2021-09-30T14:06:38-05:00 2020-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2020-01-01 416041903 CARPENTERS AND JOINERS APPRENTICESHIP AND JOURNEYMEN TRAINING TRUST FUND CARP 6516467337 740 OLIVE STREET ST PAUL MN 55130 JOHN RAINES CHAIRMAN 6516467337 2021-09-30 1 JOHN RAINES 999009999 LARRY WOOD P00634996 9528413950 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOHN RAINES 740 OLIVE STREET ST PAUL MN 55130 14360589 0 X CARPENTERSTRAININGINSTITUTE.COM X 1971 MN APPRENTICESHIP AND JOURNEYMEN TRAINING FUND 14 14 84 0 0 0 446685 313472 13831642 13722074 441143 242485 0 65706 14719470 14343737 0 0 0 0 7711290 8575713 0 0 0 4681673 4866835 12392963 13442548 2326507 901189 17096586 18676746 544225 845842 16552361 17830904 APPRENTICESHIP AND JOURNEYMEN TRAINING FUND 0 0 9997976 13722074 TO PROVIDE FOR THE RECRUITMENT OF PROSPECTIVE JOURNEYMEN AND TO PROVIDE TRAINING, RETRAINING, OR REFRESHER TRAINING FOR JOURNEYMEN CARPENTERS, MILLWRIGHTS AND PILE DRIVERS 9997976 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 23 0 1 84 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 0 0 0 0 X MATT CAMPANARIO 6516467337 740 OLIVE STREET ST PAUL MN 55130 JOHN RAINES CHAIRMAN 1.00 1.00 X X 0 0 0 BRIAN EWING TRUSTEE 1.00 1.00 X 0 0 0 PATRICK NILSEN TRUSTEE 1.00 1.00 X 0 0 0 WAYNE NORDIN TRUSTEE 1.00 1.00 X 0 0 0 JOEL LASKEY TRUSTEE 1.00 1.00 X 0 0 0 BURT JOHNSON TRUSTEE 1.00 1.00 X 0 0 0 ROBB NELSON TRUSTEE 1.00 1.00 X 0 0 0 JON MAHAN ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 COREY BIALCIK TRUSTEE - PAST 1.00 1.00 X 0 0 0 TOM DYKHOFF SECRETARY 1.00 1.00 X X 0 0 0 JOHN RIIHILUOMA TRUSTEE 1.00 1.00 X 0 0 0 RICHARD TSCHIDA TRUSTEE 1.00 1.00 X 0 0 0 TODD HAYES TRUSTEE 1.00 1.00 X 0 0 0 SCOTT TURCZYNSKI TRUSTEE 1.00 1.00 X 0 0 0 MARTHA HENRICKSON TRUSTEE 1.00 1.00 X 0 0 0 AARON BENIKE ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 MARK MIKISH ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 DALE EVEN ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 JOSH DOOLEY ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 WILLIAM GRIMM TRUSTEE - PAST 1.00 1.00 X 0 0 0 MATT CAMPANARIO EXECUTIVE DIRECTOR 50.00 1.00 X 147352 0 60208 SCOTT PANEK ASST EXECUTIVE DIRECTOR 45.00 0.00 X 123970 0 49598 BRITTINI KIRCHER REGIONAL COORDINATOR 45.00 0.00 X 133162 0 50751 BENJAMIN PRATT REGIONAL COORDINATOR 45.00 0.00 X 107641 0 50944 DWAYNE BENSON INSTRUCTOR 40.00 0.00 X 110045 0 62107 ANTHONY FASANO REGIONAL COORDINATOR 45.00 0.00 X 102745 0 49982 724915 0 323590 9 0 1 0 KUTAK ROCK LLP 60 SOUTH SIXTH STREET SUITE 3400 MINNEAPOLIS MN 55402 ATTORNEY 109954 1 313472 54087 313472 EMPLOYER CONTRIBUTIONS 900099 13644748 13644748 CTIF REIMBURSEMENTS 900099 77326 77326 13722074 213637 213637 500 45200 494 16358 6 28842 28848 28848 EQUIPMENT AND BOOK SAL 900099 61878 61878 OTHER REFUNDS/REIMBURS 900099 3828 3828 65706 14343737 13722074 0 308191 204084 204084 5183036 3612086 1570950 1461828 1055535 406293 1307849 863619 444230 418916 286778 132138 30645 30645 115763 115763 25000 25000 15500 15500 53647 53647 290361 290361 238328 238328 1981652 1981652 202325 150829 51496 75765 62726 13039 434048 391673 42375 70455 21404 49051 TRAINING MATERIALS AND 1333346 1333346 13442548 9997976 3444572 0 3374778 3922165 456086 1387735 1198831 68786 82968 5169302 3509648 1881115 1659654 9399003 11244785 529083 568343 17096586 18676746 493042 578476 51183 0 267366 544225 845842 X 0 0 0 0 16552361 17830904 16552361 17830904 17096586 18676746 901189 377354 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1027040 438571 588469 3887911 2971500 916411 254351 99577 154774 1659654 ACCRUED SALARIES AND PAYROLL TAXES 121994 ACCRUED PAID TIME OFF 145372 267366 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE TRAINING FUND STATES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE NOTICE OF APPLICATIONS BEING TAKEN AND PUBLISHES ITS POLICY ON THE FUND'S WEBSITE. X 0 0 0 0 0 0 0 0 0 MATT CAMPANARIO EXECUTIVE DIRECTOR 147352 0 0 0 0 0 33655 0 26553 0 207560 0 0 0 BRITTINI KIRCHER REGIONAL COORDINATOR 133162 0 0 0 0 0 27918 0 22833 0 183913 0 0 0 SCOTT PANEK ASST EXECUTIVE DIRECTOR 123970 0 0 0 0 0 27284 0 22314 0 173568 0 0 0 DWAYNE BENSON INSTRUCTOR 110045 0 0 0 0 0 36588 0 25519 0 172152 0 0 0 BENJAMIN PRATT REGIONAL COORDINATOR 107641 0 0 0 0 0 28024 0 22920 0 158585 0 0 0 ANTHONY FASANO REGIONAL COORDINATOR 102745 0 0 0 0 0 27495 0 22487 0 152727 0 0 0 PART I, LINE 3 COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE DIRECTORS OF APPRENTICESHIP, AND ACCOUNTING MANAGER ARE SET BY THE BOARD OF TRUSTEES. COMPENSATION ADJUSTMENTS ARE COMPLETED ANNUALLY BASED ON UNION CONTRACTS, WHICH ARE SET THROUGH NEGOTIATIONS. THE BOARD OF TRUSTEES APPROVES THE ANNUAL COMPENSATION THROUGH REVIEW OF THE ANNUAL BUDGET. X TRAINING TOOLS AND SUPPLIES 7 54087 FM VALUE ESTIMATE 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES CONSISTS OF FOURTEEN TRUSTEES. THE UNION MAY APPOINT SEVEN TRUSTEES AND DESIGNATE UP TO SEVEN ALTERNATE TRUSTEES. ASSOCIATED GENERAL CONTRACTORS OF MINNESOTA AND CARPENTRY CONTRACTORS ASSOCIATION MAY EACH APPOINT TWO TRUSTEES AND TWO ALTERNATE TRUSTEES. INDEPENDENT MILLWRIGHT CONTRACTORS ASSOCIATION, DES MOINES CONSTRUCTION COUNCIL, AND ALLIED CONSTRUCTION EMPLOYERS ASSOCIATION MAY EACH APPOINT ONE TRUSTEE AND ONE ALTERNATE TRUSTEE. ONE MANAGEMENT TRUSTEE POSITION IS OPEN AT DECEMBER 31, 2020. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO AVOID ACTUAL OR APPARENT CONFLICTS OF INTEREST, THE FUND HAS A CONFLICT OF INTEREST POLICY. THE POLICY COVERS THE MEMBERS OF THE BOARD OF TRUSTEES. THE TRUSTEES ARE RESPONSIBLE FOR MONITORING AND COMMUNICATING ANY POTENTIAL CONFLICTS OF INTEREST TO THE CHAIRMAN AND SECRETARY OF THE BOARD OF TRUSTEES. THE CHAIRMAN AND SECRETARY, IN CONSULTATION WITH FUND COUNSEL AND THE REPORTING TRUSTEE, WILL WORK TO RESOLVE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IN ACCORDANCE WITH THE PROVISIONS OF THE CONFLICT OF INTEREST POLICY AND FEDERAL LAW. IF A CONFLICT OF INTEREST EXISTS, THE TRUSTEE'S RECUSAL FROM DELIBERATING AND VOTING UPON THE MATTER UNDER WHICH THE CONFLICT ARISES SHALL BE SUFFICIENT TO RESOLVE THAT CONFLICT APPROPRIATELY. IF A CONFLICT OF INTEREST ARISES, A REPORT OF ALL STEPS TAKEN TO RESOLVE THE CONFLICT WILL BE PREPARED AND PRESENTED TO THE ENTIRE BOARD OF TRUSTEES, AND SHALL THEN BE MAINTAINED IN THE FUND'S PERMANENT FILES. THE TRUSTEES ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE FUND OFFICE IN ST. PAUL, MN. CARPENTERS JOINT APPRENTICESHIP & TRAINING PROGRAM BUILDING CORPORATION 740 OLIVE STREET ST PAUL MN 55130 411771841 TO HOLD TITLE TO PROPERTY MN 501(C)(2) CARPENTERS AND JOINERS APPRENTICESHIP AND JOURNEYMEN TRAINING TRUST FUND 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0