2025-02-06T11:06:37-06:00 2024-03-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2023-04-01 916095385 LABORERS AGC APPRENTICESHIP TRAINING & WORK PREPAREDNESS TRUST OF MONTANA LABO 5095345625 201 WEST NORTH RIVER DRIVE 450 SPOKANE WA 99201 RICHARD J MORRISON CHAIRMAN 5095345625 2025-02-05 1 1 STEVEN R COLEMAN CPA P01854803 5093230272 2025-01-27 2023 2025-03-06 01:10:19Z RICHARD J MORRISON 201 WEST NORTH RIVER DRIVE 450 SPOKANE WA 99201 379489 0 X N/A X 1970 MT TRAINING FOR APPRENTICES AND JOURNEYMEN. 6 6 3 8 0 0 30000 0 267739 314191 -2907 185 112 23037 294944 337413 0 0 0 0 130687 153828 0 0 0 193207 190905 323894 344733 -28950 -7320 127819 118138 13381 11020 114438 107118 TRAINING FOR APPRENTICES AND JOURNEYMEN 0 0 344733 337228 THE TRUST OPERATES TRAINING AND RETRAINING PROGRAMS FOR BEGINNING AND EXPERIENCED LABORERS WORKING IN THE CONSTRUCTION TRADES IN MONTANA. 344733 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X ZENITH AMERICAN SOLUTIONS INC 5095345625 201 WEST NORTH RIVER DRIVE SUITE SPOKANE WA 99201 RICHARD J MORRISON CHAIRMAN 1.00 X X 0 0 0 MICKEY MULHOLLAND SECRETARY 1.00 X X 0 0 0 KIM RICKARD SECRETARY (OUTGOING) 1.00 X X 0 0 0 NICK PATCH TRUSTEE 1.00 X 0 0 0 CODY MORRITT TRUSTEE 1.00 X 0 0 0 ADAM HAIGHT TRUSTEE 1.00 X 0 0 0 ZACH CLINCH TRUSTEE 1.00 X 0 0 0 BECKY RIEDL TRUSTEE (OUTGOING) 1.00 X 0 0 0 JOSH SPEER TRAINING DIRECTOR 40.00 X 52707 0 25000 52707 0 25000 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 291279 291279 TRAINING REIMBURSEMENT 900099 22912 22912 314191 1088 1088 41173 42076 -903 -903 -903 LEGAL PROCEEDS 900099 23037 23037 23037 337413 337228 0 185 52707 52707 34958 34958 23064 23064 29022 29022 14077 14077 12487 12487 18167 18167 7450 7450 116 116 12448 12448 32796 32796 71118 71118 4710 4710 428 428 12968 12968 DRUG TESTING 15716 15716 TRAINING 2501 2501 344733 344733 0 0 55701 39353 1064 21770 17844 14661 6876 4147 458142 442972 15598 15170 30736 0 23037 127819 118138 13381 11020 13381 11020 X 0 0 0 0 114438 107118 114438 107118 127819 118138 -7320 0 X 0 1 X 0 0 X 16003 47120 4757 30000 97880 334239 323097 264383 267739 314191 1503649 350242 370217 269140 297739 314191 1601529 0 0 0 1601529 6820 4694 3316 1262 730 16822 6820 4694 3316 1262 730 16822 135 130 112 25000 25377 357062 375046 272586 299113 339921 1643728 0.97430 0.98670 0.01020 0.01310 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INTEREST ON LATE CONTRIBUTIONS - 2020 AMOUNT: $ 135. 2021 AMOUNT: $ 130. 2022 AMOUNT: $ 112. LEGAL PROCEEDS - 2023 AMOUNT: $ 25,000. 13969 13969 304312 303171 1141 132207 132147 60 7654 7654 0 15170 LEGAL PROCEEDS 23037 23037 X 337413 0 337413 0 337413 344733 0 344733 0 344733 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE TRUST BY A LETTER DATED DECEMBER 16, 1970, THAT THE TRUST IS DESIGNED IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE (IRC). ALTHOUGH THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE TRUST SPONSOR BELIEVES THAT THE TRUST IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE TRUST IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, NO PROVISIONS FOR INCOME TAXES HAVE BEEN MADE IN THESE FINANCIAL STATEMENTS. THE TRUST HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. THE TRUST DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS.THE TRUST FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HIRED A PROFESSIONAL ADMINISTRATOR FOR DAY-TO-DAY OPERATION OF THE TRUST, WHILE RETAINING ULTIMATE RESPONSIBILITY FOR THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE THIRD-PARTY ADMINISTRATOR PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS THAT ARE AVAILABLE TO THE PUBLIC WILL BE SENT UPON REQUEST. LABORERS AGC TRUST OF MT H&W 201 WEST NORTH RIVER DRIVE SUITE 45 SPOKANE WA 99201 811094866 HEALTH & WELFARE BENEFITS WA 501(C)(9) 0 LABORERS AGC PENSION TRUST OF MT 201 WEST NORTH RIVER DRIVE SUITE 45 SPOKANE WA 99201 916068929 PENSION BENEFITS WA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0