2024-05-13T07:55:01-05:00 2023-12-31 593823192 MARTENS & COMPANY CPA LLP 4949 PLEASANT ST STE 104 WEST DES MOINES IA 502665494 990 2023-01-01 420926630 MECHANICAL CONTRACTORS ASSOCIATION OF IOWA INC MECH 5153342616 3066 104TH STREET URBANDALE IA 50322 SCOT STOLTENBERG EXECUTIVE VP 5153342616 2024-05-08 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 1517871 0 X MCAOFIOWA.ORG X 1966 IA TO PROMOTE ADEQUATE AND SAFE PLUMBING, HEATING, PROCESS PIPING, REFRIGERATION AND AIR CONDITIONING THROUGH EDUCATION, RESEARCH AND DEVELOPMENT PROGRAMS. THE MECHANICAL CONTRACTORS ASSOCIATION OF IOWA 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 3 25 572015 91944 0 0 813962 849589 71872 43436 466587 515010 1352421 1408035 10000 17500 0 0 382135 416897 0 0 0 914437 1137168 1306572 1571565 45849 -163530 2345004 2528637 460763 586642 1884241 1941995 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 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 3 0 3 0 1 1 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 EDWARD ALLEN VICE PRESIDENT 0.00 X X 0 0 0 NATE HAGBERG DIRECTOR 0.00 X 0 0 0 BRET BRECKE DIRECTOR 0.00 X 0 0 0 BOB BROWN DIRECTOR 0.00 X 0 0 0 GARY BRIDGEWATER DIRECTOR 0.00 X 0 0 0 TOM KECK DIRECTOR 0.00 X 0 0 0 JEFF KOEPPEL DIRECTOR 0.00 X 0 0 0 BOB BLASKOVICH PRESIDENT 0.00 X X 0 0 0 JIM SHAFFER JR DIRECTOR 0.00 X 0 0 0 RANDY STAAB TREASURER 0.00 X X 0 0 0 RYAN COFFIN DIRECTOR 0.00 X 0 0 0 SCOT STOLTENBERG EXECUTIVE VP 40.00 X 185583 0 28944 185583 0 28944 1 0 1 0 0 MEMBERSHIP DUES 900099 849589 849589 849589 57005 57005 96267 109836 -13569 -13569 -13569 SDS BINDERWORKS & TRAI 513120 515010 515010 515010 1408035 849589 572015 -13569 X 17500 306990 8400 31812 45937 23758 434 5500 15708 15276 40948 387188 265473 70658 3938 INCOME TAX ON UBTI 35584 BINDERWORKS EXPENSES 148230 COMMITTEE EXPENSE 50943 CAREER DEVELOPMENT 23445 73843 1571565 309555 351956 355622 267862 64606 9475 63080 104727 73461 72107 3012 1354 1477805 1710278 69000 2324 82985 2345004 2528637 42743 61460 418020 447515 0 77667 460763 586642 X 0 0 0 0 1884241 1941995 1884241 1941995 2345004 2528637 X -163530 221769 -485 X X 1 X 0 1 0 0 1 0 32785 32785 0 40676 39322 1354 1354 WELLS FARGO INVESTMENTS BROKERAGE ACCOUNT 1710278 F 1710278 LONG-TERM LEASE OBLIGATION-OPERATING 77667 77667 1 SCHOLARSHIP 16 17500 BOOK SCHOLARSHIPS 1 X X X 0 0 0 SCOT STOLTENBERG EXECUTIVE VP 185583 0 0 0 0 0 15500 0 13444 0 214527 0 0 0 VARIOUS DIRECTORS AND OFFICERS DIRECTORS 94159 STATE & NATIONAL BOARD RETREATS & MEETINGS 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 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 IX, LINE 24E TRAINING VAULT 16,152. INVESTMENT FEES 15,435. DUES AND SUBSCRIPTIONS 13,152. TELEPHONE 12,543. WEBSITE FEES 11,417. AUTO EXPENSES 2,674. COMPUTER SOFTWARE 1,393. EQUIPMENT EXP 773. MISCELLANEOUS 304. FORM 990, PART XI, LINE 9: RIGHT OF USE ASSET ADJUSTMENT -485. FORM 99O, PART XII, LINE 12C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS IS UNCHANGED FROM PRIOR YEARS. FORM 99O, PART I, 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. 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