2024-11-12T09:47:20-06:00 2023-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 94583 990 2023-01-01 941563351 HEAT & FROST INSULATORS & ALLIED WORKERS OF NOR CAL & LOCAL # 16 APPRENTICE TRAINING % BENESYS ADMINISTRATORS HEAT 7077480160 3801 PARK ROAD BENICIA CA 94510 CHRIS GREANEY CO-CHAIRPERSON 9252779100 2024-11-10 true true JESSICA R ROSTER P01317380 9252779100 2023 2024-10-15 13:58:12Z CHRIS GREANEY 3801 PARK ROAD BENICIA CA 94510 2010758 false X N/A X 1961 CA PROVIDE TRAINING AND PROMOTE THE INSULATION INDUSTRY. 6 6 15 0 0 0 340878 395010 1285750 1605526 372 547 28095 9675 1655095 2010758 0 0 0 0 1174789 1083833 0 0 0 600960 594895 1775749 1678728 -120654 332030 844674 1218085 97076 138457 747598 1079628 TO PROVIDE TRAINING TO EMPLOYEES OF PARTICIPATING EMPLOYERS AND TO PROMOTE THE INSULATION INDUSTRY. false false PROVIDED TRAINING TO EMPLOYEES OF PARTICIPATING EMPLOYERS. false true false false false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false true 5 0 true 15 true false false false false false false false false X 6 6 false true false false false false false true false false false true true true true true true true true false CA X BENESYS ADMINISTRATORS 9253987060 7180 KOLL CENTER PARKWAY SUITE 200 Pleasanton CA 94566 jonathan blaine TRAINING COORD. - EFF.12/2023 40.0 0.0 X 160021 0 117071 DARRELL REDDICK INSTRUCTOR 40.0 0.0 X 157010 0 100107 William Hamman Instructor 40.0 0.0 X 145555 0 109225 bill Hodges TRUSTEE - EFF. 12/2023 5.5 0.0 X 9812 0 13756 CHRIS GREANEY CO-CHAIRPERSON 0.5 0.0 X X 0 0 0 MIKE SHIPLEY CO-CHAIRPERSON - TERM. 12/2023 0.5 0.0 X X 0 0 0 Archie Daubin CO-CHAIRPERSON - EFF. 12/2023 0.5 0.0 X X 0 0 0 Rory mcdonnell trustee 0.5 0.0 X 0 0 0 CRAIG ROSSI Trustee 0.5 0.0 X 0 0 0 Mark Plubell trustee 0.5 0.0 X 0 0 0 472398 0 340159 6 false true false 0 395010 395010 EMPLOYER CONTRIBUTIONS 900999 1464499 1464499 COMMUNITY COLLEGE REIMBURSEMENT 900999 141027 141027 1605526 547 547 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900999 1876 1876 IIATF REIMBURSEMENT 900999 7799 7799 9675 2010758 1615201 0 547 0 0 0 0 23568 0 628970 217890 162048 51357 15426 31638 21059 0 0 0 49501 0 60919 0 0 102571 47563 0 8852 0 92801 46115 16090 INSTRUCTIONAL MATERIALS 96782 TRAINING EXPENSE 5578 1678728 488958 889485 17442 17989 65555 68609 120689 122530 0 0 0 0 0 0 0 0 3530 6039 533369 419936 148500 113433 0 0 0 0 0 0 0 0 0 0 844674 1218085 97076 138457 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 97076 138457 X 0 0 0 0 747598 1079628 747598 1079628 844674 1218085 332030 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 533369 419936 113433 113433 0 0 X 2010758 2010758 2010758 1678728 1678728 1678728 Part X, Line 2: THE TRUST HAS ANALYZED THE TAX POSITIONS BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X false false false jonathan blaine TRAINING COORD. - EFF.12/2023 160021 0 0 0 0 0 76689 0 40382 0 277092 0 0 0 William Hamman Instructor 145555 0 0 0 0 0 71414 0 37811 0 254780 0 0 0 DARRELL REDDICK INSTRUCTOR 157010 0 0 0 0 0 66977 0 33130 0 257117 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE BOARD OF TRUSTEES HAS CONTRACTED WITH BENESYS ADMINISTRATORS TO PROVIDE RECORDKEEPING SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C: ALL TRUSTEES OF THE ORGANIZATION HAVE RESPONSIBILITIES TO DISCLOSE ANY CONFLICT OF INTEREST ON AN ANNUAL BASIS. THE TRAINING COORDINATOR AND CHAIRMAN ARE RESPONSIBLE FOR MONITORING THE CONFLICT-OF-INTEREST POLICY AND RESOLUTION OF ANY CONFLICTS. IF THE TRAINING COORDINATOR OR CHAIRMAN HAS REASONABLE CAUSE TO BELIEVE A TRUSTEE, OFFICER, OR MANAGEMENT EMPLOYEE HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THE INDIVIDUAL WILL HAVE THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF DETERMINED THAT THE INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15: COMPENSATION FOR THE TRAINING COORDINATOR IS SET FORTH IN THE COLLECTIVE BARGAINING AGREEMENT. THE WAGE RATES PER THE COLLECTIVE BARGAINING AGREEMENTS FOR THE TRAINING COORDINATOR ARE REVIEWED AND APPROVED BY THE TRUSTEES AS SET FORTH IN THE EMPLOYMENT AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.