2025-11-12T13:45:52-05:00 2024-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-01-01 946138707 SHEET METAL WORKERS LOCAL 104 APPRENTICE & JOURNEYMAN TRAINING PROGRAM % TIM MYRES SHEE 5104839035 1401 GREENVILLE ROAD LIVERMORE CA 94550 RICK WERNER CHAIRMAN 5104839035 2025-11-10 true true JASMINE S BAKER P01452246 9252779100 2024 2025-03-06 01:10:19Z Rick Werner 1401 GREENVILLE ROAD LIVERMORE CA 94550 13969603 false X n/a X 1966 CA SHEET METAL WORKERS LOCAL 104 AND BAY AREA INDUSTRY TRAINING FUND IS A JOINT LABOR-MANAGEMENT TRUST DEDICATED TO PROVIDE MEN AND WOMEN OF THE SHEET METAL INDUSTRY THE 14 14 84 0 0 0 1318255 799792 8733128 7888935 371853 544099 1303115 1714357 11726351 10947183 566900 442886 0 0 6303276 6775106 0 0 0 3208756 3714632 10078932 10932624 1647419 14559 54022607 53812419 1441798 1155576 52580809 52656843 X TO FURTHER THE EDUCATION AND TRAINING OF APPRENTICES & JOURNEYPERSONS. false false 10144992 442886 9573960 EDUCATED AND TRAINED ELIGIBLE EMPLOYEES (IN NORTHERN CALIFORNIA) IN ALL PHASES OF SHEET METAL INDUSTRY. 10144992 true true false false false false false false false false true false false false true false false true true false false false false false true true false false true true false false false false false false false false true false false false true false false false false true 15 0 true 84 true false false false false false true true false false false false false false X 14 14 false false false false false false false true false false true true true true true true true false false false false CA X TIM MYRES 5104839035 1401 GREENVILLE ROAD livermore CA 94550 X TIM MYRES CO-ADMINISTRATOR 40.0 0.0 X 208376 0 140271 BEN RIVERA CO-ADMINISTRATOR 40.0 0.0 X 206013 0 140271 NATHANIEL J VENNARUCCI COORDINATOR 40.0 0.0 X 217787 0 104759 WILLIAM PICO FT INSTRUCTOR 40.0 0.0 X 208376 0 109119 BRAD DE YOUNG TRAINING COORDINATOR 40.0 0.0 X 207161 0 109119 PAUL D IRWIN CO-CHAIR/TRUSTEE 2.0 0.0 X 0 0 0 RICK WERNER CO-CHAIR/TRUSTEE 2.0 0.0 X 0 0 0 SEAN E O' DONOGHUE TRUSTEE 2.0 0.0 X 0 0 0 KEITH DIAS TRUSTEE - TERM. 06/2024 2.0 0.0 X 0 0 0 SEAN GREENWOOD TRUSTEE 2.0 0.0 X 0 0 0 CASEY VANDENHEUVEL TRUSTEE 2.0 0.0 X 0 0 0 KATHY DE JONG TRUSTEE - TERM. 08/2024 2.0 0.0 X 0 0 0 BRIAN WERNER TRUSTEE 2.0 0.0 X 0 0 0 CHARLIE THROSSEL TRUSTEE - TERM. 01/2024 2.0 0.0 X 0 0 0 BRIAN A MASTERS TRUSTEE 2.0 0.0 X 0 0 0 STAN CAPELLI TRUSTEE 2.0 0.0 X 0 0 0 JASON HUTTON TRUSTEE 2.0 0.0 X 0 0 0 SHERI LEARMONTH TRUSTEE 2.0 0.0 X 0 0 0 GARY BEERBOWER TRUSTEE - EFF. 06/2024 2.0 0.0 X 0 0 0 ANTHONY URBINA TRUSTEE - EFF. 07/2024 2.0 0.0 X 0 0 0 DUANE DAVIES TRUSTEE - EFF. 07/2024 2.0 0.0 X 0 0 0 MARK NAPIER TRUSTEE - EFF. 11/2024 2.0 0.0 X 0 0 0 1047713 0 603539 17 false true false KINETICS MECHANICAL SERVICE INC 6336 Patterson Pass Rd Suite H LIVERMORE CA 94550 Contractor 224576 1 134553 648486 16753 48674 799792 EMPLOYER CONTRIBUTIONS 900099 7720585 7720585 RENTAL INCOME 900099 168350 168350 7888935 595935 595935 0 0 0 0 0 2820545 2872381 -51836 -51836 -51836 103447 134553 103447 75924 46592 29332 0 0 0 SALE OF SUPPLIES 900099 495 495 OTHER INCOME 900099 396039 396039 COLLEGE REIMBURSEMENTS 900099 1288491 1288491 1685025 10947183 9573960 0 544099 0 442886 442886 0 0 0 0 4256374 4000992 255382 959897 902303 57594 1207215 1134782 72433 351620 330523 21097 0 80273 80273 116053 116053 0 0 29723 27940 1783 45954 43197 2757 0 80353 75532 4821 56564 53170 3394 0 1274627 1198149 76478 51259 48183 3076 0 63250 59455 3795 0 0 1308682 1230161 78521 169581 159406 10175 MISCELLANEOUS EXPENSE 6335 6335 TRAINING MATERIAL 265843 265843 INSTRUCTOR TRAINING 22888 22888 AWARDS AND SELECTION COSTS 143247 143247 10932624 10144992 787632 0 2358659 1606489 619840 763060 0 0 3236203 2692515 0 0 0 0 0 0 0 0 5536 40347 49874654 15976782 35058908 33897872 12743461 14812136 0 0 0 0 0 0 0 0 54022607 53812419 398365 181703 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1043433 973873 1441798 1155576 X 0 0 0 0 0 0 52580809 52656843 54022607 53812419 X 14559 414696 -353221 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7064000 7064000 40587180 14506161 26081019 2223474 1470621 752853 33897872 0 WITHDRAWAL LIABILITY 973873 973873 X PART X, LINE 2: THE TRUST'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN 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 CONSOLIDATED FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS AND IS CURRENTLY UNDER AUDIT BY THE DEPARTMENT OF LABOR. true true true true true true true false false false false false false false false true false true FORM 990, SCH E, PART I, LINE 3: JATC PARTICIPATED IN ITS LOCAL (COMMUNITY AND HIGH SCHOOL) AND STATEWIDE JOB FAIRS. INFORMATIONAL FLYERS WERE DISTRIBUTED AT THOSE JOB FAIRS, WHICH CONTAIN A NON-DISCRIMINATION CLAUSE. FORM 990, SCH E, PART I, LINE 6: THE ORGANIZATION RECEIVES ASSISTANCE FROM THE CALIFORNIA APPRENTICESHIP COUNCIL OF THE STATE OF CALIFORNIA AND MONTOYA FUNDS FROM THE STATE OF CALIFORNIA. GOLF TOURNAMENT 238000 134553 103447 5400 29663 45865 16871 5648 0 238000 134553 103447 5400 29663 45865 16871 5648 103447 73427 48674 415 false 73427 48674 415 49089 24338 CA true The organization holds a raffle in connection with the Golf Tournament reported in Schedule G, Part II. The prizes for the raffle were donated by an affiliated organization, International Assn. of SMART No. 104, and amounted to $48,674. false true false 1.00000 MIKE NESBITT - PRINCIPAL OFFICER 2610 CROW CANYON ROAD SAN RAMON CA 94583 false INT'L ASSN OF SMART NO 104 Mike SEE PART IV X true 66084 SCHEDULE G, PART III, LINE 9B, EXPLANATION: THE ORGANIZATION HOLDS A RAFFLE IN CONNECTION WITH THE GOLF TOURNAMENTREPORTED IN SCHEDULE G, PART II. THE PRIZES FOR THE RAFFLE WERE DONATED BY AN AFFILIATED ORGANIZATION, INTERNATIONAL ASSN. OF SMART NO. 104, AND AMOUNTED TO $48,674. true Scholarships 78 442886 0 Part I, Line 2: FOR A MECHANICAL ENGINEERING APPLICANT: MUST BE ENROLLED IN AN ABET,Inc. OR SUBSTANTIALLY EQUIVALENT MECHANICAL ENGINEERING PROGRAM AND A MEMBER IN GOOD STANDING OF THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS, IF APPLICABLE. FOR ALL OTHER APPLICANTS: MUST BE A FULL-TIME UNDERGRADUATE STUDENT AT AN ACCREDITED COLLEGE/UNIVERSITY WITH A MINIMUM GPA OF 3.0. X false false false false false false false false false BEN RIVERA CO-ADMINISTRATOR 206013 0 0 0 0 0 114362 0 25909 0 346284 0 0 0 TIM MYRES CO-ADMINISTRATOR 208376 0 0 0 0 0 114362 0 25909 0 348647 0 0 0 BRAD DE YOUNG TRAINING COORDINATOR 207161 0 0 0 0 0 83210 0 25909 0 316280 0 0 0 NATHANIEL J VENNARUCCI COORDINATOR 217787 0 0 0 0 0 78850 0 25909 0 322546 0 0 0 WILLIAM PICO FT INSTRUCTOR 208376 0 0 0 0 0 83210 0 25909 0 317495 0 0 0 X Raffle Prizes 53 48674 Cost false false false Form 990, Schedule M, Line 25, PArt I, Column (B): 1 DISNEY CRUISE $3,000.00 1 TITLEIST TSR CLUB SET: TSR DRIVER, FAIRWAY, HYBRID; T200 IRONS $2,742.13 1 TAHOE CABIN $2,721.00 1 PEBBLE BEACH GIFT CARD $2,000.00 1 TIFFANY ELSA PERETTI SINGLE DIAMOND PENDANT $1,788.19 1 SAINT LAURENT LARGE ENVELOPE CHAIN WALLET $1,723.24 1 XBOX SERIES X 1TB + DRIVING ACCESSORIES + VR PACKAGE $1,712.34 1 PS5 WITH VR2 BUNDLE + DRIVING ACCESSORIES $1,690.70 1 MACBOOK PRO LAPTOP 14-INCH 512GB $1,683.88 1 DISNEY DELUXE PACKAGE $1,500.00 1 ROYAL CARIBBEAN 7-NIGHT CRUISE FOR TWO $1,500.00 1 IPAD PRO 13-INCH WIFI $1,303.47 1 IPAD PRO 13-INCH WIFI $1,303.47 1 CHRISTIAN LOUBOUTIN MINI CABATA BAG $1,289.72 1 CACHE CREEK RESORT GOLF AND SPA PACKAGE $1,250.00 1 BALMAIN B ARMY SHOPPER BAG $1,243.26 1 SAMSUNG 85" 4K UHD LED LCD TV $1,187.11 1 VERSACE GODDESS LARGE TOTE $1,047.55 1 MACBOOK AIR LAPTOP 13-INCH $1,033.60 1 MACBOOK AIR LAPTOP 13-INCH $1,033.60 1 TAYLORMADE Qi10 SET OF IRONS $983.27 1 BLACKSTONE 36" CABINET GRIDDLE WITH AIRFRYER & COVER $974.59 1 IPAD AIR 13-INCH WIFI 128GB $815.45 1 IPAD AIR 13-INCH WIFI 128GB $815.45 1 ROUND BRILLIANT 1/2CTW VS2 I 14KT WHITE GOLD EARRINGS $812.80 1 GIANTS TIX FROM DELTA $770.00 1 META QUEST 3 512GB W/OLED DISPLAY $704.43 1 PLAYSTATION VR BUNDLE $650.27 1 STEAM DECK 512GB WITH OLED DISPLAY $598.98 1 XBOX X 1TB CONSOLE W/EXTRA CONTROLLER $596.08 1 PLAYSTATION 5 DIGITAL BUNDLE WITH EXTRA CONTROLLER $574.40 1 FERRAGAMO POUCH $548.13 1 GIVENCHY TRAVEL POUCH $506.68 1 NINTENDO SWITCH OLED BUNDLE 256GB $437.51 1 SMALL VALENTINO TOTE $433.49 1 JIMMY CHOO BEACH TOTE $419.16 1 PLAYSTATION PORTAL REMOTE PLAYER $415.83 1 GIGI NEW YORK HARPER TOTE $391.52 1 MARC JACOBS THE CAMO SNAPSHOT $363.89 1 MARC JACOBS THE BUCKET BAG $363.86 1 REBECCA MINKOFF JULIAN BACKPACK $320.59 1 REBECCA MINKOFF CROSSBODY $320.59 1 REBECCA MINKOFF CHELSEA SLING $210.04 1 COACH TIE DYE CARGO TOTE $207.28 1 MARC JACOBS THE SMALL TOTE BAG $189.67 1 TM 2024 SPIDER TOUR $344.13 1 ODYSSEY AI CRUISER PUTTER $344.13 1 SC 2022 PHANTOM X $422.78 1 ODYSSEY $393.29 1 PING PUTTER 2024 $226.14 1 ODYSSEY WHITE HOT $226.14 1 CLV HB SOFT MILLED $245.80 1 ODYSSEY ELEVEN $294.96 FORM 990, PART I, LINE 1: HIGHEST LEVEL OF TRAINING, SKILLS AND KNOWLEDGE IN THIS TRADE. FORM 990, PART VI, SECTION A, LINE 8B: TRUST DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: BEFORE FILING THE FORM 990, COPIES OF THE FORM ARE DISTRIBUTED TO TRUSTEES FOR REVIEW AND APPROVAL AT THE SCHEDULED QUARTERLY MEETING. ADDITIONAL TIME IS GIVEN FOR FURTHER REVIEW AND COMMENTS. THE TRUSTEE BODY MAKES THE MOTION TO APPROVE AND SUBMIT BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C: THE TRUSTEES REVIEW AND SIGN THE CONFLICT-OF-INTEREST POLICY ANNUALLY AT A BOARD OF TRUSTEES MEETING. TRUSTEES ARE REQUIRED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTEREST THAT COULD GIVE RISE TO A CONFLICT. IF THERE IS A CONFLICT OF INTEREST, THE CONFLICTING INTEREST IS FULLY DISCLOSED AND DOCUMENTED IN WRITING. THE TRUSTEE OR FIDUCIARY WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL INFORMATION AVAILABLE TO THE ORGANIZATION'S MEMBERS. FORM 990, PART XI, LINE 9: Net assets transferred TO SCHOLARSHIP FUND - $(353,221) FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SMW Training - Castroville LLC 1100 Commercial Pkwy Castroville CA 95012 364958767 TITLE HOLDER CA 14220 495307 SMW 104 TNG SMW Training - Fairfield LLC 4350 Central Place Suite A Fairfield CA 94534 320619989 TITLE HOLDER CA 50507 3052894 SMW 104 TNG SMW Training - San Jose LLC 2350 Lundy Pl San Jose CA 95131 384138026 TITLE HOLDER CA 49237 3386572 SMW 104 TNG SMW TRAINING - LIVERMORE LLC 1401 GREENVILLE Rd LIVERMORE CA 94550 352695388 TITLE HOLDER CA 39032 6924376 SMW 104 TNG