2024-10-30T08:28:10-05:00 2024-06-30 823948764 BATES CPA PLLC 610 E ZACK ST STE 504 TAMPA FL 33602 990 2023-07-01 237363298 SHEET METAL WORKERS' LOCAL 15 APPRENTICE & TRAINING COMMITTEE & TRUST FUND SHEE 8136280021 5619 N 50TH ST TAMPA FL 33610 PATRICK O'LEARY CHAIRMAN 8136280021 2024-10-29 1 1 BRENNAN BATES CPA P01652164 8138030025 2024-10-29 2023 2024-10-15 13:58:12Z PATRICK O'LEARY 5619 N 50TH ST TAMPA FL 33610 286753 0 X WWW.SMWLU15JATC.ORG X 1972 FL TO PROVIDE UP-TO-DATE TRAINING AND INSTRUCTION FOR APPRENTICES IN THE SHEET METAL INDUSTRY. 6 6 10 0 0 0 238542 255590 27883 27773 3690 3390 0 0 270115 286753 0 0 0 0 161777 166704 0 0 0 149811 138332 311588 305036 -41473 -18283 657811 634670 31594 26736 626217 607934 TO PROVIDE UP-TO-DATE TRAINING AND INSTRUCTION FOR APPRENTICES IN THE SHEET METAL INDUSTRY. 0 0 256917 286753 TRAINING AND EDUCATION OF APPRENTICES. INSTRUCTORS TEACH SKILLS REQUIRED FOR APPRENTICES TO SUCCEED IN THE SHEET METAL WORKING INDUSTRY. 256917 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 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 1 2 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PATRICK O'LEARY 8136280021 5619 N 50TH ST TAMPA FL 33610 PATRICK O'LEARY CHAIRMAN 1.00 X X 0 74819 41145 DANIEL SINCLAIR SECRETARY 1.00 X X 0 0 0 BRIAN MCCORD VICE CHAIRMAN 1.00 X X 0 68945 40650 DAN DEMASO VICE SECRETARY 1.00 X X 0 0 0 HECTOR RIVERA LABOR TRUSTEE 1.00 X 0 62461 39991 MICHAEL HESS MANAGEMENT TRUSTEE 1.00 X 0 0 0 0 206225 121786 0 0 0 0 0 255590 255590 AFFIL EXEMPT ORG RENT 531120 27773 27773 27773 3390 3390 286753 0 0 31163 126029 107308 18721 15752 15752 14366 14366 10557 9118 1439 165 165 12068 3017 9051 6667 5807 860 2976 2842 134 37918 32289 5629 1950 1950 6810 6501 309 1758 1743 15 2920 2920 26473 24973 1500 27234 16773 10461 CLASSROOM SUPPLIES & IN 11393 11393 305036 256917 48119 0 104218 104327 116621 116646 1142286 728589 436972 413697 657811 634670 264 31250 26472 344 0 31594 26736 X 626217 607934 626217 607934 657811 634670 -18283 0 X X 0 1 X 1 0 X 243806 214383 270947 238542 255590 1223268 243806 214383 270947 238542 255590 1223268 1223268 27950 27264 26773 31573 31163 144723 6581 6581 1374572 0.88990 0.87450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUNDS - 2019 AMOUNT: $ 3,423. INSURANCE CLAIM - 2019 AMOUNT: $ 3,158. 116166 116166 893967 622937 271030 132153 105652 26501 413697 X 286753 0 286753 0 286753 305036 0 305036 0 305036 PART X, LINE 2: INCOME NOT DIRECTLY RELATED TO THE FUND'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED JUNE 30, 2024 AND 2023, THE FUND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, THE FUND BELIEVES IT HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH, AND HAS PROPERLY MAINTAINED, ITS TAX-EXEMPT STATUS. TAX RETURNS FOR THE YEARS 2021 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE TRUSTEES AT A MEETING PRIOR TO ITS FILING DATE. IF NO MEETING IS SCHEDULED, ALL TRUSTEES ARE NOTIFIED THAT THE FORM IS AVAILABLE TO BE RECEIVED ELECTRONICALLY OR VIEWED IN THE OFFICE. A COPY IS SENT TO EACH TRUSTEE AS REQUESTED. THE FORM IS DISCUSSED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES COMPLETE THE CHECKLIST FOR MONITORING YOUR CONFLICT OF INTEREST POLICY ANNUALLY. IN ADDITION ALL EMPLOYEES, OFFICERS AND TRUSTEES COMPLETE THE CONFLICT OF INTEREST CERTIFICATION AND DISCLOSURE FORM ANNUALLY AFTER RECEIPT AND REVIEW OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICERS AND TRUSTEES ARE VOLUNTEER POSITIONS. NO COMPENSATION IS PAID. IF AN OFFICER OR TRUSTEE RECEIVES PAY, THEY ARE NOT PAID FOR THEIR WORK AS OFFICERS OR TRUSTEES BUT ARE PAID FOR OTHER DUTIES PERFORMED FOR THE APPRENTICESHIP FUND. THEIR WAGES ARE DETERMINED USING THE INDUSTRIAL JOURNEYMAN SCALE OF THE LOCAL UNION. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT ALL TIMES UPON REQUEST IN THE FUND'S OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XII, LINE 1 THE METHOD OF ACCOUNTING AS DESCRIBED AS "OTHER" IS THE MODIFIED CASH BASIS OF ACCOUNTING. THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING FOR ITS TAX FORMS, BOOKKEEPING, AND FINANCIAL STATEMENTS. THIS METHOD DIFFERS FROM THE CASH METHOD OF ACCOUNTING IN THAT IT REFLECTS THE CAPITALIZED COST OF PROPERTY AND EQUIPMENT AND ITS RELATED DEPRECIATION, THE AMOUNT OF LOANS RECEIVED FOR ASSET PURCHASES, AND THE LIABILITY RELATED TO THE AMOUNTS WITHHELD FROM EMPLOYEES PAY. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. SHEET METAL WORKERS LOCAL NO 15 5619 N 50TH ST TAMPA FL 33610 592400209 LOCAL UNION FL 501(C)(5) 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0