Form 990 for tax year 2023
Filed by SOUTHWEST CARPENTERS TRAINING FUND.
Totals
- Total revenue
- $47,989,268
- Total expenses
- $45,839,510
- Contributions and grants received
- $602,176
- Grants paid
- $0
- Program service revenue
- $46,400,464
- Investment income
- $896,920
- Other revenue
- $89,708
- Total assets, end of year
- $59,973,234
- Total liabilities, end of year
- $17,762,545
- Net assets or fund balances, end of year
- $42,210,689
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Listed in Part VII
-
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
-
FRANK HAWK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETE RODRIGUEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOSH RAPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SEAN HARTRANFT
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
-
JACOB LOPEZ
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
-
FRANK ZAMBRANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
OSCAR CORDOVA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LOUIS A ONTIVEROS
TRAINING DIRECTOR
- Total calculated
- $315,944
- From this org
- $263,189
- From related orgs
- $0
- Other
- $52,755
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,189
- Bonus
- $0
- Other
- $0
- Deferred
- $35,790
- Nontaxable benefits
- $16,965
- Filer's total
- $315,944
-
ARTURO HERNANDEZ JR
INSTRUCTOR
- Total calculated
- $221,991
- From this org
- $177,344
- From related orgs
- $0
- Other
- $44,647
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,344
- Bonus
- $0
- Other
- $0
- Deferred
- $22,507
- Nontaxable benefits
- $22,140
- Filer's total
- $221,991
-
DANIEL ESCARENO
INSTRUCTOR
- Total calculated
- $207,187
- From this org
- $172,229
- From related orgs
- $0
- Other
- $34,958
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,229
- Bonus
- $0
- Other
- $0
- Deferred
- $17,993
- Nontaxable benefits
- $16,965
- Filer's total
- $207,187
-
JONATHAN T WALZ
INSTRUCTOR
- Total calculated
- $225,995
- From this org
- $171,081
- From related orgs
- $0
- Other
- $54,914
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,081
- Bonus
- $0
- Other
- $0
- Deferred
- $33,156
- Nontaxable benefits
- $21,758
- Filer's total
- $225,995
-
ADAM J KAWAMOTO
INSTRUCTOR
- Total calculated
- $208,307
- From this org
- $165,188
- From related orgs
- $0
- Other
- $43,119
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,188
- Bonus
- $0
- Other
- $0
- Deferred
- $21,749
- Nontaxable benefits
- $21,370
- Filer's total
- $208,307
-
RAUL G VASQUEZ
INSTRUCTOR
- Total calculated
- $204,902
- From this org
- $163,223
- From related orgs
- $0
- Other
- $41,679
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,223
- Bonus
- $0
- Other
- $0
- Deferred
- $21,003
- Nontaxable benefits
- $20,676
- Filer's total
- $204,902
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
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433119349303603
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