Colorado Sheet Metal Workers Local 9 Family Health Plan

Spokane, WA
Tax-exempt since May 1964
EIN: 84-6029106

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Health — General and Rehabilitative / Health, General and Financing (NTEE)

Donations to this organization are not tax deductible.

Revenue

$19.7M (2023)

Expenses

$18.6M (2023)

Total Assets

$13.2M (2023)

Total Liabilities

$225k (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 Dec.
2023

Revenue

$19,656,002

Expenses

$18,641,696

Net Income

$1,014,306

Net Assets

$12,979,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$19,345,160	98.4%
Investment Income	$256,246	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$29,777	0.2%
Net Inventory Sales	$0
Other Revenue	$24,819	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,203,924
Total Liabilities	$224,879
Net Assets	$12,979,045

Compensation

Key Employees and Officers	Compensation	Related	Other
Dwayne Stephens (Trustee)	$0	$0	$0
Thomas P Keating (Secretary Past)	$0	$10,000	$0
Randy Mitchell (Trustee)	$0	$105,344	$56,439
Nathan Cooper (Secretary)	$0	$179,283	$38,510
Jon Alvino (Chairman)	$0	$115,157	$58,498
Mike Paulus (Trustee New)	$0	$0	$0
Lorey Chittum (Administrator)	$0	$115,591	$46,125

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990

Filed on Nov. 12, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$19,758,140

Expenses

$21,028,746

Net Income

-$1,270,606

Net Assets

$11,471,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$19,579,783	99.1%
Investment Income	$301,768	1.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$135,440
Net Inventory Sales	$0
Other Revenue	$12,029	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$11,692,887
Total Liabilities	$221,843
Net Assets	$11,471,044

Compensation

Key Employees and Officers	Compensation	Related	Other
Dwayne Stephens (Trustee)	$0	$0	$0
Thomas P Keating (Secretary)	$0	$20,000	$0
Randy Mitchell (Trustee)	$0	$102,775	$55,434
Nathan Cooper (Trustee)	$0	$125,067	$35,091
Jon Alvino (Chairman)	$0	$112,954	$57,743
Lorey Chittum (Administrator)	$0	$108,052	$45,985

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990

Filed on Nov. 9, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$16,655,685

Expenses

$16,114,947

Net Income

$540,738

Net Assets

$13,991,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$16,320,575	98.0%
Investment Income	$263,038	1.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$52,991	0.3%
Net Inventory Sales	$0
Other Revenue	$19,081	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$14,072,511
Total Liabilities	$80,557
Net Assets	$13,991,954

Compensation

Key Employees and Officers	Compensation	Related	Other
Dwayne Stephens (Trustee)	$0	$58,784	$29,664
Thomas P Keating (Secretary)	$0	$20,000	$0
Randy Mitchell (Trustee)	$0	$99,392	$53,177
Nathan Cooper (Trustee)	$0	$120,318	$26,823
Jon Alvino (Chairman)	$0	$103,641	$53,978
Lorey Chittum (Administrator)	$0	$90,076	$41,106

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990

Filed on Nov. 14, 2022

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

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$17,137,332

Expenses

$17,044,642

Net Income

$92,690

Net Assets

$13,362,766

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$16,914,582	98.7%
Investment Income	$189,686	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$18,721	0.1%
Net Inventory Sales	$0
Other Revenue	$14,343	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,734,310
Total Liabilities	$371,544
Net Assets	$13,362,766

Compensation

Key Employees and Officers	Compensation	Related	Other
Dwayne Stephens (Chairman)	$0	$109,388	$54,829
Thomas P Keating (Secretary)	$0	$25,225	$0
Randy Mitchell (Trustee)	$0	$100,995	$53,393
Nathan Cooper (Trustee)	$0	$123,718	$19,790
Jon Alvino (Trustee)	$0	$99,888	$52,322
Lorey Chittum (Administrator)	$0	$87,177	$39,086

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990

Filed on Nov. 5, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$15,215,501

Expenses

$14,573,155

Net Income

$642,346

Net Assets

$12,710,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$14,953,845	98.3%
Investment Income	$228,572	1.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$18,180	0.1%
Net Inventory Sales	$0
Other Revenue	$14,904	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$12,879,497
Total Liabilities	$168,928
Net Assets	$12,710,569

990

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$14,987,848

Expenses

$15,914,932

Net Income

-$927,084

Net Assets

$11,555,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$14,807,754	98.8%
Investment Income	$176,509	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$7,029
Net Inventory Sales	$0
Other Revenue	$10,614	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$11,621,767
Total Liabilities	$66,491
Net Assets	$11,555,276

990

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$15,789,039

Expenses

$12,826,486

Net Income

$2,962,553

Net Assets

$12,643,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$15,655,075	99.2%
Investment Income	$124,075	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,036	0.1%
Net Inventory Sales	$0
Other Revenue	$853	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$12,903,639
Total Liabilities	$260,311
Net Assets	$12,643,328

990

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

PDF

Fiscal Year Ending Dec.
2016

Revenue

$13,543,465

Expenses

$13,228,336

Net Income

$315,129

Net Assets

$9,578,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$13,410,537	99.0%
Investment Income	$120,961	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$11,492	0.1%
Net Inventory Sales	$0
Other Revenue	$475	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,779,228
Total Liabilities	$200,355
Net Assets	$9,578,873

990

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$10,347,098

Expenses

$14,161,685

Net Income

-$3,814,587

Net Assets

$9,106,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,107,330	97.7%
Investment Income	$104,382	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$77,038	0.7%
Net Inventory Sales	$0
Other Revenue	$58,348	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,233,774
Total Liabilities	$127,498
Net Assets	$9,106,276

Compensation

Key Employees and Officers	Compensation	Related	Other
Dwayne Stephens (Chairman New)	$0	$49,592	$12,085
Thomas P Keating (Secretary)	$0	$119,545	$11,670
Randy Mitchell (Trustee)	$0	$89,136	$38,777
Eric Debey (Chairman Past)	$0	$96,205	$38,466
Mary Martin (Administrator)	$0	$80,733	$24,132

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990

Filed on July 28, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$9,083,029

Expenses

$9,753,506

Net Income

-$670,477

Net Assets

$12,996,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,771,614	96.6%
Investment Income	$145,404	1.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$157,490	1.7%
Net Inventory Sales	$0
Other Revenue	$8,521	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,067,137
Total Liabilities	$70,519
Net Assets	$12,996,618

Compensation

Key Employees and Officers	Compensation	Related	Other
Eric Debey (Chairman)	$0	$94,745	$37,806
Thomas P Keating (Secretary)	$0	$110,750	$12,150
Randy Mitchell (Trustee)	$0	$87,974	$38,026
Mary Martin (Administrator)	$0	$80,891	$22,901

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990

Filed on Nov. 13, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$8,267,217

Expenses

$8,330,814

Net Income

-$63,597

Net Assets

$13,170,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,986,049	96.6%
Investment Income	$118,514	1.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$159,580	1.9%
Net Inventory Sales	$0
Other Revenue	$3,074	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,243,907
Total Liabilities	$73,613
Net Assets	$13,170,294

990

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$7,776,583

Expenses

$8,718,493

Net Income

-$941,910

Net Assets

$13,076,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,563,765	97.3%
Investment Income	$125,293	1.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$86,215	1.1%
Net Inventory Sales	$0
Other Revenue	$1,310	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,163,762
Total Liabilities	$86,918
Net Assets	$13,076,844

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$8,812,412

Expenses

$9,615,180

Net Income

-$802,768

Net Assets

$13,310,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,329,183	94.5%
Investment Income	$312,563	3.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$164,121	1.9%
Net Inventory Sales	$0
Other Revenue	$6,545	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,373,567
Total Liabilities	$63,125
Net Assets	$13,310,442

990

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

PDF

Fiscal Year Ending Dec.
2010

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

990

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

PDF

Fiscal Year Ending Dec.
2009

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

990

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

PDF

Fiscal Year Ending Dec.
2008

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

990

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2007

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

990

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

PDF

Fiscal Year Ending Dec.
2006

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

990

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

PDF

Fiscal Year Ending Dec.
2005

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

990

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

PDF

Fiscal Year Ending Dec.
2004

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

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.

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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 »

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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.

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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.

Updated December 20, 2024

Colorado Sheet Metal Workers Local 9 Family Health Plan

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $19.7M (2023)

Expenses $18.6M (2023)

Total Assets $13.2M (2023)

Total Liabilities $225k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$19.7M (2023)

Expenses

$18.6M (2023)

Total Assets

$13.2M (2023)

Total Liabilities

$225k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004