2021-11-12T14:35:03-06:00 2020-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-01-01 952106266 SOUTHWEST CARPENTERS TRAINING FUND SOUT 2133868590 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 DANIEL LANGFORD TRUSTEE 2133868590 2021-11-12 1 DANIEL LANGFORD 999009999 SUBRINA WOOD CPA P00365899 2023319880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DANIEL LANGFORD 533 S FREMONT AVE LOS ANGELES CA 90071 58847637 0 X N/A X 1958 CA TO PROVIDE EDUCATION AND TRAINING. 15 15 114 0 0 0 0 362436 37745794 37098566 590571 2453883 76749 76418 38413114 39991303 0 0 0 0 11863994 12356352 0 0 0 24533644 21818147 36397638 34174499 2015476 5816804 41052093 45053823 2539053 2675196 38513040 42378627 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 0 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 10 0 1 114 1 0 0 0 0 0 0 0 0 X 15 15 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 X 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 JD HERRON TRUSTEE 1.00 X 0 0 0 TRAVIS WINSOR 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 DANIEL LANGFORD 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 CALVIN YOSHIDA TRUSTEE 1.00 X 0 0 0 JOSH RAPER TRUSTEE 1.00 X 0 0 0 MERCY URREA TRUSTEE 1.00 X 0 0 0 SEAN HARTRANFT TRUSTEE 1.00 X 0 0 0 BARRY JENKINS TRUSTEE 1.00 X 0 0 0 LOUIS ONTIVEROS TRAINING DIRECTOR 40.00 X 223108 0 35203 GALO TOAPANTA INSTRUCTOR 40.00 X 152388 0 34515 JONATHAN T WALZ INSTRUCTOR 40.00 X 146633 0 34655 WESLEY C CRUNK INSTRUCTOR 40.00 X 145883 0 34848 CARLOS A CARBAJAL INSTRUCTOR 40.00 X 145021 0 34106 813033 0 173327 53 0 1 0 CARPENTERS SOUTHWEST ADMINISTRATIVE CORP 533 S FREMONT AVE LOS ANGELES CA 90071 ADMINISTRATIVE SERVICES 631688 DECARLO SHANLEY ATTORNEYS AT LAW 533 S FREMONT AVE LOS ANGELES CA 90071 LEGAL SERVICES 132024 WASHINGTON CAPITAL MANAGEMENT 1200 SIXTH AVE STE 700 SEATTLE WA 98101 CONSULTING SERVICES 110813 3 362436 362436 EMPLOYER CONTRIBTUIONS 900099 31703944 31703944 COST AGREEMENT REIMBURSEMENTS 900099 4402788 4402788 TRAINING CENTER REIMBURSED EXPENS 900099 586121 586121 TEXTBOOK RECEIPTS 900099 365586 365586 LIQUIDATED DAMAGES 900099 40127 40127 37098566 699589 699589 76418 0 76418 76418 76418 20610628 18856334 1754294 1754294 1754294 39991303 37098566 0 2530301 9071339 1111857 1420376 752780 631688 158057 45900 38643 163772 1298651 4527 9324362 904802 20821 981786 658721 UBC NATIONAL FUNDS 5664672 MANIPULATIVE MATERIALS 1004797 JOURNEYMAN TRAINING 565829 WELDING EXPENSES 150082 201037 34174499 200803 522622 4330519 8949580 5353030 4215749 383949 294794 247043 13857890 10224012 4162855 3633878 26500491 26821360 209601 279642 41052093 45053823 2539053 2527962 0 147234 2539053 2675196 X 38513040 42378627 38513040 42378627 41052093 45053823 5816804 -1934809 -16408 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 739707 739707 8224717 6400791 1823926 2964223 2442221 522002 1929243 1381000 548243 3633878 DEFERRED COMPENSATION LIABILITY 31294 DUE TO CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION 115940 147234 X 37652265 -1934809 -1934809 39587074 38643 365586 404229 39991303 33770270 -365586 -365586 34135856 38643 38643 34174499 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 365,586. PART XII, LINE 2D - OTHER ADJUSTMENTS: TEXTBOOK RECEIPTS -365,586. PART XI; LINE 4B THE AMOUNT OF $365,586 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 $365,586 IS LISTED FOR TEXTBOOK EXPENSE NET OF TEXTBOOK RECEIPTS, WHICH HAS BEEN INCLUDED AS INCOME ON THE FORM 990. IN ADDITION, $7,996 IS DEDUCTED FROM REVENUE AS A LOSS ON THE SALE OF PROPERTY AND EQUIPMENT. 0 0 0 LOUIS ONTIVEROS TRAINING DIRECTOR 223108 0 0 0 0 0 18517 0 16686 0 258311 0 0 0 GALO TOAPANTA INSTRUCTOR 152388 0 0 0 0 0 14562 0 19953 0 186903 0 0 0 JONATHAN T WALZ INSTRUCTOR 146633 0 0 0 0 0 14633 0 20022 0 181288 0 0 0 WESLEY C CRUNK INSTRUCTOR 145883 0 0 0 0 0 14704 0 20144 0 180731 0 0 0 CARLOS A CARBAJAL INSTRUCTOR 145021 0 0 0 0 0 14406 0 19700 0 179127 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 2 C 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