Form 990 for tax year 2022
Filed by NORTH ATLANTIC STATES CARPENTERS VACATION FUND.
Totals
- Total revenue
- $23,282,520
- Total expenses
- $23,093,724
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $23,093,985
- Investment income
- $188,535
- Other revenue
- $0
- Total assets, end of year
- $5,997,624
- Total liabilities, end of year
- $25,154
- Net assets or fund balances, end of year
- $5,972,470
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $23,093,985 · related or exempt $23,093,985
-
3 · Investment income
total $188,535 · excluded $188,535
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $22,966,089
-
11c · Fees: accounting
total $14,000
-
13 · Office expenses
total $31,699
-
23 · Insurance
total $5,650
-
24a · Other expenses: ADMINISTRATIVE FEES
total $76,286
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $58,560
-
2 · Savings and temporary cash investments
beginning of year $3,585,557 · end of year $3,594,218
-
4 · Accounts receivable
beginning of year $2,227,177 · end of year $2,344,846
-
17 · Accounts payable and accrued expenses
beginning of year $29,060 · end of year $25,154
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $5,783,674 · end of year $5,972,470
Mission and programs · 2022
Mission
TO PROVIDE PARTICIPANTS WITH VACATION BENEFITS
-
TO PROVIDE PARTICIPANTS WITH VACATION BENEFITS
As filed on the 2022 return.
Listed in Part VII
-
Thomas J FlynnTHOMAS J FLYNN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Thomas SteevesTHOMAS STEEVES
SECRETARY/TREAS
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Michael C SanchezMICHAEL C SANCHEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Joseph ByrneJOSEPH BYRNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Michael ShaughnessyMICHAEL SHAUGHNESSY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
William SheaWILLIAM SHEA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Jamie NoonJAMIE NOON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Jack DonahueJACK DONAHUE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
John MurphyJOHN MURPHY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
John ButtsJOHN BUTTS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Joseph EpifanoJOSEPH EPIFANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
James CarrJAMES CARR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Jeff WolcheskiJEFF WOLCHESKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Rodney FriasRODNEY FRIAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
David MinasianDAVID MINASIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Thomas S GunningTHOMAS S GUNNING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Kim HokansonKIM HOKANSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Michael HolmesMICHAEL HOLMES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Marc OkunMARC OKUN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Noel XavierNOEL XAVIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Richard S MonarcaRICHARD S MONARCA
EXECUTIVE DIR. - THRU 6/2022
- Total calculated
- $299,519
- From this org
- $0
- From related orgs
- $255,824
- Other
- $43,695
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $253,222 related
- Bonus
- $0
- Other
- $0 + $2,602 related
- Deferred
- $0 + $34,005 related
- Nontaxable benefits
- $0 + $9,690 related
- Filer's total
- $0 + $299,519 related
-
Suzanne M SmithSUZANNE M SMITH
CFO
- Total calculated
- $288,382
- From this org
- $0
- From related orgs
- $226,937
- Other
- $61,445
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $225,749 related
- Bonus
- $0
- Other
- $0 + $1,188 related
- Deferred
- $0 + $38,035 related
- Nontaxable benefits
- $0 + $23,410 related
- Filer's total
- $0 + $288,382 related
-
Robert R SicaROBERT R SICA
CIO
- Total calculated
- $245,770
- From this org
- $0
- From related orgs
- $184,325
- Other
- $61,445
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $183,962 related
- Bonus
- $0
- Other
- $0 + $363 related
- Deferred
- $0 + $38,035 related
- Nontaxable benefits
- $0 + $23,410 related
- Filer's total
- $0 + $245,770 related
-
Ingrid BierenINGRID BIEREN
COO
- Total calculated
- $223,334
- From this org
- $0
- From related orgs
- $161,889
- Other
- $61,445
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $161,327 related
- Bonus
- $0
- Other
- $0 + $562 related
- Deferred
- $0 + $38,035 related
- Nontaxable benefits
- $0 + $23,410 related
- Filer's total
- $0 + $223,334 related
-
Joel ConnerJOEL CONNER
CONTROLLER
- Total calculated
- $209,827
- From this org
- $0
- From related orgs
- $152,067
- Other
- $57,760
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $151,564 related
- Bonus
- $0
- Other
- $0 + $503 related
- Deferred
- $0 + $34,350 related
- Nontaxable benefits
- $0 + $23,410 related
- Filer's total
- $0 + $209,827 related
-
James ReaganJAMES REAGAN
COLLECTIONS MANAGER
- Total calculated
- $184,576
- From this org
- $0
- From related orgs
- $126,816
- Other
- $57,760
- Hours/week
- 2 + 35.5 related
Schedule J breakdown matched by us
- Base
- $0 + $126,208 related
- Bonus
- $0
- Other
- $0 + $608 related
- Deferred
- $0 + $34,350 related
- Nontaxable benefits
- $0 + $23,410 related
- Filer's total
- $0 + $184,576 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART 1 LINE 4B
- THE EXECUTIVE DIRECTOR RETIRED EFFECTIVE 06/30/2022 AND PARTICIPATES IN A DEFERRED COMPENSATION PLAN, PROVIDED BY A RELATED ORGANIZATION, IN HIS CAPACITY AS EXECUTIVE DIRECTOR OF THIS ENTITY AND RELATED ORGANIZATIONS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NORTH ATLANTIC STATES CARP PENSION FUND
401(A) · TO PROVIDE PENSION BENEFITS TO ITS PARTICIPANTS · MA
-
NORTH ATLANTIC STATES CARP GUARANTEED AN FUND
401(A) · TO PROVIDE GUARANTEED ANNUITY BENEFITS TO ITS PARTICIPANTS · MA
-
NORTH ATLANTIC STATES CARP HEALTH BENEFITS FUND
501(C)9 · TO PROVIDE HEALTH BENEFITS TO ITS PARTICIPANTS · MA
-
NORTH ATLANTIC STATES REGIONAL COUNCIL OF CARPENTERS
501(C)5 · PLAN SPONSOR · MA
-
SEE SCHEDULE R SUPPLEMENTAL INFORMATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SEE SCHEDULE R SUPPLEMENTAL INFORMATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303109349301480
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