Sheet Metal Workers Vacation Fund: FY2021 Nonprofit Profile & Form 990 (EIN 73-6101985)

Revenue by fiscal year
FY2020	$1.9M
FY2021	$1.5M
FY2022	$1.6M
FY2023	$1.9M
FY2024	$2.1M
FY2025	$2.2M

Expenses by fiscal year
FY2020	$1.9M
FY2021	$1.5M
FY2022	$1.6M
FY2023	$1.9M
FY2024	$2.1M
FY2025	$2.2M

Net assets by fiscal year
FY2020	$6K
FY2021	$9K
FY2022	$10K
FY2023	$19K
FY2024	$35K
FY2025	$48K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $1.5M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Leon Hank Reaves

Trustee

$0Pt VII · Sec A

Jerry G Hovarter

Trustee

$0Pt VII · Sec A

Trent London

Trustee

$0Pt VII · Sec A

See Sheet Metal Workers Vacation Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Administers vacation benefits exempt under tax code 512(a)(3)(B).

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Provided by the organization

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1 program · $1.5M · in their own filed words · FY2020

01

Vacation benefits

$1.5Mprogram expense

By the numbers

The FY2021 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$1.5M

Ln 12

Fees for servicesLn 2g$1.5M

Investment incomeLn 3$2K

Money outPt IX

$1.5M

Ln 25

Programscol B$1.5M

Owns and owesPt X

$9K

net assets · Ln 32

Cash and savingsLn 1–2$638K

Total assetsLn 16$767K

LiabilitiesLn 26$758K

PeoplePt VI, VII

3

listed · VII A

PaidVII A0

Voting boardVI 1a3

IndependentVI 1b3

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$1.5M

Investment incomeLn 3$2K

Total revenueLn 12$1.5M

Assets in detailPt X, end of year

CashLn 1$624K

SavingsLn 2$14K

Cash and savings togetherLn 1–2$638K

Total assetsLn 16$767K

LiabilitiesLn 26$758K

Net assetsLn 32$9K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderMay

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$794K	$638K
Total assetsLn 16	$956K	$767K
LiabilitiesLn 26	$950K	$758K
Net assetsLn 32	$6K	$9K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$1.5M
Office expensesLn 13	$1K
Total functional expensesLn 25	$1.5M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$2.2M	$2.2M	$13K	$48K	990 PDF
FY2024	$2.1M	$2.1M	$16K	$35K	990 PDF
FY2023	$1.9M	$1.9M	$9K	$19K	990 PDF
FY2022	$1.6M	$1.6M	$2K	$10K	990 PDF
FY2021 Viewing	$1.5M	$1.5M	$2K	$9K	990 PDF
FY2020	$1.9M	$1.9M	$3K	$6K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $1,533,762 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $1,891,995$1,531,517

I-10 Investment incomePrior year $2,602$2,245

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $1,894,597$1,533,762

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $1,890,817$1,530,316

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $387$1,117

I-18 Total expensesPrior year $1,891,204$1,531,433

I-19 Revenue less expensesPrior year $3,393$2,329

Part VI · Governance 3 of 3 board members independent, 4 to look at

VI-1a Voting members of the governing body3

VI-1b Independent voting members3

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $1,533,762 across 3 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,531,517$1,531,517

VIII-3 Investment incomeRelated to mission $2,245$2,245

VIII-12 Total revenueRelated to mission $1,533,762 · Unrelated business $0 · Excluded from tax $0$1,533,762

Part IX · Statement of functional expenses $1,531,433 across 2 lines filed

IX-4 Benefits paid to or for members$1,530,316

IX-13 Office expenses$1,117

IX-25 Total functional expenses$1,531,433

Part X · Balance sheet $766,664 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $783,340$624,335

X-2 Savings and temporary cash investmentsStart of year $11,090$14,099

X-4 Accounts receivableStart of year $161,432$128,230

X-16 Total assetsStart of year $955,862$766,664

X-17 Accounts payable and accrued expensesStart of year $949,676$758,149

X-26 Total liabilitiesStart of year $949,676$758,149

X-32 Total net assets or fund balancesStart of year $6,186$8,515

X-33 Total liabilities and net assetsStart of year $955,862$766,664

Part XI · Reconciliation of net assets $8,515 net assets at year end

XI-1 Total revenue$1,533,762

XI-2 Total expenses$1,531,433

XI-3 Revenue less expenses$2,329

XI-4 Net assets at start of year$6,186

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$8,515

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Sheet Metal Workers Vacation Fund FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Sheet Metal Workers Vacation Fund

By the numbers

Filing history

Schedules filed Part IV