Civic Intelligence

Sheet Metal Workers Local No 268 Vacation Fund

EIN 37-1130387 • 501(c)9 • Caseyville, IL

View Organization Page

Profile

Providing vacation benefits to approximately 475 members of Sheet Metal Workers Local 268 through assessments to construction contractor employers

2701 North 89th StreetCaseyville, IL 62232
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.29x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

78th percentile

$105,322

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

4.8%

Faster revenue growth than 51% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$120,410

Up $16,364 (+16%) from 2024

Liabilities

Flat

$34,522

Flat from 2024

Net Assets

Up

$85,888

Up $16,364 (+24%) from 2024

Operations
Liabilities / Revenue65th percentileNet Margin45th percentile

Revenue

Up

$1,673,194

Up $76,676 (+4.8%) from 2024

Expenses

Up

$1,656,830

Up $80,004 (+5.1%) from 2024

Net Income

Down

$16,364

Down $3,328 (-17%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2021: $56,577Liabilities 2021: $34,522Net Assets 2021: $22,0552021Assets 2022: $60,038Liabilities 2022: $34,522Net Assets 2022: $25,5162022Assets 2024: $104,046Liabilities 2024: $34,522Net Assets 2024: $69,5242024Assets 2025: $120,410Liabilities 2025: $34,522Net Assets 2025: $85,8882025

Highlighted filing

2025

Assets$120,410
Liabilities$34,522
Net Assets$85,888
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2021: $1,302,084Expenses 2021: $1,296,083Net Income 2021: $6,0012021Revenue 2022: $1,368,507Expenses 2022: $1,365,046Net Income 2022: $3,4612022Revenue 2024: $1,596,518Expenses 2024: $1,576,826Net Income 2024: $19,6922024Revenue 2025: $1,673,194Expenses 2025: $1,656,830Net Income 2025: $16,3642025

Highlighted filing

2025

Revenue$1,673,194
Expenses$1,656,830
Net Income$16,364
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$120,410
Liabilities
$34,522
Net assets
$85,888
Revenue
$1,673,194
Expenses
$1,656,830
Net income
$16,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.03$0.09$1.67$1.66$0.02
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.03$0.07$1.60$1.58$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.03$0.03$1.37$1.37$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.03$0.02$1.30$1.30$0.01
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 25, 2025
Return Version
2023v6.0
Gross Receipts
$1,596,518
Mission and Program Overview

Mission

Providing vacation benefits to approximately 420 members of Sheet Metal Workers Local 268 through assessments to construction contractor employers

Providing vacation benefits to approximately 475 union members of Sheet Metal Workers Local 268

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$84,354$104,046▲ $19,692
Rtn Earn Endowment Incm Other Fnds$49,832$69,524▲ $19,692
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$84,354$104,046▲ $19,692
Liabilities
Other Liabilities$34,522$34,522→ $0
Total Liabilities$34,522$34,522→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,832$69,524▲ $19,692
Total Liabilities and Net Assets / Fund Balance$84,354$104,046▲ $19,692
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeOtherTotal
John LePereTrustee-$99,433$99,433
Jeffery BauerManaging TrusteePT$95,250$95,250

Board Members and Trustees

NameTitle
Brad McPhersonTrustee
Eric TheissTrustee
Paul NumiTrustee
Phil HallidayTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,569,044
Investment Income
$27,474
Other Revenue
$0
Change in Net Assets
$19,692

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,596,518
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,596,518
Total Revenue per Form 990
$1,596,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,152
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,568,674
Insurance---$4,875
Fees for Services Accounting---$3,046
Fees for Services Legal---$206
Other Expenses---$25
Total Functional Expenses$0$0$0$1,576,826

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,576,826
Total Expenses per Audited Statements$1,576,826
Total Expenses per Form 990$1,576,826
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Local 268-BM&O Assessments$12,976
Due to Local 268 Pension Fund$9,589
Due to Local 268-Job Targeting Assessments$9,269
Due to Local 268-Youth to Youth Assessments$2,688
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The governing body has assigned the task of reviewing, prior to sumsission, the completed Form 990 and related attachments and schedules, to the Managing Trustee, the individual who possesses the qualifications necessary to assess the completeness and accuracy of the information on the forms. The form 990 is made available, prior to submission, to all members of the governing body should they desire to do so.”

Form 990, Part VI, Section B, Line 15

“Any issue regarding compensation would be brought before the entire governing body and determined by the entire governing body. This organization has never paid compensation to any of its directors or trustees and has never had any employees.”

Form 990, Part VI, Section C, Line 19

“This organization makes its governing documents and financial statements available to the general public on an "upon request" basis.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local No 268 Vacation Fund
EIN
37-1130387
Phone
6183971443
Address
2701 North 89th Street, Caseyville, IL 62232

Signing Officer

Name
Jeffery R Bauer
Title
Trustee
Phone
6183971443
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffery R Bauer
Formed
1960
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Richard J Breslin Certified Public Accountant
Address
505 South Illinois Street, Belleville, IL 62220
Preparer
Richard Breslin
Phone
6182359811
Raw XML Appendix399 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Providing vacation benefits to approximately 475 union members of Sheet Metal Workers Local 268
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt01568674
IRS990/BooksInCareOfDetail/PersonNm0Managing Trustee
IRS990/BooksInCareOfDetail/PhoneNum06183971443
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02701 North 89th Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Caseyville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd062232
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01568674
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt027474
IRS990/CYOtherExpensesAmt08152
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01569044
IRS990/CYRevenuesLessExpensesAmt019692
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01576826
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01596518
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Vacation benefits paid directly to members of Sheet Metal Workers Local 268 provided the total benefits as outlined in the organization's mission statement
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01568674
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt03046
IRS990/FeesForServicesLegalGrp/TotalAmt0206
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt135
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0John LePere
IRS990/Form990PartVIISectionAGrp/PersonNm1Jeffery Bauer
IRS990/Form990PartVIISectionAGrp/PersonNm2Phil Halliday
IRS990/Form990PartVIISectionAGrp/PersonNm3Eric Theiss
IRS990/Form990PartVIISectionAGrp/PersonNm4Brad McPherson
IRS990/Form990PartVIISectionAGrp/PersonNm5Paul Numi
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt099433
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt195250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Managing Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01596518
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt04875
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt027474
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027474
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Providing vacation benefits to approximately 475 members of Sheet Metal Workers Local 268 through assessments to construction contractor employers
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt049832
IRS990/NetAssetsOrFundBalancesEOYAmt069524
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bank fee
IRS990/OtherExpensesGrp/TotalAmt025
IRS990/OtherLiabilitiesGrp/BOYAmt034522
IRS990/OtherLiabilitiesGrp/EOYAmt034522
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jeffery R Bauer
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Benefit assessments from contractor employers
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01569044
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01569044
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01570863
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019349
IRS990/PYOtherExpensesAmt03995
IRS990/PYOtherRevenueAmt06646
IRS990/PYProgramServiceRevenueAmt01573179
IRS990/PYRevenuesLessExpensesAmt024316
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01574858
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01599174
IRS990/ReconcilationRevenueExpnssAmt019692
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01569044
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt049832
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt069524
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084354
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0104046
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01576826
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012976
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12688
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt29269
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt39589
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Local 268-BM&O Assessments
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Local 268-Youth to Youth Assessments
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Due to Local 268-Job Targeting Assessments
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Due to Local 268 Pension Fund
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01596518
IRS990ScheduleD/TotalExpensesPerForm990Amt01576826
IRS990ScheduleD/TotalLiabilityAmt034522
IRS990ScheduleD/TotalRevenuePerForm990Amt01596518
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01596518
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01576826
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The governing body has assigned the task of reviewing, prior to sumsission, the completed Form 990 and related attachments and schedules, to the Managing Trustee, the individual who possesses the qualifications necessary to assess the completeness and accuracy of the information on the forms. The form 990 is made available, prior to submission, to all members of the governing body should they desire to do so.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Any issue regarding compensation would be brought before the entire governing body and determined by the entire governing body. This organization has never paid compensation to any of its directors or trustees and has never had any employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2This organization makes its governing documents and financial statements available to the general public on an "upon request" basis.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Sheet Metal Workers Local 268
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Sheet Metal Workers Local 268 Health and Welfare Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0370557803
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1370842910
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Union representation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Providing health benefits to union members
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02701 North 89th Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12701 North 89th Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Caseyville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Caseyville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd062232
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd162232
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0The Vacation Fund shares facilities with Sheet Metal Workers Local 268 and remits an amount based upon a reimbursement of its share of actual expense incurred by Local 268 for the facilities
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule R, Part V, Line 2
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt10
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt20
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt30
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0None of applicable threshholds were met
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1None of applicable threshholds were met
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2None of applicable threshholds were met
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3None of applicable threshholds were met
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Sheet Metal Workers Local 268
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Sheet Metal Workers Local 268
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2Sheet Metal Workers Local 268 Health and Welfare Fund
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3Sheet Metal Workers Local 268 Health and Welfare Fund
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1o
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3o
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt084354
IRS990/TotalAssetsEOYAmt0104046
IRS990/TotalAssetsGrp/BOYAmt084354
IRS990/TotalAssetsGrp/EOYAmt0104046
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01576826
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034522
IRS990/TotalLiabilitiesEOYAmt034522
IRS990/TotalLiabilitiesGrp/BOYAmt034522
IRS990/TotalLiabilitiesGrp/EOYAmt034522
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt049832
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt069524
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt01568674
IRS990/TotalProgramServiceRevenueAmt01569044
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01596518
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01596518
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt084354
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0104046
IRS990/TotReportableCompRltdOrgAmt0194683
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02701 N 89th Street
IRS990/USAddress/CityNm0Caseyville
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062232
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0local268.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffery R Bauer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06183971443
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL NO 268 VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0371130387
ReturnHeader/Filer/PhoneNum06183971443
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 North 89th Street
ReturnHeader/Filer/USAddress/CityNm0Caseyville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062232
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371057420
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard J Breslin Certified Public Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 South Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Belleville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062220
ReturnHeader/PreparerPersonGrp/PhoneNum06182359811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Breslin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-25T09:30:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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