Form 990 for tax year 2022
Filed by SOUTHWEST CARPENTERS TRAINING FUND.
Totals
- Total revenue
- $39,183,245
- Total expenses
- $39,721,667
- Contributions and grants received
- $970,154
- Grants paid
- $0
- Program service revenue
- $37,757,767
- Investment income
- $368,229
- Other revenue
- $87,095
- Total assets, end of year
- $42,866,765
- Total liabilities, end of year
- $5,346,806
- Net assets or fund balances, end of year
- $37,519,959
- 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.
-
1e · Government grants (contributions)
$567,522
-
1f · All other contributions, gifts and grants
$402,632
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $32,849,395 · related or exempt $32,849,395
-
2b · Program service revenue: COST AGREEMENT REIMBURSEMENTS
total $4,422,315 · related or exempt $4,422,315
-
2c · Program service revenue: TRAINING CENTER REIMBURSED EXPENS
total $461,545 · related or exempt $461,545
-
2d · Program service revenue: LIQUIDATED DAMAGES
total $22,951 · related or exempt $22,951
-
2e · Program service revenue: TEXTBOOK RECEIPTS
total $1,561 · related or exempt $1,561
-
3 · Investment income
total $724,636 · excluded $724,636
-
6a · Gross rents
real property $87,095
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $87,095
-
6d · Net rental income or loss
total $87,095 · excluded $87,095
-
7a · Gross sales of assets other than inventory
securities $5,139,207
-
7b · Less cost or other basis and sales expenses
securities $5,495,614
-
7c · Gain or loss
securities -$356,407
-
7d · Net gain or loss
total -$356,407 · excluded -$356,407
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $297,382
-
7 · Other salaries and wages
total $9,945,369
-
8 · Pension plan contributions
total $1,500,628
-
9 · Other employee benefits
total $1,463,361
-
10 · Payroll taxes
total $831,940
-
11a · Fees: management
total $625,493
-
11b · Fees: legal
total $192,488
-
11c · Fees: accounting
total $48,700
-
11f · Fees: investment management
total $39,433
-
11g · Fees: other
total $897,576
-
12 · Advertising and promotion
total $19,689
-
13 · Office expenses
total $1,432,672
-
14 · Information technology
total $6,835
-
16 · Occupancy
total $10,536,112
-
17 · Travel
total $1,657,319
-
19 · Conferences, conventions and meetings
total $79,386
-
20 · Interest
total $10,444
-
22 · Depreciation, depletion and amortization
total $687,845
-
23 · Insurance
total $781,517
-
24a · Other expenses: UBC NATIONAL FUNDS
total $6,772,806
-
24b · Other expenses: MANIPULATIVE MATERIALS
total $1,444,768
-
24c · Other expenses: WELDING EXPENSES
total $205,047
-
24d · Other expenses: SMALL TOOLS EXPENSE
total $162,797
-
24e · All other expenses
total $82,060
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,679,924 · end of year $4,242,694
-
4 · Accounts receivable
beginning of year $5,248,515 · end of year $6,086,864
-
8 · Inventories for sale or use
beginning of year $505,489 · end of year $368,410
-
9 · Prepaid expenses and deferred charges
beginning of year $292,670 · end of year $227,503
-
10a · Land, buildings and equipment: cost or other basis
$15,189,788
-
10b · Land, buildings and equipment: accumulated depreciation
$11,193,790
-
10c · Land, buildings and equipment, net
beginning of year $3,517,979 · end of year $3,995,998
-
12 · Investments: other securities
beginning of year $27,363,293 · end of year $26,587,646
-
15 · Other assets
beginning of year $258,567 · end of year $1,357,650
-
17 · Accounts payable and accrued expenses
beginning of year $3,585,350 · end of year $4,232,930
-
25 · Other liabilities
beginning of year $47,347 · end of year $1,113,876
-
27 · Net assets without donor restrictions
beginning of year $42,233,740 · end of year $37,519,959
Mission and programs · 2022
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 2022 return.
Listed in Part VII
-
Allen OthmanALLEN OTHMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Curtis Conyers JrCURTIS CONYERS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Richard HarrisRICHARD HARRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Douglas McCarronDOUGLAS MCCARRON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Clint G LarisonCLINT G LARISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frank HawkFRANK HAWK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Pete RodriguezPETE RODRIGUEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Josh RaperJOSH RAPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sean HartranftSEAN HARTRANFT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Anthony RosettiANTHONY ROSETTI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Charles MuttilloCHARLES MUTTILLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jacob LopezJACOB LOPEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg WilsonGREG WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul MarshallPAUL MARSHALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frank ZambranoFRANK ZAMBRANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Oscar CordovaOSCAR CORDOVA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Daniel LangfordDANIEL LANGFORD
TRUSTEE (RESIGNED)
- Total calculated
- $0
- Hours/week
- 1
-
Calvin YoshidaCALVIN YOSHIDA
TRUSTEE (RESIGNED)
- Total calculated
- $0
- Hours/week
- 1
-
Barry JenkinsBARRY JENKINS
TRUSTEE (RESIGNED)
- Total calculated
- $0
- Hours/week
- 1
-
Louis OntiverosLOUIS ONTIVEROS
TRAINING DIRECTOR
- Total calculated
- $297,379
- From this org
- $247,347
- From related orgs
- $0
- Other
- $50,032
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $247,347
- Bonus
- $0
- Other
- $0
- Deferred
- $33,328
- Nontaxable benefits
- $16,704
- Filer's total
- $297,379
-
Galo R ToapantaGALO R TOAPANTA
INSTRUCTOR
- Total calculated
- $211,977
- From this org
- $170,345
- From related orgs
- $0
- Other
- $41,632
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,345
- Bonus
- $0
- Other
- $0
- Deferred
- $20,364
- Nontaxable benefits
- $21,268
- Filer's total
- $211,977
-
Arturo Hernandez JrARTURO HERNANDEZ JR
INSTRUCTOR
- Total calculated
- $205,927
- From this org
- $163,030
- From related orgs
- $0
- Other
- $42,897
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,030
- Bonus
- $0
- Other
- $0
- Deferred
- $20,983
- Nontaxable benefits
- $21,914
- Filer's total
- $205,927
-
Daniel EscarenoDANIEL ESCARENO
INSTRUCTOR
- Total calculated
- $206,879
- From this org
- $162,474
- From related orgs
- $0
- Other
- $44,405
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,474
- Bonus
- $0
- Other
- $0
- Deferred
- $27,701
- Nontaxable benefits
- $16,704
- Filer's total
- $206,879
-
Adam J KawamotoADAM J KAWAMOTO
INSTRUCTOR
- Total calculated
- $205,508
- From this org
- $163,347
- From related orgs
- $0
- Other
- $42,161
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,347
- Bonus
- $0
- Other
- $0
- Deferred
- $20,623
- Nontaxable benefits
- $21,538
- Filer's total
- $205,508
-
Alfredo BonillaALFREDO BONILLA
INSTRUCTOR
- Total calculated
- $196,802
- From this org
- $156,521
- From related orgs
- $0
- Other
- $40,281
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,521
- Bonus
- $0
- Other
- $0
- Deferred
- $19,703
- Nontaxable benefits
- $20,578
- Filer's total
- $196,802
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.
-
SOUTHWEST CARPENTERS PENSION TRUST
401 (A) · TO PROVIDE PENSION BENEFITS · CA
-
SOUTHWEST CARPENTERS VACATION TRUST
501(C)(9) · TO PROVIDE VACATION BENEFITS · CA
-
SOUTHWEST 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 SOUTHWEST ADMINISTRATIVE CORPORATION
C · TO PROVIDE ADMINISTRATIVE SERVICES · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303129349302935
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