets of $18,025,465 at year end.
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