2023-09-14T11:36:56-05:00 2022-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-01-01 411515215 METROPOLITAN SHEET METAL JOURNEYMAN AND APPRENTICE TRAINING TRUST FUND METR 6517796264 3554 WHITE BEAR AVENUE NORTH WHITE BEAR LAKE MN 55110 MATTHEW FAIRBANKS CHAIRMAN 6517796264 2023-09-06 1 MATTHEW FAIRBANKS 999009999 0 JACOB D EKLUND P01455813 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW FAIRBANKS 3554 WHITE BEAR AVENUE NORTH WHITE BEAR LAKE MN 55110 2175038 0 X WWW.SMW10.ORG/TRAINING.HTM X 1995 MN TRAINING PROGRAMS FOR SHEET METAL WORKERS 10 9 25 0 0 0 262800 0 1942687 1873409 12747 22507 0 3331 2218234 1899247 0 0 0 0 1275878 1094041 0 0 0 593183 599197 1869061 1693238 349173 206009 6587628 6518542 1269104 1005649 5318524 5512893 TO PROVIDE TRAINING FOR JOURNEYMEN, APPRENTICES, AND OTHERS WORKING IN THE SHEET METAL WORKERS PROFESSION. 0 0 1673124 1876740 TO FORMULATE AN APPRENTICESHIP PROGRAM FOR THE TRAINING AND EDUCATION OF APPRENTICES, INCLUDING ALL NECESSARY RULES AND REGULATIONS GOVERNING THE ELIGIBILITY, REGISTRATION, EDUCATION, TRANSFER, WAGES, HOURS AND WORKING CONDITIONS OF APPRENTICES. 1673124 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 25 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 1 1 1 0 0 MN X CORY NELSON 6517796264 3554 WHITE BEAR AVENUE NORTH WHITE BEAR LAKE MN 55110 JOHN QUARNSTROM SECRETARY 2.00 X 0 0 0 BRADLEY KATH TRUSTEE 2.00 X 1401 0 0 MATTHEW FAIRBANKS CHAIRMAN 2.00 X 0 0 0 JOHN CHASE TRUSTEE 2.00 X 0 0 0 BLAKE PARSONS TRUSTEE 2.00 X 0 0 0 MICHAEL MCGRATH TRUSTEE 2.00 X 0 0 0 ERIC OLSON TRUSTEE 2.00 X 0 0 0 DAVE VOGEL TRUSTEE 2.00 X 0 0 0 MIKE GIBBONS TRUSTEE 2.00 X 0 0 0 JASON DAMMAN TRUSTEE 2.00 X 0 0 0 JOE ALBERS TRUSTEE - PAST 2.00 X 0 0 0 CORY NELSON TRAINING COORDINATOR 55.00 X 110589 0 79187 DONAVEN CHASE INSTRUCTOR 55.00 X 112158 0 85846 RICHARD VENTRELLI INSTRUCTOR 55.00 X 107733 0 82764 331881 0 247797 3 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 1627994 1627994 TUITION RECEIVED 900099 112181 112181 TRAINING REIMBURSEMENT 900099 95122 95122 SALE OF SUPPLIES 900099 25296 25296 ABSENCE ASSESSMENT 900099 9800 9800 3016 3016 1873409 25298 25298 273000 275791 -2791 -2791 -2791 CLASS FEES 900099 2956 2956 TIMESHEET PENALTY 900099 375 375 3331 1899247 1876740 0 22507 1401 1401 655386 655386 262103 262103 122288 122288 52863 52863 7614 7614 12500 12500 8844 8844 43490 43490 24615 24615 123949 123949 4281 4281 24686 24686 11995 11995 183787 183787 36997 36997 TRAINING MATERIALS 93713 93713 GRADUATION 15126 15126 CONTESTS 7580 7580 SERVICE CHARGES 20 20 1693238 1673124 20114 0 2380412 2465326 143273 133873 29913 39633 6378366 2668552 3852967 3709814 181063 169896 6587628 6518542 83146 65810 461458 333969 724500 605870 1269104 1005649 X 0 0 0 0 5318524 5512893 5318524 5512893 6587628 6518542 206009 -11640 0 X 0 1 X 1 0 X 750000 750000 5180107 2341264 2838843 365718 270129 95589 82541 57159 25382 3709814 TUITION REIMBURSEMENT TO MEMBER 605870 605870 X 1887607 -11640 -11640 1899247 0 1899247 1693238 0 1693238 0 1693238 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE TRAINING FUND PUBLISHES A NOTICE OF ITS RACIALLY NONDISCRIMINATORY POLICY IN THE STAR TRIBUNE, WHICH IS A NEWSPAPER OF GENERAL CIRCULATION THAT SERVES ALL RACIAL SEGMENTS OF THE COMMUNITY. THE NOTICE IS REPEATED AT LEAST ONCE ANNUALLY DURING THE PERIOD OF THE TRAINING FUND'S SOLICITATION FOR STUDENTS. IN ADDITION TO THIS, A TWICE-YEARLY MAILING GOES OUT TO APPROXIMATELY FIFTY COMMUNITY AND EMPLOYMENT ORGANIZATIONS AND ENTITIES NOTIFYING THEM OF ENTRY POINTS INTO THE APPRENTICESHIP TRAINING PROGRAM AND THAT THE TRAINING FUND IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. SCHEDULE E, PART I, LINE 6 THE FUND RECEIVES GOVERNMENT FINANCIAL AID FROM THE MINNESOTA GI BILL PROGRAM. 0 0 0 0 0 0 0 0 0 DONAVEN CHASE INSTRUCTOR 112158 0 0 0 0 0 61041 0 24805 0 198004 0 0 0 RICHARD VENTRELLI INSTRUCTOR 107733 0 0 0 0 0 59014 0 23750 0 190497 0 0 0 CORY NELSON TRAINING COORDINATOR 110589 0 0 0 0 0 56807 0 22380 0 189776 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A EMPLOYER TRUSTEES ARE DESIGNATED BY SHEET METAL, AIR CONDITIONING AND ROOFING CONTRACTORS ASSOCIATION, INC. AND UNION TRUSTEES ARE DESIGNATED BY INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL, AND TRANSPORTATION WORKERS LOCAL UNION #10. 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, REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A THE TRAINING COORDINATOR'S SALARY FOLLOWS THE LOCAL UNION CONTRACT FOR A GENERAL FOREMAN. FORM 990, PART VI, SECTION C, LINE 19 THE TRAINING FUND MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO PARTICIPANTS. THESE DOCUMENTS CAN BE REVIEWED UPON REQUEST AT THE FUND'S OFFICE IN WHITE BEAR LAKE, MN.