2025-11-03T13:26:27-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 526405006 SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST INC SHEE 7037397130 3180 FAIRVIEW PARK DRIVE 400 FALLS CHURCH VA 22042 ALDO ZAMBETTI ADMINISTRATOR 7037397130 2025-11-03 1 0 JAMES POULOS P01508663 2023319880 2025-10-24 2024 2025-03-06 01:10:19Z ALDO ZAMBETTI 3180 FAIRVIEW PARK DRIVE 400 FALLS CHURCH VA 22042 11096789 0 X WWW.SMOHIT.ORG X 1989 VA TO RESEARCH, STUDY, AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH ISSUES IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY INCLUDING ASBESTOS EXPOSURE, HAZARDOUS MATERIALS, FALLS, WELDING SAFETY, AND NOISE, AND TO PROVIDE MEDICAL SCREENING AND CONSULTATION TO MEMBERS. 4 4 5 0 0 0 0 0 2415960 2636632 781638 1458488 0 0 3197598 4095120 0 0 0 0 1010932 1359988 0 0 0 1830300 2444968 2841232 3804956 356366 290164 18127000 18951243 142322 206422 17984678 18744821 TO RESEARCH, STUDY, AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH ISSUES IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY INCLUDING ASBESTOS EXPOSURE, HAZARDOUS MATERIALS, FALLS, WELDING SAFETY, AND NOISE, AND TO PROVIDE MEDICAL SCREENING AND CONSULTATION TO MEMBERS. 0 0 3238969 2636632 TO RESEARCH, STUDY, AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH ISSUES IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY INCLUDING ASBESTOS EXPOSURE, HAZARDOUS MATERIALS, FALLS, WELDING SAFETY, AND NOISE, AND TO PROVIDE MEDICAL SCREENING AND CONSULTATION TO MEMBERS. 3238969 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 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 14 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X PORTER POWELL 7037397039 3180 FAIRVIEW PARK DRIVE FALLS CHURCH VA 22042 DANIEL VILLARRUEL DIRECTOR 1.00 X 0 0 0 MATT HILDRETH DIRECTOR 1.00 X 0 0 0 KEVIN JONES CO-CHAIR 1.00 X 0 0 0 JAMES C HALL CO-CHAIR 1.00 X 0 0 0 ALDO ZAMBETTI ADMINISTRATOR 40.00 X 277532 0 83588 JEFFREY B BRADLEY PROGRAM DIRECTOR 40.00 X 240853 0 73126 EDMUND ROBISON FIELD STAFF 40.00 X 191337 0 72163 709722 0 228877 3 0 1 0 CORT CONSULTING PO BOX 125 11830 N 75TH STREET HYGIENE CO 80533 CONSULTING 368000 INTERNATIONAL TRAINING INSTUTUTE FOR THE 3180 FAIRVIEW PARK DR STE 400 FALLS CHURCH VA 22042 ADMIN. SERVICES AGREEMENT 271045 SMART 1750 NEW YORK AVE NW 6TH FL WASHINGTON DC 20006 ADMIN. SERVICES AGREEMENT 266017 IMAGINE COMMUNICATIONS INC 2260 MANOSQUE LANE HENDERSON NV 89044 MARKETING 171949 SMW NATIONAL PENSION FUND 3180 FAIRVIEW PARK DR STE 400 FALLS CHURCH VA 22042 ADMIN. SERVICES AGREEMENT 146166 5 EMPLOYER CONTRIBUTIONS 900099 2538852 2538852 SMART MAP CANADA REIMBURSEMENT 900099 97780 97780 2636632 519525 519525 7940632 7001669 938963 938963 938963 4095120 2636632 0 1458488 X 361120 347212 13908 549625 528457 21168 146478 140837 5641 246577 237079 9498 56188 54024 2164 55673 6920 48753 29200 29200 87595 87595 1126234 1118371 7863 208170 175327 32843 35002 35002 65108 65108 697824 630742 67082 34793 34793 NPF SHARED ADMIN SERVIC 96239 96239 RETIREE HEALTH BENEFITS 9130 9130 3804956 3238969 565987 0 683160 715364 252038 238849 30274 51997 3183143 3170757 17213 12386 17075020 17850136 69295 82511 18127000 18951243 106160 136034 36162 70388 142322 206422 X 17984678 18744821 17984678 18744821 18127000 18951243 290164 469979 0 X X 0 1 X 1 0 X 2234136 2249677 2341356 2415960 2636632 11877761 2234136 2249677 2341356 2415960 2636632 11877761 0 0 0 11877761 271920 298184 294197 404006 519525 1787832 271920 298184 294197 404006 519525 1787832 2506056 2547861 2635553 2819966 3156157 13665593 0.86920 0.87890 0.13080 0.12110 X 110022 110022 0 3073121 3060735 12386 12386 DUE TO AFFILIATES 70388 70388 X 3068562 0 3068562 87595 938963 1026558 4095120 3717361 0 3717361 87595 87595 3804956 PART X, LINE 2: SMOHIT 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. SMOHIT PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE PERIOD ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN (LOSS) ON SALE OF INVESTMENTS 938,963. X 1 0 X 0 0 0 0 0 0 0 0 0 ALDO ZAMBETTI ADMINISTRATOR 203357 0 0 0 74175 0 56331 0 27257 0 361120 0 0 0 JEFFREY B BRADLEY PROGRAM DIRECTOR 180722 0 0 0 60131 0 50617 0 22509 0 313979 0 0 0 EDMUND ROBISON FIELD STAFF 150812 0 0 0 40525 0 45837 0 26326 0 263500 0 0 0 PART I, LINE 1A HOUSING ALLOWANCES ARE PROVIDED TO SELECT EMPLOYEES THAT WORK AT THE ORGANIZATION'S HEADQUARTERS. ALL HOUSING ALLOWANCES ARE APPROVED BY THE BOARD OF TRUSTEES. 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 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 872,694. MANAGEMENT AND GENERAL EXPENSES 7,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 880,194. OTHER OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 245,677. MANAGEMENT AND GENERAL EXPENSES 363. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 246,040. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS. INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC IND 3180 FAIRVIEW PARK DRIVE FALLS CHURCH VA 22042 520914827 PROVIDE EDUCATION AND TRAINING FOR APPRENTICES AND JOURNEY PERSONS VA 501(C)(3) LINE 10 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE 3180 FAIRVIEW PARK DRIVE 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 1 0 0 0 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC INDUSTRY P 271045 FMV