2017-05-11T17:42:52-05:00 2016-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2016-01-01 271494284 INTERNATIONAL MASONRY TRAINING AND EDUCATION FOUNDATION INTE 3012912105 17101 SCIENCE DRIVE BOWIE MD 20715 CARYN A HALIFAX PRESIDENT 4102801305 2017-05-11 1 JOANN WOODSON CPA P01293745 2023319880 38.100.43.98 2017-05-11 18:41:53 ED P DD2F5A6855584BEFBC68452237D9336111CE352F 3B9CE5223D124B7FF5649E204527236C262C7001 2016 2021-01-29 14:40:06Z CARYN A HALIFAX 17101 SCIENCE DRIVE BOWIE MD 20715 21281846 0 X NA X 2009 DC TO SUPPORT TRAINING AND EDUCATION PROGRAMS FOR THE MASONRY INDUSTRY 9 9 165 0 0 0 0 0 19460631 21262646 575421 0 4026 19200 20040078 21281846 0 0 0 0 9585661 10731163 0 0 0 8047636 8100896 17633297 18832059 2406781 2449787 42859390 47783343 16785018 16233482 26074372 31549861 TO SUPPORT TRAINING AND EDUCATION PROGRAMS FOR THE MASONRY INDUSTRY 0 0 18832059 21281846 OPERATE TRAINING CENTER FOR THE SUPPORT OF THE EDUCATION AND TRAINING PROGRAMS FOR TROWEL TRADES APPRENTICES, JOURNEYMEN, OR OTHER APPROPRIATE PERSONS IN THE MASONRY INDUSTRY 18832059 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 49 0 1 165 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X JENNIFER PENOSO 2027833788 620 F STREET NW WASHINGTON DC 20004 JAMES BOLAND CO-CHAIR 1.00 X 0 0 0 MICHAEL SCHMERBECK CO-CHAIR 1.00 X 0 0 0 HENRY F KRAMER DIRECTOR 1.00 X 0 0 0 TIM DRISCOLL DIRECTOR 1.00 X 0 0 0 GREGORY HESS DIRECTOR 1.00 X 0 0 0 ROBERT HOOVER DIRECTOR 1.00 X 0 0 0 CHARLES RASO DIRECTOR 1.00 X 0 0 0 GERARD SCARANO DIRECTOR 1.00 X 0 0 0 JOHN TRENDELL DIRECTOR 1.00 X 0 0 0 JOAN CALAMBOKIDIS PRESIDENT 1.00 40.00 X 0 348618 148848 ROBERT ARNOLD DIRECTOR, A&T 40.00 X 218319 0 104105 TERRY HAYS DEP DIRECTOR, A&T 40.00 X 132357 0 72472 ROBERT MION JR REGIONAL TRAINING DIRECTOR 40.00 X 122893 0 68977 MICHAEL KASSMAN SAFETY DIRECTOR 40.00 X 114619 0 65918 KEVIN BOBO DIRECTOR, PROGRAM OPERATIONS 40.00 X 120041 0 67979 708229 348618 528299 13 0 1 0 ARAMARK SERVICES INC 1101 MARKET STREET PHILADELPHIA PA 19107 FACILITIES MANAGEMENT 1518893 UNIONTRACK INC 3 RESEARCH PLACE ROCKVILLE MD 20850 SOFTWARE CONSULTANT 122200 2 EMPLOYER CONTRIBUTIONS 900099 21262646 21262646 21262646 OTHER INCOME 900099 16560 16560 HOUSING INCOME 900099 2640 2640 19200 21281846 21281846 0 0 7944516 7944516 1094701 1094701 1289991 1289991 401955 401955 526 526 7559 7559 452765 452765 2081567 2081567 582057 582057 272459 272459 539989 539989 954392 954392 222145 222145 CONTRACT SERVICES 2093746 2093746 INSTRUCTIONAL MATERIALS 473648 473648 HAND AND SHOP TOOLS 405493 405493 PRINTING AND PRODUCTION 108318 108318 -93768 -93768 18832059 18832059 0 0 12953596 18764120 3844980 3787557 123473 62406 16545 62913 157376 138368 33669097 8964129 25453594 24704968 309826 263011 42859390 47783343 1685018 1897829 15100000 14335653 16785018 16233482 X 26074372 31549861 26074372 31549861 42859390 47783343 X 2449787 3025702 X X 0 1 X 1 0 X 1912000 1912000 28833543 6590312 22243231 910581 703770 206811 1849545 1516295 333250 163428 153752 9676 24704968 X 39241366 17959520 17959520 21281846 0 21281846 34815201 15983142 15983142 18832059 0 18832059 PART X, LINE 2: IMTEF FOLLOWS AUTHORITATIVE GUIDANCE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THIS PROVIDES CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF 'MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IMTEF PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2016, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION WHERE A RETURN IS FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: IMI REVENUE 17,959,520. PART XII, LINE 2D - OTHER ADJUSTMENTS: IMI EXPENSES 15,983,142. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE TRAINING CENTER CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE. PURSUANT TO SECTION 4.03(1)(B) OF REVENUE PROCEDURE 75-50, 1975-2 CB 587, THE FOUNDATION WILL SATISFY THE PUBLICITY REQUIREMENT BY INCLUDING A STATEMENT OF THE NONDISCRIMINATORY POLICY IN ALL WRITTEN MATERIALS RELATING TO THE TRAINING CENTER, INCLUDING ON ITS WEBSITE. 0 0 0 0 0 0 0 0 0 JOAN CALAMBOKIDIS PRESIDENT 0 334953 0 0 0 13665 114433 0 34415 0 148848 348618 0 0 ROBERT ARNOLD DIRECTOR, A&T 214504 0 0 0 3815 0 81745 0 22360 0 322424 0 0 0 TERRY HAYS DEP DIRECTOR, A&T 131497 0 0 0 860 0 50112 0 22360 0 204829 0 0 0 ROBERT MION JR REGIONAL TRAINING DIRECTOR 122327 0 0 0 566 0 46617 0 22360 0 191870 0 0 0 MICHAEL KASSMAN SAFETY DIRECTOR 114300 0 0 0 319 0 43558 0 22360 0 180537 0 0 0 KEVIN BOBO DIRECTOR, PROGRAM OPERATIONS 119708 0 0 0 333 0 45619 0 22360 0 188020 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES ACTING ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE ORGANIZATION'S FINANCIAL, LEGAL AND OPERATIONS PROFESSIONALS. THE DRAFT IS PRESENTED TO AND REVIEWED BY THE ORGANIZATION'S OFFICER THEN THE FORM IS FINALIZED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST IS GOVERNED IN LARGE PART BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT 29 U.S.C 1106 AND THE REGULATIONS OF THE INTERNAL REVENUE SERVICE AND THE DEPARTMENT OF LABOR WHICH ARE PROMULGATED ACCORDING TO THAT LAW. ERISA AND ITS REGULATIONS PROMULGATED THERE UNDER ADDRESS THE ISSUES OF POTENTIAL CONFLICT OF INTEREST. THESE ISSUES ARE SPECIFICALLY ADDRESSED IN SECTION 406 OF ERISA WHICH PROHIBITS TWO TYPES OF TRANSACTIONS BY THE TRUST: (A) TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST; AND (B) TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY. SECTION 408 OF ERISA PROVIDES FOR THE EXEMPTIONS TO SECTION 406. THE TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST WHICH ARE PROHIBITED, ABSENT AN EXEMPTION, INCLUDE: (1) THE SALE, EXCHANGE OR LEASING OF PROPERTY BETWEEN A TRUST AND A PARTY IN INTEREST; (2) THE LENDING OF MONEY OR OTHER EXTENSION OF CREDIT BETWEEN A TRUST AND A PARTY IN INTEREST; (3) THE FURNISHING OF GOODS, SERVICES OR FACILITIES BETWEEN A TRUST AND A PARTY IN INTEREST; (4) THE TRANSFER TO, OR USE BY OR FOR THE BENEFIT OF, A PARTY IN INTEREST, OF ANY ASSETS OF A TRUST; AND (5) THE ACQUISITION ON BEHALF OF A TRUST OF ANY EMPLOYER SECURITY OR EMPLOYER REAL PROPERTY UNLESS THE REQUIREMENTS OF SECTION 407(A) OF ERISA ARE MET. THE TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY WHICH ARE PROHIBITED INCLUDE, ABSENT AN EXEMPTION, INCLUDE: (1) THE HANDLING OF THE ASSETS OF THE PLAN IN THE FIDUCIARY'S OWN INTEREST OR FOR THE FIDUCIARY'S OWN ACCOUNT; (2) IN THE FIDUCIARY'S OR IN ANY OTHER CAPACITY, ACTING IN ANY TRANSACTION INVOLVING THE PLAN ON BEHALF OF A PARTY (OR REPRESENT A PARTY) WHOSE INTERESTS ARE ADVERSE TO THE INTERESTS OF THE PLAN OR THE INTERESTS OF ITS PARTICIPANTS OR BENEFICIARIES; OR (3) THE RECEIVING OF ANY CONSIDERATION FOR THE FIDUCIARY'S PERSONAL ACCOUNT FROM ANY PARTY DEALING WITH SUCH PLAN IN CONNECTION WITH A TRANSACTION INVOLVING THE ASSETS OF THE PLAN. THE TRUST IS REQUIRED TO FILE AN AUDITED FINANCIAL STATEMENT YEARLY. AS PART OF THE AUDIT, THE AUDITORS ARE REQUIRED TO EXAMINE FOR POTENTIAL PROHIBITED TRANSACTIONS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST IN ACCORDANCE WITH LAW. FORM 990, PART XI, LINE 9: TRANSFER FROM IMI 3,025,702. FORM 990, PART XII, LINE 2C: THIS PROCESS AHS NOT CHANGED FROM THE PRIOR YEAR. NEW YORK MASONRY TRAINING CENTER LLC 12-07 44TH AVENUE LONG ISLAND CITY NY 11101 061532270 FACILITIES RENTAL NY 1753811 MARYLAND MASONRY TRAINING CENTER LLC 17101 SCIENCE DRIVE BOWIE MD 20715 202258978 FACILITIES RENTAL MD 27429939 INTERNATIONAL MASONRY FOUNDATION 620 F STREET NW WASHINGTON DC 20004 521826985 ESTABLISH LIBRARY DEDICATED TO THE MASONRY FIELD DC 501(C)(3) 509(A)(1) 0 INTERNATIONAL MASONRY INSTITUTE 17101 SCIENCE DRIVE BOWIE MD 20715 520907999 LABOR MANAGEMENT TRUST FUND MD 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0