2024-11-13T14:09:51-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 391243343 NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS TRAINING FUND NORT 7158353174 PO BOX 4002 EAU CLAIRE WI 54702 WAYNE NORDIN CHAIRMAN 7158353174 2024-11-12 1 0 DOUG BERTOSSI P00637990 6123764500 2024-11-12 2023 2024-10-15 13:58:12Z WAYNE NORDIN PO BOX 4002 EAU CLAIRE WI 54702 6319827 0 X WWW.NCSCBF.COM X 1975 WI TO PROVIDE EDUCATIONAL BENEFITS TO PAID MEMBERS. 10 10 26 10 0 0 0 60000 4917127 5899518 85891 272226 91097 88083 5094115 6319827 0 0 0 0 2943703 2829290 0 0 0 1409883 1564013 4353586 4393303 740529 1926524 10934857 12916448 42838 20450 10892019 12895998 TO PROVIDE EDUCATIONAL BENEFITS TO PAID MEMBERS. 0 0 3671509 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. 3671509 1 1 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 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X NICOLE SUMMERS 8004243405 1704 DEVNEY DRIVE EAU CLAIRE WI 54702 BOB BARKER MANAGEMENT TURSTEE 1.00 4.00 X 0 0 0 JIM KLOBUCAR MANAGEMENT TURSTEE 1.00 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 X 0 0 0 BARRY SCHOLZ MANAGEMENT TRUSTEE, SECRET 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, CHAIRMAN 1.00 4.00 X X 0 0 0 ROBERT GIESE TRAINING DIRECTOR 45.00 X 137101 0 61056 137101 0 61056 1 0 1 0 0 60000 60000 EMPLOYER CONTRIBUTIONS 525100 5899518 5899518 5899518 272226 272226 83493 0 83493 83493 83493 MISCELLANEOUS INCOME 525100 4590 4590 4590 6319827 5899518 0 360309 198156 198156 1554175 1336198 217977 570963 485317 85646 372299 316453 55846 133697 133697 8352 8352 17256 17256 10175 10175 6378 6378 590 590 111179 5189 105990 246870 107841 139029 217440 216949 491 22222 16489 5733 335238 335238 52681 52681 TRAINING SUPPLIES 314409 314409 BUILDING SUPPLIES 136119 136119 INSTRUCTOR EXPENSE 42842 42842 MISCELLANEOUS EXPENSE 15339 15339 26923 26612 311 4393303 3671509 721794 0 287828 401533 2846982 3956050 9137842 4640078 4728833 4497764 3054591 3995205 16623 65896 10934857 12916448 14243 11184 25150 9266 3445 0 42838 20450 X 0 0 0 0 10892019 12895998 10892019 12895998 10934857 12916448 1926524 77455 0 X 0 1 X 1 0 X 35947 60000 95947 3319482 3798597 4077472 4917127 5899518 22012196 3319482 3798597 4113419 4917127 5959518 22108143 0 0 0 22108143 180106 159154 117444 168150 355719 980573 180106 159154 117444 168150 355719 980573 27367 23160 1850 8838 4590 65805 3526955 3980911 4232713 5094115 6319827 23154521 0.95480 0.95590 0.04230 0.03950 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 27,367. 2020 AMOUNT: $ 23,160. 2021 AMOUNT: $ 1,850. 2022 AMOUNT: $ 8,838. 2023 AMOUNT: $ 4,590. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 948799 948799 6490592 3144594 3345998 1698451 1495484 202967 4497764 X 6397282 77455 77455 6319827 0 6319827 4393303 0 4393303 0 4393303 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 TRAINING DIRECTOR 137101 0 0 0 0 0 39270 0 21786 0 198157 0 0 0 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. 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