2016-11-14T14:36:17-06:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 3000 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2014-01-01 237163057 CARPENTERS-EMPLOYERS APPRENTICESHIP AND TRAINING TRUST OF WASHINGTON-IDAHO CARP 2534375235 20424 72ND AVE SOUTH KENT WA 98032 DOUG TWEEDY TRUSTEE 2534375235 2016-11-14 1 KENNETH L CLENIN CPA P00006300 4252506100 2014 2017-02-10 21:41:12Z X DOUG TWEEDY 20424 72ND AVE SOUTH KENT WA 98032 9678336 0 X N/A X 1972 WA TO PROVIDE CARPENTER TRAINING AND RETRAINING FOR ELIGIBLE PARTICIPANTS. 10 10 50 10 0 0 0 0 6652231 9258826 118996 279390 22716 28261 6793943 9566477 0 0 0 0 3416705 3598968 0 0 0 1865585 2233644 5282290 5832612 1511653 3733865 22507150 26396654 629547 355077 21877603 26041577 TO PROVIDE TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS 0 0 5676502 9258826 TO PROVIDE CARPENTERS TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS 5676502 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 50 1 0 0 0 0 0 0 0 0 X 10 10 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 X X DOUG ORTH CO-CHAIRMAN 0.50 X X 0 0 0 DOUG TWEEDY CO-CHAIRMAN 0.50 X X 0 0 0 DOUG PETERSON TRUSTEE 0.50 X 0 0 0 KEN ERVIN TRUSTEE 0.50 X 0 0 0 JIM BRADFORD TRUSTEE 0.50 X 0 0 0 BOB SUSEE TRUSTEE 0.50 X 0 0 0 JAMIE WELSH TRUSTEE 0.50 X 0 0 0 KATHY SWAN TRUSTEE 0.50 X 0 0 0 DAVE RUPE TRUSTEE 0.50 X 0 0 0 RICK MUELLER TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 X EMPLOYER CONTRIBUTIONS 525100 8804827 8804827 SCHOOL REIMBURSEMENTS 525100 289529 289529 OTHER REIMBURSEMENTS 525100 164470 164470 9258826 279390 279390 44600 0 44600 44600 44600 95520 111859 -16339 -16339 9566477 9258826 0 307651 2549784 2549784 377543 377543 392953 392953 278688 278688 32520 32520 123590 123590 23000 23000 -1703 -1703 2843 2843 245248 245248 92400 92400 413835 413835 393638 393638 125320 125320 BUILDING SUPPLIES AND M 455236 455236 ROOM AND BOARD 169558 169558 APPRENTICESHIP TRAINING 71795 71795 PROPERTY AND REAL ESTAT 52923 52923 33441 33441 5832612 5676502 156110 0 X 345383 1262586 655379 917155 55300 52300 109008 215771 13108868 5786524 7687689 7322344 13654391 16626498 22507150 26396654 629547 355077 629547 355077 X 0 0 0 0 21877603 26041577 21877603 26041577 22507150 26396654 X 3733865 -165300 595409 0 X X 0 1 X 1 0 X 6477786 5805016 6469994 6739627 8804827 34297250 6477786 5805016 6469994 6739627 8804827 34297250 0 0 0 34297250 138398 167204 128378 158896 323990 916866 138398 167204 128378 158896 323990 916866 419145 617221 519734 508013 453999 2518112 7035329 6589441 7118106 7406536 9582816 37732228 0.90900 0.89790 0.02430 0.01940 X 0 1600729 1600729 11508139 5786524 5721615 7322344 COMMERCIAL PAPER 1891042 F PIMCO ST INVESTMENT FND 14735456 F 16626498 X 9510036 -165300 -165300 9675336 -108859 -108859 9566477 5941471 108859 108859 5832612 0 5832612 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE UNCERTAIN POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014 AND 2013, 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF TEXTBOOKS AND SUPPLIES PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF TEXTBOOKS AND SUPPLIES PART XII, LINE 4B - OTHER ADJUSTMENTS: INSURANCE CLAIMS RECEIPTS PART XI LINE 2D: $108,859 COST OF SALES TEXTBOOKS AND SUPPLIES WAS DEDUCTED FROM THE GROSS SALES OF TEXTBOOKS AND NET GAIN IS ENTERED ON FORM 990. PART XII LINE 2D $108,859 COST OF SALES TEXTBOOKS AND SUPPLIES WAS DEDUCTED FROM THE GROSS SALES OF TEXTBOOKSAND NET GAIN IS ENTERED ON FORM 990. PART I, LINES 9, 12, 19, 20, 21 AND 22 PROGRAM SERVICE REVENUE - LINE 9: AS PREVIOUSLY REPORTED $8,949,896 INCREASE $ 308,930 AS AMENDED $9,258,829 TOTAL REVENUE - LINE 12 AS PREVIOUSLY REPORTED $9,257,547 INCREASE $ 308,930 AS AMENDED $9,566,477 REVENUE LESS EXPENSES - LINE 19 AS PREVIOUSLY REPORTED $3,424,935 INCREASE $ 308,930 AS AMENDED $3,733,865 TOTAL ASSETS - LINE 20 AS PREVIOUSLY REPORTED $25,702,787 INCREASE $ 693,867 AS AMENDED $26,396,654 TOTAL LIABILITIES - LINE 21 AS PREVIOUSLY REPORTED $565,549 DECREASE $210,472 AS AMENDED $355,077 NET ASSETS - LINE 22 AS PREVIOUSLY REPORTED $25,137,238 INCREASE $ 904,339 AS AMENDED $26,041,577 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM 990 AS DELIVERED BY THE TRUSTS CPA. THEY 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. PART VII, SECTION A ON THE AMENDED 990 THE OFFICER BOX WAS CHECKED FOR TRUSTEES DOUG ORTH AND DOUG TWEEDY. THE OFFICER BOX WAS UNCHECKED FOR TRUSTEE RICK MUELLER PART VIII, STATEMENT OF REVENUE, LINES 2A(B), 2B(B) AND 12(B) LINE 2A(B) - EMPLOYER CONTRIBUTIONS AS PREVIOUSLY REPORTED $8,531,537 INCREASE $ 273,290 AS AMENDED $8,804,827 LINE 2B(B) - SCHOOL REIMBURSEMENTS AS PREVIOUSLY REPORTED $253,889 INCREASE $ 35,640 AS AMENDED $289,529 LINE 12(B) - TOTAL REVENUE AS PREVIOUSLY REPORTED $9,258,826 INCREASE $ 308,930 AS AMENDED $9,567,756 PART X, BALANCE SHEET - LINES 1, 4, 16, 17, 26, 33 AND 34 CASH NON INTEREST BEARING - LINE 1 AS PREVIOUSLY REPORTED $ 865,567 INCREASE $ 397,019 AS AMENDED $1,262,586 ACCOUNTS RECEIVABLE NET - LINE 4 AS PREVIOUSLY REPORTED $620,307 INCREASE $296,848 AS AMENDED $917,155 ACCOUNTS PAYABLE - LINE 17 AND TOTAL LIBILITES - LINE 26 AS PREVIOUSLY REPORTED $565,549 DECREASE $210,472 AS AMENDED $355,077 TOTAL NET ASSETS - LINE 33 AS PREVIOUSLY REPORTED $25,137,238 INCREASE $ 904,339 AS AMENDED $26,041,577 TOTAL ASSETS - LINE 16 AND TOTAL LIABILITES AND NET ASSETS - LINE 34 AS PREVIOUSLY REPORTED $25,702,787 INCREASE $ 904,339 AS AMENDED $26,607,126 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. PART XI, RECONCILIATION OF NET ASSETS - LINES 1, 3, 8 AND 10 TOTAL REVENUE - LINE 1 AS PREVIOUSLY REPORTED $9,257,547 INCREASE $ 308,930 AS AMENDED $9,566,477 REVENUES LESS EXPENSES - LINE 3 AS PREVIOUSLY REPORTED $3,424,935 INCREASE $ 308,930 AS AMENDED $3,733,865 PRIOR PERIOD ADJUSTMENTS - LINE 8 INCREASE $595,409 AS AMENDED $595,409 NET ASSETS AT END OF YEAR - LINE 10 AS PREVIOUSLY REPORTED $25,137,238 INCREASE $ 904,339 AS AMENDED $26,041,577 CARPENTERS OF WESTERN WASHINGTON INDIVIDUAL ACCOUNT PENSION PN 2200 SIXTH AVE SEATTLE WA 98121 911160641 PROVIDE RETIREMENT BENEFITS TO ORGANIZATION MEMBERS 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