2025-04-01T16:59:31-05:00 2024-05-31 043728817 TRONCONI SEGARRA & ASSOCIATES LLP 8321 MAIN STREET WILLIAMSVILLE NY 14221 990 2023-06-01 237063000 SHEET METAL CONTRACTORS AND LOCAL NO 71 JAC EDUCATION AND TRAINING FUND SHEE 7168358836 24 LIBERTY AVENUE BUFFALO NY 14215 MICHAEL NELSON TRUSTEE 7168358836 2025-03-31 1 0 DIANE M STRAKA CPA P00165826 7166331373 2025-03-31 2023 2025-03-06 01:10:19Z TIMOTHY BENES 24 LIBERTY AVENUE BUFFALO NY 14215 352469 0 X N/A X 1969 NY TO PROVIDE TRAINING AND RETRAINING PROGRAMS AND EDUCATIONAL PROGRAMS FOR ELIGIBLE SHEET METAL WORKER APPRENTICES AND JOURNEYMEN. 8 6 16 0 0 0 0 0 245190 307209 2694 -656 41797 5265 289681 311818 0 0 0 0 104368 110186 0 0 0 224572 207012 328940 317198 -39259 -5380 358872 754652 35238 432090 323634 322562 TO PROVIDE TRAINING AND RETRAINING PROGRAMS AND EDUCATIONAL PROGRAMS FOR ELIGIBLE SHEET METAL WORKER APPRENTICES AND JOURNEYMEN. 0 0 THE JOINT APPRENTICESHIP EDUCATION AND TRAINING FUND PROVIDED TRAINING CLASSES AND INSTRUCTION FOR ELIGIBLE APPRENTICES AND JOURNEYMEN 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 0 1 19 0 1 16 1 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X THE ORGANIZATION 7168358836 24 LIBERTY AVENUE BUFFALO NY 14215 TIMOTHY BENES TRUSTEE 1.00 X 0 0 0 JASON HUNT TRUSTEE THRU 5/17/24 1.00 X 7227 0 0 EDWARD BENDER JR TRUSTEE THRU 5/17/24 1.00 X 0 0 0 PAUL CRIST TRUSTEE THRU 11/30/23 1.00 X 0 0 0 RICHARD DELOTTO TRUSTEE THRU 5/17/24 1.00 X 0 0 0 ANDREW NOWAK TRUSTEE 1.00 X 0 0 0 JEFFREY MERTZ TRUSTEE 1.00 X 0 0 0 DAVID NIEMAN TRUSTEE THRU 5/17/24 1.00 X 0 0 0 MICHAEL NELSON TRUSTEE BEG. 12/1/23 1.00 X 5087 0 0 KEVIN SCHEDLBAUER TRUSTEE BEG. 5/17/24 1.00 X 0 0 0 JACK DAFGARD TRUSTEE BEG. 5/17/24 1.00 X 0 0 0 MATTHEW BAGLEY TRUSTEE BEG. 5/17/24 1.00 X 0 0 0 12314 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 307209 307209 307209 3785 3785 36210 40651 -4441 -4441 -4441 OTHER INCOME 900099 2940 2940 EXPENSE REIMBURSEMENTS 900099 2325 2325 5265 311818 312474 0 -656 9461 85570 3806 2420 8929 2095 9803 521 15419 4959 39800 22165 16582 11309 TRAINING SCHOOL SUPPLIE 49343 INSTRUCTOR TRAINING 12613 GRANT WRITING SERVICES 12500 REPAIRS & MAINTENANCE 9903 317198 31179 26591 4905 100 29256 30120 7251 14143 436791 267543 174504 169248 111777 84885 0 429565 358872 754652 17727 2525 17511 429565 35238 432090 X 0 0 0 0 323634 322562 323634 322562 358872 754652 -5380 4308 0 X 0 1 X 1 0 56174 44720 11454 346455 222823 123632 34162 34162 169248 RIGHT OF USE ASSET - OPERATING LEASE 429565 429565 OPERATING LEASE LIABILITY 429565 429565 310883 4308 4308 306575 521 4722 5243 311818 311955 0 311955 521 4722 5243 317198 PART XI, LINE 4B - OTHER ADJUSTMENTS: SALE OF SCHOOL SUPPLIES 4,722. PART XII, LINE 4B - OTHER ADJUSTMENTS: SALE OF SCHOOL SUPPLIES 4,722. PART XI LINE 4B AND PART XII LINE 4B SALE OF SCHOOL SUPPLIES EXPENSE WAS SEPARATED OUT IN THE 990 AND WAS INCLUDED AGAINST OTHER INCOME ON THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE PRINCIPAL TRUSTEE AND ONE ADDITIONAL TRUSTEE REVIEWS AND SIGNS FORM 990 PRIOR TO FILING. FORM 990 IS AVAILABLE TO ALL TRUSTEES FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE FUND CONSISTENTLY MONITORS AND ENFORCES THE POLICY AT MONTHLY MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: COMPENSATION PROCESS FOR OFFICERS: THE FUND'S ACTIVITIES ARE MANAGED BY THE BOARD OF TRUSTEES. THE TOP MANAGEMENT OFFICIAL IS A TRUSTEE WHO IS NOT COMPENSATED, THEREFORE, THERE IS NO COMPENSATION POLICY. LINE 15B: COMPENSATION PROCESS FOR OFFICERS: THE FUND'S ACTIVITIES ARE MANAGED BY THE BOARD OF TRUSTEES. NONE OF THE TRUSTEES ARE COMPENSATED FOR THE TRUSTEE CAPACITY, THEREFORE, THERE IS NO COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, HOWEVER, SUCH DOCUMENTS ARE AVAILABLE FOR REVIEW BY MEMBERS OF SHEET METAL WORKERS LOCAL 71 UPON REQUEST.