Nonprofit · EIN 35-6028684
SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUND
Tax-exempt · INDIANAPOLIS, IN 46205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $79,764,996 | $65,937,695 | $13,827,301 | $174,716,950 | $2,597,734 | $172,119,216 |
| December 31, 2023 | 990 | $67,426,302 | $61,726,391 | $5,699,911 | $155,740,346 | $3,738,416 | $152,001,930 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $73,833,096
- Investment income
- $5,931,900
- Net gain from sales of assets
- $101,625
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $64,542,612
- Compensation of officers, directors and key employees
- $172,670
- Other salaries and wages
- $178,262
- Salaries, compensation and benefits (total)
- $418,338
- Professional fundraising fees
- $0
- Legal fees
- $49,079
- Accounting fees
- $83,592
- Occupancy
- $14,933
- Depreciation
- $3,055
Balance sheet and other
- Total assets, start of year
- $155,740,346
- Total assets, end of year
- $174,716,950
- Total liabilities, end of year
- $2,597,734
- Net assets, end of year
- $172,119,216
- Land, buildings and equipment
- $7,724
- Publicly traded securities
- $146,810,672
- Gross receipts
- $103,871,963
- Employees
- 85
- Volunteers
- 0
- Year formed
- 1954
- State of legal domicile
- IN
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRENT TODD | TRUSTEE Trustee or director | 1 | $0 | $177,233 | $84,309 |
| SONYA HOWARD | FUND MANAGER Officer | 30 | $175,136 | $0 | $55,091 |
| KREG HOMOKY | TRUSTEE Trustee or director | 1 | $0 | $128,863 | $85,237 |
| ANTHONY YOUNG | TRUSTEE Trustee or director | 1 | $0 | $111,747 | $71,800 |
| DARRYL ESTERLINE | TRUSTEE Trustee or director | 1 | $0 | $103,723 | $78,185 |
| KEVIN NEEDHAM | TRUSTEE Trustee or director | 1 | $0 | $105,808 | $74,741 |
| SHAUN REINOEHL | TRUSTEE Trustee or director | 1 | $0 | $107,217 | $69,691 |
| JOHN WRIGHT | TRUSTEE Trustee or director | 1 | $0 | $95,613 | $74,843 |
| CHARLES GRAVES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOYCE HUBBARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH LANSDELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HANK MEYERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LORI SCHMIDT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CINDY TRIMPE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM LAUBHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRENT TODD | TRUSTEE Trustee or director | 1 | $0 | $162,445 | $81,155 |
| KREG HOMOKY | TRUSTEE Trustee or director | 1 | $0 | $122,901 | $81,117 |
| ANTHONY YOUNG | TRUSTEE Trustee or director | 1 | $0 | $105,957 | $69,520 |
| DARRYL ESTERLINE | TRUSTEE Trustee or director | 1 | $0 | $96,626 | $75,484 |
| KEVIN NEEDHAM | TRUSTEE Trustee or director | 1 | $0 | $99,250 | $72,201 |
| SHAUN REINOEHL | TRUSTEE Trustee or director | 1 | $0 | $103,000 | $67,660 |
| JOHN WRIGHT | TRUSTEE Trustee or director | 1 | $0 | $90,384 | $72,628 |
| SONYA HOWARD | FUND MANAGER - NEW Officer | 30 | $76,596 | $0 | $26,935 |
| BRIAN ARMSTRONG | FUND MANAGER - PAST Officer | 30 | $19,231 | $0 | $7,110 |
| CHARLES GRAVES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOYCE HUBBARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH LANSDELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HANK MEYERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LORI SCHMIDT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CINDY TRIMPE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM LAUBHAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2828 E 45TH ST, INDIANAPOLIS, IN 46205-2403
- Principal officer (990 for 2024)
- JOSHUA TODD, 2828 EAST 45TH STREET, INDIANAPOLIS, IN 46205
- Signed the 990
- JOSHUA TODD, EXECUTIVE DIRECTOR
- Phone
- (317) 549-6005
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
PROVIDE HEALTH BENEFITS
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE, LONG-TERM DISABILITY AND DEATH BENEFITS TO MEMBERS 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 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
- 35-6028684
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1962
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J40Z)
- Assets (IRS master file)
- $174,716,950
- Income (IRS master file)
- $103,871,963
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $79,764,996 | $65,937,695 | $174,716,950 | XML |
| 990 | December 2023 | $67,426,302 | $61,726,391 | $155,740,346 | XML |
| 990 | December 2022 | $58,189,688 | $55,517,988 | $136,847,179 | 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 35-6028684).
Questions about SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUND
- What is the EIN of SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUND is 35-6028684.
- Is SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1962.
- Are donations to SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT 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 UNION NO 20 WELFARE AND BENEFIT 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 UNION NO 20 WELFARE AND BENEFIT 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 UNION NO 20 WELFARE AND BENEFIT FUND?
- The 990 for the year ended December 31, 2024 names JOSHUA TODD.
- Who are the officers and directors of SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUND?
- The 990 for the year ended December 31, 2024 lists 15 people; 1 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND BENEFIT FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $79,764,996, expenses of $65,937,695 and total assets of $174,716,950 at year end.
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