2023-09-18T16:14:43-05:00 2022-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-01-01 237041867 NORTHEAST CARPENTERS APPRENTICE FUND NORT 9082418866 75 FIELDCREST AVENUE EDISON NJ 08837 PETER TONIA EXECUTIVE FUNDS DIRECTOR 9082418866 2023-09-18 1 PETER TONIA 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ROBERT SMITH 75 FIELDCREST AVENUE EDISON NJ 08837 14987554 0 X HTTP://WWW.NCATF.ORG X 1969 NJ TO MAINTAIN TRAINING FACILITIES TO PROVIDE TRAINING OF APPRENTICES AND UPGRADING OF SKILL LEVEL FOR TRAINING JOURNEY LEVEL CARPENTERS X 18 18 59 0 0 0 837477 601293 8416215 9722775 564174 360247 563383 464755 10381249 11149070 0 0 0 0 6059650 6577856 0 0 0 4572464 4926975 10632114 11504831 -250865 -355761 19860788 0 729569 0 19131219 0 TO MAINTAIN TRAINING FACILITIES TO PROVIDE TRAINING OF APPRENTICES AND UPGRADING OF SKILL LEVEL FOR TRAINING JOURNEY LEVEL CARPENTERS 0 0 10293017 TO MAINTAIN TRAINING FACILITIES TO PROVIDE TRAINING OF APPRENTICES AND UPGRADING OF SKILL LEVEL FOR TRAINING JOURNEY LEVEL CARPENTERS 10293017 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 18 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X PETE TONIA 7324173900 PLAZA II RARITAN CTR PO BOX 7818 EDISON NJ 08818 JACK KOCSIS EMPLOYER TRUSTEE/CO-CHAIR 1.00 X 0 0 0 ERIC JENSEN EMPLOYER TRUSTEE/VICE CO-CHAIR 1.00 X 0 0 0 ADAM SCHMIT EMPLOYER TRUSTEE 1.00 X 0 0 0 GLENN GARLATTI EMPLOYER TRUSTEE 1.00 X 0 0 0 JOHN EPIFANO EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK HALL EMPLOYER TRUSTEE 1.00 X 0 0 0 MICHAEL TRAVOSTINO EMPLOYER TRUSTEE 1.00 X 0 0 0 ROBERT HUDSON EMPLOYER TRUSTEE 1.00 X 0 0 0 ROBERT POLISANO EMPLOYER TRUSTEE 1.00 X 0 0 0 WILLIAM SPROULE LABOR TRUSTEE/CO-CHAIR 1.00 X 0 0 0 ANTHONY ABRANTES LABOR TRUSTEE 1.00 X 0 0 0 RAY BRUGUERAS LABOR TRUSTEE 1.00 X 0 0 0 JOHN DELSORDI LABOR TRUSTEE 1.00 X 0 0 0 BRUCE GARGANIO LABOR TRUSTEE/VICE CO-CHAIR 1.00 X 0 0 0 THOMAS IVESON LABOR TRUSTEE 1.00 X 0 0 0 OLAF OLSEN LABOR TRUSTEE 1.00 X 0 0 0 JAMIE V SERRITELLA LABOR TRUSTEE 1.00 X 0 0 0 ROBERT TARBY LABOR TRUSTEE 1.00 X 0 0 0 PETER TONIA EXECUTIVE FUNDS DIRECTOR 40.00 X 0 0 0 NICK DEMATTEO APPRENTICE TRAINING FUND D 40.00 X 232877 0 117722 THOMAS SOMMERS TRAINING DIRECTOR 40.00 X 168354 0 89693 KEVIN LEARY TRAINING DIRECTOR 40.00 X 158619 0 84278 TIMOTHY WARING INSTRUCTOR 40.00 X 148552 0 87606 PHILIP DIAZ TRAINING COORDINATOR 40.00 X 148360 0 80141 ROBERT SMITH INSTRUCTOR 40.00 X 208250 0 74327 1065012 0 533767 24 0 1 1 0 213849 387444 601293 EMPLOYER CONTRIBUTIONS 236200 9647472 9647472 RENTAL INCOME 236200 75303 75303 9722775 476271 476271 3722460 3838484 -116024 -116024 -116024 OTHER 236200 464755 464755 464755 11149070 10187530 0 360247 350599 350599 3774374 3404421 369953 1326116 1224524 101592 793679 695715 97964 333088 301903 31185 38737 38737 57470 57470 47208 47208 162422 5937 156485 137116 137116 2287457 2287457 31710 31710 164536 164536 590827 590265 562 191227 146991 44236 MATERIALS & SUPPLIES 653891 653891 REPAIRS & MAINTENANCE 230761 230761 OUTSIDE SERVICES 136846 67939 68907 EQUIPMENT RENTAL 136368 136368 60399 60399 11504831 10293017 1211814 0 1064244 0 436356 0 0 1348826 0 0 0 0 0 0 0 4235648 0 12705964 0 0 0 0 69750 0 19860788 0 560288 49215 120066 0 729569 0 X 19131219 0 19131219 0 19860788 0 X -355761 -1104269 -17671189 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 9997593 -1104269 -1104269 11101862 47208 47208 11149070 11457623 0 11457623 47208 47208 11504831 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE PLAN DISPLAYS A NOTICE OF ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE, WHICH NOW SATISFIES THIS PUBLICATION REQUIREMENT. SCHEDULE E, PART I, LINE 4 (B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE PROVIDED (D) NO DONATIONS ARE SOLICITED SCHEDULE E, PART I, LINE 6 THE FUND RECEIVES FINANCIAL AID ASSISTANCE FROM VARIOUS GOVERNMENT AGENCIES INCLUDING THE STATE OF NEW JERSEY, IN ORDER TO ASSIST IN THE PAYMENT OF EDUCATIONAL SERVICES TO PLAN PARTICIPANTS. X 0 0 0 0 0 0 0 0 0 NICK DEMATTEO APPRENTICE TRAINING FUND D 214039 0 14538 0 4300 0 59931 0 57791 0 350599 0 0 0 ROBERT SMITH INSTRUCTOR 198750 0 7500 0 2000 0 37715 0 36612 0 282577 0 0 0 THOMAS SOMMERS TRAINING DIRECTOR 163077 0 3077 0 2200 0 45662 0 44031 0 258047 0 0 0 KEVIN LEARY TRAINING DIRECTOR 153232 0 2891 0 2496 0 42905 0 41373 0 242897 0 0 0 TIMOTHY WARING INSTRUCTOR 145874 0 2678 0 0 0 33475 0 54131 0 236158 0 0 0 PHILIP DIAZ TRAINING COORDINATOR 145711 0 2649 0 0 0 40799 0 39342 0 228501 0 0 0 PETER TONIA EXECUTIVE FUNDS DIRECTOR 0 0 0 0 0 0 0 0 0 0 0 0 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. INVESTMENTS OF FAIR VALUE 2022-12-31 11431172 BOOK VALUE 231518467 EASTERN ATLANTIC STATES CARPENTERS TECHNICAL COLLEGE 10401 DECATUR ROAD PHILADELPHIA PA 19154 501(C)(3) RECEIVABLES 2022-12-31 1509799 BOOK VALUE 231518467 EASTERN ATLANTIC STATES CARPENTERS TECHNICAL COLLEGE 10401 DECATUR ROAD PHILADELPHIA PA 19154 501(C)(3) CASH 2022-12-31 1031860 BOOK VALUE 231518467 EASTERN ATLANTIC STATES CARPENTERS TECHNICAL COLLEGE 10401 DECATUR ROAD PHILADELPHIA PA 19154 501(C)(3) PROPERTY & EQUIPTMENT 2022-12-31 4146160 BOOK VALUE 231518467 EASTERN ATLANTIC STATES CARPENTERS TECHNICAL COLLEGE 10401 DECATUR ROAD PHILADELPHIA PA 19154 501(C)(3) OTHER ASSETS 2022-12-31 110851 BOOK VALUE 231518467 EASTERN ATLANTIC STATES CARPENTERS TECHNICAL COLLEGE 10401 DECATUR ROAD PHILADELPHIA PA 19154 501(C)(3) ACCOUNTS PAYABLE 2022-12-31 -143555 BOOK VALUE 231518467 EASTERN ATLANTIC STATES CARPENTERS TECHNICAL COLLEGE 10401 DECATUR ROAD PHILADELPHIA PA 19154 501(C)(3) DUE TO RELATED ORGANIZATIONS 2022-12-31 -90403 BOOK VALUE 231518467 EASTERN ATLANTIC STATES CARPENTERS TECHNICAL COLLEGE 10401 DECATUR ROAD PHILADELPHIA PA 19154 501(C)(3) NOTE PAYABLE 2022-12-31 -35154 BOOK VALUE 231518467 EASTERN ATLANTIC STATES CARPENTERS TECHNICAL COLLEGE 10401 DECATUR ROAD PHILADELPHIA PA 19154 501(C)(3) DEFERRED COMPENSATION 2022-12-31 -289541 BOOK VALUE 231518467 EASTERN ATLANTIC STATES CARPENTERS TECHNICAL COLLEGE 10401 DECATUR ROAD PHILADELPHIA PA 19154 501(C)(3) 1 1 0 0 0 1 0 1 0 PART I - ITEM 1 IN ADDITION TO THE ITEMS LISTED, THE ORGANIZATION TRANSFERRED FUTURE MINIMUM LEASE OBLIGATIONS OF $99,765. FORM 990, PART VI, SECTION B, LINE 11B NORTHEAST CARPENTERS APPRENTICESHIP FUND - FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT AND FULL-TIME EMPLOYEES OF THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS AND EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY LAW. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: THE TRUSTEES APPROVED MERGING THE ORGANIZATION INTO ANOTHER 501(C)(3) ORGANIZATION EFFECTIVE DECEMBER 31, 2022, WHEREBY THE ASSETS AND LIABILITIES OF THE ORGANIZATION WERE TRANSFERRED AS OF THAT DATE. THE NET ASSETS TRANSFERRED OUT TOTALED 17,671,189. FORM 990, PART IV, 12B & PART XII, 2B THE ORGANIZATION RECEIVES AN AUDITED FINANCIAL STATEMENT ON THE ACCRUAL BASIS OF ACCOUNTING OF THE BOOKS AND RECORDS OF THE ORGANIZATION. THE ORGANIZATION'S BOARD OF TRUSTEES OVERSEES THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. NORTHEAST CARPENTERS PENSION FUND PLAZA II RARITAN CTR EDISON NJ 08818 111991772 BENEFIT FUND NJ 501(A) N/A N/A 0 NORTHEAST CARPENTERS ANNUITY FUND PLAZA II RARITAN CTR EDISON NJ 08818 222406812 BENEFIT FUND NJ 501(A) N/A N/A 0 NORTHEAST CARPENTERS HEALTH FUND PLAZA II RARITAN CTR EDISON NJ 08818 226032181 BENEFIT FUND NJ 501(C)9 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 NORTHEAST CARPENTERS PENSION FUND K 1921843 LEASE AMOUNT NORTHEAST CARPENTERS HEALTH FUND P 60399 EXP ALLOCATION