2025-11-11T14:00:02-06:00 2025-06-30 823948764 BATES CPA PLLC 610 E ZACK ST STE 504 TAMPA FL 33602 990 2024-07-01 237363298 SHEET METAL WORKERS' LOCAL 15 APPRENTICE & TRAINING COMMITTEE & TRUST FUND SHEE 8136280021 5619 N 50TH ST TAMPA FL 33610 BRIAN MCCORD CHAIRMAN 8136280021 2025-11-10 1 1 BRENNAN BATES CPA P01652164 8138030025 2025-11-10 2024 2025-03-06 01:10:19Z BRIAN MCCORD 5619 N 50TH ST TAMPA FL 33610 326390 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 255590 293021 27773 29157 3390 4212 0 0 286753 326390 0 0 0 0 166704 158070 0 0 0 138332 134967 305036 293037 -18283 33353 634670 662983 26736 21696 607934 641287 TO PROVIDE UP-TO-DATE TRAINING AND INSTRUCTION FOR APPRENTICES IN THE SHEET METAL INDUSTRY. 0 0 258500 326390 TRAINING AND EDUCATION OF APPRENTICES. INSTRUCTORS TEACH SKILLS REQUIRED FOR APPRENTICES TO SUCCEED IN THE SHEET METAL WORKING INDUSTRY. 258500 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 1 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 BRIAN MCCORD 8136280021 5619 N 50TH ST TAMPA FL 33610 BRIAN MCCORD CHAIRMAN 1.00 40.00 X X 0 74102 42744 DAN DEMASO MANAGEMENT TRUSTEE 1.00 X 0 0 0 DANIEL SINCLAIR SECRETARY 1.00 X X 0 0 0 HECTOR RIVERA LABOR TRUSTEE 1.00 40.00 X 0 68365 42204 MICHAEL HESS MANAGEMENT TRUSTEE 1.00 X 0 0 0 PATRICK O'LEARY FORMER CHAIRMAN 1.00 40.00 X 0 77007 43283 0 219474 128231 0 1 0 0 0 293021 293021 AFFIL EXEMPT ORG RENT 531120 29157 29157 29157 4212 4212 326390 0 0 33369 117813 103522 14291 15454 15454 14528 14528 10275 9175 1100 12060 3015 9045 250 250 7758 7068 690 4084 3897 187 30153 25434 4719 624 593 31 17662 17538 124 1474 1444 30 2544 2544 26341 25136 1205 21357 18242 3115 CLASSROOM SUPPLIES & IN 10660 10660 293037 258500 34537 0 104327 129406 116646 136440 1152067 754930 413697 397137 634670 662983 264 301 26472 21395 26736 21696 X 607934 641287 607934 641287 634670 662983 33353 0 X X 0 1 X 1 0 X 214383 270947 238542 255590 293021 1272483 214383 270947 238542 255590 293021 1272483 1272483 27264 26773 31573 31163 33369 150142 1422625 0.89450 0.88990 X 116166 116166 903748 641679 262069 132153 113251 18902 397137 X 326390 0 326390 0 326390 293037 0 293037 0 293037 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, 2025 AND 2024, 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 2022 THROUGH 2024 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 0 0 0 0 0 0 0 0 0 PATRICK O'LEARY FORMER CHAIRMAN 0 77007 0 0 0 0 0 28691 0 14592 0 120290 0 0 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