Nonprofit · EIN 34-6751847
SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND
Tax-exempt · CANFIELD, OH 44406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,741,247 | $4,297,530 | $443,717 | $14,193,588 | $29,378 | $14,164,210 |
| December 31, 2023 | 990 | $4,480,479 | $2,783,453 | $1,697,026 | $13,402,464 | $438,884 | $12,963,580 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,013,832
- Investment income
- $538,519
- Net gain from sales of assets
- $104,243
- Other revenue
- $188,896
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,592,974
- Salaries, compensation and benefits (total)
- $5,587
- Professional fundraising fees
- $0
- Legal fees
- $35,528
- Accounting fees
- $11,800
Balance sheet and other
- Total assets, start of year
- $13,402,464
- Total assets, end of year
- $14,193,588
- Total liabilities, end of year
- $29,378
- Net assets, end of year
- $14,164,210
- Publicly traded securities
- $13,495,768
- Gross receipts
- $5,128,689
- Employees
- 9
- Volunteers
- 0
- Year formed
- 1976
- 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 | From related orgs |
|---|---|---|---|---|
| JESSE WRIGHT | TRUSTEE Trustee or director | 1 | $0 | $106,285 |
| ROB BODNAR | CO-CHAIRMAN Trustee or director | 1 | $0 | $0 |
| ADAM FROELICH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN REILLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS STELLATO THRU 224 | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEREMY SMITH | CO-CHAIRMAN Trustee or director | 1 | $0 | $0 |
| MATTHEW YURCHISON AS OF 524 | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JESSE WRIGHT | TRUSTEE Trustee or director | 1 | $0 | $88,261 |
| ROB BODNAR | CO-CHAIRMAN Trustee or director | 1 | $0 | $0 |
| ADAM FROELICH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN REILLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS STELLATO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEREMY SMITH | CO-CHAIRMAN Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3660 STUTZ DR STE 101, CANFIELD, OH 44406-8149
- Principal officer (990 for 2024)
- ROB BODNAR, 3660 STUTZ DRIVE SUITE 101, CANFIELD, OH 44406
- Signed the 990
- AUTHORIZED OFFICER, TRUSTEE
- Phone
- (330) 270-0453
- Return prepared by
- PACKER THOMAS
Mission
TO PROVIDE PAYMENT OF MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDE MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.
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
- 34-6751847
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $14,193,588
- Income (IRS master file)
- $5,128,689
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,741,247 | $4,297,530 | $14,193,588 | XML |
| 990 | December 2023 | $4,480,479 | $2,783,453 | $13,402,464 | XML |
| 990 | December 2022 | $4,270,602 | $3,664,670 | $11,493,480 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 34-6751847).
Questions about SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND
- What is the EIN of SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND is 34-6751847.
- Is SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS LOCAL NO 33 HEALTH & 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 WORKERS LOCAL NO 33 HEALTH & 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 WORKERS LOCAL NO 33 HEALTH & 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 WORKERS LOCAL NO 33 HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 names ROB BODNAR.
- Who are the officers and directors of SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,741,247, expenses of $4,297,530 and total assets of $14,193,588 at year end.
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