2023-11-08T12:40:59-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 952106266 SOUTHWEST CARPENTERS TRAINING FUND SOUT 2133868590 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 PETE RODRIGUEZ TRUSTEE 2133868590 2023-11-08 1 PETE RODRIGUEZ 999009999 1 ERIN CRANMER P01712644 2023319880 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETE RODRIGUEZ 533 S FREMONT AVE LOS ANGELES CA 90071 44678859 0 X N/A X 1958 CA TO PROVIDE EDUCATION AND TRAINING. 16 16 110 16 0 0 2010849 970154 34068984 37757767 476961 368229 78711 87095 36635505 39183245 0 0 0 0 13709784 14038680 0 0 0 23119566 25682987 36829350 39721667 -193845 -538422 45866437 42866765 3632697 5346806 42233740 37519959 TO PROVIDE APPRENTICESHIP TRAINING. 0 0 TO PROVIDE EDUCATION AND TRAINING TO MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION. 0 1 0 0 0 0 0 0 0 1 1 0 0 1 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 1 0 0 1 23 0 1 110 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 CA X CARPENTERS SOUTHWEST ADMIN CORP 2133868590 533 S FREEMONT AVE LOS ANGELES CA 90071 ALLEN OTHMAN TRUSTEE 1.00 X 0 0 0 CURTIS CONYERS JR TRUSTEE 1.00 X 0 0 0 RICHARD HARRIS TRUSTEE 1.00 X 0 0 0 DOUGLAS MCCARRON TRUSTEE 1.00 X 0 0 0 CLINT G LARISON TRUSTEE 1.00 X 0 0 0 FRANK HAWK TRUSTEE 1.00 X 0 0 0 PETE RODRIGUEZ TRUSTEE 1.00 X 0 0 0 JOSH RAPER TRUSTEE 1.00 X 0 0 0 SEAN HARTRANFT TRUSTEE 1.00 X 0 0 0 ANTHONY ROSETTI TRUSTEE 1.00 X 0 0 0 CHARLES MUTTILLO TRUSTEE 1.00 X 0 0 0 JACOB LOPEZ TRUSTEE 1.00 X 0 0 0 GREG WILSON TRUSTEE 1.00 X 0 0 0 PAUL MARSHALL TRUSTEE 1.00 X 0 0 0 FRANK ZAMBRANO TRUSTEE 1.00 X 0 0 0 OSCAR CORDOVA TRUSTEE 1.00 X 0 0 0 DANIEL LANGFORD TRUSTEE (RESIGNED) 1.00 X 0 0 0 CALVIN YOSHIDA TRUSTEE (RESIGNED) 1.00 X 0 0 0 BARRY JENKINS TRUSTEE (RESIGNED) 1.00 X 0 0 0 LOUIS ONTIVEROS TRAINING DIRECTOR 40.00 X 247347 0 50032 GALO R TOAPANTA INSTRUCTOR 40.00 X 170345 0 41632 ARTURO HERNANDEZ JR INSTRUCTOR 40.00 X 163030 0 42897 DANIEL ESCARENO INSTRUCTOR 40.00 X 162474 0 44405 ADAM J KAWAMOTO INSTRUCTOR 40.00 X 163347 0 42161 ALFREDO BONILLA INSTRUCTOR 40.00 X 156521 0 40281 1063064 0 261408 54 0 1 0 CARPENTERS SOUTHWEST ADMINISTRATIVE CORP 533 S FREMONT AVE 7TH FLOOR LOS ANGELES CA 90071 ADMINISTRATIVE SERVICES 673269 SHANLEY APC 533 S FREMONT AVE 9TH FLOOR LOS ANGELES CA 90071 LEGAL SERVICES 245961 WASHINGTON CAPITAL MANAGEMENT 1200 SIXTH AVE STE 700 SEATTLE WA 98101 CONSULTING SERVICES 121649 3 567522 402632 970154 EMPLOYER CONTRIBUTIONS 900099 32849395 32849395 COST AGREEMENT REIMBURSEMENTS 900099 4422315 4422315 TRAINING CENTER REIMBURSED EXPENS 900099 461545 461545 LIQUIDATED DAMAGES 900099 22951 22951 TEXTBOOK RECEIPTS 900099 1561 1561 37757767 724636 724636 87095 0 87095 87095 87095 5139207 5495614 -356407 -356407 -356407 39183245 37757767 0 455324 297382 9945369 1500628 1463361 831940 625493 192488 48700 39433 897576 19689 1432672 6835 10536112 1657319 79386 10444 687845 781517 UBC NATIONAL FUNDS 6772806 MANIPULATIVE MATERIALS 1444768 WELDING EXPENSES 205047 SMALL TOOLS EXPENSE 162797 82060 39721667 8679924 4242694 5248515 6086864 505489 368410 292670 227503 15189788 11193790 3517979 3995998 27363293 26587646 258567 1357650 45866437 42866765 3585350 4232930 47347 1113876 3632697 5346806 X 42233740 37519959 42233740 37519959 45866437 42866765 -538422 -4175359 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 739707 739707 8573025 6816263 1756762 3200741 2714055 486686 2676315 1663472 1012843 3995998 MONEY MARKET FUNDS 3479080 F US GOVERNMENT AND AGENCY OBLIGATIONS 10115477 F CORPORATE BONDS 7867610 F U.S. EQUITY PRIVATE PLACEMENT 5125479 F 26587646 DEFERRED COMPENSATION LIABILITY 51165 OPERATING LEASE LIABILITIES 350734 FINANCE LEASE LIABILITIES 711977 1113876 X 34966892 -4175359 -4175359 39142251 39433 1561 40994 39183245 39680673 -1561 -1561 39682234 39433 39433 39721667 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC) AND UNDER SECTION 23701(A) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA AS A TAX EXEMPT ORGANIZATION. THE FUND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE FUND SPONSOR BELIEVES THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FUND'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE FUND 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: TEXTBOOK RECEIPTS 1,561. PART XII, LINE 2D - OTHER ADJUSTMENTS: TEXTBOOK RECEIPTS -1,561. PART XI; LINE 4B THE AMOUNT OF $1,561 IS LISTED FOR TEXTBOOK EXPENSE NET OF TEXTBOOK RECEIPTS, WHICH HAS BEEN INCLUDED AS INCOME ON THE FORM 990. PART XII; LINE 2D THE AMOUNT OF $1,561 IS LISTED FOR TEXTBOOK EXPENSE NET OF TEXTBOOK RECEIPTS, WHICH HAS BEEN INCLUDED AS INCOME ON THE FORM 990. 0 0 0 LOUIS ONTIVEROS TRAINING DIRECTOR 247347 0 0 0 0 0 33328 0 16704 0 297379 0 0 0 GALO R TOAPANTA INSTRUCTOR 170345 0 0 0 0 0 20364 0 21268 0 211977 0 0 0 DANIEL ESCARENO INSTRUCTOR 162474 0 0 0 0 0 27701 0 16704 0 206879 0 0 0 ARTURO HERNANDEZ JR INSTRUCTOR 163030 0 0 0 0 0 20983 0 21914 0 205927 0 0 0 ADAM J KAWAMOTO INSTRUCTOR 163347 0 0 0 0 0 20623 0 21538 0 205508 0 0 0 ALFREDO BONILLA INSTRUCTOR 156521 0 0 0 0 0 19703 0 20578 0 196802 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE ADMINISTRATOR PRIOR TO FILING, AND AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATOR'S OFFICE. FORM 990; PART XII; LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SOUTHWEST CARPENTERS PENSION TRUST 533 SOUTH FREMONT LOS ANGELES CA 90071 956042875 TO PROVIDE PENSION BENEFITS CA 401 (A) 0 SOUTHWEST CARPENTERS VACATION TRUST 533 SOUTH FREMONT LOS ANGELES CA 90071 956042279 TO PROVIDE VACATION BENEFITS CA 501(C)(9) 0 SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST 533 SOUTH FREMONT LOS ANGELES CA 90071 956042873 TO PROVIDE MEDICAL AND DENTAL BENEFITS CA 501(C)(9) 0 CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION 533 SOUTH FREMONT LOS ANGELES CA 90071 953687194 TO PROVIDE ADMINISTRATIVE SERVICES CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0