Nonprofit · EIN 95-6052259
SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA
Tax-exempt · MANHATTAN BCH, CA 90266
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $101,515,838 | $90,172,989 | $11,342,849 | $198,066,681 | $42,341,167 | $155,725,514 |
| December 31, 2023 | 990 | $96,574,935 | $84,494,198 | $12,080,737 | $184,597,484 | $40,178,783 | $144,418,701 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $93,028,551
- Investment income
- $8,487,287
- Net gain from sales of assets
- $3,024,078
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $84,654,224
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $119,974
- Accounting fees
- $347,764
Balance sheet and other
- Total assets, start of year
- $184,597,484
- Total assets, end of year
- $198,066,681
- Total liabilities, end of year
- $42,341,167
- Net assets, end of year
- $155,725,514
- Publicly traded securities
- $172,241,372
- Gross receipts
- $162,929,162
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1950
- State of legal domicile
- CA
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 |
|---|---|---|---|
| RICHARD RIVERA | TRUSTEE Trustee or director | 1 | $0 |
| JEFF HOLLY | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON ZELENIAK | TRUSTEE Trustee or director | 1 | $0 |
| TODD HENARD | TRUSTEE Trustee or director | 1 | $0 |
| ANTHONY CAMPOS | TRUSTEE Trustee or director | 1 | $0 |
| DENNY CAGAMPAN III | TRUSTEE Trustee or director | 1 | $0 |
| DON SAPPINGTON II | TRUSTEE Trustee or director | 1 | $0 |
| KAREN FOX | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN GREGORY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE SCOLARI | TRUSTEE Trustee or director | 1 | $0 |
| ART LOPEZ | TRUSTEE Trustee or director | 1 | $0 |
| GEREMIAH ROBNETT | TRUSTEE Trustee or director | 1 | $0 |
| JAMES DILLARD | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS GONZALEZ | TRUSTEE Trustee or director | 1 | $0 |
| DAVID BARBERIO JR | TRUSTEE Trustee or director | 1 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN SANDOVAL | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN HINSON | TRUSTEE Trustee or director | 1 | $0 |
| TIMOTHY HINSON | TRUSTEE Trustee or director | 1 | $0 |
| AL HERNANDEZ | TRUSTEE Trustee or director | 1 | $0 |
| BILL SHAVER | TRUSTEE Trustee or director | 1 | $0 |
| GINA MEDEL | TRUSTEE Trustee or director | 1 | $0 |
| RICH NIDAY | TRUSTEE Trustee or director | 1 | $0 |
| JOAQUAIN STALLWORTH | TRUSTEE Trustee or director | 1 | $0 |
| CHAD HERRICK | TRUSTEE Trustee or director | 1 | $0 |
| BRYCE BARLER | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL DEAN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD RIVERA | TRUSTEE Trustee or director | 1 | $0 |
| JEFF HOLLY | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON ZELENIAK | TRUSTEE Trustee or director | 1 | $0 |
| TODD HENARD | TRUSTEE Trustee or director | 1 | $0 |
| ANTHONY CAMPOS | TRUSTEE Trustee or director | 1 | $0 |
| DENNY CAGAMPAN III | TRUSTEE Trustee or director | 1 | $0 |
| PETE FORTIN | TRUSTEE Trustee or director | 1 | $0 |
| KAREN FOX | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN GREGORY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE SCOLARI | TRUSTEE Trustee or director | 1 | $0 |
| ART LOPEZ | TRUSTEE Trustee or director | 1 | $0 |
| GEREMIAH ROBNETT | TRUSTEE Trustee or director | 1 | $0 |
| JAMES DILLARD | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS GONZALEZ | TRUSTEE Trustee or director | 1 | $0 |
| DAVID BARBERIO JR | TRUSTEE Trustee or director | 1 | $0 |
| ALAN SANDOVAL | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN HINSON | TRUSTEE Trustee or director | 1 | $0 |
| TIMOTHY HINSON | TRUSTEE Trustee or director | 1 | $0 |
| AL HERNANDEZ | TRUSTEE Trustee or director | 1 | $0 |
| BILL SHAVER | TRUSTEE Trustee or director | 1 | $0 |
| GINA MEDEL | TRUSTEE Trustee or director | 1 | $0 |
| RICH NIDAY | TRUSTEE Trustee or director | 1 | $0 |
| JOAQUAIN STALLWORTH | TRUSTEE Trustee or director | 1 | $0 |
| CHAD HERRICK | TRUSTEE Trustee or director | 1 | $0 |
| BRYCE BARLER | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL DEAN | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 111 N SEPULVEDA BLVD STE 210, MANHATTAN BCH, CA 90266-6849
- In care of
- % VERN SHAFFER
- Principal officer (990 for 2024)
- VERN SHAFFER, 111 N SEPULVEDA BLVD 210, MANHATTAN BEACH, CA 90266
- Signed the 990
- GEREMIAH ROBNETT, PRESIDENT
- Phone
- (310) 798-6572
- Website
- www.sheetmetalsam.org
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6052259 or by the name SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.
Program accomplishments
- TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.
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 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6052259
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $224,212,926
- Income (IRS master file)
- $221,398,517
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $101,515,838 | $90,172,989 | $198,066,681 | XML |
| 990 | December 2023 | $96,574,935 | $84,494,198 | $184,597,484 | XML |
| 990 | December 2022 | $96,206,611 | $80,896,800 | $162,261,814 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 95-6052259).
Questions about SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA
- What is the EIN of SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA?
- The employer identification number (EIN) of SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA is 95-6052259.
- Is SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1961.
- Are donations to SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA 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 WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA 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 WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA?
- The 990 for the year ended December 31, 2024 names VERN SHAFFER.
- Who are the officers and directors of SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA?
- The 990 for the year ended December 31, 2024 lists 26 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS WELFARE PLAN OF SOUTHERN CALIFORNIA ARIZONA NEVADA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $101,515,838, expenses of $90,172,989 and total assets of $198,066,681 at year end.
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