2022-11-14T17:10:04-06:00 2021-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2021-01-01 990119158 HAWAII CARPENTERS APPRENTICESHIP AND TRAINING FUND HAWA 8088417575 200 N VINEYARD BLVD 100 HONOLULU HI 96817 RONALD TAKETA CO-CHAIR OF BOARD OF TRUSTEES 8088417575 2022-11-11 1 RONALD TAKETA 999009999 CATHERINE L GRAY CPA P01294460 9094664410 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z RONALD TAKETA 200 N VINEYARD BLVD 100 HONOLULU HI 96817 4402884 0 X N/A X 1967 HI TO PROVIDE TRAINING AND EDUCATION TO UNIONIZED CARPENTER APPRENTICES AND JOURNEYMEN. 15 5 15 17 0 0 0 0 3754910 3967830 395915 435054 3270 0 4154095 4402884 0 0 0 0 1369308 1545011 0 0 0 1530581 2019804 2899889 3564815 1254206 838069 41821594 48670882 5550000 11894517 36271594 36776365 THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO EMPLOYEES COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 0 0 THE FUND PROVIDED VARIOUS EDUCATION AND TRAINING BENEFITS TO EMPLOYEES WHO SATISFIED THE ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE BOARD OF TRUSTEES OF THE FUND. 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 1 0 0 1 89 0 1 15 1 0 0 0 0 0 0 0 0 X 15 5 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X X HAWAII BENEFIT ADMINISTRATORS INC 8088417575 200 N VINEYARD BLVD 100 HONOLULU HI 96817 CONRAD MURASHIGE CO-CHAIRMAN 5.00 X X 0 0 0 RONALD TAKETA CO-CHAIRMAN 5.00 1.00 X X 0 0 0 KYLE CHOCK SECRETARY 5.00 1.10 X X 0 0 0 LANCE WILHELM TRUSTEE 5.00 X 0 0 0 ALAN HINAHARA TRUSTEE 5.00 X 0 0 0 RALPHKAI HOOHULI TRUSTEE 5.00 0.20 X 0 0 0 DALE SAKAMOTO-YONEDA TRUSTEE 5.00 0.10 X 0 0 0 ROY MORIOKA TRUSTEE 5.00 X 0 0 0 SEAN NEWCAMP TRUSTEE 5.00 0.10 X 0 0 0 MITCHELL TYNANES TRUSTEE 5.00 0.10 X 0 0 0 LITO ALCANTRA TRUSTEE 5.00 X 0 0 0 TRAVIS MURAKAMI TRUSTEE 5.00 0.10 X 0 0 0 BARBARA KONO TRUSTEE 5.00 X 0 0 0 BRIAN ADACHI TRUSTEE 5.00 X 0 0 0 DIONE KALAOLA TRUSTEE 5.00 X 0 0 0 NATHANIEL KINNEY TRUSTEE 5.00 X 0 0 0 RICHARD BALICOCO TRUSTEE 5.00 X 0 0 0 EDMUND ACZON EXECUTIVE DIRECTOR 40.00 X 168763 0 54017 DARRELL SETO TRAINING COORDINATOR 40.00 X 109335 0 30074 PAUL TAMAYO TRAINING COORDINATOR 40.00 X 108913 0 24032 APRIL ACQUAVELLA TRAINING COORDINATOR 40.00 X 108820 0 43426 ERROL KUSUNOKI TRAINING COORDINATOR 40.00 X 107713 0 22129 MEREANE HAMATAKE TRAINING COORDINATOR 40.00 X 107713 0 23912 711257 0 197590 6 0 1 0 RALPH S INOUYE 500 ALAKAWA 220E HONOLULU HI 96817 CONSTRUCTION CONTRACTOR 6300801 HI CARPENTERS JOINT TRUST FUNDS 200 N VINYARD HONOLULU HI 96817 MEDICAL COVERAGE 167770 THE AUDIO VISUAL COMPANY 98-810 MOANALUA AIEA HI 96701 AUDIO AND VISUAL CONTRACTOR 147755 NIMBLE SOLUTIONS 518 HOLOKAHANA HONOLULU HI 96817 COMPUTER VENDOR 129357 CENTRAL PACIFIC BANK PO BOX 3590 HONOLULU HI 96817 BANK LOAN 126786 5 EMPLOYER CONTRIBUTIONS 230000 3952830 3952830 PRE-APPRENTICESHIP PROGRAM 900099 15000 15000 3967830 435054 435054 4402884 3967830 0 435054 222780 947253 267626 107352 97161 8642 10450 30965 188455 44665 71839 367063 6572 2475 298889 553035 108990 TRAINING EXPENSES 127747 RECRUITMENT - APPRENTIC 77977 UBC TRAINING, NET OF 13632 MISC EXPENESE 8880 2367 3564815 2111371 1273507 333298 0 43251336 7294235 28857496 35957101 10519429 11440274 41821594 48670882 5550000 11894517 5550000 11894517 X 0 0 0 0 36271594 36776365 36271594 36776365 41821594 48670882 838069 -333298 0 X 0 1 X 1 0 7383349 7383349 31214037 5542745 25671292 3167391 1681338 1486053 1486559 70152 1416407 35957101 X 4371919 0 4371919 30965 30965 4402884 3533850 0 3533850 30965 30965 3564815 PART X, LINE 2: THE FUND'S AUDITED FINANCIAL STATEMENT'S FIN 48 (ASC 740) FOOTNOTES STATES THE FOLLOWING: "THE FUND'S THREE MOST RECENT TAX YEARS (2016, 2017 AND 2018) ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN ON PREVIOUSLY FILED TAX RETURNS." X 0 0 0 EDMUND ACZON EXECUTIVE DIRECTOR 168763 0 0 0 0 0 40876 0 13141 0 222780 0 0 0 APRIL ACQUAVELLA TRAINING COORDINATOR 108820 0 0 0 0 0 30285 0 13141 0 152246 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF TRUSTEES IS COMPOSED OF TWELVE INDIVIDUALS, SIX OF WHOM ARE UNION" TRUSTEES AND SIX OF WHOM ARE "CONTRACTOR" TRUSTEES. THE UNION" TRUSTEES ARE APPOINTED BY THE HAWAII REGIONAL COUNCIL OF CARPENTERS. THE "CONTRACTOR" TRUSTEES ARE APPOINTED BY THE GENERAL CONTRACTORS LABOR ASSOCIATION, THE BUILDING INDUSTRY LABOR ASSOCIATION AND THE HAWAII WALL & CEILING INDUSTRY ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS CONTRACTED WITH A THIRD PARTY ADMINISTRATOR, HAWAII BENEFIT ADMINISTRATORS, INC. ("HBAI") TO PROVIDE ADMINISTRATIVE SERVICES SUCH AS CASH RECEIPT AND DISBURSEMENT PROCESSING, ACCOUNTING SERVICES, FINANCIAL REPORTING, AND OTHER SERVICES AS DIRECTED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BOARD IS APPOINTED BY THE HAWAII REGIONAL COUNCIL OF CARPENTERS, THE GENERAL CONTRACTORS LABOR ASSOCIATION, THE BUILDING INDUSTRY LABOR ASSOCIATION AND THE HAWAII WALL & CEILING INDUSTRY ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. THE FORM 990 WAS SUBSEQUENTLY FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. HAWAII CARPENTERS VACATION & HOLIDAY FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 996025504 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO UNIONIZED EMPLOYEES HI 501(C)(9) NONE 0 HAWAII CARPENTERS HEALTH & WELFARE FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 996014752 TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNIONIZED EMPLOYEES HI 501(C)(9) NONE 0 HAWAII CARPENTERS MARKET RECOVERY PROGRAM FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 990264270 TO EXPLORE JOINT EMPLOYER/EMPLOYEE WORK OPPORTUNITIES HI 501(C)(5) NONE 0 HAWAII CARPENTERS FINANCIAL SECURITY FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 990264272 EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS HI 501(C)(24) NONE 0 HAWAII CARPENTERS 401(K) FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 550822045 EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS HI 501(C)(24) 401(K) NONE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0