2017-11-15T17:01:49-06:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2016-01-01 237163057 CARPENTERS-EMPLOYERS APPRENTICESHIP AND TRAINING TRUST OF WASHINGTON-IDAHO CARP 2534375235 20424 72ND AVE SOUTH KENT WA 98032 DOUG TWEEDY TRUSTEE 2534375235 2017-11-15 1 KENNETH L CLENIN CPA P00006300 4252506100 67.137.57.251 2017-11-15 10:33:26 PS P 7A7647E1AB80073BA1B4DB22529CDC61876F9E5D E49AB45AF12B1BB25434C7612008407C4465D4D7 2016 2021-01-29 14:40:06Z DOUG TWEEDY 20424 72ND AVE SOUTH KENT WA 98032 19107775 0 X N/A X 1972 WA TO PROVIDE CARPENTER TRAINING AND RETRAINING FOR ELIGIBLE PARTICIPANTS. 10 10 62 0 0 0 0 0 11898522 12043217 758041 291259 23129 -6110 12679692 12328366 0 0 0 0 4944640 7881501 0 0 0 2452242 2606119 7396882 10487620 5282810 1840746 30272448 35818775 580516 2501050 29691932 33317725 TO PROVIDE TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS 0 0 10433337 12043217 TO PROVIDE CARPENTERS TRAINING AND RETRAINING TO ELIGIBLE PARTICIPANTS 10433337 1 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 0 0 1 0 0 0 1 4 0 1 62 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 0 0 0 X CARPENTERS-EMPLOYERS APPR & TRAINING TRUST FUND OF WA-ID 2534375235 20424 72ND AVE SOUTH KENT WA 98032 X DOUG ORTH CO-CHAIRMAN 0.50 X X 0 0 0 DOUG TWEEDY CO-CHAIRMAN 0.50 X X 0 0 0 DOUG PETERSON TRUSTEE 0.50 X 0 0 0 KEN ERVIN TRUSTEE 0.50 X 0 0 0 JIM BRADFORD TRUSTEE 0.50 X 0 0 0 BOB SUSEE TRUSTEE 0.50 X 0 0 0 JAMIE WELSH TRUSTEE 0.50 X 0 0 0 KATHY SWAN TRUSTEE 0.50 X 0 0 0 DAVE RUPE TRUSTEE 0.50 X 0 0 0 RICK MUELLER TRUSTEE 0.50 X 0 0 0 KRISTI COLE TRUSTEE 0.50 X 0 0 0 THOMAS BARRETT TRAINING DIRECTOR 40.00 X 221789 0 31445 RODNEY WILLIAMS EMPLOYEE 40.00 X 121108 0 32966 CLARENCE BOZARTH EMPLOYEE 40.00 X 123776 0 32390 DAVID MILTON EMPLOYEE 40.00 X 128137 0 27275 MICHAEL JONES EMPLOYEE 40.00 X 120641 0 32887 715451 0 156963 17 0 1 0 MORGAN STANLEY 601 UNION STREET SUITE 5200 SEATTLE WA 98101 INVESTMENT MANAGEMENT 134228 1 EMPLOYER CONTRIBUTIONS 525100 11045779 11045779 SCHOOL REIMBURSEMENTS 525100 810598 810598 OTHER REIMBURSEMENTS 525100 186840 186840 12043217 810164 810164 39590 0 39590 39590 39590 5291623 805000 5913929 701599 -622306 103401 -518905 -518905 118181 163881 -45700 -45700 12328366 12043217 0 285149 253234 253234 4035810 4035810 2413074 2413074 740419 740419 438964 438964 32520 32520 21763 21763 29350 29350 41264 41264 349133 349133 277704 277704 129451 129451 9454 9454 407895 407895 131408 131408 APPRENTICESHIP TRAINING 475026 475026 ROOM AND BOARD 358991 358991 BUILDING SUPPLIES AND M 300934 300934 PROPERTY AND REAL ESTAT 34037 34037 7189 7189 10487620 10433337 54283 0 1718883 1894729 1179597 1211329 68800 45300 205751 230186 12261050 5769099 7307748 6491951 19791669 25945280 30272448 35818775 580516 2501050 580516 2501050 X 0 0 0 0 29691932 33317725 29691932 33317725 30272448 35818775 1840746 1785047 0 X X 0 1 X 0 0 X 6469994 6739627 8804827 11203896 11045779 44264123 6469994 6739627 8804827 11203896 11045779 44264123 0 0 0 44264123 128378 158896 323990 910538 849754 2371556 128378 158896 323990 910538 849754 2371556 519734 508013 453999 694626 997438 3173810 7118106 7406536 9582816 12809060 12892971 49809489 0.88870 0.89700 0.04760 0.03880 X 0 1358010 1358010 10903040 5769099 5133941 6491951 X 14277294 1785047 1785047 12492247 -163881 -163881 12328366 10651501 163881 163881 10487620 0 10487620 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE UNCERTAIN POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016 AND 2015, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF TEXTBOOKS AND SUPPLIES PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF TEXTBOOKS AND SUPPLIES PART XI LINE 2D: $163,881 COST OF SALES TEXTBOOKS AND SUPPLIES WAS DEDUCTED FROM THE GROSS SALES OF TEXTBOOKS AND NET LOSS IS ENTERED ON FORM 990. PART XII LINE 2D $163,881 COST OF SALES TEXTBOOKS AND SUPPLIES WAS DEDUCTED FROM THE GROSS SALES OF TEXTBOOKSAND NET LOSS IS ENTERED ON FORM 990. 0 0 0 0 0 0 0 0 0 THOMAS BARRETT TRAINING DIRECTOR 221789 0 0 0 0 0 16958 0 14487 0 253234 0 0 0 RODNEY WILLIAMS EMPLOYEE 121108 0 0 0 0 0 14365 0 18601 0 154074 0 0 0 CLARENCE BOZARTH EMPLOYEE 123776 0 0 0 0 0 14111 0 18279 0 156166 0 0 0 DAVID MILTON EMPLOYEE 128137 0 0 0 0 0 13874 0 13401 0 155412 0 0 0 MICHAEL JONES EMPLOYEE 120641 0 0 0 0 0 14330 0 18557 0 153528 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES IS PROVIDED A COPY OF THE COMPLETED FORM 990 AS DELIVERED BY THE TRUST'S CPA. THE TRUSTEES REVIEW AND SIGN THE REQUIRED PAGES AND REMIT THESE TO TRUST MANAGEMENT FOR ELECTRONIC FILING IN ACCORDANCE WITH STATUTORY FILING REQUIREMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: SELECTION OF THE INDEPENDENT AUDITOR THE BOARD OF TRUSTEES OVERSEES THE PROCESS FOR SELECTING THE INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. CARPENTERS OF WESTERN WASHINGTON INDIVIDUAL ACCOUNT PENSION PN 2200 SIXTH AVE SEATTLE WA 98121 911160641 PROVIDE RETIREMENT BENEFITS TO ORGANIZATION MEMBERS WA 1.401-1(B)(3) 0 CARPENTERS H AND S PLAN OF WESTERN WASHINGTON 2200 SIXTH AVE SEATTLE WA 98121 916029049 PROVIDE HEALTH CARE BENEFITS TO ORGANIZATION MEMBERS WA 501(C)(9) 0 CARPENTERS RETIREMENT PLAN OF WESTERN WASHINGTON 2200 SIXTH AVE SEATTLE WA 98121 916029051 PROVIDE RETIREMENT BENEFITS TO ORGANIZATION MEMBERS WA 1.401-1(B)(3) 0 CARPENTERS-EMPLOYERS VACATION TR OF WW 2200 SIXTH AVE SEATTLE WA 98121 237163058 PROVIDE VACATION BENEFITS TO ORGANIZATION MEMBERS WA 501(C)(9) 0 CARPENTERS TRUST OF WESTERN WASHINGTON 916715926 ENTITY USED FOR PROCESSING OF CARPENTERS TRUSTS PAYROLL WA 1.401-1(B)(3) 0 PACIFIC NORTHWEST REGIONAL COUNCIL OF CARPENTERS 25120 PACIFIC HWY S KENT WA 98032 911704240 LABOR ORGANIZATION WA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0