2025-03-27T10:48:25-05:00 2024-12-31 611442118 ROJAS & ASSOCIATES CPAS 1300 S STREET SACRAMENTO CA 958117114 990 2024-01-01 941622509 CALIFORNIA SHEET METAL&AIR CONDITIONING CONTRACTORS NATIONAL ASSOCIATION CALI 9163637460 1400 K STREET 212 SACRAMENTO CA 95814 PHILLIP PHILLIPS PRESIDENT 9163637460 2025-03-27 1 0 ROBERT L ROJAS P01410934 9163624040 2024 2025-03-06 01:10:19Z PHILLIP PHILLIPS C/O 1400 K STREET SUITE 212 SACRAMENTO CA 95814 1609948 0 X WWW.CAL-SMACNA.ORG X 1965 CA PROVIDE LEGISLATIVE AND REGULATORY ADVOCACY AND PROGRAM SERVICES WITH THE GOAL OF PROVIDING A UNIFIED VOICE FOR OUR INDUSTRY FOR THE COMBINED BENEFIT OF MEMBER COMPANIES, EMPLOYEES AND COMMUNITIES. 19 19 3 0 0 0 0 0 1434135 1532389 85899 53987 13528 23572 1533562 1609948 0 0 0 0 265323 308238 0 0 0 1192021 1310042 1457344 1618280 76218 -8332 2983726 3079735 280264 249612 2703462 2830123 PROVIDE LEGISLATIVE AND REGULATORY ADVOCACY AND PROGRAM SERVICES WITH THE GOAL OF PROVIDING A UNIFIED VOICE FOR OUR INDUSTRY FOR THE COMBINED BENEFIT OF MEMBER COMPANIES, EMPLOYEES AND COMMUNITIES. 0 0 PROVIDED INDUSTRY-RELATED PROGRAM, GOVERNMENT RELATIONS AND REGULATORY ADVOCACY TO 7 CHAPTERS, 300 CONTRACTOR MEMBERS AND 13 ASSOCIATE MEMBERS. 2024 ANNUAL CONVENTION TO EDUCATE 181 MEMBERS ON CURRENT INDUSTRY ISSUES AND CONCERNS. CONDUCTED A STRATEGIC RECRUITMENT PROJECT TO DEVELOP A CHOOSE BIGGER CAMPAIGN FOCUSING ON APPRENTICESHIP, COLLEGE RECRUITMENT AND INDUSTRY PROMOTION WITHIN THE STATE. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 1 1 0 1 1 0 1 0 0 1 1 1 1 1 1 0 0 CA X CHRISTOPHER WALKER 9163637460 1400 K STREET SUITE 212 SACRAMENTO CA 95814 DUANE DAVIES DIRECTOR 1.00 X 0 0 0 HECTOR VARGAS DIRECTOR 1.00 X 0 0 0 MITCH HOPPE DIRECTOR 1.00 X 0 0 0 PETER FORTIN DIRECTOR 1.00 X 0 0 0 MIKE HILGERT PRESIDENT ELECT 1.00 X X 0 0 0 MARK AUSTGEN DIRECTOR 1.00 X 0 0 0 DAVID LAWSON DIRECTOR 1.00 X 0 0 0 KEN MCNEAL DIRECTOR 1.00 X 0 0 0 GREG ROTHE DIRECTOR 1.00 X 0 0 0 MIKE J PENCE DIRECTOR 1.00 X 0 0 0 GARY MYERS NATIONAL SMACNA BOARD LIAISON 1.00 X 0 0 0 PHILLIP PHILLIPS PRESIDENT 1.00 X X 0 0 0 BRIAN PYLE TREASURER 1.00 X X 0 0 0 RICK REINHOLZ IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 BRAD YOUNG DIRECTOR 1.00 X 0 0 0 CURTIS SNELL DIRECTOR 1.00 X 0 0 0 GINA MEDEL SECRETARY 1.00 X X 0 0 0 KEVIN MICHEL DIRECTOR 1.00 X 0 0 0 STEVE BONESO DIRECTOR 1.00 X 0 0 0 CHRISTOPHER WALKER DEEMED OFFICER EXECUTIVE VICE PRESIDENT 40.00 X 397395 0 0 397395 0 0 1 0 1 0 WALKER STRATEGIES CHRISTOPHER WALKE 2548 6TH AVENUE SACRAMENTO CA 95818 EXECUTIVE VICE PRESIDENT 397395 1 MEMBER DUES AND ASSESS 900099 1020567 1020567 CONVENTION 900099 448990 448990 PROGRAM FEES 900099 62832 62832 1532389 53987 53987 23572 23572 1609948 1532389 0 77559 X 237438 32679 19539 18582 15216 14932 23586 453809 18581 22398 63918 24852 465215 3098 12807 FEDERAL PROXY TAX ON LO 1605 GOVERNMENT RELATIONS 90855 EXECUTIVE COMMITTEE 43609 MEMBER SERVICES & PROGR 31725 23836 1618280 2 434614 434627 261887 223320 150269 102680 32376 23926 11486 8450 2125468 2310658 2983726 3079735 10115 34207 268595 213800 1554 1605 280264 249612 X 2703462 2830123 2703462 2830123 2983726 3079735 -8332 134932 61 0 X 1 X 0 1 0 0 0 0 1020567 7642 7642 0 7642 32376 23926 8450 8450 US TREASURY BILLS AND FEDERAL GOVERNMENT SPONSORED ENTERPRISE NOTE 1262606 F PUBLICLY-TRADED MUTUAL FUNDS 1048052 F 2310658 FEDERAL PROXY TAX 1605 1605 X 1744880 134932 134932 1609948 0 1609948 1618280 0 1618280 0 1618280 PART X, LINE 2: THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT HAS EVALUATED THEIR TAX POSITIONS AND RELATED INCOME TAX AND DOES NOT BELIEVE ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. 1 X 0 0 0 CHRISTOPHER WALKER DEEMED OFFICER EXECUTIVE VICE PRESIDENT 397395 0 0 0 0 0 0 0 0 0 397395 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HIRES A COMPANY TO PERFORM MANAGEMENT DUTIES OF THE EXECUTIVE VICE PRESIDENT. THE INDIVIDUAL EMPLOYED BY THIS COMPANY WHO NOW PERFORMS THESE SERVICES HAS BEEN IDENTIFIED AS A DEEMED OFFICER FOR FORM 990, PART VII REPORTING PURPOSES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 10B THE ORGANIZATION HAS LOCAL CHAPTERS THAT ARE MEMBERS THAT ARE SEPARATE LEGAL ENTITIES SUBJECT TO THEIR OWN GOVERNING BODY MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY AN OUTSIDE CERTIFIED PUBLIC ACCOUNTANT EXPERIENCED IN THE PREPARATION OF IRS FORM 990 AND TAX COMPLIANCE MATTERS. THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER REVIEWS THE IRS FORM 990 TO DETERMINE THAT IT IS ACCURATE AND COMPLETE BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE EXECUTIVE COMMITTEE IS INFORMED THAT A COPY OF THE FILED IRS FORM 990 IS AVAILABLE FOR INSPECTION. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITEE OF THE BOARD OF DIRECTORS KEEPS A WATCHFUL EYE ON ALL ACTIVITIES OF EMPLOYEES AND CONTRACTORS TO ASSURE THE ORGANIZATION'S CONFLICT OF POLICY IS BEING COMPLIED WITH. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE VICE PRESIDENT POSITION WAS DETERMINED BY THE EXECUTIVE COMMITTEE PURSUANT TO A REVIEW OF THE NECESSARY SCOPE OF DUTIES AND RESPONSIBILITIES, THE QUALIFICATIONS AND EXPERIENCE OF THE INDEPENDENT CONTRACTOR, AND CONSUMMATED IN A NEGOTIATED AND FIXED-TERM CONTRACT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS IRS FORM 1024 AND IRS FORM 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, BUT IT DOES MAKE ITS IRS FORM 1024 AND IRS FORM 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OMBUDSMAN 23,281. CONSULTANT GOVERNMENT AFFAIRS 152,836. CONSULTANT ADMINISTRATION 244,742. BOARD OF DIRECTORS 32,950. SHEET METAL ADR CORPORATION OF CALIFORNIA 1400 K STREET SUITE 212 SACRAMENTO CA 95814 320139660 OMBUDSMAN DISPUTE RESOLUTION OF WORKERS COMPENSATION INSURANCE CLAIMS CA 501(C)(6) 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 SHEET METAL ADR CORPORATION OF CALIFORNIA B BUDGET SHEET METAL ADR CORPORATION OF CALIFORNIA L NO CHARGE SHEET METAL ADR CORPORATION OF CALIFORNIA N NO CHARGE SHEET METAL ADR CORPORATION OF CALIFORNIA O NO CHARGE