NATIONAL ELEVATOR INDUSTRY EDUCATIONAL PROGRAM: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ELEVATOR INDUSTRY EDUCATIONAL PROGRAM (EIN 23-6421955)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202531359349308928
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T12:58:55-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571139864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISANTO PRIEST & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 METRO CENTER BOULEVARD 3000 | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236421955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ELEVATOR INDUSTRY EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | PROGRAM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5086992200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 LARSEN WAY | AddressLine1Txt |
| City | ATTLEBORO FALLS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02763 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MORGAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5086992200 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE B GAIPO CPA | PreparerPersonNm |
| PTIN | P01253157 | PTIN |
| Phone | 4019212000 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID MORGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 LARSEN WAY | AddressLine1Txt |
| City | ATTLEBORO FALLS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02763 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $101,861,167 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEIEP.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF NATIONAL ELEVATOR INDUSTRY EDUCATIONAL PROGRAM (NEIEP) IS DESCRIBED IN SCHEDULE O.*THE MISSION OF NATIONAL ELEVATOR INDUSTRY EDUCATIONAL PROGRAM (NEIEP) IS TO DELIVER WORLD-CLASS EDUCATION, TRAINING, AND SAFETY AWARENESS TO ELEVATOR CONSTRUCTORS, MAINTAINING OUR POSITION AS THE MOST HIGHLY-SKILLED LABOR FORCE IN THE CONVEYANCE INDUSTRY. THE PURPOSE OF THE PROGRAM IS TO SUPPORT, THROUGH EMPLOYER CONTRIBUTIONS TO A TRUST FUND, EDUCATION AND TRAINING PROGRAMS FOR ELEVATOR CONSTRUCTOR MECHANICS, ASSISTANT MECHANICS, HELPERS, AND APPRENTICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 876 | TotalEmployeeCnt |
| Total Volunteers | 530 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,947 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,043,132 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,748,096 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,632,222 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,994,713 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,413 | PYOtherRevenueAmt |
| CY Other Revenue | $10,287 | CYOtherRevenueAmt |
| PY Total Revenue | $36,692,886 | PYTotalRevenueAmt |
| CY Total Revenue | $43,762,043 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,366,419 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,015,469 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,702,776 | PYOtherExpensesAmt |
| CY Other Expenses | $19,579,138 | CYOtherExpensesAmt |
| PY Total Expenses | $40,069,195 | PYTotalExpensesAmt |
| CY Total Expenses | $43,594,607 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,376,309 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $167,436 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $171,999,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $175,811,107 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,067,661 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,951,915 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $163,932,145 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $166,859,192 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO DELIVER WORLD-CLASS EDUCATION, TRAINING, AND SAFETY AWARENESS TO ELEVATOR CONSTRUCTORS, MAINTAINING OUR POSITION AS THE MOST HIGHLY-SKILLED LABOR FORCE IN THE CONVEYANCE INDUSTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,816,877 | ExpenseAmt |
| Revenue | $37,748,096 | RevenueAmt |
| Desc | EDUCATION AND TRAINING PROGRAMS WERE PROVIDED TO ELEVATOR CONSTRUCTOR MECHANICS, ASSISTANT MECHANICS, HELPERS, AND APPRENTICES THROUGH EMPLOYER CONTRIBUTIONS TO A TRUST FUND, APTITUDE TEST RECEIPTS, AND REIMBURSEMENTS FOR EDUCATIONAL MATERIALS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. | Desc |
| Total Program Service Expenses | $36,816,877 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 118 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 876 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID MORGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086992200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 LARSEN WAY | AddressLine1Txt |
| City | ATTLEBORO FALLS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02763 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| MARK ANDERSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ABEL J ARABITG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL CAFFARELLI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CAMPBELL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P CAPUANI JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDY J CHISTOLINI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FAURE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC J HOLYOKE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD L KELLER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD R LEGOTTE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY J MCGANN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK UPCHURCH | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID T MORGAN | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | $303,603 | $0 | $81,173 | Yes (X) | |||
| JOHN J CAUGHEY | ||||||||
| ASSISTANT EXECUTIVE DIRECTOR | 50.00 | $244,850 | $0 | $81,173 | Yes (X) | |||
| EDWARD L CHRISTENSEN JR | ||||||||
| NATIONAL COORDINATOR | 45.00 | $205,430 | $0 | $79,939 | Yes (X) | |||
| JOEL M ROBERTS | ||||||||
| AREA COORDINATOR | 45.00 | $204,305 | $0 | $79,939 | Yes (X) | |||
| LESTER E WHITE | ||||||||
| DEPARTMENT HEAD OF DEVELOPMENT | 45.00 | $202,415 | $0 | $76,238 | Yes (X) | |||
| CURTIS R DEVILLERS | ||||||||
| SUBJECT MATTER EXPERT | 45.00 | $180,773 | $0 | $76,238 | Yes (X) | |||
| ROBERT J GRAHAM JR | ||||||||
| AREA COORDINATOR | 45.00 | $180,016 | $0 | $79,939 | Yes (X) | |||
| JOHN J O'DONNELL | ||||||||
| FORMER NATIONAL EXECUTIVE DIRECTOR | 0.00 | $217,500 | $0 | $4,473 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,738,892 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $559,112 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CSM GROUP INC | |||||
| 215 N BROW ST | EAST PROVIDENCE | RI | 02914 | PRINTING & RELATED SERVICES | $370,291 |
| MONDO XR INC | |||||
| 192 CEDAR ST | WARWICK | RI | 02818 | CONSULTING | $267,000 |
| INSEGMENT | |||||
| 300 WASHINGTON ST STE 850 | NEWTON | MA | 02458 | CONSULTING | $250,000 |
| PERFORMANCE ASSOCIATES | |||||
| 618 OAKLEAF OFFICE LN STE 500 | MEMPHIS | TN | 38117 | CONSULTING | $210,239 |
| PROMETRIC LLC | |||||
| PO BOX 223608 | PITTSBURGH | PA | 15251 | CONSULTING | $187,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,947 | AllOtherContributionsAmt |
| Total Contributions | $8,947 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RECEIPTS FROM EMPLOYERS | 611600 | $37,443,639 | $37,443,639 |
| APTITUDE TEST RECEIPTS | 611600 | $163,175 | $163,175 |
| REIMB. FOR EDUCATIONAL MATERIAL | 611600 | $141,282 | $141,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,748,096 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,203,475 | TotalRevenueColumnAmt |
| Exclusion | $3,203,475 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,800 | TotalRevenueColumnAmt |
| Exclusion | $8,800 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,889,062 | SecuritiesAmt |
| Other | $1,300 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,078,703 | SecuritiesAmt |
| Other | $20,421 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,810,359 | SecuritiesAmt |
| Other | -$19,121 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,791,238 | TotalRevenueColumnAmt |
| Exclusion | $2,791,238 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUNDRY REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,487 | TotalRevenueColumnAmt |
| Exclusion | $1,487 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,487 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,762,043 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,748,096 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,005,000 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,981 | TotalAmt |
| Management And General | $722,981 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,736,763 | TotalAmt |
| Program Services | $16,388,766 | ProgramServicesAmt |
| Management And General | $1,347,997 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,403,028 | TotalAmt |
| Program Services | $1,891,843 | ProgramServicesAmt |
| Management And General | $511,185 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764,883 | TotalAmt |
| Program Services | $1,357,815 | ProgramServicesAmt |
| Management And General | $407,068 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,387,814 | TotalAmt |
| Program Services | $1,248,495 | ProgramServicesAmt |
| Management And General | $139,319 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,877 | TotalAmt |
| Management And General | $279,877 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,543 | TotalAmt |
| Management And General | $205,543 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,269 | TotalAmt |
| Management And General | $131,269 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,547,001 | TotalAmt |
| Program Services | $1,202,295 | ProgramServicesAmt |
| Management And General | $344,706 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,132,945 | TotalAmt |
| Program Services | $940,511 | ProgramServicesAmt |
| Management And General | $192,434 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,646,484 | TotalAmt |
| Program Services | $5,030,985 | ProgramServicesAmt |
| Management And General | $615,499 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,547,819 | TotalAmt |
| Program Services | $1,435,379 | ProgramServicesAmt |
| Management And General | $112,440 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,684 | TotalAmt |
| Program Services | $78,263 | ProgramServicesAmt |
| Management And General | $81,421 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,170 | TotalAmt |
| Program Services | $384 | ProgramServicesAmt |
| Management And General | $1,786 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,439,081 | TotalAmt |
| Program Services | $3,337,209 | ProgramServicesAmt |
| Management And General | $1,101,872 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,374 | TotalAmt |
| Management And General | $440,374 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LOCAL PROGRAM FUNDING | $1,999,562 | $1,999,562 | |
| INSTRUCTIONAL MATERIALS | $1,324,130 | $1,324,130 | |
| TRAINING | $536,758 | $533,769 | $2,989 |
| MEMBERSHIPS & SOFTWARE | $157,680 | $33,190 | $124,490 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,761 | TotalAmt |
| Program Services | $14,281 | ProgramServicesAmt |
| Management And General | $14,480 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,594,607 | TotalAmt |
| Program Services | $36,816,877 | ProgramServicesAmt |
| Management And General | $6,777,730 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,627 | BOYAmt |
| EOY | $386,905 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,583,115 | BOYAmt |
| EOY | $4,304,658 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,371,236 | BOYAmt |
| EOY | $3,471,701 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,702,952 | BOYAmt |
| EOY | $1,442,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,202,242 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,860,168 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,142,164 | BOYAmt |
| EOY | $39,342,074 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,731,833 | BOYAmt |
| EOY | $92,125,367 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,670,940 | BOYAmt |
| EOY | $31,487,081 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,389,939 | BOYAmt |
| EOY | $3,250,761 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,999,806 | BOYAmt |
| EOY | $175,811,107 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,615,687 | BOYAmt |
| EOY | $4,127,044 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,336,452 | BOYAmt |
| EOY | $2,158,137 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,115,522 | BOYAmt |
| EOY | $2,666,734 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,067,661 | BOYAmt |
| EOY | $8,951,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,932,145 | BOYAmt |
| EOY | $166,859,192 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,932,145 | BOYAmt |
| EOY | $166,859,192 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,999,806 | BOYAmt |
| EOY | $175,811,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $167,436 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,759,611 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,649,557 | OtherCostOrOtherBasisAmt |
| Book Value | $1,649,557 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,479,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,394,841 | DepreciationAmt |
| Book Value | $27,085,109 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,030,598 | OtherCostOrOtherBasisAmt |
| Depreciation | $679,180 | DepreciationAmt |
| Book Value | $351,418 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,441,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,036,839 | DepreciationAmt |
| Book Value | $6,405,019 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,600,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,749,308 | DepreciationAmt |
| Book Value | $3,850,971 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,342,074 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| AMERICAN STRATEGIC VALUE REALTY FUND, LP | $6,635,879 | F |
| BRANDYWINE GLOBAL FIXED INCOME FUND | $2,495,599 | F |
| GROSVENOR INSTITUTIONAL PARTNERS, LP | $9,021,257 | F |
| LIGHTHOUSE DIVERSIFIED FUND | $8,644,362 | F |
| ACADIAN U.S. MANAGED VOLATILITY EQUITY FUND | $4,689,984 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $31,487,081 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE OBLIGATIONS | Desc |
| Amt | $2,666,734 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,666,734 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,748,209 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,748,209 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $131,269 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,882,565 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,013,834 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,762,043 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,463,338 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,463,338 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $131,269 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $131,269 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,594,607 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PROGRAM QUALIFIED AS A NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND THEREFORE IS NOT SUBJECT TO INCOME TAX. THE PROGRAM IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). CERTAIN UNRELATED BUSINESS INCOME, AS DEFINED IN THE IRC, IS SUBJECT TO FEDERAL INCOME TAX. FOR THE YEAR ENDED JUNE 30, 2024, THERE WAS NO LIABILITY FOR INCOME TAX ON UNRELATED BUSINESS INCOME. NEIEP, LLC IS A SINGLE MEMBER LLC, WHOLLY OWNED BY NATIONAL ELEVATOR INDUSTRY EDUCATIONAL PROGRAM. THE INCOME AND EXPENSES ARE INCLUDED IN THE PROGRAM'S FORM 990. THE TRUSTEES BELIEVE THAT THE PROGRAM AND THE TRUST CONTINUE TO BE QUALIFIED AND TAX EXEMPT AS A MULTIEMPLOYER COLLECTIVELY BARGAINED HEALTH AND WELFARE BENEFIT PLAN THAT PROVIDES APPRENTICESHIP TRAINING BENEFITS AND IS EXEMPT FROM FILING FORM 5500 WITH THE U.S. DEPARTMENT OF LABOR EMPLOYEE BENEFIT SECURITY ADMINISTRATION. NO CHANGE IS THE PROGRAM'S TAX STATUS IS ANTICIPATED. NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PROGRAM'S CONSOLIDATED FINANCIAL STATEMENTS. THE PROGRAM HAS ADOPTED THE GUIDANCE FOR "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES", A TOPIC OF THE FASB ASC, WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING & DISCLOSING IN THE CONSOLIDATED FINANCIAL STATEMENTS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THIS MODEL INCLUDES RECOGNIZING INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS. THE PROGRAM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS OF JUNE 30, 2024, THE PROGRAM'S TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION FOR THREE YEARS FROM THE DATE FILED WITH EACH TAXING JURISDICTION. AS OF JUNE 30, 2024, MANAGEMENT BELIEVES NO SUCH PROVISION FOR UNCERTAIN TAX POSITIONS ARE NECESSARY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET REALIZED GAIN AND INTEREST AND DIVIDEND INCOME ON INVESTMENTS RECORDED AS OTHER INCOME ON FINANCIAL STATEMENTS. 5,882,565. |
| PART VI, LINE 1E: | OTHER ASSETS LISTED IN PART VI - LAND, BUILDINGS AND EQUIPMENT: FURNITURE, FIXTURES, SOFTWARE, AND COURSEWARE. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | 0 | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | 0 | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | 0 | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | 0 | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | 0 | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE EXPLANATION IN PART II. |
| SCHEDULE E, PART I, LINE 4 | SEE EXPLANATION IN PART II. |
| PART I, LINES 2, 3, 4A-D, 5A-H, AND 7 - | THE PROGRAM WAS ESTABLISHED PURSUANT TO THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE INTERNATIONAL UNION OF ELEVATORS CONSTRUCTORS, ON THE ONE PART, AND CONTRIBUTING EMPLOYERS, ON THE OTHER PART. BY DESIGN, THE PROGRAM ACCEPTS (I.E. TRAINS) ALL UNION MEMBERS IN GOOD STANDING AND PROBATIONARY APPRENTICES, AS DEFINED IN THE COLLECTIVE BARGAINING AGREEMENTS. THE COLLECTIVE BARGAINING AGREEMENTS FURTHER THE INDUSTRY BY OPERATING AND PROVIDING MEMBERSHIP IN A RACIALLY NONDISCRIMINATORY WAY. ACCORDINGLY, THE PROGRAM ONLY ACCEPTS INDIVIDUALS WHO GAIN MEMBERSHIP IN THE UNION ACCORDING TO THIS NONDISCRIMINATORY METHOD OF OPERATION. IN ADDITION, THE PROGRAM INCLUDES ITS NONDISCRIMINATORY POLICY IN ALL INDUSTRY ADVERTISEMENTS. THE PROGRAM TRAINS MEMBERS BY PROVIDING CLASSES, TRAINING MODULES, AND EXAMINATIONS. THE PROGRAM DOES NOT PROVIDE GRANTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID T MORGAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $303,603 | $0 | $0 | $0 | $0 | $0 | $49,344 | $0 | $31,829 | $0 | $384,776 | $0 | $0 | $0 |
| JOHN J CAUGHEY | ||||||||||||||
| ASSISTANT EXECUTIVE DIRECTOR | $244,850 | $0 | $0 | $0 | $0 | $0 | $49,344 | $0 | $31,829 | $0 | $326,023 | $0 | $0 | $0 |
| EDWARD L CHRISTENSEN JR | ||||||||||||||
| NATIONAL COORDINATOR | $205,430 | $0 | $0 | $0 | $0 | $0 | $48,110 | $0 | $31,829 | $0 | $285,369 | $0 | $0 | $0 |
| JOEL M ROBERTS | ||||||||||||||
| AREA COORDINATOR | $204,305 | $0 | $0 | $0 | $0 | $0 | $48,110 | $0 | $31,829 | $0 | $284,244 | $0 | $0 | $0 |
| LESTER E WHITE | ||||||||||||||
| DEPARTMENT HEAD OF DEVELOPMENT | $202,415 | $0 | $0 | $0 | $0 | $0 | $44,409 | $0 | $31,829 | $0 | $278,653 | $0 | $0 | $0 |
| CURTIS R DEVILLERS | ||||||||||||||
| SUBJECT MATTER EXPERT | $180,773 | $0 | $0 | $0 | $0 | $0 | $44,409 | $0 | $31,829 | $0 | $257,011 | $0 | $0 | $0 |
| ROBERT J GRAHAM JR | ||||||||||||||
| AREA COORDINATOR | $180,016 | $0 | $0 | $0 | $0 | $0 | $48,110 | $0 | $31,829 | $0 | $259,955 | $0 | $0 | $0 |
| JOHN J O'DONNELL | ||||||||||||||
| FORMER NATIONAL EXECUTIVE DIRECTOR | $0 | $0 | $0 | $0 | $217,500 | $0 | $0 | $0 | $4,473 | $0 | $221,973 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 - | THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION OF THE PROGRAM'S EXECUTIVE DIRECTOR AND ASSISTANT EXECUTIVE DIRECTOR. THE BOARD OF TRUSTEES CONSIDERS AVAILABLE INDUSTRY COMPENSATION DATA IN CONDUCTING THE REVIEW. DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS ARE DOCUMENTED IN THE BOARD OF TRUSTEES' MEETING MINUTES. REVIEW OF COMPENSATION IS CONDUCTED ON AN ANNUAL BASIS. |
| PART I, LINE 4A AND LINE 7 - | JOHN J. O'DONNELL, THE PROGRAM'S FORMER NATIONAL EXECUTIVE DIRECTOR, WAS PAID A SEVERANCE PAYMENT OF $217,500. THIS AMOUNT WAS PAID IN JANUARY 2023 AND WAS RELATED TO THE PREVIOUS FISCAL YEAR-END. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND INCLUDED IN HIS 2023 FORM W-2. HE WAS ALSO PAID A TOTAL OF $4,473 FOR REIMBURSEMENT OF HEALTH INSURANCE COSTS FOR JANUARY TO MARCH 2023. THIS AMOUNT WAS PAID IN THREE PAYMENTS OF $1,491 FROM JANUARY TO MARCH 2023 AND WAS RELATED TO THE PREVIOUS FISCAL YEAR-END. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (D). |
| PART II, COLUMN (C) RETIREMENT AND OTHER DEFERRED COMPENSATION - | INCLUDED IN SCHEDULE J, PART II, COLUMN (C), ARE EMPLOYER CONTRIBUTIONS TO A DEFINED BENEFIT PLAN AND ANNUITY PLAN FOR ALL THE INDIVIDUALS LISTED. |
| PART II, COLUMN (D) NONTAXABLE BENEFITS - | INCLUDED IN SCHEDULE J, PART II, COLUMN (D), ARE EMPLOYER BENEFIT COSTS FOR HEALTH AND OTHER RELATED INSURANCE BENEFITS FOR ALL THE INDIVIDUALS LISTED, EXCLUDING JOHN J. O'DONNELL, FORMER NATIONAL EXECUTIVE DIRECTOR WHOSE AMOUNT LISTED WAS FOR REIMBURSEMENT OF HEALTH INSURANCE COSTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 28A-C | THE PROGRAM SHARES CERTAIN ADMINISTRATIVE EXPENSES WITH THE NATIONAL ELEVATOR INDUSTRY PENSION AND HEALTH BENEFIT PLANS. THE PROGRAM AND THESE PLANS SHARE ONE OR MORE COMMON TRUSTEES. THE NATIONAL ELEVATOR INDUSTRY BENEFIT PLANS PROVIDE CERTAIN ADMINISTRATIVE SERVICES TO THE PROGRAM, FOR WHICH THE PROGRAM REIMBURSES THESE PLANS. THE PROGRAM MADE PAYMENTS IN THE AMOUNT OF $47,000 FOR ADMINISTRATIVE FEES FOR THE FISCAL YEAR ENDED JUNE 30, 2024. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PROGRAM IS ADMINISTERED BY TEN TRUSTEES, FIVE OF WHOM ARE APPOINTED BY THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS (IUEC) AND FIVE OF WHOM ARE APPOINTED BY THE NATIONAL ELEVATOR INDUSTRY, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | FOR THE REVIEW PROCESS OF THE RETURN, A DRAFT OF THE FORM 990 IS PROVIDED TO THE PROGRAM'S EXECUTIVE DIRECTOR, THE PROGRAM'S CONTROLLER, AND THE PROGRAM'S ACCOUNTING MANAGER FOR REVIEW AND APPROVAL BEFORE FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PROGRAM'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND COPIES ARE PROVIDED UPON REQUEST. THE PROGRAM DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE PROGRAM DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VII, SECTION A, COLUMN (B), COLUMN (E), AND COLUMN (F) - | THERE ARE NO HOURS AND/OR COMPENSATION FROM RELATED ORGANIZATIONS. SOME BOARD MEMBERS SERVE ON OTHER BOARDS SIMILAR IN NATURE TO THE PROGRAM. REASONABLE EFFORTS ARE MADE TO OBTAIN INFORMATION REGARDING COMPENSATION FROM RELATED ORGANIZATIONS, IF ANY, BY DISTRIBUTING ANNUALLY A QUESTIONNAIRE TO EACH LISTED PERSON. |
| FORM 990, PART X - BALANCE SHEET | INCLUDED IN PART X, BALANCE SHEET, LINE 27 - NET ASSETS WITHOUT DONOR RESTRICTIONS, ARE BOARD DESIGNATED ENDOWMENT FUNDS WITHOUT DONOR RESTRICTIONS TOTALING $126,936,017 AND $125,238,734 FOR THE YEARS ENDED JUNE 30, 2024 AND JUNE 30, 2023, RESPECTIVELY. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIEP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 LARSEN WAY | AddressLine1Txt |
| City | ATTLEBORO FALLS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02763 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832066856 | EIN |
| Primary Activities | DISREGARDED ENTITY | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ELEVATOR INDUSTRY EDUCATIONAL PROGRAM | BusinessNameLine1Txt |
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