2016-04-26T11:20:50-05:00 2015-06-30 946214841 ARMANINO LLP 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2014-07-01 940370700 UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA LOCAL 405-405 BCJ UNIT 4082697316 2102 ALMADEN ROAD NO 115 SAN JOSE CA 95125 ALBERT MARTINEZ FINANCIAL SEC-TREASURER 4082697316 2016-04-13 1 RANDY G PETERSON CPA P01300203 4082006400 2016-04-14 2014 2016-08-17 19:52:53Z ALBERT MARTINEZ 2102 ALMADEN ROAD NO 115 SAN JOSE CA 95125 2808430 0 0143 X WWW.CARPENTERS405.COM X 1887 CA IMPROVE WELFARE OF WORKERS SERVICES: DISPATCH, REPRESENTATION, AND EDUCATION. 9 0 25 0 0 0 0 0 1298457 1465487 157948 177325 23958 18395 1480363 1661207 37244 35607 0 0 414238 512574 0 0 0 998961 1092965 1450443 1641146 29920 20061 6229955 6175128 474977 447452 5754978 5727676 THE PRIMARY PURPOSE OF THE LOCAL IS TO PROMOTE BETTER WAGES, BENEFITS, AND WORKING CONDITIONS FOR ALL WORKERS WITHIN ITS JURISDICTION. THE LOCAL ALSO PROMOTES WORKERS RIGHTS BY REPRESENTING THEM IN DAY TO DAY PROBLEMS ON THE JOB. 0 0 PROVIDED DISPATCH SERVICES, ASSISTED MEMBERS WITH EMPLOYMENT RELATED ISSUES, REPRESENTED MEMBERS DURING CONTRACT NEGOTIATIONS, ASSISTED MEMBERS WITH SKILLS RELATED TO CARPENTRY TRADE, ENCOURAGED COMMUNITY INVOLVEMENT BY MEMBERS AND PROMOTED THE TRADE. THE LOCAL HAS 3,489 MEMBERS. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 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 1 24 0 25 1 0 0 0 0 0 0 X 9 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 1 1 0 CA X THE ORGANIZATION 4082697316 2102 ALMADEN ROAD NO 115 SAN JOSE CA 95125 LAURIE DROCIC REC. SECRETARY 2.00 X X 2478 0 0 MICHAEL LACY PRESIDENT 2.00 X X 3598 0 0 ALBERT MARTINEZ FINANCIAL SEC-TREASURER 1.00 X X 4579 0 0 JOHN POCK TRUSTEE 1.00 X 2865 0 0 JOSE CABRERA JR VICE PRESIDENT 1.00 X X 1951 0 0 JOSEPH LOPEZ CONDUCTOR 1.00 X 1758 0 0 JOSE SARMIENTO WARDEN 1.00 X 2427 0 0 PATRICIA RAMERIZ TRUSTEE 1.00 X 2941 0 0 RICK SOLIS TRUSTEE 1.00 X 3505 0 0 26102 0 0 0 0 0 0 0 SUPPLEMENTAL DUES 813930 845638 845638 MEMBERSHIP DUES 813930 717592 717592 FEES AND ASSESSMENTS 813930 29354 29354 NCCRC ASSESSMENT 813930 -127097 -127097 1465487 107425 107425 1217123 1147223 69900 69900 69900 REFUNDS & REIMB 813930 8454 8454 PROMOTION 813930 5602 5602 OTHER INCOME 813930 4339 4339 18395 1661207 1483882 0 177325 35607 29097 357087 24129 60420 41841 2613 22420 20497 97804 694 131425 6824 15961 566389 9506 3065 MEMBERS AFFAIRS 102041 OTHER PER CAPITA TAX 96985 EXPENSE ALLOWANCES 15051 DUES REFUND 1690 1641146 622672 540228 59160 76425 19977 19977 224461 163379 69171 61082 3863688 3881649 1595287 1595767 6229955 6175128 474977 447452 474977 447452 X 5754978 5727676 5754978 5727676 6229955 6175128 20061 -47363 0 X 0 1 X 1 0 1 1 0 110757 63938 46819 113704 99441 14263 61082 LABOR TEMPLE ASSOCIATION 1444887 C NON-PUBLICLY TRADED COMMON STOCK - ULB 150880 F 1595767 PAYROLL TAXES PAYABLE 5836 PENSION WITHDRAWAL PENALTY 441616 447452 X 1613844 -47363 -47363 1661207 0 1661207 1641146 0 1641146 0 1641146 PART X, LINE 2: THE LOCAL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, THE LOCAL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 NCCRC SOUTH SCHOLARSHIP FDN 2102 ALMADEN RD 125 SAN JOSE CA 95125 943271496 501(C)5 5405 TO SUPPORT EDUCATION UNION COMMUNITY RESOURCES 2102 ALMADEN RD SAN JOSE CA 95125 770387535 501(C)(3) 20582 TO SUPPORT COMMUNITY 1 1 PART I, LINE 2: THE LOCAL MAKES CHARITABLE CONTRIBUTIONS TO NATIONALLY AND/OR LOCALLY RECOGNIZED CHARITIES. FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL HAS THE FOLLOWING CATEGORIES OF MEMBERSHIP: 1. REGULAR - MEMBERS WORKING IN THE TRADE PAYING FULL DUES 2. APPRENTICES - MEMBERS LEARNING THE SKILLS OF THE TRADE PAYING FULL DUES 3. EARLY RETIRED - MEMBERS WHO RETIRED EARLY PAYING REDUCED DUES 4. 50 YEAR HONORARY - MEMBERS WITH 50 YEARS OF SERVICE PAYING REDUCED DUES 5. RETIRED - REGULAR RETIRED MEMBERS PAYING REDUCED DUES FORM 990, PART VI, SECTION A, LINE 7A MEMBERS THAT HAVE RIGHTS TO ELECT MEMBERS OF A GOVERNING BODY: A MEMBER IN "GOOD STANDING" THAT HAS BEEN A MEMBER OF THE LOCAL AT LEAST 12 CONSECUTIVE MONTHS HAS THE RIGHT TO NOMINATE AND VOTE FOR THE OFFICERS OF THE LOCAL UNION EVERY THREE YEARS. IN ORDER TO BE IN "GOOD STANDING" MEMBERS MUST NOT BE MORE THAN 2 MONTHS IN ARREARS IN THE PAYMENT OF DUES. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS IN GOOD STANDING HAVE THE RIGHT TO VOTE, AT THE MONTHLY MEETINGS (GENERAL MEMBERSHIP), IN REGARDS TO THE FOLLOWING DECISIONS MADE BY THE EXECUTIVE BOARD: CONTRIBUTIONS, CONFERENCES AND TRAINING TO BE ATTENDED BY OFFICERS. MEMBERS ARE ENTITLED TO QUESTION ANY EXPENSE READ DURING THE GENERAL MEMBERSHIP MEETING AND THEREFORE THE EXPENSE COULD BE DENIED OR APPROVED. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FINANCIAL SECRETARY AND E-BOARD FOR COMPLETENESS AND ACCURACY PRIOR TO FILING OF THE FORM. ANY QUESTIONS ARISING DURING THIS REVIEW PROCESS ARE RESOLVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL: THE SALARY AND RELATED COMPENSATION (STIPENDS) TO BE PAID TO THE FINANCIAL SECRETARY IS DOCUMENTED IN THE LOCAL'S BY-LAWS AND APPROVED DURING THE EXECUTIVE BOARD AND MEMBERSHIP MEETINGS. PER THE LOCAL'S BY-LAWS THE FINANCIAL SECRETARY'S MONTHLY COMPENSATION IS BASED ON AN AMOUNT NOT LESS THAN THE HIGHEST NEGOTIATED HOURLY RATE FOR JOURNEYMAN CARPENTERS MULIPLIED BY SIX HOURS. OTHER OFFICERS: THE SALARY AND RELATED COMPENSATION (STIPENDS) TO BE PAID TO ALL OTHER OFFICERS IS DOCUMENTED IN THE LOCAL'S BY-LAWS AND APPROVED DURING THE EXECUTIVE BOARD AND MEMBERSHIP MEETINGS. PER THE LOCAL'S BY-LAWS OFFICER MONTHLY COMPENSATION IS BASED ON AN AMOUNT NOT LESS THAN THE HIGHEST NEGOTIATED HOURLY RATE FOR JOURNEYMAN CARPENTERS MULTIPLIED BY THE FOLLOWING: PRESIDENT - 4 HOURS PER MONTH PLUS $5 VICE PRESIDENT - 3 HOURS PER MONTH WARDEN AND CONDUCTOR - 3 HOURS PER MONTH RECORDING SECRETARY - 6 HOURS PER MONTH TRUSTEES - 4 HOURS PER MONTH FORM 990, PART VI, SECTION C, LINE 19 THE LOCAL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. LABOR TEMPLE ASSOCIATION OF SANTA CLARA 2102 ALMADEN ROAD STE 115 SAN JOSE CA 95125 941133478 HOLDING TITLE TO AND OPERATING PROPERTY FOR THE BENEFIT OF OTHER EXEMPT ORG CA 501(C)2 N/A 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 LABOR TEMPLE ASSOCIATION OF SANTA CLARA K 130473 ACTUAL CASH PAID LABOR TEMPLE ASSOCIATION OF SANTA CLARA D SEE PART VII FORM 990, SCHEDULE R, PART V: THE LOCAL WAS CONTINGENTLY LIABLE AS A GUARANTOR OF CERTAIN INDEBTEDNESS OF THE LABOR TEMPLE ASSOCIATION (A HOLDING COMPANY IN WHICH THE LOCAL OWNS AN APPROXIMATE 69% INTEREST). THE DEBT WAS A SECURED LOAN WHICH WAS USED TO FINANCE THE CONSTRUCTION OF THE BUILDING WHICH HOUSES THE LOCAL'S OFFICES AND OTHER TENANTS. THE LOAN ORIGINATED IN 1997. IT WAS A 30-YEAR LOAN (WITH A CALL OPTION AT ANY TIME DURING THE 11TH, 16TH, 21ST AND 26TH LOAN YEARS) WITH INTEREST AT 8%. THE LOAN WAS PAID OFF DURING THE FISCAL YEAR ENDED JUNE 30, 2015.