Sheet Metal Workers Local No 268 Welfare Trust Fund

Caseyville, IL
Tax-exempt since May 1986
EIN: 37-0842910

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$9.77M (2023)

Expenses

$7.35M (2023)

Total Assets

$13.7M (2023)

Total Liabilities

$50.1k (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

Revenue

$9,774,569

Expenses

$7,348,993

Net Income

$2,425,576

Net Assets

$13,642,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,041,519	92.5%
Investment Income	$713,597	7.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$19,453	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$71,175	1.0%

Assets/Debt
Total Assets	$13,692,615
Total Liabilities	$50,124
Net Assets	$13,642,491

Compensation

Key Employees and Officers	Compensation	Related	Other
John Le Pere (Trustee)	$0	$97,356	$0
Jeffery R Bauer (Managing Trustee)	$0	$91,201	$0
Jonathan Mentz (Trustee)	$0	$0	$0
Phil Halliday (Trustee)	$0	$0	$0
Brian Langhauser (Chairman/Trustee)	$0	$0	$0
Brad Mc Pherson (Trustee)	$0	$0	$0

+ View more people

990

Filed on Dec. 19, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$6,946,955

Expenses

$7,080,939

Net Income

-$133,984

Net Assets

$11,216,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,151,763	> 100%
Investment Income	-$1,224,573
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$19,765	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$56,479	0.8%

Assets/Debt
Total Assets	$11,267,532
Total Liabilities	$50,617
Net Assets	$11,216,915

Compensation

Key Employees and Officers	Compensation	Related	Other
John Le Pere (Trustee)	$0	$96,065	$0
Jeffery R Bauer (Managing Trustee)	$0	$91,082	$0
Jonathan Mentz (Trustee)	$0	$0	$0
Phil Halliday (Trustee)	$0	$0	$0
Brian Langhauser (Chairman/Trustee)	$0	$0	$0
Brad Mc Pherson (Trustee)	$0	$0	$0

+ View more people

990

Filed on Nov. 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$9,344,586

Expenses

$7,861,995

Net Income

$1,482,591

Net Assets

$11,350,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,943,405	85.0%
Investment Income	$1,377,475	14.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$23,706	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$54,065	0.7%

Assets/Debt
Total Assets	$11,401,462
Total Liabilities	$50,563
Net Assets	$11,350,899

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeffery R Bauer (Managing Trustee)	$0	$86,998	$0
John Le Pere (Trustee)	$0	$85,592	$0
Jonathan Mentz (Trustee)	$0	$0	$0
David Hill (Chairman/Trustee)	$0	$0	$0
Brian Langhauser (Trustee)	$0	$0	$0
Brad Mc Pherson (Trustee)	$0	$0	$0

+ View more people

990

Filed on Feb. 1, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$7,982,264

Expenses

$6,858,876

Net Income

$1,123,388

Net Assets

$9,868,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,828,875	98.1%
Investment Income	$132,857	1.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$20,531	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$52,566	0.8%

Assets/Debt
Total Assets	$9,918,460
Total Liabilities	$50,152
Net Assets	$9,868,308

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Revenue

$8,561,855

Expenses

$7,034,158

Net Income

$1,527,697

Net Assets

$8,744,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,056,381	94.1%
Investment Income	$485,280	5.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$20,193	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$51,763	0.7%

Assets/Debt
Total Assets	$8,795,263
Total Liabilities	$50,343
Net Assets	$8,744,920

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2018

Revenue

$6,735,523

Expenses

$6,409,666

Net Income

$325,857

Net Assets

$7,217,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,638,999	98.6%
Investment Income	$79,526	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$16,997	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$51,124	0.8%

Assets/Debt
Total Assets	$7,268,627
Total Liabilities	$51,405
Net Assets	$7,217,222

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Revenue

$7,502,676

Expenses

$5,816,800

Net Income

$1,685,876

Net Assets

$6,891,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,202,580	96.0%
Investment Income	$283,068	3.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$17,026	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$49,486	0.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$6,942,194
Total Liabilities	$50,829
Net Assets	$6,891,365

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$6,761,199

Expenses

$6,959,045

Net Income

-$197,846

Net Assets

$5,205,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,685,465	98.9%
Investment Income	$68,569	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$9,728
Net Inventory Sales	$0
Other Revenue	$16,892	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$49,005	0.7%

Assets/Debt
Total Assets	$5,257,481
Total Liabilities	$51,991
Net Assets	$5,205,490

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$6,883,572

Expenses

$6,730,080

Net Income

$153,492

Net Assets

$5,403,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,750,693	98.1%
Investment Income	$76,956	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$14,993
Net Inventory Sales	$0
Other Revenue	$70,916	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$48,105	0.7%

Assets/Debt
Total Assets	$5,454,848
Total Liabilities	$51,507
Net Assets	$5,403,341

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$6,504,684

Expenses

$6,493,693

Net Income

$10,991

Net Assets

$5,249,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,054,891	93.1%
Investment Income	$444,849	6.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,543	0.1%
Net Inventory Sales	$0
Other Revenue	$1,400	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$47,249	0.7%

Assets/Debt
Total Assets	$5,301,781
Total Liabilities	$51,933
Net Assets	$5,249,848

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$6,051,323

Expenses

$6,491,909

Net Income

-$440,586

Net Assets

$5,671,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,752,397	95.1%
Investment Income	$100,799	1.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$186,498	3.1%
Net Inventory Sales	$0
Other Revenue	$11,627	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$45,443	0.7%

Assets/Debt
Total Assets	$5,723,756
Total Liabilities	$52,223
Net Assets	$5,671,533

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$6,313,543

Expenses

$6,410,578

Net Income

-$97,035

Net Assets

$6,112,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,322,247	> 100%
Investment Income	-$6,817
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,885
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$45,800	0.7%

Assets/Debt
Total Assets	$6,274,798
Total Liabilities	$162,678
Net Assets	$6,112,120

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$5,648,781

Expenses

$6,741,252

Net Income

-$1,092,471

Net Assets

$6,209,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,173,229	91.6%
Investment Income	$370,581	6.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$41,699	0.7%
Net Inventory Sales	$0
Other Revenue	$63,270	1.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$47,125	0.7%

Assets/Debt
Total Assets	$6,253,734
Total Liabilities	$44,581
Net Assets	$6,209,153

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2008

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 20, 2024

Sheet Metal Workers Local No 268 Welfare Trust Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $9.77M (2023)

Expenses $7.35M (2023)

Total Assets $13.7M (2023)

Total Liabilities $50.1k (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2010

No Extracted Financial Data

Document Links

Revenue

$9.77M (2023)

Expenses

$7.35M (2023)

Total Assets

$13.7M (2023)

Total Liabilities

$50.1k (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005