2015-10-28T14:58:12-05:00 2014-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2014-01-01 520914827 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING INDUSTRY INTE 7037397200 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 JAMES P PAGE ADMINISTRATOR 7037397200 2015-10-28 1 JOANN WOODSON CPA P01293745 2023319880 2014 2016-02-25 16:41:14Z 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 22917269 0 X WWW.SHEETMETAL-ITI.ORG X 1971 VA TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 8 8 22 0 0 0 0 0 10920289 11068904 1086851 1465971 58690 647192 12065830 13182067 0 0 0 0 3850888 3372301 0 0 0 5421752 5835777 9272640 9208078 2793190 3973989 20727093 24174332 1119775 1161178 19607318 23013154 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 5745613 11716096 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 5745613 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 1 0 0 0 1 74 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X CAROL SKOPP 7037397000 8403 ARLINGTON BLVD SUITE 310 FAIRFAX VA 22031 BOONE JAMES M CO-CHAIR 1.00 X 0 0 0 NIGRO JOSEPH J CO-CHAIR 1.00 X 0 0 0 SELLERS JOSEPH CO-CHAIR 1.00 X 0 0 0 LANDAU MARK TRUSTEE 1.00 X 0 0 0 MERTZ RICHARD C TRUSTEE 1.00 X 0 0 0 NOVAK RANDY TRUSTEE 1.00 X 0 0 0 POWELL JOSEPH TRUSTEE 1.00 X 0 0 0 WERNER RICHARD TRUSTEE 1.00 X 0 0 0 ILTEN JOHN TRUSTEE 1.00 X 0 0 0 SHOULDERS JAMES R PRIOR ADMINISTRATOR 40.00 X 208368 0 70341 PAGE JAMES P ADMINISTRATOR 40.00 X 37657 163571 76201 HARRIS MICHAEL T PROGRAM ADMINISTRATOR 40.00 X 185270 0 67020 MIHALIK TIM TECH. DEVELOPMENT COORDINA 40.00 X 168049 0 59456 GEORGE DONOVAN FIELD COORDINATOR 40.00 X 168153 0 61040 RONALD MCGUIRE FIELD COORDINATOR 40.00 X 170152 0 60424 DARRELL GARRISON FIELD COORDINATOR 40.00 X 163275 0 58758 1100924 163571 453240 13 0 1 0 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING 909359 SMW NATIONAL PENSION FUND 8403 ARLINGTON BLVD SUITE 300 FAIRFAX VA 22031 ADMINISTRATION 567504 DATA RESEARCH GROUP PO BOX 1597 CULPEPER VA 22701 CURRICULUM DEVELOPMENT 524791 AEROTEK INC 3689 COLLECTION CTR DR CHICAGO IL 60693 CONSULTING - SOFTWARE 348378 IMAGINE COMMUNICATIONS 11500 SO EASTERN AVE SUITE 250 HENDERSON NV 89052 CONSULTING - MARKETING 226137 8 EMPLOYER CONTRIBUTIONS 900099 10987930 10987930 FEDERAL GRANTS FOR TRAINING 900099 80974 80974 11068904 260389 260389 10940784 9735202 1205582 1205582 1205582 INSURANCE PROCEEDS 900099 600000 600000 RECEIPTS FROM AFFILIATED ORGANIZA 900099 24594 24594 RETIREE DRUG SUBSIDIES & ERRP REF 900099 13508 13508 9090 9090 647192 13182067 11716096 0 1465971 X 331447 196268 135179 1436791 905971 530820 501664 353706 147958 954413 429233 525180 147986 111746 36240 52991 52991 42133 42133 103687 103687 1573569 1107368 466201 265351 265351 826707 174811 651896 159638 34201 125437 94145 21432 72713 1281406 1225740 55666 6200 6200 102754 1579 101175 87074 87074 PRINTING OF PROGRAM MAT 886252 886252 TRAINING SUPPLIES 200109 200109 CPWR GRANT 80974 80974 TRUSTEES' EXPENSES 58348 58348 14439 10023 4416 9208078 5745613 3462465 0 1043111 5584275 8875 18432 2181132 2078284 64237 432093 132780 64232 6245892 4309131 2414406 1936761 14856254 14005421 26298 54834 20727093 24174332 584338 511880 535437 649298 1119775 1161178 X 19607318 23013154 19607318 23013154 20727093 24174332 3973989 -568153 0 X X 0 1 X 1 0 X 11756448 11301269 10993304 10920289 11068904 56040214 11756448 11301269 10993304 10920289 11068904 56040214 0 0 0 56040214 320080 246095 246476 231232 260389 1304272 320080 246095 246476 231232 260389 1304272 283869 311083 332726 58690 647192 1633560 12360397 11858447 11572506 11210211 11976485 58978046 0.95020 0.95460 0.02210 0.02370 X 1196000 1196000 2117958 1598868 519090 1984812 1947411 37401 947122 762852 184270 1936761 DEFERRED RENT 324513 DUE TO AFFILIATED ORGANIZATIONS 324785 649298 X 11976485 0 11976485 1205582 1205582 13182067 9208078 0 9208078 0 9208078 PART X, LINE 2: ITI ADOPTED THE AUTHORITATIVE GUIDANCE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES WHICH PROVIDES CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ITI PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE PERIOD ENDED DECEMBER 31, 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF INVESTMENTS 1,205,582. 1 X 0 0 0 0 0 0 0 0 0 SHOULDERS JAMES R PRIOR ADMINISTRATOR 173613 0 0 0 34755 0 46644 0 23697 0 278709 0 0 0 PAGE JAMES P ADMINISTRATOR 33759 138426 0 0 3898 25145 9159 36998 5921 24123 52737 224692 0 0 HARRIS MICHAEL T PROGRAM ADMINISTRATOR 155098 0 0 0 30172 0 42941 0 24079 0 252290 0 0 0 MIHALIK TIM TECH. DEVELOPMENT COORDINA 122837 0 0 0 45212 0 36489 0 22967 0 227505 0 0 0 GEORGE DONOVAN FIELD COORDINATOR 118498 0 0 0 49655 0 38112 0 22928 0 229193 0 0 0 RONALD MCGUIRE FIELD COORDINATOR 118235 0 0 0 51917 0 35569 0 24855 0 230576 0 0 0 DARRELL GARRISON FIELD COORDINATOR 118235 0 0 0 45040 0 35569 0 23189 0 222033 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND HAS COMMITTEES, WHICH MAY ACT ON BEHALF OF THE BOARD FROM TIME-TO-TIME. THOSE ACTIONS ARE REQUIRED TO BE RECORDED IN MINUTES, OR OTHER WRITING. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE FORM 990 IS PROVIDED ELECTRONICALLY TO EACH MEMBER OF THE BOARD OF TRUSTEES. THE TRUSTEES ARE ENCOURAGED TO CAREFULLY REVIEW THE DRAFT AND TO RESPOND WITH ANY QUESTIONS OR COMMENTS. THE FORM 990 IS FINALIZED ONLY AFTER THE TRUSTEES' QUESTIONS AND COMMENTS, IF ANY, HAVE BEEN ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C LEGAL COUNSEL REVIEWS THE POLICY WITH THE TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES MEETS ANNUALLY IN EXECUTIVE SESSION TO REVIEW AND APPROVE THE COMPENSATION OF THE EXECUTIVE ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 SUCH DOCUMENTS ARE AVAILABLE FOR EXAMINATION AT THE ORGANIZATION'S OFFICES, OR COPIES WILL BE PROVIDED ELECTRONICALLY UPON REQUEST. HARD COPIES OF THE DOCUMENTS WILL BE PROVIDED FOR A NOMINAL FEE TO COVER COPYING COSTS. FORM 990, PART IX, LINE 11G CONSULTING FEES AND OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,107,368. MANAGEMENT AND GENERAL EXPENSES 466,201. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,573,569. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ITI CENTER LLC 8403 ARLINGTON BLVD FAIRFAX VA 22031 HOLDS TITLE TO A BUILDING USED BY THE ORGANIZATION. VA INTERNATIONAL TRAINING INSTITUTE OF THE SHEET METAL AND AIR CONDITIONING IN INT'L TRAIN INSTITUTE FOR THE SHEET METAL & AC IND STAFF RET FD 8403 ARLINGTON BLVD FAIRFAX VA 22031 541964506 PROVIDES HEALTH BENEFITS FOR RETIRED EMPLOYEES VA 501(C)(9) INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC IND 0 NATIONAL ENERGY MANAGEMENT INSTITUTE INC 8403 ARLINGTON BLVD FAIRFAX VA 22031 521256545 IDENTIFY EMERGING AND EMPLOYMENT OPPORTUNITIES VA 501(C)(3) LINE 9 0 SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST 8403 ARLINGTON BLVD FAIRFAX VA 22031 526405006 RESEARCH, STUDY AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH VA 501(C)(3) LINE 9 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE 8403 ARLINGTON BLVD FAIRFAX VA 22031 521311294 TRADE ASSOCIATION VA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE Q 178570 CASH PAID