Nonprofit · EIN 52-1466749
SHEET METAL WORKERS NATIONAL HEALTH FUND
Tax-exempt · GOODLETTSVLLE, TN 37070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $72,514,098 | $62,885,678 | $9,628,420 | $69,051,984 | $226,389 | $68,825,595 |
| December 31, 2023 | 990 | $63,933,122 | $55,422,978 | $8,510,144 | $57,307,376 | $328,866 | $56,978,510 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $71,197,704
- Investment income
- $1,316,394
- Net gain from sales of assets
- -$1,136,822
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $59,701,758
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $80,287
- Accounting fees
- $35,000
- Travel
- $59,891
Balance sheet and other
- Total assets, start of year
- $57,307,376
- Total assets, end of year
- $69,051,984
- Total liabilities, end of year
- $226,389
- Net assets, end of year
- $68,825,595
- Publicly traded securities
- $55,365,533
- Gross receipts
- $88,262,867
- Employees
- 53
- Volunteers
- 0
- Year formed
- 1983
- 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 | 2 | $0 | $511,753 | $54,549 |
| CHRISTIAN FULLER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LANCE E FOUT | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BILL KENYON | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BART BLEDSOE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRENT BERTRAND | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN OEDING | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL COLEMAN | TRUSTEE Trustee or director | 2 | $0 | $417,333 | $34,885 |
| CHRISTIAN FULLER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LANCE E FOUT | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BILL KENYON | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BART BLEDSOE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRENT BERTRAND | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL VERGES | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
- Principal officer (990 for 2024)
- BART BLEDSOE, 2001 CALDWELL DRIVE, GOODLETSVILLE, TN 37072
- Signed the 990
- BART BLEDSOE, TRUSTEE
- Phone
- (615) 859-0131
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE HEALTH INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS ALONG WITH SUPPLEMENTAL MEDICARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.
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
- 52-1466749
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $69,051,984
- Income (IRS master file)
- $88,262,867
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $72,514,098 | $62,885,678 | $69,051,984 | XML |
| 990 | December 2023 | $63,933,122 | $55,422,978 | $57,307,376 | XML |
| 990 | December 2022 | $58,308,344 | $62,593,124 | $45,933,774 | 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 52-1466749).
Questions about SHEET METAL WORKERS NATIONAL HEALTH FUND
- What is the EIN of SHEET METAL WORKERS NATIONAL HEALTH FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS NATIONAL HEALTH FUND is 52-1466749.
- Is SHEET METAL WORKERS NATIONAL HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Are donations to SHEET METAL WORKERS NATIONAL HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS NATIONAL 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 NATIONAL HEALTH 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 NATIONAL HEALTH 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 NATIONAL HEALTH FUND?
- The 990 for the year ended December 31, 2024 names BART BLEDSOE.
- Who are the officers and directors of SHEET METAL WORKERS NATIONAL HEALTH 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 NATIONAL HEALTH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $72,514,098, expenses of $62,885,678 and total assets of $69,051,984 at year end.
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- TENNESSEE VOICES FOR CHILDREN EIN 62-1576400 · last filed 990 for 2025
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