Form 990 for tax year 2023
Filed by CARPENTERS-EMPLOYERS APPRENTICESHIP AND TRAINING TRUST FUND OF WASHINGTON-IDAHO.
Totals
- Total revenue
- $17,087,298
- Total expenses
- $11,036,618
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $13,513,788
- Investment income
- $3,220,387
- Other revenue
- $353,123
- Total assets, end of year
- $74,755,628
- Total liabilities, end of year
- $14,487,902
- Net assets or fund balances, end of year
- $60,267,726
- Program services expenses (Part IX)
- $8,604,754
- Management and general expenses
- $2,431,864
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,604,754
Program services were 78.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $11,790,918 · related or exempt $11,790,918
-
2b · Program service revenue: PRE-APPRENTICE REIMBURSEMENTS
total $1,229,498 · related or exempt $1,229,498
-
2c · Program service revenue: FACILITY USE FEE
total $401,541 · related or exempt $401,541
-
2d · Program service revenue: SHARED SERVICE REIMBURSEMENTS
total $78,331 · related or exempt $78,331
-
2e · Program service revenue: REGISTRATIONS
total $13,500 · related or exempt $13,500
-
3 · Investment income
total $1,010,038 · excluded $1,010,038
-
6a · Gross rents
real property $245,841
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $245,841
-
6d · Net rental income or loss
total $245,841 · excluded $245,841
-
7a · Gross sales of assets other than inventory
securities $47,821,531
-
7b · Less cost or other basis and sales expenses
securities $45,611,182
-
7c · Gain or loss
securities $2,210,349
-
7d · Net gain or loss
total $2,210,349 · excluded $2,210,349
-
10a · Gross sales of inventory
$34,477
-
10b · Cost of goods sold
$51,251
-
10c · Net income from sales of inventory
total -$16,774 · related or exempt -$16,774
-
11a · Other revenue: OTHER INCOME
total $124,056 · excluded $124,056
-
11e · Other revenue, total
$124,056
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $481,400 · management and general $481,400
-
7 · Other salaries and wages
total $3,767,929 · program services $3,205,459 · management and general $562,470
-
8 · Pension plan contributions
total $709,504 · program services $510,475 · management and general $199,029
-
9 · Other employee benefits
total $625,684 · program services $449,989 · management and general $175,695
-
10 · Payroll taxes
total $435,213 · program services $113,197 · management and general $322,016
-
11a · Fees: management
total $32,501 · program services $901 · management and general $31,600
-
11b · Fees: legal
total $55,934 · management and general $55,934
-
11c · Fees: accounting
total $22,500 · management and general $22,500
-
11f · Fees: investment management
total $92,449 · management and general $92,449
-
11g · Fees: other
total $81,959 · program services $11,593 · management and general $70,366
-
12 · Advertising and promotion
total $18,178 · program services $18,178
-
13 · Office expenses
total $104,760 · program services $71,012 · management and general $33,748
-
14 · Information technology
total $9,295 · program services $6,301 · management and general $2,994
-
16 · Occupancy
total $432,384 · program services $293,092 · management and general $139,292
-
17 · Travel
total $44,436 · program services $44,436
-
19 · Conferences, conventions and meetings
total $13,882 · program services $13,882
-
20 · Interest
total $449,849 · program services $449,849
-
22 · Depreciation, depletion and amortization
total $1,432,810 · program services $1,275,423 · management and general $157,387
-
23 · Insurance
total $220,403 · program services $135,419 · management and general $84,984
-
24a · Other expenses: APPRENTICESHIP TRAINING
total $802,822 · program services $802,822
-
24b · Other expenses: BUILDING SUPPLIES AND M
total $632,364 · program services $632,364
-
24c · Other expenses: ROOM AND BOARD
total $570,362 · program services $570,362
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,567,986 · end of year $726,484
-
2 · Savings and temporary cash investments
beginning of year $150,973 · end of year $1,392,872
-
4 · Accounts receivable
beginning of year $1,641,961 · end of year $1,026,673
-
8 · Inventories for sale or use
beginning of year $82,095 · end of year $82,095
-
9 · Prepaid expenses and deferred charges
beginning of year $284,169 · end of year $345,271
-
10a · Land, buildings and equipment: cost or other basis
$45,732,891
-
10b · Land, buildings and equipment: accumulated depreciation
$12,323,898
-
10c · Land, buildings and equipment, net
beginning of year $33,476,249 · end of year $33,408,993
-
11 · Investments: publicly traded securities
beginning of year $30,044,354 · end of year $37,773,240
-
17 · Accounts payable and accrued expenses
beginning of year $864,163 · end of year $554,354
-
23 · Secured mortgages and notes payable
beginning of year $15,040,595 · end of year $13,933,548
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $52,343,029 · end of year $60,267,726
Mission and programs · 2023
Mission
TO PROVIDE TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS.
Activities or mission (Part I)
TO PROVIDE CARPENTER TRAINING AND RETRAINING FOR ELIGIBLE PARTICIPANTS.
-
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.
Expenses $8,604,754 · Revenue $13,497,014
As filed on the 2023 return.
Listed in Part VII
-
James GleasonJAMES GLEASON
CO-CHAIRMAN (RESIGNED OCT 2023)
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrew LedbetterANDREW LEDBETTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jesse Scott-KandollJESSE SCOTT-KANDOLL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Eric TaylorERIC TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Anthony PenaANTHONY PENA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
James T WelshJAMES T WELSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Paula ResaPAULA RESA
EXECUTIVE DIRECTOR
- Total calculated
- $275,524
- From this org
- $234,654
- From related orgs
- $0
- Other
- $40,870
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $234,654
- Bonus
- $0
- Other
- $0
- Deferred
- $21,788
- Nontaxable benefits
- $19,082
- Filer's total
- $275,524
-
Jack HutchinsonJACK HUTCHINSON
CFO
- Total calculated
- $205,876
- From this org
- $165,006
- From related orgs
- $0
- Other
- $40,870
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,006
- Bonus
- $0
- Other
- $0
- Deferred
- $21,788
- Nontaxable benefits
- $19,082
- Filer's total
- $205,876
-
Joseph CrumpJOSEPH CRUMP
INSTRUCTOR
- Total calculated
- $195,120
- From this org
- $152,199
- From related orgs
- $0
- Other
- $42,921
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,199
- Bonus
- $0
- Other
- $0
- Deferred
- $21,788
- Nontaxable benefits
- $21,133
- Filer's total
- $195,120
-
Dustin GregoryDUSTIN GREGORY
INSTRUCTOR
- Total calculated
- $186,400
- From this org
- $145,848
- From related orgs
- $0
- Other
- $40,552
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,848
- Bonus
- $0
- Other
- $0
- Deferred
- $21,620
- Nontaxable benefits
- $18,932
- Filer's total
- $186,400
-
Marianna HykeMARIANNA HYKE
INSTRUCTOR
- Total calculated
- $187,210
- From this org
- $146,424
- From related orgs
- $0
- Other
- $40,786
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,424
- Bonus
- $0
- Other
- $0
- Deferred
- $21,704
- Nontaxable benefits
- $19,082
- Filer's total
- $187,210
-
Cynthia GaudioCYNTHIA GAUDIO
INSTRUCTOR
- Total calculated
- $187,870
- From this org
- $147,000
- From related orgs
- $0
- Other
- $40,870
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,000
- Bonus
- $0
- Other
- $0
- Deferred
- $21,788
- Nontaxable benefits
- $19,082
- Filer's total
- $187,870
-
Stephen AndersonSTEPHEN ANDERSON
INSTRUCTOR
- Total calculated
- $187,870
- From this org
- $147,000
- From related orgs
- $0
- Other
- $40,870
- Hours/week
- 0.5
Schedule J breakdown matched by us
- Base
- $147,000
- Bonus
- $0
- Other
- $0
- Deferred
- $21,788
- Nontaxable benefits
- $19,082
- Filer's total
- $187,870
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CARPENTERS OF WESTERN WASHINGTON INDIVIDUAL ACCOUNT PENSION PN
1.401-1(B)(3) · PROVIDE RETIREMENT BENEFITS TO ORGANIZATION BENEFITS · WA
-
CARPENTERS H AND S PLAN OF WESTERN WASHINGTON
501(C)(9) · PROVIDE HEALTH CARE BENEFITS TO ORGANIZATION MEMBERS · WA
-
CARPENTERS RETIREMENT PLAN OF WESTERN WASHINGTON
1.401-1(B)(3) · PROVIDE RETIREMENT BENEFITS TO ORGANIZATION MEMBERS · WA
-
CARPENTERS-EMPLOYERS VACATION TR OF WW
501(C)(9) · PROVIDE VACATION BENEFITS TO ORGANIZATION MEMBERS · WA
-
CARPENTERS TRUST OF WESTERN WASHINGTON
1.401-1(B)(3) · ENTITY USED FOR PROCESSING OF CARPENTERS TRUSTS PAYROLL · WA
-
PACIFIC NORTHWEST REGIONAL COUNCIL OF CARPENTERS
501(C)(5) · LABOR ORGANIZATION · WA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402959349300415
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