2024-10-04T14:32:55-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL MADISON WI 53713 990 2023-01-01 390478085 SHEET METAL AND AIR CONDITIONING CONTRACTORS' ASSOCIATION OF MILWAUKEE SHEE 4145437622 11001 W PLANK CT 100 WAUWATOSA WI 532263668 JONATHAN KOWALSKI EXECUTIVE VICE PRESIDENT 4145437622 2024-10-01 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-09-30 2023 2024-10-15 13:58:12Z JONATHAN KOWALSKI 11001 W PLANK CT 100 WAUWATOSA WI 532263668 473097 0 X WWW.PMSMCA.COM/SMACCA-MILWAUKEE X 1936 WI THE SHEET METAL AND AIR CONDITIONING CONTRACTORS' ASSOCIATION OF MILWAUKEE, INC. (SMACCA-MILWAUKEE) IS A BUSINESS LEAGUE/TRADE ASSOCIATION THAT PROMOTES THE BUSINESS INTERESTS OF EMPLOYERS IN THE MILWAUKEE METROPOLITAN AREA WHO ARE ENGAGED IN THE SHEET METAL; HEATING, VENTILATING, AND AIR CONDITIONING (HVAC); AND MECHANICAL CONTRACTING INDUSTRIES. 6 6 0 6 0 0 27132 27717 292668 314265 1353 12365 0 0 321153 354347 5000 5000 0 0 0 0 0 0 0 344775 357950 349775 362950 -28622 -8603 1185204 1198854 69021 11435 1116183 1187419 X THE SHEET METAL AND AIR CONDITIONING CONTRACTORS' ASSOCIATION OF MILWAUKEE, INC. (SMACCA-MILWAUKEE) IS A BUSINESS LEAGUE/TRADE ASSOCIATION THAT PROMOTES THE BUSINESS INTERESTS OF EMPLOYERS IN THE MILWAUKEE METROPOLITAN AREA WHO ARE ENGAGED IN THE SHEET METAL; HEATING, VENTILATING, AND AIR CONDITIONING (HVAC); AND MECHANICAL CONTRACTING INDUSTRIES. 0 0 IN 2023, SMACCA-MILWAUKEE PROVIDED SERVICES TO MORE THAN 90 SHEET METAL CONTRACTING FIRMS. WE PROVIDED PROMOTION AND SPONSORSHIP OF EDUCATION PROGRAMS TO FIRMS ENGAGED IN THE SHEET METAL, HVAC, AND MECHANICAL CONTRACTING INDUSTRIES. IN 2023, SMACCA-MILWAUKEE PARTICIPATED IN AND PROVIDED REPRESENTATION OF THE INTERESTS OF FIRMS ENGAGED IN THOSE REGARDING INDUSTRY-RELATED COMMITTEES, COUNCILS, BOARDS, AND EMPLOYEE BENEFIT FUNDS. SMACCA-MILWAUKEE PROVIDES SPONSORSHIP OF, PROMOTION OF, PARTICIPATION IN, REPRESENTATION AT, MONITORING OF, AND REPORTING CONCERNING MEETINGS, CONFERENCES, AND CONVENTIONS, THE BUSINESS OF WHICH RELATES TO THE NEEDS OF CONTRACTORS ENGAGED IN THE SHEET METAL, HVAC, AND MECHANICAL CONTRACTING INDUSTRIES. 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 X 6 6 0 1 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 0 0 0 X BEKKY HERRERA 4145437622 11001 W PLANK CT STE 100 WAUWATOSA WI 532263668 X JACK SCHIRPKE PRESIDENT 1.00 X X 0 0 0 SAL ANGELO VICE PRESIDENT 1.00 X X 0 0 0 TERRY LEINBERGER SECRETARY-TREASURER 1.00 1.00 X X 0 0 0 DAN ROGERS DIRECTOR 1.00 1.00 X 0 0 0 JEFF MAY DIRECTOR 1.00 X 0 0 0 TIM SCHNEIDER DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN KOWALSKI EXECUTIVE VICE PRESIDENT 5.00 10.00 X 0 0 0 0 0 0 0 0 0 0 PLUMBING MECHANICAL SHEET METAL CONTRACT 11001 W PLANK CT STE 100 WAUWATOSA WI 532263668 MANAGEMENT SERVICES 279936 1 27717 27717 CONTRACTOR DUES 813930 269001 269001 MANAGEMENT FEES 561110 30293 30293 MEMBERSHIP DUES 813930 14230 14230 741 741 314265 30750 30750 100365 118750 -18385 -18385 -18385 354347 314265 0 12365 5000 279936 1108 5762 745 2326 48154 DUES AND SUBSCRIPTIONS 19919 362950 0 80 71018 99011 9751 8092 300 4010 817789 864044 182674 222861 103672 756 1185204 1198854 69021 11435 69021 11435 X 1116183 1187419 1116183 1187419 1185204 1198854 -8603 79839 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 41947 1108 1108 1108 0 MONEY MARKET FUNDS 222861 C 222861 428424 79839 -5762 74077 354347 0 354347 357188 0 357188 5762 5762 362950 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES REPORTED ON PART IX LINE 11F -5,762. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT ARRANGEMENT WHICH ALSO INCLUDES THE SERVICES OF THEIR EXECUTIVE DIRECTOR. THE COMPENSATION ATTRIBUTABLE TO THIS ARRANGEMENT INCLUDES $18,216 IN SALARY AND $719 IN RETIREMENT BENEFITS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE ASSOCIATION SHALL CONSIST OF THE FOLLOWING CLASSES: REGULAR MEMBERS, ASSOCIATE MEMBERS, HONORARY MEMBERS, AND LIFE MEMBERS. REGULAR MEMBERS SHALL CONSIST OF TWO SUBCLASSES: BARGAINING UNIT MEMBERS AND NON-BARGAINING UNIT MEMBERS. EACH REGULAR MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE REGULAR MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY REGULAR MEMBERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS REQUIRE A TWO-THIRDS AFFIRMATIVE VOTE OF THE REGULAR MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE EXECUTIVE VICE PRESIDENT AND A COPY OF THE RETURN PROVIDED TO THE DIRECTORS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. SHEET METAL CONTRACTORS OF MILWAUKEE 11001 W PLANK CT STE 100 WAUWATOSA WI 532263668 396048140 IMPROVE THE SHEET METAL INDUSTRY WI 501(C)(6) SHEET METAL AND AIR CONDITIONING CONTRACTORS' ASSOCIATION OF MILWAUKEE 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SHEET METAL CONTRACTORS OF MILWAUKEE L 269001 AMOUNT PAID