INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC INDUSTRY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC INDUSTRY (EIN 52-0914827)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202213119349302026
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T17:41:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520914827 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL TRAINING INSTITUTE FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | SHEET METAL & AIR CONDITIONING INDUSTRY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 7037397200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 FAIRVIEW PARK DRIVE 400 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL MCCALLUM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7037397200 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | MCCALLUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT E HALLBERG CPA | PreparerPersonNm |
| PTIN | P01081188 | PTIN |
| Phone | 2023319880 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 FAIRVIEW PARK DRIVE 400 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,236,456 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHEETMETAL-ITI.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $399,800 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,449,838 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,674,773 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,616,073 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,789,191 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,002 | PYOtherRevenueAmt |
| CY Other Revenue | $58,073 | CYOtherRevenueAmt |
| PY Total Revenue | $16,085,913 | PYTotalRevenueAmt |
| CY Total Revenue | $17,921,837 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,262,562 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,284,102 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,584,206 | PYOtherExpensesAmt |
| CY Other Expenses | $6,613,147 | CYOtherExpensesAmt |
| PY Total Expenses | $10,846,768 | PYTotalExpensesAmt |
| CY Total Expenses | $10,897,249 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,239,145 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,024,588 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,104,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,095,244 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $440,925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $875,150 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,663,332 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,220,094 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,943,268 | ExpenseAmt |
| Revenue | $13,732,846 | RevenueAmt |
| Desc | TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. | Desc |
| Total Program Service Expenses | $7,943,268 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM MYERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7037397001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3180 FAIRVIEW PARK DRIVE SUITE 400 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22042 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RANDY NOVAK | |||||||
| CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH SELLERS | |||||||
| CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN E SICKLE JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH POWELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW CRAMER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD H WERNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ILTEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL KENYON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL MCCALLUM | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $240,222 | $0 | $85,273 | Yes (X) | ||
| MICHAEL T HARRIS | |||||||
| ADMINISTRATOR | 40.00 | $219,287 | $0 | $82,949 | Yes (X) | ||
| RONALD MCGUIRE | |||||||
| PROGRAM DIRECTOR | 40.00 | $196,601 | $0 | $78,164 | Yes (X) | ||
| TIMOTHY MIHALIK | |||||||
| FIELD COORDINATOR | 40.00 | $167,152 | $0 | $69,779 | Yes (X) | ||
| LEONARD LIEBERT | |||||||
| FIELD COORDINATOR | 40.00 | $167,152 | $0 | $63,033 | Yes (X) | ||
| JAMES SHOULDERS | |||||||
| FIELD COORDINATOR | 40.00 | $166,948 | $0 | $69,636 | Yes (X) | ||
| CLIFFORD GARRISON | |||||||
| FIELD COORDINATOR | 40.00 | $166,948 | $0 | $69,002 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,324,310 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $517,836 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CDW DIRECT LLC | |||||
| PO BOX 75723 | CHICAGO | IL | 60675 | TECHNOLOGY SOLUTIONS AND EQUIPMENT | $654,156 |
| MOSAIC LEARNING INC | |||||
| 7055 SAMUEL MORSE DRIVE SUITE 210 | COLUMBIA | MD | 21046 | SOFTWARE AND E-LEARNING SERVICES | $399,959 |
| SMW NATIONAL PENSION FUND | |||||
| 3180 FAIRVIEW PARK DRIVE SUITE 400 | FALLS CHURCH | VA | 22042 | ASA AGREEMENT | $315,390 |
| INTERPLAY LEARNING | |||||
| 3500 JEFFERSON ST SUITE 206 | AUSTIN | TX | 78731 | ONLINE AND VR TRAINING | $305,000 |
| TRIMBLE INC | |||||
| 935 STEWART DRIVE | SUNYVALE | CA | 94085 | SOFTWARE, HARDWARE AND TECH SERVICES | $269,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $399,800 | GovernmentGrantsAmt |
| Total Contributions | $399,800 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $13,530,800 | $13,530,800 |
| FEDERAL GRANTS FOR TRAINING | 900099 | $143,973 | $143,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,674,773 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,152,062 | TotalRevenueColumnAmt |
| Exclusion | $1,152,062 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,951,748 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,314,619 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,637,129 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,637,129 | TotalRevenueColumnAmt |
| Exclusion | $2,637,129 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $58,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,073 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $58,073 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,921,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,732,846 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,789,191 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,732 | TotalAmt |
| Program Services | $627,732 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,652,792 | TotalAmt |
| Program Services | $982,036 | ProgramServicesAmt |
| Management And General | $670,756 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,089 | TotalAmt |
| Program Services | $551,940 | ProgramServicesAmt |
| Management And General | $219,149 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,691 | TotalAmt |
| Program Services | $809,676 | ProgramServicesAmt |
| Management And General | $222,015 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,798 | TotalAmt |
| Program Services | $145,975 | ProgramServicesAmt |
| Management And General | $54,823 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,831 | TotalAmt |
| Management And General | $70,831 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,400 | TotalAmt |
| Management And General | $45,400 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,564 | TotalAmt |
| Management And General | $476,564 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,039,109 | TotalAmt |
| Program Services | $1,018,739 | ProgramServicesAmt |
| Management And General | $20,370 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,602 | TotalAmt |
| Program Services | $1,682,671 | ProgramServicesAmt |
| Management And General | $114,931 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,456 | TotalAmt |
| Program Services | $24,943 | ProgramServicesAmt |
| Management And General | $155,513 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,195 | TotalAmt |
| Program Services | $164,220 | ProgramServicesAmt |
| Management And General | $135,975 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,953 | TotalAmt |
| Program Services | $36,458 | ProgramServicesAmt |
| Management And General | $2,495 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,123 | TotalAmt |
| Management And General | $103,123 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,219 | TotalAmt |
| Management And General | $109,219 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OUTSIDE AND OTHER SERVI | $1,908,378 | $1,898,878 | $9,500 |
| RETIREE HEALTH BENEFITS | $302,602 | $302,602 | |
| SMW NPF SHARED ADMINSTR | $240,715 | $240,715 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,897,249 | TotalAmt |
| Program Services | $7,943,268 | ProgramServicesAmt |
| Management And General | $2,953,981 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,168,990 | BOYAmt |
| EOY | $8,764,940 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,802 | BOYAmt |
| EOY | $30,888 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,916,045 | BOYAmt |
| EOY | $2,023,014 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,467 | BOYAmt |
| EOY | $238,214 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,259 | BOYAmt |
| EOY | $91,415 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,477,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,947,711 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,778 | BOYAmt |
| EOY | $529,877 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,073,916 | BOYAmt |
| EOY | $56,416,896 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,104,257 | BOYAmt |
| EOY | $68,095,244 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,865 | BOYAmt |
| EOY | $685,149 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,060 | BOYAmt |
| EOY | $190,001 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,925 | BOYAmt |
| EOY | $875,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,663,332 | BOYAmt |
| EOY | $67,220,094 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,663,332 | BOYAmt |
| EOY | $67,220,094 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,104,257 | BOYAmt |
| EOY | $68,095,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,024,588 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,931,974 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$399,800 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $399,800 | CurrentTaxYearAmt |
| Total | $399,800 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,034,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,652,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,417,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,449,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,674,773 | CurrentTaxYearAmt |
| Total | $68,229,167 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,034,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,652,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,417,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,449,838 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,074,573 | CurrentTaxYearAmt |
| Total | $68,628,967 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $68,628,967 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $577,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $938,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,127,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,085,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,152,062 | CurrentTaxYearAmt |
| Total | $4,880,443 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $577,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $938,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,127,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,085,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,152,062 | CurrentTaxYearAmt |
| Total | $4,880,443 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,073 | CurrentTaxYearAmt |
| Total | $160,131 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,662,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,614,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,552,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,555,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,284,708 | CurrentTaxYearAmt |
| Total | $73,669,541 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93160 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93890 | PublicSupportPY509Pct |
| Investment Income CY | 0.06620 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,117,958 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,909,037 | DepreciationAmt |
| Book Value | $208,921 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,412,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,266,552 | DepreciationAmt |
| Book Value | $145,956 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $947,122 | OtherCostOrOtherBasisAmt |
| Depreciation | $772,122 | DepreciationAmt |
| Book Value | $175,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $529,877 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $190,001 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $190,001 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ITI 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. ITI PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE PERIOD ENDED DECEMBER 31, 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL MCCALLUM | ||||||||||||||
| EXECUTIVE DIRECTOR | $209,279 | $0 | $0 | $0 | $30,943 | $0 | $56,849 | $0 | $28,424 | $0 | $325,495 | $0 | $0 | $0 |
| MICHAEL T HARRIS | ||||||||||||||
| ADMINISTRATOR | $188,344 | $0 | $0 | $0 | $30,943 | $0 | $52,662 | $0 | $30,287 | $0 | $302,236 | $0 | $0 | $0 |
| RONALD MCGUIRE | ||||||||||||||
| PROGRAM DIRECTOR | $165,658 | $0 | $0 | $0 | $30,943 | $0 | $48,125 | $0 | $30,039 | $0 | $274,765 | $0 | $0 | $0 |
| TIMOTHY MIHALIK | ||||||||||||||
| FIELD COORDINATOR | $136,209 | $0 | $0 | $0 | $30,943 | $0 | $42,235 | $0 | $27,544 | $0 | $236,931 | $0 | $0 | $0 |
| JAMES SHOULDERS | ||||||||||||||
| FIELD COORDINATOR | $136,005 | $0 | $0 | $0 | $30,943 | $0 | $42,195 | $0 | $27,441 | $0 | $236,584 | $0 | $0 | $0 |
| CLIFFORD GARRISON | ||||||||||||||
| FIELD COORDINATOR | $136,005 | $0 | $0 | $0 | $30,943 | $0 | $42,195 | $0 | $26,807 | $0 | $235,950 | $0 | $0 | $0 |
| LEONARD LIEBERT | ||||||||||||||
| FIELD COORDINATOR | $136,209 | $0 | $0 | $0 | $30,943 | $0 | $42,235 | $0 | $20,798 | $0 | $230,185 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 EXECUTIVE 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 XI, LINE 9: | PPP LOAN RECOGNIZED AS CONTRIBUTION REVENUE IN 2020, BUT FORGIVEN IN 2021 -399,800. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| INT'L TRAIN INSTITUTE FOR THE SHEET METAL & AC IND STAFF RET FD | ||||||||||
| 3180 FAIRVIEW PARK DRIVE SUITE 400 | FALLS CHURCH | VA | 22042 | 541964506 | PROVIDES HEALTH BENEFITS FOR RETIRED EMPLOYEES | VA | 501(C)(9) | INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AC IND | 0 | |
| NATIONAL ENERGY MANAGEMENT INSTITUTE INC | ||||||||||
| 3180 FAIRVIEW PARK DRIVE SUITE 400 | FALLS CHURCH | VA | 22042 | 521256545 | IDENTIFY EMERGING AND EMPLOYMENT OPPORTUNITIES | VA | 501(C)(3) | 0 | LINE 11 | |
| SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST | ||||||||||
| 3180 FAIRVIEW PARK DRIVE SUITE 400 | FALLS CHURCH | VA | 22042 | 526405006 | RESEARCH, STUDY AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH | VA | 501(C)(3) | 0 | LINE 11 | |
| NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE | ||||||||||
| 3180 FAIRVIEW PARK DRIVE SUITE 400 | FALLS CHURCH | VA | 22042 | 521311294 | TRADE ASSOCIATION | VA | 501(C)(6) | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments