2025-04-09T08:44:46-05:00 2024-05-31 470900880 CALIBRE CPA GROUP PLLC 230 W MONROE STREET SUITE 310 CHICAGO IL 60606 990 2023-06-01 364146794 SMART LOCAL 265 LABOR MANAGEMENT COOPERATIVE COMMITTEE TRUST FUND SMAR 6306680110 205 ALEXANDRA WAY CAROL STREAM IL 60188 MATT GUGALA TRUSTEE 6306680110 2025-04-03 1 1 X ANDY HEIN P00499757 3126550037 2023 2025-03-06 01:10:19Z MATT GUGALA 205 ALEXANDRA WAY CAROL STREAM IL 60188 2762240 0 X N/A X 1997 IL TO ASSIST WORKERS AND EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERN, TO IMPROVE EMPLOYMENT OPPORTUNITIES FOR EMPLOYEES, TO EXPAND THE MARKET FOR THE CONSTRUCTION INDUSTRY, TO IMPROVE COMMUNICATION BETWEEN LABOR AND MANAGEMENT, TO PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO EXPLORE JOINT APPROACHES TO ORGANIZATION AND EFFECTIVENESS, AND TO PROVIDE SCHOLARSHIPS FOR THE BENEFIT OF EMPLOYEES AND THEIR FAMILIES FOR STUDY AT EDUCATIONAL INSTITUTIONS. 10 10 0 0 0 0 0 0 2363459 2478561 6502 33639 0 0 2369961 2512200 1187502 1118810 37767 322881 0 0 0 0 0 536487 660259 1761756 2101950 608205 410250 3907256 4335113 99656 115033 3807600 4220080 X TO ASSIST WORKERS AND EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERN, TO IMPROVE EMPLOYMENT OPPORTUNITIES FOR EMPLOYEES, TO EXPAND THE MARKET FOR THE CONSTRUCTION INDUSTRY, TO IMPROVE COMMUNICATIONS BETWEEN LABOR AND MANAGEMENT, TO PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO EXPLORE JOINT APPROACHES TO ORGANIZATION AND EFFECTIVENESS, AND TO PROVIDE SCHOLARSHIPS FOR THE BENEFIT OF EMPLOYEES AND THEIR FAMILIES FOR STUDY AT EDUCATIONAL INSTITUTIONS. 0 0 TO ACT AS A COOPERATIVE COMMITTEE BETWEEN EMPLOYERS (MANAGEMENT) AND SMART LOCAL 265 (LABOR) ON PROJECTS OF MUTUAL INTEREST. TO ACT AS A COOPERATIVE COMMITTEE BETWEEN EMPLOYERS (MANAGEMENT) AND SMART LOCAL 265 (LABOR) ON PROJECTS OF MUTUAL INTEREST. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X MATT GUGALA 6306680110 205 ALEXANDRA WAY CAROL STREAM IL 60188 X KEN WIESBROOK TRUSTEE 3.00 X 0 0 0 RIC DAHLMAN TRUSTEE 3.00 X 0 0 0 HENRY ARTLIP TRUSTEE 3.00 X 0 0 0 JOHN SHAW TRUSTEE 3.00 X 0 0 0 BRIAN MCSHERRY TRUSTEE 3.00 X 0 0 0 JOHN DANIEL CHAIRMAN 3.00 X 0 0 0 KEVIN GALASS TRUSTEE 3.00 X 0 0 0 RON MIKA TRUSTEE 3.00 X 0 0 0 MATT GUGALA TRUSTEE 3.00 X 0 0 0 JEFF LUTKITSH TRUSTEE 3.00 X 0 0 0 0 0 0 0 0 0 0 KILLIAN BRANDING 73 W MONROE ST CHICAGO IL 60603 MARKETING CONSULTANTS 277388 1 EMPLOYER CONTRIBUTIONS 900099 2277436 2277436 ADMINISTRATION FEE INC 900099 167625 167625 CONTRACTOR BOND PREMIU 900099 33500 33500 2478561 33925 33925 249754 250040 -286 -286 -286 2512200 2478561 0 33639 5000 1113810 322881 228713 2543 11500 175 326609 28280 11312 48996 2131 2101950 3463119 3964455 381708 351867 13148 18791 49281 3907256 4335113 29069 43325 70587 71708 99656 115033 X 3807600 4220080 3807600 4220080 3907256 4335113 410250 2230 0 X X 0 1 X 1 0 0 DUE TO AFFILIATED ENTITIES 71708 71708 X 2514255 2230 2230 2512025 175 175 2512200 2101775 0 2101775 175 175 2101950 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE COMMITTEE QUALIFIES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, SUBJECT TO TAX ONLY ON INCOME, IF ANY, UNRELATED TO ITS TAX-EXEMPT PURPOSE. MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE COMMITTEE AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE COMMITTEE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF MAY 31, 2024 AND 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COMMITTEE'S FORMS 990, RETURN OF EXEMPT ORGANIZATION FROM INCOME TAX, FOR THE FISCAL YEARS ENDING 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 REBATES PAID THROUGH RESIDENTIAL REBATE PROGRAM 19619 1093810 SCHOLARSHIPS TO ELIGIBLE DEPEND. OF SMART LOCAL 265 MEMBERS 5 20000 PART I, LINE 2: APPROVAL OF SCHOLARSHIP BY BOARD OF TRUSTEES UPON REVIEW OF APPLICATIONS AND QUALIFICATIONS. RESIDENTIAL REBATES PAID TO QUALIFYING INDIVIDUALS UPON RECEIPT OF SIGNED REBATE APPLICATION. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES AUTHORIZE THE FUND'S CHAIRMAN AND DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE FUND OFFICE. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR SMART LOCAL 265 PENSINO FUND 205 ALEXANDRA WAY CAROL STREAM IL 60188 366168611 PENSION FUND IL 401(A) 0 SMART LOCAL 265 WELFARE FUND 205 ALEXANDRA WAY CAROL STREAM IL 60188 362356062 WELFARE FUND IL 501(C)(9) 0 SMART LOCAL 265 EDUCATION FUND 205 ALEXANDRA WAY CAROL STREAM IL 60188 366148078 TRAINING FUND IL 501(C)(5) 0 SMART LOCAL 265 SUPP RETIREMENT SAVINGS PLAN 205 ALEXANDRA WAY CAROL STREAM IL 60188 363911499 ANNUITY FUND IL 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0