2024-11-11T10:35:56-06:00 2023-12-31 770549163 SOREN MCADAM LLP 2068 ORANGE TREE LANE SUITE 100 REDLANDS CA 92374 990 2023-01-01 237163847 SHEET METAL AND AIR CONDITIONING CONTRACTORS OF SAN DIEGO INDUSTRY FUND SHEE 6194605362 8240 PARKWAY DRIVE 207 LA MESA CA 919422404 STEVE COPP CHAIRMAN 6194605362 2024-10-30 1 0 CHARLIE LOWENBERG CPA P00935506 9097982222 2024-10-30 2023 2024-10-15 13:58:12Z STEVE COPP 8240 PARKWAY DRIVE SUITE 207 LA MESA CA 919422404 979008 0 X WWW.SD-SMACNA.ORG X 1971 CA TO CONDUCT EDUCATIONAL PROGRAMS TO BENEFIT THE SHEET METAL AND HVAC INDUSTRY. 5 5 0 0 0 0 0 0 752136 979008 0 0 0 0 752136 979008 0 0 0 0 0 0 0 0 0 809924 773428 809924 773428 -57788 205580 3345 208925 0 0 3345 208925 TO ESTABLISH, CONDUCT OR PARTICIPATE IN SUCH EDUCATIONAL PROGRAMS FOR EMPLOYERS AND EMPLOYEES IN THE SHEET METAL AND AIR CONDITIONING INDUSTRY, AND THE GENERAL PUBLIC, WITH RESPECT TO IDEAS AND METHODS, TO IMPROVE THE SHEET METAL AND AIR CONDITIONING INDUSTRY. 0 0 THE PURPOSE OF THE FUND IS TO ASSIST ITS MEMBERS, WHICH IS COMPRISED OF FIRMS ENGAGED IN THE FABRICATION AND ERECTION OF ARCHITECTURAL, INDUSTRIAL, AND COMMERCIAL SHEET METAL WORK, HEATING, VENTILATING AND AIR CONDITIONING WORK THROUGH A UNION AGREEMENT, SET THE STANDARD FOR THEIR INDUSTRY IN TERMS OF SAFETY, RESEARCH, AND TECHNICAL STANDARDS DEVELOPMENT IN ORDER TO PROMOTE THE INDUSTRY. 0 0 0 1 0 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X TAVIA BRUNNER 6194605362 8240 PARKVIEW DRIVE SUITE 270 LA MESA CA 91942 X STEVE COPP CHAIRMAN AND TRUSTEE 0.50 X 0 0 0 PAT PAULSON VICE CHAIRMAN AND TRUSTEE 0.50 X 0 0 0 MOSES MORENO SECRETARY AND TRUSTEE 0.50 X 0 0 0 DREW MILES TRUSTEE 0.50 X 0 0 0 SCOTT HOLLINGSWORTH TREASURER AND TRUSTEE 0.50 X 0 0 0 TAVIA BRUNNER ADMINISTRATOR 10.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES 561000 979008 979008 979008 979008 979008 0 0 PROGRAM EXPENSES 523367 ADMINISTRATION FEE 250000 BANK CHARGES 61 773428 3345 208925 3345 208925 0 0 X 0 0 0 0 3345 208925 3345 208925 3345 208925 205580 0 X X 0 1 X 1 0 0 1 0 0 979008 0 979008 0 979008 773428 0 773428 0 773428 0 0 0 SCHEDULE J - PART II SHEET METAL AND AIR CONDITIONING CONTRACTORS OF SAN DIEGO INDUSTRY FUND, INC. (THE "INDUSTRY FUND") PAYS AN ADMINISTRATIVE FEE TO SHEET METAL AND AIR CONDITIONING CONTRACTORS ASSOCIATION OF SAN DIEGO, INC. (THE "ASSOCIATION"), AN UNRELATED ORGANIZATION, TO MANAGE ITS FUNDS. THE ASSOCIATION THEN COMPENSATES ITS OFFICE PERSONNEL FOR PROVIDING THIS SERVICE, AS WELL AS FOR PROVIDING SERVICES TO THE ASSOCIATION. OFFICE PERSONNEL COMPENSATION IS INCLUDED IN THIS FEE BUT IS INDISTINGUISHABLE FROM THE OTHER COSTS OF MANAGING THE FUNDS COVERED BY THE FEE; THEREFORE WE CANNOT DETERMINE THE PORTION OF HER REPORTABLE COMPENSATION FROM THE ASSOCIATION THAT RELATES SOLELY TO THE INDUSTRY FUND. STEVE COPP COMMON DIRECTOR 773367 PROGRAM SERVICES AND ADMINISTRATIVE FEES 0 TAVIA BRUNNER COMMON ADMINISTRATOR 773367 PROGRAM SERVICES AND ADMINISTRATIVE FEES 0 FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE ONE CLASS OF MEMBERS IN THIS CORPORATION. ALL COMPANIES ENGAGED IN THE SHEET METAL AND/OR HVAC BUSINESS WHO ARE SUBJECT TO THE TERMS AND CONDITIONS OF A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SHEET METAL AND AIR CONDITIONING CONTRACTORS NATIONAL ASSOCIATION OF SAN DIEGO, INC. AND SHEET METAL WORKERS INTERNATIONAL ASSOCIATION, LOCAL NO. 206, OR BETWEEN ANY OTHER EMPLOYER AND SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL NO. 206, WHO CONTRIBUTE TO THIS CORPORATION IN ACCORDANCE WITH THE TERMS OF SUCH COLLECTIVE BARGAINING AGREEMENTS, SHALL BE MEMBERS OF THIS CORPORATION. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY ORGANIZATION'S EXTERNAL C.P.A. AND PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THIS POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH RESPONSIBLE PERSON SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVE COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO A NOT-FOR-PROFIT ORGANIZATION, OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO SMACNA INDUSTRY FUND. ANY SUCH INFORMATION REGARDING BUSINESS INTERESTS OR A RESPONSIBLE PERSON OR A FAMILY MEMBER SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE ADMINISTRATOR, THE CHAIR, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, THE FUND SHALL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC REVIEW AT A MUTUALLY CONVENIENT TIME. PART 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.