2015-11-13T12:27:47-06:00 2015-06-30 043097400 KEVIN P MARTIN ASSOCIATES PC 10 FORBES WEST BRAINTREE MA 02184 990 2014-07-01 043322535 NEW ENGLAND REGIONAL COUNCIL OF CARPENTERS UNITED BROTHERHOOD 4064 LOCAL NEWE 8002756200 750 DORCHESTER AVE BOSTON MA 021251132 MARK ERLICH EXECUTIVE SECRETARY 8002756200 2015-11-05 1 KENNETH DAVIN CPA P01280481 7813803520 2015-11-05 2014 2016-02-25 16:41:14Z MARK ERLICH 750 DORCHESTER AVE BOSTON MA 02125 24002190 0 X WWW.NERCC.ORG X 1996 MA TO GENERATE JOBS FOR UNION CARPENTERS 13 2 99 0 0 0 0 0 20475930 23173463 542467 534334 257973 240734 21276370 23948531 149025 163600 0 0 13985542 14846159 0 0 0 4755132 4861764 18889699 19871523 2386671 4077008 38031878 42939325 4112031 2581083 33919847 40358242 PROMOTE UNION CONSTRUCTION AND REPRESENT THE INTERESTS OF OUR MEMBERS 0 0 PROMOTE UNION CONSTRUCTION THROUGH ORGANIZING, COALITION WORK AND REGULATORY ENFORCEMENT. REPRESENT THE INTEREST OF MEMBERS AS WELL AS RAISE STANDARDS OF ALL CARPENTERS IN THE REGIONAL CONSTRUCTION INDUSTRY. 0 0 1 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 5 0 99 1 0 0 0 0 0 0 0 0 0 0 X 13 2 0 0 0 0 1 1 0 1 0 0 1 1 1 1 0 0 0 0 1 1 0 X MARK ERLICH 8002756200 750 DORCHESTER AVE BOSTON MA 02125 AL PECIARO VICE PRESIDENT 40.00 1.00 X X 141469 0 82642 BRIAN RICHARDSON TRUSTEE 40.00 1.00 X 140770 0 82496 BRUCE LYDEM EXEC. COMMITTEE 40.00 1.00 X 114666 0 76133 DAVE PALMISCIANO TRUSTEE 40.00 1.00 X 133297 0 84540 GARY DECOSTA EXEC. COMMITTEE 40.00 1.00 X 118935 0 77847 JOHN CUNNINGHAM EXEC. COMMITTEE 40.00 1.00 X 97328 0 72360 JOHN DONAHUE WARDEN 40.00 1.00 X X 110921 0 76144 JOHN LEAVITT EXEC. COMMITTEE 40.00 1.00 X 106920 0 73909 JOHN MURPHY EXEC. COMMITTEE 40.00 1.00 X 107349 0 75367 MARK ERLICH EXEC. SECRETARY-TREASURER 40.00 1.00 X X 209251 0 96877 PAUL LANDER TRUSTEE 40.00 1.00 X 95610 0 76429 RICHARD MONARCA PRESIDENT 2.00 1.00 X X 0 0 0 TOM FLYNN EXEC. COMMITTEE 2.00 1.00 X 0 0 0 ELIZABETH CONWAY CFO 40.00 1.00 X 117883 0 19690 DANNY KUHS REGIONAL MANAGER 40.00 X 112477 0 76332 DAVID DOW REGIONAL MANAGER 40.00 X 113072 0 76459 STEPHEN JOYCE POLITICAL DIRECTOR 40.00 X 117926 0 77497 TED DUARTE SENIOR ORGANIZER 40.00 X 106664 0 74273 RICH PEDI BUSINESS REPRESENTATIVE 40.00 X 104356 0 74596 2048894 0 1273591 25 0 1 0 KRAKOW & SOURIS LLC 225 FRIEND ST BOSTON MA 02114 LEGAL 376576 MINTZ LEVIN ONE FINANCIAL CENTER BOSTON MA 02111 LEGAL 303237 2 MEMBERSHIP DUES & ASSESSMENTS 900099 23010015 23010015 INT INCOME PROG N/R 900099 515722 515722 EARNING PROG REL INVSTMNT 900099 -352274 -352274 23173463 453280 453280 218841 0 218841 218841 218841 134713 53659 81054 81054 81054 SETTLEMENT & APPRAISAL FEE 900099 19786 19786 2107 2107 21893 23948531 23195356 0 753175 40125 123475 2598399 6491911 3735360 1330752 689737 308860 38500 8872 5095 424871 327067 19273 1005115 498172 158722 55399 483976 103423 TRADE COUNCIL MEMBERSHI 1086407 ORGANIZING PICKET EXPEN 212965 TRAINING 125047 19871523 1222498 1968319 1286381 1853969 2461262 2606093 10612500 10612500 25289 28880 2428109 1046108 1129390 1382001 21294558 23725092 762471 38031878 42939325 1560520 1110339 244491 235765 1043653 1234979 1263367 0 4112031 2581083 X 33919847 40358242 33919847 40358242 38031878 42939325 X 4077008 -16725 2378112 X 0 1 X 0 0 8872 8872 8872 0 COMMITTEE TO ELECT WARREN TOLMAN 125 WALNUT ST SUITE 102 WATERTOWN MA 02472 464054018 5000 PART I-A, LINE 1: CONTRIBUTION TO POLITICAL CAMPAIGN. 0 1 X 23059 2954 20105 355326 210443 144883 2049724 832711 1217013 1382001 VANGUARD STOCK MARKET INDEX FUND 4770908 F VANGUARD INFLATION PROTECTED FUND 2824120 F VANGUARD SHORT TERM INVESTMENT FUND 13093662 F VANGUARD CORPORATE BOND FUND 3036402 F 23725092 X PART IV, LINE 2B: ACCOUNT REPRESENTS AMOUNTS RECEIVED ON DEPOSIT FROM NEW CONTRACTORS (WHO ARE EMPLOYING UNION CARPENTERS) THAT CAN BE USED TO PAY BENEFITS FOR THE CARPENTERS IF THE CONTRACTOR DOESN'T PAY THEIR PORTION. PART X, LINE 2: GAAP PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. FOR THE YEAR ENDED JUNE 30, 2015, THE COUNCIL HAS DETERMINED THAT IT HAS NOT TAKEN ANY TAX POSITIONS WHICH WOULD RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE COUNCIL RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. THERE WERE NO INTEREST OR PENALTIES FOR THE YEAR ENDED JUNE 30, 2015. GENERALLY, THE COUNCIL'S INFORMATION/TAX RETURNS REMAIN OPEN FOR FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS FROM THE FILING DATE. THE COUNCIL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. 1 THE NEW ENGLAND CARPENTERS TRAINING FUND 042675425 501(C)3 10000 ANNUAL EXPO TO PROMOTE APPRENTICESHIP TRAINING PROGRAM TO HIGH SCHOOL STUDENTS AND CONTRACTORS/DEVELOPERS RESEARCH FOUNDATION FOR THE TREATMENT OF OVARIAN CANCER 043520881 501(C)3 10000 SPONSOR GOLF TOURNAMENT TO RAISE FUNDS FOR THE TREATMENT OF OVARIAN CANCER SCHOLARSHIPS TO INDIVIDUALS 125 56250 CASH - FMV DONATIONS IN MEMORY DUE TO DEATH OF MEMBER 31 62000 CASH - FMV ASSISTANCE TO MILITARY PERSONNEL 11 5225 CASH - FMV SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS ARE AS FOLLOWS: REQUESTS FOR DONATIONS ARE PRESENTED TO THE EXECUTIVE BOARD AND DONATIONS ARE MADE BASED ON NEED AND PAST PRACTICES. SCHOLARSHIPS ARE PROVIDED TO CHILDREN OF UNION MEMBERS WHOSE PARENT MUST BE IN GOOD STANDING. THE STUDENT PROVIDES AN ESSAY ON TOPIC THAT IS INDEPENDENTLY REVIEWED BY 4 READERS AND THEY PROVIDE CERTIFICATION OF ATTENDANCE IN AN ACCREDITED PROGRAM. X X X X 0 0 0 AL PECIARO VICE PRESIDENT 135650 0 0 0 5819 0 62919 0 19723 0 224111 0 0 0 BRIAN RICHARDSON TRUSTEE 134019 0 0 0 6751 0 62773 0 19723 0 223266 0 0 0 BRUCE LYDEM EXEC. COMMITTEE 108215 0 0 0 6451 0 56944 0 19189 0 190799 0 0 0 DAVE PALMISCIANO TRUSTEE 127754 0 0 0 5543 0 65802 0 18738 0 217837 0 0 0 GARY DECOSTA EXEC. COMMITTEE 112784 0 0 0 6151 0 58187 0 19660 0 196782 0 0 0 JOHN CUNNINGHAM EXEC. COMMITTEE 84481 0 0 0 12847 0 53303 0 19057 0 169688 0 0 0 JOHN DONAHUE WARDEN 106205 0 0 0 4716 0 56504 0 19640 0 187065 0 0 0 JOHN LEAVITT EXEC. COMMITTEE 99376 0 0 0 7544 0 55317 0 18592 0 180829 0 0 0 JOHN MURPHY EXEC. COMMITTEE 100822 0 0 0 6527 0 55754 0 19613 0 182716 0 0 0 MARK ERLICH EXEC. SECRETARY-TREASURER 202403 0 0 0 6848 0 77154 0 19723 0 306128 0 0 0 PAUL LANDER TRUSTEE 89911 0 0 0 5699 0 57888 0 18541 0 172039 0 0 0 DANNY KUHS REGIONAL MANAGER 105879 0 0 0 6598 0 56831 0 19501 0 188809 0 0 0 DAVID DOW REGIONAL MANAGER 109164 0 0 0 3908 0 56956 0 19503 0 189531 0 0 0 STEPHEN JOYCE POLITICAL DIRECTOR 112645 0 0 0 5281 0 57975 0 19522 0 195423 0 0 0 TED DUARTE SENIOR ORGANIZER 99941 0 0 0 6723 0 55263 0 19010 0 180937 0 0 0 RICH PEDI BUSINESS REPRESENTATIVE 98290 0 0 0 6066 0 55126 0 19470 0 178952 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION REPRESENTS CARPENTER UNION MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS OF THIS COUNCIL SHALL BE NOMINATED AND ELECTED BY THE DELEGATE BODY OF THE COUNCIL, AND MUST BE WORKING WITHIN THE BARGAINING UNIT REPRESENTED BY THEIR LOCAL UNION, OR EMPLOYED FULL TIME WITHIN THE FRAMEWORK OF THE UNITED BROTHERHOOD OF CARPENTERS TO BE ELIGIBLE. FORM 990, PART VI, SECTION A, LINE 8B THIS QUESTION IS NOT APPLICABLE AS THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 CFO AND BOARD MEMBERS WILL BE GIVEN OPPORTUNITY TO REVIEW FORM 990 DRAFT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION ADOPTED A CONFLICT OF INTEREST POLICY ON AUGUST 27, 2014. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION COMMITTEE, BENCHMARKING SURVEY AND SALARY STRUCTURE REORGANIZED FOR ENTIRE STAFF INCLUDING EST WITH CHANGES EFFECTIVE JULY 1, 2014. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION'S DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT OF PROGRAM INVESTMENT BALANCE TO GAAP BASIS 2,378,112. 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