CARPENTERS-EMPLOYERS APPRENTICESHIP AND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTERS-EMPLOYERS APPRENTICESHIP AND (EIN 23-7163057)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201123189349305297
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T15:26:41-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN 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 | 980041446 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 2011-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH L CLENIN CPA | Name |
| Phone | 4252506100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| 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 | 7035329 | 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 | 78 | 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 | 8793285 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6896931 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 37533 | InvestmentIncomePriorYear |
| Investment Income Current Year | 92348 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 46650 | OtherRevenuePriorYear |
| Other Revenue Current Year | 46050 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8877468 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7035329 | 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 | 5962434 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5298720 | 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 | 3358139 | OtherExpensePriorYear |
| Other Expenses Current Year | 2763357 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9320573 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8062077 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -443105 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1026748 | RevenuesLessExpensesCY |
| Total Assets BOY | 21033701 | TotalAssetsBOY |
| Total Assets EOY | 19885904 | TotalAssetsEOY |
| Total Liabilities BOY | 776763 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 855455 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20256938 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19030449 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8003295 | Expense |
| Revenue | 6989279 | Revenue |
| Description | TO PROVIDE CARPENTERS TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS | Description |
| Total Program Service Expense | 8003295 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 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 |
| 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 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 78 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| 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 (15 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BOB SUSEE | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DOUG PETERSON | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| ERIC FRANKLIN | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DOUG PALACHUK | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DOUG ORTH | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| DOUG TWEEDY | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| PETER GIER | |||||||
| FORMER TRUSTEE | X | 0 | 0 | 0 | |||
| JOHN LITTEL | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| JIM BRADFORD | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| JAMIE WELSH | |||||||
| TRUSTEE | X | 0 | 0 | 0 | |||
| LAURENCE MCNUTT | |||||||
| ADMINISTRATOR | 0 | 210094 | 45838 | 40.00 | X | ||
| RANDY PARKER | |||||||
| ADMINISTRATOR | 0 | 113286 | 31184 | 40.00 | X | ||
| EMMANUEL CULALA | |||||||
| IT MANAGER | 0 | 118360 | 31986 | 40.00 | X | ||
| DONNA CLARK | |||||||
| ELIGIBILITY LEAD | 0 | 105259 | 27593 | 40.00 | X | ||
| BONNIE BURRILL | |||||||
| CONTROLLER | 0 | 104300 | 29782 | 40.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 651299 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 166383 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | 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 | 6477786 | 6477786 |
| SCHOOL REIMBURSEMENTS | 525100 | 413390 | 413390 |
| OTHER REIMBURSEMENTS | 525100 | 5755 | 5755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6896931 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 92348 | TotalRevenueColumn |
| Exclusion | $92,348 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 46050 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 46050 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46050 | TotalRevenueColumn |
| Exclusion | $46,050 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7035329 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6896931 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $138,398 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3664428 | Total |
| Program Services | 3664428 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 457500 | Total |
| Program Services | 457500 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 797899 | Total |
| Program Services | 797899 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378893 | Total |
| Program Services | 378893 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31200 | Total |
| Management And General | 31200 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12291 | Total |
| Management And General | 12291 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21000 | Total |
| Program Services | 21000 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10799 | Total |
| Program Services | 10799 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206384 | Total |
| Program Services | 206384 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74208 | Total |
| Program Services | 74208 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31207 | Total |
| Program Services | 31207 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98454 | Total |
| Program Services | 83163 | ProgramServices |
| Management And General | 15291 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 567836 | Total |
| Program Services | 567836 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128809 | Total |
| Program Services | 128809 | ProgramServices |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PETS PROGRAM | 1557634 | 1557634 |
| PROPERTY AND REAL ESTAT | 23535 | 23535 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8062077 | Total |
| Program Services | 8003295 | ProgramServices |
| Management And General | 58782 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1066997 | BOY |
| EOY | 1417056 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 809998 | BOY |
| EOY | 702310 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62058 | BOY |
| EOY | 106484 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12966651 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4397744 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9247314 | BOY |
| EOY | 8568907 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9837930 | BOY |
| EOY | 9081743 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9404 | BOY |
| EOY | 9404 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21033701 | BOY |
| EOY | 19885904 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776763 | BOY |
| EOY | 855455 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776763 | BOY |
| EOY | 855455 | 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 | 20256938 | BOY |
| EOY | 19030449 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20256938 | BOY |
| EOY | 19030449 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21033701 | BOY |
| EOY | 19885904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1026748 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -199741 | 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 | 7246926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9402377 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10689895 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7928160 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6477786 | CurrentTaxYear |
| Total | 41745144 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7246926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9402377 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10689895 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7928160 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6477786 | CurrentTaxYear |
| Total | 41745144 | 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 | 41745144 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 220982 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 377456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 329175 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138398 | CurrentTaxYear |
| Total | 1167572 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 220982 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 377456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 329175 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138398 | CurrentTaxYear |
| Total | 1167572 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 789249 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 517336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1066017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 865125 | CurrentTaxYearMinus1Year |
| Current Tax Year | 419145 | CurrentTaxYear |
| Total | 3656872 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8257157 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10297169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12085087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8894846 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7035329 | CurrentTaxYear |
| Total | 46569588 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89640 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.89550 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02510 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02430 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 479124 | OtherCostOrOtherBasis |
| Book Value | 479124 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9446341 | OtherCostOrOtherBasis |
| Depreciation | 1999482 | Depreciation |
| Book Value | 7446859 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 359905 | OtherCostOrOtherBasis |
| Depreciation | 171401 | Depreciation |
| Book Value | 188504 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2681281 | OtherCostOrOtherBasis |
| Depreciation | 2226861 | Depreciation |
| Book Value | 454420 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8568907 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMERCIAL PAPER | 3034249 | F |
| PIMCO ST INVESTMENT FND | 6047494 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9081743 | TotalOfBookValueSecurities |
| Total Revenue | 7035329 | TotalRevenue |
| Total Expenses | 8062077 | TotalExpenses |
| Excess Or Deficit For Year | -1026748 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -199741 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -199741 | TotalAdjustments |
| Excess Or Deficit Per FS | -1226489 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6835588 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -199741 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -199741 | RevenueNotRptdF990 |
| Revenue Subtotal | 7035329 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7035329 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8062077 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8062077 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8062077 | TotalExpensesPerForm990 |
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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURENCE MCNUTT | |||||||||||||
| 0 | 210094 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 45838 | 0 | 255932 | 0 | 244792 |
| EMMANUEL CULALA | |||||||||||||
| 0 | 118360 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 31986 | 0 | 150346 | 0 | 145396 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA WRITTEN REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | BOB SUSEE - 7105 28TH STREET EAST, TACOMA, WA 98424. DOUG PETERSON - 1200 WESTLAKE AVENUE NORTH, SUITE 301, SEATTLE, WA 98109. ERIC FRANKLIN - 25120 PACIFIC HIGHWAY S., STE. 200, KENT, WA 98032. DOUG PALACHUK - 507 SOUTH 3RD STREET, YAKIMA, WA 98901. DOUG ORTH - 1001 SHAW ROAD, PUYALLUP, WA 98372. DOUG TWEEDY - 25120 PACIFIC HIGHWAY S., STE. 200, KENT, WA 98032. PETER GIER - 2819 WEST SYLVESTER ST, PASCO, WA 99301. JOHN LITTEL - 9833 45TH SW, SEATTLE, WA 98136. JIM BRADFORD - 221 YALE AVE NORTH, STE 400, SEATTLE, WA 98109. JAMIE WELSH - PO BOX 2946, SPOKANE, WA 99220. | FORM 990, PART VII |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -199,741. | FORM 990, PART XI, LINE 5: |
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 | 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 | ||||
| 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 |
|---|---|
| CARPENTERS H & S PLAN OF WESTERN WASHINGTON | |
| O | 20280 |
| CARPENTERS RETIREMENT PLAN OF WESTERN WASHINGTON | |
| O | 10920 |
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