2026-02-17T13:55:17-06:00 2025-03-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2024-04-01 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 2026-02-16 1 1 CHRISTI JONES CPA P01235845 5093230272 2026-02-16 2024 2025-03-06 01:10:19Z RICHARD J MORRISON 201 WEST NORTH RIVER DRIVE 450 SPOKANE WA 99201 354060 0 X N/A X 1970 MT TRAINING FOR APPRENTICES AND JOURNEYMEN. 6 6 0 8 0 0 0 0 314191 352971 185 772 23037 317 337413 354060 0 0 0 0 153828 152108 0 0 0 190905 180922 344733 333030 -7320 21030 118138 115191 11020 7927 107118 107264 TRAINING FOR APPRENTICES AND JOURNEYMEN 0 0 333030 353288 THE TRUST OPERATES TRAINING AND RETRAINING PROGRAMS FOR BEGINNING AND EXPERIENCED LABORERS WORKING IN THE CONSTRUCTION TRADES IN MONTANA. 333030 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 1 0 0 0 1 0 0 0 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 X RICHARD J MORRISON CHAIRMAN 1.00 X X 0 0 0 MICKEY MULHOLLAND SECRETARY 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 JOSH SPEER TRAINING DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 325658 325658 TRAINING REIMBURSEMENT 900099 27313 27313 352971 772 772 LIQUIDATED DAMAGES 900099 317 317 317 354060 353288 0 772 87289 87289 51295 51295 13524 13524 12474 12474 35747 35747 7945 7945 111 111 7765 7765 26103 26103 49476 49476 11341 11341 12060 12060 DRUG TESTING 13969 13969 TRAINING 3931 3931 333030 333030 0 0 39353 67641 21770 12387 14661 14014 4147 5551 458142 442544 15170 15598 23037 118138 115191 11020 7927 11020 7927 X 0 0 0 0 107118 107264 107118 107264 118138 115191 21030 -20884 0 X 0 0 0 X 47120 4757 30000 81877 323097 264383 267739 314191 352971 1522381 370217 269140 297739 314191 352971 1604258 0 0 0 1604258 4694 3316 1262 730 772 10774 4694 3316 1262 730 772 10774 135 130 112 25000 25377 375046 272586 299113 339921 353743 1640409 0.97800 0.97430 0.00660 0.01020 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 131719 488 7654 7654 0 15598 X 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