Nonprofit · EIN 38-1449784
SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND
Tax-exempt · TROY, MI 48099
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $4,924,797 | $4,509,389 | $415,408 | $2,697,489 | $438,525 | $2,258,964 |
| April 30, 2024 | 990 | $4,358,776 | $4,800,136 | -$441,360 | $2,060,823 | $505,800 | $1,555,023 |
| April 30, 2023 | 990 | $3,311,059 | $4,190,147 | -$879,088 | $1,976,262 | $543,402 | $1,432,860 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,823,027
- Investment income
- $69,665
- Net gain from sales of assets
- $19,477
- Other revenue
- $32,105
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,243,699
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $21,568
- Accounting fees
- $10,930
- Program services (functional)
- $4,509,389
Balance sheet and other
- Total assets, start of year
- $2,060,823
- Total assets, end of year
- $2,697,489
- Total liabilities, end of year
- $438,525
- Net assets, end of year
- $2,258,964
- Publicly traded securities
- $1,264,633
- Gross receipts
- $4,924,797
- Employees
- 15
- Volunteers
- 0
- Year formed
- 1955
- State of legal domicile
- MI
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph Dotson | Trustee Trustee or director | 1 | $0 |
| John Amalfitano | Trustee Trustee or director | 1 | $0 |
| Clay Cooke | Secretary Trustee or director | 1 | $0 |
| Kevin Wendling | Trustee Trustee or director | 1 | $0 |
| Chris McFarland | Chairman Trustee or director | 1 | $0 |
| Chris Stockwell | Trustee Trustee or director | 1 | $0 |
| Sue Leitelt | Trustee Trustee or director | 1 | $0 |
| Robert Adams | Trustee Trustee or director | 1 | $0 |
990 for the year ended April 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph Dotson | Trustee Trustee or director | 1 | $0 |
| John Amalfitano | Trustee Trustee or director | 1 | $0 |
| Clay Cooke | Trustee Trustee or director | 1 | $0 |
| Kevin Wendling | Trustee Trustee or director | 1 | $0 |
| Chris McFarland | Trustee Trustee or director | 1 | $0 |
| Chris Stockwell | Trustee Trustee or director | 1 | $0 |
| Sue Leitelt | Trustee Trustee or director | 1 | $0 |
| Robert Adams | Trustee Trustee or director | 1 | $0 |
990 for the year ended April 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Travis Eastman | Trustee Former | 1 | $0 |
| Wayne Stover | Trustee Former | 1 | $0 |
| Clay Cooke | Trustee Trustee or director | 1 | $0 |
| Kevin Wendling | Trustee Trustee or director | 1 | $0 |
| Chris McFarland | Trustee Trustee or director | 1 | $0 |
| Chris Stockwell | Trustee Trustee or director | 1 | $0 |
| Sue Leitelt | Trustee Trustee or director | 1 | $0 |
| Robert Adams | Trustee Trustee or director | 1 | $0 |
| Joseph Dotson | Trustee Trustee or director | 1 | $0 |
| John Amalfitano | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1408, TROY, MI 48099-1408
- Principal officer (990 for 2024)
- Chris McFarland, 700 Tower Dr 300, Troy, MI 48098
- Signed the 990
- Chris McFarland, Chairman
- Phone
- (248) 813-9800
- Return prepared by
- Wesley Haddad & Company LLC
Mission
To provide health care benefits under a multi-employer collectively bargained plan.
Program accomplishments
- Expenses used to provide and admininster health care benefits to approximately 380 participants.Expenses $4,509,389 · grants $4,924,797
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 38-1449784
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,697,489
- Income (IRS master file)
- $4,924,797
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $4,924,797 | $4,509,389 | $2,697,489 | XML |
| 990 | April 2024 | $4,358,776 | $4,800,136 | $2,060,823 | XML |
| 990 | April 2023 | $3,311,059 | $4,190,147 | $1,976,262 | XML |
| 990 | April 2022 | $3,092,759 | $4,048,254 | $1,867,349 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 38-1449784).
Questions about SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND
- What is the EIN of SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND is 38-1449784.
- Is SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS LOCAL 7 ZONE 3 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 LOCAL 7 ZONE 3 WELFARE FUND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND?
- The 990 for the year ended April 30, 2025 names Chris McFarland.
- Who are the officers and directors of SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND?
- The 990 for the year ended April 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $4,924,797, expenses of $4,509,389 and total assets of $2,697,489 at year end.
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