2014-11-08T11:03:49-06:00 2013-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-01-01 520914827 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING INDUSTRY INTE 7037397200 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 JAMES SHOULDERS ADMINISTRATOR 7037397200 2014-11-08 1 JOANN WOODSON CPA P01293745 2023319880 2013 2015-11-30 17:44:51Z 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 22159470 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 25 0 0 0 0 0 10993304 10920289 582999 1086851 347382 58690 11923685 12065830 0 0 0 0 4529659 3850888 0 0 0 7160173 5421752 11689832 9272640 233853 2793190 16403170 20727093 982279 1119775 15420891 19607318 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 5718611 10978979 DEVELOPING AND PROVIDING EDUCATIONAL SERVICES INCLUDING THE SPONSORING OF TRAINING PROGRAMS, COURSES AND CONTESTS, AND PROVIDING NECESSARY EQUIPMENT, CURRICULUM AND MANPOWER TO TRAIN JOURNEYMEN AND APPRENTICES 550 INTERNATIONAL APPRENTICE CONTEST 5719161 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 1 0 0 0 0 0 1 1 0 0 0 1 68 0 1 25 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 ZAHNER ROBERT 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 WILSON KEITH E TRUSTEE 1.00 X 0 0 0 SHOULDERS JAMES R EXECUTIVE ADMINISTRATOR 40.00 X 194551 0 72344 KROCKA RANDALL A SMOHIT ADMINISTRATOR 40.00 X 183092 0 67947 HARRIS MICHAEL T PROGRAM ADMINISTRATOR 40.00 X 176668 0 72463 MIHALIK TIM TECH. DEVELOPMENT COORDINATOR 40.00 X 173334 0 51718 GEORGE DONOVAN FIELD COORDINATOR 40.00 X 147527 0 62536 RONALD MCGUIRE FIELD COORDINATOR 40.00 X 147261 0 62266 DARRELL GARRISON FIELD COORDINATOR 40.00 X 147261 0 61327 1169694 0 450601 7 0 1 0 DATA RESEARCH GROUP PO BOX 1597 CULPEPER VA 22701 CURRICULUM DEVELOPMENT 492019 AEROTEK INC 3689 COLLECTION CENTER DRIVE CHICAGO IL 60693 CONSULTING 406911 SMW NATIONAL PENSION FUND 8403 ARLINGTON BLVD SUITE 300 FAIRFAX VA 22031 ADMINISTRATION 384528 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING 250467 IMAGINE COMMUNICATIONS 2013 NETWORK PLACE CHICAGO IL 60673 MEETINGS 240443 8 EMPLOYER CONTRIBUTIONS 900099 10878254 10878254 FEDERAL GRANTS FOR TRAINING 900099 42035 42035 10920289 231232 231232 10949259 10093640 855619 855619 855619 RECEIPTS FROM AFFILIATED ORGANIZA 900099 34010 34010 OTHER REVENUE 900099 13299 13299 RETIREE DRUG SUBSIDIES & ERRP REF 900099 8872 8872 2509 2509 58690 12065830 10978979 0 1086851 X 517934 306507 211427 1639678 1114376 525302 523790 391744 132046 998449 346564 651885 171037 119719 51318 103629 103629 50754 50754 87877 87877 1398270 1004429 393841 264847 264847 739575 239761 499814 61717 9555 52162 127141 46073 81068 1406385 1267809 138576 2775 2775 191919 45439 146480 85506 85506 PRINTING OF PROGRAM MAT 757372 757372 TRUSTEES' EXPENSES 63167 63167 CPWR GRANT 42035 42035 PRIZES & AWARDS OF JATC 21842 21842 16941 3161 13780 9272640 5719161 3553479 0 1532946 1043111 25088 8875 1888882 2181132 116360 64237 105189 132780 6620784 4206378 2659451 2414406 10051739 14856254 23515 26298 16403170 20727093 681459 584338 300820 535437 982279 1119775 X 15420891 19607318 15420891 19607318 16403170 20727093 2793190 1393237 0 X X 0 1 X 1 0 X 11741005 11756448 11301269 10993304 10920289 56712315 11741005 11756448 11301269 10993304 10920289 56712315 0 0 0 56712315 366382 320080 246095 246476 231232 1410265 366382 320080 246095 246476 231232 1410265 302296 283869 311083 332726 58690 1288664 12409683 12360397 11858447 11572506 11210211 59411244 0.95460 0.95110 0.02370 0.02640 X 1600000 1600000 2117958 1552353 565605 1955704 1898308 57396 947122 755717 191405 2414406 DEFERRED RENT 325563 DUE TO AFFILIATED ORGANIZATIONS 209874 535437 X 13459067 1393237 1393237 12065830 0 12065830 9272640 0 9272640 0 9272640 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, 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. X 1 1 X 0 0 0 0 0 0 0 0 0 SHOULDERS JAMES R EXECUTIVE ADMINISTRATOR 170000 0 0 0 24551 0 46104 0 26240 0 266895 0 0 0 KROCKA RANDALL A SMOHIT ADMINISTRATOR 152139 0 0 0 30953 0 42441 0 25506 0 251039 0 0 0 HARRIS MICHAEL T PROGRAM ADMINISTRATOR 151139 0 0 0 25529 0 42237 0 30226 0 249131 0 0 0 MIHALIK TIM TECH. DEVELOPMENT COORDINATOR 141168 0 0 0 32166 0 40192 0 11526 0 225052 0 0 0 GEORGE DONOVAN FIELD COORDINATOR 115273 0 0 0 32254 0 37234 0 25302 0 210063 0 0 0 RONALD MCGUIRE FIELD COORDINATOR 115273 0 0 0 31988 0 34884 0 27382 0 209527 0 0 0 DARRELL GARRISON FIELD COORDINATOR 115273 0 0 0 31988 0 34884 0 26443 0 208588 0 0 0 PART I, LINE 1A CERTAIN HOUSING COSTS WERE REIMBURSED TO FACILITATE EMPLOYEE RELOCATIONS. SUCH RELOCATIONS ARE INFREQUENT AND REIMBURSEMENTS ARE HANDLED ON A CASE-BY-CASE BASIS; CONSEQUENTLY, THERE IS NO WRITTEN POLICY REGARDING THESE PAYMENTS. JODONNA MEDLEN EMPLOYEE OF THE ORGANIZATION 35027 SISTER-IN-LAW OF ADMINISTRATOR, EMPLOYED AS BOOKKEEPER 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 1,004,429. MANAGEMENT AND GENERAL EXPENSES 393,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,398,270. 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 1600000 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 189358 CASH PAID