2025-11-14T09:04:44-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 521311294 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE NATI 7037397200 3180 FAIRVIEW PARK DRIVE 400 FALLS CHURCH VA 22042 CRAIG REEHTEN ADMINISTRATOR 7037397200 2025-11-14 1 0 JAMES POULOS P01508663 2023319880 2025-11-14 2024 2025-03-06 01:10:19Z NATIONAL ENERGY MANAGEMENT INSTITUTE CRAIG REEHTEN 3180 FAIRVIEW PARK DRIVE 400 FALLS CHURCH VA 22042 8018266 0 X N/A X 1983 VA TO IDENTIFY EMERGING MARKETS AND EMPLOYMENT OPPORTUNITIES RELATED TO THE SHEET METAL AND AIR CONDITIONING INDUSTRY AND DEVELOP PROGRAMS TO CAPITALIZE ON THEM. 4 4 11 0 0 0 0 0 3608214 3794652 354852 620035 4987 0 3968053 4414687 0 0 0 0 2077324 2425939 0 0 0 1434264 1707622 3511588 4133561 456465 281126 10919016 11830242 150285 173696 10768731 11656546 TO IDENTIFY EMERGING MARKETS AND EMPLOYMENT OPPORTUNITIES RELATED TO THE SHEET METAL AND AIR CONDITIONING INDUSTRY AND DEVELOP PROGRAMS TO CAPITALIZE ON THEM. 0 0 THE STUDY AND EXPLORATION OF WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE SHEET METAL INDUSTRY. THE DEVELOPMENT OF TRAINING MATERIALS AND OTHER INSTRUCTIONAL AIDS FOR USE IN TRAINING INDIVIDUALS IN THE ART AND SCIENCE OF ENERGY AUDITING AND GREEN RELATED INDUSTRIES. 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 1 0 0 1 31 0 1 11 1 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 SUITE 400 FALLS CHURCH VA 22042 JERRY HOVARTER TRUSTEE 1.00 X 0 0 0 JOSHUA MONAHAN TRUSTEE 1.00 X 0 0 0 JOHN MOHS CO-CHAIR 1.00 X 0 0 0 ARTHUR TOLENTINO CO-CHAIR 1.00 X 0 0 0 MELISSA DAVIS ADMINISTRATOR 40.00 X 279068 0 80483 VINCENTE ALVARADO FIELD STAFF 40.00 X 191847 0 57825 CASSANDRA L KLINE DIRECTOR OF CERTIFICATION 40.00 X 249539 0 65754 JOSHUA HUNTER FIELD STAFF 40.00 X 191242 0 62107 JOSEPH PICKENS PROGRAM ADMINISTRATOR 40.00 X 171297 0 52714 JEREMY ZEEDYK FIELD STAFF 40.00 X 151283 0 58691 1234276 0 377574 8 0 1 0 INTERNATIONAL TRAINING INSTITUTE FOR THE 3180 FAIRVIEW PARK DR STE 400 FALLS CHURCH VA 22042 ADMIN. SERVICES AGREEMENT 287891 SMW NATIONAL PENSION FUND 3180 FAIRVIEW PARK DR STE 400 FALLS CHURCH VA 22042 ADMIN. SERVICES AGREEMENT 180247 IMAGINE COMMUNICATIONS 2260 MANOSQUE LANE HENDERSON NV 89044 MARKETING 102585 3 EMPLOYER CONTRIBUTIONS 900099 3768923 3768923 TABB INCOME 900099 25729 25729 3794652 272880 272880 3950734 3603579 347155 347155 347155 4414687 3794652 0 620035 359551 1086735 349809 513540 116304 143845 32800 46642 290063 189208 82209 71369 535007 17348 5022 41158 NPF SHARED ADMIN SERVIC 127157 RETIREE HEALTH BENEFITS 102791 OTHER PROGRAMS / OUTSID 21235 1768 4133561 846838 717267 373100 351835 57773 55786 138583 126015 17590 12568 9486570 10551466 137145 141320 10919016 11830242 64582 93173 85703 80523 150285 173696 X 10768731 11656546 10768731 11656546 10919016 11830242 281126 606689 0 X X 0 1 X 1 0 138583 126015 12568 12568 DUE TO AFFILIATED ORGANIZATIONS 80523 80523 X 4020890 -347155 -347155 4368045 46642 46642 4414687 4086919 0 4086919 46642 46642 4133561 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT NEMIC IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH NEMIC FILES RETURNS. NEMIC 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. NEMIC 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 2D - OTHER ADJUSTMENTS: REALIZED (GAIN) LOSS ON INVESTMENTS -347,155. X 1 1 X 0 0 0 MELISSA DAVIS ADMINISTRATOR 204893 0 0 0 74175 0 56658 0 23825 0 359551 0 0 0 CASSANDRA L KLINE DIRECTOR OF CERTIFICATION 176768 0 0 0 72771 0 51034 0 14720 0 315293 0 0 0 JOSHUA HUNTER FIELD STAFF 150717 0 0 0 40525 0 45821 0 16286 0 253349 0 0 0 VINCENTE ALVARADO FIELD STAFF 151322 0 0 0 40525 0 45924 0 11901 0 249672 0 0 0 JOSEPH PICKENS PROGRAM ADMINISTRATOR 126403 0 0 0 44894 0 37040 0 15674 0 224011 0 0 0 JEREMY ZEEDYK FIELD STAFF 120433 0 0 0 30850 0 34588 0 24103 0 209974 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 TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST ACKNOWLEDGMENT AND DISCLOSURE FORM 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 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 11 0 SHEET METAL OCCUPATIONAL HEALTH INDUSTRY TRUST INC 3180 FAIRVIEW PARK DRIVE FALLS CHURCH VA 22042 526405006 RESEARCH, STUDY AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH VA 501(C)(3) LINE 11 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 IND P 287891 FMV