2024-07-11T16:28:04-05:00 2023-08-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-09-01 362942015 SMACNA NORTHERN ILLINOIS AND SHEET METAL WORKERS LOCAL 219 TRAINING FUND SMAC 8152261764 4081 N PERRYVILLE ROAD LOVES PARK IL 61111 JOSEPH COOK CHAIRMAN 8152261764 2024-07-11 1 JOSEPH COOK 999009999 0 BRANDON WOLBER P01460460 3123680500 2024-07-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPH COOK 4081 N PERRYVILLE ROAD LOVES PARK IL 61111 902786 0 X N/A X 1976 IL TO PROVIDE FOR THE SUPPORT, MAINTENANCE AND ADMINISTRATION OF THE PROGRAM FOR THE TRAINING OF APPRENTICES AND JOURNEYMEN WITHIN THE SHEET METAL INDUSTRY. 6 5 13 0 0 0 34683 55548 594468 832193 1389 5845 250 9200 630790 902786 0 0 0 0 155670 228462 0 0 0 250027 307042 405697 535504 225093 367282 633955 1003902 15074 19699 618881 984203 APPRENTICE AND JOURNEYMAN TRAINING PROGRAM 0 0 TO PROVIDE FOR THE SUPPORT, MAINTENANCE AND ADMINISTRATION OF THE PROGRAM FOR THE TRAINING OF APPRENTICES AND JOURNEYMEN WITHIN THE SHEET METAL INDUSTRY. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X DEB SULLIVAN 8152261764 4081 N PERRYVILLE ROAD LOVES PARK IL 61111 X JOSEPH COOK CHAIRMAN 2.00 4.00 X 0 0 0 TODD BYXBE SECRETARY 2.00 1.00 X 0 0 0 NATHAN MARTINEZ LABOR TRUSTEE 1.00 X 0 0 0 DUANE ZOVITOWSKI EMPLOYER TRUSTEE - NEW / LABOR TRUSTEE - PAST 1.00 X 0 0 0 BEAU BILODEAU LABOR TRUSTEE - NEW 1.00 2.00 X 5186 0 0 BRUCE MIDDLETON EMPLOYER TRUSTEE - PAST 1.00 1.00 X 0 0 0 JASON BERGER EMPLOYER TRUSTEE 1.00 X 0 0 0 DEB SULLIVAN ADMINISTRATOR 8.00 X 0 0 0 5186 0 0 0 0 0 0 0 55548 55548 EMPLOYER CONTRIBUTIONS 900099 829318 829318 APPLICATION AND BOOK F 900099 2875 2875 832193 5845 5845 OTHER INCOME 900099 9200 9200 9200 902786 832193 0 15045 137789 54531 24331 11811 6704 842 4668 14769 1198 68977 5881 TRAINING SUPPLIES 79463 SHARED EXPENSE 67549 COURSE FEES 45022 OTHER EMPLOYER CONTRIBU 5345 6624 535504 178390 200381 14793 29 85641 92370 42310 3763 787854 335642 241324 452212 71497 255147 633955 1003902 14231 14703 843 4996 15074 19699 X 0 0 0 0 618881 984203 618881 984203 633955 1003902 367282 -1960 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 257600 116713 140887 475678 213471 262207 54576 5458 49118 452212 PAYROLL WITHHOLDINGS NOT REMITTED AT Y/E 4996 4996 X 900826 -1960 -1960 902786 0 902786 535504 0 535504 0 535504 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ADMINISTRATOR AND CHAIRMAN OF THE FUND FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD MEMBERS REVIEW THE POLICY AND COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM. THESE DISCLOSURES ARE KEPT ON FILE AT THE FUND OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE TRAINING FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART VII, SECTION A, LINE A THE ORGANIZATION'S ADMINISTRATOR ALSO PERFORMS SERVICES FOR SEVERAL AFFILIATED ENTITIES OF THE ORGANIZATION. THE ADMINISTRATOR'S SALARY AND RELATED EXPENSES ARE PAID BY AN AFFILIATED ENTITY AND THE REPORTING ORGANIZATION REIMBURSES AN ALLOCATED PORTION. THE AVERAGE HOURS PER WEEK REPORTED IN COLUMN B IS THE ESTIMATED WEEKLY AMOUNT DEDICATED TO THIS ORGANIZATION. SHEET METAL WORKERS LOCAL 219 EMPLOYEE BENEFIT FUND 3316 PUBLISHERS DR ROCKFORD IL 61109 363192254 HEALTH AND WELFARE PLAN IL 501(C)(9) NOT APPLICABLE 0 SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS FUND 3316 PUBLISHERS DR ROCKFORD IL 61109 364343290 DEFINED CONTRIBUTION RETIREMENT PLAN IL 401(A) NOT APPLICABLE 0 SMART LU 219 SMACNA OF NIL LB MGMT COMM TRUST FUND 3316 PUBLISHERS DR ROCKFORD IL 61109 822197312 LABOR MANAGEMENT COMMITTEE IL 501(C)(5) NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0