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Nonprofit · EIN 48-0943228

SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND

Tax-exempt · WICHITA, KS 67213

Financials

$135K$84K2022$148K$64K2023$180K$65K2024
Revenue Expenses · by fiscal year end
Financials of SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$179,678$64,894$114,784$978,838$654$978,184
April 30, 2024990$147,989$64,384$83,605$876,731$1,126$875,605
April 30, 2023990$134,785$84,226$50,559$739,252$876$738,376
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$111,856
Investment income
$67,822
Net gain from sales of assets
$36,697
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$36,850
Salaries, compensation and benefits (total)
$557
Professional fundraising fees
$0
Legal fees
$9,878
Accounting fees
$9,000
Program services (functional)
$37,407
Management and general (functional)
$27,487

Balance sheet and other

Total assets, start of year
$876,731
Total assets, end of year
$978,838
Total liabilities, end of year
$654
Net assets, end of year
$978,184
Publicly traded securities
$488,324
Gross receipts
$383,929
Employees
6
Year formed
1970
State of legal domicile
KS

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFF TOWNSENDCHAIRMAN
Trustee or director
1$0$88,524$55,708
MIKE PORCHTRUSTEE
Trustee or director
1$0$0$0
JOE SAMIASECRETARY
Trustee or director
1$0$0$0
ANDREW SCHRADERTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended April 30, 2024: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFF TOWNSENDCHAIRMAN
Trustee or director
1$0$87,076$53,991
MARK JOHNSONTRUSTEE
Trustee or director
1$0$0$0
JOE SAMIASECRETARY
Trustee or director
1$0$0$0
ANDREW SCHRADERTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended April 30, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFF TOWNSENDCHAIRMAN
Trustee or director
1$0$87,380$53,138
MARK JOHNSONTRUSTEE
Trustee or director
1$0$0$0
JOE SAMIASECRETARY
Trustee or director
1$0$0$0
ANDREW SCHRADERTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1723 S SOUTHWEST BLVD, WICHITA, KS 67213-1433
Principal officer (990 for 2024)
JEFF TOWNSEND, 1723 SOUTHWEST BLVD, WICHITA, KS 672131433
Signed the 990
JEFF TOWNSEND, CHAIRMAN
Phone
(316) 941-4313
Return prepared by
MORROW & CO LLC

Mission

TO PROVIDE DISABILITY BENEFITS, LIFE, ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE, AND RETIREE HEALTH BENEFITS FOR MEMBERS AND RETIREES.

990 for the year ended April 30, 2025

Program accomplishments

  • THE PLAN WAS FORMED BY AN AGREEMENT BETWEEN THE ASSOCIATION OF MECHANICAL & SHEET METAL CONTRACTORS OF KANSAS AND LOCAL UNION 29 OF WICHITA, KS. THE PLAN COVERS ALL MEMBERS OF THE UNION EMPLOYED UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT WITH THE MEMBERS OF THE CONTRACTORS' ASSOCIATION. THE PLAN IS SUBJECT TO THE PROVISIONS OF ERISA AS AMENDED. THE PURPOSE OF THE PLAN IS TO PROVIDE DISABILITY, LIFE, ACCIDENTAL DEATH & DISMEMBERSMENT INSURANCE, AND RETIREE HEALTH INSURANCE BENEFITS FOR MEMBERS AND RETIREES.

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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
48-0943228
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2007
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$978,838
Income (IRS master file)
$383,929

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$179,678$64,894$978,838XML
990April 2024$147,989$64,384$876,731XML
990April 2023$134,785$84,226$739,252XML
990April 2022$142,671$88,418$702,894IRS
990April 2021–––IRS
990April 2019–––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 48-0943228).

Questions about SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND

What is the EIN of SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND?
The employer identification number (EIN) of SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND is 48-0943228.
Is SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
Are donations to SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME 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 SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND?
The 990 for the year ended April 30, 2025 names JEFF TOWNSEND.
Who are the officers and directors of SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND?
The 990 for the year ended April 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SHEETMETAL WORKERS LOCAL UNION NO 29 LONG TERM DISABLTY INCOME FUND have?
On its 990 for the year ended April 30, 2025 it reported revenue of $179,678, expenses of $64,894 and total assets of $978,838 at year end.

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