2025-11-07T09:46:51-06:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 941563351 HEAT & FROST INSULATORS & ALLIED WORKERS OF NOR CAL & LOCAL # 16 APPRENTICE TRAINING % BENESYS ADMINISTRATORS HEAT 7077480160 3801 PARK ROAD BENICIA CA 94510 CHRIS GREANEY CO-CHAIRPERSON 9252779100 2025-11-06 true true JESSICA R ROSTER P01317380 9252779100 2024 2025-03-06 01:10:19Z CHRIS GREANEY 3801 PARK ROAD BENICIA CA 94510 1520872 false X N/A X 1961 CA PROVIDE TRAINING AND PROMOTE THE INSULATION INDUSTRY. 6 6 14 0 0 0 395010 7550 1605526 1505405 547 651 9675 7266 2010758 1520872 0 0 0 0 1083833 1115161 0 0 0 594895 522063 1678728 1637224 332030 -116352 1218085 1096480 138457 133204 1079628 963276 X TO PROVIDE TRAINING TO EMPLOYEES OF PARTICIPATING EMPLOYERS AND TO PROMOTE THE INSULATION INDUSTRY. false false PROVIDED TRAINING TO EMPLOYEES OF PARTICIPATING EMPLOYERS. false true false false false false false false false true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false true 7 0 true 14 true false false false false false false false false X 6 6 false true false false false false false true false false false true true true true true true true true false CA X BENESYS ADMINISTRATORS 9253987060 7180 KOLL CENTER PARKWAY SUITE 200 Pleasanton CA 94566 JONATHAN BLAINE TRAINING COORDINATOR 40.0 0.0 X 171499 0 114889 DARRELL REDDICK INSTRUCTOR 40.0 0.0 X 171799 0 110728 WILLIAM HAMMAN INSTRUCTOR 40.0 0.0 X 119898 0 93392 CHRIS GREANEY CO-CHAIRPERSON 0.5 0.0 X X 0 0 0 Archie Daubin CO-CHAIRPERSON 0.5 0.0 X X 0 0 0 Rory mcdonnell Trustee 0.5 0.0 X 0 0 0 CRAIG ROSSI Trustee 0.5 0.0 X 0 0 0 Josh Pereira TRUSTEE - EFF. 1/2024 0.5 0.0 X 0 0 0 Mark Plubell Trustee 0.5 0.0 X 0 0 0 BILL HODGES TRUSTEE - TERM. 1/2024 0.5 0.0 X 0 0 0 463196 0 319009 3 false true false 0 7550 7550 EMPLOYER CONTRIBUTIONS 900999 1371672 1371672 COMMUNITY COLLEGE REIMBURSEMENT 900999 133733 133733 1505405 651 651 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REIMBURSED EXPENSES 900999 6166 6166 MISCELLANEOUS INCOME 900999 1100 1100 7266 1520872 1512671 0 651 0 0 0 0 0 0 696230 211132 157400 50399 15426 17538 33438 0 0 0 10000 0 89071 0 0 118070 47954 0 11630 0 98886 21377 17018 INSTRUCTIONAL MATERIALS 37828 TRAINING EXPENSE 3827 1637224 889485 809578 17989 18640 68609 65518 122530 105596 0 0 0 0 0 0 0 0 6039 5091 533369 441312 113433 92057 0 0 0 0 0 0 0 0 0 0 1218085 1096480 138457 133204 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 138457 133204 X 0 0 0 0 1079628 963276 1079628 963276 1218085 1096480 -116352 X X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 553369 441312 92057 92057 0 0 X 1520872 1520872 1520872 1637224 1637224 1637224 Part X, Line 2: THE TRUST HAS ANALYZED THE TAX POSITIONS BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X false false false JONATHAN BLAINE TRAINING COORDINATOR 171499 0 0 0 0 0 72718 0 42171 0 286388 0 0 0 WILLIAM HAMMAN INSTRUCTOR 119898 0 0 0 0 0 63666 0 29726 0 213290 0 0 0 DARRELL REDDICK INSTRUCTOR 171799 0 0 0 0 0 72718 0 38010 0 282527 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE BOARD OF TRUSTEES HAS CONTRACTED WITH BENESYS ADMINISTRATORS TO PROVIDE RECORDKEEPING SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES FOR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C: ALL TRUSTEES OF THE ORGANIZATION HAVE RESPONSIBILITIES TO DISCLOSE ANY CONFLICT OF INTEREST ON AN ANNUAL BASIS. THE TRAINING COORDINATOR AND CHAIRMAN ARE RESPONSIBLE FOR MONITORING THE CONFLICT-OF-INTEREST POLICY AND RESOLUTION OF ANY CONFLICTS. IF THE TRAINING COORDINATOR OR CHAIRMAN HAS REASONABLE CAUSE TO BELIEVE A TRUSTEE, OFFICER, OR MANAGEMENT EMPLOYEE HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THE INDIVIDUAL WILL HAVE THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF DETERMINED THAT THE INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15: COMPENSATION FOR THE TRAINING COORDINATOR IS SET FORTH IN THE COLLECTIVE BARGAINING AGREEMENT. THE WAGE RATES PER THE COLLECTIVE BARGAINING AGREEMENTS FOR THE TRAINING COORDINATOR ARE REVIEWED AND APPROVED BY THE TRUSTEES AS SET FORTH IN THE EMPLOYMENT AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.