Civic Intelligence

Montana-Wyoming Carpenters Joint

EIN 81-6028543 • 501(c)5 • Los Angeles, CA

View Organization Page

Profile

Apprenticeship Training

533 S Fremont AveLos Angeles, CA 90071

n/A

Siviq Scores

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

Liabilities / Assets

80th percentile

0.05x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.12x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2022

Net Margin

2nd percentile

-83%

Higher net margin than 2% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

501(c)5 • $500k-$1M nonprofits • Source year 2022

Asset Growth

5th percentile

-26%

Faster asset growth than 5% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-42%

Faster revenue growth than 3% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$646,267

Down $232,117 (-26%) from 2021

Liabilities

Up

$34,400

Up $11,170 (+48%) from 2021

Net Assets

Down

$611,867

Down $243,287 (-28%) from 2021

Operations
Liabilities / Revenue86th percentileNet Margin2nd percentile

Revenue

Down

$275,837

Down $203,503 (-42%) from 2021

Expenses

Up

$504,316

Up $91,308 (+22%) from 2021

Net Income

Down

-$228,479

Down $294,811 (-444%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $996,261Liabilities 2011: $3,676Net Assets 2011: $992,5852011Assets 2012: $1,036,095Liabilities 2012: $633Net Assets 2012: $1,035,4622012Assets 2013: $1,028,062Liabilities 2013: $10,809Net Assets 2013: $1,017,2532013Assets 2014: $999,387Liabilities 2014: $11,069Net Assets 2014: $988,3182014Assets 2015: $1,126,527Liabilities 2015: $12,938Net Assets 2015: $1,113,5892015Assets 2016: $1,112,017Liabilities 2016: $49,092Net Assets 2016: $1,062,9252016Assets 2017: $1,023,935Liabilities 2017: $12,303Net Assets 2017: $1,011,6322017Assets 2018: $814,843Liabilities 2018: $46,943Net Assets 2018: $767,9002018Assets 2019: $730,577Liabilities 2019: $22,809Net Assets 2019: $707,7682019Assets 2020: $830,546Liabilities 2020: $46,397Net Assets 2020: $784,1492020Assets 2021: $878,384Liabilities 2021: $23,230Net Assets 2021: $855,1542021Assets 2022: $646,267Liabilities 2022: $34,400Net Assets 2022: $611,8672022

Highlighted filing

2022

Assets$646,267
Liabilities$34,400
Net Assets$611,867
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $470,323Expenses 2011: $279,606Net Income 2011: $190,7172011Expenses 2012: $245,3062012Expenses 2013: $205,6032013Revenue 2014: $216,222Expenses 2014: $242,105Net Income 2014: -$25,8832014Revenue 2015: $233,678Expenses 2015: $263,910Net Income 2015: -$30,2322015Revenue 2016: $258,026Expenses 2016: $307,905Net Income 2016: -$49,8792016Revenue 2017: $252,571Expenses 2017: $321,887Net Income 2017: -$69,3162017Revenue 2018: $275,685Expenses 2018: $522,731Net Income 2018: -$247,0462018Revenue 2019: $329,205Expenses 2019: $387,277Net Income 2019: -$58,0722019Revenue 2020: $468,556Expenses 2020: $393,395Net Income 2020: $75,1612020Revenue 2021: $479,340Expenses 2021: $413,008Net Income 2021: $66,3322021Revenue 2022: $275,837Expenses 2022: $504,316Net Income 2022: -$228,4792022

Highlighted filing

2022

Revenue$275,837
Expenses$504,316
Net Income-$228,479
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$646,267
Liabilities
$34,400
Net assets
$611,867
Revenue
$275,837
Expenses
$504,316
Net income
-$228,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.03$0.61$0.28$0.50$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.02$0.86$0.48$0.41$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.05$0.78$0.47$0.39$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.71$0.33$0.39$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.05$0.77$0.28$0.52$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.25$0.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.05$1.06$0.26$0.31$0.05
2015Summary only. Only limited summary data is available for this year.$1.13$0.01$1.11$0.23$0.26$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.22$0.24$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.01$1.02$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.25
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.99$0.47$0.28$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$822,433
Mission and Program Overview

Mission

Apprenticeship Training

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$855,154$611,867▼ $243,287
Land, Buildings, and Equipment, Net$557,217$500,410▼ $56,807
Investments in Publicly Traded Securities$161,241$57,030▼ $104,211
Cash and Non-Interest-Bearing Accounts$86,376$37,240▼ $49,136
Accounts Receivable$52,700$28,385▼ $24,315
Prepaid Expenses and Deferred Charges$16,693$18,315▲ $1,622
Savings and Temporary Cash Investments$4,157$4,887▲ $730
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$878,384$646,267▼ $232,117
Liabilities
Accounts Payable and Accrued Expenses$23,230$27,357▲ $4,127
Other Liabilities$0$7,043▲ $7,043
Total Liabilities$23,230$34,400▲ $11,170
Net Assets / Fund Balance
Total Net Assets Fund Balance$855,154$611,867▼ $243,287
Total Liabilities and Net Assets / Fund Balance$878,384$646,267▼ $232,117

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$359,765$339,428$699,193
Equipment$91,785$241,893$333,678
Land$48,559-$48,559
Leasehold Improvements$301$17,880$18,181
Other Land Buildings$0$5,530$5,530
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Mario MartinezChairman
Dan LangfordTrustee
James GleasonTrustee
Mark LowmanTrustee
Joel WorthTrustee (outgoing)
Riley MccauleyTrustee (outgoing)
Dale MayernikSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$262,510
Investment Income
$9,569
Other Revenue
$3,758
Change in Net Assets
$-228,479

Audited Revenue Reconciliation

Revenue per Audited Statements
$275,837
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-14,808
Total Revenue per Audited Statements
$261,029
Total Revenue per Form 990
$275,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,375
Salaries, Compensation, and Employee Benefits$113,176
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$186,765
Current Officers, Directors, Trustees, and Key Employees---$79,098
Occupancy---$65,613
Depreciation Depletion---$45,631
Other Employee Benefits---$26,519
Travel---$18,626
Fees for Services Management---$17,316
Office Expenses---$14,674
Fees for Services Accounting---$8,847
Fees for Services Legal---$8,335
Payroll Taxes---$7,559
Advertising---$4,755
Fees for Service Investment Mgmnt Fees---$4,500
Other Expenses---$525
Total Functional Expenses$0$0$0$504,316

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$504,316
Total Expenses per Audited Statements$504,316
Total Expenses per Form 990$504,316
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$7,043
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Day to day trust duties were delegated to a third party administrator, zenith american solutions, inc.”

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

“Form 990 is reviewed by the board and approved by the chairman before filing.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Montana-wyoming Carpenters Joint
EIN
81-6028543
Phone
5093280300
Address
PO BOX 5434, SPOKANE, WA 99205

Signing Officer

Name
Mario Martinez
Title
Chairman
Phone
5093280300
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mario Martinez
Formed
1972
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
5

Preparer

Firm
Anastasi Moore & Martin Pllc
Address
9 S WASHINGTON ST STE 600, SPOKANE, WA 99201
Preparer
Paul Anastasi CPA
Phone
5093230272
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined and informed the trust by a letter dated may 7, 1984, that the trust is designed in accordance with applicable sections of the internal revenue code (irc). The trust has been amended since receiving the determination letter. However, the trust sponsor believes that the trust is designed and is currently being operated in compliance with the applicable requirements of the irc. The trust has adopted fasb accounting standards codification (asc 740-10), relating to accounting for uncertain tax positions. Asc 740-10 prescribes a recognition threshold and measurement process for accounting for uncertain tax positions and also provides guidance on various related matters such as derecognition, interest, penalties, and disclosures required. The trust does not have any uncertain tax positions. The trust files form 990, return of organization exempt from income tax.”

Raw XML Appendix353 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023230
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt027357
IRS990/AccountsReceivableGrp/BOYAmt052700
IRS990/AccountsReceivableGrp/EOYAmt028385
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0APPRENTICESHIP TRAINING
IRS990/AdvertisingGrp/TotalAmt04755
IRS990/BenefitsToMembersGrp/TotalAmt0186765
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum05093280300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 WEST CATALDO SUITE 220
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPOKANE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099201
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt086376
IRS990/CashNonInterestBearingGrp/EOYAmt037240
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt079098
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0186765
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09569
IRS990/CYOtherExpensesAmt0204375
IRS990/CYOtherRevenueAmt03758
IRS990/CYProgramServiceRevenueAmt0262510
IRS990/CYRevenuesLessExpensesAmt0-228479
IRS990/CYSalariesCompEmpBnftPaidAmt0113176
IRS990/CYTotalExpensesAmt0504316
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0275837
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/TotalAmt045631
IRS990/Desc0TRUST PROVIDES TRAINING FOR APPRENTICE CARPENTERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt08847
IRS990/FeesForServicesLegalGrp/TotalAmt08335
IRS990/FeesForServicesManagementGrp/TotalAmt017316
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIO MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1DALE MAYERNIK
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK LOWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3RILEY MCCAULEY
IRS990/Form990PartVIISectionAGrp/PersonNm4JOEL WORTH
IRS990/Form990PartVIISectionAGrp/PersonNm5DAN LANGFORD
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES GLEASON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE (OUTGOING)
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE (OUTGOING)
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1242
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0545354
IRS990/GrossReceiptsAmt0822433
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010811
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010811
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0161241
IRS990/InvestmentsPubTradedSecGrp/EOYAmt057030
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0604731
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0557217
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0500410
IRS990/LandBldgEquipCostOrOtherBssAmt01105141
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0546596
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0APPRENTICESHIP TRAINING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0855154
IRS990/NetAssetsOrFundBalancesEOYAmt0611867
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1242
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1242
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-14808
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt065613
IRS990/OfficeExpensesGrp/TotalAmt014674
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026519
IRS990/OtherExpensesGrp/Desc0VEHICLE EXPENSES
IRS990/OtherExpensesGrp/Desc1STORAGE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt09915
IRS990/OtherExpensesGrp/TotalAmt14902
IRS990/OtherExpensesGrp/TotalAmt2736
IRS990/OtherExpensesGrp/TotalAmt3525
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt07043
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0EDUCATIONAL FUNDING AN
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03758
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03758
IRS990/OtherRevenueTotalAmt03758
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt07559
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016693
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018315
IRS990/PrincipalOfficerNm0MARIO MARTINEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBTUIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0262510
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0262510
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0142413
IRS990/PYContributionsGrantsAmt070190
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016496
IRS990/PYOtherExpensesAmt0159389
IRS990/PYOtherRevenueAmt012148
IRS990/PYProgramServiceRevenueAmt0380506
IRS990/PYRevenuesLessExpensesAmt066332
IRS990/PYSalariesCompEmpBnftPaidAmt0111206
IRS990/PYTotalExpensesAmt0413008
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0479340
IRS990/ReconcilationRevenueExpnssAmt0-228479
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0855154
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0611867
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04157
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04887
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0359765
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0339428
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0699193
IRS990ScheduleD/EquipmentGrp/BookValueAmt091785
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0241893
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0333678
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0504316
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt048559
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt048559
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0301
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt017880
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt018181
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-14808
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05530
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05530
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt0-14808
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0275837
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE TRUST BY A LETTER DATED MAY 7, 1984, THAT THE TRUST IS DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE (IRC). THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE TRUST SPONSOR BELIEVES THAT THE TRUST IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE TRUST HAS ADOPTED FASB ACCOUNTING STANDARDS CODIFICATION (ASC 740-10), RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. THE TRUST DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE TRUST FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0500410
IRS990ScheduleD/TotalExpensesPerForm990Amt0504316
IRS990ScheduleD/TotalLiabilityAmt07043
IRS990ScheduleD/TotalRevenuePerForm990Amt0275837
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0261029
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0504316
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAY TO DAY TRUST DUTIES WERE DELEGATED TO A THIRD PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD AND APPROVED BY THE CHAIRMAN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0878384
IRS990/TotalAssetsEOYAmt0646267
IRS990/TotalAssetsGrp/BOYAmt0878384
IRS990/TotalAssetsGrp/EOYAmt0646267
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0504316
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023230
IRS990/TotalLiabilitiesEOYAmt034400
IRS990/TotalLiabilitiesGrp/BOYAmt023230
IRS990/TotalLiabilitiesGrp/EOYAmt034400
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0855154
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0611867
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0262510
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09569
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0266268
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0275837
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0878384
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0646267
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt018626
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5434
IRS990/USAddress/CityNm0SPOKANE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd099205
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIO MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05093280300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA-WYOMING CARPENTERS JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP AND TRAINING TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0816028543
ReturnHeader/Filer/PhoneNum05093280300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5434
ReturnHeader/Filer/USAddress/CityNm0SPOKANE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208149084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANASTASI MOORE & MARTIN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 S WASHINGTON ST STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPOKANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099201
ReturnHeader/PreparerPersonGrp/PhoneNum05093230272
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL ANASTASI CPA
ReturnHeader/ReturnTs02023-05-15T19:28:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTINEZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.