2017-10-20T09:20:00-05:00 2016-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2016-01-01 520914827 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING INDUSTRY INTE 7037397200 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 JAMES P PAGE ADMINISTRATOR 7037397200 2017-10-20 1 JOANN WOODSON CPA P01293745 2023319880 38.100.43.98 2017-10-20 10:19:12 ED P 8F72E301A453F475DDB880747CCED7D2AF7D6D45 3B9CE5223D124B7FF5649E204527236C262C7001 2016 2021-01-29 14:40:06Z 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 33335990 0 X WWW.SHEETMETAL-ITI.ORG X 1971 VA TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 8 8 20 0 0 0 0 0 11558380 12260508 582909 883198 150609 23143 12291898 13166849 0 0 0 0 3297760 3661619 0 0 0 4960058 5157450 8257818 8819069 4034080 4347780 26801522 31613452 755036 561955 26046486 31051497 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 5586966 12283651 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 5586966 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 95 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 7037397000 8403 ARLINGTON BLVD SUITE 300 FAIRFAX VA 22031 BOONE JAMES M CO-CHAIR 1.00 X 0 0 0 SELLERS JR JOSEPH CO-CHAIR 1.00 X 0 0 0 ILTEN JOHN TRUSTEE 1.00 X 0 0 0 LANDAU MARK TRUSTEE 1.00 X 0 0 0 MERTZ RICHARD C TRUSTEE 1.00 X 0 0 0 NOVAK RANDY TRUSTEE 1.00 X 0 0 0 POWELL JOSEPH TRUSTEE 1.00 X 0 0 0 WERNER RICHARD TRUSTEE 1.00 X 0 0 0 PAGE JAMES P ADMINISTRATOR 40.00 X 213153 0 75266 HARRIS MICHAEL T PROGRAM ADMINISTRATOR 40.00 X 192644 0 72471 GEORGE DONOVAN FIELD COORDINATOR 40.00 X 154668 0 66245 DARRELL GARRISON FIELD COORDINATOR 40.00 X 154391 0 63982 STEPHAN KOWATS STAFF AND PROGRAM COORDINA 40.00 X 154670 0 65389 TIMOTHY MIHALIK TECH. DEVELOPMENT COORDINA 40.00 X 186215 0 69713 JAMES SHOULDER FIELD COORDINATOR 40.00 X 154433 0 64927 RONALD MCGUIRE FIELD COORDINATOR 40.00 X 154391 0 64827 1364565 0 542820 12 0 1 0 SMW NATIONAL PENSION FUND 8403 ARLINGTON BLVD SUITE 300 FAIRFAX VA 22031 ADMINISTRATION 611546 DATA RESEARCH GROUP PO BOX 1597 CULPEPER VA 22701 CURRICULUM DEVELOPMENT 353250 MOSAIC LEARNING INC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 CONSULTING 233126 IMAGINE COMMUNICATIONS 11500 SO EASTERN AVE SUITE 250 HENDERSON NV 89052 ADVERTISING SOLUTION 209210 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING 208124 16 EMPLOYER CONTRIBUTIONS 900099 12176517 12176517 FEDERAL GRANTS FOR TRAINING 900099 83991 83991 12260508 494746 494746 20557593 20169141 388452 388452 388452 INSURANCE PROCEEDS 900099 21784 21784 OTHER REVENUE 900099 1359 1359 23143 13166849 12283651 0 883198 X 553535 553535 1264752 705938 558814 423032 272742 150290 1283623 379255 904368 136677 101910 34767 107422 107422 43616 43616 111580 111580 1173617 883725 289892 431485 431485 162681 90922 71759 192179 25388 166791 94132 17860 76272 1845029 1774744 70285 4875 4875 60128 60128 88035 88035 TRAINING SUPPLIES 473128 473128 PRINTING OF PROGRAM MAT 296508 296508 TRUSTEES' EXPENSES 63169 63169 DUES AND SUBSCRIPTIONS 5836 5836 4030 600 3430 8819069 5586966 3232103 0 1804708 3150012 4722 22148 2028783 2221198 304166 278541 144618 30041 5078657 4435619 703166 643038 21775436 25227530 35923 40944 26801522 31613452 246688 267129 508348 294826 755036 561955 X 26046486 31051497 26046486 31051497 26801522 31613452 4347780 657231 0 X X 0 1 X 1 0 X 10993304 10920289 11068904 11558380 12260508 56801385 10993304 10920289 11068904 11558380 12260508 56801385 0 0 0 56801385 246476 231232 260389 376086 494746 1608929 246476 231232 260389 376086 494746 1608929 332726 58690 647192 148929 23143 1210680 11572506 11210211 11976485 12083395 12778397 59620994 0.95270 0.95130 0.02700 0.02320 X 2117958 1688336 429622 2013577 1975161 38416 947122 772122 175000 643038 DEFERRED RENT 272471 DUE TO AFFILIATED ORGANIZATIONS 22355 294826 X 12778397 0 12778397 388452 388452 13166849 8819069 0 8819069 0 8819069 PART X, LINE 2: 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, 2016, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF INVESTMENTS 388,452. 1 X 0 0 0 0 0 0 0 0 0 PAGE JAMES P ADMINISTRATOR 181438 0 0 0 31715 0 49940 0 25326 0 288419 0 0 0 HARRIS MICHAEL T PROGRAM ADMINISTRATOR 160929 0 0 0 31715 0 45839 0 26632 0 265115 0 0 0 GEORGE DONOVAN FIELD COORDINATOR 122953 0 0 0 31715 0 41085 0 25160 0 220913 0 0 0 DARRELL GARRISON FIELD COORDINATOR 122676 0 0 0 31715 0 38188 0 25794 0 218373 0 0 0 STEPHAN KOWATS STAFF AND PROGRAM COORDINA 122955 0 0 0 31715 0 38244 0 27145 0 220059 0 0 0 TIMOTHY MIHALIK TECH. DEVELOPMENT COORDINA 154500 0 0 0 31715 0 44553 0 25160 0 255928 0 0 0 JAMES SHOULDER FIELD COORDINATOR 122718 0 0 0 31715 0 38196 0 26731 0 219360 0 0 0 RONALD MCGUIRE FIELD COORDINATOR 122676 0 0 0 31715 0 38188 0 26639 0 219218 0 0 0 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 IX, LINE 11G CONSULTING FEES AND OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 883,725. MANAGEMENT AND GENERAL EXPENSES 289,892. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,173,617. 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. ITI CENTER LLC 8403 ARLINGTON BLVD FAIRFAX VA 22031 HOLDS TITLE TO A BUILDING USED BY THE ORGANIZATION. VA INTERNATIONAL TRAINING INSTITUTE OF THE SHEET METAL AND AIR CONDITIONING IN INT'L TRAIN INSTITUTE FOR THE SHEET METAL & AC IND STAFF RET FD 8403 ARLINGTON BLVD FAIRFAX VA 22031 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 8403 ARLINGTON BLVD FAIRFAX VA 22031 521256545 IDENTIFY EMERGING AND EMPLOYMENT OPPORTUNITIES VA 501(C)(3) LINE 10 0 SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST 8403 ARLINGTON BLVD FAIRFAX VA 22031 526405006 RESEARCH, STUDY AND DISSEMINATE INFORMATION ON OCCUPATIONAL HEALTH VA 501(C)(3) LINE 10 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE 8403 ARLINGTON BLVD FAIRFAX VA 22031 521311294 TRADE ASSOCIATION VA 501(C)(6) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE Q 61771 CASH PAID SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST Q 659926 CASH PAID NATIONAL ENERGY MANAGEMENT INSTITUTE INC Q 3519 CASH PAID NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE P 126088 CASH PAID SHEET METAL OCCUPATIONAL HEALTH INSTITUTE TRUST P 681767 CASH PAID NATIONAL ENERGY MANAGEMENT INSTITUTE INC P 23377 CASH PAID