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Sheet Metal Workers Local 33 Supplemental Retiree Health Fund

  • Parma, OH
  • Tax-exempt since March 2007
  • EIN: 20-6576932

Organization summary

Type of Nonprofit

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

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$118k (2023)

Expenses
$111k (2023)

Total Assets
$2.08M (2023)

Total Liabilities
$3.39k (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
$118,023
Expenses
$110,881
Net Income
$7,142
Net Assets
$2,080,154
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,523
66.5%
Program Services $0
Investment Income $78,477
66.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$38,977
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,083,541
Total Liabilities $3,387
Net Assets $2,080,154
Compensation
Key Employees and Officers Compensation Related Other
Morgan Stanley (Institutional Trustee) $12,390 $0 $0
Jamie Bostic (Secretary) $0 $0 $0
Randy Gombos (Trustee (Jan To Oct)) $0 $0 $0
Nelson Smith (Trustee) $0 $0 $0
David Haas (Chairman) $0 $0 $0
Patrick Allen (Trustee (Nov To Dec)) $0 $0 $0
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Document Links

990
Filed on Nov. 11, 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
$98,784
Expenses
$103,851
Net Income
-$5,067
Net Assets
$1,983,878
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,066
66.9%
Program Services $0
Investment Income $57,018
57.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$24,300
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,984,847
Total Liabilities $969
Net Assets $1,983,878
Compensation
Key Employees and Officers Compensation Related Other
Morgan Stanley (Institutional Trustee) $12,754 $0 $0
Jamie Bostic (Secretary) $0 $0 $0
Randy Gombos (Trustee) $0 $0 $0
Nelson Smith (Trustee) $0 $0 $0
David Haas (Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 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
$119,601
Expenses
$125,298
Net Income
-$5,697
Net Assets
$2,282,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,321
55.5%
Program Services $0
Investment Income $44,966
37.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,314
7.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,292,903
Total Liabilities $10,678
Net Assets $2,282,225
Compensation
Key Employees and Officers Compensation Related Other
Morgan Stanley (Institutional Trustee) $11,203 $0 $0
Jamie Bostic (Secretary) $0 $0 $0
Randy Gombos (Trustee) $0 $0 $0
Nelson Smith (Chairman) $0 $0 $0
David Haas (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 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
$131,131
Expenses
$108,057
Net Income
$23,074
Net Assets
$2,275,459
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,930
50.3%
Program Services $0
Investment Income $91,697
69.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$26,496
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,284,593
Total Liabilities $9,134
Net Assets $2,275,459
Compensation
Key Employees and Officers Compensation Related Other
Jim King (Secretary) $0 $0 $0
Randy Gombos (Trustee) $0 $0 $0
Nelson Smith (Chairman) $0 $0 $0
David Haas (Trustee) $0 $0 $0
Morgan Stanley (Institutional 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
$195,111
Expenses
$144,950
Net Income
$50,161
Net Assets
$2,144,398
Notable Sources of Revenue Percent of Total Revenue
Contributions $92,101
47.2%
Program Services $0
Investment Income $67,272
34.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,738
18.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,147,537
Total Liabilities $3,139
Net Assets $2,144,398
Compensation
Key Employees and Officers Compensation Related Other
Jim King (Secretary) $0 $0 $0
Randy Gombos (Trustee) $0 $0 $0
Nelson Smith (Chairman) $0 $0 $0
David Haas (Trustee) $0 $0 $0
Morgan Stanley (Institutional 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
$184,945
Expenses
$187,101
Net Income
-$2,156
Net Assets
$1,982,084
Notable Sources of Revenue Percent of Total Revenue
Contributions $121,260
65.6%
Program Services $0
Investment Income $58,445
31.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,240
2.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,985,562
Total Liabilities $3,478
Net Assets $1,982,084
Compensation
Key Employees and Officers Compensation Related Other
Jim King (Secretary) $0 $0 $0
Randy Gombos (Trustee) $0 $0 $0
Nelson Smith (Chairman) $0 $0 $0
David Haas (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,605
Expenses
$282,165
Net Income
-$78,560
Net Assets
$2,075,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $157,821
77.5%
Program Services $0
Investment Income $53,671
26.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,887
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,079,066
Total Liabilities $3,602
Net Assets $2,075,464
Compensation
Key Employees and Officers Compensation Related Other
Jim King (Trustee) $0 $0 $0
Josh Tullius (Secretary) $0 $0 $0
Nelson Smith (Chairman) $0 $0 $0
Jt Thomas (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$256,386
Expenses
$246,210
Net Income
$10,176
Net Assets
$2,073,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $204,329
79.7%
Program Services $0
Investment Income $54,559
21.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,502
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,078,000
Total Liabilities $4,132
Net Assets $2,073,868
Compensation
Key Employees and Officers Compensation Related Other
Jim King (Trustee) $0 $0 $0
Josh Tullius (Secretary) $0 $0 $0
Nelson Smith (Chairman) $0 $0 $0
Jt Thomas (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 17, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$333,326
Expenses
$245,219
Net Income
$88,107
Net Assets
$2,024,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $291,889
87.6%
Program Services $0
Investment Income $34,457
10.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,980
2.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,027,693
Total Liabilities $3,262
Net Assets $2,024,431
Compensation
Key Employees and Officers Compensation Related Other
Jim King (Trustee) $0 $0 $0
Josh Tullius (Secretary) $0 $0 $0
Nelson Smith (Chairman) $0 $0 $0
Bruce Bolden (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 11, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$318,949
Expenses
$255,686
Net Income
$63,263
Net Assets
$1,983,260
Notable Sources of Revenue Percent of Total Revenue
Contributions $294,076
92.2%
Program Services $0
Investment Income $16,528
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,345
2.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,985,923
Total Liabilities $2,663
Net Assets $1,983,260
Compensation
Key Employees and Officers Compensation Related Other
Jim King (Trustee) $0 $0 $0
Dean Tuell (Secretary) $0 $0 $0
Nelson Smith (Chairman) $0 $0 $0
Bruce Bolden (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 20, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$812,591
Expenses
$599,652
Net Income
$212,939
Net Assets
$1,902,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $807,062
99.3%
Program Services $0
Investment Income $5,529
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,905,482
Total Liabilities $2,647
Net Assets $1,902,835
Compensation
Key Employees and Officers Compensation Related Other
Jim King (Trustee) $0 $0 $0
Dean Tuell (Secretary) $0 $0 $0
Nelson Smith (Chairman) $0 $0 $0
Bruce Bolden (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 30, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$401,223
Expenses
$321,700
Net Income
$79,523
Net Assets
$1,683,652
Notable Sources of Revenue Percent of Total Revenue
Contributions $393,960
98.2%
Program Services $0
Investment Income $7,263
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,686,365
Total Liabilities $2,713
Net Assets $1,683,652

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
$284,088
Expenses
$481,601
Net Income
-$197,513
Net Assets
$1,606,128
Notable Sources of Revenue Percent of Total Revenue
Contributions $282,373
99.4%
Program Services $0
Investment Income $1,715
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,607,463
Total Liabilities $1,335
Net Assets $1,606,128

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
$995,264
Expenses
$505,003
Net Income
$490,261
Net Assets
$1,797,940
Notable Sources of Revenue Percent of Total Revenue
Contributions $452,509
45.5%
Program Services $0
Investment Income $43,998
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $498,757
50.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,798,541
Total Liabilities $601
Net Assets $1,797,940

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

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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