Nonprofit · EIN 73-6098088
SHEET METAL WORKERS-270 WELFARE FUND
Tax-exempt (reinstated) · TULSA, OK 74116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990 | $5,616,196 | $5,361,816 | $254,380 | $7,704,058 | $3,706,996 | $3,997,062 |
| January 31, 2025 | 990 | $5,303,415 | $4,532,612 | $770,803 | $6,612,803 | $3,012,888 | $3,599,915 |
| January 31, 2024 | 990 | $4,032,366 | $3,175,488 | $856,878 | $5,228,717 | $2,478,018 | $2,750,699 |
Financial details: 990 for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,289,449
- Investment income
- $326,747
- Net gain from sales of assets
- $101,885
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,763,829
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,608
- Accounting fees
- $20,677
- Depreciation
- $1,071
Balance sheet and other
- Total assets, start of year
- $6,612,803
- Total assets, end of year
- $7,704,058
- Total liabilities, end of year
- $3,706,996
- Net assets, end of year
- $3,997,062
- Land, buildings and equipment
- $1,633
- Publicly traded securities
- $3,296,328
- Gross receipts
- $6,818,850
- Employees
- 12
- Volunteers
- 0
- Year formed
- 1969
- State of legal domicile
- OK
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA CRAIG | UNION TRUSTEE, BUSINESS MANAGER/FST Trustee or director | 1 | $0 |
| RUSSELL LYNCH | UNION TRUSTEE Trustee or director | 1 | $0 |
| LEYSTON GODWIN | UNION TRUSTEE, PRESIDENT Trustee or director | 1 | $0 |
| DAVID TIDWELL | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| TERRY COLEMAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| DAN OWENS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JEREMEY JOHNSON | UNION TRUSTEE Trustee or director | 1 | $0 |
| CHARLES BENNINGFIELD | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended January 31, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA CRAIG | UNION TRUSTEE, CHAIRMAN Trustee or director | 1 | $0 |
| RUSSELL LYNCH | UNION TRUSTEE Trustee or director | 1 | $0 |
| LEYSTON GODWIN | UNION TRUSTEE, PRESIDENT Trustee or director | 1 | $0 |
| DAVID TIDWELL | EMPLOYER TRUSTEE, CO-CHAIR Trustee or director | 1 | $0 |
| TERRY COLEMAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| DAN OWENS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended January 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA CRAIG | UNION TRUSTEE, CHAIRMAN Trustee or director | 1 | $0 |
| RUSSELL LYNCH | UNION TRUSTEE Trustee or director | 1 | $0 |
| LEYSTON GODWIN | UNION TRUSTEE, PRESIDENT Trustee or director | 1 | $0 |
| DAVID TIDWELL | EMPLOYER TRUSTEE, CO-CHAIR Trustee or director | 1 | $0 |
| TERRY COLEMAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| DAN OWENS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1863 NORTH 10TH EAST AVENUE, TULSA, OK 74116-0000
- Principal officer (990 for 2025)
- JOSHUA CRAIG, 1863 NORTH 10TH EAST AVENUE, TULSA, OK 74116
- Signed the 990
- JOSHUA CRAIG, TRUSTEE
- Phone
- (918) 587-2388
- Return prepared by
- ROYLE VAZQUEZ LLP
Mission
THE PLAN PROVIDES MEDICAL, VISION, PRESCRIPTION DRUGS, DENTAL, DISABILITY, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- THE PLAN PROVIDES MEDICAL, VISION, PRESCRIPTION DRUGS, DENTAL, DISABILITY, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990 on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 73-6098088
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $7,704,058
- Income (IRS master file)
- $6,818,850
Revocation and reinstatement
- Exemption revoked
- June 15, 2010
- Posted by the IRS
- December 7, 2011
- Reinstated
- Effective June 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2026 | $5,616,196 | $5,361,816 | $7,704,058 | XML |
| 990 | January 2025 | $5,303,415 | $4,532,612 | $6,612,803 | XML |
| 990 | January 2024 | $4,032,366 | $3,175,488 | $5,228,717 | XML |
| 990 | January 2023 | $3,204,624 | $3,288,255 | $4,000,162 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | 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 73-6098088).
Questions about SHEET METAL WORKERS-270 WELFARE FUND
- What is the EIN of SHEET METAL WORKERS-270 WELFARE FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS-270 WELFARE FUND is 73-6098088.
- Is SHEET METAL WORKERS-270 WELFARE FUND tax-exempt?
- Yes. The IRS revoked its exemption on June 15, 2010 and reinstated it effective June 15, 2010.
- Are donations to SHEET METAL WORKERS-270 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS-270 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-270 WELFARE FUND due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEET METAL WORKERS-270 WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2026.
- Who is the principal officer of SHEET METAL WORKERS-270 WELFARE FUND?
- The 990 for the year ended January 31, 2026 names JOSHUA CRAIG.
- Who are the officers and directors of SHEET METAL WORKERS-270 WELFARE FUND?
- The 990 for the year ended January 31, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS-270 WELFARE FUND have?
- On its 990 for the year ended January 31, 2026 it reported revenue of $5,616,196, expenses of $5,361,816 and total assets of $7,704,058 at year end.
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