Nonprofit · EIN 85-6011542
SHEET METAL WORKERS-49 WELFARE FUND
Tax-exempt · PHOENIX, AZ 85027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $6,468,390 | $6,221,217 | $247,173 | $13,608,047 | $47,002 | $13,561,045 |
| March 31, 2024 | 990 | $7,413,012 | $7,170,094 | $242,918 | $13,201,220 | $44,623 | $13,156,597 |
| March 31, 2023 | 990 | $5,676,846 | $4,954,541 | $722,305 | $12,560,829 | $189,588 | $12,371,241 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,995,591
- Investment income
- $472,799
- Net gain from sales of assets
- $59,028
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,365,359
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $4,459
- Professional fundraising fees
- $0
- Legal fees
- $61,684
- Accounting fees
- $16,721
Balance sheet and other
- Total assets, start of year
- $13,201,220
- Total assets, end of year
- $13,608,047
- Total liabilities, end of year
- $47,002
- Net assets, end of year
- $13,561,045
- Publicly traded securities
- $10,644,728
- Gross receipts
- $9,898,571
- Employees
- 0
- Year formed
- 1954
- State of legal domicile
- NM
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARRY WILLIS | Chairman Trustee or director | 2 | $0 |
| Shawn Smith | Trustee Trustee or director | 2 | $0 |
| Isaiah Zemke | Trustee Trustee or director | 2 | $0 |
| TONY KOCUREK | Trustee Trustee or director | 2 | $0 |
| Ronda Gililand- Lopez | Trustee Trustee or director | 2 | $0 |
| DANA SKAAR | Trustee Trustee or director | 2 | $0 |
990 for the year ended March 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARRY WILLIS | Chairman Trustee or director | 2 | $0 |
| Shawn Smith | Trustee Trustee or director | 2 | $0 |
| Isaiah Zemke | Trustee Trustee or director | 2 | $0 |
| TONY KOCUREK | Trustee Trustee or director | 2 | $0 |
| Ronda Gililand- Lopez | Trustee Trustee or director | 2 | $0 |
| DANA SKAAR | Trustee Trustee or director | 2 | $0 |
990 for the year ended March 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARRY WILLIS | Chairman Trustee or director, Officer | 2 | $0 |
| VINCE ALVARADO | VICE-CHAIRMAN Trustee or director, Officer | 2 | $0 |
| Isaiah Zemke | Trustee Trustee or director | 2 | $0 |
| TONY KOCUREK | Secretary Trustee or director, Officer | 2 | $0 |
| Ronda Gililand- Lopez | VICE-SECRETARY Trustee or director, Officer | 2 | $0 |
| DANA SKAAR | Trustee Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2550 W UNION HILLS DR STE 290, PHOENIX, AZ 85027-5198
- Principal officer (990 for 2024)
- Board of Trustees
- Signed the 990
- GARRY WILLIS, Chairman
- Phone
- (505) 265-8422
- Return prepared by
- Baldwin Moffitt Behm LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS OF LOCAL 49 INCLUDING MEDICAL, SURGICAL, DISABILITY, ACCIDENT, DENTAL, AND VISION BENEFITS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS OF LOCAL 49 INCLUDING MEDICAL, SURGICAL, DISABILITY, ACCIDENT, DENTAL,AND VISION BENEFITS.
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 85-6011542
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,608,047
- Income (IRS master file)
- $9,898,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $6,468,390 | $6,221,217 | $13,608,047 | XML |
| 990 | March 2024 | $7,413,012 | $7,170,094 | $13,201,220 | XML |
| 990 | March 2023 | $5,676,846 | $4,954,541 | $12,560,829 | XML |
| 990 | March 2022 | $5,428,731 | $6,451,748 | $11,681,570 | IRS |
| 990 | March 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 85-6011542).
Questions about SHEET METAL WORKERS-49 WELFARE FUND
- What is the EIN of SHEET METAL WORKERS-49 WELFARE FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS-49 WELFARE FUND is 85-6011542.
- Is SHEET METAL WORKERS-49 WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Are donations to SHEET METAL WORKERS-49 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS-49 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-49 WELFARE FUND due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEET METAL WORKERS-49 WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of SHEET METAL WORKERS-49 WELFARE FUND?
- The 990 for the year ended March 31, 2025 names Board of Trustees.
- Who are the officers and directors of SHEET METAL WORKERS-49 WELFARE FUND?
- The 990 for the year ended March 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS-49 WELFARE FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $6,468,390, expenses of $6,221,217 and total assets of $13,608,047 at year end.
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