2017-06-03T18:35:43-05:00 2016-12-31 205496781 James P Hasselman CPA LLC PO Box 11149 Honolulu HI 96828 990 2016-01-01 990119158 Hawaii Carpenters Apprenticeship and Training Fund HAWA 8088417575 200 N Vineyard Blvd No 100 Honolulu HI 96817 Ronald Taketa Co-Chair of Board of Trustees 8088417575 2017-05-23 1 James Hasselman P00653759 8087215483 2017-05-23 X 98.151.74.57 2017-06-03 13:35:28 HS P C5F3A239B6AC41DDECF98EC274193A8F61647FCC C5F3A239B6AC41DDECF98EC274193A8F61647FCC 2016 2021-01-29 14:40:06Z Ronald Taketa 200 N Vineyard Blvd No 100 Honolulu HI 96817 9568907 0 X N/A X 1967 HI To provide training and education to unionized carpenter apprentices and journeymen. 12 12 9 0 0 0 0 0 4344021 5080039 52077 112809 261629 346973 4657727 5539821 0 0 0 0 948224 1003486 0 0 0 1377426 1562066 2325650 2565552 2332077 2974269 28629905 31615375 119587 93336 28510318 31522039 The purpose of the organization is to provide training and educational benefits to employees covered under the collective bargaining agreement. 0 0 The Fund provided various education and training benefits to employees who satisfied the eligibility requirements as determined by the Board of Trustees of the Fund. 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 1 0 0 1 86 0 1 9 1 0 0 0 0 0 0 0 0 X 12 12 1 1 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X Hawaii Benefit Administrators Inc 8088417575 200 N Vineyard Boulevard Suite 100 Honolulu HI 96817 Claude Matsumoto Co-Chairman 1.00 X X 0 0 0 Ron Taketa Co-Chairman 1.00 X X 0 0 0 Kyle Chock Secretary 0.10 X X 0 0 0 Thomas Toma Trustee 0.10 X 0 0 0 Conrad Murashige Trustee 0.10 X 0 0 0 Ralph Kai Hoohuli Trustee 0.10 X 0 0 0 Roy Morioka Trustee 0.10 X 0 0 0 Vince Nihipali Trustee 0.10 X 0 0 0 Dale Sakamoto-Yoneda Trustee 0.10 X 0 0 0 Sheri Mau Alternate Trustee 0.10 X 0 0 0 Sean Newcamp Trustee 0.10 X 0 0 0 Mitchell Tynanes Trustee 0.10 X 0 0 0 Travis Murakami Trustee 0.10 X 0 0 0 Mike Goodnight Alternate Trustee 0.10 X 0 0 0 Edmund Aczon Executive Director 40.00 X 150000 0 30390 Paul Chang Training Coordinator 40.00 X 119000 0 27290 269000 0 57680 2 0 1 0 Panda Travel 1017 Kapahulu Avenue Honolulu HI 96816 Travel services 168288 1 Employer Contributions 230000 5080039 5080039 5080039 141368 141368 7500 527 6973 6973 6973 4000000 4028559 -28559 -28559 -28559 Settlement proceeds 900099 340000 340000 340000 5539821 5427012 0 112809 180390 593379 56166 115388 58163 76531 6544 18545 5928 245907 37162 9505 315147 13526 5275 546287 83367 Training expenses 180039 UBC training, net of re -5541 23844 2565552 835486 1935445 434285 447299 66893 65416 25663832 4621307 21488073 21042525 5793214 8101109 11954 23581 28629905 31615375 119587 93336 119587 93336 X 0 0 0 0 28510318 31522039 28510318 31522039 28629905 31615375 2974269 37452 0 X X 0 1 X 1 0 7383349 7383349 16710429 3228679 13481750 1447782 1386154 61628 122272 6474 115798 21042525 X 5231345 37452 37452 5193893 5928 340000 345928 5539821 2219624 -340000 -340000 2559624 5928 5928 2565552 Part X, Line 2: The Fund's audited financial statement's FIN 48 (ASC 740) footnotes states the following: "The Fund's three most recent tax years (2013, 2014 and 2015) are open to examination by the Internal Revenue Service. Management is not aware of any uncertain tax positions taken on previously filed tax returns." Part XI, Line 4b - Other Adjustments: Settlement proceeds 340,000. Part XII, Line 2d - Other Adjustments: Settlement proceeds -340,000. X X 0 0 0 Edmund Aczon Executive Director 150000 0 0 0 0 0 15000 0 15390 0 180390 0 0 0 Form 990, Part VI, Section A, line 2 The Board of Trustees is composed of twelve individuals, six of whom are union" trustees and six of whom are "contractor" trustees. The union" trustees are appointed by the Hawaii Regional Council of Carpenters. The "contractor" trustees are appointed by the General Contractors Labor Association, the Building Industry Labor Association and the Hawaii Wall & Ceiling Industry Association. Form 990, Part VI, Section A, line 3 The board of trustees has contracted with a third party administrator, Hawaii Benefit Administrators, Inc. ("HBAI") to provide administrative services such as cash receipt and disbursement processing, accounting services, financial reporting, and other services as directed by the board. Form 990, Part VI, Section A, line 7a The governing board is appointed by the Hawaii Regional Council of Carpenters, the General Contractors Labor Association, the Building Industry Labor Association and the Hawaii Wall & Ceiling Industry Association. Form 990, Part VI, Section B, line 11b A draft of Form 990 was provided to the board of trustees for review as part of a regularly scheduled board meeting and reviewed with the board by the tax preparer. The Form 990 was subsequently filed with the IRS. Form 990, Part VI, Section C, line 19 The organization does not make its governing documents or financial statements available to the general public. Form 990, Part XII, Line 2c: The Fund's process for appointing and overseeing the results of the annual audit by the board of trustees is unchanged from the prior year. Hawaii Carpenters Vacation & Holiday Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 996025504 To provide vacation and holiday benefits to unionized employees HI 501(c)(9) None 0 Hawaii Carpenters Health & Welfare Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 996014752 To provide health & welfare benefits to unionized employees HI 501(c)(9) None 0 Hawaii Carpenters Market Recovery Program Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 990264270 To explore joint employer/employee work opportunities HI 501(c)(5) None 0 Hawaii Carpenters Financial Security Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 990264272 Employee benefit plan providing retirement benefits HI None 0 Hawaii Carpenters 401(k) Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 550822045 Employee benefit plan providing retirement benefits HI None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0