2022-09-13T15:19:17-05:00 2021-10-31 562552172 INEICH & COMPANY LLP 950 TOWER LANE SUITE 780 FOSTER CITY CA 94404 990 2020-11-01 237225581 SAN MATEO ELECTRICAL APPRENTICESHIP & TRAINING TRUST SANM 4082884400 6800 SANTA TERESA BOULEVARD STE 10 SAN JOSE CA 95119 GLENN ARVIN TRAINING DIRECTOR 4082884400 2022-09-13 1 GLENN ARVIN 999009999 MICHAEL T SAVASTA P01259186 6505738007 X 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z GLENN ARVIN 6800 SANTA TERESA BOULEVARD SUITE 100 SAN JOSE CA 95119 6338998 0 X WWW.SMJATC617.ORG X 1971 CA TO PROVIDE JOURNEYMEN AND APPRENTICE TRAINING FOR ELECTRICAL WORKERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND ELECTRICAL CONTRACTORS 8 8 36 0 0 0 689380 1127107 3003169 3286594 123392 91178 0 0 3815941 4504879 0 0 0 0 1556914 1754104 0 0 0 1359349 1412265 2916263 3166369 899678 1338510 14638732 15665138 741917 520084 13896815 15145054 TO PROVIDE JOURNEYMEN AND APPRENTICE TRAINING FOR ELECTRICAL WORKERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND THE ELECTRICAL CONTRACTORS 0 0 2859186 3286594 TO PROVIDE JOURNEYMEN AND APPRENTICE TRAINING FOR ELECTRICAL WORKERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND THE ELECTRICAL CONTRACTORS 2859186 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 36 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X UNITED ADMINISTRATIVE SERVICES 4082884400 6800 SANTA TERESA BOULEVARD SUITE SAN JOSE CA 95119 X DENNIS AGRESTI TRUSTEE 0.00 0.00 X 0 0 0 DEWELL GOODMAN CHAIRMAN 0.00 0.00 X 0 0 0 BILL KUHR TRUSTEE 0.00 0.00 X 0 0 0 THOMAS SCHERER TRUSTEE 0.00 0.00 X 0 0 0 FRANCISCO CASTANO TRUSTEE 0.00 0.00 X 0 0 0 JOE FITZGERALD TRUSTEE 0.00 0.00 X 0 0 0 DAVE MAURO TRUSTEE 0.00 0.00 X 0 0 0 DAN PASINI TRUSTEE 0.00 0.00 X 0 0 0 BARBARA COX LEAD INSTRUCTOR 48.00 0.00 X 212824 0 0 DEANNA STOKES ADMINISTRATIVE ASSISTANT 40.00 0.00 X 110931 0 0 KATHLEEN BARBER ASSISTANT TRAINING DIRECTOR 40.00 0.00 X 216776 0 0 540531 0 0 3 0 1 0 0 1120416 6691 1127107 EMPLOYER CONTRIBUTIONS 611600 3248558 3248558 MISCELLANEOUS 611600 19827 19827 TEXTBOOKS/TOOLS REIMBURSE 611600 18209 18209 3286594 110331 110331 1814966 1834119 -19153 -19153 -19153 4504879 3286594 0 91178 80784 80784 1175802 1175802 175801 175801 226069 226069 95648 95648 18000 18000 4753 4753 10000 10000 30743 30743 31843 31843 250964 200771 50193 53873 53873 24661 19729 4932 325731 260585 65146 18918 15134 3784 TRAINING & PROGRAM COST 339192 339192 UTILITIES, REPAIRS, & M 217782 174226 43556 GRANT ADMINISTRATION 28205 22564 5641 TELEPHONE 26523 26523 31077 19008 12069 3166369 2859186 307183 0 412831 555114 3027827 3646363 302562 308763 26098 77277 10141471 3821559 6605690 6319912 2492899 3254517 1770825 1503192 14638732 15665138 76684 36933 665233 483151 741917 520084 X 13896815 15145054 13896815 15145054 14638732 15665138 1338510 -90271 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1400000 1400000 5617253 2610413 3006840 2311407 530961 1780446 812811 680185 132626 6319912 CERTIFICATE OF DEPOSITS 1503192 F 1503192 4383865 -90271 -90271 4474136 30743 30743 4504879 3135626 0 3135626 30743 30743 3166369 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WE PUBLISH IN THE SAN JOSE MERCURY NEWS A STATEMENT ON OUR POLICY AND AN INVITATION TO APPLY TO THE APPRENTICESHIP. SCHEDULE E, PART I, LINE 6 WE RECEIVE A GRANT FROM THE EMPLOYEE TRAINING PROGRAM THROUGH THE STATE OF CALIFORNIA. IN ADDITION , WE RECEIVE MONTOYA FUNDING THROUGH THE COMMUNITY COLLEGE SYSTEM 0 0 0 0 0 0 0 0 0 KATHLEEN BARBER ASSISTANT TRAINING DIRECTOR 206005 0 0 0 10771 0 0 0 0 0 216776 0 0 0 BARBARA COX LEAD INSTRUCTOR 185803 0 0 0 27021 0 0 0 0 0 212824 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY BOARD OF TRUSTEES BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C ANNUAL STATEMENTS-EACH PERSON SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B) HAS READ AND UNDERSTANDS THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY. PERIODIC REVIEWS-ARE CONDUCTED TO ENSURE THAT THE TRUST OPERATES IN A MANNER CONSISTANT WITH ITS CHARITABLE AND EDUCATIONAL PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST ONLY