2026-04-09T15:08:13-05:00 2025-05-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-06-01 391232364 SHEET METAL WORKERS LOCAL 18 EL & W LOCAL TRAINING FUND SHEE 2627179567 2201 SPRINGDALE ROAD WAUKESHA WI 53186 CRAIG WAGNER CO-CHAIRMAN 2627179567 2026-04-09 1 1 KURT N WALCUTT P00650229 2627549400 2026-04-09 2024 2025-03-06 01:10:19Z CRAIG WAGNER 2201 SPRINGDALE ROAD WAUKESHA WI 53186 727937 0 X N/A X 1984 WI TO PURSUE EXCELLENCE IN KNOWLEDGE AND SKILLS TO BE A SUCCESSFUL SHEET METAL JOURNEYMAN. 6 5 6 6 0 0 0 0 606431 681115 5448 14860 26810 31962 638689 727937 0 0 0 0 352349 362681 0 0 0 240128 181182 592477 543863 46212 184074 946808 1124776 29324 23218 917484 1101558 TO PURSUE EXCELLENCE IN ACADEMIC KNOWLEDGE AND SKILLS FOR EACH APPRENTICE UPON COMPLETION TO BE A SUCCESSFUL SHEET METAL JOURNEYMAN. 0 0 419134 713077 PROVIDING MEMBERS WITH EDUCATIONAL AND TRAINING PROGRAMS IN THE SHEET METAL TRADE OR CRAFT AND RELATED OCCUPATION. 419134 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 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 0 0 1 2 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENESYS INC 2627981838 2201 SPRINGDALE ROAD WAUKESHA WI 53186 CRAIG WAGNER CO-CHAIRMAN 1.00 X X 1818 0 0 TONY WELKE CO-CHAIRMAN 1.00 X X 0 0 0 GAIL GERHARDT END 42525 TRUSTEE 1.00 X 0 0 0 LANCE STRANDBERG TRUSTEE 1.00 X 0 0 0 JIM VITORT MANAGEMENT TRUSTEE 1.00 X 0 0 0 BEN HERBERT START 121924 TRUSTEE 1.00 X 0 0 0 ANDY GOETZ START 42525 TRUSTEE 1.00 X 0 0 0 1818 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 611519 658215 658215 TUITION AND FEES 900099 22900 22900 681115 14860 14860 OTHER INCOME 900099 31962 31962 31962 727937 713077 0 14860 1818 1818 206350 206350 73926 73926 60840 60840 19747 19747 11195 11195 31370 31370 15405 15405 1185 1185 10369 10369 3741 3741 20555 20555 9226 9226 INSTRUCTOR'S TRAINING 29881 29881 APPRENTICE EDUCATION 26572 26572 EQUIPMENT AND SUPPLIES 17634 17634 REPAIRS AND MAINTENANCE 4023 4023 26 26 543863 419134 124729 0 226572 393715 380634 393058 100942 108433 4282 5470 464949 243961 233466 220988 912 3112 946808 1124776 29324 23218 29324 23218 X 917484 1101558 917484 1101558 946808 1124776 184074 0 X 0 1 X 1 0 X 260664 107298 153366 204285 136663 67622 220988 X 727937 0 727937 0 727937 543863 0 543863 0 543863 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE FUND QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND IS ALSO EXEMPT FROM WISCONSIN INCOME TAX AND, THEREFORE, HAS MADE NO PROVISION FOR INCOME TAXES. THE FUND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE FUND HAS PROVIDED ITS NONDISCRIMINATION POLICY DURING REGISTRATION. THE POLICY IS ALSO PUBLISHED IN LOCAL NEWSPAPERS. FORM 990, PART VI, SECTION A, LINE 7A THE LABOR TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF THE INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS LOCAL 18. THE MANAGEMENT TRUSTEES ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE MECHANICAL CONTRACTORS ASSOCIATION OF NORTHWEST WISCONSIN, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHAIRMAN/TRUSTEE, CRAIG WAGNER, AND THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR/TRUSTEE, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH TRUSTEE-DELEGATED POWERS IS TO ANNUALLY SIGN A STATEMENT REGARDING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST 650 TOWER DRIVE LLC 2201 SPRINGDALE RD WAUKESHA WI 53186 HOLDING TITLE AND OPERATING THE TRAINING FACILITY FOR THE FUND WI 163762 SHEET METAL WORKERS LOCAL 18 EL & W LOCAL TRAINING FUND