2026-02-27T14:11:36-06:00 2025-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-07-01 840567116 COLORADO SHEET METAL INDUSTRY FUND COLO 3038324224 1114 WEST 7TH AVE 250 DENVER CO 80204 NATHAN COOPER EXECUTIVE DIRECTOR 3038324224 2026-02-27 1 0 CHRISTOPHER FRANZ P01456588 3123680500 2026-02-27 2024 2025-03-06 01:10:19Z DOUG BECKER 1114 WEST 7TH AVE 250 DENVER CO 80204 896157 0 X N/A X INDUSTRY FUND 1971 CO TO PROMOTE THE SHEET METAL TRADE INDUSTRY 8 8 0 0 0 0 0 0 871050 890576 1386 1028 2255 4553 874691 896157 0 0 0 0 0 0 0 0 0 897670 905347 897670 905347 -22979 -9190 101558 93103 0 735 101558 92368 TO IMPROVE TECHNICAL AND BUSINESS SKILLS OF THE MEMBERS, IMPROVE EMPLOYER AND UNION RELATIONS, PROMOTE VARIOUS PROGRAMS WHICH EXPAND THE MARKET FOR SERVICES OF THE SHEET METAL INDUSTRY AND TO ASSIST IN THE NEGOTIATIONS AND ADMINISTRATION OF COLLECTIVE BARGAINING. 0 0 PROMOTION OF SHEET METAL INDUSTRY 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 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NATHAN COOPER 3038324224 1114 W 7TH AVE 250 DENVER CO 80204 GARY VENABLE TRUSTEE 1.00 1.00 X 0 0 0 DAN GRADY TRUSTEE - NEW / CHAIRMAN - PAST 1.00 1.00 X X 0 0 0 DOUG BECKER CHAIRMAN - NEW / TRUSTEE - PAST 1.00 1.00 X X 0 0 0 KEN STRICKLER TRUSTEE 1.00 1.00 X 0 0 0 ERNIE TRICARICO TRUSTEE 1.00 1.00 X 0 0 0 SCOTT KRUM TRUSTEE 1.00 1.00 X 0 0 0 ROY JENSEN TRUSTEE 1.00 1.00 X 0 0 0 RYAN WAAGE TRUSTEE 1.00 1.00 X 0 0 0 NATHAN COOPER EXECUTIVE DIRECTOR 1.00 40.00 X 0 183300 38907 0 183300 38907 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 841315 841315 DRUG TESTING INCOME 900099 49261 49261 890576 1028 1028 MISCELLANEOUS INCOME 900099 4553 4553 4553 896157 890576 0 5581 X 453 6257 584000 13450 245285 250 DRUG TESTING FEES 51402 SAFETY EQUIPMENT 4250 905347 23249 101103 69854 455 0 101558 93103 0 735 0 735 X 101558 92368 101558 92368 101558 93103 -9190 0 X X 1 X 0 1 0 0 DUE TO AFFILIATED ORGANIZATION 735 735 X PART X, LINE 2: THE FUND IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 NATHAN COOPER EXECUTIVE DIRECTOR 0 145300 0 38000 0 0 0 38907 0 0 0 222207 0 0 SHEET METAL AND AIR CONDITIONING CONTRACTORS COLORADO CHAPTER COMMON TRUSTEES AND OFFICERS 589000 THE COLORADO SHEET METAL INDUSTRY FUND (THE FUND) SHARES COMMON ADMINISTRATIVE STAFF AND FACILITIES WITH SHEET METAL AND AIR CONDITIONING CONTRACTORS COLORADO CHAPTER (THE ASSOCIATION). THE FUND PROVIDES PROGRAM AND ADMINISTRATIVE SERVICES TO THE ASSOCIATION BASED ON BUDGETED AMOUNTS APPROVED BY THE ASSOCIATION AND THE FUND. DURING THE YEAR ENDED JUNE 30, 2025, THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES ALSO SERVED AS DIRECTORS ON THE BOARD OF DIRECTORS OF THE ASSOCIATION: GARY VENABLE, ROY JENSEN, ERNIE TRICARICO, DAN GRADY, DOUG BECKER, KEN STRICKLER, RYAN WAAGE AND SCOTT KRUM. ADDITIONALLY, NATHAN COOPER SERVED AS AN OFFICER TO BOTH ORGANIZATIONS. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES AND EMPLOYEES ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES WHICH COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH FORMS ARE REVIEWED BY THE APPROPRIATE OFFICERS AND ADDRESSED ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS WHICH ARE REQUIRED TO BE DISCLOSED ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEE 584,000. FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD COLORADO SHEET METAL INDUSTRY FUND MAINTAINS THEIR BOOKS AND RECORDS USING THE MODIFIED CASH BASIS OF ACCOUNTING. THE MODIFIED CASH BASIS OF ACCOUNTING IS CONSIDERED AN OTHER COMPREHENSIVE BASIS OF ACCOUNTING. SHEET METAL CONTRACTORS NATIONAL ASSOCIATION COLORADO CHAPTER 1114 WEST 7TH AVENUE 250 DENVER CO 80204 840473302 TO PROMOTE THE SHEET METAL TRADE AND INDUSTRY CO 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0