2024-11-09T10:07:33-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 520914827 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING INDUSTRY INTE 7037397200 3180 FAIRVIEW PARK DRIVE 400 FALLS CHURCH VA 22042 DANIEL MCCALLUM EXECUTIVE DIRECTOR 7037397200 2024-11-09 1 1 ERIN CRANMER P01712644 2023319880 2024-11-09 2023 2024-10-15 13:58:12Z DANIEL MCCALLUM 3180 FAIRVIEW PARK DRIVE 400 FALLS CHURCH VA 22042 40152804 0 X WWW.SHEETMETAL-ITI.ORG X 1971 VA TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 8 8 24 0 0 0 0 0 13898435 14668023 1010059 2265819 191259 9450 15099753 16943292 0 893915 0 0 4726889 5254558 0 0 0 8899829 7753653 13626718 13902126 1473035 3041166 60856107 69699522 385846 356199 60470261 69343323 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 10523917 893914 14677473 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 10523917 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 93 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X PORTER POWELL 7037397001 3180 FAIRVIEW PARK DRIVE SUITE 400 FALLS CHURCH VA 22042 MATTHEW CRAMER CO-CHAIR 1.00 X 0 0 0 MICHAEL COLEMAN CO-CHAIR 1.00 X 0 0 0 JOHN E SICKLE JR TRUSTEE 1.00 X 0 0 0 JOSEPH POWELL TRUSTEE 1.00 X 0 0 0 JOSEPH LANSDELL TRUSTEE 1.00 X 0 0 0 RICHARD H WERNER TRUSTEE 1.00 X 0 0 0 JOHN ILTEN TRUSTEE 1.00 X 0 0 0 BILL KENYON TRUSTEE 1.00 X 0 0 0 JOSEPH SELLERS (FORMER) CO-CHAIR 1.00 X 0 0 0 RANDY NOVAK (FORMER) CO-CHAIR 1.00 X 0 0 0 DANIEL MCCALLUM EXECUTIVE DIRECTOR 40.00 X 272621 0 89235 MICHAEL T HARRIS ADMINISTRATOR 40.00 X 260923 0 86143 COLLINS DAVID FIELD STAFF 40.00 X 183745 0 72916 GARRISON CLIFFORD FIELD STAFF 40.00 X 183834 0 71473 LIEBERT LEONARD FIELD STAFF 40.00 X 208838 0 68247 MCGUIRE RONALD PROGRAM DIRECTOR 40.00 X 219048 0 80383 ST PETER DAVID DIRECTOR OF RESEARCH DEVELOPMENT & TECHNOLOGY 40.00 X 194427 0 73141 1523436 0 541538 18 0 1 0 INTERPLAY LEARNING 1717 W 6TH ST SUITE 405 AUSTIN TX 78703 CONSULTING 450000 UNITED AIRLINES PO BOX 733229 DALLAS TX 75373 TRANSPORTATION 369086 SMW NATIONAL PENSION FUND 3180 FAIRVIEW PARK DR STE 400 FALLS CHURCH VA 22042 ADMIN. SERVICES AGREEMENT 333727 WESTERN WASHINGTON SM JATC 2725 WILLIAMSON PLACE SUITE 100 DUPONT WA 98327 RENT, PROFESSIONAL SERVICES 242450 DATA RESEARCH GROUP 233 E DAVIS ST SUITE 400 CULPEPER VA 22701 INFORMATION TECHNOLOGY SERVICES 235282 17 EMPLOYER CONTRIBUTIONS 900099 14544919 14544919 FEDERAL GRANTS FOR TRAINING 900099 123104 123104 14668023 1424988 1424988 24050343 23209512 840831 840831 840831 OTHER REVENUE 900099 9450 9450 9450 16943292 14677473 0 2265819 893915 893915 708921 708921 2309075 1367792 941283 800781 505660 295121 1182014 791179 390835 253767 186103 67664 136687 39347 97340 47900 47900 272687 272687 639658 558987 80671 2128980 1961025 167955 486941 242335 244606 1690526 1521364 169162 60052 58352 1700 76579 76579 100601 100601 OUTSIDE AND OTHER SERVI 1688937 1688937 RETIREE HEALTH BENEFITS 232515 232515 SMW NPF SHARED ADMINSTR 191590 191590 13902126 10523917 3378209 0 4343031 3007294 50574 34061 2295233 2327456 507328 660645 132133 115498 5671380 5114798 572586 556582 52955222 62997986 60856107 69699522 385846 356199 385846 356199 X 60470261 69343323 60470261 69343323 60856107 69699522 3041166 5831896 0 X X 0 1 X 1 0 X 399800 399800 14417353 13449838 13674773 13898435 14668023 70108422 14417353 13449838 14074573 13898435 14668023 70508222 0 0 0 70508222 1127645 1085441 1152062 1114438 1424988 5904574 1127645 1085441 1152062 1114438 1424988 5904574 7121 20002 58073 191259 9450 285905 15552119 14555281 15284708 15204132 16102461 76698701 0.91930 0.92400 0.07700 0.07200 X 2117958 1955408 162550 2606300 2387268 219032 947122 772122 175000 556582 X PART X, LINE 2: ITI ADOPTED THE AUTHORITATIVE GUIDANCE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES WHICH PROVIDES CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ITI PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE PERIOD ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. 1 CONSOLIDATED APPENTICESHIP TRNING OF SHEET METAL WORKERS LOCAL 10 3554 WHITE BEAR AVE N WHITE BEAR LAKE MN 55110 450377291 501(C)(3) 20000 0 FOR PURCHASE OF TRAINING EQUIPMENT LOCAL 263 CEDAR RAPIDS SHEET METAL WORKERS JOINT APPRENTICE COMMITTEE 500 66TH AVE SW SUITE3 CEDAR RAPIDS IA 52406 510191312 501(C)(3) 19463 0 FOR PURCHASE OF TRAINING EQUIPMENT CENTRAL IOWA SHEET METAL TRAINING FUND 4534 NW 6TH DRIVE DES MOINES IA 50313 237218292 501(C)(3) 51082 0 FOR PURCHASE OF TRAINING EQUIPMENT CHARLESTON JOINT APPRENTICESHIP LOCAL 399 JAC 841 MAIN STREET SOUTH NEW ELLENTON SC 29809 570792612 501(C)(5) 8074 0 FOR PURCHASE OF TRAINING EQUIPMENT GEORGIA SHEET METAL JOINT APPRENTICESHIP TRAINING COMMITTEE 4830 MENDEL COURT SW ATLANTA GA 30336 580692705 501(C)(5) 64000 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS LOCAL 110 EDUCATION AND TRAINING TRUST FUND 810 N ENGLISH STATION ROAD LOUISVILLE KY 40223 616052795 501(C)(3) 22500 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS KNOXVILLE AREA JOINT APPRENTICESHIP TRAINING FUND 4300 PAPERMILL DR NW KNOXVILLE TN 37909 621223806 501(C)(3) 102366 0 FOR PURCHASE OF TRAINING EQUIPMENT MADISON AREA SHEET METAL WORKERS EDUCATION TRUST 150 COMMUNICATIONS DRIVE SUN PRAIRIE WI 53590 391415341 501(C)(3) 42500 0 FOR PURCHASE OF TRAINING EQUIPMENT METROPOLITAN SHEET METAL JOURNEYMAN AND APPRENTICE TRAINING TRUST FUND 3554 WHITE BEAR AVE N WHITE BEAR LAKE MN 55110 411515215 501(C)(3) 20000 0 FOR PURCHASE OF TRAINING EQUIPMENT SMART LOCAL UNION NO 49 JOINT APPRENTICESHIP AND TRAINING TRUST 2300 BUENA VISTA SE SUITE 128 ALBUQUERQUE NM 87106 237116415 501(C)(3) 32000 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS 104 & BAY AREA INDUSTRY TRAINING FUND 1401 GREENVILLE RD LIVERMORE CA 94550 946138707 501(C)(3) 40000 0 FOR PURCHASE OF TRAINING EQUIPMENT SOUTHEASTERN WA AND NORTHEASTERN OR SHEET METAL TRAINING TRUST 1718 W SYLVESTER PASCO WA 99301 911003838 501(C)(5) 22991 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS LOCAL 20 APPRENTICESHIP & TRAINING TR 2828 E 45TH STREET INDIANAPOLIS IN 46205 351154275 501(C)(3) 67500 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS LOCAL NO 4 APPRENTICE TRAINING 6735 WHITTEN PLACE MEMPHIS TN 38133 620811943 501(C)(3) 22500 0 FOR PURCHASE OF TRAINING EQUIPMENT JOINT APPRENTICE COMMITTEE TRUST SHEET METAL WORKERS 268 2701 NORTH 89TH STREET CASEYVILLE IL 62232 237208623 501(C)(5) 20000 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS LOCAL UNION 100 APPRENTICESHIP FUND OF THE 4725 SILVER HILL ROAD SUITLAND MD 20746 530259080 501(C)(3) 5216 0 FOR PURCHASE OF TRAINING EQUIPMENT JOURNEYMEN-APPRENTICE TRAINING FUND FOR THE SHEET METAL INDUSTRY OF WESTERN 1200 GULF LAB ROAD PITTSBURGH PA 15238 251293496 501(C)(5) 19876 0 FOR PURCHASE OF TRAINING EQUIPMENT SMACNA NORTHERN ILLINOIS AND SHEET METAL WORKERS LOCAL 219 TRAINING FUND 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 362942015 501(C)(5) 22034 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS LOCAL 27 EDUCATIONAL TRUST FUND 322 SQUANKUM-YELLOW BROOK ROAD FARMINGDALE NJ 07727 222568877 501(C)(3) 52000 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL INDUSTRY APPRENTICE AND TRAINING FUND 100 OLD FORGE ROAD ROCKY HILL CT 06067 237412739 501(C)(3) 22500 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS J AND A TRAIN TR FUND 813 AIRPORT BLVD AUSTIN TX 78702 741605852 501(C)(3) 40000 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL CONTRACTORS AND LOCAL NO 71 JAC EDUCATION AND TRAINING 24 LIBERTY AVENUE BUFFALO NY 142152112 237063000 501(C)(5) 6926 0 FOR PURCHASE OF TRAINING EQUIPMENT SMART LOCAL 265 EDUCATION AND TRAINING TRUST FUND 205 ALEXANDRA WAY CAROL STREAM IL 601882080 366148078 501(C)(5) 20000 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS 292 APPRENTICESHIP FUND 64 PARK STREET SUITE 200 TROY MI 480832752 387057494 501(C)(3) 16184 0 FOR PURCHASE OF TRAINING EQUIPMENT ST JOSEPH AREA SHEET METAL WORKERS JOINT APPRENTICESHIP AND TRAINING FUND PO BOX 895 ST JOSEPH MO 64502 431466344 501(C)(5) 22500 0 FOR PURCHASE OF TRAINING EQUIPMENT ST LOUIS SHEET METAL JOINT APPRENTICESHIP FUND 2319 CHOUTEAU AVE SUITE 200 ST LOUIS MO 63103 431077850 501(C)(5) 20000 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL WORKERS & TRI CTY AIR COND & SHT MT CONTR JOINT TR FUND 1794 GOODYEAR AVENUE VENTURA CA 93003 953548147 501(C)(3) 18269 0 FOR PURCHASE OF TRAINING EQUIPMENT MICHIGAN SHEET METAL TRAINING AND APPRENTICESHIP INC G-4070 DOLAN DRIVE FLINT MI 48504 611620302 501(C)(3) 20000 0 FOR PURCHASE OF TRAINING EQUIPMENT WESTERN WASHINGTON SHEET METAL JATC 2725 WILLIAMSON PLACE SUITE 100 DUPONT WA 98327 911086070 501(C)(3) 21434 0 FOR PURCHASE OF TRAINING EQUIPMENT SHEET METAL CONTRACTING INDUSTRY EDUCATION FUND OF NORTHEASTERN PEN 270 NORTH SHERMAN STREET WILKES BARRE PA 18702 237171474 501(C)(3) 32000 0 FOR PURCHASE OF TRAINING EQUIPMENT 20 10 PART I, LINE 2: GRANT APPLICATIONS MUST STATE HOW THE GRANT FUNDS WILL BE USED FOR TRAINING IN THE RESPECTIVE JATC'S TRAINING CENTER. TRAINING CLASSES FOR JATCS ARE TRACKED THROUGH THE GRANTOR'S DATABASE TO ENSURE THAT THE TRAINING DESCRIBED ON THE APPLICATION IS BEING DONE. 1 X 0 0 0 0 0 0 0 0 0 DANIEL MCCALLUM EXECUTIVE DIRECTOR 222254 0 0 0 50367 0 60134 0 29101 0 361856 0 0 0 MICHAEL T HARRIS ADMINISTRATOR 210556 0 0 0 50367 0 57794 0 28349 0 347066 0 0 0 MCGUIRE RONALD PROGRAM DIRECTOR 179945 0 0 0 39103 0 51672 0 28711 0 299431 0 0 0 LIEBERT LEONARD FIELD STAFF 158611 0 0 0 50227 0 47405 0 20842 0 277085 0 0 0 ST PETER DAVID DIRECTOR OF RESEARCH DEVELOPMENT & T 155324 0 0 0 39103 0 46748 0 26393 0 267568 0 0 0 COLLINS DAVID FIELD STAFF 144642 0 0 0 39103 0 44612 0 28304 0 256661 0 0 0 GARRISON CLIFFORD FIELD STAFF 144731 0 0 0 39103 0 44629 0 26844 0 255307 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND HAS COMMITTEES, WHICH MAY ACT ON BEHALF OF THE BOARD FROM TIME-TO-TIME. THOSE ACTIONS ARE REQUIRED TO BE RECORDED IN MINUTES, OR OTHER WRITING. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED ELECTRONICALLY TO EACH MEMBER OF THE BOARD OF TRUSTEES. THE TRUSTEES ARE ENCOURAGED TO CAREFULLY REVIEW THE DRAFT AND TO RESPOND WITH ANY QUESTIONS OR COMMENTS. THE FORM 990 IS FINALIZED ONLY AFTER THE TRUSTEES' QUESTIONS AND COMMENTS, IF ANY, HAVE BEEN ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C LEGAL COUNSEL REVIEWS THE POLICY WITH THE TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES MEETS ANNUALLY IN EXECUTIVE SESSION TO REVIEW AND APPROVE THE COMPENSATION OF THE EXECUTIVE ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 SUCH DOCUMENTS ARE AVAILABLE FOR EXAMINATION AT THE ORGANIZATION'S OFFICES, OR COPIES WILL BE PROVIDED ELECTRONICALLY UPON REQUEST. HARD COPIES OF THE DOCUMENTS WILL BE PROVIDED FOR A NOMINAL FEE TO COVER COPYING COSTS. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. INT'L TRAIN INSTITUTE FOR THE SHEET METAL & AC IND STAFF RET FD 3180 FAIRVIEW PARK DRIVE SUITE 400 FALLS CHURCH VA 22042 541964506 PROVIDES HEALTH BENEFITS FOR RETIRED EMPLOYEES VA 501(C)(9) INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC IND 0 SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST 3180 FAIRVIEW PARK DRIVE SUITE 400 FALLS CHURCH VA 22042 526405006 RESEARCH, STUDY AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH VA 501(C)(3) LINE 11 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE 3180 FAIRVIEW PARK DRIVE SUITE 400 FALLS CHURCH VA 22042 521311294 TRADE ASSOCIATION VA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE Q 370612 FMV SHEET METAL OCCUPATIONAL HEALTH INDUSTRY TRUST INC Q 394493 FMV