2025-07-15T14:08:47-05:00 2024-08-31 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2023-09-01 931079534 CARPENTERS TRAINING TRUST FUND FOR NORTHERN CALIFORNIA CARP 5106330333 265 HEGENBERGER ROAD SUITE 100 OAKLAND CA 94621 WILLIAM FEYLING SECRETARY 5106330333 2025-07-15 1 1 KIM HUNWARDSEN CPA P00484560 6122536500 2025-07-14 2023 2025-03-06 01:10:19Z WILLIAM FEYLING 265 HEGENBERGER ROAD SUITE 100 OAKLAND CA 94621 112004570 0 X N/A X 1963 CA APPRENTICESHIP TRAINING TO ELIGIBLE CARPENTERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS. 20 20 117 23 0 0 0 1177702 40379284 39308955 818941 5128383 10110 10778 41208335 45625818 0 0 3000 8575 20518573 19377680 0 0 0 11919177 13123127 32440750 32509382 8767585 13116436 186917007 212224423 2265779 1696520 184651228 210527903 APPRENTICESHIP TRAINING TO ELIGIBLE CARPENTERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS. 0 0 TO PROVIDE APPRENTICESHIP TRAINING TO APPROXIMATELY 25,200 ELIGIBLE CARPENTERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 6 0 1 117 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X CARPENTERS FUNDS ADMIN OFFICE 5106330333 265 HEGENBERGER ROAD SUITE 100 OAKLAND CA 94621 X RANDY SANCHEZ CO CHAIR 1.00 X X 0 0 0 JACOB ADIARTE CO CHAIR 1.00 X X 0 0 0 ARTURO RODRIGUEZ TRUSTEE 1.00 X 0 0 0 JOHN SYTSMA TRUSTEE 1.00 X 0 0 0 PAUL PARQUE TRUSTEE 1.00 X 0 0 0 DOUGLAS CHESSHIRE TRUSTEE 1.00 X 0 0 0 FRANK NUNES TRUSTEE 1.00 X 0 0 0 JAY BRADSHAW TRUSTEE 1.00 X 0 0 0 SID SLATER TRUSTEE 1.00 X 0 0 0 MICHAEL WALTON TRUSTEE 1.00 X 0 0 0 AGUSTIN DIAZ TRUSTEE 1.00 X 0 0 0 DANIEL CICCOLO JR TRUSTEE 1.00 X 0 0 0 DALE JACKSON TRUSTEE 1.00 X 0 0 0 BOB TORNBERG TRUSTEE 1.00 X 0 0 0 KYLE SWARENS TRUSTEE 1.00 X 0 0 0 SEAN MCGARRY TRUSTEE 1.00 X 0 0 0 SCOTT WILSON TRUSTEE 1.00 X 0 0 0 ONASSIS MCFARLANE TRUSTEE (AS OF JAN. '24) 1.00 X 0 0 0 ANTONIO MUNOZ TRUSTEE (AS OF JAN. '24) 1.00 X 0 0 0 LEONARD VEGA TRUSTEE (AS OF MAR '24) 1.00 X 0 0 0 MARTIN ESPINOZA JR TRUSTEE (THRU APR. '24) 1.00 X 0 0 0 DAN MCCULLOCH TRUSTEE (THRU JAN. '24) 1.00 X 0 0 0 EDWARD GABLE TRUSTEE (THRU JAN. '24) 1.00 X 0 0 0 SCOTT LEWIS EXECUTIVE DIRECTOR 40.00 X 205577 0 80129 MATTHEW KEITH ROWLETT DIRECTOR OF OPERATIONS 40.00 X 197517 0 79081 ANTONE T HERNANDEZ DIRECTOR OF TRAINING 40.00 X 189447 0 78032 MIGUEL A RAMIREZ INSTRUCTOR 40.00 X 172833 0 53177 JOCELYN MAK INSTRUCTOR 40.00 X 173003 0 52985 MATTHEW TRUJILLO INSTRUCTOR 40.00 X 169695 0 54226 1108072 0 397630 82 0 1 0 TRANSWESTERN COMMERCIAL SERVICES LLC 5550 TOPANGA CANYON BLVD SUITE 25 WOODLAND HILLS CA 91367 PROPERTY MANAGEMENT 370550 MCMORGAN & COMPANY LLC 1 FRONT ST 500 SAN FRANCISCO CA 94111 INVESTMENT MANAGER 322642 2 1177702 1177702 EMPLOYER CONTRIBUTIONS 900099 33352026 33352026 SUB-COMMITTEE INCOME 900099 5952186 5952186 LIQUIDATED DAMAGES 900099 4743 4743 39308955 3530386 3530386 67901623 75126 66366783 11969 1534840 63157 1597997 1597997 MISCELLANEOUS 900099 10778 10778 10778 45625818 39319733 0 5128383 8575 295503 65080 11675665 6308558 1032874 61365 102012 46985 366150 52326 3694351 198728 4594441 280953 43508 802692 712623 SUPPORTIVE RESOURCES PR 1125080 OUTSIDE SERVICES 348953 AUTOMOBILE 186210 EQUIPMENT RENTAL 173833 332917 32509382 1004337 1490169 14466737 13311282 6377793 6470272 42762 12197 30236 407215 82091373 5500762 76282015 76590611 85423653 112225452 3289474 1717225 186917007 212224423 431678 103467 1834101 1593053 2265779 1696520 X 0 0 0 0 184651228 210527903 184651228 210527903 186917007 212224423 13116436 12774839 -14600 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73909330 73909330 870649 755950 114699 5916666 3902999 2013667 1394728 841813 552915 76590611 OTHER LIABILITIES 1593053 1593053 X 58050507 12774839 12774839 45275668 350150 350150 45625818 32159232 0 32159232 350150 350150 32509382 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 SCOTT LEWIS EXECUTIVE DIRECTOR 194324 0 0 0 11253 0 58736 0 21393 0 285706 0 0 0 MATTHEW KEITH ROWLETT DIRECTOR OF OPERATIONS 186264 0 0 0 11253 0 57688 0 21393 0 276598 0 0 0 ANTONE T HERNANDEZ DIRECTOR OF TRAINING 178194 0 0 0 11253 0 56639 0 21393 0 267479 0 0 0 MIGUEL A RAMIREZ INSTRUCTOR 161847 0 0 0 10986 0 28201 0 24976 0 226010 0 0 0 JOCELYN MAK INSTRUCTOR 162059 0 0 0 10944 0 28106 0 24879 0 225988 0 0 0 MATTHEW TRUJILLO INSTRUCTOR 158499 0 0 0 11196 0 28764 0 25462 0 223921 0 0 0 SARAH E CORTEZ RELATED TO EXECUTIVE DIRECTOR 65080 WAGES 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO THE ADMINISTRATOR, THE CARPENTER FUNDS ADMINISTRATIVE OFFICE. FORM 990, PART VI, SECTION A, LINE 7A EITHER THE GOVERNING BOARD OF TRUSTEE MEMBERS OR THEIR SPONSORING ORGANIZATION CAN APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THE ENTITY DOES NOT HAVE ANY SUB-COMMITTEES WITH THE AUTHORITY TO ACT. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES HAVE DESIGNATED THE ADMINISTRATOR TO REVIEW THE FORM 990 PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, A TRUSTEE SHOULD DISCLOSE TO ALL OTHER TRUSTEES AND FUND COUNSEL THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST OR BENEFIT INVOLVED INCLUDING DISCLOSURE OF ALL MATERIAL FACTS ATTENDANT TO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED BASED ON INDUSTRY COMPARISONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR.