2024-11-12T11:20:10-06:00 2024-06-30 454205322 HW LLP 16133 VENTURA BLVD STE 700 ENCINO CA 914362406 990 2023-07-01 951953485 Sheet Metal and Air Conditioning Contractors NA of Southern CA SHEE 5629446345 12070 Telegraph Road Suite 350 Santa Fe Springs CA 90670 MARK TERZIGNI EXECUTIVE DIRECTOR 5629446345 2024-11-01 1 1 Louis Hamel P00392169 8189213980 2024-11-11 2023 2024-10-15 13:58:12Z MARK TERZIGNI 12070 TELEGRAPH ROAD SANTA FE SPRINGS CA 90670 7516249 0 X WWW.SMACNA-SOCAL.ORG X 1953 CA TO PROVIDE ADMINISTRATION SERVICES AND PROMOTE GOOD BUSINESS PRACTICES INTHE SHEET METAL AND AIR CONDITIONING INDUSTRY. 16 16 4 0 5017 0 33450 35145 1823980 1838399 143863 534879 -18228 41493 1983065 2449916 0 0 0 0 793497 1023061 0 0 0 1197197 1368164 1990694 2391225 -7629 58691 12381975 12426473 0 0 12381975 12426473 TO PROVIDE ADMINISTRATION SERVICES AND PROMOTE GOOD BUSINESS PRACTICES IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 1797705 1784503 THE ORGANIZATION PROVIDES ADMINISTRATIVE SERVICES FOR INDUSTRY FUNDS AND ASSOCIATION OF CONTRACTORS. THIS ADMINISTRATION INCLUDES THE CONDUCTING OF MEETINGS, NEGOTIATING WITH UNIONS AND PERFORMING VARIOUS EXEMPT STATUS ACTIVITIES. 1797705 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 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 1 0 0 4 1 1 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MARK TERZIGNI 5629446345 12070 TELEGRAPH RD350 SANTA FE SPRINGS CA 90670 MICHAEL HILGERT DIRECTOR 2.00 X 0 0 0 KENT COOPER DIRECTOR 2.00 X 0 0 0 KAREN FOX DIRECTOR 2.00 X 0 0 0 CHAD HERRICK DIRECTOR 2.00 X 0 0 0 CARMEN KOO DIRECTOR 2.00 X 0 0 0 NORM LUSSIER DIRECTOR 2.00 X 0 0 0 WAYNE LYONS DIRECTOR 2.00 X 0 0 0 KEVIN MICHEL DIRECTOR 2.00 X 0 0 0 RICHARD RIVERA DIRECTOR 2.00 X 0 0 0 BRYCE BARLER DIRECTOR 2.00 X 0 0 0 BRAD YOUNG DIRECTOR 2.00 X 0 0 0 HECTOR VARGAS IMM. PAST PRESIDENT 2.00 X 0 0 0 PETE FORTIN PRESIDENT 2.00 X 0 0 0 TOM NOLAN TREASURER 2.00 X 0 0 0 GINA MEDEL VICE PRESIDENT 2.00 X 0 0 0 MICHAEL DEAN SECRETARY 2.00 X 0 0 0 MARK TERZIGNI EXECUTIVE DIRECTOR 40.00 X 375000 0 0 KIM WILLIAMS OFFICE MANAGER 40.00 X 131925 0 0 KEVIN O'DORISIO EXECUTIVE DIRECTOR 40.00 X 468260 0 0 975185 0 0 3 1 1 0 0 35145 35145 Program service revenue 561000 1838399 1838399 1838399 588775 588775 5012437 5066333 -53896 -53896 -53896 Icapital Millennium Fund UBTI 900099 23098 8741 14357 Bain Capital 900099 12045 -1590 13635 Insolve Global Credit Feeder IV 900099 3681 3681 2669 -2134 4803 41493 2449916 1784503 5017 625251 974550 779640 194910 48511 38809 9702 98360 49180 49180 340242 340242 99195 99195 INDUSTRY ADVANCEMENT 365192 365192 Investment Management F 131087 131087 Continuity Program 83607 83607 Deferred Compensation 54555 43644 10911 195926 97391 98535 2391225 1797705 593520 0 79256 20320 1063716 1157559 11235225 11244816 3778 3778 12381975 12426473 0 0 X 12381975 12426473 12381975 12426473 12381975 12426473 X 58691 -14193 X 0 1 X 1 0 0 1 0 0 2408424 0 2408424 41492 41492 2449916 2363925 0 2363925 27300 27300 2391225 Part XI, Line 4b - Other Adjustments: K-1 Passthrough Income Part XII, Line 4b - Other Adjustments: K-1 Passthrough Expenses 0 0 0 KEVIN O'DORISIO EXECUTIVE DIRECTOR 468260 0 0 0 0 0 0 0 0 0 468260 0 0 0 MARK TERZIGNI EXECUTIVE DIRECTOR 375000 0 0 0 0 0 0 0 0 0 375000 0 0 0 Form 990, Part VI, Section B, line 11b ORGANIZATION'S PROCESS TO REVIEW FORM 990: EXECUTIVE DIRECTOR AND TREASURER REVIEW THE 990 Form 990, Part VI, Section B, line 12c THE EXECUTIVE DIRECTOR AND PRESIDENT BOTH VERIFY PROPER DISCLOSURE AND ENFORCEMENT OF THIS POLICY. Form 990, Part VI, Section B, line 15a EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, line 19 ALL RELEVANT DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, line 9: Taxable Income from K-1's -14,193.