SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST (EIN 95-6042873)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-12
- IRS object ID
- 201201949349300515
- Schema version
- 2011v1.2
- Note
- A later return for the same period supersedes this one.
- 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) |
|---|---|---|
| Timestamp | 2012-07-12T10:06:49-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952556670 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD KOTKIN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 S FREMONT AVENUE SUITE 802 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956042873 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 2133868590 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 SOUTH FREMONT AVENUE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD SCHOEN | Name |
| Title | EXECUTIVE ADMINISTRATOR | Title |
| Phone | 2133868590 | Phone |
| Date Signed | 2012-07-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VINCENT P ROGERS | Name |
| PTIN | P01236562 | PTIN |
| Phone | 2138929090 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RONALD SCHOEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 S FREMONT AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 321176715 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | CARPENTERSSW.ORG/HEALTHWELFARE.HTML | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE MEDICAL AND RELATED BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 189728686 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 235708108 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6088067 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1271821 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 195816753 | TotalRevenuePriorYear |
| Total Revenue Current Year | 236979929 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 232312568 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 218498505 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10422174 | OtherExpensePriorYear |
| Other Expenses Current Year | 7988222 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 242734742 | TotalExpensesPriorYear |
| Total Expenses Current Year | 226486727 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -46917989 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10493202 | RevenuesLessExpensesCY |
| Total Assets BOY | 123135509 | TotalAssetsBOY |
| Total Assets EOY | 110557330 | TotalAssetsEOY |
| Total Liabilities BOY | 164408822 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 145637020 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -41273313 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -35079690 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE MEDICAL AND RELATED BENEFITS TO PARTICIPANTS AND QUALIFYING DEPENDENTS IN ACCORDANCE WITH THE TRUST AGREEMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 225987543 | Expense |
| Description | TO PROVIDE MEDICAL AND RELATED BENEFITS TO APPROXIMATELY 26,088 PARTICIPANTS AND QUALIFYING DEPENDENTS IN ACCORDANCE WITH THE TRUST AGREEMENT. | Description |
| Total Program Service Expense | 225987543 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3029 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTERS SOUTHWEST ADMIN CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2133868590 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 S FREMONT AVENUE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|
| DOUGLAS MC CARRON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WAYNE CATALANO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES K BERNSEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CURTIS CONYERS JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KIM FROMER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD HARRIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BERT LEWITT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RONALD N TUTOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FLOYD CLAY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TRAVIS WINSOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MIKE MCCARRON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GORDON HUBEL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RALPH LARISON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RANDY HIGHLAND | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARC FURMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RONALD SCHOEN | ||||||
| EXECUTIVE ADMINISTRATOR | 40.00 | 0 | 222006 | 28722 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 222006 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 28722 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DECARLO CONNOR AND SHANLEY | |||||
| 533 SOUTH FREMONT AVENUE | LOS ANGELES | CA | 90071 | LEGAL | 702960 |
| THE SEGAL COMPANY | |||||
| PO BOX 4070 | NEW YORK | NY | 10261 | ACTUARY | 348787 |
| MANATT PHELPS PHILLIPS | |||||
| 11355 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | LEGAL | 199907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYERS CONTRIBUTION | 900099 | 217874933 | 217874933 |
| PARTICIPANT CONTRIBUTI | 900099 | 11501464 | 11501464 |
| VACATION TRUST DISTRIB | 900099 | 6240317 | 6240317 |
| LIQUIDATED DAMAGES | 900099 | 91394 | 91394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 235708108 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1092706 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1092706 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 84375901 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 84196786 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 179115 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 179115 | TotalRevenueColumn |
| Related Or Exempt Function Income | 179115 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 236979929 | TotalRevenueColumn |
| Related Or Exempt Function Income | 236979929 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218498505 | Total |
| Program Services | 218498505 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456335 | Total |
| Management And General | 456335 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42849 | Total |
| Management And General | 42849 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77923 | Total |
| Program Services | 77923 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| ADMINISTRATIVE SERVICES | 2924648 | 2924648 |
| MEDICAL CLAIMS PROCESSI | 2372552 | 2372552 |
| PREFERRED PROVIDER NETW | 915200 | 915200 |
| LEGAL FEES COLLECTION P | 423760 | 423760 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774955 | Total |
| Program Services | 774955 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226486727 | Total |
| Program Services | 225987543 | ProgramServices |
| Management And General | 499184 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8035976 | BOY |
| EOY | 853613 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16013037 | BOY |
| EOY | 36838201 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14996571 | BOY |
| EOY | 29400252 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42430 | BOY |
| EOY | 30411 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60476061 | BOY |
| EOY | 24853279 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22861791 | BOY |
| EOY | 17873355 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 709643 | BOY |
| EOY | 708219 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123135509 | BOY |
| EOY | 110557330 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505822 | BOY |
| EOY | 379181 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163903000 | BOY |
| EOY | 145257839 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164408822 | BOY |
| EOY | 145637020 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -41273313 | BOY |
| EOY | -35079690 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -41273313 | BOY |
| EOY | -35079690 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123135509 | BOY |
| EOY | 110557330 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10493202 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4299579 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 17873355 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17873355 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GROUP INSURANCE PREMIUMS AND MEDICAL CLAIMS PAYABLE | $144,274,800 |
| DRAFTS OUTSTANDING | $263,959 |
| ACCOUNTS PAYABLE- CARPENTERS SOUTHWEST ADMIN. CORP. | $719,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 145257839 | TotalOfAmounts |
| Total Revenue | 236979929 | TotalRevenue |
| Total Expenses | 226486727 | TotalExpenses |
| Excess Or Deficit For Year | 10493202 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4299579 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -4299579 | TotalAdjustments |
| Excess Or Deficit Per FS | 6193623 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 232602427 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 232602427 | RevenueSubtotal |
| Investment Expenses Not Included | 77923 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 4299579 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4377502 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 236979929 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 241970804 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 159836800 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 159836800 | ExpensesNotRptdF990 |
| Expenses Subtotal | 82134004 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 77923 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 144274800 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 144352723 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 226486727 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UNREALIZED DEPRECIATION IN CURRENT VALUE OF INVESTMENTS HELD 4,299,579. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | BENEFIT OBLIGATIONS AT DECEMBER 31, 2010 159,836,800. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | BENEFIT OBLIGATIONS AT DECEMBER 31, 2011 144,274,800. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RONALD SCHOEN | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 213096 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 8910 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 20833 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 7889 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 250728 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY RONALD A. SCHOEN, EXECUTIVE ADMINISTRATOR. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATORS OFFICE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -4,299,579. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990. PART XII, LINE 2B AND 2C- | THE BOARD OF TRUSTESS APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR TRUSTEES' MEETING. THE ANNUAL AUDITOR'S ENGAGEMENTS ARE APPROVED BY THE BOARD OF TRUSTEES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHWEST CARPENTERS PENSION TRUST | ||||||||||
| 533 SOUTH FREMONT AVENUE | LOS ANGELES | CA | 90071 | 956042875 | TO PROVIDE PENSION BENEFITS | CA | 501(A) | NONE | N/A | 0 |
| SOUTHWEST CARPENTERS TRAINING TRUST | ||||||||||
| 533 SOUTH FREMONT AVENUE | LOS ANGELES | CA | 90071 | 952106266 | TO PROVIDE EDUCATION AND TRAINING | CA | 501(C)(5) | NONE | N/A | 0 |
| SOUTHWEST CARPENTERS VACATION TRUST | ||||||||||
| 533 SOUTH FREMONT AVENUE | LOS ANGELES | CA | 90071 | 956042279 | TO PROVIDE VACATION BENEFITS | CA | 501(C)(9) | NONE | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 SOUTH FREMONT AVENUE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953687194 | EIN |
| Primary Activity | TO PROVIDE ADMINISTRATIVE SERVICES | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION | ||
| O | 2985989 | PERCENTAGE ALLOCATION |
| CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION- CLAIMS | ||
| O | 2372552 | PERCENTAGE ALLOCATION |
| CARPENTERS CONTRACTORS COOPERATION COMMITTEE INC | ||
| R | 4393561 | TRUST AGREEMENT |