2024-10-21T09:31:09-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-01-01 237163057 CARPENTERS-EMPLOYERS APPRENTICESHIP AND TRAINING TRUST FUND OF WASHINGTON-IDAHO CARP 2534375235 20424 72ND AVE SOUTH KENT WA 98032 PAULA RESA EXECUTIVE DIRECTOR 2534375235 2024-10-08 1 0 ALLEN GILBERT CPA P01380103 4252506100 2023 2024-10-15 13:58:12Z NORTHWEST CARPENTER'S INSTITUTE OF WASHINGTON JIM GLEASON 20424 72ND AVE SOUTH KENT WA 98032 62749731 0 X N/A X 1972 WA TO PROVIDE CARPENTER TRAINING AND RETRAINING FOR ELIGIBLE PARTICIPANTS. 6 6 54 0 0 0 0 0 14475016 13513788 1353424 3220387 512982 353123 16341422 17087298 0 0 0 0 8628251 6019730 0 0 0 6128329 5016888 14756580 11036618 1584842 6050680 68247787 74755628 15904758 14487902 52343029 60267726 TO PROVIDE TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS. 0 0 8604754 0 13497014 TO PROVIDE CARPENTERS TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS.DURING THE 2023 YEAR, THE TRAINING TRUST HELD 1,424 CLASSES WITH 1,750 STUDENTS FOR OVER 56,960 STUDENT PARTICIPANT HOURS. THE CLASSES SERVE APPRENTICES STRIVING TO BECOME JOURNEY-PEOPLE AS WELL AS SERVING THE ESTABLISHED JOURNEY-PEOPLE IN OBTAINING NEW OR MAINTAINING SKILLS THROUGH CONTINUING EDUCATION. 8604754 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 54 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 X PAULA RESA 2534375235 20424 72ND AVE SOUTH KENT WA 98032 JAMES GLEASON CO-CHAIRMAN (RESIGNED OCT 2023) 0.50 X X 0 0 0 ANDREW LEDBETTER TRUSTEE 0.50 X 0 0 0 JESSE SCOTT-KANDOLL TRUSTEE 0.50 X 0 0 0 ERIC TAYLOR TRUSTEE 0.50 X 0 0 0 ANTHONY PENA TRUSTEE 0.50 X 0 0 0 JAMES T WELSH TRUSTEE 0.50 X 0 0 0 PAULA RESA EXECUTIVE DIRECTOR 40.00 X 234654 0 40870 JACK HUTCHINSON CFO 40.00 X 165006 0 40870 JOSEPH CRUMP INSTRUCTOR 40.00 X 152199 0 42921 DUSTIN GREGORY INSTRUCTOR 40.00 X 145848 0 40552 MARIANNA HYKE INSTRUCTOR 40.00 X 146424 0 40786 CYNTHIA GAUDIO INSTRUCTOR 40.00 X 147000 0 40870 STEPHEN ANDERSON INSTRUCTOR 0.50 X 147000 0 40870 1138131 0 287739 21 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 11790918 11790918 PRE-APPRENTICE REIMBURSEMENTS 525100 1229498 1229498 FACILITY USE FEE 525100 401541 401541 SHARED SERVICE REIMBURSEMENTS 525100 78331 78331 REGISTRATIONS 525100 13500 13500 13513788 1010038 1010038 245841 0 245841 245841 245841 47821531 45611182 2210349 2210349 2210349 34477 51251 -16774 -16774 OTHER INCOME 525100 124056 124056 124056 17087298 13497014 0 3590284 481400 481400 3767929 3205459 562470 709504 510475 199029 625684 449989 175695 435213 113197 322016 32501 901 31600 55934 55934 22500 22500 92449 92449 81959 11593 70366 18178 18178 104760 71012 33748 9295 6301 2994 432384 293092 139292 44436 44436 13882 13882 449849 449849 1432810 1275423 157387 220403 135419 84984 APPRENTICESHIP TRAINING 802822 802822 BUILDING SUPPLIES AND M 632364 632364 ROOM AND BOARD 570362 570362 11036618 8604754 2431864 0 2567986 726484 150973 1392872 1641961 1026673 82095 82095 284169 345271 45732891 12323898 33476249 33408993 30044354 37773240 68247787 74755628 864163 554354 15040595 13933548 15904758 14487902 X 0 0 0 0 52343029 60267726 52343029 60267726 68247787 74755628 6050680 1874017 0 X X 0 1 X 1 0 X 14813309 12754312 14202913 14531148 13548265 69849947 14813309 12754312 14202913 14531148 13548265 69849947 0 0 0 69849947 1369937 957650 1072042 953237 1255879 5608745 1369937 957650 1072042 953237 1255879 5608745 350062 192351 144119 98946 124056 909534 16533308 13904313 15419074 15583331 14928200 76368226 0.91460 0.90570 0.07340 0.08130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 350,062. 2020 AMOUNT: $ 192,351. 2021 AMOUNT: $ 144,119. 2022 AMOUNT: $ 98,946. 2023 AMOUNT: $ 124,056. 0 5969009 5969009 32594841 7026443 25568398 160872 95077 65795 6640618 5202378 1438240 367551 367551 33408993 X 19012566 1874017 1874017 17138549 -51251 -51251 17087298 11087869 51251 51251 11036618 0 11036618 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE UNCERTAIN POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF TEXTBOOKS AND SUPPLIES -51,251. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF TEXTBOOKS AND SUPPLIES 51,251. 0 0 0 0 0 0 0 0 0 PAULA RESA EXECUTIVE DIRECTOR 234654 0 0 0 0 0 21788 0 19082 0 275524 0 0 0 JACK HUTCHINSON CFO 165006 0 0 0 0 0 21788 0 19082 0 205876 0 0 0 JOSEPH CRUMP INSTRUCTOR 152199 0 0 0 0 0 21788 0 21133 0 195120 0 0 0 CYNTHIA GAUDIO INSTRUCTOR 147000 0 0 0 0 0 21788 0 19082 0 187870 0 0 0 STEPHEN ANDERSON INSTRUCTOR 147000 0 0 0 0 0 21788 0 19082 0 187870 0 0 0 MARIANNA HYKE INSTRUCTOR 146424 0 0 0 0 0 21704 0 19082 0 187210 0 0 0 DUSTIN GREGORY INSTRUCTOR 145848 0 0 0 0 0 21620 0 18932 0 186400 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES IS PROVIDED A COPY OF THE COMPLETED FORM 990 AS DELIVERED BY THE TRUST'S CPA. THE TRUSTEES REVIEW AND SIGN THE REQUIRED PAGES AND REMIT THESE TO TRUST MANAGEMENT FOR ELECTRONIC FILING IN ACCORDANCE WITH STATUTORY FILING REQUIREMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: SELECTION OF THE INDEPENDENT AUDITOR THE BOARD OF TRUSTEES OVERSEES THE PROCESS FOR SELECTING THE INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. CARPENTERS OF WESTERN WASHINGTON INDIVIDUAL ACCOUNT PENSION PN 2200 SIXTH AVE SEATTLE WA 98121 911160641 PROVIDE RETIREMENT BENEFITS TO ORGANIZATION BENEFITS WA 1.401-1(B)(3) 0 CARPENTERS H AND S PLAN OF WESTERN WASHINGTON 2200 SIXTH AVE SEATTLE WA 98121 916029049 PROVIDE HEALTH CARE BENEFITS TO ORGANIZATION MEMBERS WA 501(C)(9) 0 CARPENTERS RETIREMENT PLAN OF WESTERN WASHINGTON 2200 SIXTH AVE SEATTLE WA 98121 916029051 PROVIDE RETIREMENT BENEFITS TO ORGANIZATION MEMBERS WA 1.401-1(B)(3) 0 CARPENTERS-EMPLOYERS VACATION TR OF WW 2200 SIXTH AVE SEATTLE WA 98121 237163058 PROVIDE VACATION BENEFITS TO ORGANIZATION MEMBERS WA 501(C)(9) 0 CARPENTERS TRUST OF WESTERN WASHINGTON 916715926 ENTITY USED FOR PROCESSING OF CARPENTERS TRUSTS PAYROLL WA 1.401-1(B)(3) 0 PACIFIC NORTHWEST REGIONAL COUNCIL OF CARPENTERS 25120 PACIFIC HWY S KENT WA 98032 911704240 LABOR ORGANIZATION WA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0