2014-11-12T10:51:10-06:00 2014-06-30 043097400 KEVIN P MARTIN ASSOCIATES PC 10 FORBES WEST BRAINTREE MA 02184 990 2013-07-01 043322535 NEW ENGLAND REGIONAL COUNCIL OF CARPENTERS UNITED BROTHERHOOD 4064 LOCAL NEWE 8002756200 750 DORCHESTER AVE BOSTON MA 02125 MARK ERLICH EXECUTIVE SECRETARY 8002756200 2014-11-11 1 KRISTIN E LABONTE CPA P00744707 7813803520 2014-11-11 2013 2015-11-30 17:44:51Z MARK ERLICH 750 DORCHESTER AVE BOSTON MA 02125 22661278 0 X WWW.NERCC.ORG X 1996 MA TO GENERATE JOBS FOR UNION CARPENTERS 13 2 90 0 0 0 0 0 19549667 20475930 415293 542467 240760 257973 20205720 21276370 105475 149025 0 0 13266320 13985542 0 0 0 4523916 4755132 17895711 18889699 2310009 2386671 34289254 38031878 3404192 4112031 30885062 33919847 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 1 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 2 0 90 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 0 0 0 0 0 0 X MARK ERLICH 8002756200 750 DORCHESTER AVE BOSTON MA 02125 JOHN CUNNINGHAM EXEC. COMMITTEE 40.00 1.00 X 96943 0 70242 GARY DECOSTA EXEC. COMMITTEE 40.00 1.00 X 110087 0 74826 JOHN DONAHUE WARDEN 40.00 1.00 X X 101110 0 73523 MARK ERLICH EXEC. SECRETARY-TREASURER 40.00 1.00 X X 199291 0 93984 TOM FLYNN EXEC. COMMITTEE 2.00 1.00 X 0 0 0 PAUL LANDER TRUSTEE 40.00 1.00 X 92879 0 74889 JOHN LEAVITT EXEC. COMMITTEE 40.00 1.00 X 96141 0 65536 BRUCE LYDEM EXEC. COMMITTEE 40.00 1.00 X 100739 0 71325 RICHARD MONARCA PRESIDENT 2.00 1.00 X X 0 0 0 JOHN MURPHY EXEC. COMMITTEE 40.00 1.00 X 100394 0 73196 DAVE PALMISCIANO TRUSTEE 40.00 1.00 X 129209 0 82087 AL PECIARO VICE PRESIDENT 40.00 1.00 X X 125521 0 78832 BRIAN RICHARDSON TRUSTEE 40.00 1.00 X 125989 0 78832 ELIZABETH CONWAY CFO 40.00 1.00 X 102161 0 52195 DAVID DOW REGIONAL MANAGER 40.00 X 104933 0 73288 STEPHEN JOYCE POLITICAL DIRECTOR 40.00 X 105005 0 73288 DANNY KUHS REGIONAL MANAGER 40.00 X 103995 0 73346 RICHARD SCARAMOZZA BUSINESS REPRESENTATIVE 40.00 X 100394 0 72320 1794791 0 1181709 13 0 1 0 MINTZ LEVIN ONE FINANCIAL CENTER BOSTON MA 02111 LEGAL 447496 KRAKOW & SOURIS LLC 225 FRIEND ST BOSTON MA 02114 LEGAL 300527 2 MEMBERSHIP DUES & ASSESSMENTS 900099 20319588 20319588 INT INCOME PROG N/R 900099 515712 515712 EARNING PROG REL INVSTMNT 900099 -359370 -359370 20475930 375919 375919 217609 0 217609 217609 217609 1298163 253293 1245953 138955 52210 114338 166548 166548 SETTLEMENT & APPRAISAL FEE 900099 8187 8187 32177 32177 40364 21276370 20516294 0 760076 30725 118300 2397420 6050210 3598707 1281261 657944 333511 31820 30888 278182 262993 25578 1009530 533569 107024 44907 474995 93834 TRADE COUNCIL MEMBERSHI 949615 ORGANIZING PICKET EXPEN 282972 RETURN OF WORK ASSESSME 263859 TRAINING 31855 18889699 865991 1222498 5126917 1286381 2115803 2461262 10612500 10612500 24680 25289 2225548 1096158 1275525 1129390 14267838 21294558 34289254 38031878 1081851 1560520 5995 196633 244491 1215716 1043653 903997 1263367 3404192 4112031 X 30885062 33919847 30885062 33919847 34289254 38031878 2386671 648114 0 X 0 1 X 0 0 15000 15000 15000 0 NE CARPENTERS PAC FUND 750 DORCHESTER AVE SUITE 3100 BOSTON MA 02125 043526887 2196 THE COMMITTEE TO ELECT MARTIN J WALSH 202 BONHAM ROAD DEDHAM MA 02026 043330495 15000 PART I-A, LINE 1: CONTRIBUTION TO POLITICAL CAMPAIGN. 0 1 X 11595 6353 5242 269998 183244 86754 1943955 906561 1037394 1129390 VANGUARD STOCK MARKET INDEX FUND 4375058 F VANGUARD INFLATION PROTECTED FUND 2597775 F VANGUARD SHORT TERM INVESTMENT FUND 11567464 F VANGUARD CORPORATE BOND FUND 2754261 F 21294558 LOSSES IN EXCESS OF INVESTMENT (HEADQUARTERS) 1263367 1263367 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, 2014, 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, 2014. 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 2 SCHOLARSHIPS TO INDIVIDUALS 153 59800 CASH - FMV DONATIONS IN MEMORY DUE TO DEATH OF MEMBER 17 34000 CASH - FMV ASSISTANCE TO MILITARY PERSONNEL 20 9500 CASH - FMV THE COMMITTEE TO ELECT MARTIN J WALSH 1 15000 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 JOHN CUNNINGHAM EXEC. COMMITTEE 88021 0 0 0 8922 0 53051 0 17191 0 167185 0 0 0 GARY DECOSTA EXEC. COMMITTEE 101503 0 0 0 8584 0 55219 0 19607 0 184913 0 0 0 JOHN DONAHUE WARDEN 95521 0 0 0 5589 0 53974 0 19549 0 174633 0 0 0 MARK ERLICH EXEC. SECRETARY-TREASURER 186640 0 0 0 12651 0 74261 0 19723 0 293275 0 0 0 PAUL LANDER TRUSTEE 86967 0 0 0 5912 0 57576 0 17313 0 167768 0 0 0 JOHN LEAVITT EXEC. COMMITTEE 86623 0 0 0 9518 0 49134 0 16402 0 161677 0 0 0 BRUCE LYDEM EXEC. COMMITTEE 91896 0 0 0 8843 0 54107 0 17218 0 172064 0 0 0 JOHN MURPHY EXEC. COMMITTEE 93091 0 0 0 7303 0 53652 0 19544 0 173590 0 0 0 DAVE PALMISCIANO TRUSTEE 121859 0 0 0 7350 0 64583 0 17504 0 211296 0 0 0 AL PECIARO VICE PRESIDENT 115242 0 0 0 10279 0 59166 0 19666 0 204353 0 0 0 BRIAN RICHARDSON TRUSTEE 116639 0 0 0 9350 0 59166 0 19666 0 204821 0 0 0 ELIZABETH CONWAY CFO 96315 0 0 0 5846 0 32639 0 19556 0 154356 0 0 0 DAVID DOW REGIONAL MANAGER 104933 0 0 0 0 0 54472 0 18816 0 178221 0 0 0 STEPHEN JOYCE POLITICAL DIRECTOR 105005 0 0 0 0 0 54472 0 18816 0 178293 0 0 0 DANNY KUHS REGIONAL MANAGER 103995 0 0 0 0 0 54530 0 18816 0 177341 0 0 0 RICHARD SCARAMOZZA BUSINESS REPRESENTATIVE 100394 0 0 0 0 0 53504 0 18816 0 172714 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 VI, LINE 14 THE ORGANIZATION ADOPTED A RECORD RETENTION POLICY ON AUGUST 27, 2014. NERCC HEADQUARTERS LLC 750 DORCHESTER AVE STE 3100 BOSTON MA 02125 271136907 REAL ESTATE MA NEW ENGLAND REGIONAL COUNCIL OF CARPENTERS RELATED -359370 14152418 0 0 0.99990 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 NERCC HEADQUARTERS LLC D 4387500 FAIR MARKET VALUE NERCC HEADQUARTERS LLC K 775305 CASH NERCC HEADQUARTERS LLC D 10612500 FAIR MARKET VALUE