CARPENTERS-EMPLOYERS APPRENTICESHIP AND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CARPENTERS-EMPLOYERS APPRENTICESHIP AND (EIN 23-7163057)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2013-05-08
IRS object ID: 201341289349301264
Schema version: 2011v1.5
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 A
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-08T12:16:05-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	410746749	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3000 NORTHUP WAY SUITE 200	AddressLine1
City	BELLEVUE	City
State	WA	State
ZIP Code	98004	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237163057	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CARPENTERS-EMPLOYERS APPRENTICESHIP AND	BusinessNameLine1
Business Name Line2	TRAINING TRUST OF WASHINGTON-IDAHO	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	CARP	NameControl
Phone	2534375235	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	20424 72ND AVE SOUTH	AddressLine1
City	KENT	City
State	WA	State
ZIP Code	98032	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DOUG TWEEDY	Name
Title	CO-CHAIRMAN	Title
Phone	2539458800	Phone
Date Signed	2013-04-24	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KENNETH L CLENIN CPA	Name
PTIN	P00006300	PTIN
Phone	4252506100	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Amended Return	X	AmendedReturn
Name Of Principal Officer Person	DOUG TWEEDY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	25120 PACIFIC HWY SOUTH STE 200	AddressLine1
City	KENT	City
State	WA	State
ZIP Code	98032	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	6737135	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1972	YearFormation
State Legal Domicile	WA	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE CARPENTER TRAINING AND RETRAINING FOR ELIGIBLE PARTICIPANTS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	64	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	6896931	ProgramServiceRevenuePriorYear
Program Service Revenue CY	6497702	ProgramServiceRevenueCY
Investment Income Prior Year	92348	InvestmentIncomePriorYear
Investment Income Current Year	135974	InvestmentIncomeCurrentYear
Other Revenue Prior Year	46050	OtherRevenuePriorYear
Other Revenue Current Year	64895	OtherRevenueCurrentYear
Total Revenue Prior Year	7035329	TotalRevenuePriorYear
Total Revenue Current Year	6698571	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	5298720	SalariesEtcPriorYear
Salaries Etc Current Year	5018157	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2763357	OtherExpensePriorYear
Other Expenses Current Year	2260577	OtherExpensesCurrentYear
Total Expenses Prior Year	8062077	TotalExpensesPriorYear
Total Expenses Current Year	7278734	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-1026748	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-580163	RevenuesLessExpensesCY
Total Assets BOY	20109649	TotalAssetsBOY
Total Assets EOY	19393955	TotalAssetsEOY
Total Liabilities BOY	855455	TotalLiabilitiesBOY
Total Liabilities EOY	805265	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	19254194	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	18588690	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	7218503	Expense
Revenue	6497702	Revenue
Description	TO PROVIDE CARPENTERS TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS	Description
Total Program Service Expense	7218503	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	1	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	4	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	64	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	0	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	0	RegularMonitoringEnforcement
Whistleblower Policy	0	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	CARPENTERS-EMPLOYERS APPR & TRAINING TRUST FUND OF WA-ID	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2534375235	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	20424 72ND AVE SOUTH	AddressLine1
City	KENT	City
State	WA	State
ZIP Code	98032	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
BOB SUSEE
TRUSTEE	0.00	X	0	0	0
DOUG PETERSON
TRUSTEE	0.00	X	0	0	0
ERIC FRANKLIN
TRUSTEE	0.00	X	0	0	0
DOUG PALACHUK
TRUSTEE	0.00	X	0	0	0
DOUG ORTH
TRUSTEE	0.00	X	0	0	0
DOUG TWEEDY
TRUSTEE	0.00	X	0	0	0
PETER GIER
FORMER TRUSTEE	0.00	X	0	0	0
JOHN LITTEL
TRUSTEE	0.00	X	0	0	0
JIM BRADFORD
TRUSTEE	0.00	X	0	0	0
JAMIE WELSH
TRUSTEE	0.00	X	0	0	0
THOMAS FLYNN
DIRECTOR OF INSTRUCTION	40.00		130845	0	27331	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	130845	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	27331	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS	525100	5880481	5880481
SCHOOL REIMBURSEMENTS	525100	561771	561771
OTHER REIMBURSEMENTS	525100	55450	55450

Field	Value	IRS element (for citing)
Total Program Service Revenue	6497702	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	133329	TotalRevenueColumn
Exclusion	$133,329	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	33875	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	0	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	33875	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	33875	TotalRevenueColumn
Exclusion	$33,875	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	3140	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	495	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	2645	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	2645	TotalRevenueColumn
Exclusion	$2,645	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	69089	GrossSalesOfInventory
Cost Of Goods Sold	38069	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	31020	TotalRevenueColumn
Exclusion	$31,020	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	6698571	TotalRevenueColumn
Related Or Exempt Function Income	6497702	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$200,869	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	3422478	Total
Program Services	3422478	ProgramServices

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	466265	Total
Program Services	466265	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	540201	Total
Program Services	540201	ProgramServices

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	589213	Total
Program Services	589213	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	33028	Total
Management And General	33028	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	24336	Total
Management And General	24336	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	29753	Total
Program Services	29753	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	3315	Total
Program Services	3315	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	10852	Total
Program Services	10852	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	399551	Total
Program Services	399551	ProgramServices

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	50541	Total
Program Services	50541	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	166116	Total
Program Services	166116	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	111817	Total
Program Services	111817	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	15860	Total
Program Services	12993	ProgramServices
Management And General	2867	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	545659	Total
Program Services	545659	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	127465	Total
Program Services	127465	ProgramServices

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
APPRENTICESHIP TRAINING	712273	712273
PROPERTY AND REAL ESTAT	30011	30011

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	7278734	Total
Program Services	7218503	ProgramServices
Management And General	60231	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1417056	BOY
EOY	1753000	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	702310	BOY
EOY	807321	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	86000	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	106484	BOY
EOY	111963	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	12925274	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	4543541	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	8792652	BOY
EOY	8381733	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	9081743	BOY
EOY	8253938	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	9404	BOY
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	20109649	BOY
EOY	19393955	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	855455	BOY
EOY	805265	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	855455	BOY
EOY	805265	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	19254194	BOY
EOY	18588690	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	19254194	BOY
EOY	18588690	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	20109649	BOY
EOY	19393955	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-580163	ReconcilationRevenueExpenses
Reconcilation Other Changes	-85341	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	0	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	9402377	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	10689895	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	7928160	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6477786	CurrentTaxYearMinus1Year
Current Tax Year	5808016	CurrentTaxYear
Total	40306234	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	9402377	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	10689895	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	7928160	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6477786	CurrentTaxYearMinus1Year
Current Tax Year	5808016	CurrentTaxYear
Total	40306234	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	40306234	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	377456	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	329175	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	101561	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	138398	CurrentTaxYearMinus1Year
Current Tax Year	167204	CurrentTaxYear
Total	1113794	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	377456	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	329175	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	101561	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	138398	CurrentTaxYearMinus1Year
Current Tax Year	167204	CurrentTaxYear
Total	1113794	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	517336	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1066017	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	865125	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	419145	CurrentTaxYearMinus1Year
Current Tax Year	617221	CurrentTaxYear
Total	3484844	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	10297169	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	12085087	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	8894846	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7035329	CurrentTaxYearMinus1Year
Current Tax Year	6592441	CurrentTaxYear
Total	44904872	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.89760	PublicSupportPercentage509
Prior Year Support Percentage	0.89640	PriorYearSupportPercentage
Investment Income Percentage	0.02480	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.02510	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtc

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1441303	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	136650	OtherCostOrOtherBasis
Book Value	1577953	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	8571257	OtherCostOrOtherBasis
Depreciation	2292653	Depreciation
Book Value	6278604	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2776064	OtherCostOrOtherBasis
Depreciation	2250888	Depreciation
Book Value	525176	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	8381733	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
COMMERCIAL PAPER	2185302	F
PIMCO ST INVESTMENT FND	6068636	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	8253938	TotalOfBookValueSecurities
Total Revenue	6698571	TotalRevenue
Total Expenses	7278734	TotalExpenses
Excess Or Deficit For Year	-580163	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-85341	NetUnrealizedGLOnInvestments
Total Adjustments	-85341	TotalAdjustments
Excess Or Deficit Per FS	-665504	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	6615889	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-85341	NetUnrealizedGainsInvestments
Other Revenues	2659	OtherRevenues
Revenue Not Rptd F990	-82682	RevenueNotRptdF990
Revenue Subtotal	6698571	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	6698571	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	7281393	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	2659	OtherExpensesIncluded
Expenses Not Rptd F990	2659	ExpensesNotRptdF990
Expenses Subtotal	7278734	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	7278734	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X:	THE PLAN ADMINISTRATOR HAS ANALYZED THE UNCERTAIN POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011 AND 2010, 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 2007.
		PART XII LINE 2D: $2659 COST OF SALES TEXTBOOKS AND SUPPLIES WAS DEDUCTED FROM THE GROSS SALES OF TEXTBOOKS AND NET GAIN IS ENTERED ON FORM 990. PART XIII LINE 2D: $2659 COST OF SALES TEXTBOOKS ADN SUPPLIES WAS DEDUCTED FROM THE GROSS SALES OF TEXTBOOKSAND NET GAIN IS ENTERED ON FORM 990.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	THOMAS FLYNN	NamePerson
Base Compensation Filing Org	130845	BaseCompensationFilingOrg
Comp Based On Related Orgs	0	CompBasedOnRelatedOrgs
Bonus Filing Org	0	BonusFilingOrg
Bonus Related Orgs	0	BonusRelatedOrgs
Other Compensation Filing Org	0	OtherCompensationFilingOrg
Other Compensation Related Orgs	0	OtherCompensationRelatedOrgs
Deferred Comp Filing Org	11440	DeferredCompFilingOrg
Deferred Comp Related Orgs	0	DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org	15891	NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs	0	NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org	158176	TotalCompensationFilingOrg
Total Compensation Related Orgs	0	TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org	130783	CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs	0	CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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 MAILING 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.
FORM 990, PART XI, LINE 5:	NET UNREALIZED LOSSES ON INVESTMENTS: -85,341.	CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Controlled OrgControlledOrg
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

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	1	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
CARPENTERS H & S PLAN OF WESTERN WASHINGTON
O	23782	TRUSTEE APPROVAL
CARPENTERS RETIREMENT PLAN OF WESTERN WASHINGTON
O	12805	TRUSTEE APPROVAL