Sheet Metal Workers Local Union 4 Health & Welfare Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,055,519 | 3,835,150 | −779,631 | 11.1 | 0% |
| 2012 | 2,931,931 | 3,132,946 | −201,015 | 12.8 | 0% |
| 2013 | 2,678,537 | 2,945,563 | −267,026 | 12.5 | 0% |
| 2014 | 2,948,904 | 3,102,838 | −153,934 | 11.3 | 0% |
| 2015 | 2,975,385 | 3,207,540 | −232,155 | 10.0 | 0% |
| 2016 | 3,183,671 | 3,465,144 | −281,473 | 8.3 | 0% |
| 2017 | 3,570,178 | 3,597,660 | −27,482 | 7.9 | 0% |
| 2018 | 3,981,940 | 3,265,815 | 716,125 | 11.3 | 0% |
| 2019 | 3,771,591 | 3,297,440 | 474,151 | 13.0 | 0% |
| 2020 | 4,176,305 | 3,704,796 | 471,509 | 13.1 | 0% |
| 2021 | 3,869,534 | 3,810,036 | 59,498 | 12.9 | 0% |
| 2022 | 3,292,865 | 3,544,812 | −251,947 | 13.0 | 0% |
| 2023 | 6,461,376 | 4,205,731 | 2,255,645 | 17.4 | 0% |
In its most recent public year (2023), this organization brought in $2,255,645 more than it spent. Its reserves stood at about 17.4 months of spending, up from 11.1 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Sheet Metal Workers Local Union 4 Health & Welfare Fund's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works