2011-11-02T11:41:25-05:00 2010-12-31 CALIBRE CPA GROUP PLLC 1850 K STREET NW WASHINGTON DC 20006 990 2010-01-01 520914827 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING INDUSTRY INTE 7037397200 601 N FAIRFAX STREET NO 240 ALEXANDRIA VA 22314 FRANK HOMBURGER 7037397200 2011-08-02 1 JOANN WOODSON 2023319880 2010 2016-03-07 17:11:31Z JAMES SHOULDERS 601 N FAIRFAX ALEXANDRIA VA 22314 33725071 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 35 0 0 0 5810 0 11735195 11756448 -668203 2224046 302296 288811 11375098 14269305 0 0 0 0 3463359 4514025 0 0 0 12211311 11902275 15674670 16416300 -4299572 -2146995 20217604 17964161 656322 789986 19561282 17174175 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 11230902 10745905 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 1012120 0 INTERNATIONAL APPRENTICE CONTEST 12243022 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 99 0 1 35 1 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X FRANK P HOMBURGER 7032995637 601 N FAIRFAX STREET ALEXANDRIA VA 22314 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 0 0 MENOLD ERNEST J 1.00 X 0 0 0 LANDAU MARK 1.00 X 0 0 0 RIVERA RICHARD 1.00 X 0 0 0 SNEED H PERRY 1.00 X 0 0 0 BOONE JAMES 1.00 X 0 0 0 SHOULDERS JAMES R 40.00 X 229851 0 68382 BATYKEFER GARY L 40.00 X 192116 0 68129 HOMBURGER FRANK P 40.00 X 112100 0 53457 HARRIS MICHAEL T 40.00 X 183062 0 59645 MIHALIK TIM 40.00 X 164952 0 44004 KEANE MICHAEL 40.00 X 164907 0 56040 NEWMAN PHIL 40.00 X 152746 0 53457 SLOAN SR MICHAEL S 40.00 X 152746 0 53457 SNEED H PERRY 1.00 X 0 0 0 BOONE JAMES 1.00 X 0 0 0 1352480 0 456571 16 0 1 0 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING 1189536 YOH SERVICES LLC DEPT AT 40151 ATLANTA GA 31192 CURRICULUM DEVELOPMENT 745148 IDI MULTIMEDIA 7250 HERITAGE VILLAGE PLAZA - SUITE GAINESVILLE VA 20155 CURRICULUM DEVELOPMENT 429729 DATA RESEARCH GROUP PO BOX 1597 CULPEPER VA 22701 CURRICULUM DEVELOPMENT 347040 MOSAIC LEARNING INC 7501 GREENWAY CENTER DR SUITE 620 GREENBELT MD 20770 CURRICULUM DEVELOPMENT 286113 7 EMPLOYER CONTRIBUTIONS 900099 10457094 10457094 GOVERNMENT GRANTS 900099 1299354 1299354 11756448 320080 320080 21359732 19454766 1000 1904966 -1000 1903966 1903966 RECEIPTS FROM AFFILIAT 900099 241398 241398 47413 47413 288811 14269305 12045259 0 2224046 724035 724035 2166567 1686444 480123 590274 432863 157411 833313 413836 419477 199836 130294 69542 120177 15986 104191 50000 50000 101914 101914 2073108 1702086 371022 24784 2816 21968 822856 560861 261995 2608860 2455168 153692 208106 46287 161819 2979828 2509698 470130 36957 12719 24238 553131 56090 497041 70179 70179 PRINTING 1262804 1262804 GRANT EXPENSES 898849 898849 PRIZES AND AWARDS 44684 44636 48 DUES AND SUBSCRIPTIONS 27918 11303 16615 18120 282 17838 16416300 12243022 4173278 0 1031507 933192 4847 68514 1629741 1554774 402720 444749 138938 190754 5446251 4303956 1389852 1142295 15463880 13559596 156119 70287 20217604 17964161 500203 719699 156119 70287 656322 789986 X 19561282 17174175 19561282 17174175 20217604 17964161 X -2146995 -240112 X X 0 1 0 X 1 1 X 13558211 14151389 14241180 11741005 11756448 65448233 1187012 62677 73892 1323581 14745223 14214066 14315072 11741005 11756448 66771814 0 0 0 66771814 471495 524917 489779 366382 320080 2172653 471495 524917 489779 366382 320080 2172653 209974 147148 188600 302296 283869 1131887 15426692 14886131 14993451 12409683 12360397 70076354 0.95280 0.95540 0.03100 0.03110 X 2020307 1559776 460531 2673648 2130003 543645 752296 614177 138119 1142295 OTHER LIABILITIES 70287 70287 14269305 16416300 -2146995 -240112 -240112 -2387107 12364339 0 12364339 1904966 1904966 14269305 16416300 0 16416300 0 16416300 PART XII, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF INVESTMENTS 1,904,966. NORTH AMERICA 0 5 PROGRAM SERVICESPROGRAM SERVICES FIELD STAFF 96056 5 0 5 96056 0 96056 0 0 0 0 0 0 X X 1 1 X 0 0 0 0 0 0 0 0 0 SHOULDERS JAMES R 185031 0 0 0 44820 0 46140 0 22242 0 298233 0 0 0 BATYKEFER GARY L 147350 0 0 0 44766 0 45899 0 22230 0 260245 0 0 0 HOMBURGER FRANK P 111645 0 135 0 320 0 31443 0 22014 0 165557 0 0 0 HARRIS MICHAEL T 142120 0 0 0 40942 0 37538 0 22107 0 242707 0 0 0 MIHALIK TIM 124185 0 0 0 40767 0 33951 0 10053 0 208956 0 0 0 KEANE MICHAEL 124185 0 0 0 40722 0 33951 0 22089 0 220947 0 0 0 NEWMAN PHIL 111645 0 0 0 41101 0 31443 0 22014 0 206203 0 0 0 SLOAN SR MICHAEL S 111645 0 0 0 41101 0 31443 0 22014 0 206203 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. 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 57536 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 THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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: -240,112. FORM 990 PART XII LINE 2C THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS. INT'L TRAIN INSTITUTE FOR THE SHEET METAL & AC IND STAFF RET FD 601 N FAIRFAX ST ALEXANDRIA VA 22314 541964506 PROVIDES HEALTH BENEFITS FOR RETIRED EMPLOYEES VA 501(C)(9) INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC IND 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0