Civic Intelligence

Carpenters International Training Fund

990 • Fiscal year 2019 • EIN 52-6447063

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 14, 2020

212 Carpenters Union WayLas Vegas, NV 89119

(702) 938-1111

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.09x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

35th percentile

0.15x

Higher debt load relative to revenue than 35% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

14th percentile

-16%

Higher net margin than 14% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

67th percentile

$395,632

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

12th percentile

-3.9%

Faster asset growth than 12% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

5.9%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Down

$75,371,124

Down $3,019,200 (-3.9%) from 2018

Net Assets

Down

$68,684,181

Down $425,975 (-0.6%) from 2018

Liabilities

Down

$6,686,943

Down $2,593,225 (-28%) from 2018

Revenue

Up

$45,493,225

Up $2,539,125 (+5.9%) from 2018

Expenses

Down

$52,986,423

Down $1,178,659 (-2.2%) from 2018

Net Income

Up

-$7,493,198

Up $3,717,784 (+33%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $65,655,065Liabilities 2010: $2,589,684Net Assets 2010: $63,065,3812010Assets 2011: $75,054,138Liabilities 2011: $2,585,781Net Assets 2011: $72,468,3572011Assets 2012: $94,632,958Liabilities 2012: $3,325,239Net Assets 2012: $91,307,7192012Assets 2013: $107,547,788Liabilities 2013: $5,934,633Net Assets 2013: $101,613,1552013Assets 2014: $114,701,101Liabilities 2014: $8,405,932Net Assets 2014: $106,295,1692014Assets 2015: $98,315,583Liabilities 2015: $6,512,449Net Assets 2015: $91,803,1342015Assets 2016: $95,715,510Liabilities 2016: $7,889,328Net Assets 2016: $87,826,1822016Assets 2017: $90,327,160Liabilities 2017: $6,258,051Net Assets 2017: $84,069,1092017Assets 2018: $78,390,324Liabilities 2018: $9,280,168Net Assets 2018: $69,110,1562018Assets 2019: $75,371,124Liabilities 2019: $6,686,943Net Assets 2019: $68,684,1812019Assets 2020: $98,683,848Liabilities 2020: $2,578,699Net Assets 2020: $96,105,1492020Assets 2021: $129,909,108Liabilities 2021: $6,077,549Net Assets 2021: $123,831,5592021Assets 2022: $132,329,138Liabilities 2022: $16,912,500Net Assets 2022: $115,416,6382022Assets 2023: $155,401,129Liabilities 2023: $16,454,451Net Assets 2023: $138,946,6782023Assets 2024: $166,881,977Liabilities 2024: $10,591,370Net Assets 2024: $156,290,6072024

Highlighted filing

2019

Assets$75,371,124
Liabilities$6,686,943
Net Assets$68,684,181

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2010: $17,693,1672010Expenses 2011: $18,554,7102011Expenses 2012: $19,831,5542012Revenue 2013: $34,779,821Expenses 2013: $28,693,720Net Income 2013: $6,086,1012013Revenue 2014: $41,219,972Expenses 2014: $38,749,109Net Income 2014: $2,470,8632014Revenue 2015: $34,742,542Expenses 2015: $45,132,591Net Income 2015: -$10,390,0492015Revenue 2016: $40,241,920Expenses 2016: $48,130,540Net Income 2016: -$7,888,6202016Revenue 2017: $44,957,247Expenses 2017: $49,205,858Net Income 2017: -$4,248,6112017Revenue 2018: $42,954,100Expenses 2018: $54,165,082Net Income 2018: -$11,210,9822018Revenue 2019: $45,493,225Expenses 2019: $52,986,423Net Income 2019: -$7,493,1982019Revenue 2020: $47,979,165Expenses 2020: $27,391,070Net Income 2020: $20,588,0952020Revenue 2021: $64,985,553Expenses 2021: $25,278,197Net Income 2021: $39,707,3562021Revenue 2022: $50,975,321Expenses 2022: $43,558,657Net Income 2022: $7,416,6642022Revenue 2023: $60,025,418Expenses 2023: $45,521,693Net Income 2023: $14,503,7252023Revenue 2024: $54,033,695Expenses 2024: $47,899,315Net Income 2024: $6,134,3802024

Highlighted filing

2019

Revenue$45,493,225
Expenses$52,986,423
Net Income-$7,493,198
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 14, 2020
Return Version
2019v5.1
Gross Receipts
$74,297,099
Mission and Program Overview

Mission

Provide a central support structure for affiliated joint apprenticeship and training and health and safety education committees.

Provide a central support structure for affiliated joint apprenticeship and training and health and safety education committees

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$41,923,466$47,026,151▲ $5,102,685
Investments in Publicly Traded Securities$17,992,591$14,849,083▼ $3,143,508
Other Notes and Loans Receivable, Net$4,306,204$4,174,005▼ $132,199
Accounts Receivable$3,587,224$3,865,878▲ $278,654
Land, Buildings, and Equipment, Net$2,328,677$1,806,519▼ $522,158
Inventories for Sale or Use$1,786,911$1,615,156▼ $171,755
Savings and Temporary Cash Investments$5,667,918$1,169,201▼ $4,498,717
Cash and Non-Interest-Bearing Accounts$692,621$794,159▲ $101,538
Total Assets$78,390,324$75,371,124▼ $3,019,200
Other Assets Total$104,712$70,972▼ $33,740
Liabilities
Accounts Payable and Accrued Expenses$8,151,281$5,608,675▼ $2,542,606
Other Liabilities$1,128,887$1,078,268▼ $50,619
Total Liabilities$9,280,168$6,686,943▼ $2,593,225
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$69,110,156$68,684,181▼ $425,975
Total Net Assets Fund Balance$69,110,156$68,684,181▼ $425,975
Total Liabilities and Net Assets / Fund Balance$78,390,324$75,371,124▼ $3,019,200

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$862,510$2,739,610$3,602,120
Leasehold Improvements$872,705$1,206,290$2,078,995
Other Land Buildings$71,304$33,155$104,459
Other Securities$29,504,767--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William K IrwinExecutive DirectorFT$279,566$116,066$395,632
Royce PetersSr. Tech CoordinatorFT$161,914$75,168$237,082
Lyle HammTechnical CoordinatorFT$161,914$72,777$234,691
James E StaffordTechnical CoordinatorFT$150,705$72,123$222,828
James C VodickaTechnical CoordinatorFT$129,243$64,524$193,767
Douglas FaganTechnical CoordinatorFT$133,440$25,335$158,775

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
The Format Group LLCEducation Services1621 E 7TH STREET, Austin, TX 78702$2,117,326
Segal ConsultingComputer Consulting333 WEST 34TH STREET, New York, NY 10001$1,379,468
Premier Technology SolutionsComputer Consulting232 MADISON AVENUE, New York, NY 10016$1,349,485
Cooperative Personnel ServicesTemporary HelpDEPT 34327, San Francisco, CA 94139$1,017,288
Penn State UniversityEducation Services121 OUTREACH BUILDING, University Park, PA 16802$472,844
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$43,167,274
Investment Income
$3,111,892
Other Revenue
$-785,941
Change in Net Assets
$-7,493,198

Audited Revenue Reconciliation

Revenue per Audited Statements
$45,347,692
Revenue Not Reported on Financial Statements
$145,533
Revenue Not Reported on Form 990
$7,067,223
Total Revenue per Audited Statements
$52,414,915
Total Revenue per Form 990
$45,493,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,867,776
Salaries, Compensation, and Employee Benefits$4,270,874
Grants and Similar Amounts Paid$1,847,773
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$3,279,972
Occupancy---$2,383,581
Other Salaries and Wages---$2,248,836
Other Expenses---$2,197,554
Grants to Domestic Individuals---$1,619,222
Other Employee Benefits---$801,073
Office Expenses---$752,595
Depreciation Depletion---$679,029
Pension Plan Contributions---$595,638
Payments to Affiliates---$491,845
Fees for Services Accounting---$426,161
Current Officers, Directors, Trustees, and Key Employees---$395,632
Payroll Taxes---$229,695
Foreign Grants---$228,551
Fees for Service Investment Mgmnt Fees---$145,533
Insurance---$56,496
Travel---$35,498
Fees for Services Legal---$15,418
Conferences and Meetings---$3,214
Total Functional Expenses$0$0$0$52,986,423

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$52,986,423
Expenses per Audited Statements$52,840,890
Total Expenses per Audited Statements$52,840,890
Expenses Not Reported on Financial Statements$145,533
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$1,808,040

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America, Canada, and Mexico, But Not the United StatesTraining Activities-00$1,808,040
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
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to United Brotherhood of Carpenters and Joiners of America$1,078,268
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Upon receiving the prepared form 990 from an independent certified public accountant, the subcommittee reviews the return for accuracy. The return is then reviewed by the authorized signer for accuracy and approval.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, and financial statements available to the members upon request. The organization does not make any of the documents available to the general public. The organization does not have a formal written conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Carpenters International Training Fund
EIN
52-6447063
Phone
7029381111
Address
212 CARPENTERS UNION WAY, LAS VEGAS, NV 89119

Signing Officer

Name
Douglas J Mccarron
Title
Chairman
Phone
7029381111
Signed
2020-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas J Mccarron
Formed
1990
Legal Domicile
Nv
Voting Board Members
12
Independent Board Members
6
Employees
33
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

The fund follows the authoritative guidance relating to accounting for uncertainty in income taxes included in accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The fund performed an evaluation of uncertain tax positions for the year ended december 31, 2019, and determined that there were no additional matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. Accordingly, no provision for income tax is included in these financial statements. As of december 31, 2019, the statute of limitations for tax years 2016 through 2018 remains open with the u.s. Federal jurisdiction the fund files returns.

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IRS990/Form990PartVIISectionAGrp/PersonNm13ROYCE PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm14LYLE HAMM
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES E STAFFORD
IRS990/Form990PartVIISectionAGrp/PersonNm16DOUGLAS FAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES C VODICKA
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12293867
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13162004
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14162172
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15151467
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16133440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17130049
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SR. TECH COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TECHNICAL COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TECHNICAL COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TECHNICAL COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TECHNICAL COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02413486
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01619222
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt027619988
IRS990/GrossReceiptsAmt074297099
IRS990/GrossSalesOfInventoryAmt02680292
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt015
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt056496
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01786911
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01615156
IRS990/InvestmentIncomeGrp/ExclusionAmt0698406
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0698406
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt041923466
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt047026151
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017992591
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014849083
IRS990/IRPDocumentCnt090
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03979055
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02328677
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01806519
IRS990/LandBldgEquipCostOrOtherBssAmt05785574
IRS990/LegalDomicileStateCd0NV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt025206502
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE A CENTRAL SUPPORT STRUCTURE FOR AFFILIATED JOINT APPRENTICESHIP AND TRAINING AND HEALTH AND SAFETY EDUCATION COMMITTEES.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt069110156
IRS990/NetAssetsOrFundBalancesEOYAmt068684181
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02413486
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02413486
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-917080
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-917080
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07067223
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt069110156
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt068684181
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt02383581
IRS990/OfficeExpensesGrp/TotalAmt0752595
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0104712
IRS990/OtherAssetsTotalGrp/EOYAmt070972
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0801073
IRS990/OtherExpensesGrp/Desc0TRAINING FACILITIES
IRS990/OtherExpensesGrp/Desc1TRANSPORTATION EXPENSES
IRS990/OtherExpensesGrp/Desc2OUTSIDE INSTRUCTORS
IRS990/OtherExpensesGrp/Desc3EDUCATION MATERIALS, SU
IRS990/OtherExpensesGrp/TotalAmt018119595
IRS990/OtherExpensesGrp/TotalAmt19560103
IRS990/OtherExpensesGrp/TotalAmt28721182
IRS990/OtherExpensesGrp/TotalAmt32197554
IRS990/OtherLiabilitiesGrp/BOYAmt01128887
IRS990/OtherLiabilitiesGrp/EOYAmt01078268
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0GAIN ON FOREIGN CURRENCY
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt087853
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt143286
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt087853
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt143286
IRS990/OtherRevenueTotalAmt0131139
IRS990/OtherSalariesAndWagesGrp/TotalAmt02248836
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04306204
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04174005
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt0491845
IRS990/PayrollTaxesGrp/TotalAmt0229695
IRS990/PensionPlanContributionsGrp/TotalAmt0595638
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DOUGLAS J MCCARRON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043167274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043167274
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt02425436
IRS990/PYInvestmentIncomeAmt05444106
IRS990/PYOtherExpensesAmt048133049
IRS990/PYOtherRevenueAmt0-1437858
IRS990/PYProgramServiceRevenueAmt038947852
IRS990/PYRevenuesLessExpensesAmt0-11210982
IRS990/PYSalariesCompEmpBnftPaidAmt03606597
IRS990/PYTotalExpensesAmt054165082
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt042954100
IRS990/ReconcilationRevenueExpnssAmt0-7493198
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05667918
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01169201
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0862510
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02739610
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03602120
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0145533
IRS990ScheduleD/ExpensesSubtotalAmt052840890
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0145533
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0145533
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0872705
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01206290
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02078995
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07067223
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt071304
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033155
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0104459
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01078268
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017521384
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt129504767
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt07067223
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0145533
IRS990ScheduleD/RevenueSubtotalAmt045347692
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2019, AND DETERMINED THAT THERE WERE NO ADDITIONAL MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. ACCORDINGLY, NO PROVISION FOR INCOME TAX IS INCLUDED IN THESE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2019, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2016 THROUGH 2018 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION THE FUND FILES RETURNS.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$167$10.6$156$54.0$47.9$6.13
2023Summary only. Only limited summary data is available for this year.$155$16.5$139$60.0$45.5$14.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$16.9$115$51.0$43.6$7.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$6.08$124$65.0$25.3$39.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.7$2.58$96.1$48.0$27.4$20.6
2019Detailed filing. Detailed filing data is available for this year.$75.4$6.69$68.7$45.5$53.0$7.49
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.4$9.28$69.1$43.0$54.2$11.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.3$6.26$84.1$45.0$49.2$4.25
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.7$7.89$87.8$40.2$48.1$7.89
2015Detailed filing. Detailed filing data is available for this year.$98.3$6.51$91.8$34.7$45.1$10.4
2014Detailed filing. Detailed filing data is available for this year.$115$8.41$106$41.2$38.7$2.47
2013Detailed filing. Detailed filing data is available for this year.$108$5.93$102$34.8$28.7$6.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.6$3.33$91.3$19.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.1$2.59$72.5$18.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.7$2.59$63.1$17.7