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INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC INDUSTRY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC INDUSTRY (EIN 52-0914827)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-14
IRS object ID
201343189349305209
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

FieldValueIRS element (for citing)
Timestamp2013-11-14T14:39:35-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN470900880EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1
Address Line2WESTAddressLine2
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN520914827EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL TRAINING INSTITUTE FOR THEBusinessNameLine1
Business Name Line2SHEET METAL & AIR CONDITIONING INDUSTRYBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlINTENameControl
Phone7037397200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18403 ARLINGTON BLVD NO 310AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22031ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAMES SHOULDERSName
TitleADMINISTRATORTitle
Phone7037397200Phone
Date Signed2013-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOANN WOODSONName
PTINP01293745PTIN
Phone2023319880Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18403 ARLINGTON BLVD NO 310AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22031ZIPCode
FieldValueIRS element (for citing)
Gross Receipts21523250GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SHEETMETAL-ITI.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1971YearFormation
State Legal DomicileVAStateLegalDomicile
Activity Or Mission DescriptionTO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees28TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year11301269ProgramServiceRevenuePriorYear
Program Service Revenue CY10993304ProgramServiceRevenueCY
Investment Income Prior Year1319678InvestmentIncomePriorYear
Investment Income Current Year582999InvestmentIncomeCurrentYear
Other Revenue Prior Year311083OtherRevenuePriorYear
Other Revenue Current Year347382OtherRevenueCurrentYear
Total Revenue Prior Year12932030TotalRevenuePriorYear
Total Revenue Current Year11923685TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year4631476SalariesEtcPriorYear
Salaries Etc Current Year4529659SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year9540677OtherExpensePriorYear
Other Expenses Current Year7160173OtherExpensesCurrentYear
Total Expenses Prior Year14172153TotalExpensesPriorYear
Total Expenses Current Year11689832TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1240123RevenuesLessExpensesPriorYear
Revenues Less Expenses CY233853RevenuesLessExpensesCY
Total Assets BOY15206484TotalAssetsBOY
Total Assets EOY16403170TotalAssetsEOY
Total Liabilities BOY395622TotalLiabilitiesBOY
Total Liabilities EOY982279TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY14810862NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY15420891NetAssetsOrFundBalancesEOY
Mission DescriptionTO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense6960275Expense
Revenue11340686Revenue
DescriptionDEVELOPING AND PROVIDING EDUCATIONAL SERVICES INCLUDING THE SPONSORING OF TRAINING PROGRAMS, COURSES AND CONTESTS, AND PROVIDING NECESSARY EQUIPMENT, CURRICULUM AND MANPOWER TO TRAIN JOURNEYMEN AND APPRENTICESDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense843265Expense
DescriptionINTERNATIONAL APPRENTICE CONTESTDescription
FieldValueIRS element (for citing)
Total Program Service Expense7803540TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109699NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees28NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CAROL SKOPPBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7037397000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18403 ARLINGTON BLVD SUITE 310AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22031ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
ZAHNER ROBERT L
CO-CHAIR1.00X000
NIGRO JOSEPH J
CO-CHAIR1.00X000
WILSON KEITH E
TRUSTEE1.00X000
NOVAK RANDY
TRUSTEE1.00X000
MENOLD ERNEST J
TRUSTEE1.00X000
LANDAU MARK
TRUSTEE1.00X000
POWELL JOSEPH
TRUSTEE1.00X000
WERNER RICHARD
TRUSTEE1.00X000
SHOULDERS JAMES R
EXECUTIVE ADMINISTRATOR40.00227887073791X
HOMBURGER FRANK P
CONTROLLER40.0068783034133X
BATYKEFER GARY L
SMOHIT ADMINISTRATOR40.00165704065947X
HARRIS MICHAEL T
PROGRAM ADMINISTRATOR40.00188468071769X
MIHALIK TIM
TECH. DEVELOPMENT COORDINA40.00188741049615X
MCKENZIE STEPHEN
DIRECTOR, BIM TECHNOLOGIES40.00155194060876X
SLOAN SR MICHAEL S
FIELD COORDINATOR40.00155194059487X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1149971TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation415618TotalOtherCompensation
Number Individuals GT100 K7NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
AEROTEK
3689 COLLECTION CENTER DRIVECHICAGOIL60693CONSULTING800018
MOSAIC
4801 VIEWPOINT PLACECHEVERLYMD20781PRINTING492524
DATA RESEARCH GROUP
PO BOX 1597CULPEPERVA22701CURRICULUM DEVELOPMENT422308
TL HILL CONSTRUCTION LLC
2261 SARASOTA CENTER BLVDSARASOTAFL34240CONSTRUCTION SERVICES390444
TBA GLOBAL LLC
535 N BRAND BLVD STE 800GLENDALECA91203MEETING PLANNING359557
FieldValueIRS element (for citing)
Number Of Contractors GT100 K7NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS9000991091569710915697
GOVERNMENT GRANTS9000997760777607
FieldValueIRS element (for citing)
Total Program Service Revenue10993304TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column246476TotalRevenueColumn
Exclusion$246,476ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities8952096Securities
Other983992Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities8600917Securities
Other998648Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities351179Securities
Other-14656Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column336523TotalRevenueColumn
Exclusion$336,523ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionRECEIPTS FROM AFFILIATED ORGANIZADescription
Business Code900099BusinessCode
Total Revenue Column168047TotalRevenueColumn
Related Or Exempt Function Income168047RelatedOrExemptFunctionIncome

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column179335TotalRevenueColumn
Related Or Exempt Function Income179335RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue347382TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column11923685TotalRevenueColumn
Related Or Exempt Function Income11340686RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$582,999ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total636244Total
Management And General636244ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1973519Total
Program Services1526510ProgramServices
Management And General447009ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total669803Total
Program Services469119ProgramServices
Management And General200684ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1058007Total
Program Services371285ProgramServices
Management And General686722ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total192086Total
Program Services125420ProgramServices
Management And General66666ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total111023Total
Program Services14223ProgramServices
Management And General96800ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total93127Total
Management And General93127ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total75667Total
Management And General75667ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total2133195Total
Program Services1879169ProgramServices
Management And General254026ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total411610Total
Management And General411610ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total605980Total
Program Services400054ProgramServices
Management And General205926ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total46996Total
Program Services1150ProgramServices
Management And General45846ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total200869Total
Program Services27676ProgramServices
Management And General173193ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total2186628Total
Program Services1976110ProgramServices
Management And General210518ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total870Total
Program Services870ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total298811Total
Program Services94573ProgramServices
Management And General204238ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total62549Total
Management And General62549ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
PRINTING818821818821
GRANT EXPENSES6997069970
PRIZES AND AWARDS2197621976
DUES AND SUBSCRIPTIONS66146614

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total15467Total
Management And General15467ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total11689832Total
Program Services7803540ProgramServices
Management And General3886292ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1354445BOY
EOY1532946EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY20869BOY
EOY25088EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1539806BOY
EOY1888882EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY249589BOY
EOY116360EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY178640BOY
EOY105189EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis6673909LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4014458LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2170983BOY
EOY2659451EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY9655386BOY
EOY10051739EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY36766BOY
EOY23515EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY15206484BOY
EOY16403170EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY395622BOY
EOY681459EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY300820EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY395622BOY
EOY982279EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY14810862BOY
EOY15420891EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY14810862BOY
EOY15420891EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY15206484BOY
EOY16403170EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses233853ReconcilationRevenueExpenses
Reconciliation Unrealized Invest376176ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14241180CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11741005CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years11756448CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year11301269CurrentTaxYearMinus1Year
Current Tax Year10993304CurrentTaxYear
Total60033206Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years73892CurrentTaxYearMinus4Years
Total73892Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14315072CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11741005CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years11756448CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year11301269CurrentTaxYearMinus1Year
Current Tax Year10993304CurrentTaxYear
Total60107098Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total50960107098PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years489779CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years366382CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years320080CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year246095CurrentTaxYearMinus1Year
Current Tax Year246476CurrentTaxYear
Total1668812Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years489779CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years366382CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years320080CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year246095CurrentTaxYearMinus1Year
Current Tax Year246476CurrentTaxYear
Total1668812Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years188600CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years302296CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years283869CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year311083CurrentTaxYearMinus1Year
Current Tax Year332726CurrentTaxYear
Total1418574Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14993451CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years12409683CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years12360397CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year11858447CurrentTaxYearMinus1Year
Current Tax Year11572506CurrentTaxYear
Total63194484Total
FieldValueIRS element (for citing)
Public Support Percentage5090.95110PublicSupportPercentage509
Prior Year Support Percentage0.95220PriorYearSupportPercentage
Investment Income Percentage0.02640InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.02930PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1849159OtherCostOrOtherBasis
Book Value1849159BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis2117958OtherCostOrOtherBasis
Depreciation1498604Depreciation
Book Value619354BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1954496OtherCostOrOtherBasis
Depreciation1780570Depreciation
Book Value173926BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis752296OtherCostOrOtherBasis
Depreciation735284Depreciation
Book Value17012BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2659451TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEFERRED RENTDescription
Amount$300,820Amount
FieldValueIRS element (for citing)
Total Of Amounts300820TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt11572506TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal11572506RevenueSubtotal
Other Revenues Not Included351179OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt351179RevenueNotRptdOnFinStmt
Total Revenue Per Form99011923685TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt11689832TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal11689832ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99011689832TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierPART XI, LINE 4B - OTHER ADJUSTMENTS:Identifier
ExplanationREALIZED GAIN ON SALE OF INVESTMENTS 351,179.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
SHOULDERS JAMES R
EXECUTIVE ADMINISTRATOR188378000395090479890258020301678000
BATYKEFER GARY L
SMOHIT ADMINISTRATOR130405000352990413890245580231651000
HARRIS MICHAEL T
PROGRAM ADMINISTRATOR151139000373290405580312110260237000
MIHALIK TIM
TECH. DEVELOPMENT COORDINA141168000475730385690110460238356000
MCKENZIE STEPHEN
DIRECTOR, BIM TECHNOLOGIES115273000399210334040274720216070000
SLOAN SR MICHAEL S
FIELD COORDINATOR115273000399210334040260830214681000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferencePART IIIReturnReference
ExplanationPART I, LINE 1A - PURSUANT TO WRITTEN POLICY, FIRST CLASS AIRFARE IS PERMITTED FOR TRUSTEES TRAVELLING TO A BOARD OF TRUSTEES MEETING WHEN THE AGGREGATE AIR TRAVEL TIME EXCEEDS THREE HOURS AND FOR THE CO-CHAIRS REGARDLESS OF THE AIR TRAVEL TIME. PURSUANT TO POLICY CHANGES MADE IN 2012, FIRST-CLASS AIRFARE IS NO LONGER AUTHORIZED IN ANY CIRCUMSTANCES. 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.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonJODONNA MEDLENNamePerson
FieldValueIRS element (for citing)
RelationshipEMPLOYEE OF THE ORGANIZATIONRelationship
Amount Of Transaction109625AmountOfTransaction
Description Of TransactionSISTER-IN-LAW OF ADMINISTRATOR, EMPLOYED AS BOOKKEEPERDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 8BTHE 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 11A 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 12CLEGAL COUNSEL REVIEWS THE POLICY WITH THE TRUSTEES ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE 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 19SUCH 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 11GCONSULTING AND OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,879,169. MANAGEMENT AND GENERAL EXPENSES 254,026. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,133,195.OTHER FEES
FORM 990 PART XII LINE 2CTHE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1ITI CENTER LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18403 ARLINGTON BLVDAddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22031ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesHOLDS TITLE TO A BUILDING USED BY THE ORGANIZATION.PrimaryActivities
Legal Domicile StateVALegalDomicileState
EOY Assets1849159EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL TRAINING INSTITUTE OF THE SHEET METAL AND AIR CONDITIONING INBusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgPublic Charity StatusPublicCharityStatus
INT'L TRAIN INSTITUTE FOR THE SHEET METAL & AC IND STAFF RET FD
8403 ARLINGTON BLVDFAIRFAXVA22031541964506PROVIDES HEALTH BENEFITS FOR RETIRED EMPLOYEESVA501(C)(9)INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC IND0
NATIONAL ENERGY MANAGEMENT INSTITUTE INC
8403 ARLINGTON BLVDFAIRFAXVA22031521256545IDENTIFY EMERGING AND EMPLOYMENT OPPORTUNITIESVA501(C)(3)0LINE 9
SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST
8403 ARLINGTON BLVDFAIRFAXVA22031526405006RESEARCH, STUDY AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTHVA501(C)(3)0LINE 9
NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE
8403 ARLINGTON BLVDFAIRFAXVA22031521311294TRADE ASSOCIATIONVA501(C)(6)0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg