Form 990 for tax year 2022
Filed by NORTHEAST CARPENTERS APPRENTICE FUND.
Totals
- Total revenue
- $11,149,070
- Total expenses
- $11,504,831
- Contributions and grants received
- $601,293
- Grants paid
- $0
- Program service revenue
- $9,722,775
- Investment income
- $360,247
- Other revenue
- $464,755
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $10,293,017
- Management and general expenses
- $1,211,814
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $10,293,017
Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1e · Government grants (contributions)
$213,849
-
1f · All other contributions, gifts and grants
$387,444
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $9,647,472 · related or exempt $9,647,472
-
2b · Program service revenue: RENTAL INCOME
total $75,303 · related or exempt $75,303
-
3 · Investment income
total $476,271 · excluded $476,271
-
7a · Gross sales of assets other than inventory
securities $3,722,460
-
7b · Less cost or other basis and sales expenses
securities $3,838,484
-
7c · Gain or loss
securities -$116,024
-
7d · Net gain or loss
total -$116,024 · excluded -$116,024
-
11a · Other revenue: OTHER
total $464,755 · related or exempt $464,755
-
11e · Other revenue, total
$464,755
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $350,599 · program services $350,599
-
7 · Other salaries and wages
total $3,774,374 · program services $3,404,421 · management and general $369,953
-
8 · Pension plan contributions
total $1,326,116 · program services $1,224,524 · management and general $101,592
-
9 · Other employee benefits
total $793,679 · program services $695,715 · management and general $97,964
-
10 · Payroll taxes
total $333,088 · program services $301,903 · management and general $31,185
-
11b · Fees: legal
total $38,737 · management and general $38,737
-
11c · Fees: accounting
total $57,470 · management and general $57,470
-
11f · Fees: investment management
total $47,208 · management and general $47,208
-
13 · Office expenses
total $162,422 · program services $5,937 · management and general $156,485
-
14 · Information technology
total $137,116 · management and general $137,116
-
16 · Occupancy
total $2,287,457 · program services $2,287,457
-
17 · Travel
total $31,710 · program services $31,710
-
19 · Conferences, conventions and meetings
total $164,536 · program services $164,536
-
22 · Depreciation, depletion and amortization
total $590,827 · program services $590,265 · management and general $562
-
23 · Insurance
total $191,227 · program services $146,991 · management and general $44,236
-
24a · Other expenses: MATERIALS & SUPPLIES
total $653,891 · program services $653,891
-
24b · Other expenses: REPAIRS & MAINTENANCE
total $230,761 · program services $230,761
-
24c · Other expenses: OUTSIDE SERVICES
total $136,846 · program services $67,939 · management and general $68,907
-
24d · Other expenses: EQUIPMENT RENTAL
total $136,368 · program services $136,368
-
24e · All other expenses
total $60,399 · management and general $60,399
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,064,244 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $436,356 · end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $1,348,826 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $4,235,648 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $12,705,964 · end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $69,750 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $560,288
-
23 · Secured mortgages and notes payable
beginning of year $49,215
-
25 · Other liabilities
beginning of year $120,066 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $19,131,219 · end of year $0
Mission and programs · 2022
Mission
TO MAINTAIN TRAINING FACILITIES TO PROVIDE TRAINING OF APPRENTICES AND UPGRADING OF SKILL LEVEL FOR TRAINING JOURNEY LEVEL CARPENTERS
-
TO MAINTAIN TRAINING FACILITIES TO PROVIDE TRAINING OF APPRENTICES AND UPGRADING OF SKILL LEVEL FOR TRAINING JOURNEY LEVEL CARPENTERS
Expenses $10,293,017
As filed on the 2022 return.
Listed in Part VII
-
Jack KocsisJACK KOCSIS
EMPLOYER TRUSTEE/CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Eric JensenERIC JENSEN
EMPLOYER TRUSTEE/VICE CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Adam SchmitADAM SCHMIT
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Glenn GarlattiGLENN GARLATTI
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John EpifanoJOHN EPIFANO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark HallMARK HALL
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael TravostinoMICHAEL TRAVOSTINO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert HudsonROBERT HUDSON
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert PolisanoROBERT POLISANO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
William SprouleWILLIAM SPROULE
LABOR TRUSTEE/CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Anthony AbrantesANTHONY ABRANTES
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ray BruguerasRAY BRUGUERAS
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John DelsordiJOHN DELSORDI
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bruce GarganioBRUCE GARGANIO
LABOR TRUSTEE/VICE CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas IvesonTHOMAS IVESON
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Olaf OlsenOLAF OLSEN
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jamie V SerritellaJAMIE V SERRITELLA
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert TarbyROBERT TARBY
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter ToniaPETER TONIA
EXECUTIVE FUNDS DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- not reported
-
Nick DematteoNICK DEMATTEO
APPRENTICE TRAINING FUND D
- Total calculated
- $350,599
- From this org
- $232,877
- From related orgs
- $0
- Other
- $117,722
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $214,039
- Bonus
- $14,538
- Other
- $4,300
- Deferred
- $59,931
- Nontaxable benefits
- $57,791
- Filer's total
- $350,599
-
Thomas SommersTHOMAS SOMMERS
TRAINING DIRECTOR
- Total calculated
- $258,047
- From this org
- $168,354
- From related orgs
- $0
- Other
- $89,693
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,077
- Bonus
- $3,077
- Other
- $2,200
- Deferred
- $45,662
- Nontaxable benefits
- $44,031
- Filer's total
- $258,047
-
Kevin LearyKEVIN LEARY
TRAINING DIRECTOR
- Total calculated
- $242,897
- From this org
- $158,619
- From related orgs
- $0
- Other
- $84,278
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,232
- Bonus
- $2,891
- Other
- $2,496
- Deferred
- $42,905
- Nontaxable benefits
- $41,373
- Filer's total
- $242,897
-
Timothy WaringTIMOTHY WARING
INSTRUCTOR
- Total calculated
- $236,158
- From this org
- $148,552
- From related orgs
- $0
- Other
- $87,606
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,874
- Bonus
- $2,678
- Other
- $0
- Deferred
- $33,475
- Nontaxable benefits
- $54,131
- Filer's total
- $236,158
-
Philip DiazPHILIP DIAZ
TRAINING COORDINATOR
- Total calculated
- $228,501
- From this org
- $148,360
- From related orgs
- $0
- Other
- $80,141
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,711
- Bonus
- $2,649
- Other
- $0
- Deferred
- $40,799
- Nontaxable benefits
- $39,342
- Filer's total
- $228,501
-
Robert SmithROBERT SMITH
INSTRUCTOR
- Total calculated
- $282,577
- From this org
- $208,250
- From related orgs
- $0
- Other
- $74,327
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $198,750
- Bonus
- $7,500
- Other
- $2,000
- Deferred
- $37,715
- Nontaxable benefits
- $36,612
- Filer's total
- $282,577
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 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SUPPLEMENTAL INFORMATION
- PETER TONIA RECEIVES COMPENSATION AND BENEFITS FROM THE CARPENTERS BENEFIT FUNDS OF PHILADELPHIA OF WHICH $227.35 PER HOUR IS REIMBURSED BY THIS ENTITY IN CONNECTION WITH HIS CAPACITY AS EXECUTIVE FUNDS DIRECTOR.
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.
-
NORTHEAST CARPENTERS PENSION FUND
501(A) · BENEFIT FUND · NJ
-
NORTHEAST CARPENTERS ANNUITY FUND
501(A) · BENEFIT FUND · NJ
-
NORTHEAST CARPENTERS HEALTH FUND
501(C)9 · BENEFIT FUND · NJ
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
Liquidation · INVESTMENTS OF FAIR VALUE · Dec 31, 2022 · 501(C)(3)
-
Liquidation · RECEIVABLES · Dec 31, 2022 · 501(C)(3)
-
Liquidation · CASH · Dec 31, 2022 · 501(C)(3)
-
Liquidation · PROPERTY & EQUIPTMENT · Dec 31, 2022 · 501(C)(3)
-
Liquidation · OTHER ASSETS · Dec 31, 2022 · 501(C)(3)
-
Liquidation · ACCOUNTS PAYABLE · Dec 31, 2022 · 501(C)(3)
-
Liquidation · DUE TO RELATED ORGANIZATIONS · Dec 31, 2022 · 501(C)(3)
-
Liquidation · NOTE PAYABLE · Dec 31, 2022 · 501(C)(3)
-
Liquidation · DEFERRED COMPENSATION · Dec 31, 2022 · 501(C)(3)
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312619349301801
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