2024-11-12T12:46:36-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 200 N MARTINGALE RD STE 900 SCHAUMBURG IL 601732044 990 2023-01-01 591023802 AIR CONDITIONING REFRIGERATION HEATING & PIPING ASSOCIATION INC AIRC 3052903970 160 W CAMINO REAL 132 BOCA RATON FL 33432 CARLOS BORJA PRESIDENT 3052903970 2024-11-08 1 1 JESSICA TOADER P01464604 8476976161 2024-11-08 2023 2024-10-15 13:58:12Z MECHANICAL CONTRACTORS ASSOCIATION OF SOUTH FLORIDA (MCASF) CARLOS BORJA 160 W CAMINO REAL 132 BOCA RATON FL 33432 833161 0 X WWW.MCASF.ORG X 1967 FL THE AIR CONDITIONING REFRIGERATION HEATING & PIPING ASSOCIATION, INC. OPERATES THE ASSUMED NAME "MECHANICAL CONTRACTORS ASSOCIATION OF SOUTH FLORIDA" (MCASF). MCASF IS THE LEADER IN THE UNION MECHANICAL CONSTRUCTION AND SERVICE INDUSTRY IN THE SOUTH FLORIDA AREA. THE ORGANIZATION'S MISSION IS TO SERVE ITS MEMBERS BY INCREASING MARKET SHARE FOR THE UNIONIZED INDUSTRY, PROMOTE PROFESSIONALISM, QUALITY, COST-EFFECTIVENESS, OWNER/USER BENEFIT, AND PRODUCTIVITY OF UNION CONSTRUCTION AND SERVICE THROUGH LABOR RELATIONS, EDUCATION, SAFETY TRAINING, AND PUBLIC AND GOVERNMENT AFFAIRS. THE ORGANIZATION REPRESENTS EMPLOYERS IN THE INDUSTRY IN LABOR RELATIONS, WHICH INCLUDES NEGOTIATING COLLECTIVE BARGAINING AGREEMENTS. THE ORGANIZATION SPONSORS A RANGE OF EDUCATION PROGRAMS, MONITORS STATE AND FEDERAL LEGISLATIVE INITIATIVES, AND PROVIDES REPRESENTATION ON INDUSTRY FRINGE BENEFIT FUNDS. 12 12 4 0 0 0 0 0 659160 806914 11090 25949 15 298 670265 833161 0 10500 0 0 346858 357402 0 0 0 316086 446720 662944 814622 7321 18539 1287811 1383008 112630 159428 1175181 1223580 X THE ORGANIZATION'S MISSION IS TO SERVE ITS MEMBERS BY INCREASING MARKET SHARE FOR THE UNIONIZED INDUSTRY, BY PROMOTING PROFESSIONALISM, QUALITY, COST-EFFECTIVENESS, OWNER/USER BENEFIT, AND PRODUCTIVITY OF UNION CONSTRUCTION AND SERVICE THROUGH LABOR RELATIONS, EDUCATION, SAFETY TRAINING, AND PUBLIC AND GOVERNMENT AFFAIRS. 0 0 ONGOING LABOR RELATIONS IS A PRINCIPAL AREA OF FOCUS FOR THE ORGANIZATION. THE ORGANIZATION REPRESENTS MORE THAN 60 CONTRACTORS, WHO RELY ON THE ASSOCIATION FOR THE INTERPRETATION AND APPLICATION OF THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN MCASF AND LOCAL UNION 725. THE ORGANIZATION DEVELOPS AND EXECUTES EDUCATIONAL PROGRAMS FOR ITS MEMBERS ON VARIOUS TOPICS, INCLUDING SAFETY TRAINING, PROJECT MANAGEMENT TRAINING, SERVICE MANAGER TRAINING, DISPATCHER TRAINING, AND ADMINISTRATIVE / MANAGEMENT / LEADERSHIP TRAINING FOR EMPLOYEES OF ITS CONTRACTOR MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 6 0 1 4 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X JULIE DIETRICH 3052903970 160 W CAMINO REAL 132 BOCA RATON FL 33432 CHRIS FIGUERAS PRESIDENT 3.00 0.00 X X 0 0 0 CARLOS BORJA PRESIDENT-ELECT 3.00 0.00 X X 0 0 0 ROB PULSIFER TREASURER 3.00 0.00 X X 0 0 0 STEVE KERNEY IMMEDIATE PAST PRESIDENT 3.00 0.00 X 0 0 0 TIMOTHY ALEXANDER DIRECTOR 3.00 0.00 X 0 0 0 FRANK CRAWLEY DIRECTOR 3.00 0.00 X 0 0 0 CHRISTINA GRAY DIRECTOR 3.00 0.00 X 0 0 0 WADE HELMS DIRECTOR 3.00 0.00 X 0 0 0 MICHAEL LEVINE DIRECTOR 3.00 0.00 X 0 0 0 ED LLOSENT DIRECTOR 3.00 0.00 X 0 0 0 JOSE PONCE DIRECTOR 3.00 0.00 X 0 0 0 GARBIEL RODRIGUEZ DIRECTOR 3.00 0.00 X 0 0 0 JULIE DIETRICH EXECUTIVE VICE PRESIDENT 40.00 0.00 X 262800 0 38862 262800 0 38862 1 0 1 0 0 MEMBERSHIP DUES & ASSE 900099 701264 701264 MEMBER EVENTS 900099 105650 105650 806914 25949 25949 OTHER INCOME 221000 298 298 298 833161 807212 0 25949 10500 301662 38891 16849 3366 25600 13003 13303 2800 23669 3494 130711 1728 8419 MCAA & MSCA DUES 116320 TRAINING 34597 SAFETY COMMITTEE CONSUL 18100 TELEPHONE & COMMUNICATI 15822 35788 814622 244244 209824 251966 255526 77298 104948 39791 56462 30135 28182 3681 1953 654298 700031 16533 54264 1287811 1383008 37583 68407 61600 39775 13447 51246 112630 159428 X 0 0 0 0 1175181 1223580 1175181 1223580 1287811 1383008 18539 29860 0 X 1 X 0 0 0 17471 16076 1395 12664 12106 558 1953 OPERATING LEASE LIABILITY 51246 51246 1 LOCAL 725 MCASF LABOR MANAGEMENT COOPERATION COMMITTEE TRUST 15800 PINES BOULEVARD SUITE 201 PEMBROKE PINES FL 33027 834280120 501(C)(5) 10500 0 APPRENTICE ACHIEVEMENT AWARDS 0 1 PART I, LINE 2: THE RECIPIENT ORGANIZATION, LOCAL 725 MCASF LABOR MANAGEMENT COOPERATION COMMITTEE TRUST, IS A RELATED ORGANIZATION. AS SUCH, MCASF IS ABLE TO MONITOR BOOKS AND RECORDS OF THE RECIPIENT ORGANIZATION TO CONFIRM GRANTS ARE USED FOR INTENDED PURPOSE. X X X X 0 0 0 JULIE DIETRICH EXECUTIVE VICE PRESIDENT 243600 0 12000 0 7200 0 22815 0 16047 0 301662 0 0 0 CARLOS VALLE HUSBAND OF THE EXECUTIVE DIRECTOR 33835 EMPLOYEE COMPENSATION 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: MR. VALLE'S COMPENSATION IS SET UTILIZING FACTORS INCLUDING NUMBER OF HOURS HE IS EXPECTED TO WORK IN A PART-TIME CAPACITY, THE VARIABILITY OF THE NEEDS OF THE ORGANIZATION, DUTIES ASSIGNED, AND EXPERTISE REQUIRED FOR THOSE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE COMPANIES WHO ARE UNION EMPLOYERS ENGAGED IN THE HVAC AND PIPEFITTING BUSINESS IN THE SOUTH FLORIDA AREA. THERE ARE TWO CLASSES OF MEMBERSHIP: CONTRACTOR MEMBERSHIP, AND ASSOCIATE MEMBERSHIP. ASSOCIATE MEMBERS ARE NOT ENTITLED TO VOTE IN ASSOCIATION MEETINGS. ASSOCIATE MEMBERS MAY SERVE ON MCASF COMMITTEES ONLY BY SPECIAL APPOINTMENT BY THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7A BOARD VACANCIES AND OPENINGS ON EXPIRED TERMS ARE FILLED BY THE BOARD OF DIRECTORS, AFTER NOMINATIONS, INTERVIEWS AND DISCUSSION. THESE DECISIONS ARE SUBJECT TO BEING OVERRIDDEN BY THE MEMBERSHIP PURSUANT DESCRIBED IN THE RESPONSE TO PART VI, SECTION A, LINE 7B. FORM 990, PART VI, SECTION A, LINE 7B ANY ACTION OF THE BOARD MAY BE VOIDED BY A RESOLUTION PASSED BY A TWO-THIRDS VOTE OF THE CONTRACTOR MEMBERS PRESENT AT ANY REGULAR OR SPECIAL MEETING OF THE ASSOCIATION. SPECIAL MEETINGS ARE CALLED BY THE PRESIDENT GIVING NOT LESS THAN TWO WEEKS NOTICE UPON THE WRITTEN REQUEST OF A MAJORITY OF THE BOARD OF DIRECTORS, OR UPON WRITTEN REQUEST OF TEN PERCENT (10%) OF ALL THE CONTRACTOR MEMBERS IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 8B THE ONLY SUBCOMMITTEES THAT CAN ACT ON BEHALF OF THE ASSOCIATION ARE THE EXECUTIVE COMMITTEE AND THE NEGOTIATION COMMITTEE. THE EXECUTIVE COMMITTEE PREPARES REPORTS ON VARIOUS OF ITS ACTIVITIES FOR THE BOARD AND REPORTS ORALLY AT BOARD MEETINGS. REPORTS ARE NOT NECESSARILY IN THE FORM OF "MINUTES". THE NEGOTIATION COMMITTEE, WHEN DELEGATED THE AUTHORITY TO AGREE TO SETTLE A CONTRACT, PROVIDES WRITTEN STATUS REPORTS, BUT THOSE ALSO MAY NOT BE IN THE FORM OF MINUTES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR THEIR INDIVIDUAL REVIEW. BOARD MEMBERS RAISE QUESTIONS FOR DISCUSSION, IF ANY, AND PROVIDE THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND COVERED EMPLOYEES ARE REQUIRED TO ANNUALLY REPORT ANY POTENTIAL CONFLICTS OF INTEREST, AS WELL AS TO REPORT DURING THE YEAR IF A NEW POTENTIAL CONFLICT ARISES. IF A POTENTIAL CONFLICT IS REPORTED OR DETECTED, THE BOARD OF DIRECTORS REQUESTS ADDITIONAL FACTS FROM THE AFFECTED INDIVIDUAL, AND MAY RECEIVE A STATEMENT FROM THE INDIVIDUAL AS TO WHY THE POTENTIAL CONFLICT IS NOT, IN FACT, A CONFLICT. THE BOARD, EXCLUDING ANY BOARD MEMBER INVOLVED WITH THE POTENTIAL CONFLICT CONSIDERS AND MAKES A DETERMINATION AS TO WHETHER A CONFLICT DOES ACTUALLY EXIST. THE BOARD'S DETERMINATION IS BINDING ON THE INDIVIDUAL, AND THE BOARD WILL DETERMINE IF THE CONFLICTED INDIVIDUAL IS BARRED FROM ANY INVOLVEMENT IN THE TRANSACTION, OR IF SOME OTHER ACTION OR LIMITATION IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PERIODICALLY REVIEWS COMPENSATION USING INFORMATION PUBLICLY AVAILABLE FROM SIMILAR ENTITIES IN SETTING THE EXECUTIVE DIRECTOR'S COMPENSATION AMOUNT AND STRUCTURE. THE EXECUTIVE DIRECTOR IS INDEPENDENT OF THESE DISCUSSIONS. THERE IS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THIS DUE DILIGENCE RESULTS IN A WRITTEN CONTRACT WITH THE EXECUTIVE DIRECTOR. THE REVIEW WAS LAST COMPLETED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ASSOCIATION'S ADDRESS LISTED ON THE RETURN.