INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION (EIN 94-0859420)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-26
- IRS object ID
- 201341169349300524
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-04-26T11:24:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522385296 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDQUIST LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EXECUTIVE PKWY 400 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940859420 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEET METAL WORKERS INTERNATIONAL ASSN | BusinessNameLine1 |
| Business Name Line2 | LOCAL UNION NO 104 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEE | NameControl |
| Phone | 9253148600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2610 CROW CANYON ROAD NO 300 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945831547 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH A MARACCINI | Name |
| Title | FIN SECRETARY/TREASURER | Title |
| Phone | 9253148600 | Phone |
| Date Signed | 2013-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M THIERMANN | Name |
| PTIN | P01066616 | PTIN |
| Phone | 9252779100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSEPH A MARACCINI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2610 CROW CANYON ROAD SUITE 300 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33801071 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SMW104.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1903 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O DEDICATED TO EXTENDING THE BENEFITS AND SOLIDARITY TO ALL OF THOSE WORKING IN SHEET METAL THROUGHOUT NORTHERN CALIFORNIA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 95 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9992255 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14576262 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1829118 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2527927 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 314832 | OtherRevenuePriorYear |
| Other Revenue Current Year | 441550 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12136205 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17545739 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 193680 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 187920 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6656831 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8717954 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9948472 | OtherExpensePriorYear |
| Other Expenses Current Year | 11468890 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16798983 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20374764 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4662778 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2829025 | RevenuesLessExpensesCY |
| Total Assets BOY | 35490805 | TotalAssetsBOY |
| Total Assets EOY | 38094817 | TotalAssetsEOY |
| Total Liabilities BOY | 450960 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 476767 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35039845 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 37618050 | NetAssetsOrFundBalancesEOY |
| Mission Description | DEDICATED TO EXTENDING THE BENEFITS AND SOLIDARITY TO ALL OF THOSE WORKING IN SHEET METAL THROUGHOUT NORTHERN CALIFORNIA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | EXTENDED BENEFITS AND SOLIDARITY TO ALL OF THOSE WORKING IN SHEET METAL THROUGHOUT NORTHERN CALIFORNIA. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 95 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH A MARACCINI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9253148600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2610 CROW CANYON RD | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (55 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BRUCE WORD | |||||||
| PRESIDENT/ BUS. MANAGER | 50.00 | X | X | 185431 | 0 | 115805 | |
| DOMINIC FONTANA | |||||||
| EXECUTIVE BOARD - PAST | 2.00 | X | 2638 | 0 | 0 | ||
| DOMINIC TORREANO | |||||||
| EXECUTIVE BOARD/BUS. DVLP. REP. | 50.00 | X | 126939 | 0 | 92100 | ||
| ERIN KISSANE | |||||||
| EXECUTIVE BOARD | 2.00 | X | 7315 | 0 | 11 | ||
| FRANK MARSEGLIA | |||||||
| VICE PRESIDENT - PAST | 2.00 | X | 4294 | 0 | 28 | ||
| JAMES RESSEGER | |||||||
| EXECUTIVE BOARD - PAST | 2.00 | X | 4127 | 0 | 0 | ||
| JOHN PEREZ | |||||||
| EXECUTIVE BOARD | 2.00 | X | 7175 | 0 | 0 | ||
| JOSEPH A MARACCINI | |||||||
| FIN. SECRETARY/TREASURER | 50.00 | X | X | 152745 | 0 | 103388 | |
| KEITH SYLVA | |||||||
| EXECUTIVE BOARD/TRUSTEE-PAST | 2.00 | X | 7175 | 0 | 0 | ||
| MARK HAMMOND | |||||||
| EXECUTIVE BOARD | 2.00 | X | 7175 | 0 | 0 | ||
| MICHAEL SLISKOVIC | |||||||
| EXEC BOARD /WARDEN/CONDUCTOR-PAST | 2.00 | X | 5644 | 0 | 0 | ||
| MIKE NESBITT | |||||||
| EXECUTIVE BOARD | 2.00 | X | 7581 | 0 | 0 | ||
| RICHARD FURTADO | |||||||
| EXECUTIVE BOARD | 2.00 | X | 7239 | 0 | 12 | ||
| RITA MAGNER | |||||||
| VICE PRESIDENT/TRUSTEE - PAST | 50.00 | X | 9067 | 0 | 140 | ||
| BRYAN AZEVEDO | |||||||
| EXECUTIVE BOARD | 2.00 | X | 3540 | 0 | 0 | ||
| ISSAC CAMARENA | |||||||
| EXECUTIVE BOARD | 2.00 | X | 3623 | 0 | 0 | ||
| DONNA HOPES | |||||||
| EXECUTIVE BOARD - PAST | 2.00 | X | 2489 | 0 | 0 | ||
| MICHAEL MARK | |||||||
| EXECUTIVE BOARD | 2.00 | X | 2446 | 0 | 0 | ||
| TIMOTHY SLAPE | |||||||
| EXECUTIVE BOARD | 2.00 | X | 3623 | 0 | 0 | ||
| ERIC MELENDEZ | |||||||
| EXECUTIVE BOARD | 2.00 | X | 3623 | 0 | 0 | ||
| LINDA POWERS | |||||||
| EXECUTIVE BOARD | 2.00 | X | 3783 | 0 | 36 | ||
| ANTHONY URBINA | |||||||
| BUSINESS REP/EXECUTIVE BOARD -PAST | 50.00 | X | 63543 | 0 | 39675 | ||
| BRETT RISLEY | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 119576 | 0 | 107009 | ||
| BRIAN MASTERS | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 135353 | 0 | 90629 | ||
| CARL SANCHEZ | |||||||
| BUSINESS REPRESENTATIVE | 50.00 | X | 136264 | 0 | 90449 | ||
| DAVID DIAS | |||||||
| BUSINESS REPRESENTATIVE | 50.00 | X | 141067 | 0 | 85116 | ||
| JEFF SALVOTTI | |||||||
| BUSINESS REPRESENTATIVE | 50.00 | X | 129299 | 0 | 98819 | ||
| KEITH GARCIA | |||||||
| TRUSTEE | 2.00 | X | 7581 | 0 | 0 | ||
| KEVIN VAN BUSKIRK | |||||||
| BUSINESS REPRESENTATIVE | 50.00 | X | 127111 | 0 | 99989 | ||
| MARK VAN DEN HEUVEL | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 126726 | 0 | 103499 | ||
| PAUL G ARSENAULT | |||||||
| BUSINESS REPRESENTATIVE | 50.00 | X | 144930 | 0 | 84779 | ||
| RICHARD KOENIG JR | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 127652 | 0 | 98819 | ||
| RICHARD WERNER | |||||||
| ASST BUS MGR/BUSINESS REP - PAST | 50.00 | X | 139113 | 0 | 109848 | ||
| ROBERT STOKER | |||||||
| BUSINESS REPRESENTATIVE | 50.00 | X | 119219 | 0 | 107009 | ||
| TIMOTHY O'CONNELL | |||||||
| BUSINESS REPRESENTAIVE - PAST | 50.00 | X | 65354 | 0 | 69066 | ||
| VICTOR E TORREANO | |||||||
| BUSINESS REPRESENTATIVE | 50.00 | X | 122187 | 0 | 103499 | ||
| WILBERT SOLIS | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 128217 | 0 | 97649 | ||
| DENNIS CANEVARI | |||||||
| ASST BUS MGR | 50.00 | X | 85150 | 0 | 46608 | ||
| FRANK FLORES | |||||||
| BUSINESS REPRESENTATIVE-PAST | 50.00 | X | 26357 | 0 | 18951 | ||
| ARMANDO GUERRERO | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 73477 | 0 | 42670 | ||
| ANTHONY LEDOUX | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 70297 | 0 | 45892 | ||
| MICHAEL LOPEZ | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 47486 | 0 | 30191 | ||
| THOMAS RANGEL | |||||||
| BUSINESS REP./EXEC BOARD - PAST | 50.00 | X | 67810 | 0 | 49114 | ||
| SALVATORE ROTOLO | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 68860 | 0 | 49114 | ||
| RANDY YOUNG | |||||||
| BUSINESS REPRESENTAIVE | 50.00 | X | 69620 | 0 | 45892 | ||
| JOSEPH SHELFO JR | |||||||
| TRUSTEE | 2.00 | X | 3286 | 0 | 0 | ||
| STEPHEN HOPE | |||||||
| TRUSTEE | 2.00 | X | 3768 | 0 | 6 | ||
| PANAGIOTIS SKONDRAS | |||||||
| TRUSTEE | 2.00 | X | 2261 | 0 | 0 | ||
| ANGELA MOLINA | |||||||
| TRUSTEE | 2.00 | X | 3286 | 0 | 0 | ||
| JOHN STOW | |||||||
| WARDEN/CONDUCTOR | 2.00 | X | 1331 | 0 | 0 | ||
| ROBERT W HANSEN | |||||||
| DIR. BUSINESS DEVELOPMENT | 50.00 | 140088 | 0 | 84779 | X | ||
| GARY CORTES | |||||||
| BUSINESS DEVELOPMENT REP. | 50.00 | 115572 | 0 | 95610 | X | ||
| ROGER MASON | |||||||
| BUSINESS DEVELOPMENT REP. | 50.00 | 114897 | 0 | 96195 | X | ||
| CHRISTINA TELLEZ | |||||||
| ACCOUNTANT | 40.00 | 114127 | 0 | 27261 | X | ||
| DANIEL CAMPBELL | |||||||
| BUSINESS DEVELOPMENT REP. | 50.00 | 113142 | 0 | 97950 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3511679 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2427607 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EXIBILITY INC | |||||
| 3201 DANVILLE BLVD 295 | ALAMO | CA | 94507 | COMPUTER CONSULTING SERVICE | 356753 |
| ALTSHULER BERZON NUSSBAUM | |||||
| 177 POST STREET 300 | SAN FRANCISCO | CA | 94108 | LEGAL SERVICES | 184696 |
| JOHN DALRYMPLE | |||||
| 6528 TELEGRAPH AVE 102 | OAKLAND | CA | 94609 | CONSULTANT | 151452 |
| LINDQUIST LLP | |||||
| 5000 EXECUTIVE PARKWAY SUITE 400 | SAN RAMON | CA | 94583 | AUDIT AND ACCOUNTING SERVICES | 118122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 14219913 | 14219913 |
| INITIATION, REINSTATEMENT, AND FI | 900099 | 200297 | 200297 |
| ORGANIZING SUBSIDY | 900099 | 156052 | 156052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14576262 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1163175 | TotalRevenueColumn |
| Exclusion | $1,163,175 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 66867 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 66867 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66867 | TotalRevenueColumn |
| Exclusion | $66,867 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17582990 | Securities |
| Other | 37094 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16255332 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1327658 | Securities |
| Other | 37094 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1364752 | TotalRevenueColumn |
| Exclusion | $1,364,752 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS RECEIPTS | 900099 | 273314 | 273314 |
| GRIEVANCE SETTLMENT | 900099 | 78000 | 78000 |
| SALES OF JACKETS/T-SHIRTS/HATS | 900099 | 23369 | 23369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 374683 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17545739 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14950945 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,594,794 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187920 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4895881 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2237763 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 675314 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510633 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398363 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 488734 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135687 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20798 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212414 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 740741 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 488401 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458639 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593321 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3119817 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136080 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150348 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| WAGE EQUALITY CONTR RE | 3449362 |
| REBATES | 527695 |
| DONATIONS & CONTRIBUTIO | 525826 |
| EVENTS | 320854 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100173 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20374764 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506816 | BOY |
| EOY | 1143275 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179453 | BOY |
| EOY | 707526 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296936 | BOY |
| EOY | 85156 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5650332 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1144200 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300491 | BOY |
| EOY | 4506132 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33070891 | BOY |
| EOY | 31000304 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1136218 | BOY |
| EOY | 652424 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35490805 | BOY |
| EOY | 38094817 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32742 | BOY |
| EOY | 21994 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418218 | BOY |
| EOY | 454773 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450960 | BOY |
| EOY | 476767 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35039845 | BOY |
| EOY | 37618050 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35039845 | BOY |
| EOY | 37618050 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35490805 | BOY |
| EOY | 38094817 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2829025 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5407230 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
Sec527 Pol Orgs Sec527PolOrgs (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Amt Of Contribs Recd DeliveredAmtOfContribsRecdDelivered |
|---|---|---|---|---|---|
| SMW 104 POLITICAL ACTION COMMITTEE | |||||
| 555 CAPITOL MALL | SACRAMENTO | CA | 958144602 | 943369996 | 482296 |
| SMW 104 DISTRICT 2 SMALL CONTRIBUTOR COMMITTEE | |||||
| 2610 CROW CANYON RD STE 30 | SAN RAMON | CA | 94583 | 900048814 | 44696 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: | Identifier |
| Return Reference | PART I-A, LINE 1: | ReturnReference |
| 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. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 152329 | OtherCostOrOtherBasis |
| Book Value | 152329 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 609317 | OtherCostOrOtherBasis |
| Depreciation | 101044 | Depreciation |
| Book Value | 508273 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 405147 | OtherCostOrOtherBasis |
| Depreciation | 284391 | Depreciation |
| Book Value | 120756 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 651312 | OtherCostOrOtherBasis |
| Depreciation | 445709 | Depreciation |
| Book Value | 205603 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3832227 | OtherCostOrOtherBasis |
| Depreciation | 313056 | Depreciation |
| Book Value | 3519171 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4506132 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMPLOYEE DEFERRED COMPENSATION | Description |
| Amount | $454,773 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 454773 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE LOCAL HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2012, 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 YEARS PRIOR TO DECEMBER 31, 2009. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRUCE WORD | ||||||||||||||
| PRESIDENT/ BUS. MANAGER | 183942 | 0 | 0 | 0 | 1489 | 0 | 93361 | 0 | 22444 | 0 | 301236 | 0 | 0 | 0 |
| DOMINIC TORREANO | ||||||||||||||
| EXECUTIVE BOARD/BUS. DVLP. REP. | 126167 | 0 | 0 | 0 | 772 | 0 | 69656 | 0 | 22444 | 0 | 219039 | 0 | 0 | 0 |
| JOSEPH A MARACCINI | ||||||||||||||
| FIN. SECRETARY/TREASURER | 146848 | 0 | 0 | 0 | 5897 | 0 | 80944 | 0 | 22444 | 0 | 256133 | 0 | 0 | 0 |
| BRETT RISLEY | ||||||||||||||
| BUSINESS REPRESENTAIVE | 117784 | 0 | 0 | 0 | 1792 | 0 | 84565 | 0 | 22444 | 0 | 226585 | 0 | 0 | 0 |
| BRIAN MASTERS | ||||||||||||||
| BUSINESS REPRESENTAIVE | 134164 | 0 | 0 | 0 | 1189 | 0 | 68185 | 0 | 22444 | 0 | 225982 | 0 | 0 | 0 |
| CARL SANCHEZ | ||||||||||||||
| BUSINESS REPRESENTATIVE | 134344 | 0 | 0 | 0 | 1920 | 0 | 68005 | 0 | 22444 | 0 | 226713 | 0 | 0 | 0 |
| DAVID DIAS | ||||||||||||||
| BUSINESS REPRESENTATIVE | 139676 | 0 | 0 | 0 | 1391 | 0 | 62672 | 0 | 22444 | 0 | 226183 | 0 | 0 | 0 |
| JEFF SALVOTTI | ||||||||||||||
| BUSINESS REPRESENTATIVE | 125974 | 0 | 0 | 0 | 3325 | 0 | 76375 | 0 | 22444 | 0 | 228118 | 0 | 0 | 0 |
| KEVIN VAN BUSKIRK | ||||||||||||||
| BUSINESS REPRESENTATIVE | 124804 | 0 | 0 | 0 | 2307 | 0 | 77545 | 0 | 22444 | 0 | 227100 | 0 | 0 | 0 |
| MARK VAN DEN HEUVEL | ||||||||||||||
| BUSINESS REPRESENTAIVE | 121294 | 0 | 0 | 0 | 5432 | 0 | 81055 | 0 | 22444 | 0 | 230225 | 0 | 0 | 0 |
| PAUL G ARSENAULT | ||||||||||||||
| BUSINESS REPRESENTATIVE | 140014 | 0 | 0 | 0 | 4916 | 0 | 62335 | 0 | 22444 | 0 | 229709 | 0 | 0 | 0 |
| RICHARD KOENIG JR | ||||||||||||||
| BUSINESS REPRESENTAIVE | 125974 | 0 | 0 | 0 | 1678 | 0 | 76375 | 0 | 22444 | 0 | 226471 | 0 | 0 | 0 |
| RICHARD WERNER | ||||||||||||||
| ASST BUS MGR/BUSINESS REP - PAST | 138185 | 0 | 0 | 0 | 928 | 0 | 87404 | 0 | 22444 | 0 | 248961 | 0 | 0 | 0 |
| ROBERT STOKER | ||||||||||||||
| BUSINESS REPRESENTATIVE | 117784 | 0 | 0 | 0 | 1435 | 0 | 84565 | 0 | 22444 | 0 | 226228 | 0 | 0 | 0 |
| VICTOR E TORREANO | ||||||||||||||
| BUSINESS REPRESENTATIVE | 121294 | 0 | 0 | 0 | 893 | 0 | 81055 | 0 | 22444 | 0 | 225686 | 0 | 0 | 0 |
| WILBERT SOLIS | ||||||||||||||
| BUSINESS REPRESENTAIVE | 127144 | 0 | 0 | 0 | 1073 | 0 | 75205 | 0 | 22444 | 0 | 225866 | 0 | 0 | 0 |
| ROBERT W HANSEN | ||||||||||||||
| DIR. BUSINESS DEVELOPMENT | 140014 | 0 | 0 | 0 | 74 | 0 | 62335 | 0 | 22444 | 0 | 224867 | 0 | 0 | 0 |
| GARY CORTES | ||||||||||||||
| BUSINESS DEVELOPMENT REP. | 115482 | 0 | 0 | 0 | 90 | 0 | 73166 | 0 | 22444 | 0 | 211182 | 0 | 0 | 0 |
| ROGER MASON | ||||||||||||||
| BUSINESS DEVELOPMENT REP. | 114897 | 0 | 0 | 0 | 0 | 0 | 73751 | 0 | 22444 | 0 | 211092 | 0 | 0 | 0 |
| DANIEL CAMPBELL | ||||||||||||||
| BUSINESS DEVELOPMENT REP. | 113142 | 0 | 0 | 0 | 0 | 0 | 75506 | 0 | 22444 | 0 | 211092 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | COURTNEY WORD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DAUGHTER OF AN OFFICER OF SMW LOCAL 104 | Relationship |
| Amount Of Transaction | 71400 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | VICTOR TORREANO FAMILY RELATIONSHIP DOMINIC TORREANO 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. LIMITED MEMBERS WHO ARE RETIREES ARE MEMBERS OF THE LOCAL BUT HAVE ELECTED TO HAVE A LIMITED STATUS AND ARE NOT ELIGIBLE TO VOTE. OWNER MEMBERS ARE THOSE INDIVIDUALS WHO ARE OWNERS OF A BUSINESS AND ARE NOT ELIGIBLE TO VOTE. WITHDRAWAL CARD MEMBERS ARE THOSE MEMBERS NOT WORKING IN THE INDUSTRY 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 11 | 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 AS 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 JULY 1, 2012, WERE APPROVED BY THE MEMBERSHIP DURING THE MEETING. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE TO THE ORGANIZATION'S MEMBERS. | |
| FORM 990, PART XI, LINE 9: | TRANSFER OF ASSETS FROM MERGER 5,407,230. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 1: | THE ORGANIZATION USES THE MODIFIED CASH BASIS 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. | |
| FORM 990, PART XI, LINE 9: | CHANGES IN NET ASSETS: 5,407,230 EFFECTIVE MAY 1, 2012, SHEET METAL WORKERS' INTERNATIONAL LOCAL UNION 162 (EIN 94-0859410) MERGED WITH THE FILING ORGANIZATION. THE FINAL FORM 990 OF LOCAL 162 INCLUDED A TRANSFER OUT DUE TO MERGER OF $5,705,609. A RECONCILIATION OF THE AMOUNT TRANSFERRED AND THE AMOUNT RECEIVED IS AS FOLLOWS: $5,705,609-TRANSFER OUT PER LOCAL 162 FINAL FORM 990 (298,379)* 5,407,230-TRANSER DUE TO MERGER *THE INVESTMENTS HELD BY LOCAL 162 WERE CARRIED AT FAIR VALUE. HOWEVER, LOCAL 104 CARRIES ITS INVESTMENTS AT COST. THE AMOUNT OF $(298,379) REPRESENTS THE DIFFERENCE BETWEEN THE FAIR VALUE OF THE ASSETS TRANSFERRED COMPARED TO THE COST BASIS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SMW 104 POLITICAL ACTION COMMITTEE | |||||||||||
| 555 CAPITOL MALL | SACRAMENTO | CA | 958144602 | 943369996 | TO SUPPORT OR OPPOSE STATE AND LOCAL CANDIDATES. | CA | 527 | N/A | SMW LOCAL 104 | 0 | |
| SMW 104 DISTRICT 2 SMALL CONTRIBUTOR COMMITTEE | |||||||||||
| 2610 CROW CANYON ROAD | SAN RAMON | CA | 94583 | 900048814 | TO SUPPORT OR OPPOSE STATE AND LOCAL CANDIDATES. | CA | 527 | N/A | SMW LOCAL 104 | 0 | |
| SHEET METAL WORKERS LOCAL 104 HEALTH CARE PLAN | |||||||||||
| 2610 CROW CANYON ROAD | SAN RAMON | CA | 94583 | 942541328 | TO PROVIDE HEALTH BENEFITS & SUPP UNEMPLOYMENT BENEFITS TO PARTICIPANTS | CA | 501(C)(9) | N/A | 0 | N/A | |
| NORTHERN CALIFORNIA SHEET METAL WORKERS HEALTH CARE PLAN | |||||||||||
| PO BOX 1677 | SAN RAMON | CA | 94583 | 776113549 | TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS | CA | 501(C)(9) | N/A | 0 | N/A | |
| OFFICE EMPLOYEES INSURANCE TRUST FUND OF CALIFORNIA | |||||||||||
| 1640 SOUTH LOOP ROAD | ALAMEDA | CA | 94502 | 946102898 | TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS | CA | 501(C)(9) | N/A | 0 | N/A | |
| OFFICE AND PROFESSIONAL EMPLOYEES WELFARE FUND | |||||||||||
| 4160 DUBLIN BLVD STE 400 | DUBLIN | CA | 94568 | 237120690 | TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS | CA | 501(C)(9) | N/A | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |