2026-05-22T10:47:22-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 391243343 NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS TRAINING FUND NORT 7158353174 PO BOX 4002 EAU CLAIRE WI 54702 MIKE ADAMAVICH CHAIRMAN 7158353174 2026-05-22 1 1 DOUG BERTOSSI P00637990 6123764500 2026-05-22 2024 2025-03-06 01:10:19Z X MIKE ADAMAVICH PO BOX 4002 EAU CLAIRE WI 54702 7053018 0 X WWW.NCSCBF.COM X 1975 WI TO PROVIDE EDUCATIONAL BENEFITS TO PAID MEMBERS. 10 10 26 10 0 0 60000 0 5899518 5921168 272226 762422 88083 99343 6319827 6782933 0 0 0 0 2829290 3035675 0 0 0 1564013 1615323 4393303 4650998 1926524 2131935 12916448 15165932 20450 125725 12895998 15040207 TO PROVIDE EDUCATIONAL BENEFITS TO PAID MEMBERS. 0 0 3822706 5921168 EDUCATIONAL AND TRAINING BENEFITS PAID TO AND FOR MEMBERS.TO PROVIDE EDUCATIONAL PROGRAMS TO TRAIN APPRENTICE CARPENTERS AND MILLWRIGHTS AND TO UPDATE JOURNEYMAN CARPENTERS AND MILLWRIGHTS SKILLS TO ENSURE MAXIMUM EMPLOYABILITY. 3822706 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X ERIN IVES 7157528509 PO BOX 4002 EAU CLAIRE WI 54702 BOB BARKER MANAGEMENT TRUSTEE 1.00 4.00 X 0 0 0 JIM KLOBUCAR MANAGEMENT TRUSTEE 1.00 0.00 X 0 0 0 PAT RODRIGUEZ LABOR TRUSTEE 1.00 4.00 X 0 0 0 DAVE COENEN LABOR TRUSTEE 1.00 3.00 X 0 0 0 MICHAEL ADAMAVICH LABOR TRUSTEE 1.00 4.00 X 0 0 0 COREY BIALCIK LABOR TRUSTEE 1.00 4.00 X 0 0 0 KYLE OLSON MANAGEMENT TRUSTEE 1.00 0.00 X 0 0 0 BARRY SCHOLZ MANAGEMENT TRUSTEE 1.00 4.00 X X 0 0 0 MIKE SHEA MANAGEMENT TRUSTEE 1.00 4.00 X 0 0 0 WAYNE NORDIN LABOR TRUSTEE, CHARIMAN 1.00 4.00 X X 0 0 0 KEVIN HENNESSEY LABOR TRUSTEE 1.00 4.00 X 0 0 0 DEREK ALLEN MANAGEMENT TRUSTEE, SECRETARY/TREASURER 1.00 4.00 X X 0 0 0 CHUCK SPOEHR MANAGEMENT TRUSTEE 1.00 1.00 X 0 0 0 ROBERT GIESE TRAINNING DIRECTOR 45.00 0.00 X 149669 0 63895 149669 0 63895 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 5921168 5921168 5921168 321630 321630 84747 0 84747 84747 84747 710877 270085 440792 440792 440792 MISCELLANEOUS INCOME 525100 14596 14596 14596 6782933 5921168 0 861765 213564 213564 1703074 1461486 241588 576932 475676 101256 391263 322594 68669 150842 150842 8095 8095 31853 31853 9674 9674 8737 8737 118947 13470 105477 320899 168951 151948 261421 257586 3835 4176 2114 2062 346289 346289 79080 79080 TRAINING SUPPLIES 249727 249727 BUILDING SUPPLIES 87398 87398 INSTRUCTOR EXPENSE 33901 33901 REGISTRATION/CERTIFICAT 28176 28176 26950 10932 16018 4650998 3822706 828292 0 401533 3010586 3956050 0 12656620 4580543 4497764 8076077 3995205 4033121 65896 46148 12916448 15165932 11184 40163 9266 85562 20450 125725 X 0 0 0 0 12895998 15040207 12895998 15040207 12916448 15165932 2131935 12274 0 X X 0 1 X 1 0 X 35947 60000 95947 3798597 4077472 4917127 5899518 5921168 24613882 3798597 4113419 4917127 5959518 5921168 24709829 0 0 0 24709829 159154 117444 168150 355719 392111 1192578 159154 117444 168150 355719 392111 1192578 23160 1850 8838 4590 4006 42444 3980911 4232713 5094115 6319827 6317285 25944851 0.95240 0.95480 0.04600 0.04230 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 23,160. 2021 AMOUNT: $ 1,850. 2022 AMOUNT: $ 8,838. 2023 AMOUNT: $ 4,590. 2024 AMOUNT: $ 4,006. 1331444 1331444 9550503 3071828 6478675 1774673 1508715 265958 8076077 X 6795207 12274 12274 6782933 0 6782933 4650998 0 4650998 0 4650998 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE FUND RECEIVED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE BOARD OF TRUSTEES BELIEVES THAT THE FUND CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES BECAUSE THE FUND IS A TAX EXEMPT ORGANIZATION. THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES FUND MANAGEMENT TO EVALUATE IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 0 0 0 0 0 0 ROBERT GIESE TRAINNING DIRECTOR 149669 0 0 0 0 0 40072 0 23823 0 213564 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 WILSON MCSHANE CORPORATION PERFORMS CONTRIBUTION COLLECTION, PAYROLL AUDIT AND BOOKKEEPING SERVICES FOR THE NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS TRAINING FUND. THERE ARE NO OFFICERS OR TRUSTEES COMPENSATED BY THE SERVICE ORGANIZATION FOR THE SERVICES PROVIDED TO THE PLAN. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATED GENERAL CONTRACTORS OF WISCONSIN, INC. AND THE NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS (THE BARGAINING PARTIES), BOTH APPOINT 50% OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES ARE INCORPORATED INTO THE FILING BEFORE BEING PRESENTED TO THE TRAINING BOARD FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE REGARDING ANY POSSIBLE CONFLICTS OF INTEREST. ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST MUST BE DISCLOSED TO THE APPROPRIATE BOARD OR COMMITTEE AND THEY WILL DETERMINE IF A CONFLICT EXISTS AND IF THEY CAN OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT. IF NOT, THE BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED TRUSTEES WHETHER THE TRANSACTION IS IN THE FUNDS BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE AND WILL DECIDE WHETHER TO ENTER INTO THE TRANSACTION ON THAT BASIS. IF THE BOARD OR COMMITTEE BELIEVES THAT A TRUSTEE HAS FAILED TO DISCLOSE, IT WILL GIVE THE TRUSTEE AN OPPORTUNITY TO EXPLAIN. IF THE BOARD OR COMMITTEE DETERMINES THE TRUSTEE HAS FAILED TO DISCLOSE, IT WILL TAKE DISCIPLINARY AND CORRECTIVE ACTION. THE TRUSTEE WITH A CONFLICT MUST LEAVE THE MEETING WHILE THE BOARD OR COMMITTEE MAKES THE DECISION WHETHER A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE TRAINING DIRECTOR'S WAGES ARE DETERMINED AND APPROVED BY THE TRAINING BOARD. WAGES FOR THE INSTRUCTORS AND SECRETARIAL STAFF ARE BASED ON THE COLLECTIVE BARGAINING AGREEMENTS. WAGES ARE ADJUSTED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 ITEM B THE ORGANIZATION IS FILLING A 2024 AMENDED RETURN DUE TO COMPLETE INFORMATION NOT AVAILABLE AT THE TIME OF THE ORIGINAL FILING. THE AMENDED RETURN HAS CHANGES TO THE FOLLOWING: 1. FORM 990 - PART VIII, STATEMENT OF REVENUE 2. FORM 990 - PART IX, STATEMENT OF FUNCTIONAL EXPENSES 3. FORM 990 - PART X, BALANCE SHEET 4. FORM 990 - PART XI, RECONCILIATION OF NET ASSETS 5. FORM 990 - PART XII, FINANCIAL STATEMENTS AND REPORTING 6. FORM 990 - SCHEDULE D, PART VI, LAND, BUILDINGS, AND EQUIPMENT 7. FORM 990 - SCHEDULE D, PART XI, RECONCILIATION OF REVENUE PER AUDITED FINANICAL STATEMENTS WITH REVENUE PER RETURN 8. FORM 990 - SCHEDULE D, PART XII, RECONCILIATION OF EXPENSES PER AUDITED FINANICAL STATEMENTS WITH EXPENSES PER RETURN NCSRCC HEALTH FUND 1704 DEVNEY DRIVE ALTOONA WI 54720 396069788 HEALTH AND WELFARE BENEFITS WI 501(C)(9) N/A N/A 0 LABOR MGMT COOPERATIVE TRUST OF THE NCSRCC & AGC OF WI INC 1704 DEVNEY DRIVE ALTOONA WI 54720 680572562 DRUG TESTING & REIMBURSEMENT FOR CLASSES WI 501(C)(6) N/A N/A 0 NCSRCC PENSION FUND 1704 DEVNEY DRIVE ALTOONA WI 54720 396079856 PENSION BENEFITS WI 401(A) N/A N/A 0 NCSRCC SUPPLEMENTAL RETIREMENT PLAN 1704 DEVNEY DRIVE ALTOONA WI 54720 800234499 DEFINED CONTRIBUTION BENEFITS WI 401(A) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0