2012-07-11T13:23:58-05:00 2011-12-31 952556670 BERNARD KOTKIN & COMPANY LLP 533 SOUTH FREMONT AVENUE SUITE 802 LOS ANGELES CA 90071 990 2011-01-01 952106266 SOUTHWEST CARPENTERS TRAINING FUND SOUT 2133868590 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 RONALD SCHOEN 2133868590 2012-07-10 VINCENT P ROGERS P01236562 2138929090 2011 2016-02-24 21:20:13Z RONALD SCHOEN 533 SFREMONT AVENUE LOS ANGELES CA 90071 23301908 0 X N/A X 1958 CA TO PROVIDE EDUCATION AND TRAINING 15 15 106 0 0 0 0 0 20129977 16680976 827477 886682 0 31104 20957454 17598762 0 0 0 0 9691112 8219706 0 0 0 14238911 12752563 23930023 20972269 -2972569 -3373507 57034134 56184509 828567 593252 56205567 55591257 TO PROVIDE APPRENTICESHIP TRAINING. 0 0 20450468 TO PROVIDE EDUCATION AND TRAINING TO APPROXIMATELY 6,000MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION. 20450468 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 0 1 17 0 1 106 1 0 0 0 0 0 0 0 0 X 15 15 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 ED RIPLEY 40.00 X 165539 0 16089 RONALD SCHOEN 40.00 X 0 222006 28722 165539 222006 44811 1 0 1 0 DECARLO CONNOR & SHANLEY 533 S FREMONT AVENUE LOS ANGELES CA 90071 LEGAL SERVICES 123437 1 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 16680976 870370 870370 31104 31104 31104 31104 5719458 5703146 16312 16312 16312 17598762 17598762 0 0 X 165539 165539 6078562 6078562 658971 658971 788247 788247 528387 528387 125832 125832 40865 40865 4831817 4831817 6497 6497 1713988 1713988 MEETINGS AND TRAVEL EXP 1167365 1167365 JANITORIAL & MAINTENANC 1054609 1054609 MANIPULATIVE MATERIALS 702636 702636 UTILITIES EXPENSE 602954 602954 2506000 2157393 348607 20972269 20450468 521801 0 1460 1469 21370077 18247434 2564614 2596144 90771 90771 73942 72701 30365738 20635249 8803161 9730489 23999663 25283504 72315 97811 58131 64186 57034134 56184509 457087 459559 371480 133693 828567 593252 X 0 0 0 0 56205567 55591257 56205567 55591257 57034134 56184509 X -3373507 2759197 X X 0 1 1 X 0 513006 513006 7607159 2332219 5274940 9258975 6439254 2819721 12986598 11863776 1122822 9730489 DUE TO CARPENTERS SOUTHWEST ADMIN CORP. 133693 133693 17598762 20972269 -3373507 699197 2060000 2759197 -614310 18297959 699197 699197 17598762 0 17598762 20972269 0 20972269 0 20972269 PART XI, LINE 8 - OTHER ADJUSTMENTS: REAL PROPERTY TRANSFER-COLORADO TRAINING CENTER 2,060,000. X 0 0 0 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 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. 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 1 0 0 0 CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION O 172290 PERCENTAGE ALLOCATION