SHEET METAL 10 SAFE PLAN TR: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHEET METAL 10 SAFE PLAN TR (EIN 03-0482434)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-20
- IRS object ID
- 202611109349301116
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-04-20T12:14:04-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030482434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEET METAL #10 SAFE PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEE | BusinessNameControlTxt |
| Phone | 6517700991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1681 EAST COPE AVENUE NO B | AddressLine1Txt |
| City | MAPLEWOOD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT FAIRBANKS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6517700991 | PhoneNum |
| Signature | 2026-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY MEYER | PreparerPersonNm |
| PTIN | P00970265 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2026-03-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATT FAIRBANKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1681 EAST COPE AVENUE NO B | AddressLine1Txt |
| City | MAPLEWOOD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,797,550 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.SMW.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE BENEFITS DURING FINANCIAL EMERGENCIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,591,092 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,410,423 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,580,900 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,818,708 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,171,992 | PYTotalRevenueAmt |
| CY Total Revenue | $6,229,131 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $2,695,330 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $2,659,562 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $333,849 | PYOtherExpensesAmt |
| CY Other Expenses | $423,590 | CYOtherExpensesAmt |
| PY Total Expenses | $3,029,179 | PYTotalExpensesAmt |
| CY Total Expenses | $3,083,152 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,142,813 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,145,979 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,415,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,870,942 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,878 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,064 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,390,634 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,851,878 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE ELIGIBLE PARTICIPANTS WITH BENEFITS AS DESCRIBED IN THE PLAN'S DOCUMENT OF PLAN BENEFITS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE ELIGIBLE PARTICIPANTS WITH UNEMPLOYMENT, DISABILITY, SEVERANCE, BENEFICIARY AND SELF-PAY HEALTH BENEFITS AS DESCRIBED IN THE PLAN OF BENEFITS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEILA RICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6517700991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1681 EAST COPE AVENUE B | AddressLine1Txt |
| City | MAPLEWOORD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MATT FAIRBANKS | |||||||
| TRUSTEE- CHAIRMAN | 1.00 | 58.00 | Yes (X) | Yes (X) | $0 | $179,183 | $129,608 |
| JASON DAMMAN | |||||||
| TRUSTEE | 1.00 | 50.00 | Yes (X) | $0 | $151,392 | $110,718 | |
| DAVE HOLZER | |||||||
| TRUSTEE | 1.00 | 46.00 | Yes (X) | $0 | $137,294 | $103,999 | |
| ISAAC LAUDENBACH | |||||||
| TRUSTEE | 1.00 | 46.00 | Yes (X) | $0 | $136,777 | $101,559 | |
| JOHN QUARNSTROM | |||||||
| TRUSTEE- SECRETARY | 1.00 | 45.00 | Yes (X) | Yes (X) | $0 | $285,421 | $41,067 |
| PATRICK WELTY | |||||||
| TRUSTEE | 1.00 | 42.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN GIESEKE | |||||||
| TRUSTEE | 1.00 | 42.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH STEINMETZ | |||||||
| TRUSTEE- ALTERNATE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CASEY MEINHARDT | |||||||
| TRUSTEE | 1.00 | 45.00 | Yes (X) | $0 | $128,198 | $22,279 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,018,265 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $509,230 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MILLIMAN | |||||
| 1301 FIFTH AVENUE SUITE 3800 | SEATTLE | WA | 98101 | RECORDKEEPER | $166,535 |
| SHEET METAL CONTROL BOARD | |||||
| 1681 EAST COPE AVENUE SUITE A | MAPLEWOOD | MN | 55109 | ADMINISTRATION | $151,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,410,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,410,423 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,410,423 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $867,509 | TotalRevenueColumnAmt |
| Exclusion | $867,509 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,519,618 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,568,419 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,951,199 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,951,199 | TotalRevenueColumnAmt |
| Exclusion | $2,951,199 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,229,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,410,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,818,708 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,659,562 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,282 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,519 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,840 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,977 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,351 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $14,959 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,083,152 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,151 | BOYAmt |
| EOY | $350,263 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,504 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,423 | BOYAmt |
| EOY | $252,425 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,751 | BOYAmt |
| EOY | $2,751 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,736,683 | BOYAmt |
| EOY | $22,265,503 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,415,512 | BOYAmt |
| EOY | $22,870,942 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,878 | BOYAmt |
| EOY | $19,064 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,878 | BOYAmt |
| EOY | $19,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,390,634 | BOYAmt |
| EOY | $22,851,878 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,390,634 | BOYAmt |
| EOY | $22,851,878 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,415,512 | BOYAmt |
| EOY | $22,870,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,145,979 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,684,735 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,506,982 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,684,735 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,684,735 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,191,717 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,414 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $37,414 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,229,131 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,045,738 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,045,738 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $37,414 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $37,414 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,083,152 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN QUARNSTROM | ||||||||||||||
| TRUSTEE- SECRETARY | $0 | $278,375 | $0 | $0 | $0 | $7,046 | $0 | $22,428 | $0 | $18,639 | $0 | $326,488 | $0 | $0 |
| MATT FAIRBANKS | ||||||||||||||
| TRUSTEE- CHAIRMAN | $0 | $179,183 | $0 | $0 | $0 | $0 | $0 | $94,252 | $0 | $35,356 | $0 | $308,791 | $0 | $0 |
| JASON DAMMAN | ||||||||||||||
| TRUSTEE | $0 | $151,392 | $0 | $0 | $0 | $0 | $0 | $80,414 | $0 | $30,304 | $0 | $262,110 | $0 | $0 |
| DAVE HOLZER | ||||||||||||||
| TRUSTEE | $0 | $137,294 | $0 | $0 | $0 | $0 | $0 | $101,515 | $0 | $2,484 | $0 | $241,293 | $0 | $0 |
| ISAAC LAUDENBACH | ||||||||||||||
| TRUSTEE | $0 | $131,040 | $0 | $0 | $0 | $5,737 | $0 | $78,175 | $0 | $23,384 | $0 | $238,336 | $0 | $0 |
| CASEY MEINHARDT | ||||||||||||||
| TRUSTEE | $0 | $121,234 | $0 | $390 | $0 | $6,574 | $0 | $3,640 | $0 | $18,639 | $0 | $150,477 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | FOR MATT FAIRBANKS, JASON DAMMAN, DAVE HOLZER, AND ISAAC LAUDENBACH COMPENSATION IS DETERMINED BY THE INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS LOCAL UNION 10 COMPENSATION POLICY. FOR JOHN QUARNSTROM AND CASEY MEINDHARDT THE BOARD OF DIRECTORS OF SMARCA DETERMINES COMPENSATION ANNUALLY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | UNION TRUSTEES ARE APPOINTED BY THE BUSINESS MANAGER OF THE UNION AND EMPLOYER TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE THE FORM IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUSTEES CONSTANTLY MONITOR THE ACTIONS OF EVERY TRUSTEE TO VERIFY THEY ARE AVOIDING ANY CONFLICT OF INTEREST OR APPEARANCE OF ANY CONFLICT OF INTEREST. THE TRUSTEES WILL SEEK LEGAL ADVICE REGARDING ANY CONFLICTS OF INTEREST THEY ENCOUNTER IN FULFILLING THEIR DUTIES TO THE PLAN. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST AT THE PLAN OFFICE. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| METRO AREA SHEET METAL JATC ( METROPOLITAN SHEET METAL JOURNEYMAN AND APPRE | |||||||||
| 3554 WHITE BEAR AVE N | WHITE BEAR LAKE | MN | 55110 | 411515215 | TRAINING PROGRAMS FOR SHEET METAL WORKERS | MN | 501(C)(3) | N/A | 0 |
| SHEET METAL 10 BENEFIT FUND | |||||||||
| 1681 EAST COPE AVENUE SUITE B | MAPLEWOOD | MN | 55109 | 410871191 | TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS | MN | 501(C)(9) | N/A | 0 |
| SHEET METAL 10 CONTROL BOARD | |||||||||
| 1681 EAST COPE AVENUE SUITE B | MAPLEWOOD | MN | 55109 | 411392797 | TO PROVIDE ADMINISTRATIVE SERVICES FOR AFFILIATED BENEFIT PLANS | MN | 501(C)(5) | N/A | 0 |
| SHEET METAL 10 PENSION FUND | |||||||||
| 1681 EAST COPE AVENUE SUITE B | MAPLEWOOD | MN | 55109 | 411562581 | TO PROVIDE PENSION BENEFITS | MN | 401(A) | N/A | 0 |
| SHEET METAL 10 SUPPLEMENTAL RETIREMENT FUND | |||||||||
| 1681 EAST COPE AVENUE SUITE B | MAPLEWOOD | MN | 55109 | 416162383 | TO PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS | MN | 401(A) | N/A | 0 |
| SMARCA INC | |||||||||
| 6200 SHINGLE CREEK PARKWAY 130 | BROOKLYN CENTER | MN | 55430 | 416038098 | PROMOTE THE GENERAL WELFARE OF SHEET METAL, AIR CONDITIONING, ROOFING AND PI | MN | 501(C)(6) | N/A | 0 |
| SHEET METAL WORKERS L-10 M-BA | |||||||||
| UNIVERSITY OF MINNESOTA | |||||||||
| SPECIAL SCHOOL DIST #1 | |||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (20 entries)
| ADMIRAL RADON & MECHANICAL SERVICES LLC |
| ADVANCED DESIGN CONTRACTING LLC |
| AIRTECH THERMEX LLC |
| ARMOR MECHANICAL LLC |
| CBA WORKFORCE SOLUTIONS LLC |
| CUSTOM METAL INNOVATIONS LLC |
| DIVERSE CONSTRUCTION SERVICES LLC |
| DNS PLUMBING & HEATING LLC |
| DOWNTOWN MECHANICAL LLC |
| ERECTOR METALS LLC |
| EVER LLC DBA CLIMATE MAKERS |
| GENERAL SHEET METAL COMPANY LLC |
| GILBERT MECHANICAL CONTRACTORS LLC |
| GO FETSCH MECHANICAL LLC |
| KRAFT CONTRACTING LLC DBA KRAFT MECHANICAL LLC |
| MODERN HEATING & AIR CONDITIONING LLC |
| PIONEER MECHANICAL LLC |
| PIONEER POWER LLC |
| PREVENTIVE MECHANICAL SERVICES LLC |
| YALE MECHANICAL LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (98 entries)
| API INC |
| AER INC |
| AIR CONDITIONING ASSOCIATES |
| ALBERS MECHANICAL CONTRACTORS INC |
| ALDO INC |
| ALLAN MECHANICAL CORP |
| ALLAN MECHANICAL INC |
| API HVAC SERVICES INC |
| ARCHITECT MECHANICAL INC |
| ASSOCIATED MECHANICAL CONTRACTORS INC |
| ATOMIC ARCHITECTURAL SHEET METAL INC |
| BL DALSIN ROOFING |
| BAL-TECH INC |
| BASSETT INC |
| BERWALD ROOFING COMPANY INC |
| BINDER HEATING & AIR CONDITIONING INC |
| CENTRAIRE HEATING & AIR CONDITIONING |
| CENTRAL ROOFING COMPANY |
| CHAPPELL CENTRAL INC |
| COMET HEATING & AIR INC |
| COMMERCIAL KITCHEN SERVICES CORP |
| COMMERCIAL PLUMBING & HEATING |
| COMMERCIAL ROOFING AND SHEET METAL INC |
| COOL AIR MECHANICAL INC |
| CORPORATE MECHANICAL INC |
| CORVAL CONSTRUCTORS INC |
| CROWN CORR INC |
| CUSTOM STAINLESS STEEL INC |
| DAKOTA METAL FABRICATION INC |
| DIVISION V SHEET METAL INC |
| DMC PLUMBING & HEATING INC |
| EGAN COMPANIES INC DBA EGAN COMPANY |
| ELANDER MECHANICAL INC |
| ERICKSON PLUMBING HEATING COOLING INC |
| FAIRCON SERVICE COMPANY |
| FLYNN MIDWEST LP |
| GALAXY MECHANICAL INC |
| GREENMAN INC DBA GREENMAN HVAC |
| GTS HVAC INC |
| HARRIS ROCHESTER INC |
| HARRIS ST PAUL INC |
| HARTY MECHANICAL INC |
| HORWITZ INC DBA (HORWITZ NSI) |
| J F AHERN CO |
| JA BENNER LIMITED DBA SYSTEMS MANAGEMENT & BALANCING OF MINNESOTA |
| JAMAR COMPANY |
| JOHN A DALSIN & SON INC |
| KB SERVICE COMPANY |
| L & L SHEET METAL |
| LSV METALS INC |
| LAKE AREA ROOFING & CONSTRUCTION INC |
| LEGACY COMPANIES INC |
| LEGEND MECHANICAL |
| MG MCGRATH INC |
| MAJOR MECHANICAL LLC |
| MASTER MECHANICAL INC |
| MCDOWALL COMPANY |
| METROPOLITAN MECHANICAL CONTRACTORS INC (MMC) |
| MIDWEST KITCHEN SERVICE INC |
| MINT ROOFING INC |
| MJ O'CONNOR INC |
| MODERN |
| MUSKA ELECTRIC CO |
| NASSEFF MECHANICAL CONTRACTORS INC (NASSEFF PLUMBING & HEATING INC) |
| NELSON MECHANICAL INC |
| NORDIC SERVICES INC |
| NORTH COUNTRY INSTALLATION INC |
| NORTHERN AIR CORPORATION (DBA NAC MECHANICAL & ELECTRICAL) |
| NORTHLAND MECHANICAL CONTRACTORS INC |
| PALEN KIMBALL LLC |
| PALMER WEST CONSTRUCTION COMPANY INC |
| PETERSON SHEET METAL |
| PRAIRIE TECHNOLOGIES INC OF MN DBA HUMERATECH |
| PREMIER TEST & BALANCE INC |
| QCMF LLC DBA QUALITY SHEET METAL FABRICATORS |
| RAINVILLE-CARLSON INC |
| ROOF TECH INC |
| S R MECHANICAL INC |
| SAYLER HEATING AND AIR CONDITIONING INC |
| SCHADEGG MECHANICAL INC |
| SEASONAL CONTROL MECH DIV INC |
| SENTRA-SOTA SHEET METAL INC |
| SHEET METAL CONNECTORS INC |
| SHERIDAN SHEET METAL COMPANY |
| SKOGEN MECHANICAL |
| SPRIGGS MECHANICAL INC |
| ST CLOUD REFRIGERATION INC |
| TEST & BALANCE ASSOCIATES INC |
| TEST & BALANCE SOLUTIONS INC |
| THELEN HEATING & ROOFING INC |
| TOTAL AIR INC |
| TRUE MECHANICAL MN INC |
| TWEET-GAROT MECHANICAL INC |
| US MECHANICAL INC |
| VENT FAB INC |
| WEIDNER'S PLUMBING & HEATING |
| WENZEL HEATING & AIR CONDITIONING (FORCED AIR INC) |
| WINONA HEATING & VENTILATION COMPANY INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |