Mission
TO PROVIDE WELFARE BENEFITS, SUCH AS LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, LOSS OF TIME, DISABILITY, DENTAL, VISION, HOSPITAL, AND SURGICAL BENEFITS FOR UNION MEMBERS AND THEIR SPOUSE AND/OR DEPENDENTS.
Public Charity
FOX VALLEY SHEET METAL HEALTH FUND
FOX VALLEY SHEET METAL HEALTH FUND is a Public Charity headquartered in WAUKESHA, WI. Financial data from the 2025 filing: $15.8M revenue, $16.9M expenses, $19.2M total assets.
EIN: 396095127
WAUKESHA, WI
Latest filing: 2025
Total Revenue$15.8M
Total Expenses$16.9M
Total Assets$19.2M
Grant Records0
Filing Years2021–2025
Where $100 goes at Fox Valley Sheet Metal Health Fund
How Fox Valley Sheet Metal Health Fund divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$94
Programs
the work itself
$6
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $94 for programs
$94
To provide health, life, dental, vision, prescription drug, and disability benefits to eligible participants, spouses, and dependents
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
CHAIRMAN
Carven Blanck
SECRETARY
Daniel Wippich
UNION TRUSTEE
Dan Novak Start 9924
EMPLOYER TRUSTEE
Jeffrey Gaecke
EMPLOYER TRUSTEE
Jodi Miller-Larson
UNION TRUSTEE
Matthew Forster Until 9924
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $15.8M | $16.9M | $19.2M |
| 2024 | $14.9M | $13.9M | $19.8M |
| 2023 | $14.5M | $13.5M | $18.2M |
| 2022 | $13.0M | $11.9M | $17.1M |
| 2021 | $12.2M | $10.7M | $16.7M |
Between 2021 and 2025, reported annual revenue grew from $12.2M to $15.8M (+29%), with total assets most recently reported at $19.2M.
Interactive year-over-year charts and full filing details available with membership.