CARPENTERS-EMPLOYERS APPRENTICESHIP AND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CARPENTERS-EMPLOYERS APPRENTICESHIP AND (EIN 23-7163057)
Tax period
2024-01-01 to 2024-08-31
Filed
2025-07-07
IRS object ID
202501889349300520
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-07T17:06:09-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110700 NORTHUP WAY SUITE 200AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237163057EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARPENTERS-EMPLOYERS APPRENTICESHIP ANDBusinessNameLine1Txt
Business Name Line2TRAINING TRUST FUND OF WASHINGTON-IDAHOBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCARPBusinessNameControlTxt
Phone2534375235PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120424 72ND AVE SOUTHAddressLine1Txt
CityKENTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAULA RESAPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2534375235PhoneNum
Signature2025-06-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLEN GILBERT CPAPreparerPersonNm
PTINP01380103PTIN
Phone4252506100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST CARPENTER'S INSTITUTE OF WASHINGTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJIM GLEASONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120424 72ND AVE SOUTHAddressLine1Txt
CityKENTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98032ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,692,362GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO PROVIDE CARPENTER TRAINING AND RETRAINING FOR ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee36TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$13,513,788PYProgramServiceRevenueAmt
CY Program Service Revenue$3,633,923CYProgramServiceRevenueAmt
PY Investment Income$3,220,387PYInvestmentIncomeAmt
CY Investment Income$880,384CYInvestmentIncomeAmt
PY Other Revenue$353,123PYOtherRevenueAmt
CY Other Revenue$165,689CYOtherRevenueAmt
PY Total Revenue$17,087,298PYTotalRevenueAmt
CY Total Revenue$4,679,996CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,019,730PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,048,991CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,016,888PYOtherExpensesAmt
CY Other Expenses$3,039,882CYOtherExpensesAmt
PY Total Expenses$11,036,618PYTotalExpensesAmt
CY Total Expenses$6,088,873CYTotalExpensesAmt
PY Revenues Less Expenses$6,050,680PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,408,877CYRevenuesLessExpensesAmt
Total Assets BOY$74,755,628TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities BOY$14,487,902TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,267,726NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,284,181ExpenseAmt
Grant$0GrantAmt
Revenue$3,360,710RevenueAmt
DescTO 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.Desc
Total Program Service Expenses$3,284,181TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate OperationsYes (1)TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee36EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAULA RESABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2534375235PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120424 72ND AVE SOUTHAddressLine1Txt
CityKENTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98032ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ANTHONY ALCOSTA
TRUSTEE (THRU 1/22/24)0.50Yes (X)$0$0$0
ANDREW LEDBETTER
TRUSTEE0.50Yes (X)$0$0$0
JESSE SCOTT-KANDOLL
TRUSTEE0.50Yes (X)$0$0$0
ERIC TAYLOR
TRUSTEE0.50Yes (X)$0$0$0
ANTHONY PENA
TRUSTEE0.50Yes (X)$0$0$0
JAMES T WELSH
TRUSTEE0.50Yes (X)$0$0$0
GERI URBAS
TRUSTEE (THRU 1/22/24)0.50Yes (X)$0$0$0
PAULA RESA
EXECUTIVE DIRECTOR40.00$171,242$0$25,252Yes (X)
JACK HUTCHINSON
CFO40.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$171,242TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$25,252TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$3,029,854$3,029,854
PRE-APPRENTICE REIMBURSEMENTS525100$388,171$388,171
FACILITY USE FEE525100$158,434$158,434
SHARED SERVICE REIMBURSEMENTS525100$57,464$57,464
FieldValueIRS element (for citing)
Total Program Service Revenue$3,633,923TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$877,160TotalRevenueColumnAmt
Exclusion$877,160ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$131,427RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$131,427RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,427TotalRevenueColumnAmt
Exclusion$131,427ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,224SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,224SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,224TotalRevenueColumnAmt
Exclusion$3,224ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$9,153GrossSalesOfInventoryAmt
Cost Of Goods Sold$12,366CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,213TotalRevenueColumnAmt
Related Or Exempt Func Income-$3,213RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business525100BusinessCd
Total Revenue Column$37,475TotalRevenueColumnAmt
Exclusion$37,475ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$37,475OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,679,996TotalRevenueColumnAmt
Related Or Exempt Func Income$3,630,710RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,049,286ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$196,494TotalAmt
Management And General$196,494ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,980,069TotalAmt
Program Services$1,131,468ProgramServicesAmt
Management And General$848,601ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$380,641TotalAmt
Program Services$207,131ProgramServicesAmt
Management And General$173,510ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$246,664TotalAmt
Program Services$99,200ProgramServicesAmt
Management And General$147,464ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$245,123TotalAmt
Program Services$139,087ProgramServicesAmt
Management And General$106,036ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$21,036TotalAmt
Management And General$21,036ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$19,619TotalAmt
Management And General$19,619ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,090TotalAmt
Management And General$42,090ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$40,204TotalAmt
Management And General$40,204ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$50,962TotalAmt
Program Services$18,739ProgramServicesAmt
Management And General$32,223ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,819TotalAmt
Program Services$3,819ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$71,404TotalAmt
Program Services$18,971ProgramServicesAmt
Management And General$52,433ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,706TotalAmt
Program Services$3,820ProgramServicesAmt
Management And General$886ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$329,727TotalAmt
Program Services$329,727ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,343TotalAmt
Program Services$24,343ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,438TotalAmt
Program Services$14,438ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$282,653TotalAmt
Program Services$282,653ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$971,869TotalAmt
Program Services$410,967ProgramServicesAmt
Management And General$560,902ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$163,309TotalAmt
Program Services$15,443ProgramServicesAmt
Management And General$147,866ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BUILDING SUPPLIES AND M$509,121$93,793$415,328
APPRENTICESHIP TRAINING$269,106$269,106
APPRENTICE ROOM AND BOA$221,476$221,476

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,088,873TotalAmt
Program Services$3,284,181ProgramServicesAmt
Management And General$2,804,692ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$726,484BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,392,872BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,026,673BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$82,095BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$345,271BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$33,408,993BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$37,773,240BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$74,755,628BOYAmt
EOY$0EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$554,354BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$13,933,548BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,487,902BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$60,267,726BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,267,726BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$74,755,628BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,408,877ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,221,598NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$61,080,447OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,754,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,202,913CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,531,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,548,265CurrentTaxYearMinus1YearAmt
Current Tax Year$4,528,962CurrentTaxYearAmt
Total$59,565,600TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,754,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,202,913CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,531,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,548,265CurrentTaxYearMinus1YearAmt
Current Tax Year$4,528,962CurrentTaxYearAmt
Total$59,565,600TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$59,565,600PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$957,650CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,072,042CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$953,237CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,255,879CurrentTaxYearMinus1YearAmt
Current Tax Year$1,008,587CurrentTaxYearAmt
Total$5,247,395TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$957,650CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,072,042CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$953,237CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,255,879CurrentTaxYearMinus1YearAmt
Current Tax Year$1,008,587CurrentTaxYearAmt
Total$5,247,395TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$192,351CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$144,119CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$98,946CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$124,056CurrentTaxYearMinus1YearAmt
Current Tax Year$37,475CurrentTaxYearAmt
Total$596,947TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,904,313CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,419,074CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,583,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,928,200CurrentTaxYearMinus1YearAmt
Current Tax Year$5,575,024CurrentTaxYearAmt
Total$65,409,942TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91070PublicSupportCY509Pct
Public Support PY5090.91460PublicSupportPY509Pct
Investment Income CY0.08020InvestmentIncomeCYPct
Investment Income PY0.07340InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:OTHER INCOME - 2020 AMOUNT: $ 192,351. 2021 AMOUNT: $ 144,119. 2022 AMOUNT: $ 98,946. 2023 AMOUNT: $ 124,056. 2024 AMOUNT: $ 37,475.
PART III, SHORT YEAR EXPLANATION:THE 2024 AMOUNTS IN SCHEDULE A ARE FOR 8 MONTHS DUE TO THE MERGER WITH SOUTHWEST CARPENTERS TRUST FUND.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,913,960TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,221,598NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,221,598RevenueNotReportedAmt
Revenue Subtotal$4,692,362RevenueSubtotalAmt
Other Revenues Not Included-$12,366OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$12,366RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,679,996TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,101,239TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$12,366OtherExpensesIncludedAmt
Expenses Not Reported$12,366ExpensesNotReportedAmt
Expenses Subtotal$6,088,873ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,088,873TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN ADMINISTRATOR HAS ANALYZED THE UNCERTAIN POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2024, 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 -12,366.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF TEXTBOOKS AND SUPPLIES 12,366.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPAULA RESAPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$130,820BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$40,422BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$12,550DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$12,702NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$196,494TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail (2 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDescDistributionDistributionDtFair Market Value Of AssetFairMarketValueOfAssetAmtMethod Of FMV DeterminationMethodOfFMVDeterminationTxtEINEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionTxt
SOUTHWEST CARPENTERS TRAINING FUND
CASH, RECEIVABLES, INVENTORY, PREPAID EXPENSES, AND FIXED ASSETS2024-08-31$37,572,225COST BASIS952106266533 SOUTH FREMONT AVENUELOS ANGELESCA90071501(C)(5)
SOUTHWEST CARPENTERS TRAINING FUND
INVESTMENTS2024-08-28$37,873,843FAIR VALUE952106266533 SOUTH FREMONT AVENUELOS ANGELESCA90071501(C)(5)
FieldValueIRS element (for citing)
Director Of Successor0DirectorOfSuccessorInd
Employee Of SuccessorYes (1)EmployeeOfSuccessorInd
Owner Of Successor0OwnerOfSuccessorInd
Receive Compensation0ReceiveCompensationInd
Assets DistributedYes (1)AssetsDistributedInd
Required To Notify AGYes (1)RequiredToNotifyAGInd
Attorney General NotifiedYes (1)AttorneyGeneralNotifiedInd
Liabilities PaidYes (1)LiabilitiesPaidInd
Bonds Outstanding0BondsOutstandingInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2E:PERSON(S) INVOLVED: PAULA RESA
PART I, LINE 2E:EXPLANATION OF INVOLVEMENT: PAULA IS THE ASSISTANT DIRECTOR OF THE SOUTHWEST CARPENTERS TRAINING FUND.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA WRITTEN REQUEST.
FORM 990, PART XI, LINE 9:TRANSFER OF NET ASSETS TO SOUTHWEST CARPENTERS TRAINING FUND -61,080,447.
FORM 990, PART XII, LINE 2C: SELECTION OF THE INDEPENDENT AUDITORTHE BOARD OF TRUSTEES OVERSEES THE PROCESS FOR SELECTING THE INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
CARPENTERS OF WESTERN WASHINGTON INDIVIDUAL ACCOUNT PENSION PN
2200 SIXTH AVESEATTLEWA98121911160641PROVIDE RETIREMENT BENEFITS TO ORGANIZATION BENEFITSWA1.401-1(B)(3)0
CARPENTERS H AND S PLAN OF WESTERN WASHINGTON
2200 SIXTH AVESEATTLEWA98121916029049PROVIDE HEALTH CARE BENEFITS TO ORGANIZATION MEMBERSWA501(C)(9)0
CARPENTERS RETIREMENT PLAN OF WESTERN WASHINGTON
2200 SIXTH AVESEATTLEWA98121916029051PROVIDE RETIREMENT BENEFITS TO ORGANIZATION MEMBERSWA1.401-1(B)(3)0
CARPENTERS-EMPLOYERS VACATION TR OF WW
2200 SIXTH AVESEATTLEWA98121237163058PROVIDE VACATION BENEFITS TO ORGANIZATION MEMBERSWA501(C)(9)0
CARPENTERS TRUST OF WESTERN WASHINGTON
916715926ENTITY USED FOR PROCESSING OF CARPENTERS TRUSTS PAYROLLWA1.401-1(B)(3)0
PACIFIC NORTHWEST REGIONAL COUNCIL OF CARPENTERS
25120 PACIFIC HWY SKENTWA98032911704240LABOR ORGANIZATIONWA501(C)(5)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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