Nonprofit · EIN 73-0721710
SHEET METAL INDUSTRY FUND
Also known as JOE A MCKENZIE TTEE
Tax-exempt · OKLAHOMA CITY, OK 73116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $426,527 | $409,854 | $16,673 | $365,613 | $0 | $365,613 |
| June 30, 2024 | 990 | $380,993 | $355,059 | $25,934 | $348,982 | $42 | $348,940 |
| June 30, 2023 | 990 | $361,827 | $324,185 | $37,642 | $323,086 | $80 | $323,006 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $423,706
- Investment income
- $2,682
- Other revenue
- $139
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $66,273
- Professional fundraising fees
- $0
- Legal fees
- $12,291
- Accounting fees
- $13,677
- Occupancy
- $1,212
- Depreciation
- $6,458
- Program services (functional)
- $341,638
- Management and general (functional)
- $68,216
Balance sheet and other
- Total assets, start of year
- $348,982
- Total assets, end of year
- $365,613
- Total liabilities, end of year
- $0
- Net assets, end of year
- $365,613
- Land, buildings and equipment
- $81,291
- Net assets without donor restrictions
- $365,613
- Gross receipts
- $426,527
- Employees
- 1
- Year formed
- 1962
- State of legal domicile
- OK
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 |
|---|---|---|---|
| KYLE BELLMON | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL CLARK | TRUSTEE Trustee or director | 2 | $0 |
| JUERGEN DANIEL | TRUSTEE Trustee or director | 2 | $0 |
| NATHAN DILLS | TRUSTEE Trustee or director | 2 | $0 |
| JOE MCKENZIE | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KYLE BELLMON | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL CLARK | TRUSTEE Trustee or director | 2 | $0 |
| JUERGEN DANIEL | TRUSTEE Trustee or director | 2 | $0 |
| NATHAN DILLS | TRUSTEE Trustee or director | 2 | $0 |
| JOE MCKENZIE | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE A MCKENZIE | TRUSTEE Trustee or director | 2 | $0 |
| JUERGEN DANIEL | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL CLARK | TRUSTEE Trustee or director | 2 | $0 |
| NATHAN DILLS | TRUSTEE Trustee or director | 2 | $0 |
| KYLE BELLMON | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3717 NW 63RD ST STE 100, OKLAHOMA CITY, OK 73116-1925
- Principal officer (990 for 2024)
- JOE MCKENZIE, 4100 N WALNUT, OKLAHOMA CITY, OK 73105
- Signed the 990
- JOE MCKENZIE, TRUSTEE
- Phone
- (405) 848-4848
- Return prepared by
- MORROW & CO LLC
Mission
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 CONTRITBUIONS IN THE FORM OF MEMBERSHIP DUES TO APPROVED ORGANIZATIONS WITHIN THE SHEET METAL, VENTILATING AND AIR-CONDITIONING DIVISIONS OF THE CONSTRUCTION INDUSTRY.
Program accomplishments
- DUES - LOCAL AND NATIONAL TO PROMOTE THE INDUSTRY AND PROVIDE SAFETY AND EDUCATION PROGRAMS.
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
- 73-0721710
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $365,613
- Income (IRS master file)
- $426,527
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $426,527 | $409,854 | $365,613 | IRS |
| 990 | June 2024 | $380,993 | $355,059 | $348,982 | IRS |
| 990 | June 2023 | $361,827 | $324,185 | $323,086 | XML |
| 990 | June 2022 | $316,518 | $286,057 | $285,271 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 73-0721710).
Questions about SHEET METAL INDUSTRY FUND
- What is the EIN of SHEET METAL INDUSTRY FUND?
- The employer identification number (EIN) of SHEET METAL INDUSTRY FUND is 73-0721710.
- Is SHEET METAL INDUSTRY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1964.
- Are donations to SHEET METAL INDUSTRY FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL INDUSTRY 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 INDUSTRY 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 INDUSTRY 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 INDUSTRY FUND?
- The 990 for the year ended June 30, 2025 names JOE MCKENZIE.
- Who are the officers and directors of SHEET METAL INDUSTRY FUND?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL INDUSTRY FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $426,527, expenses of $409,854 and total assets of $365,613 at year end.
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