Nonprofit · EIN 20-6576932
SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND
Tax-exempt · TROY, MI 48098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $177,075 | $101,895 | $75,180 | $2,184,670 | $3,873 | $2,180,797 |
| December 31, 2023 | 990 | $118,023 | $110,881 | $7,142 | $2,083,541 | $3,387 | $2,080,154 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $84,763
- Program service revenue
- $0
- Investment income
- $92,312
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $60,415
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $7,302
- Accounting fees
- $12,500
Balance sheet and other
- Total assets, start of year
- $2,083,541
- Total assets, end of year
- $2,184,670
- Total liabilities, end of year
- $3,873
- Net assets, end of year
- $2,180,797
- Publicly traded securities
- $2,063,855
- Net assets without donor restrictions
- $2,180,797
- Gross unrelated business income
- $92,312
- Gross receipts
- $177,075
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2010
- State of legal domicile
- OH
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 |
|---|---|---|---|
| MORGAN STANLEY | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $7,902 |
| JAMIE BOSTIC | SECRETARY Trustee or director | 1 | $0 |
| NELSON SMITH | TRUSTEE Trustee or director | 1 | $0 |
| JASON LEWIS | CHAIRMAN (JUL-DEC) Trustee or director | 2 | $0 |
| PATRICK ALLEN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID HAAS | CHAIRMAN (JAN-JUL) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MORGAN STANLEY | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $12,390 |
| JAMIE BOSTIC | SECRETARY Trustee or director | 1 | $0 |
| RANDY GOMBOS | TRUSTEE (JAN TO OCT) Trustee or director | 1 | $0 |
| NELSON SMITH | TRUSTEE Trustee or director | 1 | $0 |
| DAVID HAAS | CHAIRMAN Trustee or director | 2 | $0 |
| PATRICK ALLEN | TRUSTEE (NOV TO DEC) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 700 TOWER DR STE 300, TROY, MI 48098-2835
- Principal officer (990 for 2024)
- DAVID HAAS, 12515 CORPORATE DRIVE, PARMA, OH 44130
- Signed the 990
- DAVID HAAS, CHAIRMAN
- Phone
- (216) 267-3344
- Website
- WWW.SMWLU33.ORG
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
Mission
THE PLAN PROVIDES REIMBURSEMENT OF CERTAIN MEDICAL BENEFITS TO MEMBERS PARTICIPATING IN THE PLAN.
Program accomplishments
- TO PROVIDE SUPPLEMENTAL MEDICAL PAYMENTS NOT COVERED UNDER HEALTH AND WELFARE PLANS TO PARTICIPATING MEMBERS.
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
- 20-6576932
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,184,670
- Income (IRS master file)
- $177,075
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $177,075 | $101,895 | $2,184,670 | XML |
| 990 | December 2023 | $118,023 | $110,881 | $2,083,541 | XML |
| 990 | December 2022 | $98,784 | $103,851 | $1,984,847 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 20-6576932).
Questions about SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND
- What is the EIN of SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND is 20-6576932.
- Is SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE 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 LOCAL 33 SUPPLEMENTAL RETIREE 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 LOCAL 33 SUPPLEMENTAL RETIREE 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 LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND?
- The 990 for the year ended December 31, 2024 names DAVID HAAS.
- Who are the officers and directors of SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $7,902 (MORGAN STANLEY, INSTITUTIONAL TRUSTEE).
- How much revenue does SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $177,075, expenses of $101,895 and total assets of $2,184,670 at year end.
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