Civic Intelligence

Sheet Metal Ind Fund of the Tri-Countie

EIN 77-0304136 • 501(c)6 • Ventura, CA

Profile

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 conditioning 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.

2646 Palma Drive 150Ventura, CA 93003

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

2.38x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.19x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-6.0%

Higher net margin than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$434,961

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 101.6% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-6.6%

Faster asset growth than 41% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-6.0%

Faster revenue growth than 41% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$34,372

Down $2,434 (-6.6%) from 2023

Liabilities

Up

$81,877

Up $23,432 (+40%) from 2023

Net Assets

Down

-$47,505

Down $25,866 (-120%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin37th percentile

Revenue

Down

$427,902

Down $27,382 (-6.0%) from 2023

Expenses

Up

$453,768

Up $4,400 (+1.0%) from 2023

Net Income

Down

-$25,866

Down $31,782 (-537%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2011: $84,147Liabilities 2011: $16,949Net Assets 2011: $67,1982011Assets 2012: $67,008Liabilities 2012: $15,546Net Assets 2012: $51,4622012Assets 2013: $50,645Liabilities 2013: $20,0282013Assets 2014: $38,932Liabilities 2014: $32,784Net Assets 2014: $6,1482014Assets 2015: $58,587Liabilities 2015: $21,805Net Assets 2015: $36,7822015Assets 2016: $33,723Liabilities 2016: $27,456Net Assets 2016: $6,2672016Assets 2017: $45,636Liabilities 2017: $24,668Net Assets 2017: $20,9682017Assets 2018: $31,495Liabilities 2018: $58,289Net Assets 2018: -$26,7942018Assets 2019: $30,046Liabilities 2019: $56,413Net Assets 2019: -$26,3672019Assets 2020: $29,381Liabilities 2020: $76,361Net Assets 2020: -$46,9802020Assets 2021: $31,630Liabilities 2021: $66,018Net Assets 2021: -$34,3882021Assets 2022: $35,274Liabilities 2022: $62,829Net Assets 2022: -$27,5552022Assets 2023: $36,806Liabilities 2023: $58,445Net Assets 2023: -$21,6392023Assets 2024: $34,372Liabilities 2024: $81,877Net Assets 2024: -$47,5052024

Highlighted filing

2024

Assets$34,372
Liabilities$81,877
Net Assets-$47,505
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $237,775Expenses 2011: $241,895Net Income 2011: -$4,1202011Revenue 2012: $221,922Expenses 2012: $237,658Net Income 2012: -$15,7362012Revenue 2013: $186,105Expenses 2013: $206,950Net Income 2013: -$20,8452013Revenue 2014: $201,915Expenses 2014: $226,384Net Income 2014: -$24,4692014Revenue 2015: $314,558Expenses 2015: $283,924Net Income 2015: $30,6342015Revenue 2016: $322,880Expenses 2016: $353,395Net Income 2016: -$30,5152016Revenue 2017: $369,289Expenses 2017: $354,588Net Income 2017: $14,7012017Revenue 2018: $348,705Expenses 2018: $396,467Net Income 2018: -$47,7622018Revenue 2019: $364,281Expenses 2019: $363,854Net Income 2019: $4272019Revenue 2020: $381,131Expenses 2020: $401,744Net Income 2020: -$20,6132020Revenue 2021: $407,613Expenses 2021: $395,021Net Income 2021: $12,5922021Revenue 2022: $443,908Expenses 2022: $437,075Net Income 2022: $6,8332022Revenue 2023: $455,284Expenses 2023: $449,368Net Income 2023: $5,9162023Revenue 2024: $427,902Expenses 2024: $453,768Net Income 2024: -$25,8662024

Highlighted filing

2024

Revenue$427,902
Expenses$453,768
Net Income-$25,866
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,372
Liabilities
$81,877
Net assets
-$47,505
Revenue
$427,902
Expenses
$453,768
Net income
-$25,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.82$0.48$4.28$4.54$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.58$0.22$4.55$4.49$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.63$0.28$4.44$4.37$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.66$0.34$4.08$3.95$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.76$0.47$3.81$4.02$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.56$0.26$3.64$3.64$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.58$0.27$3.49$3.96$0.48
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.25$0.21$3.69$3.55$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.27$0.06$3.23$3.53$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.22$0.37$3.15$2.84$0.31
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.33$0.06$2.02$2.26$0.24
2013Summary only. Only limited summary data is available for this year.$0.51$0.20$1.86$2.07$0.21
2012Summary only. Only limited summary data is available for this year.$0.67$0.16$0.51$2.22$2.38$0.16
2011Summary only. Only limited summary data is available for this year.$0.84$0.17$0.67$2.38$2.42$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Jun 5, 2025
Return Version
2023v6.0
Gross Receipts
$427,902
Mission and Program Overview

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 conditioning 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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$25,836$25,836→ $0
Land, Buildings, and Equipment, Net$10,833$8,048▼ $2,785
Cash and Non-Interest-Bearing Accounts$137$488▲ $351
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$36,806$34,372▼ $2,434
Other Assets Total-$0-
Liabilities
Other Liabilities$58,445$81,877▲ $23,432
Total Liabilities$58,445$81,877▲ $23,432
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-21,639$-47,505▼ $25,866
Total Net Assets Fund Balance$-21,639$-47,505▼ $25,866
Total Liabilities and Net Assets / Fund Balance$36,806$34,372▼ $2,434

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,047$13,087$17,134
Other Land Buildings$3,284$8,704$11,988
Leasehold Improvements$717$5,668$6,385
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Tom ReedPresident
Hector VargasDirector
Todd HenardDirector
Stan CapelliExecutive VP
Ross LorenczSecretary
Steve BonesoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$427,900
Investment Income
$2
Other Revenue
$0
Change in Net Assets
$-25,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$453,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$326,011
Payments to Affiliates---$83,592
Occupancy---$25,856
Fees for Services Accounting---$7,241
Office Expenses---$4,694
Insurance---$3,589
Depreciation Depletion---$2,785
Total Functional Expenses$0$0$0$453,768
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Association$81,876
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

“Certain by-law modifications require approval by the membership.”

Form 990, Part VI, Section B, Line 11B

“Return is reviewed and approved for filing by the excecutive vice president.”

Form 990, Part VI, Section B, Line 12C

“Policy is reviewed and monitored by executive vice president annually.”

Form 990, Part VI, Section C, Line 18

“Available upon written request.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Industry Fund of the Tri-
EIN
77-0304136
Phone
8056424796
Address
2646 PALMA DRIVE 150, VENTURA, CA 93003

Signing Officer

Name
Stan Capelli
Title
Executive VP
Signed
2025-06-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stan Capelli
Formed
1991
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
0

Preparer

Firm
Winkler Thurlow Forner Cpas
Address
4360 ARDEN WAY 4, SACRAMENTO, CA 95864
Preparer
Tyler Thurlow CPA
Phone
9164858145
Raw XML Appendix396 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0STAN CAPELLI
IRS990/BooksInCareOfDetail/PhoneNum08056424796
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02646 PALMA DRIVE 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0137
IRS990/CashNonInterestBearingGrp/EOYAmt0488
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02
IRS990/CYOtherExpensesAmt0453768
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0427900
IRS990/CYRevenuesLessExpensesAmt0-25866
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0453768
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0427902
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt02785
IRS990/Desc0THE 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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt07241
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0326011
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt032.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt084216
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0STAN CAPELLI
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM REED
IRS990/Form990PartVIISectionAGrp/PersonNm2ROSS LORENCZ
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE BONESO
IRS990/Form990PartVIISectionAGrp/PersonNm4HECTOR VARGAS
IRS990/Form990PartVIISectionAGrp/PersonNm5TODD HENARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0350745
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive VP
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0427902
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt03589
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt027459
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010833
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08048
IRS990/LandBldgEquipCostOrOtherBssAmt035507
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-21639
IRS990/NetAssetsOrFundBalancesEOYAmt0-47505
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-21639
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-47505
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt025856
IRS990/OfficeExpensesGrp/TotalAmt04694
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt058445
IRS990/OtherLiabilitiesGrp/EOYAmt081877
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt083592
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0STAN CAPELLI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS RECEIPTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0427849
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0427849
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt151
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt02
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0449368
IRS990/PYProgramServiceRevenueAmt0455282
IRS990/PYRevenuesLessExpensesAmt05916
IRS990/PYTotalExpensesAmt0449368
IRS990/PYTotalRevenueAmt0455284
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-25866
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025836
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025836
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04047
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013087
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017134
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0717
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05668
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06385
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03284
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08704
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt081876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ASSOCIATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08048
IRS990ScheduleD/TotalLiabilityAmt081877
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt014462
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0323083
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt062600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021616
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt013200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STAN CAPELLI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive VP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0434961
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CERTAIN BY-LAW MODIFICATIONS REQUIRE APPROVAL BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN IS REVIEWED AND APPROVED FOR FILING BY THE EXCECUTIVE VICE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY IS REVIEWED AND MONITORED BY EXECUTIVE VICE PRESIDENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TRI-COUNTIES AIR CONDSM CONTR ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952477522
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE AC INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02646 PALMA DRIVE 150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0VENTURA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093003
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0326011
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt126392
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt256529
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COMPILED FS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COMPILED FS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2COMPILED FS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TRI-COUNTIES AIR CONDSM CONTR ASSOC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1TRI-COUNTIES AIR CONDSM CONTR ASSOC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2TRI-COUNTIES AIR CONDSM CONTR ASSOC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0m
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt036806
IRS990/TotalAssetsEOYAmt034372
IRS990/TotalAssetsGrp/BOYAmt036806
IRS990/TotalAssetsGrp/EOYAmt034372
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0453768
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt058445
IRS990/TotalLiabilitiesEOYAmt081877
IRS990/TotalLiabilitiesGrp/BOYAmt058445
IRS990/TotalLiabilitiesGrp/EOYAmt081877
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-21639
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-47505
IRS990/TotalOtherCompensationAmt084216
IRS990/TotalProgramServiceRevenueAmt0427900
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0427902
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0427902
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036806
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034372
IRS990/TotReportableCompRltdOrgAmt0350745
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02646 PALMA DRIVE 150
IRS990/USAddress/CityNm0VENTURA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093003
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STAN CAPELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive VP
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL INDUSTRY FUND OF THE TRI-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNTIES INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0770304136
ReturnHeader/Filer/PhoneNum08056424796
ReturnHeader/Filer/USAddress/AddressLine1Txt02646 PALMA DRIVE 150
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320329674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINKLER THURLOW FORNER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04360 ARDEN WAY 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095864
ReturnHeader/PreparerPersonGrp/PhoneNum09164858145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tyler Thurlow CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-05T11:38:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.