CARPENTERS INTERNATIONAL TRAINING FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: CARPENTERS INTERNATIONAL TRAINING FUND (EIN 52-6447063)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202243189349306949
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T11:42:53-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	470900880	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CALIBRE CPA GROUP PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7501 WISCONSIN AVENUE SUITE 1200	AddressLine1Txt
Address Line2	WEST	AddressLine2Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20814	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	526447063	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CARPENTERS INTERNATIONAL TRAINING FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CARP	BusinessNameControlTxt
Phone	7029381111	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 CARPENTERS UNION WAY	AddressLine1Txt
City	LAS VEGAS	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89119	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DOUGLAS J MCCARRON	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	7029381111	PhoneNum
Signature	2022-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DOUGLAS	PersonFirstNm
Person Last	MCCARRON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SCOTT E HALLBERG CPA	PreparerPersonNm
PTIN	P01081188	PTIN
Phone	2023319880	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DOUGLAS J MCCARRON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 CARPENTERS UNION WAY	AddressLine1Txt
City	LAS VEGAS	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89119	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$150,505,951	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1990	FormationYr
Legal Domicile State	NV	LegalDomicileStateCd
Activity Or Mission	PROVIDE A CENTRAL SUPPORT STRUCTURE FOR AFFILIATED JOINT APPRENTICESHIP AND TRAINING AND HEALTH AND SAFETY EDUCATION COMMITTEES	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	27	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$1,000	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$46,470,902	PYProgramServiceRevenueAmt
CY Program Service Revenue	$41,144,343	CYProgramServiceRevenueAmt
PY Investment Income	$1,702,229	PYInvestmentIncomeAmt
CY Investment Income	$24,232,158	CYInvestmentIncomeAmt
PY Other Revenue	-$193,966	PYOtherRevenueAmt
CY Other Revenue	-$390,948	CYOtherRevenueAmt
PY Total Revenue	$47,979,165	PYTotalRevenueAmt
CY Total Revenue	$64,985,553	CYTotalRevenueAmt
PY Grants And Similar Paid	$701,302	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$351,200	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,062,417	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,030,054	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$22,627,351	PYOtherExpensesAmt
CY Other Expenses	$20,896,943	CYOtherExpensesAmt
PY Total Expenses	$27,391,070	PYTotalExpensesAmt
CY Total Expenses	$25,278,197	CYTotalExpensesAmt
PY Revenues Less Expenses	$20,588,095	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$39,707,356	CYRevenuesLessExpensesAmt
Total Assets BOY	$98,683,848	TotalAssetsBOYAmt
Total Assets EOY	$129,909,108	TotalAssetsEOYAmt
Total Liabilities BOY	$2,578,699	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$6,077,549	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$96,105,149	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$123,831,559	NetAssetsOrFundBalancesEOYAmt
Mission	PROVIDE A CENTRAL SUPPORT STRUCTURE FOR AFFILIATED JOINT APPRENTICESHIP AND TRAINING AND HEALTH AND SAFETY EDUCATION COMMITTEES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	PROVIDED A CENTRAL SUPPORT STRUCTURE FOR AFFILIATED JOINT APPRENTICESHIP & TRAINING AND HEALTH & SAFETY EDUCATION COMMITTEES	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (1)	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	61	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	27	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	CA	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TRON HART	PersonNm
Phone	2025466206	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 CARPENTERS UNION WAY	AddressLine1Txt
City	LAS VEGAS	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89119	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DOUGLAS J MCCARRON
CHAIRMAN	1.00	Yes (X)	Yes (X)	$0	$0	$0
DENNIS DONAHOU
TRUSTEE	1.00	Yes (X)	Yes (X)	$0	$0	$0
THOMAS J FLYNN
TRUSTEE	1.00	Yes (X)	Yes (X)	$0	$0	$0
JASON ROWE
TRUSTEE	1.00	Yes (X)	Yes (X)	$0	$0	$0
FRANK SPENCER
TRUSTEE	1.00	Yes (X)	Yes (X)	$0	$0	$0
DAVID THARP
TRUSTEE	1.00	Yes (X)	Yes (X)	$0	$0	$0
NOEL BORCK
SECRETARY	1.00	Yes (X)		$0	$0	$0
JOSEPH COAR
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KEN HEDMAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
RICHARD G HARRIS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CHRISTOPHER ROBINSON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JIM CLEMENS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ROYCE PETERS
EXECUTIVE DIRECTOR	40.00		Yes (X)	$242,536	$0	$78,979
LYLE HAMM
TECHNICAL COORDINATOR	40.00			$175,734	$0	$76,793	Yes (X)
DOUGLAS FAGAN
OJT INSTRUCTOR	40.00			$143,566	$0	$32,573	Yes (X)
DANIEL ARMENTA
OJT INSTRUCTOR	40.00			$143,022	$0	$32,573	Yes (X)
ANDREW CARR
TECHNICAL COORDINATOR	40.00			$138,513	$0	$66,827	Yes (X)
MANUEL SALDANA
OJT INSTRUCTOR	40.00			$134,248	$0	$28,413	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$977,619	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$316,158	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	13	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
THE FORMAT GROUP LLC
1621 E 7TH STREET	AUSTIN	TX	78702	EDUCATION SERVICES	$1,839,079
MOSAIC
4801 VIEWPOINT PL	CHEVERLY	MD	20781	EDUCATION SERVICES	$1,290,434
PREMIER TECHNOLOGY SOLUTIONS
232 MADISON AVENUE	NEW YORK	NY	10016	COMPUTER CONSULTING	$1,251,429
COOPERATIVE PERSONNEL SERVICES
DEPT 34327	SAN FRANCISCO	CA	94139	TEMPORARY HELP	$893,357
SEGAL CONSULTING
333 WEST 34TH STREET	NEW YORK	NY	10001	COMPUTER CONSULTING	$396,714

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	10	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	MEMBERSHIP DUES	Desc
Business	900099	BusinessCd
Total Revenue Column	$41,144,343	TotalRevenueColumnAmt
Related Or Exempt Func Income	$41,144,343	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$41,144,343	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$590,337	TotalRevenueColumnAmt
Exclusion	$590,337	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$106,487,938	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$82,846,117	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$23,641,821	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,641,821	TotalRevenueColumnAmt
Exclusion	$23,641,821	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$2,295,169	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$2,674,281	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$379,112	TotalRevenueColumnAmt
Exclusion	-$379,112	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS INCOME	900099	$23,197	$23,197
PARTNERSHIP UBTI	900099	$1,000		$1,000
GAIN ON FOREIGN CURRENCY	900099	-$36,033	-$36,033

Field	Value	IRS element (for citing)
Other Revenue Total	-$11,836	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$64,985,553	TotalRevenueColumnAmt
Related Or Exempt Func Income	$41,131,507	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,000	UnrelatedBusinessRevenueAmt
Exclusion	$23,853,046	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$261,554	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$89,646	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$321,516	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,337,344	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$486,417	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$677,184	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$207,593	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$40,140	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$291,377	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$126,052	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$448,275	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,174,874	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,534,565	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$18,968	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,123	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$1,166,482	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$432,927	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$88,045	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
OUTSIDE INSTRUCTORS	$6,097,295
TRAINING FACILITIES	$3,753,458
TRANSPORTATION EXPENSES	$1,898,999
EDUCATION MATERIALS, SU	$1,702,166

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$118,197	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$25,278,197	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$910,570	BOYAmt
EOY	$796,260	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$9,585,899	BOYAmt
EOY	$31,010,713	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,957,938	BOYAmt
EOY	$7,660,262	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$3,321,225	BOYAmt
EOY	$3,216,206	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,350,698	BOYAmt
EOY	$1,993,145	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,895,949	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,049,596	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,255,647	BOYAmt
EOY	$846,353	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$18,431,614	BOYAmt
EOY	$21,300,113	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$53,807,063	BOYAmt
EOY	$62,982,253	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$63,194	BOYAmt
EOY	$103,803	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$98,683,848	BOYAmt
EOY	$129,909,108	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,347,791	BOYAmt
EOY	$4,574,302	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$230,908	BOYAmt
EOY	$1,503,247	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,578,699	BOYAmt
EOY	$6,077,549	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$96,105,149	BOYAmt
EOY	$123,831,559	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$96,105,149	BOYAmt
EOY	$123,831,559	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$98,683,848	BOYAmt
EOY	$129,909,108	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$39,707,356	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$11,980,946	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	0	SubstantiallyAllDuesNondedInd
Only In House Lobbying	Yes (1)	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	0	AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,091,333	OtherCostOrOtherBasisAmt
Depreciation	$1,594,841	DepreciationAmt
Book Value	$496,492	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,633,096	OtherCostOrOtherBasisAmt
Depreciation	$3,395,781	DepreciationAmt
Book Value	$237,315	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$171,520	OtherCostOrOtherBasisAmt
Depreciation	$58,974	DepreciationAmt
Book Value	$112,546	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$846,353	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LIMITED PARTNERSHIPS	$19,176,361	F
103-12 INVESTMENT ENTITY	$43,805,892	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$62,982,253	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA	Desc
Amt	$1,503,247	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,503,247	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$52,878,555	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$11,980,946	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$11,980,946	RevenueNotReportedAmt
Revenue Subtotal	$64,859,501	RevenueSubtotalAmt
Investment Expenses Not Incld	$126,052	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$126,052	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$64,985,553	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$25,152,145	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$25,152,145	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$126,052	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$126,052	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$25,278,197	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE FUND FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2021, AND DETERMINED THAT THERE WERE NO ADDITIONAL MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. ACCORDINGLY, NO PROVISION FOR INCOME TAX IS INCLUDED IN THESE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2021, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2018 THROUGH 2020 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION THE FUND FILES RETURNS.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	NORTH AMERICA, CANADA, AND MEXICO, BUT NOT THE UNITED STATES	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	TRAINING ACTIVITIES	TypeOfActivitiesConductedTxt
Region Total Expenditures	$1,056,726	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$1,056,726	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$1,056,726	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

Field	Value	IRS element (for citing)
Type Of Assistance	STIPENDS FOR BOTH JOURNEYMEN AND APPRENTICES FOR ATTENDEES OF EDUCATIONAL PROGRAM.	TypeOfAssistanceTxt
Region	NORTH AMERICA, CANADA, AND MEXICO, BUT NOT THE UNITED STATES	RegionTxt
Recipient	11	RecipientCnt
Cash Grant	$89,646	CashGrantAmt

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	STIPENDS FOR BOTH JOURNEYMEN AND APPRENTICES FOR ATTENDEES OF EDUCATIONAL PROGRAM.	GrantTypeTxt
Recipient	16	RecipientCnt
Cash Grant	$261,554	CashGrantAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROYCE PETERS
EXECUTIVE DIRECTOR	$242,446	$0	$0	$0	$90	$0	$63,379	$0	$15,600	$0	$321,515	$0	$0	$0
LYLE HAMM
TECHNICAL COORDINATOR	$175,516	$0	$0	$0	$218	$0	$61,193	$0	$15,600	$0	$252,527	$0	$0	$0
ANDREW CARR
TECHNICAL COORDINATOR	$138,453	$0	$0	$0	$60	$0	$51,227	$0	$15,600	$0	$205,340	$0	$0	$0
DOUGLAS FAGAN
OJT INSTRUCTOR	$143,566	$0	$0	$0	$0	$0	$15,933	$0	$16,640	$0	$176,139	$0	$0	$0
DANIEL ARMENTA
OJT INSTRUCTOR	$143,022	$0	$0	$0	$0	$0	$15,933	$0	$16,640	$0	$175,595	$0	$0	$0
MANUEL SALDANA
OJT INSTRUCTOR	$134,248	$0	$0	$0	$0	$0	$11,773	$0	$16,640	$0	$162,661	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	UPON RECEIVING THE PREPARED FORM 990 FROM AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT, THE COMMITTEE REVIEWS THE RETURN FOR ACCURACY. THE RETURN IS THEN REVIEWED BY THE AUTHORIZED SIGNER FOR ACCURACY AND APPROVAL.
FORM 990, PART VI, SECTION C, LINE 18	UPON REQUEST
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERS UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ANY OF THE DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. THE ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN CONFLICT OF INTEREST POLICY.
FORM 990, PART XII, LINE 2C	THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.