2024-05-15T07:30:39-05:00 2023-06-30 571139864 DISANTO PRIEST & CO 117 METRO CENTER BOULEVARD 3000 WARWICK RI 02886 990 2022-07-01 236421955 NATIONAL ELEVATOR INDUSTRY EDUCATIONAL PROGRAM NATI 5086992200 11 LARSEN WAY ATTLEBORO FALLS MA 02763 DAVID MORGAN EXECUTIVE DIRECTOR 5086992200 2024-05-10 1 DAVID MORGAN 999009999 1 JACQUELINE B GAIPO CPA P01253157 4019212000 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID MORGAN 11 LARSEN WAY ATTLEBORO FALLS MA 02763 109328376 0 X WWW.NEIEP.ORG X 1967 MA 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 IMPROVE THE KNOWLEDGE AND SKILLS OF INDUSTRY MEMBERS, NOT ONLY FOR THEIR BENEFIT, BUT FOR THE BENEFIT OF THEIR EMPLOYER AND 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. 10 10 814 530 0 0 8067 7119 32367614 34043132 4272372 2632222 771 10413 36648824 36692886 0 0 0 0 20798553 23366419 0 0 0 14188293 16702776 34986846 40069195 1661978 -3376309 171436015 171999806 8755232 8067661 162680783 163932145 TO IMPROVE THE KNOWLEDGE AND SKILLS OF INDUSTRY MEMBERS, NOT ONLY FOR THEIR BENEFIT, BUT FOR THE BENEFIT OF THEIR EMPLOYER AND INDUSTRY. 0 0 33691847 34043132 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 REVENUE AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. 33691847 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 198 0 1 814 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 1 1 0 0 0 0 0 0 0 X DAVID MORGAN 5086992200 11 LARSEN WAY ATTLEBORO FALLS MA 02763 X ABEL J ARABITG TRUSTEE 2.00 X 0 0 0 PAUL CAFFARELLI TRUSTEE 2.00 X 0 0 0 MICHAEL CAMPBELL TRUSTEE 2.00 X 0 0 0 ROBERT P CAPUANI JR TRUSTEE 2.00 X 0 0 0 RANDY J CHISTOLINI TRUSTEE 2.00 X 0 0 0 JOHN FAURE TRUSTEE 2.00 X 0 0 0 DONALD L KELLER TRUSTEE 2.00 X 0 0 0 LEONARD R LEGOTTE TRUSTEE 2.00 X 0 0 0 LARRY J MCGANN TRUSTEE 2.00 X 0 0 0 KEVIN L MCGETTIGAN TRUSTEE 2.00 X 0 0 0 ROGER C SHUMATE TRUSTEE 2.00 X 0 0 0 JACK UPCHURCH TRUSTEE 2.00 X 0 0 0 JATHAN VAN WINKLE TRUSTEE 2.00 X 0 0 0 JOHN J O'DONNELL NATIONAL EXECUTIVE DIRECTOR 50.00 X 251129 0 80234 LEO T BREINDEL NATIONAL ASSISTANT DIRECTOR 46.00 X 48553 0 6363 JOHN J CAUGHEY NATIONAL ASSISTANT DIRECTOR 46.00 X 215526 0 75383 LESTER E WHITE DEPARTMENT HEAD OF DEVELOPMENT 45.00 X 200299 0 75383 JOEL M ROBERTS AREA COORDINATOR 45.00 X 197402 0 75383 RICHARD J LOEB AREA COORDINATOR 45.00 X 194481 0 75383 CURTIS R DEVILLERS AREA COORDINATOR 45.00 X 177820 0 75383 EVAN CH FONG AREA COORDINATOR 45.00 X 171676 0 75383 1456886 0 538895 35 0 1 0 CSM GROUP INC 215 N BROW ST EAST PROVIDENCE RI 02914 PRINTING & RELATED SERVICES 450746 PERFORMANCE ASSOCIATES 618 OAKLEAF OFFICE LN STE 500 MEMPHIS TN 38117 CONSULTING 257329 WINZART INC 7321 118TH ST SE BLOOMING PRAIRIE MN 55917 CONSULTING 189365 PROMETRIC LLC BOX 223608 PITTSBURGH PA 15251 CONSULTING 187574 ADP INC PO BOX 830272 PHILADELPHIA PA 19182 PAYROLL & TAX SERVICES 122382 6 7119 7119 RECEIPTS FROM EMPLOYERS 611600 33822281 33822281 REIMB. FOR EDUCATIONAL MATERIALS 611600 142044 142044 APTITUDE TEST RECEIPTS 611600 78807 78807 34043132 2755516 2755516 10400 0 10400 10400 10400 72466196 46000 72595342 40148 -129146 5852 -123294 -123294 SUNDRY REVENUE 900099 13 13 13 36692886 34043132 0 2642635 860902 860902 17077062 15942630 1134432 2317410 1842827 474583 1757391 1371569 385822 1353654 1204614 149040 122950 122950 177415 177415 132387 132387 924313 681314 242999 1213704 1012709 200995 5374341 4761261 613080 1894547 1769553 124994 123342 78850 44492 905 191 714 4173800 3075904 1097896 484968 484968 INSTRUCTIONAL MATERIALS 840781 840781 LOCAL PROGRAM FUNDING 611779 611779 TRAINING 458664 455630 3034 MEMBERSHIPS & SOFTWARE 145661 30471 115190 23219 11764 11455 40069195 33691847 6377348 0 X 304957 407627 6671310 2583115 6502000 3371236 1040108 1702952 62178545 25036381 38415550 37142164 81054381 89731833 37291052 32670940 156657 4389939 171436015 171999806 7841862 2615687 913370 1336452 0 4115522 8755232 8067661 X 162680783 163932145 162680783 163932145 171436015 171999806 -3376309 4627671 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1649557 1649557 31444827 3608649 27836178 684872 680877 3995 22849371 17130685 5718686 5549918 3616170 1933748 37142164 AMERICAN STRATEGIC VALUE REALTY FUND, LP 7424035 F BRANDYWINE GLOBAL FIXED INCOME FUND 2572553 F GROSVENOR INSTITUTIONAL PARTNERS, LP 8864413 F LIGHTHOUSE DIVERSIFIED FUND 8600010 F ACADIAN U.S. MANAGED VOLATILITY EQUITY FUND 5209929 F 32670940 OPERATING LEASE OBLIGATIONS 4115522 4115522 X 34066516 0 34066516 132387 2493983 2626370 36692886 39936808 0 39936808 132387 132387 40069195 PART X, LINE 2: THE PROGRAM QUALIFIED AS A NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE IS NOT SUBJECT TO FEDERAL INCOME TAXES. 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 AND DISCLOSING IN THE CONSOLIDATED FINANCIAL STATEMENTS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. 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, 2023, THE PROGRAM'S TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION FOR THREE YEARS FROM THE DATE FILED WITH EACH TAXING JURISDICTION. AT JUNE 30, 2023, MANAGEMENT BELIEVES NO SUCH PROVISIONS FOR UNCERTAIN TAX POSITIONS ARE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET REALIZED LOSS AND INTEREST AND DIVIDEND INCOME ON INVESTMENTS RECORDED AS OTHER INCOME ON FINANCIAL STATEMENTS. 2,493,983. PART VI, LINE 1E: OTHER ASSETS LISTED IN PART VI - LAND, BUILDINGS AND EQUIPMENT: FURNITURE, FIXTURES, SOFTWARE, AND COURSEWARE. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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. X 0 0 0 0 0 0 0 1 0 JOHN J O'DONNELL NATIONAL EXECUTIVE DIRECTOR 235321 0 15808 0 0 0 48504 0 31730 0 331363 0 0 0 LEO T BREINDEL NATIONAL ASSISTANT DIRECTOR 37083 0 11470 0 0 0 3719 0 2644 0 54916 0 0 0 JOHN J CAUGHEY NATIONAL ASSISTANT DIRECTOR 210659 0 4867 0 0 0 43654 0 31729 0 290909 0 0 0 LESTER E WHITE DEPARTMENT HEAD OF DEVELOPMENT 194630 0 5669 0 0 0 43654 0 31729 0 275682 0 0 0 JOEL M ROBERTS AREA COORDINATOR 197402 0 0 0 0 0 43654 0 31729 0 272785 0 0 0 RICHARD J LOEB AREA COORDINATOR 194481 0 0 0 0 0 43654 0 31729 0 269864 0 0 0 CURTIS R DEVILLERS AREA COORDINATOR 173820 0 4000 0 0 0 43654 0 31729 0 253203 0 0 0 EVAN CH FONG AREA COORDINATOR 171676 0 0 0 0 0 43654 0 31729 0 247059 0 0 0 PART I, LINE 3 - THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION OF THE PROGRAM'S NATIONAL EXECUTIVE DIRECTOR AND NATIONAL ASSISTANT 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 7 - JOHN J. O'DONNELL, THE PROGRAM'S NATIONAL EXECUTIVE DIRECTOR, LEO T. BREINDEL, THE PROGRAM'S NATIONAL ASSISTANT DIRECTOR, JOHN J. CAUGHEY, THE PROGRAM'S NATIONAL ASSISTANT DIRECTOR(PREVIOUSLY THE PROGRAM'S NATIONAL COORDINATOR), LESTER E. WHITE, THE PROGRAM'S DEPARTMENT HEAD OF DEVELOPMENT, AND CURTIS R. DEVILLERS, THE PROGRAM'S AREA COORDINATOR WERE PAID BONUSES OF $15,808, $11,470, $4,867, $5,669, AND $4,000, RESPECTIVELY. THESE AMOUNTS WERE PAID IN JANUARY 2022 AND WERE RELATED TO THE PREVIOUS FISCAL YEAR-END. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II) AND INCLUDED IN THEIR RESPECTIVE 2022 FORM W-2. 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. FORM 990, PART IV, EXPLANATION TO QUESTION 28 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 REMBURSES THESE PLANS. THE PROGRAM MADE PAYMENTS IN THE AMOUNT OF $ 30,000 FOR ADMINISTRATIVE FEES FOR THE FISCAL YEAR ENDED JUNE 30, 2023. 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 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 NATIONAL 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 $ 125,238,734 AND $ 122,695,413 FOR THE YEARS ENDED 6/30/23 AND 6/30/22, RESPECTIVELY. NEIEP LLC 11 LARSEN WAY ATTLEBORO FALLS MA 02763 832066856 DISREGARDED ENTITY DE 0 0 NATIONAL ELEVATOR INDUSTRY EDUCATIONAL PROGRAM