Totals
- Total revenue
- $33,624,556
- Total expenses
- $37,459,627
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $33,703,066
- Investment income
- -$710,154
- Other revenue
- $631,644
- Total assets, end of year
- $41,447,122
- Total liabilities, end of year
- $16,525,455
- Net assets or fund balances, end of year
- $24,921,667
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $31,221,100 · related or exempt $31,221,100
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $2,481,966 · related or exempt $2,481,966
-
3 · Investment income
total $1,147,979 · excluded $1,147,979
-
7a · Gross sales of assets other than inventory
securities $33,265,329
-
7b · Less cost or other basis and sales expenses
securities $35,123,462
-
7c · Gain or loss
securities -$1,858,133
-
7d · Net gain or loss
total -$1,858,133 · excluded -$1,858,133
-
11a · Other revenue: REIMB FROM AFFILIATES
total $631,644 · related or exempt $631,644
-
11e · Other revenue, total
$631,644
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $30,971,198
-
7 · Other salaries and wages
total $815,153
-
8 · Pension plan contributions
total $305,039
-
9 · Other employee benefits
total $304,555
-
10 · Payroll taxes
total $102,558
-
11b · Fees: legal
total $116,896
-
11c · Fees: accounting
total $57,038
-
11f · Fees: investment management
total $93,375
-
11g · Fees: other
total $4,300,087
-
13 · Office expenses
total $136,391
-
14 · Information technology
total $123,824
-
16 · Occupancy
total $49,803
-
19 · Conferences, conventions and meetings
total $17,476
-
22 · Depreciation, depletion and amortization
total $22,300
-
23 · Insurance
total $33,391
-
24a · Other expenses: ACA FEES
total $10,543
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $622,357 · end of year $964,573
-
2 · Savings and temporary cash investments
beginning of year $2,103,495 · end of year $1,118,886
-
4 · Accounts receivable
beginning of year $3,035,546 · end of year $3,034,156
-
9 · Prepaid expenses and deferred charges
beginning of year $112,045 · end of year $136,177
-
10a · Land, buildings and equipment: cost or other basis
$1,765,347
-
10b · Land, buildings and equipment: accumulated depreciation
$644,911
-
10c · Land, buildings and equipment, net
beginning of year $1,265,822 · end of year $1,120,436
-
11 · Investments: publicly traded securities
beginning of year $26,737,312 · end of year $10,902,244
-
12 · Investments: other securities
beginning of year $4,966,684 · end of year $22,561,570
-
15 · Other assets
beginning of year $2,603,644 · end of year $1,609,080
-
17 · Accounts payable and accrued expenses
beginning of year $136,976 · end of year $126,023
-
25 · Other liabilities
beginning of year $15,573,739 · end of year $16,399,432
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $25,736,190 · end of year $24,921,667
Mission and programs · 2023
Mission
PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT.
-
PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS.
-
PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Pat HudgensPAT HUDGENS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
John ShawJOHN SHAW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Ken WiesbrookKEN WIESBROOK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
John DanielJOHN DANIEL
TRUSTEE
- Total calculated
- $349,403
- From this org
- $0
- From related orgs
- $236,661
- Other
- $112,742
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $211,247 related
- Bonus
- $0
- Other
- $0 + $25,414 related
- Deferred
- $0 + $82,872 related
- Nontaxable benefits
- $0 + $29,870 related
- Filer's total
- $0 + $349,403 related
-
Kevin GalassKEVIN GALASS
TRUSTEE
- Total calculated
- $257,788
- From this org
- $0
- From related orgs
- $159,850
- Other
- $97,938
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $143,730 related
- Bonus
- $0
- Other
- $0 + $16,120 related
- Deferred
- $0 + $68,347 related
- Nontaxable benefits
- $0 + $29,591 related
- Filer's total
- $0 + $257,788 related
-
Andy YonkusANDY YONKUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Terrance Van SomerenTERRANCE VAN SOMEREN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Brian DahlmanBRIAN DAHLMAN
TRUSTEE
- Total calculated
- $253,300
- From this org
- $0
- From related orgs
- $155,530
- Other
- $97,770
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $143,730 related
- Bonus
- $0
- Other
- $0 + $11,800 related
- Deferred
- $0 + $68,075 related
- Nontaxable benefits
- $0 + $29,695 related
- Filer's total
- $0 + $253,300 related
-
Ron MikaRON MIKA
TRUSTEE
- Total calculated
- $255,468
- From this org
- $0
- From related orgs
- $157,436
- Other
- $98,032
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $143,730 related
- Bonus
- $0
- Other
- $0 + $13,706 related
- Deferred
- $0 + $68,348 related
- Nontaxable benefits
- $0 + $29,684 related
- Filer's total
- $0 + $255,468 related
-
Matthew GugalaMATTHEW GUGALA
TRUSTEE
- Total calculated
- $280,282
- From this org
- $0
- From related orgs
- $178,594
- Other
- $101,688
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $159,696 related
- Bonus
- $0
- Other
- $0 + $18,898 related
- Deferred
- $0 + $71,996 related
- Nontaxable benefits
- $0 + $29,692 related
- Filer's total
- $0 + $280,282 related
-
Brian McSherryBRIAN MCSHERRY
TRUSTEE
- Total calculated
- $254,429
- From this org
- $0
- From related orgs
- $157,684
- Other
- $96,745
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $143,730 related
- Bonus
- $0
- Other
- $0 + $13,954 related
- Deferred
- $0 + $67,312 related
- Nontaxable benefits
- $0 + $29,433 related
- Filer's total
- $0 + $254,429 related
-
Katie EbyKATIE EBY
ADMINISTRATOR
- Total calculated
- $239,417
- From this org
- $174,607
- From related orgs
- $0
- Other
- $64,810
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,607
- Bonus
- $0
- Other
- $0
- Deferred
- $40,716
- Nontaxable benefits
- $24,094
- Filer's total
- $239,417
-
Brian DoxieBRIAN DOXIE
CLAIMS MANAGER
- Total calculated
- $172,124
- From this org
- $107,670
- From related orgs
- $0
- Other
- $64,454
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $107,670
- Bonus
- $0
- Other
- $0
- Deferred
- $40,360
- Nontaxable benefits
- $24,094
- Filer's total
- $172,124
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SMART LOCAL 265 PENSION
401(A) · PENSION FUND · IL
-
SMART LOCAL 265 SUPPLEMENTAL RETIREMENT PLAN
401(A) · ANNUITY FUND · IL
-
501(c)(5) · LABOR MANAGEMENT COOPERATION COMMITTEE · IL
-
501(c)(5) · TRAINING FUND · IL
-
501(c)(5) · LABOR UNION · IL
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
A M S MECHANICAL SYSTEMS
-
A T MECHANICAL LLC
-
A-1 ROOFING CO
-
ADMIRAL MECHANICAL SERVICES
-
ADVANCE MECHANICAL SYSTEMS IN
-
AIR COMFORT CORP
-
AIR FLOW CO INC
-
AIR QUALITY INC
-
AIR RITE HEATING & COOLING
-
AIR-DUCT MFG & SUPPLY INC
-
AIRTECH HEATING & AC CORP
-
ALBERT J WAGNER & SONLLC
-
ALL AMERICAN ROOFING COINC
-
ALL TECH MECHANICAL SERVICES I
-
ALLIED POWER LLC
-
ALLSTATE METAL FAB
-
ALTHOFF INDUSTRIES INC
-
AMBER MECHANICAL CONTRACTORS I
-
AMCO INC
-
AMERICAN AIR MECH SERV INC
-
ANTHONY ROOFING LTD
-
ANY TEMPERATURE
-
ANYTIME HEATING & AC INC
-
AQI MECHANICAL SYSTEMS CORP
-
ARCHITECTURAL PANEL SYSTEMS
-
ARCO III
-
ARCO PRODUCTION I
-
ARMBRUST PLUMBING & HEATING
-
ARTLIP & SONS INC
-
ATOMATIC MECHANICAL SERV INC
-
AUTUMN CONSTRUCTION SERVICES I
-
B R PRODUCTIONS
-
BEERY HEATING & COOLING INC
-
BENNETT & BROSSEAU ROOFING INC
-
BENNETT & BROSSEAU SHEET METAL
-
BIEDRON HEATING & COOLING
-
BLACKHAWK HVAC INC
-
BLUE RIDGE HEATING & AIR
-
BOSWELL BUILDING CONTRACTORS
-
BRIGADIER ROOFING INC
-
BUILT 3D LLC
-
C & E HEATING
-
C ACITELLI HTG & PIPING CON IN
-
CAREY'S HEATING & AC INC
-
CENTURY CHUTE PW
-
CHAPMAN'S MECHANICAL
-
CLIMATE TECH HTG & CLG
-
COMBINED ROOFING INC
-
COMBINED SERVICES HVAC
-
COMMAND VENTILATION dba MECHAN
-
COMPLETE MECH SERVICES
-
CORLISS WILLIAMS CONSTRUCTION
-
COTTAGE SHEET METAL INC
-
CROWN CORR INC
-
CROWTHER ROOFING & SM INC
-
CT MECHANICAL LLC
-
CYGNUS SERVICES INC DBA CSI IN
-
D & L INSTALLATIONS INC
-
D & L SHEET METAL INC
-
DAHLMAN SHEET METAL
-
DE LA ROSA HEATING & COOLING C
-
DEKALB MECHANICAL
-
DEKAYO dba ORTIZ CONTRACTING G
-
DENNINGINC
-
DEPUE MECHANICAL
-
DIVERSIFIED GENERAL CONTRACTOR
-
EAST MOLINE SHEET METAL CO
-
EDWARDS ENGINEERING INC
-
ELENS & MAICHIN ROOFING & SM
-
ELGIN SHEET METAL CO
-
EMCOR SERVICES TEAM MECH
-
ENVIRO MECHANICAL INC
-
EOS MECHANICAL INC
-
EXCEL MECHANICAL SERVICES
-
EXCELLENCE & QUALITY ARCH SM
-
FE MORAN INC
-
FAITH MECHANICAL INC
-
FEDERAL SIGNAL CORP
-
FIRE N ICE HEATING & COOLING
-
FIVCO INC
-
FLO-TECH MECHANICAL SYSTEMS
-
GALAS HEATING & AIR
-
GENGLER-LOWNEY LASER WORKSINC
-
GHC MECHANICAL INC
-
GLASS MANAGEMENT SERVICES
-
GOLDMORE MECHANICAL LLC
-
GREAT LAKES HOTEL SUPPLY
-
GROSSE MECHANICAL
-
GRP WEGMAN COMPANY
-
GT MECHANICAL PROJECTS & DESIG
-
H R STEWART INC
-
H T H MECHANICAL SERVICES
-
H V A C FITTINGS LLC
-
HARDESTY HEATING & COOLING INC
-
HARTWIG P & H INC
-
HAYES COMMERCIAL LLC
-
HELM MECHANICAL
-
HILL MECHANICAL GROUP
-
HOLOHAN HEATING & SHEET METAL
-
IN-STALL INC
-
INCLINE INDUSTRIAL SERVICES IN
-
INSTITUTIONAL EQUIPMENT INC
-
INSTITUTIONAL EQUIPMENT INC
-
INTERNATIONAL ASSOC OF SM AIR
-
INTERNATIONAL TEST & BALANCE
-
ITI FOR SHEET METAL AND AIR IN
-
J L ADLER ROOFING & SHEET META
-
J M MECHANICAL SERVICES
-
J&B MECHANICAL SYSTEMS INC
-
JAMESON SHEET METAL INC
-
JENSENS PLB & HTG INC
-
JES MECHANICAL
-
JOHN ALAN CONSTRUCTION INC
-
JOHN'S SERVICE & SALES LLC
-
JONES ARCHITECTURAL METAL
-
K & J HEATING & COOLING
-
KEY WEST METAL INDUSTRIES
-
KORELLIS ROOFING INC
-
LANGLOIS ROOFING INC
-
LEA HEATING & AC
-
LEWIS TEST & BALANCE INC
-
M & M SHEET METAL INC
-
M G MECHANICAL CONTRACTING INC
-
M K INDUSTRIES INC
-
MARTIN PETERSEN COMPANY
-
MAY-AIRE HTG & AC INC
-
MCDONOUGH MECHANICAL SERVICE
-
MECHANICAL TEST & BALANCE
-
MEL-O-AIR HEATING
-
MENDEL PLUMBING & HTG INC
-
MEP MECHANICAL SERVICES LLC
-
METAL EDGE INC
-
METAL MECHANICS INC
-
METAL WORKS OF CHICAGO
-
METALMASTER ROOFMASTER
-
MID-AMERICA TEST & BALANCE
-
MIDWEST MECHANICAL HOLDINGS CO
-
MORTENSON ROOFING INC
-
MZI ELECTRIC
-
O'HARE MECHANICAL CONTRACTORS
-
O-B INDUSTRY INC
-
OCHOA MECHANICAL GROUP LLC
-
PERFORMANCE MECH CONTRACTOR
-
PETER PERELLA & Co
-
POEHNER DILLMAN & MAHALIK
-
PRAIRIE SERVICE GROUPINC
-
PRECISION PIPING INC
-
PREMISTAR
-
PRIME METAL WORKS LLC
-
PRO-FAB SHEET METAL INC
-
PROGRESSIVE DYNAMICS INC
-
QUALITY ERECTORS 1 INC
-
QUALITY MECHANICAL INC
-
R J KUHN PLUMBING HEATING & CL
-
R J O'NEIL INC
-
RAM MECHANICAL SERVICES INC
-
REYES PROFESSIONAL INSTALLATIO
-
RGH HEATING & COOLING
-
ROBERTS ENVIRONMENTAL CONTROL
-
ROSS MECHANICAL GROUP INC
-
S & S METALS LTD
-
S MECHANICAL LLC
-
SEASON COMFORT CORP
-
SERVICE CONCEPTS INC
-
SHERMAN MECHANICAL INC
-
SOUTH TOWN REFRIGERATION CORP
-
SPECIALIZED TESTING & BALANCIN
-
STATE AUTOMATIC HTG & CLG
-
STATE MECHANICAL SERVICES
-
STERLING COMMERCIAL ROOFING IN
-
STYLE RITE
-
SULLIVAN ROOFING
-
SUMMIT MECHANICAL GROUP
-
SUN MECHANICAL SYSTEM
-
SUN RAY HTG INC
-
SUPERIOR TEST & BALANCE INC
-
T&R HEATING & COOLING INC
-
TEMPCO HEATING & AC
-
TEMPERATURE SERVICE CO
-
THYBAR
-
TISC ERECTORS
-
TOTAL MECH SERVICE COMP INC
-
TRI CITY SHEET METAL
-
TRIANGLE MECH SERVICES INC
-
TRICO MECH INC
-
TUSCHALL ENGINEERING CO INC
-
VALUEPRO MECHANICAL
-
WESTERN SPECIALTY CONTRACTORS
-
WESTSIDE MECH DESIGNBUILD
-
WESTSIDE MECHANICAL
-
WHITED BROTHERS INC
-
WIESBROOK SHEET METAL
-
YENDOR INC DBA GENE MAY HTG
-
YOUNA MECHANICAL INC
-
YOUNGRENS INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500999349300425
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