2024-09-23T11:53:30-05:00 2023-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-01-01 936053828 SHEET METAL TRAINING FUND SHEE 5032571022 2379 NE 178TH AVE PORTLAND OR 972305957 ROB POSTMA EXECUTIVE ADMINISTRATOR OF TRAINING 5032571022 2024-09-23 1 1 SHANE M GRAVES P00105722 5032205900 2023 2024-08-08 14:25:15Z ROB POSTMA 2379 NE 178TH AVE PORTLAND OR 972305957 3090199 0 X SHEETMETALINSTITUTE.ORG X 1969 OR LEADER IN THE RECRUITMENT, EDUCATION & TRAINING OF SKILLED CRAFTSPEOPLE IN THE SHEET METAL INDUSTRY. 8 8 21 23 0 0 32000 27000 2837200 2773815 -13902 27662 150949 177182 3006247 3005659 0 0 0 0 1750373 1923361 0 0 0 1059846 1103564 2810219 3026925 196028 -21266 7675025 8071570 214917 278277 7460108 7793293 X OUR MISSION IS TO BE THE LEADER IN THE RECRUITMENT, EDUCATION & TRAINING OF SKILLED CRAFTSPEOPLE IN THE SHEET METAL INDUSTRY. OUR VISION IS TO BE THE GATEWAY TO A HIGH PAYING & MEANINGFUL CAREER IN THE SHEET METAL INDUSTRY THAT ENRICHES YOU, YOUR FAMILY, & YOUR COMMUNITY. 0 0 2317952 2854925 SMTF OFFERS UNMATCHED TRAINING IN THE SHEET METAL INDUSTRY. OUR DEDICATED TEAM PROVIDES THE HIGHEST LEVEL OF TRAINING TO ENSURE OUR APPRENTICES AND JOURNEYPERSONS ENJOY SUCCESSFUL CAREERS WHILE OFFERING OUR CONTRACTORS THE BEST TRAINED WORKFORCE IN THE INDUSTRY. OUR FACILITIES ARE STATE-OF-THE-ART, BUT LIKE ANY GREAT ORGANIZATION, OUR GREATEST ASSET IS OUR PEOPLE. OUR FULL-TIME STAFF HAS MORE THAN 200 YEARS OF SHEET METAL EXPERIENCE AND 40 YEARS OF TEACHING EXPERIENCE.OUR AREAS OF INSTRUCTION INCLUDE HVAC, ARCHITECTURAL AND INDUSTRIAL SHEET METAL, AND SERVICE. OUR UNION SHEET METAL APPRENTICESHIP WAS ESTABLISHED OVER 100 YEARS AGO. THE MODERN APPRENTICESHIP TRAINING AS WE KNOW IT TODAY HAS BEEN IN PLACE SINCE 1973. WE MOVED INTO OUR CURRENT PORTLAND CAMPUS IN 1995. TO BETTER SERVE CENTRAL AND SOUTHERN OREGON, WE OPENED OUR SECOND CAMPUS IN SPRINGFIELD IN 2011. OVER 300 APPRENTICES ARE ENROLLED IN OUR 5-YEAR PROGRAM AT ANY GIVEN TIME. EACH YEAR, WE "TURN OUT OR GRADUATE AN AVERAGE OF 75 APPRENTICES. THROUGH HARD WORK AND DEDICATION, APPRENTICES EARN THEIR JOURNEY CARD AND OFFICIALLY BECOME JOURNEYPERSONS. 2317952 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 1 0 1 0 1 7 0 1 21 1 0 0 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 1 1 0 OR X ROB POSTMA TRAINING EXECUTIVE ADMINISTRATOR 5032571022 2379 NE 178TH PORTLAND OR 972305957 ROBERT POSTMA EXECUTIVE ADMINISTRATOR OF TRAINING 40.00 X 128796 0 48369 BEN WOOD TRAINING COORDINATOR 40.00 X 121014 0 48369 PAUL CULP INSTRUCTOR 40.00 X 119105 0 48979 HUY THOMPSON INSTRUCTOR 40.00 X 116528 0 48202 TODD STEVENS INSTRUCTOR 40.00 X 116096 0 48430 RICHARD DOTY INSTRUCTOR 40.00 X 115754 0 48369 CHRIS SCHNEIDER PRESIDENT 1.00 X X 0 0 0 BRIAN NOBLE SECRETARY 1.00 X X 0 0 0 VANESSA STEWARD TRUSTEE 1.00 X 0 0 0 GORDON HARVEY TRUSTEE 1.00 X 0 0 0 GREG SAUER TRUSTEE 1.00 X 0 0 0 JOSH MCCLAUGHRY TRUSTEE 1.00 X 0 0 0 DUSTIN HYSMITH TRUSTEE 1.00 X 0 0 0 JAMES SLATER TRUSTEE 1.00 X 0 0 0 717293 0 290718 9 0 1 0 0 27000 27000 EMPLOYER CONTRIBUTION 611600 2648970 2648970 TRAINING & REIMBURSEME 611600 124845 124845 2773815 112202 112202 96072 0 96072 96072 96072 84540 -84540 -84540 -84540 OTHER REVENUE 900099 81110 81110 81110 3005659 2854925 0 123734 177165 120472 56693 1123860 763515 360345 186181 126603 59578 315409 214478 100931 120746 81728 39018 10116 10116 72123 64911 7212 16837 16837 43508 43508 161284 159819 1465 135348 121813 13535 262448 236203 26245 52714 47443 5271 REPAIRS AND MAINTENANCE 181230 163107 18123 PER DIEM AND HOTEL 102449 102449 CONTESTS - LOC/REG/NAT 28445 28445 37062 33342 3720 3026925 2317952 708973 0 551565 336003 131937 422684 250364 70259 45006 62134 60742 8802370 4806302 3917842 3996068 2642802 3249536 7739 1914 7675025 8071570 207062 276305 7855 1972 214917 278277 X 7460108 7793293 7460108 7793293 7675025 8071570 -21266 354451 0 X X 0 1 X 1 0 X 2637809 2527008 2935436 2869200 2800815 13770268 2637809 2527008 2935436 2869200 2800815 13770268 0 0 0 13770268 126305 115264 125049 145879 208274 720771 126305 115264 125049 145879 208274 720771 49744 20085 114536 66997 81110 332472 2813858 2662357 3175021 3082076 3090199 14823511 0.92890 0.93560 0.04860 0.04260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 581465 581465 6485879 3639798 2846081 1735026 1166504 568522 3996068 OPERATING LEASE LIABILITY 1972 1972 X 3343273 354451 354451 2988822 16837 16837 3005659 3010088 0 3010088 16837 16837 3026925 PART X, LINE 2: MANAGEMENT BELIEVES THE SHEET METAL TRAINING FUND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. ANY INTEREST OR PENALTIES ASSOCIATED WITH THE TRUST'S TAX POSITIONS WOULD BE RECORDED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSES. THE TRUST ANNUALLY FILES AN INFORMATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). X X X 0 0 0 0 0 0 0 0 0 ROBERT POSTMA EXECUTIVE ADMINISTRATOR OF TRAINING 128796 0 0 0 0 0 30016 0 18353 0 177165 0 0 0 BEN WOOD TRAINING COORDINATOR 121014 0 0 0 0 0 30016 0 18353 0 169383 0 0 0 PAUL CULP INSTRUCTOR 119105 0 0 0 0 0 30586 0 18393 0 168084 0 0 0 HUY THOMPSON INSTRUCTOR 116528 0 0 0 0 0 30160 0 18042 0 164730 0 0 0 TODD STEVENS INSTRUCTOR 116096 0 0 0 0 0 30073 0 18357 0 164526 0 0 0 RICHARD DOTY INSTRUCTOR 115754 0 0 0 0 0 30016 0 18353 0 164123 0 0 0 PART I, LINE 3 THE BOARD OF TRUSTEES APPROVES THE SALARY OF THE CEO EQUIVALENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE TRAINING EXECUTIVE ADMINISTRATOR. A COPY OF THE APPROVED FORM 990 IS PROVIDED TO ALL BOARD TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AND KEY EMPLOYEES ARE REQUESTED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. IF THERE IS A POSSIBLE CONFLICT OF INTEREST, AN EVALUATION PROCESS IS FOLLOWED AND DOCUMENTED PER THE GUIDELINES ESTABLISHED IN THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES COMPENSATION AND RAISES OF TRAINING EXECUTIVE ADMINISTRATOR AND KEY EMPLOYEES BASED ON AN ADOPTED POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR. SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL 16 2379 NE 178TH AVE 16 PORTLAND OR 97230 930278486 LABOR UNION OR 501(C) 5 N/A 0 OREGON SHEET METAL WORKERS HEALTH TRUST 3140 NE BROADWAY PORTLAND OR 97232 930757655 HEALTH BENEFITS OR 501(C) 9 N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 SHEET METAL INTERNATIONAL ASSOCIATION LOCAL 16 J 95472 FAIR MARKET VALUE