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Smart Local 265 Welfare Fund

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$30.2M (2023)

Expenses
$34.4M (2023)

Total Assets
$41.4M (2023)

Total Liabilities
$15.7M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,212,937
Expenses
$34,391,758
Net Income
-$4,178,821
Net Assets
$25,736,190
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,742,539
98.4%
Investment Income $1,050,375
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,184,982
Net Inventory Sales $0
Other Revenue $605,005
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $756,314
2.2%
Assets/Debt
Total Assets $41,446,905
Total Liabilities $15,710,715
Net Assets $25,736,190
Compensation
Key Employees and Officers Compensation Related Other
Katie Eby (Administrator) $172,634 $0 $60,689
Brian Doxie (Claims Manager) $105,763 $0 $60,624
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0
John Daniel (Trustee) $0 $227,993 $109,481
Kevin Galass (Trustee) $0 $160,104 $95,977
Andy Yonkus (Trustee) $0 $0 $0
Terrance Van Someren (Trustee) $0 $0 $0
Brian Dahlman (Trustee) $0 $157,460 $95,615
Ron Mika (Trustee) $0 $158,683 $95,616
Matthew Gugala (Trustee) $0 $171,484 $97,834

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,083,938
Expenses
$37,341,688
Net Income
-$10,257,750
Net Assets
$28,305,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $167,440
0.6%
Program Services $25,916,457
95.7%
Investment Income $1,018,781
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$529,646
Net Inventory Sales $0
Other Revenue $510,906
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $669,260
1.8%
Assets/Debt
Total Assets $43,023,590
Total Liabilities $14,717,888
Net Assets $28,305,702
Compensation
Key Employees and Officers Compensation Related Other
Katie Eby (Administrator) $150,551 $0 $59,667
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0
John Daniel (Trustee) $0 $181,123 $100,760
John Hopp (Trustee) $0 $145,639 $89,445
Bob Baier (Trustee) $0 $145,841 $89,979
Kevin Galass (Trustee) $0 $146,695 $90,550
Louise Medina (Former Trustee) $0 $146,497 $90,534
Andy Yonkus (Trustee) $0 $0 $0
Terrance Van Johnson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,875,093
Expenses
$30,745,562
Net Income
$5,129,531
Net Assets
$42,903,607
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,953,679
72.3%
Investment Income $1,257,915
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,278,056
23.1%
Net Inventory Sales $0
Other Revenue $385,443
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $521,477
1.7%
Assets/Debt
Total Assets $56,450,435
Total Liabilities $13,546,828
Net Assets $42,903,607
Compensation
Key Employees and Officers Compensation Related Other
Kevin Schell (Administrator) $125,384 $0 $53,594
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0
John Daniel (Trustee) $0 $174,736 $92,753
John Hopp (Trustee) $0 $141,388 $85,049
Bob Baier (Trustee) $0 $142,474 $86,335
Kevin Galass (Trustee) $0 $141,271 $84,849
Catherine Tojaga (Former Trustee) $0 $0 $0
Louise Medina (Trustee) $0 $139,422 $84,949
Andy Yonkus (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,208,770
Expenses
$29,156,888
Net Income
$51,882
Net Assets
$41,351,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,944,587
88.8%
Investment Income $1,472,756
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,457,624
5.0%
Net Inventory Sales $0
Other Revenue $333,803
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $465,747
1.6%
Assets/Debt
Total Assets $54,434,839
Total Liabilities $13,083,344
Net Assets $41,351,495
Compensation
Key Employees and Officers Compensation Related Other
Kevin Schell (Administrator) $120,672 $0 $51,687
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0
John Daniel (Trustee) $0 $179,745 $91,047
John Hopp (Trustee) $0 $140,060 $82,896
Bob Baier (Trustee) $0 $141,098 $83,347
Kevin Galass (Trustee) $0 $139,294 $83,283
Catherine Tojago (Trustee) $0 $0 $0
Louise Medina (Trustee) $0 $140,246 $84,010
Andy Yonkus (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,627,550
Expenses
$30,201,374
Net Income
-$1,573,824
Net Assets
$41,635,802
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,190,297
91.5%
Investment Income $1,518,498
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $607,423
2.1%
Net Inventory Sales $0
Other Revenue $311,332
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $499,517
1.7%
Assets/Debt
Total Assets $54,398,071
Total Liabilities $12,762,269
Net Assets $41,635,802
Compensation
Key Employees and Officers Compensation Related Other
Kevin Schell (Administrator) $118,082 $0 $49,679
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Don Moran (Former Trustee) $0 $137,159 $85,769
John D'angelo (Former Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0
John Daniel (Trustee) $0 $170,097 $87,509
John Hopp (Trustee) $0 $136,369 $80,118
Bob Baier (Trustee) $0 $139,704 $80,898
Kevin Galass (Trustee) $0 $137,377 $81,191
Catherine Tojago (Trustee) $0 $0 $0
Louise Medina (Trustee) $0 $135,777 $80,993
Andy Yonkus (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,000,132
Expenses
$27,188,455
Net Income
-$188,323
Net Assets
$42,273,404
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,699,162
95.2%
Investment Income $1,461,195
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$439,743
Net Inventory Sales $0
Other Revenue $279,518
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $483,710
1.8%
Assets/Debt
Total Assets $55,057,353
Total Liabilities $12,783,949
Net Assets $42,273,404
Compensation
Key Employees and Officers Compensation Related Other
Kevin Schell (Administrator) $114,582 $0 $47,843
Kevin Prince (Former Trustee) $0 $81,026 $48,373
Charles Ruegge (Former Trustee) $0 $169,579 $86,616
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Don Moran (Trustee) $0 $135,062 $83,892
John D'angelo (Trustee) $0 $0 $0
Jack Gengler (Former Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0
John Daniel (Trustee) $0 $138,576 $78,325
John Hopp (Trustee) $0 $132,889 $77,463
Bob Baier (Trustee) $0 $134,269 $77,920
Kevin Galass (Trustee) $0 $132,555 $78,266
Catherine Tojago (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,666,981
Expenses
$28,114,833
Net Income
-$1,447,852
Net Assets
$42,366,236
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,881,289
93.3%
Investment Income $1,368,113
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $182,805
0.7%
Net Inventory Sales $0
Other Revenue $234,774
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $463,294
1.6%
Assets/Debt
Total Assets $55,542,383
Total Liabilities $13,176,147
Net Assets $42,366,236
Compensation
Key Employees and Officers Compensation Related Other
Kevin Prince (Trustee) $0 $129,953 $79,618
Charles Ruegge (Trustee) $0 $171,156 $85,148
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Don Moran (Trustee) $0 $131,719 $79,212
John D'angelo (Trustee) $0 $0 $0
Jack Gengler (Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0
John Daniel (Trustee) $0 $134,866 $75,567
John Hopp (Trustee) $0 $132,727 $75,383

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,302,797
Expenses
$26,313,921
Net Income
-$1,011,124
Net Assets
$43,905,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,895,020
94.4%
Investment Income $1,384,700
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$248,590
Net Inventory Sales $0
Other Revenue $271,667
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $523,090
2.0%
Assets/Debt
Total Assets $55,404,964
Total Liabilities $11,499,275
Net Assets $43,905,689
Compensation
Key Employees and Officers Compensation Related Other
Scott Wille (Administrator) $121,240 $0 $44,286
Gerald Porter (Former Trustee) $0 $51,995 $28,793
Kevin Prince (Trustee) $0 $126,444 $76,652
John Boske (Former Trustee) $0 $98,007 $46,998
Charles Ruegge (Trustee) $0 $147,686 $78,167
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Don Moran (Trustee) $0 $127,376 $74,074
John D'angelo (Trustee) $0 $0 $0
Jack Gengler (Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0
John Daniel (Trustee) $0 $128,737 $72,755
John Hopp (Trustee) $0 $125,919 $72,116

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,297,617
Expenses
$24,881,785
Net Income
$415,832
Net Assets
$44,215,748
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,559,204
93.1%
Investment Income $1,329,033
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $184,188
0.7%
Net Inventory Sales $0
Other Revenue $225,192
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $515,373
2.1%
Assets/Debt
Total Assets $54,730,855
Total Liabilities $10,515,107
Net Assets $44,215,748
Compensation
Key Employees and Officers Compensation Related Other
Scott Wille (Administrator) $119,863 $0 $43,843
Gerald Porter (Trustee) $0 $123,011 $71,393
Kevin Prince (Trustee) $0 $121,156 $74,415
John Boske (Trustee) $0 $156,247 $78,238
Charles Ruegge (Trustee) $0 $123,904 $72,692
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Don Moran (Trustee) $0 $120,468 $74,639
John D'angelo (Trustee) $0 $0 $0
Jack Gengler (Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,435,974
Expenses
$21,310,542
Net Income
$3,125,432
Net Assets
$44,483,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,577,174
92.4%
Investment Income $1,260,702
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $376,743
1.5%
Net Inventory Sales $0
Other Revenue $221,355
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $509,703
2.4%
Assets/Debt
Total Assets $54,371,656
Total Liabilities $9,888,317
Net Assets $44,483,339
Compensation
Key Employees and Officers Compensation Related Other
Scott Wille (Administrator) $118,382 $0 $41,774
Gerald Porter (Trustee) $0 $111,738 $66,489
Kevin Prince (Trustee) $0 $110,031 $69,620
John Boske (Trustee) $0 $139,771 $73,171
Charles Ruegge (Trustee) $0 $113,141 $68,883
Pat Hudgens (Trustee) $0 $0 $0
John Shaw (Trustee) $0 $0 $0
Don Moran (Trustee) $0 $110,583 $69,493
John D'angelo (Trustee) $0 $0 $0
Jack Gengler (Trustee) $0 $0 $0
Ken Wiesbrook (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,242,546
Expenses
$22,518,497
Net Income
$1,724,049
Net Assets
$40,078,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,422,282
92.5%
Investment Income $1,221,824
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $380,426
1.6%
Net Inventory Sales $0
Other Revenue $218,014
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $492,013
2.2%
Assets/Debt
Total Assets $50,514,082
Total Liabilities $10,435,578
Net Assets $40,078,504

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,036,517
Expenses
$23,240,920
Net Income
$1,795,597
Net Assets
$38,756,856
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,938,147
91.6%
Investment Income $1,287,544
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $583,769
2.3%
Net Inventory Sales $0
Other Revenue $227,057
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $487,842
2.1%
Assets/Debt
Total Assets $50,007,421
Total Liabilities $11,250,565
Net Assets $38,756,856

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,822,392
Expenses
$23,060,747
Net Income
$3,761,645
Net Assets
$36,044,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,533,080
91.5%
Investment Income $1,501,839
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $513,606
1.9%
Net Inventory Sales $0
Other Revenue $273,867
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $492,837
2.1%
Assets/Debt
Total Assets $48,452,563
Total Liabilities $12,408,203
Net Assets $36,044,360

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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