SOUTHWEST CARPENTERS TRAINING FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST CARPENTERS TRAINING FUND (EIN 95-2106266)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-07-11
IRS object ID: 201241939349300539
Schema version: 2011v1.2
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)
Timestamp	2012-07-11T13:23:58-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	952556670	EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	952106266	EIN

Name Name

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

Field	Value	IRS element (for citing)
Name Control	SOUT	NameControl
Phone	2133868590	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	RONALD SCHOEN	Name
Title	EXECUTIVE ADMINISTRATOR	Title
Phone	2133868590	Phone
Date Signed	2012-07-10	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	VINCENT P ROGERS	Name
PTIN	P01236562	PTIN
Phone	2138929090	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	RONALD SCHOEN	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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

Field	Value	IRS element (for citing)
Gross Receipts	23301908	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	N/A	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1958	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE EDUCATION AND TRAINING	ActivityOrMissionDescription
Nbr Voting Members Governing Body	15	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	15	NbrIndependentVotingMembers
Total Nbr Employees	106	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	20129977	ProgramServiceRevenuePriorYear
Program Service Revenue CY	16680976	ProgramServiceRevenueCY
Investment Income Prior Year	827477	InvestmentIncomePriorYear
Investment Income Current Year	886682	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	31104	OtherRevenueCurrentYear
Total Revenue Prior Year	20957454	TotalRevenuePriorYear
Total Revenue Current Year	17598762	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	9691112	SalariesEtcPriorYear
Salaries Etc Current Year	8219706	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	14238911	OtherExpensePriorYear
Other Expenses Current Year	12752563	OtherExpensesCurrentYear
Total Expenses Prior Year	23930023	TotalExpensesPriorYear
Total Expenses Current Year	20972269	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-2972569	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-3373507	RevenuesLessExpensesCY
Total Assets BOY	57034134	TotalAssetsBOY
Total Assets EOY	56184509	TotalAssetsEOY
Total Liabilities BOY	828567	TotalLiabilitiesBOY
Total Liabilities EOY	593252	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	56205567	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	55591257	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE APPRENTICESHIP TRAINING.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	20450468	Expense
Description	TO PROVIDE EDUCATION AND TRAINING TO APPROXIMATELY 6,000MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION.	Description
Total Program Service Expense	20450468	TotalProgramServiceExpense
Described In501 C3	0	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
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	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	0	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
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
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	17	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	106	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
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	15	NbrVotingGoverningBodyMembers
Number Independent Voting Members	15	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	0	ConflictOfInterestPolicy
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
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Field	Value	IRS element (for citing)
Telephone Number	2133868590	TelephoneNumber

Address US AddressUS

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 Form990PartVIISectionA (17 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee
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 MCCARRON
TRUSTEE	1.00	X	0	0	0
GORDEN HUBEL
TRUSTEE	1.00	X	0	0	0
BETH HANSEN
TRUSTEE	1.00	X	0	0	0
WAYNE CATALANO
TRUSTEE	1.00	X	0	0	0
MARK THURMAN
TRUSTEE	1.00	X	0	0	0
RANDY HIGHLAND
TRUSTEE	1.00	X	0	0	0
ED RIPLEY
DIRECTOR	40.00		165539	0	16089	X
RONALD SCHOEN
EXECUTIVE ADMINISTRATOR	40.00		0	222006	28722		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	165539	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	222006	TotalReportableCompFrmRltdOrgs
Total Other Compensation	44811	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

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

Address Of Contractor AddressOfContractor

Address US AddressUS

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)
Description Of Services	LEGAL SERVICES	DescriptionOfServices
Compensation	123437	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS	900099	13525622	13525622
COST AGREEMENT REIMBUR	900099	2456754	2456754
REIMB. FOR TRAINING FA	900099	585079	585079
CONTRIBUTIONS FROM CCC	900099	103970	103970
LIQUIDATED DAMAGES	900099	9551	9551

Field	Value	IRS element (for citing)
Total Program Service Revenue	16680976	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	870370	TotalRevenueColumn
Related Or Exempt Function Income	870370	RelatedOrExemptFunctionIncome

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	31104	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	31104	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	31104	TotalRevenueColumn
Related Or Exempt Function Income	31104	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	5719458	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	5703146	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	16312	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	16312	TotalRevenueColumn
Related Or Exempt Function Income	16312	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	17598762	TotalRevenueColumn
Related Or Exempt Function Income	17598762	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

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

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	165539	Total
Program Services	165539	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	6078562	Total
Program Services	6078562	ProgramServices

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	658971	Total
Program Services	658971	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	788247	Total
Program Services	788247	ProgramServices

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	528387	Total
Program Services	528387	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	125832	Total
Management And General	125832	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	40865	Total
Management And General	40865	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	4831817	Total
Program Services	4831817	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	6497	Total
Management And General	6497	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1713988	Total
Program Services	1713988	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
MEETINGS AND TRAVEL EXP	1167365	1167365
JANITORIAL & MAINTENANC	1054609	1054609
MANIPULATIVE MATERIALS	702636	702636
UTILITIES EXPENSE	602954	602954

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2506000	Total
Program Services	2157393	ProgramServices
Management And General	348607	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	20972269	Total
Program Services	20450468	ProgramServices
Management And General	521801	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1460	BOY
EOY	1469	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	21370077	BOY
EOY	18247434	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2564614	BOY
EOY	2596144	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	90771	BOY
EOY	90771	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	73942	BOY
EOY	72701	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	30365738	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	20635249	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	8803161	BOY
EOY	9730489	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	23999663	BOY
EOY	25283504	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	72315	BOY
EOY	97811	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	58131	BOY
EOY	64186	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	57034134	BOY
EOY	56184509	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	457087	BOY
EOY	459559	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	371480	BOY
EOY	133693	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	828567	BOY
EOY	593252	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	56205567	BOY
EOY	55591257	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	56205567	BOY
EOY	55591257	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	57034134	BOY
EOY	56184509	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-3373507	ReconcilationRevenueExpenses
Reconcilation Other Changes	2759197	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	513006	OtherCostOrOtherBasis
Book Value	513006	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	7607159	OtherCostOrOtherBasis
Depreciation	2332219	Depreciation
Book Value	5274940	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	9258975	OtherCostOrOtherBasis
Depreciation	6439254	Depreciation
Book Value	2819721	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	12986598	OtherCostOrOtherBasis
Depreciation	11863776	Depreciation
Book Value	1122822	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	9730489	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DUE TO CARPENTERS SOUTHWEST ADMIN CORP.	Description
Amount	$133,693	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	133693	TotalOfAmounts
Total Revenue	17598762	TotalRevenue
Total Expenses	20972269	TotalExpenses
Excess Or Deficit For Year	-3373507	ExcessOrDeficitForYear
Net Unrealized GL On Investments	699197	NetUnrealizedGLOnInvestments
Other	$2,060,000	OtherAmount
Total Adjustments	2759197	TotalAdjustments
Excess Or Deficit Per FS	-614310	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	18297959	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	699197	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	699197	RevenueNotRptdF990
Revenue Subtotal	17598762	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	17598762	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	20972269	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	20972269	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	20972269	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	PART XI, LINE 8 - OTHER ADJUSTMENTS:	Identifier
Explanation	REAL PROPERTY TRANSFER-COLORADO TRAINING CENTER 2,060,000.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ED RIPLEY
165539	0	0	0	0	0	8996	0	7093	0	181628	0	0	0
RONALD SCHOEN
0	213096	0	0	0	8910	0	20833	0	7889	0	250728	0	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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.
FORM 990, PART X, LINE 24E	JOURNEYMEN TRAINING : PROGRAM SERVICE EXPENSES 479,062. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 479,062. INSURANCE - COMPREHENSIVE LIABILITY: PROGRAM SERVICE EXPENSES 328,811. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 328,811. OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 281,926. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281,926. PUBLIC RELATIONS AND TRADE SHOWS: PROGRAM SERVICE EXPENSES 240,624. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,624. INSURANCE - WORKERS COMPENSATION: PROGRAM SERVICE EXPENSES 195,943. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 195,943. ADMINISTRATIVE SERVICES FROM CARPENTERS SOUTHWEST ADMIN. CORP.: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 172,290. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,290. TELEPHONE: PROGRAM SERVICE EXPENSES 171,067. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 171,067. FIDELITY BOND AND FIDUCIARY INSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 98,388. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,388. SMALL TOOLS EXPENSE: PROGRAM SERVICE EXPENSES 90,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,280. AUTOMOBILE EXPENSES: PROGRAM SERVICE EXPENSES 82,388. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,388. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 77,929. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,929. OFFICE SUPPLIES, POSTAGE AND MISCELLANEOUS: PROGRAM SERVICE EXPENSES 67,914. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,914. COMPLETION CEREMONIES: PROGRAM SERVICE EXPENSES 66,495. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,495. TEXTBOOKS EXPENSE(NET OF TEXTBOOKS RECEIPT): PROGRAM SERVICE EXPENSES 55,458. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,458. WELDING EXPENSE: PROGRAM SERVICE EXPENSES 54,959. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,959. SEMINARS AND CONFERENCE EXPENSE: PROGRAM SERVICE EXPENSES 19,637. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,637. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 16,735. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,735. PROPERTY TAX EXPENSE: PROGRAM SERVICE EXPENSES 6,039. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,039. VACATION PAYMENTS ARISING FROM MERGER: PROGRAM SERVICE EXPENSES 55. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55.	ALL OTHER FUNCTIONAL EXPENSES
FORM 990, PART XI, LINE 5:	NET UNREALIZED GAINS ON INVESTMENTS: 699,197. REAL PROPERTY TRANSFER-COLORADO TRAINING CENTER 2,060,000. TOTAL TO FORM 990, PART XI, LINE 5: 2,759,197.	CHANGES IN NET ASSETS OR FUND BALANCES:
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

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg
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

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

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

Address US AddressUS

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 Activity	TO PROVIDE ADMINISTRATIVE SERVICES	PrimaryActivity
Legal Domicile State	CA	LegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Type Of Entity	C	TypeOfEntity

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

Name Of Other Organization NameOfOtherOrganization

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

Field	Value	IRS element (for citing)
Transaction Type	O	TransactionType
Amount Involved	172290	AmountInvolved
Method Of Amt Determination	PERCENTAGE ALLOCATION	MethodOfAmtDetermination