2024-11-15T09:31:35-06:00 2023-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD SUITE 400 SAN RAMON CA 94583 990 2023-01-01 946138707 SHEET METAL WORKERS LOCAL 104 APPRENTICE & JOURNEYMAN TRAINING PROGRAM % TIM MYRES SHEE 5104839035 1401 GREENVILLE ROAD LIVERMORE CA 94550 RICK WERNER CHAIRMAN 5104839035 2024-11-14 true true JASMINE S BAKER P01452246 9252779100 2023 2024-10-15 13:58:12Z Rick Werner 1401 GREENVILLE ROAD LIVERMORE CA 94550 16354244 false X n/a X 1966 CA SHEET METAL WORKERS LOCAL 104 AND BAY AREA INDUSTRY TRAINING FUND IS A JOINT LABOR-MANAGEMENT TRUST DEDICATED TO PROVIDE MEN AND WOMEN OF THE SHEET METAL INDUSTRY THE 14 14 81 0 0 0 666769 1318255 8566083 8733128 9333281 371853 1309963 1303115 19876096 11726351 542892 566900 0 0 7032205 6303276 0 0 0 3726014 3208756 11301111 10078932 8574985 1647419 52027601 54022607 1665538 1441798 50362063 52580809 TO FURTHER THE EDUCATION AND TRAINING OF APPRENTICES & JOURNEYPERSONS. false false 9367387 566900 10014187 EDUCATED AND TRAINED ELIGIBLE EMPLOYEES (IN NORTHERN CALIFORNIA) IN ALL PHASES OF SHEET METAL INDUSTRY. 9367387 true true false false false false false false false false true false false false true false false true true false false false false false true true false false true true false false false false false false false false true false false false true false false false false true 12 0 true 81 true false false false false false true true false false false false false false X 14 14 false false false false false false false true false false true true true true true true true false false false false CA X TIM MYRES 5104839035 1401 GREENVILLE ROAD livermore CA 94550 X BEN RIVERA CO-ADMINISTRATORS 40.0 0.0 X 195270 0 134530 TIM MYRES CO-ADMINISTRATORS 40.0 0.0 X 195270 0 134530 NATHANIEL J VENNARUCCI COORDINATOR 40.0 0.0 X 197783 0 104994 WILLIAM PICO FT INSTRUCTOR 40.0 0.0 X 195270 0 104994 BRAD DE YOUNG TRAINING COORDINATOR 40.0 0.0 X 194677 0 104994 PAUL D IRWIN CO-CHAIR/TRUSTEE 2.0 0.0 X 0 0 0 RICK WERNER CO-CHAIR/TRUSTEE 2.0 0.0 X 0 0 0 JEFF SALVOTTI TRUSTEE - TERM. 12/2023 2.0 0.0 X 0 0 0 SEAN E O' DONOGHUE TRUSTEE 2.0 0.0 X 0 0 0 KEITH DIAS TRUSTEE 2.0 0.0 X 0 0 0 SEAN GREENWOOD TRUSTEE 2.0 0.0 X 0 0 0 RICHARD KOENIG TRUSTEE 2.0 0.0 X 0 0 0 CASEY VANDENHEUVEL TRUSTEE 2.0 0.0 X 0 0 0 KATHY DE JONG TRUSTEE 2.0 0.0 X 0 0 0 BRIAN WERNER TRUSTEE 2.0 0.0 X 0 0 0 CHARLIE THROSSEL TRUSTEE 2.0 0.0 X 0 0 0 BRIAN A MASTERS TRUSTEE 2.0 0.0 X 0 0 0 STAN CAPELLI TRUSTEE - EFF. 3/2023 2.0 0.0 X 0 0 0 JASON HUTTON TRUSTEE - EFF. 12/2023 2.0 0.0 X 0 0 0 SHERI LEARMONTH TRUSTEE 2.0 0.0 X 0 0 0 978270 0 584042 17 false true false JM O' Neill Inc 354 Earhart Way LIVERMORE CA 94551 Contractor 571350 STRATEGY WORKPLACE COMMUNICATIONS 1151 HARBOR BAY PKWAY STE 280K ALAMEDA CA 945026533 COMMUNICATIONS 194490 2 113610 1181453 23192 0 1318255 EMPLOYER CONTRIBUTIONS 900099 8570251 8570251 RENTAL INCOME 900099 162877 162877 8733128 381260 381260 0 0 0 0 0 4480298 4489705 -9407 -9407 -9407 97590 113610 97590 62654 40598 22056 22056 0 0 0 SALE OF SUPPLIES 900099 1512 1512 OTHER INCOME 900099 27216 27216 COLLEGE REIMBURSEMENTS 900099 1252331 1252331 1281059 11726351 10014187 0 393909 0 566900 566900 0 0 0 0 4127481 3879832 247649 1028382 966679 61703 853425 802220 51205 293988 276349 17639 0 54635 54635 112010 112010 0 0 20800 19552 1248 194490 182821 11669 0 88135 82847 5288 60421 56796 3625 0 799010 751069 47941 41236 38762 2474 0 40062 37658 2404 0 0 1364890 1282997 81893 169374 159212 10162 MISCELLANEOUS EXPENSE 45217 45217 TRAINING MATERIAL 193976 193976 INSTRUCTOR TRAINING 21620 21620 AWARDS AND SELECTION COSTS 2880 2880 10078932 9367387 711545 0 X 5587723 2358659 1809876 619840 0 0 2412502 3236203 0 0 0 0 0 0 0 0 4768 5536 49727008 14668100 35561180 35058908 6651552 12743461 0 0 0 0 0 0 0 0 52027601 54022607 559150 398365 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1106388 1043433 1665538 1441798 X 0 0 0 0 0 0 50362063 52580809 52027601 54022607 1647419 571327 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7064000 7064000 40651000 13398416 27252584 2012008 1269684 742324 0 35058908 0 WITHDRAWAL LIABILITY 1043433 1043433 X PART X, LINE 2: THE TRUST'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS AND IS CURRENTLY UNDER AUDIT BY THE DEPARTMENT OF LABOR. true true true true true true true false false false false false false false false true false true FORM 990, SCH E, PART I, LINE 3: JATC PARTICIPATED IN ITS LOCAL (COMMUNITY AND HIGH SCHOOL) AND STATEWIDE JOB FAIRS. INFORMATIONAL FLYERS WERE DISTRIBUTED AT THOSE JOB FAIRS, WHICH CONTAIN A NON-DISCRIMINATION CLAUSE. FORM 990, SCH E, PART I, LINE 6: THE ORGANIZATION RECEIVES ASSISTANCE FROM THE CALIFORNIA APPRENTICESHIP COUNCIL OF THE STATE OF CALIFORNIA AND MONTOYA FUNDS FROM THE STATE OF CALIFORNIA. GOLF TOURNAMENT 211200 113610 97590 2900 31601 42446 8381 12262 0 211200 113610 97590 2900 31601 42446 8381 12262 97590 62654 40533 65 false 62654 40533 65 40598 22056 CA true The organization holds a raffle in connection with the Golf Tournament reported in Schedule G, Part II. The prizes for the raffle were donated by an affiliated organization, International Assn. of SMART No. 104, and amounted to $40,533. false true false 1.00000 MIKE NESBITT - PRINCIPAL OFFICER 2610 CROW CANYON ROAD SAN RAMON CA 94583 false INT'L ASSN OF SMART NO 104 Mike SEE PART IV X true 56389 SCHEDULE G, PART III, LINE 9B, EXPLANATION: THE ORGANIZATION HOLDS A RAFFLE IN CONNECTION WITH THE GOLF TOURNAMENT REPORTED IN SCHEDULE G, PART II. THE PRIZES FOR THE RAFFLE WERE DONATED BY AN AFFILIATED ORGANIZATION, INTERNATIONAL ASSN. OF SMART NO. 104, AND AMOUNTED TO $40,533. true Scholarships 83 566900 0 Part I, Line 2: FOR A MECHANICAL ENGINEERING APPLICANT: MUST BE ENROLLED IN AN ABET,Inc. OR SUBSTANTIALLY EQUIVALENT MECHANICAL ENGINEERING PROGRAM AND A MEMBER IN GOOD STANDING OF THE AMERICAN SOCIETY OF MECHANICAL ENGINEERS, IF APPLICABLE. FOR ALL OTHER APPLICANTS: MUST BE A FULL-TIME UNDERGRADUATE STUDENT AT AN ACCREDITED COLLEGE/UNIVERSITY WITH A MINIMUM GPA OF 3.0. X false false false false false false false false false BEN RIVERA CO-ADMINISTRATORS 195270 0 0 0 0 0 109387 0 25143 0 329800 0 0 0 TIM MYRES CO-ADMINISTRATORS 195270 0 0 0 0 0 109387 0 25143 0 329800 0 0 0 BRAD DE YOUNG TRAINING COORDINATOR 194677 0 0 0 0 0 79851 0 25143 0 299671 0 0 0 NATHANIEL J VENNARUCCI COORDINATOR 197783 0 0 0 0 0 79851 0 25143 0 302777 0 0 0 WILLIAM PICO FT INSTRUCTOR 195270 0 0 0 0 0 79851 0 25143 0 300264 0 0 0 X Raffle Prizes 37 40533 Cost false false false Form 990, Schedule M, Line 25, PArt I, Column (B): 1 SAMSUNG 75" 4K UHD LED LCD TV $824.43 1 SAMSUNG 75" 4K UHD LED LCD TV $832.87 1 SAMSUNG 85" 4K UHD QLED LCD TV $1,650.37 1 SAMSUNG 85" 4K UHD QLED LCD TV $1,650.37 1 HIBOY DK1 ELECTRIC DIRT BIKE FOR KIDS $418.34 1 MACBOOK AIR 13.6" 256 GB $1,033.65 1 MACBOOK AIR 13.6" 256 GB $1,033.65 1 MACBOOK PRO 16" 512 GB $2,443.59 1 MACBOOK PRO 16" 512 GB $2,443.59 1 SIMON MILLER LINKED PUFFIN MINI TOP-HANDLE BAG $209.49 1 MARC JACOBS LARGE TOTE $245.12 1 ISABEL MARANT LEATHER TOTE $1,079.80 1 MARC JACOBS SNAPSHOT BAG $353.52 1 REBECCA MINKOFF LARGE LEATHER TOTE BAG $288.05 1 TORY BURCH BASKETWEAVE TOTE $291.96 1 BALMAIN B-ARMY SHOULDER BAG $971.41 1 JIMMY CHOO RAFFIA BEACH BAG $570.33 1 TORY BURCH MINI MONOGRAM LEATHER BUCKET BAG $519.38 1 iBUYPOWER GAMING DESKTOP WITH SAMSUNG GAMING MONITOR $2,406.48 1 CHRISTIAN LOUBOUTIN CABATA SMALL SHOULDER BAG $1,788.00 1 VERSACE LA MEDUSA LOGO CANVAS TOTE BAG $1,620.07 1 GUCCI OPHIDIA GG MEDIUM TOTE $1,788.19 1 XBOX SERIES X BUNDLE $650.29 1 VALVE STEAM DECK 256GB MOBILE GAMING CONSOLE $587.73 1 META QUEST 2 VR SET WITH LOGITECH CHORUS AUDIO HEADSET $433.51 1 PLAYSTATION 5 GOD OF WAR RAGNAROK BUNDLE: $639.43 1 BLACKSTONE 17" ON THE GO GRIDDLE & GRILL COMBO $486.71 1 BLACKSTONE 36" GRIDDLE W/HARD COVER $389.17 1 BLACKSTONE PORTABLE PIZZA OVEN $291.64 1 Heybike Mars Electric Bike $975.37 1 TITLEIST DRIVER + 7 IRONS $1,764.32 1 TAYLOR MADE DRIVER + 7 IRONS $1,555.53 1 AVENTON AVENTURE.2 EBIKE $1,965.42 1 12.9" Apple iPad Pro WIFI/128GB $1,148.03 1 12.9" Apple iPad Pro WIFI/128GB $1,148.03 1 DISNEY $2,017.38 1 DISNEY $2,017.38 FORM 990, PART I, LINE 1: HIGHEST LEVEL OF TRAINING, SKILLS AND KNOWLEDGE IN THIS TRADE. FORM 990, PART VI, SECTION A, LINE 8B: TRUST DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: BEFORE FILING THE FORM 990, COPIES OF THE FORM ARE DISTRIBUTED TO TRUSTEES FOR REVIEW AND APPROVAL AT THE SCHEDULED QUARTERLY MEETING. ADDITIONAL TIME IS GIVEN FOR FURTHER REVIEW AND COMMENTS. THE TRUSTEE BODY MAKES THE MOTION TO APPROVE AND SUBMIT BEFORE FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C: THE TRUSTEES REVIEW AND SIGN THE CONFLICT-OF-INTEREST POLICY ANNUALLY AT A BOARD OF TRUSTEES MEETING. TRUSTEES ARE REQUIRED TO DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTEREST THAT COULD GIVE RISE TO A CONFLICT. IF THERE IS A CONFLICT OF INTEREST, THE CONFLICTING INTEREST IS FULLY DISCLOSED AND DOCUMENTED IN WRITING. THE TRUSTEE OR FIDUCIARY WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL INFORMATION AVAILABLE TO THE ORGANIZATION'S MEMBERS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SMW Training - Castroville LLC 1100 Commercial Pkwy Castroville CA 95012 364958767 TITLE HOLDER CA 15984 531400 SMW 104 TNG SMW Training - Fairfield LLC 4350 Central Place Suite A Fairfield CA 94534 320619989 TITLE HOLDER CA 56095 3022509 SMW 104 TNG SMW Training - San Jose LLC 2350 Lundy Pl San Jose CA 95131 384138026 TITLE HOLDER CA 55342 3517700 SMW 104 TNG SMW Training - San Leandro LLC 1700 Marina Blvd San Leandro CA 94577 320620432 TITLE HOLDER CA 0 0 SMW 104 TNG SMW TRAINING - LIVERMORE LLC 1401 GREENVILLE Rd LIVERMORE CA 94550 352695388 TITLE HOLDER CA 43796 18023140 SMW 104 TNG