2014-07-03T10:01:06-05:00 2013-12-31 952556670 BERNARD KOTKIN & COMPANY LLP 533 SOUTH FREMONT AVENUE SUITE 802 LOS ANGELES CA 90071 990 2013-01-01 952106266 SOUTHWEST CARPENTERS TRAINING FUND SOUT 2133868590 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 EXECUTIVE ADMINISTRATOR INTERIM EXECUTIVE ADMINISTRATOR 2133868590 2014-06-25 VINCENT P ROGERS P01236562 2138929090 2013 2015-11-30 17:44:51Z KEVIN WOLFE 533 SFREMONT AVE LOS ANGELES CA 90071 42419903 0 X N/A X 1958 CA TO PROVIDE EDUCATION AND TRAINING 14 14 103 0 0 0 0 0 3330900 13007005 2072282 1390349 57995 55702 5461177 14453056 0 0 0 0 7631354 8396943 0 0 0 12720141 11441341 20351495 19838284 -14890318 -5385228 39887031 34394471 916666 607712 38970365 33786759 TO PROVIDE APPRENTICESHIP TRAINING. 0 0 19173942 TO PROVIDE EDUCATION AND TRAINING TO APPROXIMATELY 6,000MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION. 19173942 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 16 0 1 103 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 CA X CARPENTERS SOUTHWEST ADMIN CORP 2133868590 533 S FREMONT AVE LOS ANGELES CA 90071 MARK FURMAN TRUSTEE 1.00 X 0 0 0 RICHARD HARRIS TRUSTEE 1.00 X 0 0 0 DOUGLAS MCCARRON TRUSTEE 1.00 X 0 0 0 CURTIS CONYERS JR TRUSTEE 1.00 X 0 0 0 JD HERRON TRUSTEE 1.00 X 0 0 0 RICHARD L POZZO TRUSTEE 1.00 X 0 0 0 JAMES K BERNSEN TRUSTEE 1.00 X 0 0 0 FLOYD CLAY TRUSTEE 1.00 X 0 0 0 TRAVIS WINSOR TRUSTEE 1.00 X 0 0 0 MIKE DRAPER TRUSTEE 1.00 X 0 0 0 GORDEN HUBEL TRUSTEE 1.00 X 0 0 0 JEFFREY WHITTLE TRUSTEE 1.00 X 0 0 0 RANDY THORNHILL TRUSTEE 1.00 X 0 0 0 TOM CATLIN TRUSTEE 1.00 X 0 0 0 ED RIPLEY DIRECTOR 40.00 X 146646 0 30060 RONALD SCHOEN EXECUTIVE ADMINISTRATOR 40.00 X 215310 0 27130 361956 0 57190 2 0 1 0 DECARLO CONNOR & SHANLEY 533 S FREMONT AVENUE LOS ANGELES CA 90071 LEGAL SERVICES 298250 1 EMPLOYER CONTRIBUTIONS 900099 5470146 5470146 REIMB. FOR TRAINING FACILITIES 900099 5012757 5012757 COST AGREEMENT REIMBURSEMENTS 900099 2500586 2500586 LIQUIDATED DAMAGES 900099 23516 23516 13007005 715340 715340 55702 0 55702 55702 55702 28641856 27966847 675009 675009 675009 14453056 14453056 0 0 X 146646 146646 5991726 5991726 738328 738328 996427 996427 523816 523816 273148 273148 42294 42294 3982611 3982611 13085 13085 825298 825298 JANITORIAL & MAINTENANC 1015062 1015062 0 MANIPULATIVE MATERIALS 931853 931853 MEETINGS AND TRAVEL EXP 874828 874828 UBC NATIONAL FUNDS 769366 769366 2713796 2377981 335815 19838284 19173942 664342 0 3474 2030616 2415803 97148 1007403 2519676 90771 90771 104988 109415 30333876 21842502 8823768 8491374 27229437 20877461 144332 100292 67055 77718 39887031 34394471 531613 607712 385053 0 916666 607712 X 0 0 0 0 38970365 33786759 38970365 33786759 39887031 34394471 -5385228 201622 0 X X 0 1 X 1 0 513006 513006 6698320 2260304 4438016 23122550 19582198 3540352 8491374 14654678 201622 201622 14453056 0 14453056 19838284 0 19838284 0 19838284 X 0 0 0 ED RIPLEY DIRECTOR 146646 0 0 0 0 0 19891 0 10169 0 176706 0 0 0 RONALD SCHOEN EXECUTIVE ADMINISTRATOR 210501 0 0 0 4809 0 16961 0 10169 0 242440 0 0 0 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. 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 CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION 533 SOUTH FREMONT AVE LOS ANGELES CA 90071 953687194 TO PROVIDE ADMINISTRATIVE SERVICES CA NONE C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION P 52829 PERCENTAGE ALLOCATION