SOUTHWEST CARPENTERS TRAINING FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST CARPENTERS TRAINING FUND (EIN 95-2106266)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-07-03
IRS object ID: 201421849349300207
Schema version: 2013v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-07-03T10:01:06-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	952556670	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BERNARD KOTKIN & COMPANY LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	533 SOUTH FREMONT AVENUE SUITE 802	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90071	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	952106266	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWEST CARPENTERS TRAINING FUND	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	2133868590	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 SOUTH FREMONT AVENUE	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90071	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EXECUTIVE ADMINISTRATOR	PersonNm
Person Title	INTERIM EXECUTIVE ADMINISTRATOR	PersonTitleTxt
Phone	2133868590	PhoneNum
Signature	2014-06-25	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	VINCENT P ROGERS	PreparerPersonNm
PTIN	P01236562	PTIN
Phone	2138929090	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KEVIN WOLFE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 SFREMONT AVE	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90071	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$42,419,903	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1958	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE EDUCATION AND TRAINING	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	103	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$3,330,900	PYProgramServiceRevenueAmt
CY Program Service Revenue	$13,007,005	CYProgramServiceRevenueAmt
PY Investment Income	$2,072,282	PYInvestmentIncomeAmt
CY Investment Income	$1,390,349	CYInvestmentIncomeAmt
PY Other Revenue	$57,995	PYOtherRevenueAmt
CY Other Revenue	$55,702	CYOtherRevenueAmt
PY Total Revenue	$5,461,177	PYTotalRevenueAmt
CY Total Revenue	$14,453,056	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$7,631,354	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$8,396,943	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$12,720,141	PYOtherExpensesAmt
CY Other Expenses	$11,441,341	CYOtherExpensesAmt
PY Total Expenses	$20,351,495	PYTotalExpensesAmt
CY Total Expenses	$19,838,284	CYTotalExpensesAmt
PY Revenues Less Expenses	-$14,890,318	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$5,385,228	CYRevenuesLessExpensesAmt
Total Assets BOY	$39,887,031	TotalAssetsBOYAmt
Total Assets EOY	$34,394,471	TotalAssetsEOYAmt
Total Liabilities BOY	$916,666	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$607,712	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$38,970,365	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$33,786,759	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE APPRENTICESHIP TRAINING.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$19,173,942	ExpenseAmt
Desc	TO PROVIDE EDUCATION AND TRAINING TO APPROXIMATELY 6,000MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION.	Desc
Total Program Service Expenses	$19,173,942	TotalProgramServiceExpensesAmt
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	16	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	103	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CARPENTERS SOUTHWEST ADMIN CORP	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	2133868590	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 S FREMONT AVE	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90071	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd
MARK FURMAN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
RICHARD HARRIS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
DOUGLAS MCCARRON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CURTIS CONYERS JR
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JD HERRON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
RICHARD L POZZO
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JAMES K BERNSEN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
FLOYD CLAY
TRUSTEE	1.00	Yes (X)	$0	$0	$0
TRAVIS WINSOR
TRUSTEE	1.00	Yes (X)	$0	$0	$0
MIKE DRAPER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
GORDEN HUBEL
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JEFFREY WHITTLE
TRUSTEE	1.00	Yes (X)	$0	$0	$0
RANDY THORNHILL
TRUSTEE	1.00	Yes (X)	$0	$0	$0
TOM CATLIN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ED RIPLEY
DIRECTOR	40.00		$146,646	$0	$30,060	Yes (X)
RONALD SCHOEN
EXECUTIVE ADMINISTRATOR	40.00		$215,310	$0	$27,130		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$361,956	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$57,190	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DECARLO CONNOR & SHANLEY	BusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 S FREMONT AVENUE	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90071	ZIPCode

Field	Value	IRS element (for citing)
Services	LEGAL SERVICES	ServicesDesc
Compensation	$298,250	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	900099	$5,470,146	$5,470,146
REIMB. FOR TRAINING FACILITIES	900099	$5,012,757	$5,012,757
COST AGREEMENT REIMBURSEMENTS	900099	$2,500,586	$2,500,586
LIQUIDATED DAMAGES	900099	$23,516	$23,516

Field	Value	IRS element (for citing)
Total Program Service Revenue	$13,007,005	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$715,340	TotalRevenueColumnAmt
Related Or Exempt Func Income	$715,340	RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$55,702	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$55,702	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$55,702	TotalRevenueColumnAmt
Related Or Exempt Func Income	$55,702	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$28,641,856	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$27,966,847	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$675,009	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$675,009	TotalRevenueColumnAmt
Related Or Exempt Func Income	$675,009	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,453,056	TotalRevenueColumnAmt
Related Or Exempt Func Income	$14,453,056	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$146,646	TotalAmt
Program Services	$146,646	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$5,991,726	TotalAmt
Program Services	$5,991,726	ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$738,328	TotalAmt
Program Services	$738,328	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$996,427	TotalAmt
Program Services	$996,427	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$523,816	TotalAmt
Program Services	$523,816	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$273,148	TotalAmt
Management And General	$273,148	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$42,294	TotalAmt
Management And General	$42,294	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,982,611	TotalAmt
Program Services	$3,982,611	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$13,085	TotalAmt
Management And General	$13,085	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$825,298	TotalAmt
Program Services	$825,298	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt
JANITORIAL & MAINTENANC	$1,015,062	$1,015,062	$0
MANIPULATIVE MATERIALS	$931,853	$931,853
MEETINGS AND TRAVEL EXP	$874,828	$874,828
UBC NATIONAL FUNDS	$769,366	$769,366

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,713,796	TotalAmt
Program Services	$2,377,981	ProgramServicesAmt
Management And General	$335,815	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,838,284	TotalAmt
Program Services	$19,173,942	ProgramServicesAmt
Management And General	$664,342	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,474	BOYAmt
EOY	$2,030,616	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,415,803	BOYAmt
EOY	$97,148	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,007,403	BOYAmt
EOY	$2,519,676	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$90,771	BOYAmt
EOY	$90,771	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$104,988	BOYAmt
EOY	$109,415	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$30,333,876	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$21,842,502	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,823,768	BOYAmt
EOY	$8,491,374	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$27,229,437	BOYAmt
EOY	$20,877,461	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$144,332	BOYAmt
EOY	$100,292	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$67,055	BOYAmt
EOY	$77,718	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$39,887,031	BOYAmt
EOY	$34,394,471	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$531,613	BOYAmt
EOY	$607,712	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$385,053	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$916,666	BOYAmt
EOY	$607,712	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$38,970,365	BOYAmt
EOY	$33,786,759	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$38,970,365	BOYAmt
EOY	$33,786,759	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$39,887,031	BOYAmt
EOY	$34,394,471	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$5,385,228	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$201,622	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$513,006	OtherCostOrOtherBasisAmt
Book Value	$513,006	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,698,320	OtherCostOrOtherBasisAmt
Depreciation	$2,260,304	DepreciationAmt
Book Value	$4,438,016	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,122,550	OtherCostOrOtherBasisAmt
Depreciation	$19,582,198	DepreciationAmt
Book Value	$3,540,352	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$8,491,374	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$14,654,678	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$201,622	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$201,622	RevenueNotReportedAmt
Revenue Subtotal	$14,453,056	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$14,453,056	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$19,838,284	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$19,838,284	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$19,838,284	TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ED RIPLEY
DIRECTOR	$146,646	$0	$0	$0	$0	$0	$19,891	$0	$10,169	$0	$176,706	$0	$0	$0
RONALD SCHOEN
EXECUTIVE ADMINISTRATOR	$210,501	$0	$0	$0	$4,809	$0	$16,961	$0	$10,169	$0	$242,440	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	FORM 990 IS REVIEWED BY EXECUTIVE ADMINISTRATOR 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 ADMINISTRATORS OFFICE.
FORM 990, PART IX, LINE 24E	UTILITIES EXPENSE: PROGRAM SERVICE EXPENSES 652,014. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 652,014. JOURNEYMEN TRAINING: PROGRAM SERVICE EXPENSES 318,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 318,150. INSURANCE - COMPREHENSIVE LIABILITY: PROGRAM SERVICE EXPENSES 302,172. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 302,172. OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 243,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243,850. TELEPHONE: PROGRAM SERVICE EXPENSES 190,193. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 190,193. INSURANCE - WORKERS COMPENSATION: PROGRAM SERVICE EXPENSES 177,549. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,549. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 168,747. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,747. FIDELITY BOND AND FIDUCIARY INSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 114,239. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,239. AUTOMOBILE EXPENSES: PROGRAM SERVICE EXPENSES 82,456. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,456. PUBLIC RELATIONS AND TRADE SHOWS: PROGRAM SERVICE EXPENSES 78,871. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,871. OFFICE SUPPLIES, POSTAGE AND MISCELLANEOUS: PROGRAM SERVICE EXPENSES 74,384. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,384. SEMINARS AND CONFERENCE EXPENSE: PROGRAM SERVICE EXPENSES 73,362. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,362. WELDING EXPENSE: PROGRAM SERVICE EXPENSES 71,728. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,728. ADMINISTRATIVE SERVICES FROM CARPENTERS SOUTHWEST ADMIN. CORP. : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 52,829. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,829. TEXTBOOKS EXPENSE(NET OF TEXTBOOKS RECEIPT): PROGRAM SERVICE EXPENSES 31,837. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,837. SMALL TOOLS EXPENSE: PROGRAM SERVICE EXPENSES 30,070. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,070. PROPERTY TAX EXPENSE: PROGRAM SERVICE EXPENSES 29,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,674. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 15,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,053. COMPLETION CEREMONIES: PROGRAM SERVICE EXPENSES 6,618. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,618.
FORM 990; PART XI; LINE 2 B AND C:	THE BOARD OF TRUSTEES APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR ANNUAL TRUSTEES' MEETING. THE ANNUAL AUDITORS' ENGAGEMENTS ARE APPROVED BY THE BOARD OF TRUSTEES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrganizationControlledOrganizationInd
CARPENTERS-CONTRACTORS COOPERATION COMMITTEE
533 SOUTH FREMONT	LOS ANGELES	CA	90071	954121672	TO IMPROVE CONDITIONS OF THOSE ENGAGED IN CARPENTRY INDUSTRY	CA	501 (C)(5)	NONE	NONE	0
CALIFORNIA DRYWALLLATHING INDUSTRY LABOR MNGMNT COOPERATION COMM INC
533 SOUTH FREMONT	LOS ANGELES	CA	90071	953885928	TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS	CA	501 (C)(6)	NONE	NONE	0
SOUTHWEST CARPENTERS PENSION TRUST
533 SOUTH FREMONT	LOS ANGELES	CA	90071	956042875	TO PROVIDE PENSION BENEFITS	CA	401 (A)	NONE	NONE	0
SOUTHWEST CARPENTERS VACATION TRUST
533 SOUTH FREMONT	LOS ANGELES	CA	90071	956042279	TO PROVIDE VACATION BENEFITS	CA	501 (C)(9)	NONE	NONE	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)	NONE	NONE	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 SOUTH FREMONT AVE	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90071	ZIPCode

Field	Value	IRS element (for citing)
EIN	953687194	EIN
Primary Activities	TO PROVIDE ADMINISTRATIVE SERVICES	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NONE	BusinessNameLine1

Field	Value	IRS element (for citing)
Entity Type	C	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	P	TransactionTypeTxt
Involved	$52,829	InvolvedAmt
Method Of Amount Determination	PERCENTAGE ALLOCATION	MethodOfAmountDeterminationTxt