2025-11-14T19:47:19-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 952106266 WESTERN STATES CARPENTERS TRAINING FUND WEST 2133868590 445 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 PETE RODRIGUEZ TRUSTEE 2133868590 2025-11-14 1 1 SCOTT E HALLBERG CPA P01081188 2023319880 2025-11-14 2024 2025-03-06 01:10:19Z X X PETE RODRIGUEZ 445 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 166362830 0 X N/A X 1958 CA TO PROVIDE EDUCATION AND TRAINING. 17 9 161 0 0 0 602176 516804 46400464 67149525 896920 293570 89708 84699 47989268 68044598 0 0 0 0 15655344 19444592 0 0 0 30184166 42570715 45839510 62015307 2149758 6029291 59973234 156614767 17762545 15308968 42210689 141305799 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 1 0 1 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 31 0 1 161 1 0 0 0 0 0 0 0 0 X 17 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 CA X CARPENTERS SERVICES ADMIN CORP 2133868590 445 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 FRANK HAWK TRUSTEE 1.00 40.00 X 0 352827 129062 SEAN HARTRANFT TRUSTEE 1.00 40.00 X 0 241122 98180 FRANK ZAMBRANO TRUSTEE 1.00 40.00 X 0 202684 88545 OSCAR CORDOVA TRUSTEE 1.00 40.00 X 0 176262 81777 JOSH RAPER TRUSTEE 1.00 40.00 X 0 173269 81217 JACOB LOPEZ TRUSTEE 1.00 40.00 X 0 173269 81217 ALLEN OTHMAN TRUSTEE 1.00 0.00 X 0 0 0 CURTIS CONYERS JR TRUSTEE 1.00 0.00 X 0 0 0 RICHARD HARRIS TRUSTEE 1.00 0.00 X 0 0 0 DOUGLAS MCCARRON TRUSTEE 1.00 0.00 X 0 0 0 CLINT G LARISON TRUSTEE 1.00 0.00 X 0 0 0 PETE RODRIGUEZ TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY ROSETTI TRUSTEE 1.00 0.00 X 0 0 0 CHARLES MUTTILLO TRUSTEE 1.00 0.00 X 0 0 0 GREG WILSON TRUSTEE 1.00 0.00 X 0 0 0 PAUL MARSHALL TRUSTEE 1.00 0.00 X 0 0 0 ROBBY CAPPS TRUSTEE 1.00 0.00 X 0 0 0 LOUIS A ONTIVEROS TRAINING DIRECTOR 40.00 0.00 X 282215 0 56178 DANIEL ESCARENO INSTRUCTOR 40.00 0.00 X 184945 0 50125 JONATHAN T WALZ INSTRUCTOR 40.00 0.00 X 176918 0 46436 ARTURO HERNANDEZ JR INSTRUCTOR 40.00 0.00 X 176491 0 46716 ADAM J KAWAMOTO INSTRUCTOR 40.00 0.00 X 173561 0 46787 JACOB PADILLA INSTRUCTOR 40.00 0.00 X 177762 0 38381 1171892 1319433 844621 64 0 1 0 CARPENTERS SERVICES ADMINISTRATIVE CORPO 533 S FREMONT AVE 7TH FLOOR LOS ANGELES CA 90071 ADMINISTRATIVE SERVICES 756428 SHANLEY APC 533 S FREMONT AVE 9TH FLOOR LOS ANGELES CA 90071 LEGAL SERVICES 697807 2 516804 516804 EMPLOYER CONTRIBUTIONS 900099 58081481 58081481 COST AGREEMENT REIMBURSEMENTS 900099 8475221 8475221 TRAINING CENTER REIMBURSED EXPENS 900099 580113 580113 LIQUIDATED DAMAGES 900099 42651 42651 TEXTBOOK RECEIPTS (NET OF EXPENSE 900099 -29941 -29941 67149525 2356115 2356115 84699 0 84699 84699 84699 96255687 98318232 -2062545 -2062545 -2062545 68044598 67149525 0 378269 338393 13703068 2347812 1921205 1134114 1756441 721538 52273 18750 1014185 113482 7542376 55892 8230227 4675467 57425 110072 3415129 1119699 UBC NATIONAL FUNDS 11169255 MANIPULATIVE MATERIALS 1562018 WELDING EXPENSES 218817 SMALL TOOLS EXPENSE 176489 561180 62015307 1161587 1422354 5951620 8639996 231328 225025 315092 754442 78020618 33451567 4279948 44569051 33755603 91270729 14278056 9733170 59973234 156614767 3506338 4366867 14256207 10942101 17762545 15308968 X 42210689 141305799 42210689 141305799 59973234 156614767 X 6029291 4025314 89040505 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8103789 8103789 55083734 22043940 33039794 4972372 4204059 768313 9860723 7203568 2657155 44569051 MONEY MARKET FUNDS 24256240 F MUTUAL FUNDS 54329424 F COMMON COLLECTIVE TRUSTS 12685065 F 91270729 INVESTMENT IN CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION 65249 ACCRUED INTEREST 534 DISPLAY TOOLS 90771 DEFERRED COMPENSATION ASSETS 126775 RIGHT-OF-USE ASSETS - OPERATING LEASES 9108439 RIGHT-OF-USE ASSETS - FINANCE LEASES 341402 9733170 DEFERRED COMPENSATION LIABILITY 126775 OPERATING LEASE LIABILITIES 9286706 FINANCE LEASE LIABILITIES 351260 DUE FROM CARPENTERS SOUTHWEST ADMIN CORP 1177360 10942101 X 72081103 4025314 4025314 68055789 18750 -29941 -11191 68044598 62026498 29941 29941 61996557 18750 18750 62015307 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 (NET OF EXPENSES) -29,941. PART XII, LINE 2D - OTHER ADJUSTMENTS: TEXTBOOK RECEIPTS (NET OF EXPENSES) 29,941. PART XI; LINE 4B THE AMOUNT OF $29,941 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 $29,941 IS LISTED FOR TEXTBOOK EXPENSE NET OF TEXTBOOK RECEIPTS, WHICH HAS BEEN INCLUDED AS INCOME ON THE FORM 990. 0 0 0 FRANK HAWK TRUSTEE 0 352827 0 0 0 0 0 111314 0 17748 0 481889 0 0 SEAN HARTRANFT TRUSTEE 0 241122 0 0 0 0 0 80432 0 17748 0 339302 0 0 LOUIS A ONTIVEROS TRAINING DIRECTOR 282215 0 0 0 0 0 38430 0 17748 0 338393 0 0 0 FRANK ZAMBRANO TRUSTEE 0 202684 0 0 0 0 0 70797 0 17748 0 291229 0 0 OSCAR CORDOVA TRUSTEE 0 176262 0 0 0 0 0 64029 0 17748 0 258039 0 0 JOSH RAPER TRUSTEE 0 173269 0 0 0 0 0 63469 0 17748 0 254486 0 0 JACOB LOPEZ TRUSTEE 0 173269 0 0 0 0 0 63469 0 17748 0 254486 0 0 DANIEL ESCARENO INSTRUCTOR 184945 0 0 0 0 0 32377 0 17748 0 235070 0 0 0 JONATHAN T WALZ INSTRUCTOR 176918 0 0 0 0 0 24182 0 22254 0 223354 0 0 0 ARTURO HERNANDEZ JR INSTRUCTOR 176491 0 0 0 0 0 24183 0 22533 0 223207 0 0 0 ADAM J KAWAMOTO INSTRUCTOR 173561 0 0 0 0 0 24276 0 22511 0 220348 0 0 0 JACOB PADILLA INSTRUCTOR 177762 0 0 0 0 0 20633 0 17748 0 216143 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 XI, LINE 9: MERGER PROCEEDS 89,040,505. FORM 990; PART XII; LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WESTERN STATES CARPENTERS PENSION TRUST 445 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 956042875 TO PROVIDE PENSION BENEFITS CA 401 (A) 0 WESTERN STATES CARPENTERS VACATION TRUST 445 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 956042279 TO PROVIDE VACATION BENEFITS CA 501(C)(9) 0 WESTERN STATES CARPENTERS HEALTH AND WELFARE TRUST 445 SOUTH FIGUEROA STREET LOS ANGELES CA 90071 956042873 TO PROVIDE MEDICAL AND DENTAL BENEFITS CA 501(C)(9) 0 CARPENTERS SERVICES ADMINISTRATIVE CORPORATION 445 SOUTH FIGUEROA STREET 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