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Nonprofit · EIN 63-0330521

SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 48

Also known as HEALTH AND WELFARE FUND

Tax-exempt · GOODLETTSVLLE, TN 37070

Financials

$3.4M$3.3M2023$5.1M$4.8M2024
Revenue Expenses · by fiscal year end
Financials of SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 48 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,105,850$4,829,444$276,406$5,424,155$94,267$5,329,888
December 31, 2023990$3,389,916$3,330,649$59,267$4,995,799$70,247$4,925,552
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$4,284,828
Investment income
$158,647
Net gain from sales of assets
$48,010
Other revenue
$662,375

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$4,383,937
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$15,775
Accounting fees
$13,750

Balance sheet and other

Total assets, start of year
$4,995,799
Total assets, end of year
$5,424,155
Total liabilities, end of year
$94,267
Net assets, end of year
$5,329,888
Publicly traded securities
$4,663,272
Gross receipts
$7,049,073
Employees
6
Volunteers
0
Year formed
1953
State of legal domicile
AL

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.

NameTitleHours / weekCompensation
JONATHAN ATCHISONTRUSTEE
Trustee or director
2$0
ROBERT BOHANNANTRUSTEE
Trustee or director
2$0
JOSHUA HUNTERTRUSTEE - PAST
Trustee or director
2$0
WILLIAM STRICKLANDTRUSTEE
Trustee or director
2$0
KENNETH TODDTRUSTEE
Trustee or director
2$0
DANIEL WALDENTRUSTEE
Trustee or director
2$0
ANDREW WHITETRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JOHNATHAN ATCHISONTRUSTEE
Trustee or director
2$0
ROBERT BOHANNANTRUSTEE
Trustee or director
2$0
JOSHUA HUNTERTRUSTEE - PA
Trustee or director
2$0
WILLIAM STRICKLANDTRUSTEE
Trustee or director
2$0
KENNETH TODDTRUSTEE
Trustee or director
2$0
DANIEL WALDENTRUSTEE
Trustee or director
2$0
ANDREW WHITETRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
Principal officer (990 for 2024)
DANIEL WALDEN, 1108 29TH STEET NORTH, BIRMINGHAM, AL 35234
Signed the 990
DANIEL WALDEN, TRUSTEE
Phone
(205) 322-9016
Return prepared by
DENT MOSES LLP

Mission

PROVIDES HEALTH CARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS

990 for the year ended December 31, 2024

Program accomplishments

  • THE FUND PROVIDES HEALTH CARE BENEFITS TO PLAN PARTICIPANTS AND THEIR BENEFICIARIES - APPROXIMATELY 231 MEMBERS SERVED

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
63-0330521
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)
$5,424,155
Income (IRS master file)
$7,049,073

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,105,850$4,829,444$5,424,155XML
990December 2023$3,389,916$3,330,649$4,995,799XML
990December 2022$4,540,592$4,419,033$4,630,333IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 63-0330521).

Questions about SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 48

What is the EIN of SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 48?
The employer identification number (EIN) of SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 48 is 63-0330521.
Is SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 48 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
Are donations to SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 48 tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 48 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 INTERNATIONAL ASSOCIATION LOCAL 48 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 INTERNATIONAL ASSOCIATION LOCAL 48 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 INTERNATIONAL ASSOCIATION LOCAL 48?
The 990 for the year ended December 31, 2024 names DANIEL WALDEN.
Who are the officers and directors of SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 48?
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 INTERNATIONAL ASSOCIATION LOCAL 48 have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,105,850, expenses of $4,829,444 and total assets of $5,424,155 at year end.

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