2026-07-06T14:19:24-05:00 2025-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2025-01-01 362656769 SMACNA OF NORTHERN ILLINOIS INC SMAC 8152261764 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 KURT MATTSON PRESIDENT 8152261764 2026-07-06 1 BRANDON WOLBER P01460460 3123680500 2026-07-06 2025 2025-03-06 01:10:19Z X KURT MATTSON 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 327082 0 X WWW.SMACNA-NIL.ORG X 1958 IL TRADE ASSOCIATION 6 6 0 0 0 0 0 0 210600 225904 15462 30502 27194 36227 253256 292633 3250 4750 0 0 99631 135756 0 0 0 144446 152735 247327 293241 5929 -608 342261 294950 59312 4674 282949 290276 TRADE ASSOCIATION 0 0 TO PROMOTE AND ADVANCE THE INTERESTS OF SHEET METAL CONTRACTORS ENGAGED IN FABRICATION, ERECTION AND INSTALLATION OF WARM AIR HEATING, AIR CONDITIONING SYSTEMS, VENTILIATING SYSTEMS, DUST CONTROL SYSTEMS AND GENERAL SHEET METAL WORK AND MANUFACTURING. 0 0 0 1 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 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 1 0 0 X RICK LUNDVALL 5633406471 1983 SPRUCE HILLS DRIVE BETTENDORF IA 52722 KEVIN RAUCH DIRECTOR - NEW / IMM. PAST PRESIDENT - PAST 1.00 1.00 X 0 0 0 ERIK WINTLEND PRESIDENT - PAST 1.00 X 0 0 0 JUDD GASTEL DIRECTOR-PAST 1.00 X 0 0 0 DAVE KISTING DIRECTOR 1.00 1.00 X 0 0 0 TODD BYXBE VICE PRESIDENT - NEW / SEC TREAS - PAST 1.00 1.00 X 0 0 0 KURT MATTSON PRESIDENT - NEW / VICE PRESIDENT - PAST 1.00 1.00 X 0 0 0 JASON BERGER DIRECTOR 1.00 1.00 X 0 0 0 JESSE ARNDT SECRETARY-TREASURER - NEW 1.00 X 0 0 0 DEB SULLIVAN EXECUTIVE DIRECTOR - PAST 40.00 1.00 X 52332 0 15755 RICK LUNDVALL EXECUTIVE DIRECTOR - NEW 40.00 1.00 X 20000 0 0 72332 0 15755 0 0 0 0 0 REIMB FROM RELATED ORG 900099 225904 225904 225904 22868 22868 42083 34449 7634 7634 7634 SHARED SERVICE REIMBUR 900099 35593 35593 OTHER 900099 634 634 36227 292633 225904 0 66729 4750 108366 20000 7390 3191 5850 6603 19807 1831 24105 4200 2824 2442 NATIONAL CONVENTION 65825 MEMBERSHIP ACTIVITIES 7360 LOSS ON DISPOSAL OF PRO 4491 DUES AND SUBSCRIPTIONS 4145 61 293241 50156 13468 61 1124 1125 3529 3560 3459 3230 7544 229 238070 275444 42901 0 342261 294950 14169 4325 45143 349 59312 4674 X 282949 290276 282949 290276 342261 294950 -608 7935 0 X 0 1 X 1 0 1 1 0 3459 3230 229 229 PAYROLL WITHHOLDINGS 349 349 X 264975 7935 7935 257040 35593 35593 292633 257648 0 257648 35593 35593 293241 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATION TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM AFFILIATED ORGANIZATIONS 35,593. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM AFFILIATED ORGANIZATIONS 35,593. SMACNA OF NORTHERN ILLINOIS INDUSTRY FUND COMMON BOARD AND OFFICERS 225904 THE ASSOCIATION SHARES COMMON ADMINISTRATIVE STAFF AND FACILITIES WITH SMACNA OF NORTHERN ILLINOIS INDUSTRY FUND. THE ASSOCIATION SUBSIDIZES PROGRAM AND ADMINISTRATIVE SERVICES TO THE FUND BASED ON APPROVED AMOUNTS. DURING THE YEAR ENDED DECEMBER 31, 2025 SEVERAL MEMBERS OF THE BOARD OF DIRECTORS ALSO SERVED AS TRUSTEES FOR THE INDUSTRY FUND. ADDITIONALLY, DEB SULLIVAN (FORMER ADMINISTRATOR) AND RICK LUNDVALL (NEW ADMINISTRATOR) SERVED AS THE CHIEF MANAGEMENT OFFICIAL FOR BOTH ORGANIZATIONS. 0 FORM 990, PART VI, SECTION A, LINE 6 REGULAR MEMBERS SHALL BE LIMITED TO ANY PERSONS, FIRMS AND CORPORATIONS ENGAGED IN ANY PHASE OF THE SHEET METAL INDUSTRY, WHO ARE OF GOOD REPUTATION AND FINANCIAL STANDING, MEETING ALL CONDITIONS OF THE LABOR AGREEMENT WITH LOCAL 219 AND WHO HAVE A PERMANENT ESTABLISHED PLACE OF BUSINESS IN CERTAIN ILLINOIS COUNTIES. ASSOCIATE MEMBERS SHALL BE LIMITED TO PERSONS, FIRMS, OR CORPORATIONS WHO ARE ACTIVELY ENGAGED IN ANY ALLIED OR KINDRED INDUSTRY DOING BUSINESS WITH MEMBERS OF THE ASSOCIATION. ASSOCIATE MEMBERS ARE VESTED WITH ALL THE PRIVILEGES OF THE ASSOCIATION EXCLUDING THE RIGHT TO VOTE, HOLD OFFICE, AND REPRESENT THEMSELVES AS MEMBERS OF SMACNA. REGULAR AND ASSOCIATE MEMBERS ARE REQUIRED TO PAY ANNUAL MEMBERSHIP FEES AS DETERMINED BY THE BOARD OF DIRECTORS AFTER WRITTEN APPLICATION FOR MEMBERSHIP HAS BEEN SUBMITTED AND MEMBERSHIP APPROVAL HAS BEEN OBTAINED FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS APPOINTS THE EXECUTIVE DIRECTOR OF THE ASSOCIATION. MEMBERS OF THE ASSOCIATION HAVE THE POWER TO ELECT THE BOARD OF DIRECTORS. OFFICERS OF THE ASSOCIATION ARE ELECTED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES EXIST WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE EXECUTIVE DIRECTOR FOR APPROVAL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD IS REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND NOTE ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS COMPENSATION FOR THE EXECUTIVE DIRECTOR WHO IS CONSIDERED THE TOP MANAGEMENT OFFICIAL OF THE ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO ANY MEMBER UPON REQUEST. SMACNA OF NORTHERN ILLINOIS INDUSTRY FUND 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 364272681 TO PROMOTE THE SHEET METAL TRADE INDUSTRY IL 501(C)(6) NOT APPLICABLE NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0