Civic Intelligence

Western States Carpenters Training Fund

990 • Fiscal year 2020 • EIN 95-2106266

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A

View Organization Page

533 South Fremont AvenueLos Angeles, CA 90071

(213) 386-8590

Siviq Scores

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

Liabilities / Assets

36th percentile

0.06x

Higher debt load relative to assets than 36% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.07x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$258,311

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

61st percentile

9.7%

Faster asset growth than 61% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

4.1%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$45,053,823

Up $4,001,730 (+9.7%) from 2019

Net Assets

Up

$42,378,627

Up $3,865,587 (+10%) from 2019

Liabilities

Up

$2,675,196

Up $136,143 (+5.4%) from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin69th percentile

Revenue

Up

$39,991,303

Up $1,578,189 (+4.1%) from 2019

Expenses

Down

$34,174,499

Down $2,223,139 (-6.1%) from 2019

Net Income

Up

$5,816,804

Up $3,801,328 (+189%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$200M$150M$100M$50M$0Assets 2010: $57,034,134Liabilities 2010: $828,567Net Assets 2010: $56,205,5672010Assets 2011: $56,184,509Liabilities 2011: $593,252Net Assets 2011: $55,591,2572011Assets 2012: $39,887,031Liabilities 2012: $916,666Net Assets 2012: $38,970,3652012Assets 2013: $34,394,471Liabilities 2013: $607,712Net Assets 2013: $33,786,7592013Assets 2014: $33,726,301Liabilities 2014: $788,877Net Assets 2014: $32,937,4242014Assets 2015: $34,716,124Liabilities 2015: $865,160Net Assets 2015: $33,850,9642015Assets 2016: $37,991,572Liabilities 2016: $3,266,765Net Assets 2016: $34,724,8072016Assets 2017: $37,823,372Liabilities 2017: $2,756,583Net Assets 2017: $35,066,7892017Assets 2018: $35,745,737Liabilities 2018: $1,731,757Net Assets 2018: $34,013,9802018Assets 2019: $41,052,093Liabilities 2019: $2,539,053Net Assets 2019: $38,513,0402019Assets 2020: $45,053,823Liabilities 2020: $2,675,196Net Assets 2020: $42,378,6272020Assets 2021: $45,866,437Liabilities 2021: $3,632,697Net Assets 2021: $42,233,7402021Assets 2022: $42,866,765Liabilities 2022: $5,346,806Net Assets 2022: $37,519,9592022Assets 2023: $59,973,234Liabilities 2023: $17,762,545Net Assets 2023: $42,210,6892023Assets 2024: $156,614,767Liabilities 2024: $15,308,968Net Assets 2024: $141,305,7992024

Highlighted filing

2020

Assets$45,053,823
Liabilities$2,675,196
Net Assets$42,378,627
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

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

$100M$50M$0-$50MExpenses 2010: $23,930,0232010Expenses 2011: $20,972,2692011Revenue 2012: $5,461,177Expenses 2012: $20,351,495Net Income 2012: -$14,890,3182012Revenue 2013: $14,453,056Expenses 2013: $19,838,284Net Income 2013: -$5,385,2282013Revenue 2014: $22,440,054Expenses 2014: $22,129,321Net Income 2014: $310,7332014Revenue 2015: $29,632,069Expenses 2015: $28,292,819Net Income 2015: $1,339,2502015Revenue 2016: $30,552,160Expenses 2016: $30,284,688Net Income 2016: $267,4722016Revenue 2017: $30,802,807Expenses 2017: $31,695,823Net Income 2017: -$893,0162017Revenue 2018: $32,924,468Expenses 2018: $33,237,125Net Income 2018: -$312,6572018Revenue 2019: $38,413,114Expenses 2019: $36,397,638Net Income 2019: $2,015,4762019Revenue 2020: $39,991,303Expenses 2020: $34,174,499Net Income 2020: $5,816,8042020Revenue 2021: $36,635,505Expenses 2021: $36,829,350Net Income 2021: -$193,8452021Revenue 2022: $39,183,245Expenses 2022: $39,721,667Net Income 2022: -$538,4222022Revenue 2023: $47,989,268Expenses 2023: $45,839,510Net Income 2023: $2,149,7582023Revenue 2024: $68,044,598Expenses 2024: $62,015,307Net Income 2024: $6,029,2912024

Highlighted filing

2020

Revenue$39,991,303
Expenses$34,174,499
Net Income$5,816,804
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$58,847,637
Mission and Program Overview

Mission

To provide apprenticeship training.

To provide education and training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,500,491$26,821,360▲ $320,869
Savings and Temporary Cash Investments$4,330,519$8,949,580▲ $4,619,061
Accounts Receivable$5,353,030$4,215,749▼ $1,137,281
Land, Buildings, and Equipment, Net$4,162,855$3,633,878▼ $528,977
Cash and Non-Interest-Bearing Accounts$200,803$522,622▲ $321,819
Inventories for Sale or Use-$383,949-
Prepaid Expenses and Deferred Charges$294,794$247,043▼ $47,751
Total Assets$41,052,093$45,053,823▲ $4,001,730
Other Assets Total$209,601$279,642▲ $70,041
Liabilities
Accounts Payable and Accrued Expenses$2,539,053$2,527,962▼ $11,091
Other Liabilities$0$147,234▲ $147,234
Total Liabilities$2,539,053$2,675,196▲ $136,143
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,513,040$42,378,627▲ $3,865,587
Total Net Assets Fund Balance$38,513,040$42,378,627▲ $3,865,587
Total Liabilities and Net Assets / Fund Balance$41,052,093$45,053,823▲ $4,001,730

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,823,926$6,400,791$8,224,717
Equipment$522,002$2,442,221$2,964,223
Other Land Buildings$548,243$1,381,000$1,929,243
Land$739,707-$739,707
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Louis OntiverosTraining DirectorFT$223,108$35,203$258,311
Galo ToapantaInstructorFT$152,388$34,515$186,903
Jonathan T WalzInstructorFT$146,633$34,655$181,288
Wesley C CrunkInstructorFT$145,883$34,848$180,731
Carlos a CarbajalInstructorFT$145,021$34,106$179,127

Board Members and Trustees

NameTitle
Allen OthmanTrustee
Barry JenkinsTrustee
Calvin YoshidaTrustee
Clint G LarisonTrustee
Curtis Conyers JrTrustee
Daniel LangfordTrustee
Douglas MccarronTrustee
Frank HawkTrustee
Jd HerronTrustee
Josh RaperTrustee
Mercy UrreaTrustee
Pete RodriguezTrustee
Richard HarrisTrustee
Sean HartranftTrustee
Travis WinsorTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Carpenters Southwest Administrative CorpAdministrative Services533 S FREMONT AVE, Los Angeles, CA 90071$631,688
Decarlo Shanley Attorneys At LawLegal Services533 S FREMONT AVE, Los Angeles, CA 90071$132,024
Washington Capital ManagementConsulting Services1200 SIXTH AVE STE 700, Seattle, WA 98101$110,813
Revenue and Support

Revenue Composition

Contributions and Grants
$362,436
Program Service Revenue
$37,098,566
Investment Income
$2,453,883
Other Revenue
$76,418
All Other Contributions
$362,436
Change in Net Assets
$5,816,804

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,587,074
Revenue Not Reported on Financial Statements
$404,229
Revenue Not Reported on Form 990
$-1,934,809
Other Revenue Adjustments
$365,586
Total Revenue per Audited Statements
$37,652,265
Total Revenue per Form 990
$39,991,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,818,147
Salaries, Compensation, and Employee Benefits$12,356,352
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$9,324,362
Other Salaries and Wages---$9,071,339
Other Employee Benefits---$1,420,376
Office Expenses---$1,298,651
Pension Plan Contributions---$1,111,857
Depreciation Depletion---$981,786
Travel---$904,802
Payroll Taxes---$752,780
Insurance---$658,721
Fees for Services Management---$631,688
All Other Expenses---$201,037
Fees for Services Other---$163,772
Fees for Services Legal---$158,057
Other Expenses---$150,082
Fees for Services Accounting---$45,900
Fees for Service Investment Mgmnt Fees---$38,643
Conferences and Meetings---$20,821
Information Technology---$4,527
Total Functional Expenses$0$0$0$34,174,499

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$34,174,499
Expenses per Audited Statements$34,135,856
Total Expenses per Audited Statements$33,770,270
Expenses Not Reported on Financial Statements$38,643
Expenses Not Reported on Form 990$-365,586
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
Due to Carpenters Southwest Administrative Corporation$115,940
Deferred Compensation Liability$31,294
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

“Form 990 is reviewed by the administrator prior to filing, and after approval of the audited financial statements by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“Organizational documents and financial information are available by appointment at the administrator's office.”

Filing and Contact Details

Filer

Filer Name
Southwest Carpenters Training Fund
EIN
95-2106266
Phone
2133868590
Address
533 SOUTH FREMONT AVENUE, LOS ANGELES, CA 90071

Signing Officer

Name
Daniel Langford
Title
Trustee
Phone
2133868590
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Langford
Formed
1958
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
114
Volunteers
0

Preparer

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

Additional Explanations

FORM 990; PART XII; LINE 2 C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the fund to hold the fund's assets is qualified pursuant to section 501(c)(5) of the internal revenue code (irc) and under section 23701(a) of the revenue and taxation code of the state of california as a tax exempt organization. The fund has obtained a favorable determination letter from the internal revenue service and the fund sponsor believes that the fund, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. Therefore, no provision for income taxes has been included in the fund's financial statements. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the fund and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Textbook receipts 365,586.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Textbook receipts -365,586.”

PART XI; LINE 4B

“The amount of $365,586 is listed for textbook expense net of textbook receipts, which has been included as income on the form 990.”

PART XII; LINE 2D

“The amount of $365,586 is listed for textbook expense net of textbook receipts, which has been included as income on the form 990. In addition, $7,996 is deducted from revenue as a loss on the sale of property and equipment.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15223108
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16152388
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18145883
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRAINING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19INSTRUCTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01754294
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt020610628
IRS990/GrossReceiptsAmt058847637
IRS990/GrossRentsGrp/RealAmt076418
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt053
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt04527
IRS990/InsuranceGrp/TotalAmt0658721
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0383949
IRS990/InvestmentIncomeGrp/ExclusionAmt0699589
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0699589
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026500491
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026821360
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010224012
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04162855
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03633878
IRS990/LandBldgEquipCostOrOtherBssAmt013857890
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018856334
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE APPRENTICESHIP TRAINING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt038513040
IRS990/NetAssetsOrFundBalancesEOYAmt042378627
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01754294
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01754294
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt076418
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt076418
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1934809
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt038513040
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt042378627
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt09324362
IRS990/OfficeExpensesGrp/TotalAmt01298651
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0209601
IRS990/OtherAssetsTotalGrp/EOYAmt0279642
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01420376
IRS990/OtherExpensesGrp/Desc0UBC NATIONAL FUNDS
IRS990/OtherExpensesGrp/Desc1MANIPULATIVE MATERIALS
IRS990/OtherExpensesGrp/Desc2JOURNEYMAN TRAINING
IRS990/OtherExpensesGrp/Desc3WELDING EXPENSES
IRS990/OtherExpensesGrp/TotalAmt05664672
IRS990/OtherExpensesGrp/TotalAmt11004797
IRS990/OtherExpensesGrp/TotalAmt2565829
IRS990/OtherExpensesGrp/TotalAmt3150082
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0147234
IRS990/OtherSalariesAndWagesGrp/TotalAmt09071339
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0752780
IRS990/PensionPlanContributionsGrp/TotalAmt01111857
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0294794
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0247043
IRS990/PrincipalOfficerNm0DANIEL LANGFORD
IRS990/PriorPeriodAdjustmentsAmt0-16408
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBTUIONS
IRS990/ProgramServiceRevenueGrp/Desc1COST AGREEMENT REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2TRAINING CENTER REIMBURSED EXPENS
IRS990/ProgramServiceRevenueGrp/Desc3TEXTBOOK RECEIPTS
IRS990/ProgramServiceRevenueGrp/Desc4LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031703944
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14402788
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2586121
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3365586
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt440127
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031703944
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14402788
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2586121
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3365586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt440127
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0590571
IRS990/PYOtherExpensesAmt024533644
IRS990/PYOtherRevenueAmt076749
IRS990/PYProgramServiceRevenueAmt037745794
IRS990/PYRevenuesLessExpensesAmt02015476
IRS990/PYSalariesCompEmpBnftPaidAmt011863994
IRS990/PYTotalExpensesAmt036397638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt038413114
IRS990/ReconcilationRevenueExpnssAmt05816804
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt076418
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04330519
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08949580
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01823926
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06400791
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08224717
IRS990ScheduleD/EquipmentGrp/BookValueAmt0522002
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02442221
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02964223
IRS990ScheduleD/ExpensesNotReportedAmt0-365586
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt038643
IRS990ScheduleD/ExpensesSubtotalAmt034135856
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt038643
IRS990ScheduleD/InvestmentExpensesNotIncldAmt038643
IRS990ScheduleD/LandGrp/BookValueAmt0739707
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0739707
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1934809
IRS990ScheduleD/OtherExpensesIncludedAmt0-365586
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0548243
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01381000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01929243
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031294
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1115940
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0365586

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,053,823
Liabilities
$2,675,196
Net assets
$42,378,627
Revenue
$39,991,303
Expenses
$34,174,499
Net income
$5,816,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$157$15.3$141$68.0$62.0$6.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.0$17.8$42.2$48.0$45.8$2.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.9$5.35$37.5$39.2$39.7$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$3.63$42.2$36.6$36.8$0.19
2020Detailed filing. Detailed filing data is available for this year.$45.1$2.68$42.4$40.0$34.2$5.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$2.54$38.5$38.4$36.4$2.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$1.73$34.0$32.9$33.2$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$2.76$35.1$30.8$31.7$0.89
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$3.27$34.7$30.6$30.3$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.87$33.9$29.6$28.3$1.34
2014Detailed filing. Detailed filing data is available for this year.$33.7$0.79$32.9$22.4$22.1$0.31
2013Detailed filing. Detailed filing data is available for this year.$34.4$0.61$33.8$14.5$19.8$5.39
2012Summary only. Only limited summary data is available for this year.$39.9$0.92$39.0$5.46$20.4$14.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.2$0.59$55.6$21.0
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.0$0.83$56.2$23.9