2025-09-30T13:21:42-05:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 366132744 SHEET METAL & AIR CONDITIONING CONTRACTORS' SHEE 7039954030 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 201511209 AARON HILGER EXECUTIVE DIRECTOR 7039954030 2025-09-30 1 1 DAWN MINEMIER P01339753 5853811000 2024 2025-03-06 01:10:19Z X NATIONAL INDUSTRY FUND OF THE UNITED STATES AARON HILGER 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 201511209 10999710 0 X NA X 1963 VA TO INCREASE THE EFFICIENCY OF THE SHEET METAL & AIR CONDITIONING INDUSTRY & TO BENEFIT THE PUBLIC. 7 7 0 0 0 0 0 0 9679203 10999710 0 0 0 0 9679203 10999710 9583227 10816733 0 0 0 0 0 0 0 4865 13182 9588092 10829915 91111 169795 292950 462745 0 0 292950 462745 TO PROMOTE AND CARRY OUT PROGRAMS TO INCREASE THE EFFICIENCY OF THE SHEET METAL AND AIR CONDITIONING INDUSTRY AND TO BENEFIT THE PUBLIC. 0 0 TECHNICAL AND RESEARCH PROGRAM - PURSUANT TO THE FUND AND SHEET METAL AND AIR CONDITIONING CONTRACTORS' (SMACNA) AGREEMENT, THESE PROGRAMS THAT ARE CONSISTENT WITH THE PURPOSE OF THE FUND ARE DEVELOPED AND EXECUTED BY SMACNA. THE FUND'S TRUSTEES APPROVE THE PROGRAMS AND BUDGETS AND REIMBURSE SMACNA UP TO 100% OF THE COST OF SUCH PROGRAMS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NADINE WITCHEL 7039954030 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 201511209 PAUL KLAUS CHAIR 1.00 X X 0 0 0 GAVIN BROWNLIE JR TRUSTEE 1.00 X 0 0 0 CLAY COOKE TRUSTEE 1.00 X 0 0 0 MITCH GOLAY SECRETARY-TREASURER 1.00 X X 0 0 0 DAN HAMPTON TRUSTEE 1.00 X 0 0 0 KURT MATTSON TRUSTEE 1.00 X 0 0 0 ADAM VIDIMOS TRUSTEE 1.00 X 0 0 0 AARON HILGER ADMINISTRATOR 1.00 33.00 X 0 468486 97707 0 468486 97707 0 0 1 0 0 ASSESSMENT DUES 900099 10999710 10999710 10999710 10999710 10999710 0 0 10816733 13182 10829915 292950 462745 292950 462745 0 0 X 0 0 0 0 0 0 292950 462745 292950 462745 169795 0 X X 0 1 X 1 0 0 X 10999710 0 10999710 0 10999710 10829915 0 10829915 0 10829915 PART X, LINE 2: THE FUND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS ALSO EXEMPT FROM VIRGINIA INCOME TAXES. THE FUND EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. 1 SHEET METAL & AIR CONDITIONING CONTRACTORS' NATIONAL ASSN INC 4201 LAFAYATTE CENER DRIVE CHANTILLY VA 20151 362099048 501 (C)(6) 10816733 0 NA NA TO ENHANCE THE SHEET METAL INDUSTRY PART I, LINE 2: THE FUND'S TRUSTEES APPROVE THE PROGRAMS AND BUDGETS DEVELOPED BY SMACNA AND REIMBURSE SMACNA UP TO 100% OF THE COST OF SUCH PROGRAMS. THE FUNDS'S TRUSTEES ARE UPDATED REGULARLY OF THE USES OF THE CONTRIBUTIONS. 0 0 0 AARON HILGER ADMINISTRATOR 0 468486 0 0 0 0 0 53173 0 44534 0 566193 0 0 SCHEDULE J, PART III AARON HILGER, THE FUND'S ADMINISTRATOR, RECEIVES COMPENSATION FROM A RELATED ORGANIZATION. THIS RELATED ORGANIZATION ESTABLISHES THE ADMINISTRATOR'S COMPENSATION BASED ON A COMPENSATION SURVEY OR STUDY THAT IS DELIBERATED AND APPROVED BY THE RELATED ORGANIATION'S COMPENSATION COMMITTEE. THE APPROVED COMPENSATION IS INDICATED ON A WRITTEN EMPLOYMENT CONTRACT SIGNED BY THE ADMINISTRATOR. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE FUND'S TRUSTEES PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM IS SENT ELETRONICALLY TO THE TRUSTEES OF THE FUND. THE TRUSTEES PREVIOUSLY HAD BEEN NOTIFIED OF THIS PROCEDURE AND THE TRUSTEES ARE GIVEN 10 DAYS IN WHICH TO EXAMINE THE FORM 990 AND COMMUNICATE WITH THE CONTROLLER OF THE FUND IN THE EVENT ANY TRUSTEE HAS QUESTIONS OR COMMENTS. AT THE REQUEST OF ANY TRUSTEE, OR IF THERE ARE QUESTIONS OR COMMENTS THAT CANNOT BE ADEQUATELY AND FULLY ADDRESSED, THE CONTROLLER WILL ARRANGE A CONFERENCE CALL FOR ALL TRUSTEES TO DISCUSS THE FORM 990 AND WHETHER OR NOT REVISIONS ARE NEEDED BEFORE IT IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST MEETING OF THE TRUSTEES OF EACH YEAR, A COPY OF THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE TRUSTEES. IN ADDITION, A DISCLOSURE STATEMENT IS DISTRIBUTED TO EACH TRUSTEE. LEGAL COUNSEL REVIEWS THE CONFLICT OF INTEREST POLICY WITH THE TRUSTEES. LEGAL COUNSEL EXPLAINS TO THE BOARD OF TRUSTEES WHAT TYPES OF INTEREST HAVE TO BE DISCLOSED AND THE ADMINISTRATIVE PROCEDURE FOR ADVISING THE ORGANIZATION REGARDING INTEREST TO BE DISCLOSED. THE TRUSTEES ARE THEN REQUIRE TO COMPLETE THE DISCLOSURE STATEMENTS AND RETURN THEM TO THE FUND'S ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE TO BE EXAMINED UPON REQUEST. PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR. SHEET METAL & AIR CONDITIONING CONTRACTORS NATIONAL ASSOCIATION 4102 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 362099048 ADVANCE SHEET METAL INDUSTRTY VA 501(C)(6) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SHEET METAL AND AIR CONDITIONING CONTRACTOR'S NATIONAL ASSOCIATION B 10816733 ACTUAL