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Nonprofit · EIN 37-1130387

SHEET METAL WORKERS LOCAL NO 268 VACATION FUND

Tax-exempt · CASEYVILLE, IL 62232

Financials

$1.6M$1.6M2023$1.7M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of SHEET METAL WORKERS LOCAL NO 268 VACATION FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,673,194$1,656,830$16,364$120,410$34,522$85,888
June 30, 2024990$1,596,518$1,576,826$19,692$104,046$34,522$69,524
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,645,298
Investment income
$27,896
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,630,236
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$1,627
Accounting fees
$22,450

Balance sheet and other

Total assets, start of year
$104,046
Total assets, end of year
$120,410
Total liabilities, end of year
$34,522
Net assets, end of year
$85,888
Gross receipts
$1,673,194
Employees
0
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.

NameTitleHours / weekCompensationFrom related orgs
John LePereTrustee
Trustee or director
1$0$105,322
Paul NumiTrustee
Trustee or director
1$0$99,373
Jeffery BauerManaging Trustee
Officer
5$0$99,373
Phil HallidayTrustee
Trustee or director
1$0$0
Eric TheissTrustee
Trustee or director
1$0$0
Brad McPhersonTrustee
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgs
John LePereTrustee
Trustee or director
1$0$99,433
Jeffery BauerManaging Trustee
Officer
5$0$95,250
Phil HallidayTrustee
Trustee or director
1$0$0
Eric TheissTrustee
Trustee or director
1$0$0
Brad McPhersonTrustee
Trustee or director
1$0$0
Paul NumiTrustee
Institutional trustee
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
Return prepared by
Richard J Breslin Certified Public Accountant

Mission

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

990 for the year ended June 30, 2025

Program accomplishments

  • Vacation benefits paid directly to members of Sheet Metal Workers Local 268 provided the total benefits as outlined in the organization's mission statement
    Expenses $1,630,236 · revenue $1,645,298

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
37-1130387
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1983
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$120,410
Income (IRS master file)
$1,673,194

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,673,194$1,656,830$120,410XML
990June 2024$1,596,518$1,576,826$104,046IRS
990June 2023$1,599,174$1,574,858$84,354IRS
990June 2022–––IRS
990June 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 37-1130387).

Questions about SHEET METAL WORKERS LOCAL NO 268 VACATION FUND

What is the EIN of SHEET METAL WORKERS LOCAL NO 268 VACATION FUND?
The employer identification number (EIN) of SHEET METAL WORKERS LOCAL NO 268 VACATION FUND is 37-1130387.
Is SHEET METAL WORKERS LOCAL NO 268 VACATION FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1983.
Are donations to SHEET METAL WORKERS LOCAL NO 268 VACATION 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 VACATION 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 VACATION 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 VACATION 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 VACATION 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 VACATION 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 VACATION FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,673,194, expenses of $1,656,830 and total assets of $120,410 at year end.

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