INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION (EIN 94-0859420)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-13
- IRS object ID
- 202203179349301330
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-13T13:30:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222027092 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EXECUTIVE PARKWAY SUITE 400 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940859420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL ASSN OF SMART NO 104 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9253148600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3232 CONSTITUTION DRIVE | AddressLine1Txt |
| City | LIVERMORE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE NESBITT | PersonNm |
| Person Title | FINANCIAL SEC/TREASURER RECOR | PersonTitleTxt |
| Phone | 9253148600 | PhoneNum |
| Signature | 2022-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MIKE | PersonFirstNm |
| Person Last | NESBITT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M THIERMANN | PreparerPersonNm |
| PTIN | P01066616 | PTIN |
| Phone | 9252779100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MIKE NESBITT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3232 CONSTITUTION DRIVE | AddressLine1Txt |
| City | LIVERMORE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,332,561 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.SMW104.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1903 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O DEDICATED TO EXTENDING THE BENEFITS AND SOLIDARITY TO ALL OF THOSE WORKING IN SHEET METAL THROUGHOUT NORTHERN CALIFORNIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 105 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,420 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,767,150 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,725,163 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,072,819 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,857,066 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,526,120 | CYInvestmentIncomeAmt |
| PY Other Revenue | $246,885 | PYOtherRevenueAmt |
| CY Other Revenue | $854,225 | CYOtherRevenueAmt |
| PY Total Revenue | $43,844,534 | PYTotalRevenueAmt |
| CY Total Revenue | $40,220,314 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $962,717 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $412,517 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,785,872 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,503,677 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,608,517 | PYOtherExpensesAmt |
| CY Other Expenses | $15,913,797 | CYOtherExpensesAmt |
| PY Total Expenses | $29,357,106 | PYTotalExpensesAmt |
| CY Total Expenses | $31,829,991 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,487,428 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,390,323 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,919,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,108,879 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,650,692 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,450,195 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,268,361 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $93,658,684 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEDICATED TO EXTENDING THE BENEFITS AND SOLIDARITY TO ALL OF THOSE WORKING IN SHEET METAL THROUGHOUT NORTHERN CALIFORNIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EXTENDED BENEFITS AND SOLIDARITY TO ALL OF THOSE WORKING IN SHEET METAL THROUGHOUT NORTHERN CALIFORNIA. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 65 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 105 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL NESBITT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9253148600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3232 CONSTITUTION DRIVE | AddressLine1Txt |
| City | LIVERMORE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94551 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALICIA MIJARES | |||||||
| EXECUTIVE BOARD / ORGANIZER | 45.00 | Yes (X) | $176,252 | $0 | $105,925 | ||
| ANDREW FERRALES | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $3,507 | $0 | $0 | ||
| BENTON MENDEZ | |||||||
| EXECUTIVE BOARD - PAST | 3.00 | Yes (X) | $7,777 | $0 | $0 | ||
| BRADLEY FRETZ | |||||||
| EXECUTIVE BOARD - PAST | 3.00 | Yes (X) | $4,957 | $0 | $0 | ||
| CASEY VAN DEN HEUVEL | |||||||
| BUSINESS REP/ EXECUTIVE BOARD/ TRUSTEE | 45.00 | Yes (X) | $195,489 | $0 | $108,100 | Yes (X) | |
| DARREL MERO | |||||||
| EXECUTIVE BOARD - PAST | 3.00 | Yes (X) | $6,567 | $0 | $0 | ||
| DAVID O'HAGIN | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $10,430 | $0 | $0 | ||
| ELIZABETH SUTTON | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $7,412 | $0 | $0 | ||
| GREGORY PEDEN | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $7,412 | $0 | $0 | ||
| ISSAC CAMARENA | |||||||
| EXECUTIVE BOARD - PAST | 3.00 | Yes (X) | $5,957 | $0 | $0 | ||
| JASON HUTTON | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $4,937 | $0 | $0 | ||
| JESUS HUERTA | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $4,937 | $0 | $0 | ||
| JOSEPH MARACCINI | |||||||
| FINANCIAL SECRETARY/TREASURER RECORDING/ SECRETARY | 45.00 | Yes (X) | $151,166 | $0 | $86,063 | Yes (X) | |
| JOSEPH PARRA | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $10,430 | $0 | $0 | ||
| KEITH GARCIA | |||||||
| VICE PRESIDENT/ EXCUTIVE BOARD | 3.00 | Yes (X) | $13,907 | $0 | $0 | ||
| KEITH MANSFIELD | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $10,430 | $0 | $0 | ||
| LAWRENCE NARR | |||||||
| EXECUTIVE BOARD - PAST | 3.00 | Yes (X) | $6,906 | $0 | $0 | ||
| MATTHEW VALLIS | |||||||
| EXECUTIVE BOARD/ BUS DEVELOPMENT REP | 45.00 | Yes (X) | $187,109 | $0 | $112,032 | ||
| MIKE NESBITT | |||||||
| FINANCIAL SECRETARY/TREASURER RECORDING/ SECRETARY | 45.00 | Yes (X) | $204,425 | $0 | $109,852 | Yes (X) | |
| RICHARD WERNER | |||||||
| PRESIDENT/ BUSINESS MANAGER | 45.00 | Yes (X) | $265,009 | $0 | $125,358 | Yes (X) | |
| RUBEN VELASQUEZ | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $3,507 | $0 | $0 | ||
| STEVEN ALARCON | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $3,507 | $0 | $0 | ||
| STEVEN BURNETT | |||||||
| EXECUTIVE BOARD | 3.00 | Yes (X) | $10,430 | $0 | $0 | ||
| THOMAS TRAYER JR | |||||||
| EXECUTIVE BOARD/ BUS DEVELOPMENT REP | 45.00 | Yes (X) | $188,456 | $0 | $106,592 | Yes (X) | |
| ANTHONY URBINA | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $183,141 | $0 | $107,131 | Yes (X) | ||
| ARMANDO GUERRERO | |||||||
| BUSINESS REPRESENTATIVE - PAST | 45.00 | $97,376 | $0 | $68,067 | Yes (X) | ||
| BRIAN MASTERS | |||||||
| ASSISTANT BUSINESS MANAGER | 45.00 | $217,716 | $0 | $112,851 | Yes (X) | ||
| BRIAN WERNER | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $192,482 | $0 | $108,650 | Yes (X) | ||
| CELIO MELO | |||||||
| TRUSTEE | 3.00 | $4,937 | $0 | $0 | Yes (X) | ||
| CODY KELSEY | |||||||
| TRUSTEE | 3.00 | $3,286 | $0 | $0 | Yes (X) | ||
| COREY VAN RYS | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $140,712 | $0 | $94,558 | Yes (X) | ||
| DANIEL CAMPBELL | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $185,545 | $0 | $106,938 | Yes (X) | ||
| DAVID LITTLE | |||||||
| TRUSTEE - PAST | 3.00 | $7,412 | $0 | $0 | Yes (X) | ||
| DOMINIC TORREANO | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $179,796 | $0 | $110,679 | Yes (X) | ||
| ERIC HAYNES | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $180,423 | $0 | $110,675 | Yes (X) | ||
| FELETI LATU | |||||||
| TRUSTEE | 3.00 | $82,837 | $0 | $38,208 | Yes (X) | ||
| JEFF SALVOTTI | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $181,211 | $0 | $110,742 | Yes (X) | ||
| JEREMY ANDERSON | |||||||
| TRUSTEE | 3.00 | $7,867 | $0 | $0 | Yes (X) | ||
| JOSEPH SHELFO | |||||||
| BUSINESS REPRESENTATIVE - PAST | 45.00 | $166,828 | $0 | $106,357 | Yes (X) | ||
| KEITH DIAS | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $183,064 | $0 | $111,684 | Yes (X) | ||
| KEITH SYLVA | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $102,247 | $0 | $42,653 | Yes (X) | ||
| KEVIN VAN BUSKIRK | |||||||
| BUSINESS REPRESENTATIVE - PAST | 45.00 | $123,200 | $0 | $79,762 | Yes (X) | ||
| MATTHEW ALTOP | |||||||
| TRUSTEE | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| MATTHEW RICHARD | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $180,679 | $0 | $110,498 | Yes (X) | ||
| MICHAEL LOPEZ | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $146,280 | $0 | $92,433 | Yes (X) | ||
| MICHAEL MARK | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $144,049 | $0 | $94,608 | Yes (X) | ||
| NATHAN JORDAN | |||||||
| TRUSTEE | 3.00 | $10,430 | $0 | $0 | Yes (X) | ||
| PETER WESTON | |||||||
| TRUSTEE | 3.00 | $10,430 | $0 | $0 | Yes (X) | ||
| RANDY YOUNG | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $183,440 | $0 | $106,985 | Yes (X) | ||
| RICHARD KOENIG | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $189,117 | $0 | $104,982 | Yes (X) | ||
| RICHARD NIDAY | |||||||
| ASSISTANT BUSINESS MANAGER | 45.00 | $201,576 | $0 | $75,299 | Yes (X) | ||
| ROBERT KUKS | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $144,730 | $0 | $92,283 | Yes (X) | ||
| ROBERT STOKER | |||||||
| BUSINESS REPRESENTATIVE | 45.00 | $196,955 | $0 | $113,769 | Yes (X) | ||
| SALVATORE ROTOLO | |||||||
| ASSISTANT BUSINESS MANAGER | 45.00 | $210,908 | $0 | $106,127 | Yes (X) | ||
| TODD BERRY | |||||||
| TRUSTEE - PAST | 3.00 | $3,656 | $0 | $0 | Yes (X) | ||
| ZACH RISLEY | |||||||
| WARDEN/CONDUCTOR | 3.00 | $2,505 | $0 | $0 | Yes (X) | ||
| CHRISTINA TELLEZ | |||||||
| CLERICAL | 45.00 | $150,517 | $0 | $25,270 | Yes (X) | ||
| DAVID VICENT | |||||||
| ORGANZIER | 45.00 | $175,590 | $0 | $103,051 | Yes (X) | ||
| GLENN SNYDER | |||||||
| ORGANZIER | 45.00 | $178,339 | $0 | $104,548 | Yes (X) | ||
| JOSH VALLIS | |||||||
| ORGANZIER | 45.00 | $174,120 | $0 | $103,912 | Yes (X) | ||
| VINCENT SURGUE | |||||||
| ORGANZIER | 45.00 | $193,142 | $0 | $105,987 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,227,459 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,402,629 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAZISOFT LLC | |||||
| 58 JANIN PLACE | PLEASANT HILL | CA | 94523 | COMPUTER CONSULTING SERVICE | $2,958,800 |
| ADAMS BROADWELL JOSEPH CARDOZO | |||||
| 601 GATEWAY BLVD | SOUTH SAN FRANCISCO | CA | 94080 | LEGAL SERVICES | $300,477 |
| LINDQUIST LLP | |||||
| 5000 EXECUTIVE PARKWAY SUITE 400 | SAN RAMON | CA | 94583 | ACCOUNTING SERVICES | $245,274 |
| ALTSHULER BERZON NUSSBAUM | |||||
| 177 POST STREET 300 | SAN FRANCISCO | CA | 94108 | LEGAL SERVICES | $215,848 |
| KRAW LAW GROUP | |||||
| 605 ELLIS STREET SUITE 200 | MOUNTAIN VIEW | CA | 94043 | LEGAL SERVICES | $204,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,767,100 | GovernmentGrantsAmt |
| All Other Contributions | $50 | AllOtherContributionsAmt |
| Total Contributions | $1,767,150 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $35,430,806 | $35,430,806 |
| ORGANIZING SUBSIDY | 900099 | $423,078 | $423,078 |
| INITIATION, REINSTATEMENT, AND FI | 900099 | $218,935 | $218,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,072,819 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,338,551 | TotalRevenueColumnAmt |
| Exclusion | $2,338,551 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $200,159 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $200,159 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $200,159 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $299,816 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,112,247 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$812,431 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$812,431 | TotalRevenueColumnAmt |
| Exclusion | -$812,431 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS RECEIPTS | 900099 | $395,573 | $395,573 |
| REIMBURSED EXPENSES | 900099 | $229,643 | $229,643 |
| SALES OF JACKETS/T-SHIRTS/HATS | 900099 | $28,850 | $28,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $654,066 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,220,314 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,927,044 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,526,120 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,676 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,841 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,228,032 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,856,497 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,934,148 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $837,676 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,324 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,039,558 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,424 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,653 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,754 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $948,067 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,281 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,156 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,877 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,177 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,617,809 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,997,227 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,464 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| WAGE EQUALITY REIMBURSE | $2,277,679 |
| REBATES | $547,319 |
| EVENTS | $236,798 |
| OTHER EXPENSES | $142,650 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,904 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,829,991 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,596,964 | BOYAmt |
| EOY | $7,639,243 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,306 | BOYAmt |
| EOY | $184,142 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,000 | BOYAmt |
| EOY | $161,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,864,353 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,658,233 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,340,244 | BOYAmt |
| EOY | $28,206,120 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,069,111 | BOYAmt |
| EOY | $61,327,155 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,428 | BOYAmt |
| EOY | $590,469 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,919,053 | BOYAmt |
| EOY | $98,108,879 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,977 | BOYAmt |
| EOY | $84,246 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,551,715 | BOYAmt |
| EOY | $4,365,949 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,650,692 | BOYAmt |
| EOY | $4,450,195 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,268,361 | BOYAmt |
| EOY | $93,658,684 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,268,361 | BOYAmt |
| EOY | $93,658,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,919,053 | BOYAmt |
| EOY | $98,108,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,390,323 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Contributions Rcvd DlvrContributionsRcvdDlvrAmt |
|---|---|---|---|---|---|
| SMW 104 POLITICAL ACTION COMMITTEE | |||||
| 555 CAPITOL MALL | SACRAMENTO | CA | 958144602 | 943369996 | $727,839 |
| SHEET METAL WORKERS 104 DISTRICT 2 SMALL CONTRIBUTOR COMMITTEE | |||||
| 3232 CONSTITUTION DRIVE | LIVERMORE | CA | 94551 | 900048814 | $33,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE LOCAL SPONSORS TWO POLITICAL ACTION COMMITTEES TO SUPPORT OR OPPOSE STATE AND LOCAL POLITICAL CANDIDATES. THE POLITICAL ACTION COMMITTEES ARE FUNDED BY THE MEMBERS OF THE LOCAL. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,238,632 | OtherCostOrOtherBasisAmt |
| Book Value | $4,238,632 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,709,388 | OtherCostOrOtherBasisAmt |
| Depreciation | $793,742 | DepreciationAmt |
| Book Value | $8,915,646 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,591,246 | OtherCostOrOtherBasisAmt |
| Depreciation | $465,146 | DepreciationAmt |
| Book Value | $6,126,100 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,325,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,399,345 | DepreciationAmt |
| Book Value | $8,925,742 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,206,120 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYEE DEFERRED COMPENSATION | $590,469 |
| WITHDRAWAL LIABILITIES | $3,775,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,365,949 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE LOCAL HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LOCAL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2018. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| ALAMEDA BCTC | ||||||||
| 4200 PARK BLVD 128 | OAKLAND | CA | 94602 | $10,000 | $0 | LABOR UNION DONATION | ||
| ALAMEDA COUNTY CENTRAL LABOR COUNCIL | ||||||||
| 7750 PARDEE LANE SUITE 110 | OAKLAND | CA | 94621 | $26,500 | $0 | LABOR UNION DONATION | ||
| BAY AREA SMACNA | ||||||||
| 7677 OAKPORT ST SUITE 1100 | OAKLAND | CA | 94621 | $6,500 | $0 | LABOR UNION DONATION | ||
| CC LABOR TO LABOR | ||||||||
| 4200 PARK BLVD 128 | OAKLAND | CA | 94602 | $10,000 | $0 | LABOR UNION DONATION | 940402674 | 501C5 |
| CONTRA COSTA COUNTY BCTC | ||||||||
| 2727 ALHAMBRA AVE SUITE 5 | MARTINEZ | CA | 94553 | $8,000 | $0 | LABOR UNION DONATION | 940402664 | 501C5 |
| SMART SCHOLARSHIP FOUNDATION | ||||||||
| 1750 NEW YORK AVE NW | WASHINGTON | DC | 20006 | $7,500 | $0 | CHARITABLE DONATION | 521473935 | 501C3 |
| SMWISF DISASTER FUND | ||||||||
| 1750 NEW YORK AVE NW | WASHINGTON | DC | 20006 | $10,000 | $0 | CHARITABLE DONATION | ||
| THE FALLEN HEROES | ||||||||
| 1555 BOTELHO DR SUITE 133 | WALNUT CREEK | CA | 94596 | $15,000 | $0 | CHARITABLE DONATION | 264835405 | 501C3 |
| THERMA LLC | ||||||||
| 1601 LAS PLUMAS AVENUE | SAN JOSE | CA | 95133 | $11,083 | $0 | CHARITABLE DONATION | ||
| TRADESWOMEN INC | ||||||||
| 337 17TH STREET SUITE 204 | OAKLAND | CA | 94612 | $10,000 | $0 | CHARITABLE DONATION | ||
| WESTERN STATES COUNCIL | ||||||||
| 1809 S STREET STE 101-207 | SACRAMENTO | CA | 95811 | $10,750 | $0 | CHARITABLE DONATION | ||
| WORKING PARTNERSHIPS USA | ||||||||
| 2302 ZANKER ROAD | SAN JOSE | CA | 95131 | $12,500 | $0 | CHARITABLE DONATION | ||
| LIMA FAMILY SANTA CLARA MORTUARY | ||||||||
| 466 N WINCHESTER BLVD | SANTA CLARA | CA | 95050 | $6,072 | $0 | CHARITABLE DONATION | ||
| CALIFORNIA SCHOOL BOARDS ASSOCIATION FRIENDS OF PUBLIC EDUCATION PAC | ||||||||
| 555 CAPITOL MALL SUITE 400 | SACRAMENTO | CA | 94814 | $10,000 | $0 | POLITICAL DONATION | ||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HARDSHIP ASSISTANCE | 25 | $77,841 |
| COVID - 19 SUBSISTENCE | 92 | $23,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1: | THE LOCAL'S EXECUTIVE BOARD REVIEWS THE PURPOSE AND MISSION OF THE POTENTIAL CONTRIBUTION RECIPIENTS PRIOR TO PAYMENT OF CONTRIBUTIONS TO VARIOUS DOMESTIC ORGANIZATIONS, TO SUPPORT THEIR CIVIC AND CHARITABLE PROGRAMS. THE LOCAL ALSO HAS AN ISSUES POLITICAL ACTION COMMITTEE FUND DESIGNATED TO SUPPORT OR OPPOSE ISSUES, MEASURES AND PROPOSITIONS (NOT USED FOR POLITICAL CANDIDATES) AND THE EXECUTIVE BOARD REVIEWS THE RECIPIENTS PRIOR TO THE PAYMENT AND APPROVES THE CONTRIBUTIONS. |
| PART I, LINE 2: | THE LOCAL'S EXECUTIVE BOARD REVIEWS THE PURPOSE OF THE POTENTIAL CONTRIBUTION RECIPIENTS PRIOR TO PAYMENT OF CONTRIBUTIONS TO VARIOUS DOMESTIC INDIVIDUALS, TO SUPPORT THEIR CIVIC AND CHARITABLE PROGRAMS. THE LOCAL ALSO HAS A HARDSHIP FUND DESIGNATED TO ASSIST MEMBERS IN HARDSHIP, THE CONTRIBUTION RECIPIENTS OF WHICH ARE REVIEWED BY THE LOCAL'S HARDSHIP FUND COMMITTEE. THE APPLICANTS PROVIDE DOCUMENTATION FOR THEIR HARDSHIP APPLICATION AND THE LOCAL'S FINANCIAL SECRETARY TREASURER APPROVES THE AWARDS. DURING 2021, THE LOCAL ALSO PROVIDED COVID-19 SUBSISTENCE TO THOSE GOOD STANDING MEMBERS IN NEED. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD WERNER | ||||||||||||||
| PRESIDENT/ BUSINESS MANAGER | $262,678 | $0 | $0 | $0 | $2,331 | $0 | $94,134 | $0 | $31,224 | $0 | $390,367 | $0 | $0 | $0 |
| BRIAN MASTERS | ||||||||||||||
| ASSISTANT BUSINESS MANAGER | $215,306 | $0 | $0 | $0 | $2,410 | $0 | $85,137 | $0 | $27,714 | $0 | $330,567 | $0 | $0 | $0 |
| SALVATORE ROTOLO | ||||||||||||||
| ASSISTANT BUSINESS MANAGER | $200,804 | $0 | $0 | $0 | $10,104 | $0 | $78,335 | $0 | $27,792 | $0 | $317,035 | $0 | $0 | $0 |
| MIKE NESBITT | ||||||||||||||
| FINANCIAL SECRETARY/TREASURER RECORD | $201,448 | $0 | $0 | $0 | $2,977 | $0 | $82,138 | $0 | $27,714 | $0 | $314,277 | $0 | $0 | $0 |
| ROBERT STOKER | ||||||||||||||
| BUSINESS REPRESENTATIVE | $194,832 | $0 | $0 | $0 | $2,123 | $0 | $82,545 | $0 | $31,224 | $0 | $310,724 | $0 | $0 | $0 |
| CASEY VAN DEN HEUVEL | ||||||||||||||
| BUSINESS REP/ EXECUTIVE BOARD/ TRUST | $191,380 | $0 | $0 | $0 | $4,109 | $0 | $80,948 | $0 | $27,152 | $0 | $303,589 | $0 | $0 | $0 |
| BRIAN WERNER | ||||||||||||||
| BUSINESS REPRESENTATIVE | $190,817 | $0 | $0 | $0 | $1,665 | $0 | $80,936 | $0 | $27,714 | $0 | $301,132 | $0 | $0 | $0 |
| MATTHEW VALLIS | ||||||||||||||
| EXECUTIVE BOARD/ BUS DEVELOPMENT REP | $184,729 | $0 | $0 | $0 | $2,380 | $0 | $80,808 | $0 | $31,224 | $0 | $299,141 | $0 | $0 | $0 |
| VINCENT SURGUE | ||||||||||||||
| ORGANZIER | $191,987 | $0 | $0 | $0 | $1,155 | $0 | $80,613 | $0 | $25,374 | $0 | $299,129 | $0 | $0 | $0 |
| THOMAS TRAYER JR | ||||||||||||||
| EXECUTIVE BOARD/ BUS DEVELOPMENT REP | $186,962 | $0 | $0 | $0 | $1,494 | $0 | $80,048 | $0 | $26,544 | $0 | $295,048 | $0 | $0 | $0 |
| KEITH DIAS | ||||||||||||||
| BUSINESS REPRESENTATIVE | $177,878 | $0 | $0 | $0 | $5,186 | $0 | $80,065 | $0 | $31,619 | $0 | $294,748 | $0 | $0 | $0 |
| RICHARD KOENIG | ||||||||||||||
| BUSINESS REPRESENTATIVE | $183,728 | $0 | $0 | $0 | $5,389 | $0 | $79,608 | $0 | $25,374 | $0 | $294,099 | $0 | $0 | $0 |
| DANIEL CAMPBELL | ||||||||||||||
| BUSINESS REPRESENTATIVE | $181,568 | $0 | $0 | $0 | $3,977 | $0 | $79,404 | $0 | $27,534 | $0 | $292,483 | $0 | $0 | $0 |
| JEFF SALVOTTI | ||||||||||||||
| BUSINESS REPRESENTATIVE | $177,878 | $0 | $0 | $0 | $3,333 | $0 | $79,518 | $0 | $31,224 | $0 | $291,953 | $0 | $0 | $0 |
| MATTHEW RICHARD | ||||||||||||||
| BUSINESS REPRESENTATIVE | $177,878 | $0 | $0 | $0 | $2,801 | $0 | $79,196 | $0 | $31,302 | $0 | $291,177 | $0 | $0 | $0 |
| ERIC HAYNES | ||||||||||||||
| BUSINESS REPRESENTATIVE | $177,878 | $0 | $0 | $0 | $2,545 | $0 | $79,451 | $0 | $31,224 | $0 | $291,098 | $0 | $0 | $0 |
| DOMINIC TORREANO | ||||||||||||||
| BUSINESS REPRESENTATIVE | $177,878 | $0 | $0 | $0 | $1,918 | $0 | $79,455 | $0 | $31,224 | $0 | $290,475 | $0 | $0 | $0 |
| RANDY YOUNG | ||||||||||||||
| BUSINESS REPRESENTATIVE | $181,388 | $0 | $0 | $0 | $2,052 | $0 | $79,271 | $0 | $27,714 | $0 | $290,425 | $0 | $0 | $0 |
| ANTHONY URBINA | ||||||||||||||
| BUSINESS REPRESENTATIVE | $181,388 | $0 | $0 | $0 | $1,753 | $0 | $79,417 | $0 | $27,714 | $0 | $290,272 | $0 | $0 | $0 |
| GLENN SNYDER | ||||||||||||||
| ORGANZIER | $177,878 | $0 | $0 | $0 | $461 | $0 | $79,174 | $0 | $25,374 | $0 | $282,887 | $0 | $0 | $0 |
| ALICIA MIJARES | ||||||||||||||
| EXECUTIVE BOARD / ORGANIZER | $173,970 | $0 | $0 | $0 | $2,282 | $0 | $78,076 | $0 | $27,849 | $0 | $282,177 | $0 | $0 | $0 |
| DAVID VICENT | ||||||||||||||
| ORGANZIER | $173,178 | $0 | $0 | $0 | $2,412 | $0 | $77,677 | $0 | $25,374 | $0 | $278,641 | $0 | $0 | $0 |
| JOSH VALLIS | ||||||||||||||
| ORGANZIER | $171,852 | $0 | $0 | $0 | $2,268 | $0 | $78,538 | $0 | $25,374 | $0 | $278,032 | $0 | $0 | $0 |
| RICHARD NIDAY | ||||||||||||||
| ASSISTANT BUSINESS MANAGER | $200,304 | $0 | $0 | $0 | $1,272 | $0 | $51,488 | $0 | $23,811 | $0 | $276,875 | $0 | $0 | $0 |
| JOSEPH SHELFO | ||||||||||||||
| BUSINESS REPRESENTATIVE - PAST | $165,265 | $0 | $0 | $0 | $1,563 | $0 | $79,929 | $0 | $26,428 | $0 | $273,185 | $0 | $0 | $0 |
| MICHAEL LOPEZ | ||||||||||||||
| BUSINESS REPRESENTATIVE | $141,806 | $0 | $0 | $0 | $4,474 | $0 | $66,981 | $0 | $25,452 | $0 | $238,713 | $0 | $0 | $0 |
| MICHAEL MARK | ||||||||||||||
| BUSINESS REPRESENTATIVE | $139,466 | $0 | $0 | $0 | $4,583 | $0 | $66,816 | $0 | $27,792 | $0 | $238,657 | $0 | $0 | $0 |
| JOSEPH MARACCINI | ||||||||||||||
| FINANCIAL SECRETARY/TREASURER RECORD | $147,557 | $0 | $0 | $0 | $3,609 | $0 | $65,422 | $0 | $20,641 | $0 | $237,229 | $0 | $0 | $0 |
| ROBERT KUKS | ||||||||||||||
| BUSINESS REPRESENTATIVE | $141,806 | $0 | $0 | $0 | $2,924 | $0 | $66,831 | $0 | $25,452 | $0 | $237,013 | $0 | $0 | $0 |
| COREY VAN RYS | ||||||||||||||
| BUSINESS REPRESENTATIVE | $139,466 | $0 | $0 | $0 | $1,246 | $0 | $66,766 | $0 | $27,792 | $0 | $235,270 | $0 | $0 | $0 |
| KEVIN VAN BUSKIRK | ||||||||||||||
| BUSINESS REPRESENTATIVE - PAST | $121,078 | $0 | $0 | $0 | $2,122 | $0 | $59,149 | $0 | $20,613 | $0 | $202,962 | $0 | $0 | $0 |
| CHRISTINA TELLEZ | ||||||||||||||
| CLERICAL | $150,517 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,270 | $0 | $175,787 | $0 | $0 | $0 |
| ARMANDO GUERRERO | ||||||||||||||
| BUSINESS REPRESENTATIVE - PAST | $96,702 | $0 | $0 | $0 | $674 | $0 | $49,733 | $0 | $18,334 | $0 | $165,443 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| NICOLE ROTOLO | |||
| FAMILY MEMBER OF AN OFFICER | $69,130 | COMPENSATION | 0 |
| JOSHUA VALLIS | |||
| FAMILY MEMBER OF AN OFFICER | $171,852 | COMPENSATION | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BRIAN WERNER FAMILY RELATIONSHIP RICK WERNER FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | ACTIVE AND RETIRED SHEET METAL WORKER MEMBERS HAVE THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. WITHDRAWAL CARD MEMBERS ARE THOSE MEMBERS NOT WORKING IN THE INDUSTRY AND ARE NOT ELIGIBLE TO VOTE. MILITARY MEMBERS ARE THOSE ACTIVELY REPORTING FOR MILITARY ASSIGNMENT AND ARE NOT ELIGIBLE TO VOTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS AN EXECUTIVE BOARD. ACTIVE AND RETIRED SHEET METAL WORKER MEMBERS ELECT MEMBERS OF THE EXECUTIVE BOARD. IN ORDER TO BE ELIGIBLE TO VOTE, THE MEMBER MUST BE IN GOOD STANDING WITH THE LOCAL AND MUST BE AN ACTIVE OR RETIRED SHEET METAL WORKER. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL ITEMS APPROVED BY THE EXECUTIVE BOARD MUST ALSO BE APPROVED BY THE MEMBERSHIP DURING THE MONTHLY MEMBERSHIP MEETINGS. ACTIVE AND RETIRED SHEET METAL WORKER MEMBERS MUST BE IN GOOD STANDING WITH THE LOCAL IN ORDER TO APPROVE SUCH ITEMS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE BOARD MEMBERS REVIEW THE FORM 990 PRIOR TO FILING THE FORM, WHICH IS MADE AVAILABLE DURING THE MONTHLY MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT-OF-INTEREST POLICY APPLIES TO ALL OFFICERS AND BOARD MEMBERS OF THE UNION AS WELL TO ALL EMPLOYEES WHO EXERCISE AUTHORITY OVER THE AFFAIRS OF THE UNION. AT LEAST ANNUALLY, OFFICERS AND BOARD MEMBERS MUST DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD A CONFLICT OF INTEREST EXIST, SUCH MATTER IS REVIEWED AND DELIBERATED BY THE GOVERNING BOARD (WITHOUT THE INPUT OR PARTICIPATION OF THE CONFLICTED INDIVIDUAL). |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE BOARD AND MEMBERSHIP REVIEWS AND APPROVES COMPENSATION FOR ALL FULL TIME OFFICERS BASED ON AN APPROVED % OF THE INDUSTRY WAGE AND FRINGE SCHEDULES. THE WAGE AND FRINGE SCHEDULES EFFECTIVE JUNE 29, 2020 THROUGH JUNE 27, 2021, WERE APPROVED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE ORGANIZATION'S MEMBERS. |
| FORM 990, PART XII, LINE 1: | THE ORGANIZATION USES MODIFIED CASH BASIS METHOD OF ACCOUNTING TO PREPARE THE FORM 990. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN EXECUTIVE BOARD THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SMW 104 PROPERTY HOLDINGS LLC | |||||||||
| 605 ELLIS STREET SUITE 200 | MOUNTAIN VIEW | CA | 94043 | 842890657 | TO ACQUIRE AND OWN PROPERTIES OF LOCAL. | CA | $140,334 | $6,968,434 | SMART LOCAL 104 |
| SMW 104 PROPERTY HOLDINGS - MANTECA I LLC | |||||||||
| 3232 CONSTITUTION DRIVE | LIVERMORE | CA | 94551 | 384136507 | TO ACQUIRE AND OWN PROPERTIES OF LOCAL. | CA | $9,800 | $531,644 | SMART LOCAL 104 |
| SMW 104 PROPERTY HOLDINGS - MANTECA II LLC | |||||||||
| 3232 CONSTITUTION DRIVE | LIVERMORE | CA | 94551 | 853210598 | TO ACQUIRE AND OWN PROPERTIES OF LOCAL. | CA | $0 | $823,391 | SMART LOCAL 104 |
| SMW 104 PROPERTY HOLDINGS - SACRAMENTO LLC | |||||||||
| 3232 CONSTITUTION DRIVE | LIVERMORE | CA | 94551 | 320619328 | TO ACQUIRE AND OWN PROPERTIES OF LOCAL. | CA | $25,261 | $2,009,922 | SMART LOCAL 104 |
| SMW 104 PROPERTY HOLDINGS - VENTURA LLC | |||||||||
| 3232 CONSTITUTION DRIVE | LIVERMORE | CA | 94551 | 384137347 | TO ACQUIRE AND OWN PROPERTIES OF LOCAL. | CA | $24,764 | $914,750 | SMART LOCAL 104 |
| SMW 104 PROPERTY HOLDINGS - SF LLC | |||||||||
| 3232 CONSTITUTION DRIVE | LIVERMORE | CA | 94551 | 320618191 | TO ACQUIRE AND OWN PROPERTIES OF LOCAL. | CA | $0 | $2,008,780 | SMART LOCAL 104 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SMW 104 POLITICAL ACTION COMMITTEE | ||||||||||
| 555 CAPITOL MALL | SACRAMENTO | CA | 958144602 | 943369996 | TO SUPPORT OR OPPOSE STATE AND LOCAL CANDIDATES. | CA | 527 | N/A | SMART LOCAL 104 | 0 |
| SMW 104 DISTRICT 2 SMALL CONTRIBUTOR COMMITTEE | ||||||||||
| 3232 CONSTITUTION DRIVE | LIVERMORE | CA | 94551 | 900048814 | TO SUPPORT OR OPPOSE STATE AND LOCAL CANDIDATES. | CA | 527 | N/A | SMART LOCAL 104 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |