Form 990 for tax year 2023
Filed by TRI COUNTIES AIR CONDITIONING & SHEET METAL CONTR ASSN INC.
Totals
- Total revenue
- $591,108
- Total expenses
- $591,870
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $591,093
- Investment income
- $15
- Other revenue
- $0
- Total assets, end of year
- $283,247
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $283,247
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: ADMINISTRATIVE FEES
total $284,011 · related or exempt $284,011
-
2b · Program service revenue: MANAGEMENT FEES
total $287,424 · related or exempt $287,424
-
2c · Program service revenue: Membership Dues & Assessments
total $5,625 · related or exempt $5,625
-
2d · Program service revenue: THIRD PARTY ADMIN FEES
total $14,033 · related or exempt $14,033
-
3 · Investment income
total $15 · related or exempt $15
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $434,961
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $65,887
-
8 · Pension plan contributions
total $20,665
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $20,908
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $4,800
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $2,001
-
12 · Advertising and promotion
total $247
-
13 · Office expenses
total $1,621
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $2,314
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $32,121
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $4,905
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,350
-
24a · Other expenses: Postage and Shipping
total $66
-
24b · Other expenses: TAXES & FEES
total $24
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $154,690 · end of year $129,007
-
2 · Savings and temporary cash investments
beginning of year $70,874 · end of year $70,888
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $58,445 · end of year $83,352
-
27 · Net assets without donor restrictions
beginning of year $284,009 · end of year $283,247
Mission and programs · 2023
Mission
TO ESTABLISH AND MAINTAIN HARMONIOUS RELATIONS AMONG ALL OF THE AIR CONDITIONING, HEATING, AND SHEET METAL CONTRACTORS, WITH OTHER BRANCHES OF THE CONSTRUCTION INDUSTRY, AND WITH THE GENERAL PUBLIC. TO PROMOTE AND EXPAND USE OF AIR CONDITIONING, HEATING AND SHEET METAL MATERIALS IN THE CONSTRUCTION INDUSTRY. TO ESTABLISH AND MAINTAIN FAVORABLE AND HARMONIOUS RELATIONS BETWEEN AIR CONDITIONING, HEATING AND SEHET METAL CONTRACTORS AND THE MANUFACTURERS, DISTRIBUTORS AND CONSUMERS OF THEIR PRODUCTS. TO ESTABLISH ETHICAL STANDARDS OF CONDUCT AND TO PROMOTE A HIGH QUALITY OF WORKMANSHIP AND SERVICE TO THE PUBLIC. TO PROMOTE, ESTABLISH AND MAINTAIN HARMONIOUS EMPLOYER-EMPLOYEE RELATIONS WITHIN THE INDUSTRY AND TO ESTABLISH AND MAINTAIN COLLECTIVE BARGAINING RELATIONSHIPS.
-
THE ORGANIZATION ARRANGES AND PROVIDES MEETINGS OF MEMBERS FOR THE INTERCHANGE OF VIEWS FOR THEIR MUTUAL BENEFIT AND PROVIDES AN EFFECTIVE AGENCY THROUGH WHICH TO EXPRESS THEIR COLLECTIVE BIEWS AND ENGAGE IN RESEARCH AND EDUCATIONAL ACTIVITIES AND DISSEMINATE INFORMATION TO ITS MEMBERS. THE ORGANIZATION ACTS AS A BARGAINING AGENT REGARDING AGREEMENTS BETWEEN LOCAL UNIONS AND ITS MEMBERS AND TO COOPERATE IN THE ESTABLISHMENT AND PROMOTION OF JOURNEYMEN AND APPRENTICESHIP TRAINING PROGRAMS.
As filed on the 2023 return.
Listed in Part VII
-
Stan CapelliSTAN CAPELLI
Executive VP
- Total calculated
- $434,961
- From this org
- $350,745
- From related orgs
- $0
- Other
- $84,216
- Hours/week
- 32 + 0.25 related
Schedule J breakdown matched by us
- Base
- $323,083
- Bonus
- $14,462
- Other
- $13,200
- Deferred
- $62,600
- Nontaxable benefits
- $21,616
- Filer's total
- $434,961
-
Tom ReedTOM REED
President
- Total calculated
- $0
- Hours/week
- 1 + 0.25 related
-
Ross LorenczROSS LORENCZ
Vice President
- Total calculated
- $0
- Hours/week
- 1 + 0.25 related
-
Todd HenardTODD HENARD
Treasurer
- Total calculated
- $0
- Hours/week
- 1 + 0.25 related
-
Hector VargasHECTOR VARGAS
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.25 related
-
Austin HargettAUSTIN HARGETT
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.25 related
-
Steve BonesoSTEVE BONESO
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.25 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SM INDUSTRY FUND OF THE TRI-COUNTIES
501(C)(6) · PROMOTE AC INDUSTRY · CA
-
501(C)(6) · PROMOTE AC INDUSTRY · CA
-
501(C)(6) · PROMOTE AC INDUSTRY · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 June 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511569349301361
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