Civic Intelligence

Kentucky Carpenters & Millwrights Cooperative Committee Trust Fund

EIN 26-3227965 • 501(c)4 • Troy, MI

Profile

To provide funding for labor-management and industry advancement and promotion and drug testing for indiana/kentucky/ohio regional council of carpenters and millwrights

700 Tower Drive Suite 300Troy, MI 48098

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Asset Growth

83rd percentile

23%

Faster asset growth than 83% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,167,525

Up $586,780 (+23%) from 2024

Liabilities

Down

$19,157

Down $826 (-4.1%) from 2024

Net Assets

Up

$3,148,368

Up $587,606 (+23%) from 2024

Operations
Liabilities / Revenue46th percentileNet Margin94th percentile

Revenue

Up

$683,598

Up $94,407 (+16%) from 2024

Expenses

Up

$193,667

Up $18,999 (+11%) from 2024

Net Income

Up

$489,931

Up $75,408 (+18%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $1,216,062Liabilities 2016: $0Net Assets 2016: $1,216,0622016Assets 2017: $1,426,480Liabilities 2017: $17,334Net Assets 2017: $1,409,1462017Assets 2018: $1,606,288Liabilities 2018: $3,394Net Assets 2018: $1,602,8942018Assets 2019: $1,789,088Liabilities 2019: $5,540Net Assets 2019: $1,783,5482019Assets 2020: $1,841,841Liabilities 2020: $4,250Net Assets 2020: $1,837,5912020Assets 2021: $1,987,213Liabilities 2021: $4,402Net Assets 2021: $1,982,8112021Assets 2022: $1,943,171Liabilities 2022: $1,654Net Assets 2022: $1,941,5172022Assets 2023: $2,036,747Liabilities 2023: $26,947Net Assets 2023: $2,009,8002023Assets 2024: $2,580,745Liabilities 2024: $19,983Net Assets 2024: $2,560,7622024Assets 2025: $3,167,525Liabilities 2025: $19,157Net Assets 2025: $3,148,3682025

Highlighted filing

2025

Assets$3,167,525
Liabilities$19,157
Net Assets$3,148,368
Open 2025 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2016: $264,638Expenses 2016: $90,291Net Income 2016: $174,3472016Revenue 2017: $270,721Expenses 2017: $88,774Net Income 2017: $181,9472017Revenue 2018: $261,749Expenses 2018: $87,373Net Income 2018: $174,3762018Revenue 2019: $250,097Expenses 2019: $76,882Net Income 2019: $173,2152019Revenue 2020: $235,510Expenses 2020: $223,037Net Income 2020: $12,4732020Revenue 2021: $215,032Expenses 2021: $175,004Net Income 2021: $40,0282021Revenue 2022: $314,068Expenses 2022: $203,718Net Income 2022: $110,3502022Revenue 2023: $407,877Expenses 2023: $363,458Net Income 2023: $44,4192023Revenue 2024: $589,191Expenses 2024: $174,668Net Income 2024: $414,5232024Revenue 2025: $683,598Expenses 2025: $193,667Net Income 2025: $489,9312025

Highlighted filing

2025

Revenue$683,598
Expenses$193,667
Net Income$489,931
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,167,525
Liabilities
$19,157
Net assets
$3,148,368
Revenue
$683,598
Expenses
$193,667
Net income
$489,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.02$3.15$0.68$0.19$0.49
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.02$2.56$0.59$0.17$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.03$2.01$0.41$0.36$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$0.31$0.20$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.98$0.22$0.18$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.24$0.22$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.01$1.78$0.25$0.08$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.60$0.26$0.09$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.02$1.41$0.27$0.09$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.26$0.09$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.0
Gross Receipts
$683,598
Mission and Program Overview

Mission

To provide funding for labor-management and industry advancement and promotion and drug testing for indiana/kentucky regional council of carpenters and millwrights

To provide funding for labor-management and industry advancement and promotion as well as drug testing for the indiana/kentucky/ohio regional council of carpenters

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,475,883$1,908,538▲ $432,655
Investments in Publicly Traded Securities$1,045,840$1,218,070▲ $172,230
Accounts Receivable$57,964$40,009▼ $17,955
Prepaid Expenses and Deferred Charges$1,058$908▼ $150
Total Assets$2,580,745$3,167,525▲ $586,780
Liabilities
Accounts Payable and Accrued Expenses$19,983$19,157▼ $826
Total Liabilities$19,983$19,157▼ $826
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,560,762$3,148,368▲ $587,606
Total Net Assets Fund Balance$2,560,762$3,148,368▲ $587,606
Total Liabilities and Net Assets / Fund Balance$2,580,745$3,167,525▲ $586,780
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Anthony HolbrookChairman
Michael StavitzkeChairman
Kenneth LyonsLabor Truste
Trampas PuckettLabor Truste
Jeff NuttallManagement T
Jp KellyManagement T
Ryan MullManagement T
James Hacker JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$609,026
Investment Income
$74,572
Other Revenue
$0
Change in Net Assets
$489,931

Audited Revenue Reconciliation

Revenue per Audited Statements
$683,268
Revenue Not Reported on Financial Statements
$330
Revenue Not Reported on Form 990
$97,675
Total Revenue per Audited Statements
$780,943
Total Revenue per Form 990
$683,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$193,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$14,710-$14,710
Fees for Services Accounting-$8,575-$8,575
Conferences and Meetings$7,880--$7,880
Fees for Services Other-$3,600-$3,600
Other Expenses$2,011--$2,011
Office Expenses-$1,455-$1,455
Insurance-$1,362-$1,362
Fees for Service Investment Mgmnt Fees-$330-$330
Advertising$150--$150
Total Functional Expenses$163,635$30,032$0$193,667

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$193,667
Expenses per Audited Statements$193,337
Total Expenses per Audited Statements$193,337
Expenses Not Reported on Financial Statements$330
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is distributed, reviewed, and approved by the trustees at a regularly scheduled board of trustees meeting prior to the filing of the tax return.”

Form 990, Page 6, Part VI, Line 12C

“Fund counsel will monitor compliance with the policy annually and cooridinate with trustees.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its policies available on request.”

Filing and Contact Details

Filer

Filer Name
Kentucky Carpenters & Millwrights
EIN
26-3227965
Phone
5024486644
Address
700 TOWER DRIVE SUITE 300, TROY, MI 48098

Signing Officer

Name
Anthony Holbrook
Title
Chairman
Phone
5024486644
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Holbrook
Formed
2008
Legal Domicile
Ky
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240-3797
Preparer
Michelle L Zimmerman
Phone
3175661000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Management evaluates all tax positions taken or expected to be taken on its annual information returns including the position that the fund continues to qualify to be treated as a non-profit entity exempt from income taxes under section 501(c)(4) of the internal revenue code for federal purposes. For the years ended june 30, 2025 and june 30, 2024, fund management does not feel it has taken any tax positions that would not be sustained under examination. Therefore, interest or penalties have not been accrued or charged to expense as of june 30, 2025 and june 30, 2024, and for the years ended. The annual information returns of the fund are subject to examination by taxing authorities for a period of three years from the date they are filed. Fund management believes it is no longer subject to income tax examinations for the tax years prior to 2021.”

Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019983
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019157
IRS990/AccountsReceivableGrp/BOYAmt057964
IRS990/AccountsReceivableGrp/EOYAmt040009
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FUNDING FOR LABOR-MANAGEMENT AND INDUSTRY ADVANCEMENT AND PROMOTION AS WELL AS DRUG TESTING FOR THE INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL OF CARPENTERS
IRS990/AdvertisingGrp/ProgramServicesAmt0150
IRS990/AdvertisingGrp/TotalAmt0150
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0DARRIS GAROUFALIS
IRS990/BooksInCareOfDetail/PhoneNum02488139800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 TOWER DRIVE STE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0TROY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048098
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01475883
IRS990/CashNonInterestBearingGrp/EOYAmt01908538
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07880
IRS990/ConferencesMeetingsGrp/TotalAmt07880
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt074572
IRS990/CYOtherExpensesAmt0193667
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0609026
IRS990/CYRevenuesLessExpensesAmt0489931
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0193667
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0683598
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO FUND DRUG SCREENINGS AND DRUG EDUCATION PROGRAMS TO HELP FOSTER IMPROVEMENTS IN OCCUPATIONAL SAFETY AND HEALTH AND OTHER WORKING CONDITIONS IN THE CONSTRUCTION INDUSTRY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0155725
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08575
IRS990/FeesForServicesAccountingGrp/TotalAmt08575
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt014710
IRS990/FeesForServicesLegalGrp/TotalAmt014710
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03600
IRS990/FeesForServicesOtherGrp/TotalAmt03600
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0330
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0330
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0ANTHONY HOLBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES HACKER JR
IRS990/Form990PartVIISectionAGrp/PersonNm2JP KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm3KENNETH LYONS
IRS990/Form990PartVIISectionAGrp/PersonNm4RYAN MULL
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF NUTTALL
IRS990/Form990PartVIISectionAGrp/PersonNm6TRAMPAS PUCKETT
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL STAVITZKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2MANAGEMENT T
IRS990/Form990PartVIISectionAGrp/TitleTxt3LABOR TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT T
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT T
IRS990/Form990PartVIISectionAGrp/TitleTxt6LABOR TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0683598
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01362
IRS990/InsuranceGrp/TotalAmt01362
IRS990/InvestmentIncomeGrp/ExclusionAmt074572
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074572
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01045840
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01218070
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FUNDING FOR LABOR-MANAGEMENT AND INDUSTRY ADVANCEMENT AND PROMOTION AND DRUG TESTING FOR INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL OF CARPENTERS AND MILLWRIGHTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02560762
IRS990/NetAssetsOrFundBalancesEOYAmt03148368
IRS990/NetUnrlzdGainsLossesInvstAmt097675
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02560762
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03148368
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01455
IRS990/OfficeExpensesGrp/TotalAmt01455
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PROGRAM COORDINATOR
IRS990/OtherExpensesGrp/Desc1DRUG SCREENING
IRS990/OtherExpensesGrp/ProgramServicesAmt0153594
IRS990/OtherExpensesGrp/ProgramServicesAmt12011
IRS990/OtherExpensesGrp/TotalAmt0153594
IRS990/OtherExpensesGrp/TotalAmt12011
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01058
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0908
IRS990/PrincipalOfficerNm0ANTHONY HOLBROOK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0609026
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0609026
IRS990/ProgSrvcAccomActy2Grp/Desc0TO FACILITATE AN IMPROVEMENT IN COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT, AND ENGENDER COOPERATIVE AND HARMONIOUS RELATIONS BETWEEN LABOR AND MANAGEMENT IN THE CONSTRUCTION INDUSTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07910
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0141130
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt022758
IRS990/PYOtherExpensesAmt0174668
IRS990/PYProgramServiceRevenueAmt0566433
IRS990/PYRevenuesLessExpensesAmt0414523
IRS990/PYTotalExpensesAmt0174668
IRS990/PYTotalRevenueAmt0589191
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0489931
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0467896
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0330
IRS990ScheduleD/ExpensesSubtotalAmt0193337
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0330
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0330
IRS990ScheduleD/NetUnrealizedGainsInvstAmt097675
IRS990ScheduleD/RevenueNotReportedAmt097675
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0330
IRS990ScheduleD/RevenueSubtotalAmt0683268
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT EVALUATES ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS ANNUAL INFORMATION RETURNS INCLUDING THE POSITION THAT THE FUND CONTINUES TO QUALIFY TO BE TREATED AS A NON-PROFIT ENTITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE FOR FEDERAL PURPOSES. FOR THE YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024, FUND MANAGEMENT DOES NOT FEEL IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT BE SUSTAINED UNDER EXAMINATION. THEREFORE, INTEREST OR PENALTIES HAVE NOT BEEN ACCRUED OR CHARGED TO EXPENSE AS OF JUNE 30, 2025 AND JUNE 30, 2024, AND FOR THE YEARS ENDED. THE ANNUAL INFORMATION RETURNS OF THE FUND ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. FUND MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE TAX YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt0193667
IRS990ScheduleD/TotalRevenuePerForm990Amt0683598
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0780943
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0193337
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS DISTRIBUTED, REVIEWED, AND APPROVED BY THE TRUSTEES AT A REGULARLY SCHEDULED BOARD OF TRUSTEES MEETING PRIOR TO THE FILING OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUND COUNSEL WILL MONITOR COMPLIANCE WITH THE POLICY ANNUALLY AND COORIDINATE WITH TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS POLICIES AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INDIANA KENTUCKY OHIO REGIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0COUNCIL OF CARPENTERS - 35-1074694
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0351074694
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LAB. UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01245 DURRETT LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOUISVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd040213
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02580745
IRS990/TotalAssetsEOYAmt03167525
IRS990/TotalAssetsGrp/BOYAmt02580745
IRS990/TotalAssetsGrp/EOYAmt03167525
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030032
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0163635
IRS990/TotalFunctionalExpensesGrp/TotalAmt0193667
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019983
IRS990/TotalLiabilitiesEOYAmt019157
IRS990/TotalLiabilitiesGrp/BOYAmt019983
IRS990/TotalLiabilitiesGrp/EOYAmt019157
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02560762
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03148368
IRS990/TotalProgramServiceExpensesAmt0163635
IRS990/TotalProgramServiceRevenueAmt0609026
IRS990/TotalRevenueGrp/ExclusionAmt074572
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0609026
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0683598
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02580745
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03167525
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0700 TOWER DRIVE
IRS990/USAddress/AddressLine2Txt0SUITE 300
IRS990/USAddress/CityNm0TROY
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048098
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY HOLBROOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05024486644
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENTUCKY CARPENTERS & MILLWRIGHTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COOPERATIVE COMMITTEE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0KENT
ReturnHeader/Filer/EIN0263227965
ReturnHeader/Filer/PhoneNum05024486644
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 TOWER DRIVE SUITE 300
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205520612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L M HENDERSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 E 96TH ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462403797
ReturnHeader/PreparerPersonGrp/PhoneNum03175661000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE L ZIMMERMAN
ReturnHeader/ReturnTs02025-10-31T08:35:09-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.