Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

  total $2,591,092 · related or exempt $2,591,092

• 3 · Investment income

  total $757,473 · excluded $757,473

• 7a · Gross sales of assets other than inventory

  securities $9,731,197

• 7b · Less cost or other basis and sales expenses

  securities $8,907,770

• 7c · Gain or loss

  securities $823,427

• 7d · Net gain or loss

  total $823,427 · excluded $823,427

Functional expenses

Part IX, the statement of functional expenses.

• 4 · Benefits paid to or for members

  total $2,695,330

• 11a · Fees: management

  total $255,379

• 11b · Fees: legal

  total $11,307

• 11c · Fees: accounting

  total $18,869

• 11f · Fees: investment management

  total $19,652

• 11g · Fees: other

  total $15,000

• 13 · Office expenses

  total $654

• 23 · Insurance

  total $10,509

• 24a · Other expenses: OTHER EXPENSE

  total $1,610

• 24b · Other expenses: SEVERANCE FEE GENERATED

  total $869

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $384,367 · end of year $652,151

• 2 · Savings and temporary cash investments

  beginning of year $185,709 · end of year $817,504

• 4 · Accounts receivable

  beginning of year $280,917 · end of year $206,423

• 9 · Prepaid expenses and deferred charges

  beginning of year $2,751 · end of year $2,751

• 11 · Investments: publicly traded securities

  beginning of year $19,123,745 · end of year $19,736,683

• 17 · Accounts payable and accrued expenses

  beginning of year $3,032 · end of year $24,878

• 29 · Capital stock, trust principal or current funds

  beginning of year $0 · end of year $0

• 30 · Paid-in or capital surplus, or land, building or equipment fund

  beginning of year $0 · end of year $0

• 31 · Retained earnings, endowment or other funds

  beginning of year $19,974,457 · end of year $21,390,634

The filer's explanations (Part III)

PART I, LINE 3

FOR MATT FAIRBANKS, JASON DAMMAN, DAVE HOLZER, AND ISAAC LAUDENBACH COMPENSATION IS DETERMINED BY THE INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS LOCAL UNION 10 COMPENSATION POLICY. FOR JOHN QUARNSTROM AND BLAKE PARSONS THE BOARD OF DIRECTORS OF SMARCA DETERMINES COMPENSATION ANNUALLY.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

• ADMIRAL RADON & MECHANICAL SERVICES LLC

• ADVANCED DESIGN CONTRACTING LLC

• AIRTECH THERMEX LLC

• AMAXX MECHANICAL LLC

• DIVERSE CONSTRUCTION SERVICES LLC

• DNS PLUMBING & HEATING LLC

• DOWNTOWN MECHANICAL LLC

• ERECTOR METALS LLC

• GENERAL SHEET METAL COMPANY LLC

• GILBERT MECHANICAL CONTRACTORS LLC

• GO FETSCH MECHANICAL LLC

• HYBRID MECHANICAL LLC

• KARPE MECHANICAL LLC

• KRAFT CONTRACTING LLC DBA KRAFT MECHANICAL LLC

• MODERN HEATING & AIR CONDITIONING LLC

• NORTHERN COMMERCIAL SERVICES LLC

• PREVENTIVE MECHANICAL SERVICES LLC

• THE INSULATORS LLC DBA SOUTHERN MINNESOTA MECHANICAL

• TWISTED MECHANICAL LLC

• YALE MECHANICAL LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

• API INC

• AER INC

• AIR CONDITIONING ASSOCIATES

• ALBERS MECHANICAL CONTRACTORS INC

• ALDO INC

• ALLAN MECHANICAL INC

• ARCHITECT MECHANICAL INC

• ASSOCIATED MECHANICAL CONTRACTORS INC

• ATOMIC ARCHITECTURAL SHEET METAL INC

• B&B SHEET METAL & ROOFING INC

• BL DALSIN ROOFING

• BAKER MECHANICAL INC DBA BAKER GROUP

• BAL-TECH INC

• BERWALD ROOFING COMPANY INC

• BIM DESIGNS INC

• BINDER HEATING & AIR CONDITIONING INC

• BROGAN HEATING & AIR CONDITIONING INC

• CENTRAIRE HEATING & AIR CONDITIONING

• CENTRAL ROOFING COMPANY

• CHAPPELL CENTRAL INC

• CLIMATE MAKERS INC

• COMET HEATING & AIR INC

• COMMERCIAL KITCHEN SERVICES CORP

• COMMERCIAL PLUMBING & HEATING

• COMMERCIAL ROOFING AND SHEET METAL INC

• COOL AIR MECHANICAL INC

• CORPORATE MECHANICAL INC

• CORVAL CONSTRUCTORS INC

• CROWN CORR INC

• CUSTOM STAINLESS STEEL INC

• DAIKIN APPLIED AMERICAS INC DBA DAIKIN APPLIED

• DIVISION V SHEET METAL INC

• DMC PLUMBING & HEATING INC

• DP FABRICATION

• EGAN COMPANIES INC DBA EGAN COMPANY

• ELANDER MECHANICAL INC

• ERICKSON PLUMBING HEATING COOLING INC

• FAIRCON SERVICE COMPANY

• FLYNN MIDWEST LP

• GALAXY MECHANICAL INC

• GREENMAN HEATING & RFG INC

• GTS HVAC INC

• HARRIS ROCHESTER INC

• HARRIS ST PAUL INC

• HARTY MECHANICAL INC

• HORWITZ INC DBA (HORWITZ NSI)

• J F AHERN CO

• JOHN A DALSIN & SON INC

• KB SERVICE COMPANY

• L & L SHEET METAL

• LSV METALS INC

• LAKE AREA ROOFING & CONSTRUCTION INC

• LEGACY COMPANIES INC

• LEGEND MECHANICAL

• MG MCGRATH INC

• MAD MECHANICAL INC

• MAJOR MECHANICAL LLC

• MASTER MECHANICAL INC

• MCDOWALL COMPANY

• METROPOLITAN MECHANICAL CONTRACTORS INC (MMC)

• MIDWEST KITCHEN SERVICE INC

• MINT ROOFING INC

• MJ O'CONNOR INC

• MODERN

• NASSEFF MECHANICAL CONTRACTORS INC (NASSEFF PLUMBING & HEATING INC)

• NELSON MECHANICAL INC

• NORDIC SERVICES INC

• NORTH COUNTRY INSTALLATION INC

• NORTHERN AIR CORPORATION (DBA NAC MECHANICAL & ELECTRICAL)

• NORTHLAND MECHANICAL CONTRACTORS INC

• PALEN KIMBALL LLC

• PALMER WEST CONSTRUCTION COMPANY INC

• PETERSON SHEET METAL

• PIONEER POWER INC

• PREMIER TEST & BALANCE INC

• QCMF LLC DBA QUALITY SHEET METAL FABRICATORS

• QUALITY SHEET METAL FABRICATORS INC

• RAINVILLE-CARLSON INC

• ROOF TECH INC

• S R MECHANICAL INC

• SAYLER HEATING AND AIR CONDITIONING INC

• SCHADEGG MECHANICAL INC

• SEASONAL CONTROL MECH DIV INC

• SENTRA-SOTA SHEET METAL INC

• SHEET METAL CONNECTORS INC

• SHERIDAN SHEET METAL COMPANY

• SKOGEN MECHANICAL

• SPRIGGS MECHANICAL INC

• ST CLOUD REFRIGERATION INC

• SYSTEMS MANAGEMENT & BALANCING OF MINNESOTA (MARCUS GLOBAL INC)

• TEST & BALANCE ASSOCIATES INC

• TEST & BALANCE SOLUTIONS INC

• THELEN HEATING & ROOFING INC

• TOTAL AIR INC

• TOTAL MECHANICAL SERVICES INC

• TRIMARK MARLINN LLC DBA TRIMARK MINNESOTA

• TWEET-GAROT MECHANICAL INC

• US MECHANICAL INC

• VENT FAB INC

• WEIDNER'S PLUMBING & HEATING

• WENZEL HEATING & AIR CONDITIONING (FORCED AIR INC)

• WINONA HEATING & VENTILATION COMPANY INC