2013-07-08T16:04:53-05:00 2012-12-31 952556670 BERNARD KOTKIN & COMPANY LLP 533 SOUTH FREMONT AVENUE SUITE 802 LOS ANGELES CA 90071 990 2012-01-01 952106266 SOUTHWEST CARPENTERS TRAINING FUND SOUT 2133868590 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 RONALD SCHOEN 2133868590 2013-07-08 VINCENT P ROGERS P01236562 2138929090 2012 2016-02-24 21:20:13Z RONALD SCHOEN 533 SFREMONT AVENUE LOS ANGELES CA 90071 38460397 0 X N/A X 1958 CA TO PROVIDE EDUCATION AND TRAINING 16 16 95 0 0 0 0 0 16680976 3330900 886682 2072282 31104 57995 17598762 5461177 0 0 0 0 8219706 7631354 0 0 0 12752563 12720141 20972269 20351495 -3373507 -14890318 56184509 39887031 593252 916666 55591257 38970365 TO PROVIDE APPRENTICESHIP TRAINING. 0 0 19865461 TO PROVIDE EDUCATION AND TRAINING TO APPROXIMATELY 6,000MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION. 19865461 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 95 1 0 0 0 0 0 0 0 0 X 16 16 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 1.00 X 0 0 0 RICHARD HARRIS 1.00 X 0 0 0 DOUGLAS MCCARRON 1.00 X 0 0 0 CURTIS CONYERS JR 1.00 X 0 0 0 JD HERRON 1.00 X 0 0 0 RICHARD L POZZO 1.00 X 0 0 0 JAMES K BERNSEN 1.00 X 0 0 0 FLOYD CLAY 1.00 X 0 0 0 TRAVIS WINSOR 1.00 X 0 0 0 MIKE MCCARRON 1.00 X 0 0 0 GORDEN HUBEL 1.00 X 0 0 0 BETH HANSEN 1.00 X 0 0 0 WAYNE CATALANO 1.00 X 0 0 0 MARK THURMAN 1.00 X 0 0 0 RANDY HIGHLAND 1.00 X 0 0 0 JEFFREY WHITTLE 1.00 X 0 0 0 ED RIPLEY 40.00 X 165539 0 35366 RONALD SCHOEN 40.00 X 217873 0 15705 383412 0 51071 2 0 1 0 DECARLO CONNOR & SHANLEY 533 S FREMONT AVENUE LOS ANGELES CA 90071 LEGAL SERVICES 173347 1 COST AGREEMENT REIMBUR 900099 3029577 3029577 REIMB. FOR TRAINING FACILITIES 900099 279739 279739 LIQUIDATED DAMAGES 900099 21584 21584 3330900 901134 901134 57995 0 57995 57995 57995 34170368 32999220 1171148 1171148 1171148 5461177 5461177 0 0 X 165539 165539 5530274 5530274 612569 612569 814614 814614 508358 508358 172905 172905 41345 41345 4942837 4942837 8390 8390 1102234 1102234 JANITORIAL & MAINTENANC 1114601 1114601 MEETINGS AND TRAVEL EXP 935330 935330 UBC NATIONAL FUNDS 905732 905732 UTILITIES EXPENSE 632319 632319 2864448 2601054 263394 20351495 19865461 486034 0 1469 3474 18247434 2415803 2596144 1007403 90771 90771 72701 104988 29840972 21017204 9730489 8823768 25283504 27229437 97811 144332 64186 67055 56184509 39887031 459559 531613 133693 385053 593252 916666 X 0 0 0 0 55591257 38970365 55591257 38970365 56184509 39887031 X -14890318 35404 -1765978 X X 0 1 X 1 0 513006 513006 7607159 2487799 5119360 9365064 6862130 2502934 12355743 11667275 688468 0 8823768 DRAFTS OUTSTANDING 385053 385053 5496581 35404 35404 5461177 0 5461177 20351495 0 20351495 0 20351495 X 0 0 0 ED RIPLEY 165539 0 0 0 0 0 26109 0 9257 0 200905 0 0 0 RONALD SCHOEN 213096 0 0 0 4777 0 6448 0 9257 0 233578 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY RONALD SCHOEN, 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. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART IX, LINE 24E MANIPULATIVE MATERIALS: PROGRAM SERVICE EXPENSES 578,162. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 578,162. JOURNEYMEN TRAINING: PROGRAM SERVICE EXPENSES 380,087. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 380,087. INSURANCE - COMPREHENSIVE LIABILITY: PROGRAM SERVICE EXPENSES 365,339. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 365,339. INSURANCE - WORKERS COMPENSATION: PROGRAM SERVICE EXPENSES 267,884. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 267,884. OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 263,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 263,255. PUBLIC RELATIONS AND TRADE SHOWS: PROGRAM SERVICE EXPENSES 201,433. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 201,433. TELEPHONE: PROGRAM SERVICE EXPENSES 177,702. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,702. FIDELITY BOND AND FIDUCIARY INSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 102,018. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,018. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 88,837. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,837. AUTOMOBILE EXPENSES: PROGRAM SERVICE EXPENSES 88,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,515. ADMINISTRATIVE SERVICES FROM CARPENTERS SOUTHWEST ADMIN. CORP.: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,539. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,539. TEXTBOOKS EXPENSE(NET OF TEXTBOOKS RECEIPT): PROGRAM SERVICE EXPENSES 69,261. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,261. WELDING EXPENSE: PROGRAM SERVICE EXPENSES 64,616. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,616. OFFICE SUPPLIES, POSTAGE AND MISCELLANEOUS: PROGRAM SERVICE EXPENSES 59,974. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,974. COMPLETION CEREMONIES: PROGRAM SERVICE EXPENSES 29,529. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,529. SMALL TOOLS EXPENSE: PROGRAM SERVICE EXPENSES 23,975. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,975. SEMINARS AND CONFERENCE EXPENSE: PROGRAM SERVICE EXPENSES 17,890. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,890. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 8,831. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,831. PROPERTY TAX EXPENSE: PROGRAM SERVICE EXPENSES 4,601. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,601. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: EMPLOYER CONTRIBTUIONS REALLOCATION -1,765,978. 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 72539 PERCENTAGE ALLOCATION