2025-07-07T17:06:09-05:00 2024-08-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-01-01 237163057 CARPENTERS-EMPLOYERS APPRENTICESHIP AND TRAINING TRUST FUND OF WASHINGTON-IDAHO CARP 2534375235 20424 72ND AVE SOUTH KENT WA 98032 PAULA RESA EXECUTIVE DIRECTOR 2534375235 2025-06-12 1 1 ALLEN GILBERT CPA P01380103 4252506100 2024 2025-03-06 01:10:19Z X NORTHWEST CARPENTER'S INSTITUTE OF WASHINGTON JIM GLEASON 20424 72ND AVE SOUTH KENT WA 98032 4692362 0 X N/A X 1972 WA TO PROVIDE CARPENTER TRAINING AND RETRAINING FOR ELIGIBLE PARTICIPANTS. X 7 7 36 7 0 0 0 0 13513788 3633923 3220387 880384 353123 165689 17087298 4679996 0 0 0 0 6019730 3048991 0 0 0 5016888 3039882 11036618 6088873 6050680 -1408877 74755628 0 14487902 0 60267726 0 TO PROVIDE TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS. 0 0 3284181 0 3360710 TO PROVIDE CARPENTERS TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS.DURING THE 2023 YEAR, THE TRAINING TRUST HELD 1,424 CLASSES WITH 1,750 STUDENTS FOR OVER 56,960 STUDENT PARTICIPANT HOURS. THE CLASSES SERVE APPRENTICES STRIVING TO BECOME JOURNEY-PEOPLE AS WELL AS SERVING THE ESTABLISHED JOURNEY-PEOPLE IN OBTAINING NEW OR MAINTAINING SKILLS THROUGH CONTINUING EDUCATION. 3284181 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 14 0 1 36 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 X PAULA RESA 2534375235 20424 72ND AVE SOUTH KENT WA 98032 ANTHONY ALCOSTA TRUSTEE (THRU 1/22/24) 0.50 X 0 0 0 ANDREW LEDBETTER TRUSTEE 0.50 X 0 0 0 JESSE SCOTT-KANDOLL TRUSTEE 0.50 X 0 0 0 ERIC TAYLOR TRUSTEE 0.50 X 0 0 0 ANTHONY PENA TRUSTEE 0.50 X 0 0 0 JAMES T WELSH TRUSTEE 0.50 X 0 0 0 GERI URBAS TRUSTEE (THRU 1/22/24) 0.50 X 0 0 0 PAULA RESA EXECUTIVE DIRECTOR 40.00 X 171242 0 25252 JACK HUTCHINSON CFO 40.00 X 0 0 0 171242 0 25252 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 3029854 3029854 PRE-APPRENTICE REIMBURSEMENTS 525100 388171 388171 FACILITY USE FEE 525100 158434 158434 SHARED SERVICE REIMBURSEMENTS 525100 57464 57464 3633923 877160 877160 131427 0 131427 131427 131427 3224 0 3224 3224 3224 9153 12366 -3213 -3213 OTHER INCOME 525100 37475 37475 37475 4679996 3630710 0 1049286 196494 196494 1980069 1131468 848601 380641 207131 173510 246664 99200 147464 245123 139087 106036 21036 21036 19619 19619 42090 42090 40204 40204 50962 18739 32223 3819 3819 71404 18971 52433 4706 3820 886 329727 329727 24343 24343 14438 14438 282653 282653 971869 410967 560902 163309 15443 147866 BUILDING SUPPLIES AND M 509121 93793 415328 APPRENTICESHIP TRAINING 269106 269106 APPRENTICE ROOM AND BOA 221476 221476 6088873 3284181 2804692 0 726484 0 1392872 0 0 1026673 0 0 0 0 82095 0 345271 0 0 0 33408993 0 37773240 0 0 0 0 0 74755628 0 554354 0 13933548 0 14487902 0 X 0 0 0 0 60267726 0 60267726 0 74755628 0 X -1408877 2221598 -61080447 X X 0 1 X 1 0 X 12754312 14202913 14531148 13548265 4528962 59565600 12754312 14202913 14531148 13548265 4528962 59565600 0 0 0 59565600 957650 1072042 953237 1255879 1008587 5247395 957650 1072042 953237 1255879 1008587 5247395 192351 144119 98946 124056 37475 596947 13904313 15419074 15583331 14928200 5575024 65409942 0.91070 0.91460 0.08020 0.07340 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 192,351. 2021 AMOUNT: $ 144,119. 2022 AMOUNT: $ 98,946. 2023 AMOUNT: $ 124,056. 2024 AMOUNT: $ 37,475. PART III, SHORT YEAR EXPLANATION: THE 2024 AMOUNTS IN SCHEDULE A ARE FOR 8 MONTHS DUE TO THE MERGER WITH SOUTHWEST CARPENTERS TRUST FUND. 0 X 6913960 2221598 2221598 4692362 -12366 -12366 4679996 6101239 12366 12366 6088873 0 6088873 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE UNCERTAIN POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2024, 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF TEXTBOOKS AND SUPPLIES -12,366. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF TEXTBOOKS AND SUPPLIES 12,366. 0 0 0 0 0 0 0 0 0 PAULA RESA EXECUTIVE DIRECTOR 130820 0 40422 0 0 0 12550 0 12702 0 196494 0 0 0 CASH, RECEIVABLES, INVENTORY, PREPAID EXPENSES, AND FIXED ASSETS 2024-08-31 37572225 COST BASIS 952106266 SOUTHWEST CARPENTERS TRAINING FUND 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 501(C)(5) INVESTMENTS 2024-08-28 37873843 FAIR VALUE 952106266 SOUTHWEST CARPENTERS TRAINING FUND 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 501(C)(5) 0 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: PAULA RESA PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: PAULA IS THE ASSISTANT DIRECTOR OF THE SOUTHWEST CARPENTERS TRAINING FUND. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES IS PROVIDED A COPY OF THE COMPLETED FORM 990 AS DELIVERED BY THE TRUST'S CPA. THE TRUSTEES REVIEW AND SIGN THE REQUIRED PAGES AND REMIT THESE TO TRUST MANAGEMENT FOR ELECTRONIC FILING 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 9: TRANSFER OF NET ASSETS TO SOUTHWEST CARPENTERS TRAINING FUND -61,080,447. FORM 990, PART XII, LINE 2C: SELECTION OF THE INDEPENDENT AUDITOR THE BOARD OF TRUSTEES OVERSEES THE PROCESS FOR SELECTING THE INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. CARPENTERS OF WESTERN WASHINGTON INDIVIDUAL ACCOUNT PENSION PN 2200 SIXTH AVE SEATTLE WA 98121 911160641 PROVIDE RETIREMENT BENEFITS TO ORGANIZATION BENEFITS 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0