2019-10-31T08:56:25-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2018-01-01 237163057 CARPENTERS-EMPLOYERS APPRENTICESHIP AND TRAINING TRUST OF WASHINGTON-IDAHO CARP 2534375235 20424 72ND AVE SOUTH KENT WA 98032 EVELYN B SHAPIRO-O'CONNOR TRUSTEE 2534375235 2019-10-28 1 MICHAEL T MEAD CPA P01893207 4252506100 67.137.57.251 2019-10-28 18:02:51 PD P 7CCED69CC7F7DA8765ED5670943801882D3A7A21 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-04-17 16:48:07Z EVELYN B SHAPIRO-O'CONNOR 20424 72ND AVE SOUTH KENT WA 98032 15568655 0 X N/A X 1972 WA TO PROVIDE CARPENTER TRAINING AND RETRAINING FOR ELIGIBLE PARTICIPANTS. 11 11 67 12 0 0 0 0 11941243 13839726 1428868 1498253 188509 424 13558620 15338403 0 0 0 0 7490531 8188752 0 0 0 2748451 3580088 10238982 11768840 3319638 3569563 49632354 49590818 9554869 9616825 40077485 39973993 TO PROVIDE TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS. 0 0 9551776 13839726 TO PROVIDE CARPENTERS TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS. 9551776 1 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 0 0 1 0 0 0 1 6 0 1 67 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 X CARPENTERS-EMPLOYERS APPR & TRAINING TRUST FUND OF WA-ID 2534375235 20424 72ND AVE SOUTH KENT WA 98032 DOUG ORTH CO-CHAIRMAN 0.50 X X 0 0 0 EVELYN SHAPIRO-O'CONNOR CO-CHAIRMAN 0.50 X X 0 0 0 ANDREW LEDBETTER TRUSTEE 0.50 X 0 0 0 JOSH NESS TRUSTEE 0.50 X 0 0 0 JAMES T WELSH TRUSTEE 0.50 X 0 0 0 RICK MUELLER TRUSTEE 0.50 X 0 0 0 DOUG PETERSON TRUSTEE 0.50 X 0 0 0 RODNEY WILLIAMS TRUSTEE 0.50 X 0 0 0 JESSE SCOTT-KANDOLL TRUSTEE 0.50 X 0 0 0 KRISTI COLE TRUSTEE 0.50 X 0 0 0 BOB SUSEE EXECUTIVE DIRECTOR 40.00 X 65592 0 9779 ROBERT HOWARD EMPLOYEE 40.00 X 148043 0 40093 DAVID HALSTEAD EMPLOYEE 40.00 X 143329 0 35226 ROGER SKAER EMPLOYEE 40.00 X 141790 0 33819 CLARENCE BOZARTH EMPLOYEE 40.00 X 138316 0 38000 DAVID SANCHEZ EMPLOYEE 40.00 X 138560 0 39128 775630 0 196045 32 0 1 0 MORGAN STANLEY 601 UNION STREET SUITE 5200 SEATTLE WA 98101 INVESTMENT MANAGEMENT 167479 1 EMPLOYER CONTRIBUTIONS 525100 12617808 12617808 SCHOOL REIMBURSEMENTS 525100 899274 899274 OTHER REIMBURSEMENTS 525100 322644 322644 13839726 1498253 1498253 39972 0 39972 39972 39972 190704 230252 -39548 -39548 15338403 13839726 0 1498677 75371 75371 5686467 4635784 1050683 824678 668412 156266 1054382 853868 200514 547854 464487 83367 36000 36000 41170 41170 50787 50787 200020 410 199610 49944 33566 16378 184354 158310 26044 48136 46208 1928 412447 396628 15819 150210 124355 25855 61841 31860 29981 562848 512444 50404 143541 109635 33906 APPRENTICESHIP TRAINING 788305 788305 ROOM AND BOARD 427799 427799 BUILDING SUPPLIES AND M 390250 267269 122981 PROPERTY AND REAL ESTAT 32436 32436 11768840 9551776 2217064 0 1067654 1292369 9534792 9785785 1335149 1481326 52300 59200 210722 391744 15005135 6764229 6712009 8240906 30719728 28339488 49632354 49590818 2690021 3099272 6864848 6517553 9554869 9616825 X 0 0 0 0 40077485 39973993 40077485 39973993 49632354 49590818 3569563 -3673055 0 X X 0 1 X 0 0 X 8900347 11323954 11163960 11197311 12808512 55394084 8900347 11323954 11163960 11197311 12808512 55394084 0 0 0 55394084 323990 910538 849754 1276942 1538225 4899449 323990 910538 849754 1276942 1538225 4899449 453999 694626 997438 892730 1221918 4260711 9678336 12929118 13011152 13366983 15568655 64554244 0.85810 0.83770 0.07590 0.09550 X 0 1358010 1358010 7852444 3601642 4250802 5492662 2945912 2546750 302019 216675 85344 8240906 X 11895600 -3673055 -3673055 15568655 -230252 -230252 15338403 11999092 230252 230252 11768840 0 11768840 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE UNCERTAIN POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, 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 -230,252. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF TEXTBOOKS AND SUPPLIES 230,252. 0 0 0 0 0 0 0 0 0 ROBERT HOWARD EMPLOYEE 148043 0 0 0 0 0 18959 0 21134 0 188136 0 0 0 DAVID HALSTEAD EMPLOYEE 143329 0 0 0 0 0 17258 0 17968 0 178555 0 0 0 ROGER SKAER EMPLOYEE 141790 0 0 0 0 0 19065 0 14754 0 175609 0 0 0 CLARENCE BOZARTH EMPLOYEE 138316 0 0 0 0 0 17873 0 20127 0 176316 0 0 0 DAVID SANCHEZ EMPLOYEE 138560 0 0 0 0 0 18545 0 20583 0 177688 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: SELECTION OF THE INDEPENDENT AUDITOR THE BOARD OF TRUSTEES OVERSEES THE PROCESS FOR SELECTING THE INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. CARPENTERS OF WESTERN WASHINGTON INDIVIDUAL ACCOUNT PENSION PN 2200 SIXTH AVE SEATTLE WA 98121 911160641 PROVIDE RETIREMENT BENEFITS TO ORGANIZATION BENEFITS WA 1.401-1(B)(3) 0 CARPENTERS H AND S PLAN OF WESTERN WASHINGTON 2200 SIXTH AVE SEATTLE WA 98121 916029049 PROVIDE HEALTH CARE BENEFITS TO ORGANIZATION MEMBERS WA 501(C)(9) 0 CARPENTERS RETIREMENT PLAN OF WESTERN WASHINGTON 2200 SIXTH AVE SEATTLE WA 98121 916029051 PROVIDE RETIREMENT BENEFITS TO ORGANIZATION MEMBERS WA 1.401-1(B)(3) 0 CARPENTERS-EMPLOYERS VACATION TR OF WW 2200 SIXTH AVE SEATTLE WA 98121 237163058 PROVIDE VACATION BENEFITS TO ORGANIZATION MEMBERS WA 501(C)(9) 0 CARPENTERS TRUST OF WESTERN WASHINGTON 916715926 ENTITY USED FOR PROCESSING OF CARPENTERS TRUSTS PAYROLL WA 1.401-1(B)(3) 0 PACIFIC NORTHWEST REGIONAL COUNCIL OF CARPENTERS 25120 PACIFIC HWY S KENT WA 98032 911704240 LABOR ORGANIZATION WA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0