SHEET METAL WORKERS LOCAL NO 268 VACATION FUND

EIN: 371130387

Caseyville, IL

Total Revenue
$1,673,194
Total Expenses
$1,656,830
Total Assets
$120,410
Net Assets
$85,888
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
IL
Principal Officer
Jeffery R Bauer
Phone
6183971443
Tax Period
2024-07-01 to 2025-06-30

SHEET METAL WORKERS LOCAL NO 268 VACATION FUND, founded in 1960, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024.

Mission

Providing vacation benefits to approximately 420 union members of Sheet Metal Workers Local 268

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,645,298
Investment Income $27,896
Other Revenue $0
TOTAL REVENUE $1,673,194

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,630,236
Other Expenses $26,594
TOTAL EXPENSES $1,656,830

Year-over-Year Comparison

2024 2023 Change
Revenue $1,673,194 $1,596,518 +0.0%
Expenses $1,656,830 $1,576,826 +0.1%
Net Income $16,364 $19,692 -0.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$99,373
Total Directors
5
$204,695
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John LePere Trustee 1
Director
$0 $0 $105,322
Paul Numi Trustee 1
Director
$0 $0 $99,373
Jeffery Bauer Managing Trustee 5
Officer
$0 $0 $99,373
Phil Halliday Trustee 1
Director
$0 $0 $0
Eric Theiss Trustee 1
Director
$0 $0 $0
Brad McPherson Trustee 1
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,673,194 $1,656,830 $120,410 $16,364
2024 No data No data No data No data
2023 $1,599,174 $1,574,858 $84,354 $24,316
2022 $1,368,507 $1,365,046 $60,038 $3,461
2021 $1,302,084 $1,296,083 $56,577 $6,001
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