2026-06-05T13:38:16-05:00 2025-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2025-01-01 364272681 SMACNA OF NORTHERN ILLINOIS INDUSTRY FUND SMAC 8152261764 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 TODD BYXBE CO-CHAIRMAN 8152261764 2026-06-05 1 BRANDON WOLBER P01460460 3123680500 2026-06-05 2025 2025-03-06 01:10:19Z X TODD BYXBE 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 342006 0 X N/A X 1964 IL TO PROMOTE THE SHEET METAL TRADE INDUSTRY 6 6 0 0 0 0 0 0 334531 342006 0 0 0 0 334531 342006 0 0 0 0 0 0 0 0 0 325594 339582 325594 339582 8937 2424 40782 42746 18323 17863 22459 24883 X TO ESTABLISH AND CONDUCT AN EDUCATIONAL PROGRAM FOR THE GENERAL PUBLIC, EMPLOYER MEMBERS, EMPLOYEE MEMBERS AND OTHERS WITH RESPECT TO NEW TECHNIQUES, IDEAS AND METHODS WHICH WILL IMPROVE THE SHEET METAL INDUSTRY AND INCREASE THE CONTRIBUTIONS THAT THE INDUSTRY AND ITS EMPLOYEES CAN MAKE TO THE COMMUNITY. 0 0 PROMOTION OF SHEET METAL INDUSTRY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 X RICK LUNDVALL 5633406471 1983 SPRUCE HILLS DRIVE BETTENDORF IA 52722 KURT MATTSON TRUSTEE 1.00 1.00 X 0 0 0 TODD BYXBE CO-CHAIRMAN - NEW / TRUSTEE - PAST 1.00 1.00 X 0 0 0 KEVIN RAUCH TRUSTEE - PAST 1.00 X 0 0 0 ROBERT DENEN TRUSTEE 1.00 1.00 X 0 0 0 DAVE KISTING TRUSTEE - NEW / CO-CHAIRMAN - PAST 1.00 1.00 X 0 0 0 JASON BERGER TRUSTEE - NEW / CO-CHAIRMAN - PAST 1.00 1.00 X 0 0 0 MIKE SMITH CO-CHAIRMAN - NEW 1.00 1.00 X 0 0 0 DEB SULLIVAN ADMINISTRATOR - PAST 1.00 40.00 X 0 52332 15755 RICHARD LUNDVALL ADMINISTRATOR - NEW 1.00 20.00 X 0 20000 0 0 72332 15755 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 342006 342006 342006 342006 342006 0 0 X 17 5540 225905 1416 106542 162 339582 11815 10763 28967 31497 0 486 40782 42746 18323 17863 18323 17863 X 22459 24883 22459 24883 40782 42746 2424 0 X X 0 1 X 1 0 0 X 342006 0 342006 0 342006 339582 0 339582 0 339582 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. SMACNA OF NORTHERN ILLINOIS INC COMMON TRUSTEES AND OFFICERS 225905 THE FUND SHARES COMMON ADMINISTRATIVE STAFF AND FACILITIES WITH SMACNA OF NORTHERN ILLINOIS, INC. THE FUND SUBSIDIZES PROGRAM AND ADMINISTRATIVE SERVICES OF THE ASSOCIATION BASED ON APPROVED AMOUNTS. DURING THE YEAR ENDED DECEMBER 31, 2025, THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES ALSO SERVED AS DIRECTORS ON THE BOARD OF DIRECTORS OF THE ASSOCIATION: KURT MATTSON, TODD BYXBE, DAVE KISTING, AND JASON BERGER. ADDITIONALLY, DEB SULLIVAN (FORMER ADMINISTRATOR) AND RICK LUNDVALL (NEW ADMINISTRATOR) SERVED AS THE CHIEF MANAGEMENT OFFICIAL OF BOTH ORGANIZATIONS. 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FUND ADMINISTRATOR TO REVIEW WITH THE BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND REQUIRES TRUSTEES TO DISCLOSE ANNUALLY OF POTENTIAL CONFLICTS OF INTEREST AND OBTAINS DISCLOSURE STATEMENTS WHICH ARE KEPT ON FILE BY THE FUND. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G EDUCATION 225,905. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT. SMACNA OF NORTHERN ILLINOIS INC 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 362656769 TRADE ASSOCIATION IL 501(C)6 NOT APPLICABLE NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0