Skip to content
ProPublica Donate

Sheet Metal Workers Local No 33 Health & Welfare Fund

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
$4.74M (2024)

Expenses
$4.3M (2024)

Total Assets
$14.2M (2024)

Total Liabilities
$29.4k (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,741,247
Expenses
$4,297,530
Net Income
$443,717
Net Assets
$14,164,210
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,013,832
84.7%
Investment Income $434,276
9.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $104,243
2.2%
Net Inventory Sales $0
Other Revenue $188,896
4.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,193,588
Total Liabilities $29,378
Net Assets $14,164,210
Compensation
Key Employees and Officers Compensation Related Other
Rob Bodnar (Co Chairman) $0 $0 $0
Adam Froelich (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $106,285 $0
Kevin Reilly (Trustee) $0 $0 $0
Chris Stellato Thru 224 (Trustee) $0 $0 $0
Jeremy Smith (Co Chairman) $0 $0 $0
Matthew Yurchison As Of 524 (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,480,479
Expenses
$2,783,453
Net Income
$1,697,026
Net Assets
$12,963,580
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,832,474
85.5%
Investment Income $293,746
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $304,338
6.8%
Net Inventory Sales $0
Other Revenue $49,921
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,402,464
Total Liabilities $438,884
Net Assets $12,963,580
Compensation
Key Employees and Officers Compensation Related Other
Rob Bodnar (Co Chairman) $0 $0 $0
Adam Froelich (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $88,261 $0
Kevin Reilly (Trustee) $0 $0 $0
Chris Stellato (Trustee) $0 $0 $0
Jeremy Smith (Co Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,270,602
Expenses
$3,664,670
Net Income
$605,932
Net Assets
$10,832,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,976,794
93.1%
Investment Income $183,678
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $110,130
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,493,480
Total Liabilities $661,132
Net Assets $10,832,348
Compensation
Key Employees and Officers Compensation Related Other
Rob Bodnar (Co Chairman) $0 $0 $0
Jim Thornton (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $81,985 $0
Kevin Reilly (Co Chairman) $0 $0 $0
Chris Stellato (Trustee) $0 $0 $0
Jeremy Smith (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,512,548
Expenses
$3,150,089
Net Income
$1,362,459
Net Assets
$11,603,931
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,324,800
95.8%
Investment Income $187,702
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $46
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,493
0.0%
Assets/Debt
Total Assets $12,311,041
Total Liabilities $707,110
Net Assets $11,603,931
Compensation
Key Employees and Officers Compensation Related Other
Rob Bodnar (Trustee) $0 $0 $0
Jim Thornton (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $0 $0
Kevin Reilly (Trustee) $0 $0 $0
Chris Stellato (Trustee) $0 $0 $0
Jeremy Smith (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,540,666
Expenses
$2,611,047
Net Income
$929,619
Net Assets
$9,876,162
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,216,966
90.9%
Investment Income $217,415
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $106,285
3.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,387
0.1%
Assets/Debt
Total Assets $10,509,702
Total Liabilities $633,540
Net Assets $9,876,162
Compensation
Key Employees and Officers Compensation Related Other
Rob Bodnar (Trustee) $0 $0 $0
Jim Thornton (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $0 $0
Kevin Reilly (Trustee) $0 $0 $0
Chris Stellato (Trustee) $0 $0 $0
Michael Fagert (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,850,366
Expenses
$3,598,616
Net Income
$251,750
Net Assets
$8,437,749
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,655,519
94.9%
Investment Income $172,148
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,130
0.5%
Net Inventory Sales $0
Other Revenue $1,569
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,600
0.2%
Assets/Debt
Total Assets $9,014,058
Total Liabilities $576,309
Net Assets $8,437,749
Compensation
Key Employees and Officers Compensation Related Other
Rob Bodnar (Trustee) $0 $0 $0
Jim Thornton (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $0 $0
Kevin Reilly (Trustee) $0 $0 $0
Chris Stellato (Trustee) $0 $0 $0
Michael Fagert (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,594,432
Expenses
$4,125,638
Net Income
-$531,206
Net Assets
$7,442,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,301,271
91.8%
Investment Income $163,265
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,667
0.8%
Net Inventory Sales $0
Other Revenue $100,229
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,028
0.1%
Assets/Debt
Total Assets $8,180,455
Total Liabilities $737,620
Net Assets $7,442,835
Compensation
Key Employees and Officers Compensation Related Other
Rob Bodnar (Trustee) $0 $0 $0
Jim Thornton (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $0 $0
Kevin Reilly (Trustee) $0 $0 $0
Chris Stellato (Trustee) $0 $0 $0
Michael Fagert (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,627,229
Expenses
$3,524,252
Net Income
$102,977
Net Assets
$8,388,668
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,160,159
87.1%
Investment Income $198,419
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $268,159
7.4%
Net Inventory Sales $0
Other Revenue $492
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,319
0.0%
Assets/Debt
Total Assets $9,027,769
Total Liabilities $639,101
Net Assets $8,388,668
Compensation
Key Employees and Officers Compensation Related Other
Rob Bodnar (Trustee) $0 $0 $0
Jim Thornton (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $0 $0
Kevin Reilly (Trustee) $0 $0 $0
Chris Stellato (Trustee) $0 $0 $0
Michael Fagert (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,156,933
Expenses
$3,062,195
Net Income
$94,738
Net Assets
$7,937,263
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,934,635
93.0%
Investment Income $118,022
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $102,243
3.2%
Net Inventory Sales $0
Other Revenue $2,033
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,537
0.2%
Assets/Debt
Total Assets $8,586,744
Total Liabilities $649,481
Net Assets $7,937,263
Compensation
Key Employees and Officers Compensation Related Other
Rob Bodnar (Trustee) $0 $0 $0
Jim Thornton (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $0 $0
Kevin Reilly (Trustee) $0 $0 $0
Chris Stellato (Trustee) $0 $0 $0
Michael Fagert (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,985,429
Expenses
$2,799,054
Net Income
$186,375
Net Assets
$7,821,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,847,626
95.4%
Investment Income $136,726
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,077
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,392
0.1%
Assets/Debt
Total Assets $8,513,252
Total Liabilities $691,639
Net Assets $7,821,613
Compensation
Key Employees and Officers Compensation Related Other
Michael Fagert (Trustee) $0 $0 $0
James Thornton (Trustee) $0 $0 $0
Travis Hoskinson (Trustee) $0 $0 $0
Kevin Reilly (Trustee) $0 $0 $0
Jesse Wright (Trustee) $0 $0 $0
Rob Bodnar (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,527,392
Expenses
$3,190,525
Net Income
$336,867
Net Assets
$7,928,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,759,686
78.2%
Investment Income $183,140
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $584,566
16.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,504
0.1%
Assets/Debt
Total Assets $8,688,205
Total Liabilities $759,531
Net Assets $7,928,674
Compensation
Key Employees and Officers Compensation Related Other
Michael Fagert (Trustee) $0 $0 $0
James Thornton (Trustee) $0 $0 $0
Travis Hoskinson (Trustee) $0 $0 $0
Kevin Reilly (Trustee) $0 $0 $0
Ethan Surgenavic (Trustee) $0 $0 $0
Rob Bodnar (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,436,394
Expenses
$2,846,462
Net Income
$589,932
Net Assets
$7,978,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,938,329
85.5%
Investment Income $132,227
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $353,471
10.3%
Net Inventory Sales $0
Other Revenue $12,367
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,614,696
Total Liabilities $636,161
Net Assets $7,978,535
Compensation
Key Employees and Officers Compensation Related Other
Michael Fagert (Trustee) $0 $0 $0
James Thornton (Trustee) $0 $0 $0
Travis Hoskinson (Trustee) $0 $0 $0
Kevin Reilly (Trustee) $0 $0 $0
Ethan Surgenavic (Trustee) $0 $0 $0
Rob Bodnar (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,982,107
Expenses
$2,379,341
Net Income
$602,766
Net Assets
$7,002,385
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,686,118
90.1%
Investment Income $113,593
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $182,363
6.1%
Net Inventory Sales $0
Other Revenue $33
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,564,012
Total Liabilities $561,627
Net Assets $7,002,385

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,979,932
Expenses
$2,693,721
Net Income
$286,211
Net Assets
$6,175,558
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,679,106
89.9%
Investment Income $120,223
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $169,834
5.7%
Net Inventory Sales $0
Other Revenue $10,769
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,651,610
Total Liabilities $476,052
Net Assets $6,175,558

Document Links

Fiscal Year Ending Dec.
2010

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

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

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

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

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

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

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

About This Data

What Is 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 »

See an issue with the data?

Contact Us