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Sheet Metal Workers 100 Welfare Fund

  • Portland, OR
  • Tax-exempt since March 1955
  • EIN: 52-6038494

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
$37M (2023)

Expenses
$33.4M (2023)

Total Assets
$60.9M (2023)

Total Liabilities
$199k (2023)

Source: Form 990 tax filings from 2011 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 March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,954,469
Expenses
$33,377,319
Net Income
$3,577,150
Net Assets
$60,725,739
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,468,604
96.0%
Investment Income $1,507,866
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,001
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 $60,924,650
Total Liabilities $198,911
Net Assets $60,725,739
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Bigelow (Employer Trustee) $0 $0 $0
Richard D Labille Iii (Union Trustee) $0 $155,104 $72,071
Geoffrey Parks (Employer Trustee) $0 $0 $0
R Scott Gregory (Employer Trustee) $0 $0 $0
John Dumler (Union Trustee) $0 $0 $0
Michael Noble (Union Trustee) $0 $139,435 $69,830
Frank Battaglino (Employer Trustee) $0 $0 $0
William Allen (Union Trustee) $0 $96,391 $55,620
Dale Sheppard (Employer Trustee) $0 $0 $0
Thomas Killeen (Union Trustee) $0 $138,518 $69,829
+ View more people

Document Links

990
Filed on Feb. 8, 2024

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

View Filing
XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,276,972
Expenses
$27,774,317
Net Income
$6,502,655
Net Assets
$51,492,146
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,342,477
97.3%
Investment Income $934,495
2.7%
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 $59,368,211
Total Liabilities $7,876,065
Net Assets $51,492,146
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Bigelow (Employer Trustee) $0 $0 $0
Richard D Labille Iii (Union Trustee) $0 $142,362 $72,071
Geoffrey Parks (Employer Trustee) $0 $0 $0
R Scott Gregory (Employer Trustee) $0 $0 $0
John Dumler (Union Trustee) $0 $0 $0
Michael Noble (Union Trustee) $0 $129,182 $69,830
Frank Battaglino (Employer Trustee) $0 $0 $0
William Allen (Union Trustee) $0 $88,142 $55,620
Dale Sheppard (Employer Trustee) $0 $0 $0
Thomas Killeen (Union Trustee) $0 $129,176 $69,829
+ View more people

Document Links

990
Filed on Jan. 17, 2023

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

View Filing
PDF XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,426,550
Expenses
$26,542,591
Net Income
$5,883,959
Net Assets
$46,194,402
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,368,688
96.7%
Investment Income $822,320
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $235,232
0.7%
Net Inventory Sales $0
Other Revenue $310
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $46,371,033
Total Liabilities $176,631
Net Assets $46,194,402
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Bigelow (Employer Trustee) $0 $0 $0
Richard D Labille Iii (Union Trustee) $0 $135,620 $73,615
Geoffrey Parks (Employer Trustee) $0 $0 $0
R Scott Gregory (Employer Trustee) $0 $0 $0
Bernard Brill (Employer Trustee (P)) $0 $0 $0
Edward Whalen (Union Trustee (P)) $0 $101,813 $70,547
John Dumler (Union Trustee) $0 $0 $0
Michael Noble (Union Trustee) $0 $121,642 $71,284
Frank Battaglino (Employer Trustee) $0 $0 $0
William Allen (Union Trustee) $0 $80,628 $56,762
Dale Sheppard (Employer Trustee) $0 $0 $0
Thomas Killeen (Union Trustee) $0 $120,776 $71,139
+ View more people

Document Links

990
Filed on Jan. 18, 2022

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

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,464,460
Expenses
$23,964,844
Net Income
$7,499,616
Net Assets
$37,502,449
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,827,363
98.0%
Investment Income $635,637
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,460
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 $0
Assets/Debt
Total Assets $37,729,974
Total Liabilities $227,525
Net Assets $37,502,449
Compensation
Key Employees and Officers Compensation Related Other
Norbert Klusmann (Trustee (P)) $0 $0 $0
Kathleen Bigelow (Employer Trustee) $0 $0 $0
Dale Trunnell (Trustee (P)) $0 $0 $0
Richard D Labille Iii (Union Trustee) $0 $133,053 $71,466
Geoffrey Parks (Employer Trustee) $0 $0 $0
R Scott Gregory (Employer Trustee) $0 $0 $0
Bernard Brill (Employer Trustee) $0 $0 $0
Edward Whalen (Union Trustee) $0 $99,403 $46,683
John Dumler (Union Trustee) $0 $0 $0
Michael Noble (Union Trustee) $0 $118,333 $68,400
Frank Battaglino (Employer Trustee) $0 $0 $0
William Allen (Union Trustee) $0 $79,546 $40,154
+ View more people

Document Links

990
Filed on Jan. 13, 2021

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

View Filing
XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,902,288
Expenses
$23,968,683
Net Income
$3,933,605
Net Assets
$30,776,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,301,635
97.8%
Investment Income $555,617
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$237,457
Net Inventory Sales $0
Other Revenue $282,493
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $31,366,964
Total Liabilities $590,871
Net Assets $30,776,093
Compensation
Key Employees and Officers Compensation Related Other
Norbert Klusmann (Trustee) $0 $0 $0
Kathleen Bigelow (Trustee) $0 $0 $0
Dale Trunnell (Trustee) $0 $0 $0
Richard D Labille Iii (Trustee) $0 $133,025 $0
Geoffrey Parks (Trustee) $0 $0 $0
R Scott Gregory (Trustee) $0 $0 $0
Bernard Brill (Trustee) $0 $0 $0
Edward Whalen (Trustee) $0 $0 $0
John Dumler (Trustee) $0 $0 $0
Michael Noble (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 3, 2020

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

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,872,482
Expenses
$21,231,852
Net Income
$5,640,630
Net Assets
$26,334,110
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,081,958
97.1%
Investment Income $356,255
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $690
0.0%
Net Inventory Sales $0
Other Revenue $433,579
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,090,205
Total Liabilities $756,095
Net Assets $26,334,110
Compensation
Key Employees and Officers Compensation Related Other
Norbert Klusmann (Trustee) $0 $0 $0
Kathleen Bigelow (Trustee) $0 $0 $0
James Noto (Trustee) $0 $0 $0
Richard D Labille Iii (Trustee) $0 $131,669 $0
Geoffrey Parks (Trustee) $0 $0 $0
R Scott Gregory (Trustee) $0 $0 $0
Bernie Brill (Trustee) $0 $0 $0
Edward Whalen (Trustee) $0 $0 $0
John Dumler (Trustee) $0 $0 $0
Michael Noble (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 13, 2019

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

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,908,278
Expenses
$20,522,982
Net Income
$3,385,296
Net Assets
$20,472,805
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,365,118
97.7%
Investment Income $328,365
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$141,903
Net Inventory Sales $0
Other Revenue $356,698
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,071,056
Total Liabilities $598,251
Net Assets $20,472,805
Compensation
Key Employees and Officers Compensation Related Other
Norbert Klusmann (Trustee) $0 $111,852 $0
Kathleen Bigelow (Trustee) $0 $0 $0
James Noto (Trustee) $0 $0 $0
Richard D Labille Iii (Trustee) $0 $122,974 $0
Geoffrey Parks (Trustee) $0 $0 $0
R Scott Gregory (Trustee) $0 $0 $0
Bernie Brill (Trustee) $0 $0 $0
Edward Whalen (Trustee) $0 $92,378 $0
John Dumler (Trustee) $0 $0 $0
Michael Noble (Trustee) $0 $55,759 $0
+ View more people

Document Links

990
Filed on Feb. 14, 2018

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

View Filing
XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,054,914
Expenses
$21,137,495
Net Income
-$82,581
Net Assets
$16,547,171
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,327,860
96.5%
Investment Income $328,982
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,597
0.1%
Net Inventory Sales $0
Other Revenue $387,475
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,451,458
Total Liabilities $904,287
Net Assets $16,547,171
Compensation
Key Employees and Officers Compensation Related Other
John Shields (Trustee) $0 $135,739 $0
Kathleen Bigelow (Trustee) $0 $0 $0
James Noto (Trustee) $0 $0 $0
Richard Labille (Trustee) $0 $123,756 $0
Rodney Meyer (Trustee) $0 $0 $0
R Scott Gregory (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2017

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

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,145,776
Expenses
$25,632,469
Net Income
-$3,486,693
Net Assets
$17,020,759
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,981,169
94.7%
Investment Income $451,845
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $301,331
1.4%
Net Inventory Sales $0
Other Revenue $411,431
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,309,133
Total Liabilities $288,374
Net Assets $17,020,759
Compensation
Key Employees and Officers Compensation Related Other
John Shields (Trustee) $0 $149,290 $0
Kathleen Bigelow (Trustee) $0 $0 $0
James Noto (Trustee) $0 $0 $0
Richard Labille (Trustee) $0 $133,588 $0
Rodney Meyer (Trustee) $0 $0 $0
R Scott Gregory (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2016

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

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,327,104
Expenses
$22,893,573
Net Income
-$1,566,469
Net Assets
$20,611,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,106,313
94.3%
Investment Income $332,487
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $180,755
0.8%
Net Inventory Sales $0
Other Revenue $707,549
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,154,169
Total Liabilities $542,744
Net Assets $20,611,425
Compensation
Key Employees and Officers Compensation Related Other
John Shields (Trustee) $0 $150,770 $0
Kathleen Bigelow (Trustee) $0 $0 $0
James Noto (Trustee) $0 $0 $0
Richard Labille (Trustee) $0 $131,547 $0
Rodney Meyer (Trustee) $0 $0 $0
R Scott Gregory (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 12, 2015

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

View Filing
PDF XML

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,558,988
Expenses
$22,534,967
Net Income
$1,024,021
Net Assets
$22,261,706
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,771,326
92.4%
Investment Income $578,307
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $528,088
2.2%
Net Inventory Sales $0
Other Revenue $681,267
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,697,630
Total Liabilities $435,924
Net Assets $22,261,706

Document Links

990
Filed on March 18, 2014

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

View Filing
PDF XML

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,832,697
Expenses
$25,783,969
Net Income
-$3,951,272
Net Assets
$21,277,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,687,180
94.8%
Investment Income $739,455
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $67,861
0.3%
Net Inventory Sales $0
Other Revenue $338,201
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,014,815
Total Liabilities $737,332
Net Assets $21,277,483

Document Links

990

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

PDF

Fiscal Year Ending March
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,370,948
Expenses
$24,441,398
Net Income
-$2,070,450
Net Assets
$24,733,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,377,010
95.6%
Investment Income $738,043
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$42,024
Net Inventory Sales $0
Other Revenue $297,919
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,735,097
Total Liabilities $1,001,633
Net Assets $24,733,464

Document Links

990

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

PDF

Fiscal Year Ending March
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

990

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

PDF

Fiscal Year Ending March
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 March
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 March
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
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending March
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 March
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

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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