2024-08-09T17:35:49-05:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2023-01-01 416041903 CARPENTERS AND JOINERS APPRENTICESHIP AND JOURNEYMEN TRAINING TRUST FUND CARP 6516467337 740 OLIVE STREET ST PAUL MN 55130 WAYNE NORDIN CHAIRMAN 6516467337 2024-08-09 1 0 LARRY WOOD P00634996 9528413950 2023 2024-08-08 14:25:15Z WAYNE NORDIN 740 OLIVE STREET ST PAUL MN 55130 21038254 0 X CARPENTERSTRAININGINSTITUTE.COM X 1971 MN APPRENTICESHIP AND JOURNEYMEN TRAINING FUND 16 16 85 0 0 0 364826 555341 15959853 17837572 271685 526386 94338 103958 16690702 19023257 0 0 0 0 9664012 10687417 0 0 0 5645764 5879118 15309776 16566535 1380926 2456722 24598290 26792405 5394240 3693321 19204050 23099084 APPRENTICESHIP AND JOURNEYMEN TRAINING FUND 0 0 12321945 17837572 TO PROVIDE FOR THE RECRUITMENT OF PROSPECTIVE JOURNEYMEN AND TO PROVIDE TRAINING, RETRAINING, OR REFRESHER TRAINING FOR JOURNEYMEN CARPENTERS, MILLWRIGHTS, FLOOR COVERERS AND PILE DRIVERS. 12321945 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 35 0 1 85 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 1 0 1 0 0 0 1 1 1 1 1 0 0 0 0 X MATT CAMPANARIO 6516467337 740 OLIVE STREET ST PAUL MN 55130 WAYNE NORDIN CHAIRMAN 1.00 1.00 X X 0 0 0 TOM DYKHOFF SECRETARY 1.00 1.00 X X 0 0 0 BRIAN EWING TRUSTEE 1.00 1.00 X 0 0 0 PATRICK NILSEN TRUSTEE 1.00 1.00 X 0 0 0 JAMES ANDERSON TRUSTEE 1.00 1.00 X 0 0 0 DOMINIC ANDRIST TRUSTEE 1.00 1.00 X 0 0 0 ROBB NELSON TRUSTEE 1.00 1.00 X 0 0 0 ROYCE PETERSON TRUSTEE 1.00 1.00 X 0 0 0 TRAVIS BECK TRUSTEE 1.00 1.00 X 0 0 0 JAMES MACEJKOVIC TRUSTEE 1.00 1.00 X 0 0 0 JOHN RIIHILUOMA TRUSTEE 1.00 1.00 X 0 0 0 TODD HAYES TRUSTEE 1.00 1.00 X 0 0 0 SCOTT TURCZYNSKI TRUSTEE 1.00 1.00 X 0 0 0 MARTHA HENRICKSON TRUSTEE 1.00 1.00 X 0 0 0 JOSH DOOLEY TRUSTEE 1.00 1.00 X 0 0 0 GREG MULHERIN TRUSTEE 1.00 1.00 X 0 0 0 JOEL LASKEY TRUSTEE - PAST 1.00 1.00 X 0 0 0 RICHARD TSCHIDA TRUSTEE - PAST 1.00 1.00 X 0 0 0 SAM LIBKE ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 JON MAHAN ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 AARON BENIKE ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 MARK MIKISH ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 DALE EVEN ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 MIKE CHRISTIANSON ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 ROBERT DOUBEK ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 MATT CAMPANARIO EXECUTIVE DIRECTOR 50.00 1.00 X 175700 0 70980 BRITTINI KIRCHER DIRECTOR 45.00 X 166292 0 52462 DWAYNE BENSON DIRECTOR 45.00 X 143410 0 53454 WALLACE KIRCHOFF REGIONAL COORDINATOR 45.00 X 137234 0 61261 BENJAMIN PRATT REGIONAL COORDINATOR 45.00 X 135822 0 51869 ANTHONY FASANO REGIONAL COORDINATOR 45.00 X 136275 0 52059 894733 0 342085 37 0 1 0 DEJOY OF TRAVEL 637 - 7TH AVENUE SOUTH HOPKINS MN 55343 TRAVEL AGENT 515224 1 555341 28871 555341 EMPLOYER CONTRIBUTIONS 900099 17152453 17152453 CTIF REIMBURSEMENTS 900099 685119 685119 17837572 509464 509464 2010000 21919 2011987 3010 -1987 18909 16922 16922 OTHER REFUNDS AND REIMBURSEMENTS 900099 59298 59298 EQUIPMENT AND BOOK SALES 900099 44660 44660 103958 19023257 17837572 0 630344 246680 246680 6412847 4477971 1934876 1749309 1234460 514849 1753006 1186050 566956 525575 357966 167609 70416 70416 51775 51775 46079 46079 18750 18750 56895 56895 286733 286733 260971 260971 2323887 2323887 421467 314170 107297 706217 607451 98766 256675 245062 11613 114902 49606 65296 TRAINING MATERIALS AND 1264351 1264351 16566535 12321945 4244590 0 3917491 4026176 3275532 1669477 1786415 44589 53589 5778006 4663704 1209219 1114302 13408318 13524450 4349196 3011941 24598290 26792405 736153 416542 4658087 3276779 5394240 3693321 X 0 0 0 0 19204050 23099084 19204050 23099084 24598290 26792405 X 2456722 693576 744736 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1323357 698859 624498 4169190 3822296 346894 285459 142549 142910 1114302 DUE FROM BUILDING CORPORATION 289436 RIGHT-OF-USE ASSET - OPERATING LEASES 2722505 3011941 ACCRUED SALARIES AND PAYROLL TAXES 131529 ACCRUED PAID TIME OFF 357519 LEASE LIABILITIES 2787731 3276779 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE TRAINING FUND STATES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE NOTICE OF APPLICATIONS BEING TAKEN AND PUBLISHES ITS POLICY ON THE FUND'S WEBSITE. X 0 0 0 0 0 0 0 0 0 MATT CAMPANARIO EXECUTIVE DIRECTOR 175700 0 0 0 0 0 40820 0 30160 0 246680 0 0 0 BRITTINI KIRCHER DIRECTOR 166292 0 0 0 0 0 24593 0 27869 0 218754 0 0 0 WALLACE KIRCHOFF REGIONAL COORDINATOR 137234 0 0 0 0 0 31894 0 29367 0 198495 0 0 0 DWAYNE BENSON DIRECTOR 143410 0 0 0 0 0 25058 0 28396 0 196864 0 0 0 ANTHONY FASANO REGIONAL COORDINATOR 136275 0 0 0 0 0 24404 0 27655 0 188334 0 0 0 BENJAMIN PRATT REGIONAL COORDINATOR 135822 0 0 0 0 0 24315 0 27554 0 187691 0 0 0 PART I, LINE 3 COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE DIRECTORS OF APPRENTICESHIP, AND ACCOUNTING MANAGER ARE SET BY THE BOARD OF TRUSTEES. COMPENSATION ADJUSTMENTS ARE COMPLETED ANNUALLY BASED ON UNION CONTRACTS, WHICH ARE SET THROUGH NEGOTIATIONS. THE BOARD OF TRUSTEES APPROVES THE ANNUAL COMPENSATION THROUGH REVIEW OF THE ANNUAL BUDGET. X TRAINING TOOLS AND SUPPLIES 13 28871 COST 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE APRIL 1, 2023, THE BOARDS OF TRUSTEES OF THE FUND AND FIVE RIVERS CARPENTERS DISTRICT COUNCIL EDUCATIONAL TRUST AGREED TO MERGE PARTICIPANTS AND TRANSFER THE NET ASSETS INTO THE FUND. FORM 990, PART VI, SECTION A, LINE 7A AS PART OF THE MERGER AGREEMENT WITH FIVE RIVERS CARPENTERS DISTRICT COUNCIL EDUCATIONAL TRUST, THE BOARD OF TRUSTEES WAS EXPANDED FROM FOURTEEN TO SIXTEEN. THE UNION MAY APPOINT EIGHT TRUSTEES AND DESIGNATE UP TO EIGHT ALTERNATE TRUSTEES. THE ASSOCIATED GENERAL CONTRACTORS AND THE CARPENTRY CONTRACTORS ASSOCIATION MAY EACH APPOINT TWO TRUSTEES AND EACH MAY APPOINT UP TO TWO ALTERNATE TRUSTEES. THE INDEPENDENT MILLWRIGHT CONTRACTORS ASSOCIATION, THE DES MOINES CONSTRUCTION COUNCIL, THE ALLIED CONSTRUCTION EMPLOYERS ASSOCIATION, AND THE ALLIED CONSTRUCTION INTERESTS, INC. MAY EACH APPOINT ONE TRUSTEE AND EACH MAY APPOINT ONE ALTERNATE TRUSTEE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO AVOID ACTUAL OR APPARENT CONFLICTS OF INTEREST, THE FUND HAS A CONFLICT OF INTEREST POLICY. THE POLICY COVERS THE MEMBERS OF THE BOARD OF TRUSTEES. THE TRUSTEES ARE RESPONSIBLE FOR MONITORING AND COMMUNICATING ANY POTENTIAL CONFLICTS OF INTEREST TO THE CHAIRMAN AND SECRETARY OF THE BOARD OF TRUSTEES. THE CHAIRMAN AND SECRETARY, IN CONSULTATION WITH FUND COUNSEL AND THE REPORTING TRUSTEE, WILL WORK TO RESOLVE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IN ACCORDANCE WITH THE PROVISIONS OF THE CONFLICT OF INTEREST POLICY AND FEDERAL LAW. IF A CONFLICT OF INTEREST EXISTS, THE TRUSTEE'S RECUSAL FROM DELIBERATING AND VOTING UPON THE MATTER UNDER WHICH THE CONFLICT ARISES SHALL BE SUFFICIENT TO RESOLVE THAT CONFLICT APPROPRIATELY. IF A CONFLICT OF INTEREST ARISES, A REPORT OF ALL STEPS TAKEN TO RESOLVE THE CONFLICT WILL BE PREPARED AND PRESENTED TO THE ENTIRE BOARD OF TRUSTEES, AND SHALL THEN BE MAINTAINED IN THE FUND'S PERMANENT FILES. THE TRUSTEES ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE FUND OFFICE IN ST. PAUL, MN. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS DUE TO MERGER 744,736. CARPENTERS JOINT APPRENTICESHIP & TRAINING PROGRAM BUILDING CORPORATION 740 OLIVE STREET ST PAUL MN 55130 411771841 TO HOLD TITLE TO PROPERTY MN 501(C)(2) CARPENTERS AND JOINERS APPRENTICESHIP AND JOURNEYMEN TRAINING TRUST FUND 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1