Nonprofit · EIN 87-6119330
UTAH SHEET METAL WELFARE FUND
Tax-exempt · PHOENIX, AZ 85027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,904,390 | $18,640,011 | -$735,621 | $22,164,635 | $353,613 | $21,811,022 |
| June 30, 2024 | 990 | $15,497,238 | $14,182,660 | $1,314,578 | $22,874,386 | $470,239 | $22,404,147 |
| June 30, 2023 | 990 | $13,579,612 | $12,191,100 | $1,388,512 | $20,444,880 | $230,005 | $20,214,875 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,664,256
- Investment income
- $1,240,134
- Net gain from sales of assets
- $778,927
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $16,945,970
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $15,451
- Professional fundraising fees
- $0
- Legal fees
- $114,972
- Accounting fees
- $18,639
Balance sheet and other
- Total assets, start of year
- $22,874,386
- Total assets, end of year
- $22,164,635
- Total liabilities, end of year
- $353,613
- Net assets, end of year
- $21,811,022
- Publicly traded securities
- $18,621,611
- Net assets without donor restrictions
- $21,811,022
- Gross receipts
- $37,668,357
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1954
- State of legal domicile
- UT
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN RICHARDS | Chairman Trustee or director, Officer | 1 | $0 |
| TONY ERICKSEN | CO-CHAIRMAN Trustee or director, Officer | 1 | $0 |
| Cody Leamaster | Trustee Trustee or director | 1 | $0 |
| WILL MATTHEWS | Trustee Trustee or director | 1 | $0 |
| GARRETT YATES | Chairman Trustee or director | 1 | $0 |
| CHASE DEEDS | Trustee Trustee or director | 1 | $0 |
| Melvin Price | Trustee Trustee or director | 1 | $0 |
| Rich Marker | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN RICHARDS | Chairman Trustee or director, Officer | 1 | $0 |
| TONY ERICKSEN | CO-CHAIRMAN Trustee or director, Officer | 1 | $0 |
| Cody Leamaster | Trustee Trustee or director | 1 | $0 |
| WILL MATTHEWS | Trustee Trustee or director | 1 | $0 |
| GARRETT YATES | Trustee Trustee or director | 1 | $0 |
| CHASE DEEDS | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN RICHARDS | Chairman Trustee or director, Officer | 1 | $0 |
| TONY ERICKSEN | CO-CHAIRMAN Trustee or director, Officer | 1 | $0 |
| CODY LEAMASTER | Trustee Trustee or director | 1 | $0 |
| WILL MATTHEWS | Trustee Trustee or director | 1 | $0 |
| GARRETT YATES | Trustee Trustee or director | 1 | $0 |
| CHASE DEEDS | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2550 W UNION HILLS DR STE 290, PHOENIX, AZ 85027-5198
- Principal officer (990 for 2024)
- GARRETT YATES, 5251 Green Street Suite 200, Murray, UT 841232995
- Signed the 990
- GARRETT YATES, Chairman
- Phone
- (801) 266-3271
- Return prepared by
- Baldwin Moffitt Behm LLP
Mission
THIS TRUST FUND IS A COLLECTIVELY BARGAINED TAFT-HARTLEY MULTIEMPLOYER HEALTH AND WELFARE PLAN. IT PROVIDES HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND BENEFICIARIES WHO ARE ELIGIBLE UNDER THE TERMS OF THE TRUST AGREEMENT.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND BENEFICIARIES WHO ARE ELIGIBLE UNDER THE TERMS OF THE TRUST AGREEMENT.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 87-6119330
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $22,164,635
- Income (IRS master file)
- $37,668,357
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,904,390 | $18,640,011 | $22,164,635 | IRS |
| 990 | June 2024 | $15,497,238 | $14,182,660 | $22,874,386 | IRS |
| 990 | June 2023 | $13,579,612 | $12,191,100 | $20,444,880 | XML |
| 990 | June 2022 | $14,894,443 | $11,937,156 | $18,175,400 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 87-6119330).
Questions about UTAH SHEET METAL WELFARE FUND
- What is the EIN of UTAH SHEET METAL WELFARE FUND?
- The employer identification number (EIN) of UTAH SHEET METAL WELFARE FUND is 87-6119330.
- Is UTAH SHEET METAL WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1970.
- Are donations to UTAH SHEET METAL WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UTAH SHEET METAL 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 UTAH SHEET METAL WELFARE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UTAH SHEET METAL WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UTAH SHEET METAL WELFARE FUND?
- The 990 for the year ended June 30, 2025 names GARRETT YATES.
- Who are the officers and directors of UTAH SHEET METAL WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does UTAH SHEET METAL WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,904,390, expenses of $18,640,011 and total assets of $22,164,635 at year end.
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