2012-11-15T14:23:39-06:00 2011-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WE BETHESDA MD 20814 990 2011-01-01 520914827 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING INDUSTRY INTE 7037397200 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 JAMES SHOULDERS 7037397200 2012-11-15 1 JOANN WOODSON P01293745 2023319880 2011 2016-02-24 21:20:13Z X 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 24060661 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 0 32 0 0 0 0 0 11756448 11301269 2224046 1319678 288811 311083 14269305 12932030 0 0 0 0 4514025 4631476 0 0 0 11902275 9540677 16416300 14172153 -2146995 -1240123 17964161 15206484 789986 395622 17174175 14810862 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 9136024 11612352 DEVELOPING AND PROVIDING EDUCATIONAL SERVICES INCLUDING THE SPONSORING OF TRAINING PROGRAMS, COURSES AND CONTESTS, AND PROVIDING NECESSARY EQUIPMENT, CURRICULUM AND MANPOWER TO JOURNEYMEN AND APPRENTICES 895416 0 INTERNATIONAL APPRENTICE CONTEST 10031440 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 1 109 0 1 32 1 0 0 0 0 0 0 0 0 0 0 X 8 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X CAROL SKOPP 7032995637 8403 ARLINGTON BLVD SUITE 310 FAIRFAX VA 22031 SULLIVAN MICHAEL J 1.00 X 0 0 0 ZAHNER ROBERT L 1.00 X 0 0 0 NIGRO JOSEPH J 1.00 X 0 0 0 WILSON KEITH E 1.00 X 0 0 0 PHILLIPS LEONARD 1.00 X 0 1800 0 MENOLD ERNEST J 1.00 X 0 0 0 LANDAU MARK 1.00 X 0 1800 0 RIVERA RICHARD 1.00 X 0 0 0 POWELL JOSEPH 1.00 X 0 1800 0 WERNER RICHARD 1.00 X 0 1800 0 SHOULDERS JAMES R 40.00 X 237844 0 72350 BATYKEFER GARY L 40.00 X 199335 0 71650 HOMBURGER FRANK P 40.00 X 117966 0 56319 HARRIS MICHAEL T 40.00 X 193189 0 66112 MIHALIK TIM 40.00 X 188544 0 48548 MCKENZIE STEPHEN 40.00 X 158826 0 56266 NEWMAN PHIL 40.00 X 158826 0 59274 SLOAN SR MICHAEL S 40.00 X 158826 0 57125 1413356 7200 487644 18 0 1 0 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING 1081364 MOSAIC LEARNING INC 7501 GREENWAY CENTER DR SUITE 620 GREENBELT MD 20770 CURRICULUM DEVELOPMENT 587997 DATA RESEARCH GROUP PO BOX 1597 CULPEPER VA 22701 CURRICULUM DEVELOPMENT 540103 YOH SERVICES LLC DEPT AT 40151 ATLANTA GA 31192 CURRICULUM DEVELOPMENT 401261 IDI MULTIMEDIA 7250 HERITAGE VILLAGE PLAZA - SUITE GAINESVILLE VA 20155 CURRICULUM DEVELOPMENT 216808 5 EMPLOYER CONTRIBUTIONS 900099 10639247 10639247 GOVERNMENT GRANTS 900099 662022 662022 11301269 246095 246095 12202214 11128631 1073583 1073583 1073583 RECEIPTS FROM AFFILIAT 900099 248067 248067 63016 63016 311083 12932030 11612352 0 1319678 755464 755464 1984263 1587742 396521 579890 402285 177605 1116682 423025 693657 195177 121086 74091 92732 1788 90944 62302 62302 83451 83451 2222572 2024083 198489 349417 349417 830221 603587 226634 1673766 1488477 185289 227034 48041 178993 2499904 2162745 337159 6545 6545 342339 100050 242289 70014 70014 PRINTING 901548 901548 GRANT EXPENSES 80980 80980 PRIZES AND AWARDS 60073 60073 DUES AND SUBSCRIPTIONS 7629 7629 30150 11756 18394 14172153 10031440 4140713 0 933192 1354445 68514 20869 1554774 1539806 444749 249589 190754 178640 6813145 4642162 1142295 2170983 13559596 9655386 70287 36766 17964161 15206484 719699 395622 70287 0 789986 395622 X 17174175 14810862 17174175 14810862 17964161 15206484 X -1240123 -1123190 X X 0 1 1 X 1 1 X 14151389 14241180 11741005 11756448 11301269 63191291 62677 73892 136569 14214066 14315072 11741005 11756448 11301269 63327860 0 0 0 63327860 524917 489779 366382 320080 246095 1947253 524917 489779 366382 320080 246095 1947253 147148 188600 302296 283869 311083 1232996 14886131 14993451 12409683 12360397 11858447 66508109 0.95220 0.95280 0.02930 0.03100 X 1350520 1350520 2020307 1607018 413289 2690022 2348903 341119 752296 686241 66055 2170983 12932030 14172153 -1240123 -1123190 -1123190 -2363313 11858447 0 11858447 1073583 1073583 12932030 14172153 0 14172153 0 14172153 PART XII, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF INVESTMENTS 1,073,583. X X 1 1 X 0 0 0 0 0 0 0 0 0 SHOULDERS JAMES R 191044 0 0 0 46800 0 47946 0 24404 0 310194 0 0 0 BATYKEFER GARY L 152139 0 0 0 47196 0 47945 0 23705 0 270985 0 0 0 HOMBURGER FRANK P 115273 0 152 0 2541 0 32817 0 23502 0 174285 0 0 0 HARRIS MICHAEL T 150039 0 0 0 43150 0 39744 0 26368 0 259301 0 0 0 MIHALIK TIM 141168 0 0 0 47376 0 37970 0 10578 0 237092 0 0 0 MCKENZIE STEPHEN 115273 0 0 0 43553 0 32791 0 23475 0 215092 0 0 0 NEWMAN PHIL 115273 0 0 0 43553 0 32791 0 26483 0 218100 0 0 0 SLOAN SR MICHAEL S 115273 0 0 0 43553 0 32791 0 24334 0 215951 0 0 0 SUPPLEMENTAL INFORMATION PART III PART 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. JODONNA MEDLEN EMPLOYEE OF THE ORGANIZATION 101564 SISTER-IN-LAW OF ADMINISTRATOR EMPLOYED AS BOOKKEEPER 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES MICHAEL SULLIVAN AND JOSEPH NIGRO ARE OFFICERS OF SMWIA. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,123,190. FORM 990 PART XII LINE 2C THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS. ITI CENTER LLC 8403 ARLINGTON BLVD FAIRFAX VA 22031 HOLDS TITLE TO A BUILDING USED BY THE ORGANIZATION. VA 0 1350520 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 SHEET METAL WORKERS' INTERNATIONAL ASSOCIATION 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 536001972 LABOR UNION DC 501(C)(5) 0 SHEET METAL AND AIR CONDITIONING CONTRACTORS NATIONAL ASSN 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 362099048 TRADE ASSOCIATION VA 501(C)(6) 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 0 0