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Nonprofiteer
← SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND

Form 990 for tax year 2024

Filed by SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUND.

Totals

Total revenue
$4,924,797
Total expenses
$4,509,389
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,823,027
Investment income
$69,665
Other revenue
$32,105
Total assets, end of year
$2,697,489
Total liabilities, end of year
$438,525
Net assets or fund balances, end of year
$2,258,964
Program services expenses (Part IX)
$4,509,389
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$4,509,389

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Employer contributions

    total $4,235,939 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Employee contributions

    total $587,088 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $50,188 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $19,477

  • 7c · Gain or loss

    securities $19,477

  • 7d · Net gain or loss

    total $19,477 · related or exempt $19,477 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Unrealized appreciation in f

    total $32,105 · related or exempt $32,105 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $32,105

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,243,699 · program services $4,243,699

  • 11b · Fees: legal

    total $21,568 · program services $21,568 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $10,930 · program services $10,930 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $2,457 · program services $2,457 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $127,777 · program services $127,777 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $89,606 · program services $89,606 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $3,855 · program services $3,855 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $9,497 · program services $9,497 · management and general $0 · fundraising $0

  • 24a · Other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $471,311 · end of year $939,965

  • 4 · Accounts receivable

    beginning of year $351,933 · end of year $487,687

  • 9 · Prepaid expenses and deferred charges

    beginning of year $62,070 · end of year $5,204

  • 11 · Investments: publicly traded securities

    beginning of year $1,175,509 · end of year $1,264,633

  • 17 · Accounts payable and accrued expenses

    beginning of year $505,800 · end of year $438,525

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,555,023 · end of year $2,258,964

Mission and programs · 2024

Mission

To provide health care benefits under a multi-employer collectively bargained plan.

  • Expenses used to provide and admininster health care benefits to approximately 380 participants.

    Expenses $4,509,389 · Grants $4,924,797

As filed on the 2024 return.

Listed in Part VII

  • Joseph Dotson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • John Amalfitano

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Clay Cooke

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Kevin Wendling

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Chris McFarland

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Chris Stockwell

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sue Leitelt

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert Adams

    Trustee

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Wendling Sheet Metal

    C · 0% owned

  • Wendling Sheet Metal Tennessee

    C · 0% owned

  • Exterior Metals

    C · 0% owned

  • A & B Plumbing & Heating

    C · 0% owned

  • Dee Cramer Inc

    C · 0% owned

  • Cooke Sheet Metal Inc

    S · 0% owned

  • National Roofing & Sheet Metal

    C · 0% owned

  • K & R Metal Engineers Corp

    C · 0% owned

  • RBI Mechanical Inc

    S · 0% owned

  • Smillie Plumbing & Heating Inc

    S · 0% owned

  • Hurst Inc

    C · 0% owned

  • Warren Systems Inc

    S · 0% owned

  • Allied Mechanical Services

    S · 0% owned

  • Hi-Tech Test & Balance

    S · 0% owned

  • ATI Group

    S · 0% owned

  • Best Impressions Inc

    C · 0% owned

  • Atlantic Plant Maintenance

    C · 0% owned

  • ACKlopf

    C · 0% owned

  • Progressive Installers Inc

    S · 0% owned

  • Traverse Bay Roofing Co

    C · 0% owned

  • Bauer Sheet Metal

    C · 0% owned

  • Custom Engineering Ind

    C · 0% owned

  • West Bay Sheet Metal Inc

    C · 0% owned

  • Stafford Smith Inc

    C · 0% owned

  • US Sheet Metal Inc

    C · 0% owned

  • Universal Air

    C · 0% owned

  • Ceco Environmental Corp

    C · 0% owned

  • Morris Sheet Metal

    C · 0% owned

  • Sheet Metal Works Unlimited

    C · 0% owned

  • API Construction Company

    C · 0% owned

  • MJ Mechanical Inc

    C · 0% owned

  • S & Z Sheet Metal

    C · 0% owned

  • Saginaw Valley Metal Works

    C · 0% owned

  • Suburban Mechanical

    C · 0% owned

  • TweetGarot Mechanical Inc

    C · 0% owned

Provenance

Return type
form_990
Tax year
2024
Filed
5 March 2026
IRS schema version
2024v5.2
Source object
202640649349300934

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