2026-03-02T18:18:23-06:00 2025-06-30 454205322 HW LLP 16133 VENTURA BLVD STE 700 ENCINO CA 914362406 990 2024-07-01 951953485 Sheet Metal and Air Conditioning Contractors NA of Southern CA SHEE 5629446345 12070 Telegraph Road Suite 350 Santa Fe Springs CA 90670 Tom Nolan Treasurer 5629446345 2026-02-23 1 0 Louis Hamel P00392169 8189213980 2026-03-02 2024 2025-03-06 01:10:19Z Tom Nolan 12070 TELEGRAPH ROAD SANTA FE SPRINGS CA 90670 6098910 0 X WWW.SMACNA-SOCAL.ORG X 1953 CA TO PROVIDE ADMINISTRATION SERVICES AND PROMOTE GOOD BUSINESS PRACTICES INTHE SHEET METAL AND AIR CONDITIONING INDUSTRY. 18 18 3 0 16284 0 35145 36999 1838399 2014693 534879 844964 41493 184716 2449916 3081372 0 0 0 0 1023061 667350 0 0 0 1368164 1395665 2391225 2063015 58691 1018357 12426473 13105549 0 0 12426473 13105549 TO PROVIDE ADMINISTRATION SERVICES AND PROMOTE GOOD BUSINESS PRACTICES IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 1553777 2051692 THE ORGANIZATION PROVIDES ADMINISTRATIVE SERVICES FOR INDUSTRY FUNDS AND ASSOCIATION OF CONTRACTORS. THIS ADMINISTRATION INCLUDES THE CONDUCTING OF MEETINGS, NEGOTIATING WITH UNIONS AND PERFORMING VARIOUS EXEMPT STATUS ACTIVITIES. 1553777 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 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 0 1 0 0 3 1 1 1 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X Kristine Hammond 5629446345 12070 TELEGRAPH RD350 SANTA FE SPRINGS CA 90670 X MOHAMMAD ALKHUDER DIRECTOR 2.00 X 0 0 0 DAVID BARBERIO DIRECTOR 2.00 X 0 0 0 BRYCE BARLER DIRECTOR 2.00 X 0 0 0 KAREN FOX DIRECTOR 2.00 X 0 0 0 DON GALLAGHER DIRECTOR 2.00 X 0 0 0 BRYAN GRAHAM DIRECTOR 2.00 X 0 0 0 MIKE HILGERT DIRECTOR 2.00 X 0 0 0 CARMEN KOO DIRECTOR 2.00 X 0 0 0 NORM LUSSIER DIRECTOR 2.00 X 0 0 0 KEVIN MICHEL DIRECTOR 2.00 X 0 0 0 PATRICK REED DIRECTOR 2.00 X 0 0 0 RICHARD RIVERA DIRECTOR 2.00 X 0 0 0 BRAD YOUNG DIRECTOR 2.00 X 0 0 0 HECTOR VARGAS IMM. PAST PRESIDENT 2.00 X 0 0 0 GINA MEDEL PRESIDENT 2.00 X 0 0 0 MICHAEL DEAN VICE PRESIDENT 2.00 X 0 0 0 TOM NOLAN TREASURER 2.00 X 0 0 0 CHAD HERRICK SECRETARY 2.00 X 0 0 0 MARK TERZIGNI EXECUTIVE DIRECTOR 40.00 X 501126 0 0 501126 0 0 2 0 1 0 0 36999 36999 Program service revenue 561000 2014693 2014693 2014693 707306 707306 3155196 3017538 137658 137658 137658 Icapital Millennium Fund UBTI 900099 103116 21269 81847 Bain Capital 900099 41198 -2606 43804 WP Corealpha VI LP 900099 36221 -2379 38600 4181 4181 184716 3081372 2152351 16284 875738 X 637490 509992 127498 29860 23888 5972 119936 59968 59968 351959 351959 85168 85168 Industry Advancement 349973 349973 Investment Management F 128709 128709 Icapital Millennium Fun 76244 76244 PROFESSIONAL FEES 59942 59942 223734 172829 50905 2063015 1553777 509238 0 20320 435046 1157559 719896 11244816 11946829 3778 3778 12426473 13105549 0 0 X 12426473 13105549 12426473 13105549 12426473 13105549 X 1018357 -108768 -230513 X X 0 1 X 1 0 0 1 0 0 2758803 0 2758803 322569 322569 3081372 1970959 0 1970959 92056 92056 2063015 Part XI, Line 4b - Other Adjustments: K-1 Passthrough Income Part XII, Line 4b - Other Adjustments: K-1 Passthrough Expenses 0 0 0 MARK TERZIGNI EXECUTIVE DIRECTOR 501126 0 0 0 0 0 0 0 0 0 501126 0 0 0 Form 990, Part VI, Section B, line 11b ORGANIZATION'S PROCESS TO REVIEW FORM 990: EXECUTIVE DIRECTOR AND TREASURER REVIEW THE 990 Form 990, Part VI, Section B, line 12c THE EXECUTIVE DIRECTOR AND PRESIDENT BOTH VERIFY PROPER DISCLOSURE AND ENFORCEMENT OF THIS POLICY. Form 990, Part VI, Section B, line 15a EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, line 19 ALL RELEVANT DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, line 24e Deferred Compensation: Program service expenses 33,571. Management and general expenses 8,393. Fundraising expenses 0. Total expenses 41,964. Continuity Program: Program service expenses 26,225. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,225. DUES STATE & NATIONAL: Program service expenses 25,900. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,900. SMACNA SoCal Scholarships: Program service expenses 20,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,000. Industry Reporter: Program service expenses 13,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,200. Telephone & Fax: Program service expenses 0. Management and general expenses 11,941. Fundraising expenses 0. Total expenses 11,941. Cal Poly SLO HVAC&R Donation: Program service expenses 10,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,000. HMSE: Program service expenses 10,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,000. Cal SMAC PAC: Program service expenses 9,850. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,850. Bain Capital: Program service expenses 0. Management and general expenses 8,381. Fundraising expenses 0. Total expenses 8,381. Velocis Fund III LP: Program service expenses 0. Management and general expenses 7,017. Fundraising expenses 0. Total expenses 7,017. Miscellaneous: Program service expenses 0. Management and general expenses 5,285. Fundraising expenses 0. Total expenses 5,285. Wounded Warrior: Program service expenses 5,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,000. SMAC PAC Administrative Fund: Program service expenses 5,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,000. Industry Promotion: Program service expenses 0. Management and general expenses 4,620. Fundraising expenses 0. Total expenses 4,620. Automobile: Program service expenses 0. Management and general expenses 4,318. Fundraising expenses 0. Total expenses 4,318. Cypress College: Program service expenses 4,120. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,120. Bank Charges: Program service expenses 1,845. Management and general expenses 461. Fundraising expenses 0. Total expenses 2,306. Local 105 Golf: Program service expenses 2,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,300. Dues-Other: Program service expenses 1,745. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,745. SeminarS: Program service expenses 1,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,500. Staff Expenses: Program service expenses 1,352. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,352. Education Reimbursement: Program service expenses 1,095. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,095. WP Corealpha VI LP: Program service expenses 0. Management and general expenses 398. Fundraising expenses 0. Total expenses 398. Other Taxes: Program service expenses 75. Management and general expenses 75. Fundraising expenses 0. Total expenses 150. Filing Fees: Program service expenses 51. Management and general expenses 0. Fundraising expenses 0. Total expenses 51. Insolve Global Credit Feeder IV: Program service expenses 0. Management and general expenses 11. Fundraising expenses 0. Total expenses 11. Insolve Global Credit Feeder Fund V, LP: Program service expenses 0. Management and general expenses 5. Fundraising expenses 0. Total expenses 5. Form 990, Part XI, line 9: Taxable Income from K-1's -230,513. Form 990. Part XII, line 2c A prior-year investment withdrawal was not recorded; therefore, a prior period adjustment is required to correct the beginning net asset balance.