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The Sheet Metal Local No 40 Health Fund

  • Wallingford, CT
  • Tax-exempt since March 1997
  • EIN: 06-1013879

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$8.35M (2023)

Expenses
$7.42M (2023)

Total Assets
$4.4M (2023)

Total Liabilities
$477k (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,345,764
Expenses
$7,421,853
Net Income
$923,911
Net Assets
$3,927,712
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,858,621
94.2%
Investment Income $59,242
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $427,901
5.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,404,573
Total Liabilities $476,861
Net Assets $3,927,712
Compensation
Key Employees and Officers Compensation Related Other
Jason Sherman (Labor Trustee) $0 $0 $0
John Nimmons (Labor Trustee) $0 $133,512 $107,582
Fred Descy (Labor Trustee) $0 $117,121 $104,795
John M Beal (Labor Trustee) $0 $0 $0
Michael Thompson (Management Trustee) $0 $0 $0
Lynne A Kleeberg (Management Trustee) $0 $0 $0
Kenneth R Kleeberg (Management Trustee) $0 $0 $0
John Lucchessi (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,762,071
Expenses
$7,445,404
Net Income
$316,667
Net Assets
$3,003,801
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,149,974
92.1%
Investment Income $21,095
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$13,857
Net Inventory Sales $0
Other Revenue $604,859
7.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,441,105
Total Liabilities $437,304
Net Assets $3,003,801
Compensation
Key Employees and Officers Compensation Related Other
Jason Sherman (Labor Trustee) $0 $0 $0
John Nimmons (Labor Trustee) $0 $80,125 $56,134
Fred Descy (Labor Trustee) $0 $19,942 $0
John M Beal (Labor Trustee) $0 $2,045 $0
Michael Thompson (Management Trustee) $0 $0 $0
Lynne A Kleeberg (Management Trustee) $0 $0 $0
Kenneth R Kleeberg (Management Trustee) $0 $0 $0
John Lucchessi (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 9, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,075,464
Expenses
$8,957,426
Net Income
-$1,881,962
Net Assets
$3,474,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,703,302
94.7%
Investment Income $39,765
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $332,102
4.7%
Net Inventory Sales $0
Other Revenue $295
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,616,327
Total Liabilities $142,161
Net Assets $3,474,166
Compensation
Key Employees and Officers Compensation Related Other
David A Roche (Labor Trustee) $0 $0 $0
John Nimmons (Labor Trustee) $0 $0 $0
Marek E Bronhart (Labor Trustee) $0 $0 $0
John M Beal (Labor Trustee) $0 $0 $0
Michael Thompson (Management Trustee) $0 $0 $0
Lynne A Kleeberg (Management Trustee) $0 $0 $0
Kenneth R Kleeberg (Management Trustee) $0 $0 $0
John Lucchessi (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,859,445
Expenses
$7,203,464
Net Income
-$344,019
Net Assets
$5,587,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,652,405
97.0%
Investment Income $88,886
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $107,554
1.6%
Net Inventory Sales $0
Other Revenue $10,600
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,718,144
Total Liabilities $130,607
Net Assets $5,587,537
Compensation
Key Employees and Officers Compensation Related Other
David A Roche (Labor Trustee) $0 $0 $0
John Nimmons (Labor Trustee) $0 $0 $0
Marek E Bronhart (Labor Trustee) $0 $0 $0
John M Beal (Labor Trustee) $0 $0 $0
Michael Thompson (Management Trustee) $0 $0 $0
Lynne A Kleeberg (Management Trustee) $0 $0 $0
Kenneth R Kleeberg (Management Trustee) $0 $0 $0
John Lucchessi (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,622,149
Expenses
$8,213,293
Net Income
-$591,144
Net Assets
$5,746,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,399,292
97.1%
Investment Income $141,202
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $73,425
1.0%
Net Inventory Sales $0
Other Revenue $8,230
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $242,073
2.9%
Assets/Debt
Total Assets $6,066,335
Total Liabilities $320,211
Net Assets $5,746,124
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
David A Roche (Labor Trustee) $0 $0 $0
John Nimmons (Labor Trustee) $0 $0 $0
Marek E Bronhart (Labor Trustee) $0 $0 $0
John M Beal (Labor Trustee) $0 $0 $0
Michael Thompson (Management Trustee) $0 $0 $0
Lynne A Kleeberg (Management Trustee) $0 $0 $0
Kenneth R Kleeberg (Management Trustee) $0 $0 $0
John Lucchessi (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,783,809
Expenses
$9,302,319
Net Income
-$1,518,510
Net Assets
$5,975,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,454,223
95.8%
Investment Income $153,002
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $149,848
1.9%
Net Inventory Sales $0
Other Revenue $26,736
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $155,760
1.7%
Assets/Debt
Total Assets $6,427,556
Total Liabilities $452,068
Net Assets $5,975,488
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
David A Roche (Labor Trustee) $0 $0 $0
John Nimmons (Labor Trustee) $0 $0 $0
Marek E Bronhart (Labor Trustee) $0 $0 $0
John M Beal (Labor Trustee) $0 $0 $0
Michael Thompson (Management Trustee) $0 $0 $0
Lynne A Kleeberg (Management Trustee) $0 $0 $0
Kenneth R Kleeberg (Management Trustee) $0 $0 $0
John Lucchessi (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,177,357
Expenses
$9,790,592
Net Income
-$2,613,235
Net Assets
$7,942,500
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,895,183
96.1%
Investment Income $189,210
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,772
0.9%
Net Inventory Sales $0
Other Revenue $26,192
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,361
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $139,561
1.4%
Assets/Debt
Total Assets $8,331,491
Total Liabilities $388,991
Net Assets $7,942,500

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,423,708
Expenses
$9,214,981
Net Income
-$791,273
Net Assets
$10,154,525
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,118,615
96.4%
Investment Income $207,570
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,062
0.6%
Net Inventory Sales $0
Other Revenue $50,461
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,870
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $155,015
1.7%
Assets/Debt
Total Assets $10,689,145
Total Liabilities $534,620
Net Assets $10,154,525

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,413,441
Expenses
$9,549,537
Net Income
-$1,136,096
Net Assets
$10,602,850
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,086,708
96.1%
Investment Income $248,539
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $56,682
0.7%
Net Inventory Sales $0
Other Revenue $21,512
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,273
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $149,330
1.6%
Assets/Debt
Total Assets $11,259,245
Total Liabilities $656,395
Net Assets $10,602,850

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,022,593
Expenses
$7,604,586
Net Income
$418,007
Net Assets
$12,021,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,750,707
96.6%
Investment Income $228,437
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18,917
0.2%
Net Inventory Sales $0
Other Revenue $24,532
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,666
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $148,080
1.9%
Assets/Debt
Total Assets $12,946,620
Total Liabilities $924,761
Net Assets $12,021,859

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,756,214
Expenses
$6,698,918
Net Income
$57,296
Net Assets
$11,381,629
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,329,373
93.7%
Investment Income $236,777
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $171,431
2.5%
Net Inventory Sales $0
Other Revenue $18,633
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $54,990
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $94,676
1.4%
Assets/Debt
Total Assets $11,812,796
Total Liabilities $431,167
Net Assets $11,381,629

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,870,283
Expenses
$7,806,633
Net Income
-$936,350
Net Assets
$11,067,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,536,857
95.1%
Investment Income $259,429
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $70,637
1.0%
Net Inventory Sales $0
Other Revenue $3,360
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $48,424
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $91,750
1.2%
Assets/Debt
Total Assets $11,648,245
Total Liabilities $580,971
Net Assets $11,067,274

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,194,756
Expenses
$9,546,127
Net Income
-$2,351,371
Net Assets
$11,633,941
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,543,058
90.9%
Investment Income $292,485
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $341,898
4.8%
Net Inventory Sales $0
Other Revenue $17,315
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $40,166
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $76,463
0.8%
Assets/Debt
Total Assets $12,009,368
Total Liabilities $375,427
Net Assets $11,633,941

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,656,366
Expenses
$8,785,785
Net Income
-$1,129,419
Net Assets
$14,126,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,796,214
88.8%
Investment Income $342,203
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $487,559
6.4%
Net Inventory Sales $0
Other Revenue $30,390
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $42,410
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $90,564
1.0%
Assets/Debt
Total Assets $14,747,656
Total Liabilities $621,047
Net Assets $14,126,609

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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