2013-11-14T14:39:35-06:00 2012-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2012-01-01 520914827 INTERNATIONAL TRAINING INSTITUTE FOR THE SHEET METAL & AIR CONDITIONING INDUSTRY INTE 7037397200 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 JAMES SHOULDERS 7037397200 2013-11-14 1 JOANN WOODSON P01293745 2023319880 2012 2016-02-25 16:41:14Z 8403 ARLINGTON BLVD NO 310 FAIRFAX VA 22031 21523250 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 0 28 0 0 0 0 0 11301269 10993304 1319678 582999 311083 347382 12932030 11923685 0 0 0 0 4631476 4529659 0 0 0 9540677 7160173 14172153 11689832 -1240123 233853 15206484 16403170 395622 982279 14810862 15420891 TO DEVELOP AND PROVIDE EDUCATIONAL SERVICES AND TRAINING RESOURCES FOR APPRENTICES AND JOURNEY PERSONS IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 6960275 11340686 DEVELOPING AND PROVIDING EDUCATIONAL SERVICES INCLUDING THE SPONSORING OF TRAINING PROGRAMS, COURSES AND CONTESTS, AND PROVIDING NECESSARY EQUIPMENT, CURRICULUM AND MANPOWER TO TRAIN JOURNEYMEN AND APPRENTICES 843265 INTERNATIONAL APPRENTICE CONTEST 7803540 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 99 0 1 28 1 0 0 0 0 0 0 0 0 0 0 X 8 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X CAROL SKOPP 7037397000 8403 ARLINGTON BLVD SUITE 310 FAIRFAX VA 22031 ZAHNER ROBERT L 1.00 X 0 0 0 NIGRO JOSEPH J 1.00 X 0 0 0 WILSON KEITH E 1.00 X 0 0 0 NOVAK RANDY 1.00 X 0 0 0 MENOLD ERNEST J 1.00 X 0 0 0 LANDAU MARK 1.00 X 0 0 0 POWELL JOSEPH 1.00 X 0 0 0 WERNER RICHARD 1.00 X 0 0 0 SHOULDERS JAMES R 40.00 X 227887 0 73791 HOMBURGER FRANK P 40.00 X 68783 0 34133 BATYKEFER GARY L 40.00 X 165704 0 65947 HARRIS MICHAEL T 40.00 X 188468 0 71769 MIHALIK TIM 40.00 X 188741 0 49615 MCKENZIE STEPHEN 40.00 X 155194 0 60876 SLOAN SR MICHAEL S 40.00 X 155194 0 59487 1149971 0 415618 7 0 1 0 AEROTEK 3689 COLLECTION CENTER DRIVE CHICAGO IL 60693 CONSULTING 800018 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING 492524 DATA RESEARCH GROUP PO BOX 1597 CULPEPER VA 22701 CURRICULUM DEVELOPMENT 422308 TL HILL CONSTRUCTION LLC 2261 SARASOTA CENTER BLVD SARASOTA FL 34240 CONSTRUCTION SERVICES 390444 TBA GLOBAL LLC 535 N BRAND BLVD STE 800 GLENDALE CA 91203 MEETING PLANNING 359557 7 EMPLOYER CONTRIBUTIONS 900099 10915697 10915697 GOVERNMENT GRANTS 900099 77607 77607 10993304 246476 246476 8952096 983992 8600917 998648 351179 -14656 336523 336523 RECEIPTS FROM AFFILIATED ORGANIZA 900099 168047 168047 179335 179335 347382 11923685 11340686 0 582999 X 636244 636244 1973519 1526510 447009 669803 469119 200684 1058007 371285 686722 192086 125420 66666 111023 14223 96800 93127 93127 75667 75667 2133195 1879169 254026 411610 411610 605980 400054 205926 46996 1150 45846 200869 27676 173193 2186628 1976110 210518 870 870 298811 94573 204238 62549 62549 PRINTING 818821 818821 GRANT EXPENSES 69970 69970 PRIZES AND AWARDS 21976 21976 DUES AND SUBSCRIPTIONS 6614 6614 15467 15467 11689832 7803540 3886292 0 1354445 1532946 20869 25088 1539806 1888882 249589 116360 178640 105189 6673909 4014458 2170983 2659451 9655386 10051739 36766 23515 15206484 16403170 395622 681459 0 300820 395622 982279 X 14810862 15420891 14810862 15420891 15206484 16403170 233853 376176 0 X X 0 1 X 1 0 X 14241180 11741005 11756448 11301269 10993304 60033206 73892 73892 14315072 11741005 11756448 11301269 10993304 60107098 0 0 0 60107098 489779 366382 320080 246095 246476 1668812 489779 366382 320080 246095 246476 1668812 188600 302296 283869 311083 332726 1418574 14993451 12409683 12360397 11858447 11572506 63194484 0.95110 0.95220 0.02640 0.02930 X 1849159 1849159 2117958 1498604 619354 1954496 1780570 173926 752296 735284 17012 2659451 DEFERRED RENT 300820 300820 11572506 0 11572506 351179 351179 11923685 11689832 0 11689832 0 11689832 PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN ON SALE OF INVESTMENTS 351,179. X X 1 1 X 0 0 0 0 0 0 0 0 0 SHOULDERS JAMES R 188378 0 0 0 39509 0 47989 0 25802 0 301678 0 0 0 BATYKEFER GARY L 130405 0 0 0 35299 0 41389 0 24558 0 231651 0 0 0 HARRIS MICHAEL T 151139 0 0 0 37329 0 40558 0 31211 0 260237 0 0 0 MIHALIK TIM 141168 0 0 0 47573 0 38569 0 11046 0 238356 0 0 0 MCKENZIE STEPHEN 115273 0 0 0 39921 0 33404 0 27472 0 216070 0 0 0 SLOAN SR MICHAEL S 115273 0 0 0 39921 0 33404 0 26083 0 214681 0 0 0 SUPPLEMENTAL INFORMATION PART III PART I, LINE 1A - PURSUANT TO WRITTEN POLICY, FIRST CLASS AIRFARE IS PERMITTED FOR TRUSTEES TRAVELLING TO A BOARD OF TRUSTEES MEETING WHEN THE AGGREGATE AIR TRAVEL TIME EXCEEDS THREE HOURS AND FOR THE CO-CHAIRS REGARDLESS OF THE AIR TRAVEL TIME. PURSUANT TO POLICY CHANGES MADE IN 2012, FIRST-CLASS AIRFARE IS NO LONGER AUTHORIZED IN ANY CIRCUMSTANCES. CERTAIN HOUSING COSTS WERE REIMBURSED TO FACILITATE EMPLOYEE RELOCATIONS. SUCH RELOCATIONS ARE INFREQUENT AND REIMBURSEMENTS ARE HANDLED ON A CASE-BY-CASE BASIS; CONSEQUENTLY, THERE IS NO WRITTEN POLICY REGARDING THESE PAYMENTS. JODONNA MEDLEN EMPLOYEE OF THE ORGANIZATION 109625 SISTER-IN-LAW OF ADMINISTRATOR, EMPLOYED AS BOOKKEEPER 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 11 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. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTING AND OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,879,169. MANAGEMENT AND GENERAL EXPENSES 254,026. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,133,195. FORM 990 PART XII LINE 2C THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE AUDITED ANNUAL FINANCIAL STATEMENTS. ITI CENTER LLC 8403 ARLINGTON BLVD FAIRFAX VA 22031 HOLDS TITLE TO A BUILDING USED BY THE ORGANIZATION. VA 1849159 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 9 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 9 0 NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE 8403 ARLINGTON BLVD FAIRFAX VA 22031 521311294 TRADE ASSOCIATION VA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0