2024-05-15T16:13:56-05:00 2023-06-30 730941849 BRYAN LITTLE HALEY & KENT PC P O BOX 2306 BARTLESVILLE OK 740052306 990 2022-07-01 730721710 SHEET METAL INDUSTRY FUND OF WESTERN OKLAHOMA SHEE 4058484848 3717 NW 63RD STREET 100 OKLAHOMA CITY OK 73116 JOE A MCKENZIE TRUSTEE 4056078743 2024-05-08 1 JOE MCKENZIE 999009999 0 THAD KENT P00395763 9183361433 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOE A MCKENZIE 4100 N WALNUT OKLAHOMA CITY OK 73105 361827 0 X N/A X 1962 OK TO PROMOTE THE DEMAND FOR SHEET METAL PRODUCTS, EDUCATE THE GENERAL PUBLIC REGARDING THE INDUSTRY, FORMULATE PROGRAMS THAT PROMOTE HARMONY BETWEEN EMPLOYERS AND EMPLOYEES IN THE INDUSTRY AND MAKE CONTRIBUTION IN THE FORM OF MEMBERSHIP DUES TO APPROVED ORGANIZATIONS WITHIN THE SHEET METAL VENTILATING AND AIR CONDITIONING DIVISIONS OF THE CONSTRUCTION INDUSTRY. 5 5 1 0 0 0 0 0 316157 360779 361 476 0 572 316518 361827 0 0 0 0 77987 54885 0 0 0 208070 269300 286057 324185 30461 37642 285271 323086 -93 80 285364 323006 X TO PROMOTE THE DEMAND FOR SHEET METAL PRODUCTS, EDUCATE THE GENERAL PUBLIC REGARDING THE INDUSTRY, FORMULATE PROGRAMS THAT PROMOTE HARMONY BETWEEN EMPLOYERS AND EMPLOYEES IN THE INDUSTRY AND MAKE CONTRIBUTIONS IN THE FORM OF MEMBERSHIP DUES TO APPROVED ORGANIZATIONS WITHIN THE SHEET METAL, VENTILATING AND AIR-CONDITIONING DIVISIONS OF THE CONSTRUCTION INDUSTRY. 0 0 DUES-LOCAL AND NATIONAL TO PROMOTE THE INDUSTRY AND PROVIDE SAFETY AND EDUCATION PROGRAMS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 OK X COX HOLSTED AND DIMICK PLLC 4058484848 3717 NW 63RD STREET OKLAHOMA CITY OK 73112 X JOE A MCKENZIE TRUSTEE 2.00 X 0 0 0 JUERGEN DANIEL TRUSTEE 2.00 X 0 0 0 MICHAEL CLARK TRUSTEE 2.00 X 0 0 0 NATHAN DILLS TRUSTEE 2.00 X 0 0 0 KYLE BELLMON TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 611710 360779 360779 360779 476 476 MISC INCOME 900099 572 572 572 361827 361351 0 476 49914 1122 3849 1021 6500 12495 599 2312 898 66745 29 126158 5592 5201 EDUCATION 20443 UTILITIES 7582 CONSULTING 3886 INTERNET 3549 6290 324185 134365 176657 55004 55480 208853 117904 95902 90949 285271 323086 -93 80 -93 80 X 285364 323006 285364 323006 285271 323086 37642 0 X X 0 1 X 1 0 185565 95066 90499 23288 22838 450 90949 PAYROLL LIABILITIES 80 80 X 361827 0 361827 0 361827 324185 0 324185 0 324185 PART X, LINE 2: THE SHEET METAL INDUSTRY FUND TRUST IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER THE PROVISION OF SECTION 501 (C) (6) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B ALL VOTING MEMBERS REVIEW THE COMPLETED RETURN BEFORE THE SIGNING DIRECTOR/TRUSTEE REVIEWS AND SIGNS. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS AND RECORDS ARE PERIODICALLY REVIEWED TO INSURE THAT THEY HAVE BEEN PROPERLY RECORDED,THAT INVESTMENTS OR PAYMENTS FOR GOODS AND SERVICES FURTHER THE CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE BENEFIT OR EXCESS BENEFIT TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL COMPENSATION REVIEW AND APPROVAL IS CONDUCTED BY THE BOARD OF TRUSTEES TO DETERMINE WHETHER THE COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE. THE COMPENSATION IS BASED ON COMPETENT INFORMATION AND THE RESULTS OF ARM'S LENGTH BARGAINING. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE FROM THE PRIOR YEAR TO THE OVERSIGHT OR SELECTION PROCESS.