2024-07-15T10:34:13-05:00 2023-08-31 921092242 ROYLE VAZQUEZ LLP PO BOX 1143 BROOMFIELD CO 80038 990 2022-09-01 751610145 DALLAS-FORT WORTH SHEET METAL JOINT APPRENTICE & TRAINING COMMITTEE DALL 8172673379 1020 S INDUSTRIAL BLVD EULESS TX 76040 JAY HUCKABEE TRUSTEE & COORDINATOR 8172673379 2024-07-12 1 JAY HUCKABEE 999009999 0 NOLAN ROYLE CPA P03055450 7203296845 2024-07-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CALVIN JENNINGS 1020 S INDUSTRIAL BLVD EULESS TX 76040 456641 0 X LOCALUNION68.COM/TRAINING X 1908 TX PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE SHEET METAL INDUSTRY. 6 3 3 0 0 0 1000 62313 357024 390630 1 12 33281 3686 391306 456641 0 0 0 0 172424 255756 0 0 0 222518 156088 394942 411844 -3636 44797 165462 217757 2269 6063 163193 211694 PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE SHEET METAL INDUSTRY. 0 0 365508 394316 PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE SHEET METAL INDUSTRY. 365508 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 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 13 0 3 1 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X BOARD OF TRUSTEES 8172673379 1020 S INDUSTRIAL BLVD EULESS TX 76040 ROD PETTES TRUSTEE 1.00 X 0 0 0 CALVIN JENNINGS TRUSTEE 6.00 X 10064 0 0 CHARLES FISHER TRUSTEE 1.00 X 0 0 0 JAY HUCKABEE TRUSTEE & COORDINATOR 45.00 X 113974 0 41296 KEVIN RICHISON TRUSTEE 1.00 X 0 0 0 TANNER CHESTER TRUSTEE 3.00 X 5044 0 0 129082 0 41296 1 0 1 0 0 3000 55813 3500 62313 EMPLOYER CONTRIBUTIONS 900099 390630 390630 390630 12 12 3686 3686 3686 456641 394316 0 12 128586 128586 64445 45228 19217 30376 30376 10920 10920 21429 19837 1592 4786 4786 14827 14827 42288 42288 7879 7879 5795 5795 16659 16659 3396 3396 TRAINING EXPENSES 57940 57940 2518 2518 411844 365508 46336 0 47105 112058 15401 15410 467767 377728 102706 90039 250 250 165462 217757 2269 6063 2269 6063 X 0 0 0 0 163193 211694 163193 211694 165462 217757 44797 3704 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 252683 165799 86884 215084 211929 3155 90039 X 456641 0 456641 0 456641 411844 0 411844 0 411844 PART X, LINE 2: THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE TRUSTEES BELIEVE THE PLAN, INCLUDING AMENDMENTS SUBSEQUENT TO THE IRS DETERMINATION, IS CURRENTLY DESIGNED AND OPERATED IN COMPLIANCE WITH THE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE PLAN WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICIES ARE REFERENCED DURING ALL SOLICITATION ACTIVITIES. 0 0 0 0 0 0 0 0 0 JAY HUCKABEE TRUSTEE & COORDINATOR 100274 0 0 0 13700 0 30376 0 10920 0 155270 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS MADE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1: THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 FOR THE 8/31/2022 YEAR END WAS THE TAX BASIS OF ACCOUNTING. THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 FOR THE 8/31/2023 YEAR END IS THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THERE HAVE BEEN NO CHANGES COMPARED TO THE PRIOR YEAR.