Nonprofit · EIN 37-0842910
SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND
Tax-exempt · CASEYVILLE, IL 62232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,332,459 | $8,696,860 | $1,635,599 | $17,843,912 | $0 | $17,843,912 |
| June 30, 2024 | 990 | $10,160,928 | $7,595,106 | $2,565,822 | $16,208,313 | $0 | $16,208,313 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,093,206
- Investment income
- $1,227,403
- Other revenue
- $11,850
Expenses
- Grants and similar amounts paid
- $8,318,668
- Other salaries and wages
- $57,436
- Salaries, compensation and benefits (total)
- $82,990
- Professional fundraising fees
- $0
- Legal fees
- $10,097
- Accounting fees
- $28,840
- Depreciation
- $385
Balance sheet and other
- Total assets, start of year
- $16,208,313
- Total assets, end of year
- $17,843,912
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,843,912
- Land, buildings and equipment
- $64,032
- Publicly traded securities
- $14,336,913
- Gross receipts
- $10,332,459
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1960
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| John LePere | Trustee Trustee or director | 1 | $0 | $104,322 |
| Paul Numi | Trustee Trustee or director | 1 | $0 | $99,373 |
| Jeffery R Bauer | Managing Trustee Trustee or director, Officer | 10 | $0 | $99,373 |
| Phil Halliday | Trustee Trustee or director | 1 | $0 | $0 |
| Eric Theiss | Trustee Trustee or director | 1 | $0 | $0 |
| Brad McPherson | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| John LePere | Trustee Trustee or director | 1 | $0 | $99,433 |
| Paul Numi | Trustee Trustee or director | 1 | $0 | $95,777 |
| Jeffery R Bauer | Managing Trustee Trustee or director, Officer | 10 | $0 | $95,250 |
| Phil Halliday | Trustee Trustee or director | 1 | $0 | $0 |
| Eric Theiss | Trustee Trustee or director | 1 | $0 | $0 |
| Brad McPherson | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2701 N 89TH ST, CASEYVILLE, IL 62232-2316
- Principal officer (990 for 2024)
- Jeffery R Bauer, 2701 North 89th Street, Caseyville, IL 62232
- Signed the 990
- Jeffery R Bauer, Trustee
- Phone
- (618) 397-1443
- Website
- local268.com
- Return prepared by
- Richard J Breslin Certified Public Accountant
Mission
Providing quality health care to local sheet metal union members, their employers, and families.
Program accomplishments
- By expending significant amounts for direct medical care, prescriptions for medication, life insurance premiums, stop loss insurance premiums, reimbursements for medical expenses paid, administrative fees paid to a qualified third-party claims processing service organization, and salaries and benefits for an employee to perform clerical and bookkeeping services the plan achieved the purpose of providing quality health care to the membership.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 37-0842910
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,843,912
- Income (IRS master file)
- $10,332,459
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,332,459 | $8,696,860 | $17,843,912 | XML |
| 990 | June 2024 | $10,160,928 | $7,595,106 | $16,208,313 | IRS |
| 990 | June 2023 | $9,774,569 | $7,348,993 | $13,692,615 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-0842910).
Questions about SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND
- What is the EIN of SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND?
- The employer identification number (EIN) of SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND is 37-0842910.
- Is SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1986.
- Are donations to SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND?
- The 990 for the year ended June 30, 2025 names Jeffery R Bauer.
- Who are the officers and directors of SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,332,459, expenses of $8,696,860 and total assets of $17,843,912 at year end.
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