Nonprofit · EIN 77-0304136
SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC
Tax-exempt · VENTURA, CA 93003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $466,556 | $387,408 | $79,148 | $31,643 | $0 | $31,643 |
| October 31, 2024 | 990 | $427,902 | $453,768 | -$25,866 | $34,372 | $81,877 | -$47,505 |
| October 31, 2023 | 990 | $455,284 | $449,368 | $5,916 | $36,806 | $58,445 | -$21,639 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $466,554
- Investment income
- $2
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,031
- Accounting fees
- $4,400
- Depreciation
- $2,785
Balance sheet and other
- Total assets, start of year
- $34,372
- Total assets, end of year
- $31,643
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,643
- Land, buildings and equipment
- $5,263
- Net assets without donor restrictions
- $31,643
- Gross receipts
- $466,556
- Employees
- 0
- Year formed
- 1991
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STAN CAPELLI | Executive VP Trustee or director, Officer | 8 | $0 | $351,071 | $91,279 |
| TOM REED | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROSS LORENCZ | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVE BONESO | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HECTOR VARGAS | Director Trustee or director | 1 | $0 | $0 | $0 |
| TODD HENARD | Director Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN HILL | Executive VP Trustee or director, Officer | 8 | $0 | $0 | $0 |
990 for the year ended October 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STAN CAPELLI | Executive VP Trustee or director, Officer | 1 | $0 | $350,745 | $84,216 |
| TOM REED | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROSS LORENCZ | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVE BONESO | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HECTOR VARGAS | Director Trustee or director | 1 | $0 | $0 | $0 |
| TODD HENARD | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended October 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STAN CAPELLI | Executive VP Trustee or director, Officer | 1 | $0 | $302,405 | $83,840 |
| TOM REED | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROSS LORENCZ | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVE BONESO | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HECTOR VARGAS | Director Trustee or director | 1 | $0 | $0 | $0 |
| TODD HENARD | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2646 PALMA DR STE 150, VENTURA, CA 93003-6355
- In care of
- % DALE TOWNE
- Principal officer (990 for 2024)
- BRIAN HILL, 2646 PALMA DRIVE 150, VENTURA, CA 93003
- Signed the 990
- BRIAN HILL, Executive VP
- Phone
- (805) 642-4796
- Return prepared by
- WINKLER THURLOW FORNER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0304136 or by the name SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE PRIMARY, SPECIFIC PURPOSE OF THIS CORPORATION IS TO ESTABLISH, CONDUCT OR PARTICIPATE IN SUCH EDUCATIONAL PROGRAMS FOR EMPLOYERS AND EMPLOYEES IN THE SHEET METAL AND AIR CONDITIIONING INDUSTRY, AND THE GENERAL PUBLIC, WITH RESPECT TO NEW TECHNIQUES, IDEAS AND METHODS WHICH WILL IMPROVE THE INDUSTRY AND INCREASE THE CONTRIBUTION THAT THE INDUSTRY CAN MAKE TO THE COMMUNITY.
Program accomplishments
- THE ORGANIZATION PROVIDES ITS PROGRAM AND FURTHER EDUCATES EMPLOYERS AND EMPLOYEES TO PROMOTE HARMONY BETWEEN THEM. THE ORGANIZATION STUDIES, FURTHER EDCUATES AND IMPLEMENTS ITS PROGRAM TO MAKE THE INDUSTRY OF GREATER SERVICE TO THE PUBLIC WHILE ENGAGING IN ACTIVITIES ADVANCING THE COMMON PINCIPLE OF UNIONS AND EMPLOYERS AND AVOIDING LABOR DISPUTERS AND WORK STOPPAGE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 77-0304136
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $31,643
- Income (IRS master file)
- $466,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $466,556 | $387,408 | $31,643 | XML |
| 990 | October 2024 | $427,902 | $453,768 | $34,372 | XML |
| 990 | October 2023 | $455,284 | $449,368 | $36,806 | XML |
| 990 | October 2022 | $443,908 | $437,075 | $35,274 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0304136).
Questions about SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC
- What is the EIN of SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC?
- The employer identification number (EIN) of SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC is 77-0304136.
- Is SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1992.
- Are donations to SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC?
- The 990 for the year ended October 31, 2025 names BRIAN HILL.
- Who are the officers and directors of SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC?
- The 990 for the year ended October 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SHEET METAL INDUSTRY FUND OF THE TRI-COUNTIES INC have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $466,556, expenses of $387,408 and total assets of $31,643 at year end.
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