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Nonprofit · EIN 84-6029106

COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN

Tax-exempt · SPOKANE, WA 99201

Financials

$19.7M$18.6M2023$19.1M$14.6M2024
Revenue Expenses · by fiscal year end
Financials of COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$19,081,452$14,638,912$4,442,540$18,046,517$288,718$17,757,799
December 31, 2023990$19,656,002$18,641,696$1,014,306$13,203,924$224,879$12,979,045
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$18,696,315
Investment income
$344,918
Net gain from sales of assets
$91
Other revenue
$40,219

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,806,090
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$247,044
Accounting fees
$52,428
Occupancy
$1,925
Depreciation
$2,152

Balance sheet and other

Total assets, start of year
$13,203,924
Total assets, end of year
$18,046,517
Total liabilities, end of year
$288,718
Net assets, end of year
$17,757,799
Publicly traded securities
$8,271,996
Gross receipts
$19,081,967
Employees
597
Volunteers
0
Year formed
1964
State of legal domicile
CO

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
NATHAN COOPERSECRETARY
Trustee or director, Officer
4$0$183,300$39,907
JON ALVINOCHAIRMAN
Trustee or director, Officer
5$0$116,683$58,620
LOREY CHITTUMADMINISTRATOR
Officer
20$0$104,029$25,992
RANDY MITCHELLTRUSTEE
Trustee or director
5$0$59,476$31,670
DWAYNE STEPHENSTRUSTEE
Trustee or director
5$0$0$0
MIKE PAULUSTRUSTEE
Trustee or director
4$0$0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
NATHAN COOPERSECRETARY
Trustee or director, Officer
4$0$179,283$38,510
JON ALVINOCHAIRMAN
Trustee or director, Officer
5$0$115,157$58,498
RANDY MITCHELLTRUSTEE
Trustee or director
5$0$105,344$56,439
LOREY CHITTUMADMINISTRATOR
Officer
20$0$115,591$46,125
THOMAS P KEATINGSECRETARY - PAST
Trustee or director, Officer
4$0$10,000$0
DWAYNE STEPHENSTRUSTEE
Trustee or director
5$0$0$0
MIKE PAULUSTRUSTEE - NEW
Trustee or director
4$0$0$0

Address and contacts

Address (IRS master file)
1322 N POST PL, SPOKANE, WA 99201-2520
In care of
% MARY MARTIN
Principal officer (990 for 2024)
JON ALVINO, 1515 W 47TH AVE, DENVER, CO 80211
Signed the 990
JON ALVINO, CHAIRMAN
Phone
(303) 922-1213
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

PROVIDE HEALTH AND WELFARE BENEFITS

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE MEDICAL AND LIFE INSURANCE BENEFITS TO THE ELIGIBLE DEPENDENTS, BENEFICIARIES AND PARTICIPANTS OF THE FUND.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-6029106
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1964
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E80)
Assets (IRS master file)
$18,046,517
Income (IRS master file)
$19,081,967

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$19,081,452$14,638,912$18,046,517IRS
990December 2023$19,656,002$18,641,696$13,203,924XML
990December 2022$19,758,140$21,028,746$11,692,887IRS
990December 2021–––IRS
990December 2020–––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 84-6029106).

Questions about COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN

What is the EIN of COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN?
The employer identification number (EIN) of COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN is 84-6029106.
Is COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
Are donations to COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN 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 COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN 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 COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN 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 COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN?
The 990 for the year ended December 31, 2024 names JON ALVINO.
Who are the officers and directors of COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN have?
On its 990 for the year ended December 31, 2024 it reported revenue of $19,081,452, expenses of $14,638,912 and total assets of $18,046,517 at year end.

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