2026-02-02T08:59:02-06:00 2025-05-31 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2024-06-01 376085175 SHEET METAL WORKERS' LOCAL 218(S) APPRENTICE TRAINING AND DEVELOPMENT FUND SHEE 2175290161 2855 VIA VERDE SPRINGFIELD IL 62703 RICH MANKA TRUSTEE 2175290161 2026-02-02 1 1 COREY BILKEY P00499751 3126550037 2024 2025-03-06 01:10:19Z RICH MANKA 2855 VIA VERDE SPRINGFIELD IL 62703 259030 0 X N/A X 1968 IL TO PROVIDE TRAINING FOR MEMBERS OF LOCAL 218S. 6 5 16 0 0 0 0 0 224470 225091 9155 17139 17267 16800 250892 259030 0 0 0 0 93050 96866 0 0 0 83896 108401 176946 205267 73946 53763 681198 734055 2584 1678 678614 732377 TO PROVIDE TRAINING FOR MEMBERS OF LOCAL 218S. 0 0 137894 225091 TRAINING AND EDUCATION FOR MEMBERS OF THE SHEET METAL WORKERS INDUSTRY 137894 1 0 0 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 0 0 0 0 0 0 1 4 0 1 16 1 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 X RICH MANKA 2175290161 2855 VIA VERDE SPRINGFIELD IL 62703 joe kulek TRUSTEE 3.00 X 0 0 0 rich manka TRUSTEE 3.00 X 0 0 0 kevin parker former trustee 3.00 X 17775 0 0 mitch noll former trustee 3.00 X 11289 0 0 kyle gehrs former trustee 3.00 X 15135 0 0 james richbark TRUSTEE 3.00 X 0 0 0 mark brock TRUSTEE 3.00 X 0 0 0 william mccready TRUSTEE 3.00 X 7078 0 0 andrea patterson TRUSTEE 3.00 X 0 0 0 51277 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 225091 225091 225091 17139 17139 16800 0 16800 16800 16800 259030 225091 0 33939 54259 54259 35044 31927 3117 7563 7563 6154 6154 11100 11100 6092 6092 5500 5500 6817 6817 2531 2531 19283 19283 381 381 18158 18158 9306 9306 SCHOOL SUPPLIES 20106 20106 CHRISTMAS PARTY 2973 2973 205267 137894 67373 0 220539 426882 200794 19468 18896 6706 7358 459431 178512 233691 280919 681198 734055 67 1510 2517 168 2584 1678 X 0 0 0 0 678614 732377 678614 732377 681198 734055 53763 0 X X 0 1 X 1 0 X 155891 148324 183923 224470 225091 937699 155891 148324 183923 224470 225091 937699 0 0 0 937699 18731 18944 17119 26422 33939 115155 18731 18944 17119 26422 33939 115155 174622 167268 201042 250892 259030 1052854 0.89060 0.89460 0.10940 0.10500 X 53362 53362 228238 68662 159576 109244 95498 13746 68587 14352 54235 280919 ACCRUED PAYROLL TAXES AND WITHHOLDINGS 168 168 X 259030 0 259030 0 259030 205267 0 205267 0 205267 Part X, Line 2: MANGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY(OR ASSET)IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF MAY 31, 2025, 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 FUND'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE FISCAL YEARS ENDING 2022, 2023 AND 2024 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. Part XII, Line 2d - Other Adjustments: rental Form 990, Part VI, Section B, line 11b THE GOVERNING BODY (BOARD OF TRUSTEES) AUTHORIZES THE SECRETARY TO REVIEW THE FORM 990 BEFORE IT IS FILED. IN ADDITION, THE FORM 990 IS MADE AVAILABLE TO THE ENTIRE GOVERNING BODY FOR THEIR REVIEW UPON REQUEST. Form 990, Part VI, Section B, line 12c THE TRUSTEES ARE GOVERNED BY THE TRUST AGREEMENT AND A WRITTEN CONFLICT OF INTEREST POLICY AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF ITS MEMBERS. ANY TRANSACTIONS THAT MAY BE POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE BROUGHT TO THE BOARD OF TRUSTEES FOR REVIEW AND DISCUSSION WITH THE ORGANIZATION'S LEGAL COUNCIL Form 990, Part VI, Section B, line 15b COMPENSATION FOR THE APPRENTICESHIP DIRECTOR/TRUSTEE AND INSTRUCTORS IS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT AND BYLAWS. Form 990, Part VI, Section C, line 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE FUND OFFICE Form 990, Part XII, Line 2c: the process has not changed from the prior year