2020-11-13T10:59:51-06:00 2019-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2019-01-01 952106266 SOUTHWEST CARPENTERS TRAINING FUND SOUT 2133868590 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 DANIEL LANGFORD TRUSTEE 2133868590 2020-11-13 1 SUBRINA WOOD CPA P00365899 2023319880 38.100.43.98 2020-11-13 11:57:36 ES P 503212571B492C6734ECC8D7D4B0C3065084245C 2A1264631413402ED07D1720FD2C9A4C172C9560 2019 2022-01-07 14:23:13Z DANIEL LANGFORD 533 S FREMONT AVE LOS ANGELES CA 90071 50996346 0 X N/A X 1958 CA TO PROVIDE EDUCATION AND TRAINING. 15 15 161 0 0 0 0 0 32443437 37745794 421327 590571 59704 76749 32924468 38413114 0 0 0 0 11081306 11863994 0 0 0 22155819 24533644 33237125 36397638 -312657 2015476 35745737 41052093 1731757 2539053 34013980 38513040 TO PROVIDE APPRENTICESHIP TRAINING. 0 0 TO PROVIDE EDUCATION AND TRAINING TO MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 1 161 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 CA X CARPENTERS SOUTHWEST ADMIN CORP 2133868590 533 S FREEMONT AVE LOS ANGELES CA 90071 X ALLEN OTHMAN TRUSTEE 1.00 X 0 0 0 CURTIS CONYERS JR TRUSTEE 1.00 X 0 0 0 RICHARD HARRIS TRUSTEE 1.00 X 0 0 0 JD HERRON TRUSTEE 1.00 X 0 0 0 TRAVIS WINSOR TRUSTEE 1.00 X 0 0 0 DOUGLAS MCCARRON TRUSTEE 1.00 X 0 0 0 CLINT G LARISON TRUSTEE 1.00 X 0 0 0 HARRY BEGGS TRUSTEE 1.00 X 0 0 0 DANIEL LANGFORD TRUSTEE 1.00 X 0 0 0 FRANK HAWK TRUSTEE 1.00 X 0 0 0 PETE RODRIGUEZ TRUSTEE 1.00 X 0 0 0 CALVIN YOSHIDA TRUSTEE 1.00 X 0 0 0 JOSH RAPER TRUSTEE 1.00 X 0 0 0 MERCY URREA TRUSTEE 1.00 X 0 0 0 SEAN HARTRANFT TRUSTEE 1.00 X 0 0 0 GORDON HUBEL TRUSTEE (RESIGNED) 1.00 X 0 0 0 STEVE JONES TRUSTEE (RESIGNED) 1.00 X 0 0 0 RICHARD POZZO TRUSTEE (RESIGNED) 1.00 X 0 0 0 RANDY THORNHILL TRUSTEE (RESIGNED) 1.00 X 0 0 0 LOUIS ONTIVEROS TRAINING DIRECTOR 40.00 X 209931 0 26333 GALO TOAPANTA INSTRUCTOR 40.00 X 150080 0 31965 ALFREDO BONILLA INSTRUCTOR 40.00 X 143199 0 31932 JESSE MILAN INSTRUCTOR 40.00 X 142162 0 31717 LARRY NOTTTINGHAM INSTRUCTOR 40.00 X 141821 0 41307 787193 0 163254 50 0 1 0 CARPENTERS SOUTHWEST ADMINISTRATIVE CORP 533 S FREMONT AVE LOS ANGELES CA 90071 ADMINISTRATIVE SERVICES 777682 SEGAL COMPANY PO BOX 4070 NEW YORK NY 10261 CONSULTING SERVICES 388963 PREMIER TECHNOLOGY SOLUTIONS 232 MADISON AVENUE NEW YORK NY 10016 COMPUTER NETWORK EXPENSES 216423 DECARLO SHANLEY ATTORNEYS AT LAW 533 S FREMONT AVE LOS ANGELES CA 90071 LEGAL SERVICES 184381 OFFICE TEAM PO BOX 743295 LOS ANGELES CA 900743295 TEMPORARY HELP 134380 6 EMPLOYER CONTRIBTUIONS 900099 30943793 30943793 COST AGREEMENT REIMBURSEMENTS 900099 5000981 5000981 TRAINING CENTER REIMBURSED EXPENS 900099 1720512 1720512 LIQUIDATED DAMAGES 900099 80508 80508 37745794 716878 716878 76749 0 76749 76749 76749 12456925 12583232 -126307 -126307 -126307 38413114 37745794 0 667320 8848254 936757 1352019 726964 777682 203292 45000 32074 219914 1387397 15636 9890551 1110351 1067567 1042763 614343 UBC NATIONAL FUNDS 6002584 MANIPULATIVE MATERIALS 1352937 JOURNEYMAN TRAINING 530063 241490 36397638 810058 200803 205199 4330519 4270096 5353030 245650 294794 14038938 9876083 4585274 4162855 25355092 26500491 274368 209601 35745737 41052093 1731757 2539053 1731757 2539053 X 34013980 38513040 34013980 38513040 35745737 41052093 2015476 2483584 0 X X 0 1 X 1 0 739707 739707 8125407 6103827 2021580 3032113 2222436 809677 2141711 1549820 591891 4162855 X 40864624 2483584 2483584 38381040 32074 32074 38413114 36365564 0 36365564 32074 32074 36397638 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC) AND UNDER SECTION 23701(A) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA AS A TAX EXEMPT ORGANIZATION. THE FUND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE FUND SPONSOR BELIEVES THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FUND'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 LOUIS ONTIVEROS TRAINING DIRECTOR 209931 0 0 0 0 0 10473 0 15860 0 236264 0 0 0 GALO TOAPANTA INSTRUCTOR 150080 0 0 0 0 0 12714 0 19251 0 182045 0 0 0 ALFREDO BONILLA INSTRUCTOR 143199 0 0 0 0 0 12699 0 19233 0 175131 0 0 0 JESSE MILAN INSTRUCTOR 142162 0 0 0 0 0 12615 0 19102 0 173879 0 0 0 LARRY NOTTTINGHAM INSTRUCTOR 141821 0 0 0 0 0 21609 0 19698 0 183128 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE ADMINISTRATOR AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATOR'S OFFICE. FORM 990; PART XII; LINE 2 C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SOUTHWEST CARPENTERS PENSION TRUST 533 SOUTH FREMONT LOS ANGELES CA 90071 956042875 TO PROVIDE PENSION BENEFITS CA 401 (A) 0 SOUTHWEST CARPENTERS VACATION TRUST 533 SOUTH FREMONT LOS ANGELES CA 90071 956042279 TO PROVIDE VACATION BENEFITS CA 501(C)(9) 0 SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST 533 SOUTH FREMONT LOS ANGELES CA 90071 956042873 TO PROVIDE MEDICAL AND DENTAL BENEFITS CA 501(C)(9) 0 CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION 533 SOUTH FREMONT LOS ANGELES CA 90071 953687194 TO PROVIDE ADMINISTRATIVE SERVICES CA C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0