CARPENTERS HEALTH AND WELFARE TRUST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTERS HEALTH AND WELFARE TRUST (EIN 94-1234856)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-07-09
- IRS object ID
- 201501909349301105
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-09T15:03:30-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300702322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMMING MORSE CPA'S AND CONSULTANTS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 BOVET ROAD SUITE 600 | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941234856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTERS HEALTH AND WELFARE TRUST | BusinessNameLine1 |
| Business Name Line2 | FUND FOR NORTHERN CALIFORNIA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARP | BusinessNameControlTxt |
| Phone | 5106330333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 HEGENBERGER ROAD NO 100 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94621 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE PRICE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5106330333 | PhoneNum |
| Signature | 2015-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00739466 | PTIN |
| Phone | 4158364000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 HEGENBERGER ROAD NO 100 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94621 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $662,925,980 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III LINE 4A | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $288,714,188 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $313,484,633 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,498,858 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,225,202 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,090,888 | PYOtherRevenueAmt |
| CY Other Revenue | $9,273,711 | CYOtherRevenueAmt |
| PY Total Revenue | $307,303,934 | PYTotalRevenueAmt |
| CY Total Revenue | $338,983,546 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $288,077,047 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $313,013,589 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,423,003 | PYOtherExpensesAmt |
| CY Other Expenses | $13,872,440 | CYOtherExpensesAmt |
| PY Total Expenses | $301,500,050 | PYTotalExpensesAmt |
| CY Total Expenses | $326,886,029 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,803,884 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,097,517 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $388,698,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $421,872,375 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $182,800,695 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $185,016,130 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $205,897,563 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $236,856,245 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTERS ADMINISTRATIVE OFFICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106330333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 HEGENBERGER ROAD SUITE 100 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94621 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| TIMOTHY LIPSCOMB | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| RANDY JENCO | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| ROY VAN PELT | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| FRANK CRIM | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| MIKE MENCARINI | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| ROBERT ALVARADO | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| WILLIAM FEYLING | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| TOM MATTIS | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| RALPH RUBIO | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| CHUCK PALLEY | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| DON DOLLY | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| JOSEPH R SANTUCCI | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| AUGIE BELTRAN | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| LARRY NIBBI | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CARPENTER FUNDS ADMINISTRATIVE OFFICE OF | |||||
| 265 HEGENBERGER RD SUITE 100 | OAKLAND | CA | 94621 | ADMINISTRATION | $6,976,929 |
| BLUE CROSS OF CALIFORNIA | |||||
| PO BOX 70000 | VAN NUYS | CA | 91470 | BENEFITS ADMINISTRATOR | $1,858,880 |
| DELTA DENTAL | |||||
| 100 1ST STREET 12TH FLOOR | SAN FRANCISCO | CA | 94105 | CLAIMS ADMINISTRATION | $1,081,089 |
| MEDCO HEALTH SOLUTION | |||||
| 100 PARSONS POND DRIVE | FRANKLIN LAKES | NJ | 07417 | BENEFITS ADMINISTRATOR | $600,008 |
| FISHER | |||||
| 1450 FASHION ISLAND BLVD | SAN MATEO | CA | 94404 | INVESTMNET MANAGER | $301,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $289,020,485 | $289,020,485 |
| EMPLOYEE CONTRIBUTIONS | 900099 | $24,464,148 | $24,464,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $313,484,633 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,389,160 | TotalRevenueColumnAmt |
| Exclusion | $7,389,160 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $332,778,476 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $323,942,434 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,836,042 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,836,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,836,042 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REBATES AND REFUNDS | 900099 | $8,512,907 | $8,512,907 |
| OTHER INCOME | 900099 | $703,708 | $703,708 |
| LIQUIDATED DAMAGES | 900099 | $57,096 | $57,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,273,711 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,983,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $331,594,386 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,389,160 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,013,589 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,752,307 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,570 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,978 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,334 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,330 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,389 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,029 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,651 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TRANSITIONAL REINSURANC | $983,570 |
| OUTSIDE SERVICES | $94,351 |
| MISCELLANEOUS | $69,599 |
| BANKING EXPENSE | $36,816 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,516 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,886,029 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,549 | BOYAmt |
| EOY | $1,942,839 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,459,269 | BOYAmt |
| EOY | $36,102,626 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,208,337 | BOYAmt |
| EOY | $37,653,145 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,096 | BOYAmt |
| EOY | $407,606 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,644,854 | BOYAmt |
| EOY | $179,865,079 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,950,220 | BOYAmt |
| EOY | $160,896,803 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,451,933 | BOYAmt |
| EOY | $5,004,277 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,698,258 | BOYAmt |
| EOY | $421,872,375 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,432 | BOYAmt |
| EOY | $1,264,503 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,063,263 | BOYAmt |
| EOY | $183,751,627 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,800,695 | BOYAmt |
| EOY | $185,016,130 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,897,563 | BOYAmt |
| EOY | $236,856,245 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,897,563 | BOYAmt |
| EOY | $236,856,245 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,698,258 | BOYAmt |
| EOY | $421,872,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,097,517 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,861,165 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE FUND | $53,646,638 | F |
| LIMITED PARTNERSHIP | $107,250,165 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $160,896,803 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| PREMIUMS PAYABLE | $27,968,525 |
| CLAIMS PAYABLE AND IBNR | $36,763,898 |
| FUTURE BENEFIT LIABILITY | $111,700,000 |
| RETIREE REFUND PAYABLE | $7,052,760 |
| DUE TO BROKER | $266,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,751,627 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $357,844,711 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,861,165 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $18,861,165 | RevenueNotReportedAmt |
| Revenue Subtotal | $338,983,546 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $338,983,546 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $326,886,029 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $326,886,029 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $326,886,029 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE ADMINISTRATOR. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TRUSTEES HAVE DESIGNATED THE ADMINISTRATOR TO REVIEW THE FORM 990 PRIOR TO SIGNING AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, A TRUSTEE SHOULD DISCLOSE TO ALL OTHER TRUSTEES AND FUND COUNSEL THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST OR BENEFIT INVOLVED INCLUDING DISCLOSURE OF ALL MATERIAL FACTS ATTENDANT TO THE TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTERS TRAINING TRUST FUND FOR NORTHERN CALIFORNIA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 HEGENBERGER ROAD SUITE 100 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94621 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931079534 | EIN |
| Primary Activities | TO PROVIDE ADMIN SERVICES FOR THE TRAINING COMMITTEE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART IV, LINE 34 | FormAndLineReferenceDesc |
| Explanation | 5 D P R CONSTRUCTION CALIFORNIA DRYWALL CO WEBCOR CONSTRUCTION LP KAISER FOUNDATION PERFORMANCE CONTRACTING INC K H S & S CONTRACTORS CONCO CEMENT CO SERVICE WEST DALEY'S DRYWALL & TAPING INC DEVCON CONSTRUCTION INC M C C MAGNUM DRYWALL INC I S E C INC BRAND ENERGY SERVICES OF CALIFORNIA, INC. OVERAA C & COMPANY M C M CONSTRUCTION INC J & J ACOUSTICS INC NORTHERN CALIFORNIA CARPENTERS ADVANCED INSTALLATION SERVICES PACIFIC STRUCTURES INC SWINERTON BUILDERS LARGO CONCRETE INC ANNING-JOHNSON COMPANY AUBRY LLOYD W BRAND ENERGY SERVICES OF CALIFORNIA, INC. ROEBBELEN CONTRACTING INC UNIVERSAL PLANT SVS OF NCAL INC. WEST BAY BUILDERS STOCKHAM CONSTRUCTION CARPENTER FUNDS ADMIN RUDOLPH AND SLETTEN INC ALBANESE JOSEPH J INC BAYSIDE INTERIORS INC PERFORMANCE CONTRACTING INC NICHOLSON D W CORPORATION NIBBI BROS ASSOCIATES INC R F J INC BAYSIDE INTERIORS INC ALLMODULAR SYSTEMS INC CAHILL CONTRACTORS INC PLANT CONSTRUCTION CO LP RAYMOND INTERIOR SYSTEMS NORTH WALTERS & WOLF INTERIORS MISSION BELL MFG CO INC NOVO CONSTRUCTION INC HATHAWAY DINWIDDIE CONSTRUCTION CO BAY AREA CONSTRUCTION FRAMERS INC BLACH CONSTRUCTION CO TARLTON & SON INC NORTH COUNTIES DRYWALL INC GRANITE CONSTRUCTION CO PACE INC ROBERTS-OBAYASHI MC CARTHY BUILDING COMPANIES INC URATA AND SONS CEMENT HARRIS CONSTRUCTION CO INC CUSTOM DRYWALL INC FOUNDATION CONSTRUCTORS INC HARRISON DRYWALL LEVEL 10 CONSTRUCTION, LP MISSION BELL MFG CO INC BROWN VANCE INC VIKING CONSTRUCTION COMPANY INC R J S & ASSOCIATES INC ALLIED FRAMERS INC DRESSER-RAND FIELD SUP SER PANKOW CHARLES BUILDER PECK & HILLER COMPANY X L CONSTRUCTION BRAND ENERGY SERVICES OF CALIFORNIA, INC. COMPLETE MILLWORK SERVICES RAISCH/GRADE-WAY CONSTRUCTION INC BRADY CO./CENTRAL CA, INC. F & H CONSTRUCTION STARK ERIC INTERIORS INC BRAND ENERGY SERVICES OF CALIFORNIA, INC. ALCAL SPECIALTY CONTRACTING INC. SKANSKA, SHIMMICK, HERZOG JV COUNTRY BUILDERS CONSTRUCTION INC. SAFWAY SERVICES, L.P. HERRERO BUILDERS, INC SPACETONE ACOUSTICS INC BROWARD BROTHERS INC BOYETT CONSTRUCTION INC GIAMPOLINI DRYWALL CARPENTERS TRAINING COMMITTEE S C BUILDERS INC AMOROSO S J CONSTRUCTION TUTOR-SALIBA CORPORATION OTTO JOHN F INC C. C. MYERS, INC. KIEWIT INFRASTRUCTURE WEST CO. CAHILL CONTRACTORS INC IRONWOOD COMMERCIAL BUILDERS INC COMMERCIAL CASEWORK INC FLATIRON - KIEWIT JV BNBT BUILDERS INC COAST INSULATION CO DIVISION R M R CONSTRUCTION CO SAN FRANCISCO INTERIORS INC DOME CONSTRUCTION CORP ETHOSENERGY FIELD SVCS LLC FLATIRON WEST INC PERFORMANCE MECHANICAL INC GOLDEN GATE DRYWALL TURNER CONSTRUCTION CO SHIMMICK CONSTRUCTION WARM SPRINGS CONSTRUCTORS SAFWAY SERVICES, L.P. DESIGN WORKSHOPS BRAND ENERGY SERVICES OF CALIFORNIA, INC. STANDARD DRYWALL INC BERKELEY CEMENT INC BOYETT CONSTRUCTION INC R M R CONSTRUCTION CO T C B INDUSTRIAL INC OLIVER & COMPANY INC BERKEL & CO CONST INC SOUTHWEST REJECTS HANCOCK RICHARD INC COAST INSULATION CO DIVISION BALFOUR BEATTY INFRASTRUCTURE INC SAFWAY SERVICES, L.P. SCAFFOLD SOLUTIONS BERGER BROS INC SAN JOSE CONSTRUCTION UNGER CONSTRUCTION CO RT WESTERN MAINTENANCE INC. BAY AREA FIRE STOP NORTHGATE ACOUSTICS INC SANDERS COY CONSTRUCTION INC MC CRAY J F PLASTERING INC MINTON DOOR COMPANY POWER ENGINEERING CONSTRUCTION CO. NEW WEST PARTITIONS ALCAL SPECIALTY CONTRACTING INC. HAYWARD W F COMPANY MAHER R E INC ANDERSON ERIC F INC AD-IN INC GOLDEN STATE BRIDGE INC BOLDT OSCAR J CONSTRUCTION CO VALHALLA BUILDERS & TISYS CONSTRUCTION & DEVELOPMENT BRADLEY CONCRETE DBA HARRIS R M COMPANY MYERS AND SONS CONSTRUCTION LP BROSAMER R & L INC EXPERT DRYWALL SYSTEM TAMALPAIS COMM CABINETRY INC CAPITOL DOOR & HDWE IN UNISTRUT INTERNATIONAL CORP SERVICE WEST DBA SERVICE CTR. RUTHERFORD INC NMI INDUSTRIAL HOLDINGS, INC. NOR-CAL SCAFFOLDING INC SURBER DRYWALL CONSTRUCTION INC WESTERN BUILDING MATERIALS G & S DRYWALL INC PEACOCK CONSTRUCTION INC PARTITION SPECIALTIES INC PENINSULATORS SAFWAY SERVICES, LP DESIGN WORKSHOPS SIEMENS GENERATION SERVICES COMPANY CREATIVE CEILINGS INC STEPHENS MECHANICAL CORP BRAYTON C T & SONS INC TABER CONSTRUCTION HENSEL PHELPS SYBLON REID J V MGM DRYWALL INC CONCRETE NORTH INC. ALCAL SPECIALTY CONTRACTING INC. DEVINCENZI CONCRETE CONSTRUCTION PROVEN MANAGEMENT INC R & W CONCRETE INC MONTEREY MECHANICAL CO UNIQUE SCAFFOLD AUSONIO INC KARSYN CONSTRUCTION INC INSULATION ACOUSTICS DRYWALL RUDOLPH COMMERCIAL INTERIORS SAN FRANCISCO MILLWORK SULLIVAN CONSTRUCTION RES-COM INSULATION INC IRELAND-ROBINSON & HADLEY INC BRAND ENERGY SERVICES OF CALIFORNIA, INC. DELLABARCA DESIGN & BUILD INC ZUMWALT CONSTRUCTION INC PAW ARCHITECTURAL WOODWORK INC EAST BAY FIXTURE COMPANY BEAR SCAFFOLD AND SVCS. HARSCO INFRASTRUCTURE AMERICAS ALTEN CONSTRUCTION INC MANSON CONSTRUCTION CO VORTEX MARINE CONSTRUCTORS INC ACME CONSTRUCTION CO INC RUANE PATRICK J INC VEOLIA ES SPECIAL SERVICES INC HOWARD S. WRIGHT CONSTRUCTORS LP DENHAM CONTRACTING INC ALUMAWALL INC BIG OAK HARDWOOD FLOOR CO INC SECURITY PAVING COMPANY INC DAVIDSON PLASTERING INC. ARNOLD & EGAN MFG CO CANYON INSULATION INC. GEORGE FAMILY ENTERPRISES INC NORTHERN CALIFORNIA MYERS AND SONS CONSTRUCTION LP HARTLEY BERGER JV MANCINI B T COMPANY INC KAISER FOUNDATION C. C. MYERS, INC. O'DONNELL PLASTERING HORTON C W GENERAL CON THOMAS JONCE CONSTRUCTION CO INC SACRAMENTO INSULATION R N R CONSTRUCTION INC PETERSON IND'L. SCAFFOLDING ARNTZ BUILDERS SWINERTON BUILDERS HC SLATER RICK CONSTRUCTION ROCKAWAY CONSTRUCTION L J INTERIORS CARPENTER GREG H CONTR RODAN BUILDERS INC J.R. FILANC, INC. BOEGER ROBERT PLASTERING INC. INSTALLIT GRIFFIN JAMES R INC SILMAN CONSTRUCTION STARKE STRUCTURES COFFEY BUILDING GROUP SEALS/BIEHLE GENERAL CONTRACTORS H Y FLOOR & GAMELINE PAINTING INC HARELSON MECHANICAL FLATIRON - KIEWIT JV MCGUIRE & HESTER IRELAND INTERIOR SYSTEMS INC MAI INDUSTRIES RUDISILL CONSTRUCTION CO BEALS - MARTIN & ASSOC UNIVERSAL PLASTICS STROER & GRAFF ATLANTIC PLANT MAINTENANCE REBARBER ENTERPRISES INC HINTON RUSSEL COMPANY DASCO CONSTRUCTION ROOF STRUCTURES INC BALL GORDON N INC WA01 - CARPENTERS TRUST OF WESTERN WASHINGTON PANELIZED STRUCTURES COMMERCIAL CASEWORK INC STOCKHAM CONSTRUCTION DILBECK & SONS INC LATHROP CONSTRUCTION ASSOC BHM CONSTRUCTION INC MURATORE INC GRANITE ROCK COMPANY SHASTA CONSTRUCTORS IN G C I INC TOMBLESON INC | ExplanationTxt |