Form 990 for tax year 2024
Filed by SOUTHWEST CARPENTERS TRAINING FUND.
Totals
- Total revenue
- $68,044,598
- Total expenses
- $62,015,307
- Contributions and grants received
- $516,804
- Grants paid
- $0
- Program service revenue
- $67,149,525
- Investment income
- $293,570
- Other revenue
- $84,699
- Total assets, end of year
- $156,614,767
- Total liabilities, end of year
- $15,308,968
- Net assets or fund balances, end of year
- $141,305,799
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1f · All other contributions, gifts and grants
$516,804
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $58,081,481 · related or exempt $58,081,481
-
2b · Program service revenue: COST AGREEMENT REIMBURSEMENTS
total $8,475,221 · related or exempt $8,475,221
-
2c · Program service revenue: TRAINING CENTER REIMBURSED EXPENS
total $580,113 · related or exempt $580,113
-
2d · Program service revenue: LIQUIDATED DAMAGES
total $42,651 · related or exempt $42,651
-
2e · Program service revenue: TEXTBOOK RECEIPTS (NET OF EXPENSE
total -$29,941 · related or exempt -$29,941
-
3 · Investment income
total $2,356,115 · excluded $2,356,115
-
6a · Gross rents
real property $84,699
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $84,699
-
6d · Net rental income or loss
total $84,699 · excluded $84,699
-
7a · Gross sales of assets other than inventory
securities $96,255,687
-
7b · Less cost or other basis and sales expenses
securities $98,318,232
-
7c · Gain or loss
securities -$2,062,545
-
7d · Net gain or loss
total -$2,062,545 · excluded -$2,062,545
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $338,393
-
7 · Other salaries and wages
total $13,703,068
-
8 · Pension plan contributions
total $2,347,812
-
9 · Other employee benefits
total $1,921,205
-
10 · Payroll taxes
total $1,134,114
-
11a · Fees: management
total $1,756,441
-
11b · Fees: legal
total $721,538
-
11c · Fees: accounting
total $52,273
-
11f · Fees: investment management
total $18,750
-
11g · Fees: other
total $1,014,185
-
12 · Advertising and promotion
total $113,482
-
13 · Office expenses
total $7,542,376
-
14 · Information technology
total $55,892
-
16 · Occupancy
total $8,230,227
-
17 · Travel
total $4,675,467
-
19 · Conferences, conventions and meetings
total $57,425
-
20 · Interest
total $110,072
-
22 · Depreciation, depletion and amortization
total $3,415,129
-
23 · Insurance
total $1,119,699
-
24a · Other expenses: UBC NATIONAL FUNDS
total $11,169,255
-
24b · Other expenses: MANIPULATIVE MATERIALS
total $1,562,018
-
24c · Other expenses: WELDING EXPENSES
total $218,817
-
24d · Other expenses: SMALL TOOLS EXPENSE
total $176,489
-
24e · All other expenses
total $561,180
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,161,587 · end of year $1,422,354
-
4 · Accounts receivable
beginning of year $5,951,620 · end of year $8,639,996
-
8 · Inventories for sale or use
beginning of year $231,328 · end of year $225,025
-
9 · Prepaid expenses and deferred charges
beginning of year $315,092 · end of year $754,442
-
10a · Land, buildings and equipment: cost or other basis
$78,020,618
-
10b · Land, buildings and equipment: accumulated depreciation
$33,451,567
-
10c · Land, buildings and equipment, net
beginning of year $4,279,948 · end of year $44,569,051
-
12 · Investments: other securities
beginning of year $33,755,603 · end of year $91,270,729
-
15 · Other assets
beginning of year $14,278,056 · end of year $9,733,170
-
17 · Accounts payable and accrued expenses
beginning of year $3,506,338 · end of year $4,366,867
-
25 · Other liabilities
beginning of year $14,256,207 · end of year $10,942,101
-
27 · Net assets without donor restrictions
beginning of year $42,210,689 · end of year $141,305,799
Mission and programs · 2024
Mission
TO PROVIDE APPRENTICESHIP TRAINING.
Activities or mission (Part I)
TO PROVIDE EDUCATION AND TRAINING.
-
TO PROVIDE EDUCATION AND TRAINING TO MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION.
As filed on the 2024 return.
Listed in Part VII
-
FRANK HAWK
TRUSTEE
- Total calculated
- $481,889
- From this org
- $0
- From related orgs
- $352,827
- Other
- $129,062
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $352,827 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $111,314 related
- Nontaxable benefits
- $0 + $17,748 related
- Filer's total
- $0 + $481,889 related
-
SEAN HARTRANFT
TRUSTEE
- Total calculated
- $339,302
- From this org
- $0
- From related orgs
- $241,122
- Other
- $98,180
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $241,122 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $80,432 related
- Nontaxable benefits
- $0 + $17,748 related
- Filer's total
- $0 + $339,302 related
-
FRANK ZAMBRANO
TRUSTEE
- Total calculated
- $291,229
- From this org
- $0
- From related orgs
- $202,684
- Other
- $88,545
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $202,684 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $70,797 related
- Nontaxable benefits
- $0 + $17,748 related
- Filer's total
- $0 + $291,229 related
-
OSCAR CORDOVA
TRUSTEE
- Total calculated
- $258,039
- From this org
- $0
- From related orgs
- $176,262
- Other
- $81,777
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $176,262 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $64,029 related
- Nontaxable benefits
- $0 + $17,748 related
- Filer's total
- $0 + $258,039 related
-
JOSH RAPER
TRUSTEE
- Total calculated
- $254,486
- From this org
- $0
- From related orgs
- $173,269
- Other
- $81,217
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $173,269 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $63,469 related
- Nontaxable benefits
- $0 + $17,748 related
- Filer's total
- $0 + $254,486 related
-
JACOB LOPEZ
TRUSTEE
- Total calculated
- $254,486
- From this org
- $0
- From related orgs
- $173,269
- Other
- $81,217
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $173,269 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $63,469 related
- Nontaxable benefits
- $0 + $17,748 related
- Filer's total
- $0 + $254,486 related
-
ALLEN OTHMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CURTIS CONYERS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD HARRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DOUGLAS MCCARRON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CLINT G LARISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETE RODRIGUEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANTHONY ROSETTI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES MUTTILLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GREG WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PAUL MARSHALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBBY CAPPS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LOUIS A ONTIVEROS
TRAINING DIRECTOR
- Total calculated
- $338,393
- From this org
- $282,215
- From related orgs
- $0
- Other
- $56,178
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $282,215
- Bonus
- $0
- Other
- $0
- Deferred
- $38,430
- Nontaxable benefits
- $17,748
- Filer's total
- $338,393
-
DANIEL ESCARENO
INSTRUCTOR
- Total calculated
- $235,070
- From this org
- $184,945
- From related orgs
- $0
- Other
- $50,125
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,945
- Bonus
- $0
- Other
- $0
- Deferred
- $32,377
- Nontaxable benefits
- $17,748
- Filer's total
- $235,070
-
JONATHAN T WALZ
INSTRUCTOR
- Total calculated
- $223,354
- From this org
- $176,918
- From related orgs
- $0
- Other
- $46,436
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,918
- Bonus
- $0
- Other
- $0
- Deferred
- $24,182
- Nontaxable benefits
- $22,254
- Filer's total
- $223,354
-
ARTURO HERNANDEZ JR
INSTRUCTOR
- Total calculated
- $223,207
- From this org
- $176,491
- From related orgs
- $0
- Other
- $46,716
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,491
- Bonus
- $0
- Other
- $0
- Deferred
- $24,183
- Nontaxable benefits
- $22,533
- Filer's total
- $223,207
-
ADAM J KAWAMOTO
INSTRUCTOR
- Total calculated
- $220,348
- From this org
- $173,561
- From related orgs
- $0
- Other
- $46,787
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,561
- Bonus
- $0
- Other
- $0
- Deferred
- $24,276
- Nontaxable benefits
- $22,511
- Filer's total
- $220,348
-
JACOB PADILLA
INSTRUCTOR
- Total calculated
- $216,143
- From this org
- $177,762
- From related orgs
- $0
- Other
- $38,381
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,762
- Bonus
- $0
- Other
- $0
- Deferred
- $20,633
- Nontaxable benefits
- $17,748
- Filer's total
- $216,143
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
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.
-
WESTERN STATES CARPENTERS PENSION TRUST
401 (A) · TO PROVIDE PENSION BENEFITS · CA
-
WESTERN STATES CARPENTERS VACATION TRUST
501(C)(9) · TO PROVIDE VACATION BENEFITS · CA
-
WESTERN STATES CARPENTERS HEALTH AND WELFARE TRUST
501(C)(9) · TO PROVIDE MEDICAL AND DENTAL BENEFITS · CA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CARPENTERS SERVICES ADMINISTRATIVE CORPORATION
C · TO PROVIDE ADMINISTRATIVE SERVICES · CA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543189349316364
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.