2023-11-13T21:36:11-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 520914827 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING INDUSTRY INTE 7037397200 3180 FAIRVIEW PARK DRIVE 400 FALLS CHURCH VA 22042 DANIEL MCCALLUM EXECUTIVE DIRECTOR 7037397200 2023-11-13 1 DANIEL MCCALLUM XXX-XX-XXXX 0 KRISTIN A JACQUELIN CPA P01325865 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL MCCALLUM 3180 FAIRVIEW PARK DRIVE 400 FALLS CHURCH VA 22042 42541174 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 24 0 0 0 399800 0 13674773 13898435 3789191 1010059 58073 191259 17921837 15099753 0 0 0 0 4284102 4726889 0 0 0 6613147 8899829 10897249 13626718 7024588 1473035 68095244 60856107 875150 385846 67220094 60470261 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 10557030 14089694 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 10557030 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X PORTER POWELL 7037397001 3180 FAIRVIEW PARK DRIVE SUITE 400 FALLS CHURCH VA 22042 RANDY NOVAK CO-CHAIR 1.00 X 0 0 0 JOSEPH SELLERS CO-CHAIR 1.00 X 0 0 0 JOHN E SICKLE JR TRUSTEE 1.00 X 0 0 0 JOSEPH POWELL TRUSTEE 1.00 X 0 0 0 MATTHEW CRAMER TRUSTEE 1.00 X 0 0 0 RICHARD H WERNER TRUSTEE 1.00 X 0 0 0 JOHN ILTEN TRUSTEE 1.00 X 0 0 0 BILL KENYON TRUSTEE 1.00 X 0 0 0 DANIEL MCCALLUM EXECUTIVE DIRECTOR 40.00 X 243216 0 87040 MICHAEL T HARRIS ADMINISTRATOR 40.00 X 231664 0 84076 RONALD MCGUIRE PROGRAM DIRECTOR 40.00 X 209652 0 79908 TIMOTHY MIHALIK FIELD COORDINATOR 40.00 X 168633 0 70510 DAVID COLLINS FIELD COORDINATOR 40.00 X 168341 0 71099 CARL SIMONS FIELD COORDINATOR 40.00 X 168424 0 66238 CLIFFORD GARRISON FIELD COORDINATOR 40.00 X 168424 0 69802 1358354 0 528673 17 0 1 0 UNITED AIRLINES PO BOX 733229 DALLAS TX 753733229 TRAVEL AGENCY 396637 INTERPLAY LEARNING 1717 W 6TH ST SUITE 405 AUSTIN TX 78703 SOFTWARE LICENSES 332500 SMW NATIONAL PENSION FUND 3180 FAIRVIEW PARK DR STE 400 FALLS CHURCH VA 22042 ASA AGREEMENT 311816 DATA RESEARCH GROUP 233 E DAVIS ST SUITE 400 CULPEPER VA 22701 HELP DESK AND TECHNICAL SUPPORT 213238 IMAGINE COMMUNICATIONS 2920 N GREEN VALLEY PKWY BLDG 2 S HENDERSON ND 89014 MARKETING 179342 14 EMPLOYER CONTRIBUTIONS 900099 13789338 13789338 FEDERAL GRANTS FOR TRAINING 900099 109097 109097 13898435 1114438 1114438 27337042 27441421 -104379 -104379 -104379 OTHER REVENUE 900099 191259 191259 191259 15099753 14089694 0 1010059 645996 645996 1971499 1183711 787788 867281 614768 252513 1017992 763610 254382 224121 168503 55618 156937 27470 129467 46500 46500 277803 277803 835807 827096 8711 2412483 2233059 179424 257418 22046 235372 1660973 1499201 161772 35013 34113 900 90506 90506 108243 108243 OUTSIDE AND OTHER SERVI 2545467 2537457 8010 RETIREE HEALTH BENEFITS 239501 239501 SMW NPF SHARED ADMINSTR 233178 233178 13626718 10557030 3069688 0 8764940 4343031 30888 50574 2023014 2295233 238214 507328 91415 132133 5610803 5038217 529877 572586 56416896 52955222 68095244 60856107 685149 385846 190001 0 875150 385846 X 67220094 60470261 67220094 60470261 68095244 60856107 1473035 -8222868 0 X X 0 1 X 1 0 X 399800 399800 13652352 14417353 13449838 13674773 13898435 69092751 13652352 14417353 13449838 14074573 13898435 69492551 0 0 0 69492551 938185 1127645 1085441 1152062 1114438 5417771 938185 1127645 1085441 1152062 1114438 5417771 24041 7121 20002 58073 191259 300496 14614578 15552119 14555281 15284708 15204132 75210818 0.92400 0.93160 0.07200 0.06620 X 2117958 1939207 178751 2545723 2326888 218835 947122 772122 175000 572586 X PART X, LINE 2: ITI ADOPTED THE AUTHORITATIVE GUIDANCE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES WHICH PROVIDES CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ITI PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE PERIOD ENDED DECEMBER 31, 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. 1 X 0 0 0 0 0 0 0 0 0 DANIEL MCCALLUM EXECUTIVE DIRECTOR 211501 0 0 0 31715 0 57939 0 29101 0 330256 0 0 0 MICHAEL T HARRIS ADMINISTRATOR 199949 0 0 0 31715 0 55628 0 28448 0 315740 0 0 0 RONALD MCGUIRE PROGRAM DIRECTOR 177937 0 0 0 31715 0 51226 0 28682 0 289560 0 0 0 DAVID COLLINS FIELD COORDINATOR 136626 0 0 0 31715 0 42964 0 28135 0 239440 0 0 0 TIMOTHY MIHALIK FIELD COORDINATOR 136918 0 0 0 31715 0 43022 0 27488 0 239143 0 0 0 CLIFFORD GARRISON FIELD COORDINATOR 136709 0 0 0 31715 0 42980 0 26822 0 238226 0 0 0 CARL SIMONS FIELD COORDINATOR 136709 0 0 0 31715 0 42980 0 23258 0 234662 0 0 0 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 11B 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. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. INT'L TRAIN INSTITUTE FOR THE SHEET METAL & AC IND STAFF RET FD 3180 FAIRVIEW PARK DRIVE SUITE 400 FALLS CHURCH VA 22042 541964506 PROVIDES HEALTH BENEFITS FOR RETIRED EMPLOYEES VA 501(C)(9) INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC IND 0 NATIONAL ENERGY MANAGEMENT INSTITUTE INC 3180 FAIRVIEW PARK DRIVE SUITE 400 FALLS CHURCH VA 22042 521256545 IDENTIFY EMERGING AND EMPLOYMENT OPPORTUNITIES VA 501(C)(3) LINE 11 0 SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST 3180 FAIRVIEW PARK DRIVE SUITE 400 FALLS CHURCH VA 22042 526405006 RESEARCH, STUDY AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH VA 501(C)(3) LINE 11 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE 3180 FAIRVIEW PARK DRIVE SUITE 400 FALLS CHURCH VA 22042 521311294 TRADE ASSOCIATION VA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0