2024-05-10T08:37:58-05:00 2023-12-31 593823192 MARTENS & COMPANY CPA LLP 4949 PLEASANT ST STE 104 WEST DES MOINES IA 502665494 990 2023-01-01 237282438 MECHANICAL CONTRACTORS ASSOCIATION OF IOWA GROUP RETURN MECH 5153342616 3066 104TH STREET URBANDALE IA 50322 SCOT STOLTENBERG EXECUTIVE VP 5153342616 2024-05-07 1 SCOT STOLTENBERG 999009999 0 RICHARD D ATTERBURY P00077247 5152234841 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SCOT STOLTENBERG 3066 104TH STREET URBANDALE IA 50322 164053 1 1 2310 X MCAOFIOWA.ORG X 1967 IA TO PROMOTE ADEQUATE AND SAFE PLUMBING, HEATING, PROCESS PIPING, REFRIGERATION AND AIR CONDITIONING THROUGH EDUCATION, RESEARCH AND DEVELOPMENT PROGRAMS. THE MECHANICAL CONTRACTORS ASSOCIATION IS AN ORGANIZATION DEDICATED TO SERVING THE NEEDS OF AREA UNION CONTRACTORS WHO INSTALL HEATING, VENTILATION, AIR CONDITIONING, PROCESS PIPING AND REFRIGERATION UNITS. OUR MEMBERS INCLUDE LARGE CONTRACTORS WHO WORK FROM COAST-TO-COAST AS WELL AS SMALL SPECIALIZED CONTRACTORS WHO WORK ON A REGIONAL LEVEL. WE BELIEVE OUR ASSOCIATION'S STRENGTH RESTS IN THE DIVERSITY OF OUR MEMBERSHIP BASE. 11 11 0 25 0 0 0 0 110295 112680 13603 9651 0 0 123898 122331 0 0 0 0 0 0 0 0 0 124148 141472 124148 141472 -250 -19141 404295 420263 0 0 404295 420263 X TO PROMOTE AND ADVANCE THE INTERESTS OF THE MECHANICAL CONTRACTING INDUSTRY; TO EDUCATE MEMBERS AND EMPLOYEES AND THE PUBLIC AS A WHOLE; TO FOSTER THE MEETING AND EXCHANGE OF IDEAS, TECHNICAL DATA, AND INDUSTRY DEVELOPMENTS AND INFORMATION BETWEEN MEMBERS, THE NATIONAL ASSOCIATION, AND OTHER ASSOCIATIONS AND MANUFACTURERS, AND OTHER INTERESTED PARTIES; TO REPRESENT THE MEMBERSHIP IN ITS RELATIONS WITH ITS EMPLOYEES AND ANY GROUP OR GROUPS WHICH MAY REPRESENT ITS EMPLOYEES; TO PROVIDE FOR AFFILIATION WITH THE MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA, INC., AND THE FURTHERANCE OF THE OBJECTIVES OF SAID NATIONAL ASSOCIATION AS SET FORTH IN THE CONSTITUTION AND BYLAWS. 0 0 LABOR RELATIONS- 1) PARTICIPATED IN QUARTERLY HEALTH AND WELFARE AND PENSION TRUST MEETINGS FOR LOCAL 33 AND LOCAL 125; 2) PARTICIPATED IN REGULAR TRUSTEE MEETINGS FOR THE JOINT APPRENTICE TRAINING COMMITTEES (JATC) FOR LOCAL 33 AND LOCAL 125; 3) WORKED CLOSELY WITH LOCAL 33 AND LOCAL 125 TO PROVIDE ONLINE AND ON-DEMAND TRAINING, ENABLING PERSONS TO COMPLY WITH IOWA PLUMBING AND MECHANICAL SYSTEMS BOARD CONTINUING EDUCATION REQUIREMENTS; 4) PARTICIPATED IN REGULAR LABOR-MANAGEMENT MEETINGS TO MAINTAIN WORKFORCE STABILITY AND IMPROVE TRAINING PROGRAMS TO MEET CUSTOMER DEMANDS. SAFETY-1) MAINTAINED AND IMPROVED UPON THE MCAI TRAINING VAULT WEB-BASED TRAINING DATABASE THAT STREAMLINES TRAINING DOCUMENTATION AND STATISTICS FOR CLASSES TAUGHT BY THE MCAI, UNION, EMPLOYERS, AND THIRD PARTY PROVIDERS. IOWA STATEWIDE LICENSING CEU CREDITS CONTINUE TO BE TRACKED IN CONJUNCTION WITH THIS SYSTEM; 2) ASSISTED WITH THE FILMING OF TWO (2) NEW SAFETY VIDEOS TO BE DISTRIBUTED TO OVER 2,600 MECHANICAL CONTRACTORS NATIONWIDE. GOVERNMENT AFFAIRS 1) PROVIDED INPUT TO THE STATE OF IOWA REQUESTING ADDITIONAL FUNDING FOR THE REBUILD IOWA INFRASTRUCTURE FUND (RIIF); 2) PROVIDED INPUT ON BOILER INSPECTIONS; 3) PROVIDED INPUT AND EDUCATED LEGISLATORS ON THE BENEFITS OF EMPLOYING A NETWORK OF STATEWIDE PLUMBING AND MECHANICAL INSPECTORS; 4) PROVIDED INPUT ON PROPOSED STATE GOVERNMENT REORGANIZATION - SPECIFICALLY AS IT RELATES TO THE IOWA PLUMBING AND MECHANICAL SYSTEMS BOARD; 5) PROVIDED INPUT ON THE GOVERNOR'S PROPOSED IOWA OFFICE OF APPRENTICESHIP AND IOWA APPRENTICESHIP COUNCIL. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X SCOT STOLTENBERG 5153342616 3066 104TH ST URBANDALE IA 50322 GARY BRIDGEWATER VICE CHAIRPERSON CENTRAL IA CHAPTE 2.00 X 0 0 0 NATE HAGBERG DIRECTOR CENTRAL IA CHAPTE 2.00 X 0 0 0 CLINT LEONARD IMM PAST CHAIRPERSON CENTRAL IA C 2.00 X X 0 0 0 BOB BLASKOVICH DIRECTOR CENTRAL IA CHAPTE 2.00 X 0 0 0 JIM SHAFFER JR VICE CHAIRPERSON CENTRAL IA CHAPTE 2.00 X X 0 0 0 DAVE HUSTON TREASURER CR/IC IA CHAPTE 2.00 X X 0 0 0 BRET BRECKE CHAIRPERSON CR/IC CHAPTER 2.00 X X 0 0 0 DAVE ALATALO PAST CHAIRPERSON CR/IC CHAPTE 2.00 X X 0 0 0 PAUL SCHULTE SEC/TREAS SE IA CHAPTER 2.00 X X 0 0 0 CHRIS AZINGER VICE CHAIRPERSON SE IA CHAPTE 2.00 X X 0 0 0 MAC COFFIN JR CHAIRPERSON SE IA CHAPTER 2.00 X X 0 0 0 TERRY HILLARY SEC/TREAS DUBUQUE CHAPTER 2.00 X X 0 0 0 MIKE PORTZEN VICE CHAIRPERSON DUBUQUE C 2.00 X X 0 0 0 WENDY BESLER CHAIRPERSON, DUBUQUE CHAPT 2.00 X X 0 0 0 SCOT STOLTENBERG EXECUTIVE VICE PRESIDENT 40.00 X X 0 185583 28944 TONI KNIGHT TREASURER CENT IA CHAPTER 2.00 X X 0 0 0 MIKE MACHULA VICE CHAIRPERSON CR/IC 2.00 X X 0 0 0 MATT ALLEN DIRECTOR CENTRAL IA CHAPTE 0.00 X 0 0 0 0 185583 28944 0 0 1 0 0 MEMBERSHIP DUES 900099 112680 112680 112680 9676 9676 41697 41722 -25 -25 -25 122331 0 0 122331 5500 3217 115635 774 DUES 11250 GIFTS, CONTRIBUTIONS AN 3047 SERVICE CHARGES 2049 141472 97187 91269 12203 9310 294905 319684 404295 420263 0 0 X 0 0 0 0 404295 420263 404295 420263 404295 420263 -19141 35109 0 X X 1 X 0 1 0 0 WELLS FARGO BROKERAGE ACCOUNTS 319684 F 319684 1 X X 0 0 0 SCOT STOLTENBERG EXECUTIVE VICE PRESIDENT 0 185583 0 0 0 0 0 15500 0 13444 0 214527 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A TRADE ASSOCIATION, THEREBY COMPRISED OF MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE MEMBERS TO SERVE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE NOMINATION OF BOARD MEMBERS, THE ACCEPTANCE OF THE BUDGET, AND THE APPROVAL OF THE COMPILED FINANCIAL STATEMENT REPORT ARE SUBJECT TO APPROVAL BY THE MEMBERS AT THE ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO SUBMITTAL TO THE IRS. THE FORM 990 IS REVIEWED AND DISCUSSED IN DETAIL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. IN ADDITION, THE ORGANIZATION HAS PLACED A CONFLICT OF INTEREST STATEMENT ON ALL MEETING AGENDAS. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS SERVING ON THE BOARD OF DIRECTORS CONSTITUTE THE COMPENSATION COMMITTEE. THE OFFICERS REVIEW THE COMPENSATION HISTORY OF EACH EMPLOYEE DATING BACK TO THEIR RESPECTIVE EMPLOYMENT START DATE. GOALS AND OBJECTIVES FOR THE EMPLOYEES ARE ESTABLISHED EACH YEAR AND THE YEAR-END COMPENSATION REVIEW TAKES INTO CONSIDERATION WHETHER OR NOT THESE GOALS AND OBJECTIVES ARE ACHIEVED. SALARIES AND BENEFITS ARE ALSO COMPARED AGAINST DATA OBTAINED FROM INDEPENDENT SOURCES FOR PERSONS WITH SIMILAR JOB DESCRIPTIONS. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. IF ENDORSED BY THE BOARD OF DIRECTORS, THE NEW SALARIES AND BENEFITS FIGURES ARE INCLUDED IN THE ANNUAL BUDGET. THE ANNUAL BUDGET IS VOTED UPON BY MEMBERS AT THE ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ELIGIBLE FOR PUBLIC DISTRIBUTION ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 12C THE BOARD OF DIRECTORS OF THE MECHANICAL CONTRACTORS ASSOCIATION OF IOWA ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS IS UNCHANGED FROM PRIOR YEARS. FORM 990, PAGE 1, LINE 6 THE VOLUNTEERS ARE COMPRISED OF INDIVIDUALS THAT SERVE AS BOARD MEMBERS AND COMMITTEE MEMBERS. FOR EXAMPLE, A VOLUNTEER MAY SERVE ON A SAFETY COMMITTEE, LEGISLATIVE COMMITTEE, CONVENTION COMMITTEE OR NCPWB COMMITTEE. ALL VOLUNTEERS CONTRIBUTE TO THE OVERALL SUCCESS OF PROVIDING OUR MEMBERS WITH QUALITY SERVICE. FORM 990, PART VII, COLUMNS (E) OR (F) SCOT STOLTENBERG PROVIDES 40 HOURS OF SERVICE TO MECHANICAL CONTRACTORS ASSOCIATION OF IOWA, INC. FORM 990, PAGE 1, QUESTION H CENTRAL IOWA CHAPTER 23-7188634 CEDAR RAPIDS/IOWA CITY CHAPTER 23-7188635 DUBUQUE CHAPTER 23-7188633 SIOUX CITY CHAPTER 23-7188632 WATERLOO CHAPTER 42-1083248 SOUTHEAST IOWA CHAPTER 27-1020027 CENTRAL IOWA MECHANICAL CONTRACTING INDUSTRY DEVELOPMENT FUND 3066 104TH STREET URBANDALE IA 50322 237329890 PROMOTE INTERESTS OF THE MECHANICAL CONTRACTING INDUSTRY & EDUCATE MEMBERS IA 501(C)(6) CENTRAL IOWA MECHANICAL CONTRACTING CHAPTER FUND 0 CEDAR RAPIDS IA CITY MECHANICAL CONTRACTING INDUSTRY DEVELOPMENT FUND 3066 104TH STREET URBANDALE IA 50322 237401919 PROMOTE INTERESTS OF THE MECHANICAL CONTRACTING INDUSTRY & EDUCATE MEMBERS IA 501(C)(6) MECHANICAL CONTRACTORS ASSOCIATION CR & IC CHAPTER FUND 0 SOUTHEAST IOWA MECHANICAL CONTRACTING INDUSTRY DEVELOPMENT FUND 3066 104TH STREET URBANDALE IA 50322 510192069 PROMOTE INTERESTS OF THE MECHANICAL CONTRACTING INDUSTRY & EDUCATE MEMBERS IA 501(C)(6) MECHANICAL CONTRACTORS ASSOCIATION OF IOWA GROUP RETURN 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 CENTRAL IOWA MECHANICAL CONTRACTING INDUSTRY DEVELOPMENT FUND L 488697 BOOK VALUE CEDAR RAPIDS IOWA CITY MECHANICAL CONTRACTING INDUSTRY DEVELOPMENT FUND L 292920 BOOK VALUE SOUTHEAST IOWA MECHANICAL CONTRACTING INDUSTRY DEVELOPMENT FUND L 37441 BOOK VALUE MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA M 265473 BOOK VALUE