2024-02-14T15:31:14-06:00 2023-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-07-01 840473302 SHEET METAL & AIR CONDITIONING CONTRACTORS COLORADO CHAPTER SHEE 3038324224 1114 WEST 7TH AVENUE 250 DENVER CO 80204 NATHAN COOPER EXECUTIVE DIRECTOR 3038324224 2024-02-14 1 NATHAN COOPER 999009999 0 CHRISTOPHER FRANZ P01456588 3123680500 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAN GRADY 1114 WEST 7TH AVENUE 250 DENVER CO 80204 860173 0 X WWW.SMACNACOLORADO.ORG X 1947 CO TO PROMOTE THE SHEET METAL TRADE INDUSTRY AS A WHOLE 9 9 2 0 0 0 0 0 509100 600300 91621 68097 5 27 600726 668424 3150 3125 0 0 234326 253672 0 0 0 309038 362381 546514 619178 54212 49246 1206991 1300985 2327 4855 1204664 1296130 TO PROMOTE THE SHEET METAL AND AIR CONDITIONING INDUSTRY BY PROVIDING ADVERTISING, RESEARCH, EDUCATIONAL PROGRAMS AND SAFETY EQUIPMENT, AND TO ASSIST IN THE NEGOTIATING AND ADMINISTRATION OF COLLECTIVE BARGAINING AGREEMENTS. 0 0 TO PROMOTE THE SHEET METAL AND AIR CONDITIONING INDUSTRY BY PROVIDING ADVERTISING, RESEARCH, EDUCATIONAL PROGRAMS AND SAFETY EQUIPMENT, AND TO ASSIST IN THE NEGOTIATING AND ADMINISTRATION OF COLLECTIVE BARGAINING AGREEMENTS. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 1 0 0 1 5 0 1 2 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X NATHAN COOPER 3038324224 1114 WEST 7TH AVENUE SUITE 250 DENVER CO 80204 DAN GRADY CHAIRMAN - NEW / PRESIDENT - PAST 1.00 1.00 X X 0 0 0 DOUG BECKER PRESIDENT - NEW / VP - PAST 1.00 1.00 X X 0 0 0 SCOTT KRUM VP - NEW / SECY TRES - PAST 1.00 1.00 X X 0 0 0 GARY VENABLE DIRECTOR - NEW / CHAIRMAN - PAST 1.00 1.00 X X 0 0 0 ERNIE TRICARICO DIRECTOR 1.00 1.00 X 0 0 0 KEN STRICKLER DIRECTOR 1.00 1.00 X 0 0 0 ROY JENSEN DIRECTOR 1.00 1.00 X 0 0 0 SCOTT JONES DIRECTOR 1.00 X 0 0 0 MIKE PAULUS DIRECTOR - PAST 1.00 1.00 X 0 0 0 RYAN WAAGE DIRECTOR - NEW 1.00 1.00 X 0 0 0 NATHAN COOPER EXECUTIVE DIRECTOR 40.00 1.00 X 125067 0 29982 125067 0 29982 1 0 1 0 0 ADMINISTRATIVE SERVICE 900099 578500 578500 MEMBERSHIP DUES 900099 21000 21000 EDUCATION 900099 800 800 600300 45445 45445 214401 191749 22652 22652 22652 OTHER 900099 27 27 27 668424 600300 0 68124 3125 187500 47450 4500 14222 2277 6100 8400 11124 15600 20069 23159 13088 13620 120772 6750 5402 4294 WESTERN STATE COLLEGE O 77000 MEMBER EVENTS 20249 SPECIAL PROJECTS 9000 RECRUITMENT AND TRAININ 5218 259 619178 20732 27472 27724 1843 125000 33390 35253 38654 23105 20951 15549 1058917 1051966 45277 43902 1206991 1300985 2327 4855 2327 4855 X 1204664 1296130 1204664 1296130 1206991 1300985 49246 42220 0 X X 1 X 0 1 0 0 3125 3125 0 DEMOCRATIC GOVERNORS' ASSOCIATION 1225 EYE ST NW STE 1100 WASHINGTON DC 20005 521304889 3125 0 0 0 21000 8400 600 9000 9450 -450 PART I-A, LINE 1: THE ASSOCIATION UTILIZES A CONSULTANT TO ADVISE ON POLITICAL MATTERS AND TO DIRECTLY LOBBY FOR ISSUES DIRECTLY EFFECTING THE SHEET METAL AND AIR CONDITIONING INDUSTRY WITHIN COLORADO. 16995 16607 388 21659 6498 15161 15549 X PART X, LINE 2: THE ASSOCIATION IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 NATHAN COOPER EXECUTIVE DIRECTOR 105067 0 20000 0 0 0 29982 0 0 0 155049 0 0 0 COLORADO SHEET METAL WORKERS LOCAL 9 HEALTH FUND COMMON GOVERNANCE PROVIDE SHORT TERM FUNDING FOR THE PAID SICK LEAVE BENEFIT X 125000 125000 0 1 1 125000 COLORADO SHEET METAL INDUSTRY FUND COMMON TRUSTEES AND OFFICERS 578500 THE COLORADO SHEET METAL INDUSTRY FUND (THE FUND) SHARES COMMON ADMINISTRATIVE STAFF AND FACILITIES WITH SHEET METAL AND AIR CONDITIONING CONTRACTORS COLORADO CHAPTER (THE ASSOCIATION). THE FUND PROVIDES PROGRAM AND ADMINISTRATIVE SERVICES TO THE ASSOCIATION BASED ON BUDGETED AMOUNTS APPROVED BY THE ASSOCIATION AND THE FUND. DURING THE YEAR ENDED JUNE 30, 2023, THE FOLLOWING MEMBERS OF THE BOARD OF DIRECTORS ALSO SERVED AS TRUSTEES ON THE BOARD OF TRUSTEES OF THE COLORADO SHEET METAL INDUSTRY FUND: GARY VENABLE, ROY JENSEN, ERNIE TRICARICO, MIKE PAULUS, DAN GRADY, DOUG BECKER, KEN STRICKLER, RYAN WAAGE AND SCOTT KRUM. ADDITIONALLY, NATHAN COOPER SERVED AS AN OFFICER TO BOTH ORGANIZATIONS. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES WHICH COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH FORMS ARE REVIEWED BY THE APPROPRIATE OFFICERS AND ADDRESSED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND SETS THE COMPENSATION FOR TOP MANAGEMENT OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS WHICH ARE REQUIRED TO BE DISCLOSED ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD SHEET METAL AND AIR CONDITIONING CONTRACTORS COLORADO CHAPTER MAINTAINS THEIR BOOKS AND RECORDS USING THE MODIFIED CASH BASIS OF ACCOUNTING. THE MODIFIED CASH BASIS OF ACCOUNTING IS CONSIDERED AN OTHER COMPREHENSIVE BASIS OF ACCOUNTING. COLORADO SHEET METAL INDUSTRY FUND 1114 WEST 7TH AVENUE SUITE 250 DENVER CO 80204 840567116 TO PROMOTE THE SHEET METAL TRADE INDUSTRY AS A WHOLE CO 501(C)(6) SHEET METAL AND AIR CONDITIONING CONTRACTORS NATIONAL ASSOCIATION COLORADO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0