Civic Intelligence

North Atlantic States Carpenters Labor

990 • Fiscal year 2017 • EIN 22-2520206

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

750 Dorchester AvenueBoston, MA 02125

(617) 268-0014

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Net Margin

58th percentile

13%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

68th percentile

$251,384

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

11%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$17,430,542

Up $1,742,890 (+11%) from 2016

Net Assets

Up

$17,151,922

Up $1,785,506 (+12%) from 2016

Liabilities

Down

$278,620

Down $42,616 (-13%) from 2016

Revenue

Up

$13,636,808

Up $1,330,059 (+11%) from 2016

Expenses

Up

$11,869,139

Up $1,778,326 (+18%) from 2016

Net Income

Down

$1,767,669

Down $448,267 (-20%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $11,335,971Liabilities 2011: $795,683Net Assets 2011: $10,540,2882011Assets 2012: $10,809,788Liabilities 2012: $531,104Net Assets 2012: $10,278,6842012Assets 2013: $11,309,745Liabilities 2013: $373,450Net Assets 2013: $10,936,2952013Assets 2014: $12,020,403Liabilities 2014: $276,524Net Assets 2014: $11,743,8792014Assets 2015: $13,767,362Liabilities 2015: $632,446Net Assets 2015: $13,134,9162015Assets 2016: $15,687,652Liabilities 2016: $321,236Net Assets 2016: $15,366,4162016Assets 2017: $17,430,542Liabilities 2017: $278,620Net Assets 2017: $17,151,9222017Assets 2018: $19,444,461Liabilities 2018: $738,895Net Assets 2018: $18,705,5662018Assets 2019: $26,617,802Liabilities 2019: $354,283Net Assets 2019: $26,263,5192019Assets 2020: $32,095,623Liabilities 2020: $241,875Net Assets 2020: $31,853,7482020Assets 2021: $32,003,378Liabilities 2021: $280,495Net Assets 2021: $31,722,8832021Assets 2022: $29,841,142Liabilities 2022: $841,852Net Assets 2022: $28,999,2902022Assets 2023: $30,456,755Liabilities 2023: $485,533Net Assets 2023: $29,971,2222023Assets 2024: $35,038,927Liabilities 2024: $291,458Net Assets 2024: $34,747,4692024Assets 2025: $38,944,880Liabilities 2025: $356,324Net Assets 2025: $38,588,5562025

Highlighted filing

2017

Assets$17,430,542
Liabilities$278,620
Net Assets$17,151,922

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,392,419Expenses 2011: $6,315,345Net Income 2011: -$922,9262011Revenue 2012: $5,240,629Expenses 2012: $5,516,486Net Income 2012: -$275,8572012Expenses 2013: $6,269,4212013Revenue 2014: $7,621,321Expenses 2014: $6,853,089Net Income 2014: $768,2322014Revenue 2015: $8,909,460Expenses 2015: $7,481,512Net Income 2015: $1,427,9482015Revenue 2016: $12,306,749Expenses 2016: $10,090,813Net Income 2016: $2,215,9362016Revenue 2017: $13,636,808Expenses 2017: $11,869,139Net Income 2017: $1,767,6692017Revenue 2018: $12,824,098Expenses 2018: $11,257,887Net Income 2018: $1,566,2112018Revenue 2019: $18,362,845Expenses 2019: $10,854,240Net Income 2019: $7,508,6052019Revenue 2020: $16,245,903Expenses 2020: $10,614,779Net Income 2020: $5,631,1242020Revenue 2021: $13,180,994Expenses 2021: $13,334,200Net Income 2021: -$153,2062021Revenue 2022: $12,688,057Expenses 2022: $13,288,867Net Income 2022: -$600,8102022Revenue 2023: $13,578,840Expenses 2023: $13,152,251Net Income 2023: $426,5892023Revenue 2024: $13,094,263Expenses 2024: $12,893,369Net Income 2024: $200,8942024Revenue 2025: $13,904,855Expenses 2025: $11,438,313Net Income 2025: $2,466,5422025

Highlighted filing

2017

Revenue$13,636,808
Expenses$11,869,139
Net Income$1,767,669
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.1
Gross Receipts
$13,636,808
Mission and Program Overview

Mission

Working to provide services and resources which will result in a more harmonious relationship between carpenter labor and management and result in increased opportunities for both.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,473,982$10,467,878▼ $6,104
Cash and Non-Interest-Bearing Accounts$3,069,376$4,950,881▲ $1,881,505
Accounts Receivable$1,082,807$982,648▼ $100,159
Investments Other Securities$853,025$885,720▲ $32,695
Prepaid Expenses and Deferred Charges$8,773$8,773→ $0
Land, Buildings, and Equipment, Net$41,610$4,816▼ $36,794
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$15,687,652$17,430,542▲ $1,742,890
Other Assets Total$158,079$129,826▼ $28,253
Liabilities
Other Liabilities$253,194$256,396▲ $3,202
Accounts Payable and Accrued Expenses$68,042$22,224▼ $45,818
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$321,236$278,620▼ $42,616
Net Assets / Fund Balance
Temporarily Rstr Net Assets$10,801,784$12,451,528▲ $1,649,744
Unrestricted Net Assets$4,564,632$4,700,394▲ $135,762
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$15,366,416$17,151,922▲ $1,785,506
Total Liabilities and Net Assets / Fund Balance$15,687,652$17,430,542▲ $1,742,890

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,816$518,154$522,970
Leasehold Improvements-$10,975$10,975
Other Securities$885,720--
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Capital Consulting PartnersAdvertising1129 Northern Blvd 404, Manhasset, NY 11030$672,378
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,530,324
Investment Income
$106,484
Other Revenue
$0
Change in Net Assets
$1,767,669

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,636,808
Revenue Not Reported on Form 990
$17,837
Total Revenue per Audited Statements
$13,654,645
Total Revenue per Form 990
$13,636,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,227,261
Salaries, Compensation, and Employee Benefits$1,641,878
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$160,667$594,496-$755,163
Advertising$75,768$644,427-$720,195
Other Employee Benefits$132,568$539,089-$671,657
Current Officers, Directors, Trustees, and Key Employees-$157,706-$157,706
Occupancy$22,401$125,281-$147,682
All Other Expenses$27,118$49,176-$76,294
Fees for Services Legal-$72,108-$72,108
Other Expenses$40,159$30,098-$70,257
Payroll Taxes$9,640$47,712-$57,352
Depreciation Depletion-$38,567-$38,567
Insurance$1,295$26,870-$28,165
Conferences and Meetings-$26,907-$26,907
Fees for Services Lobbying-$22,491-$22,491
Office Expenses$791$9,570-$10,361
Information Technology-$4,789-$4,789
Travel$407--$407
Total Functional Expenses$9,074,643$2,794,496$0$11,869,139

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,869,139
Total Expenses per Audited Statements$11,869,139
Total Expenses per Form 990$11,869,139
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$22,491
Total Nondeductible Lobbying and Political Cost$22,491
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$129,826
Accrued Expenses and Other Current Liabilities$126,570
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11:

The form 990 is provided to and approved by the board of trustees prior to being filed.

FORM 990, PART VI, SECTION C, LINE 18:

The program makes its governing documents and annual report available upon request.

FORM 990, PART VI, SECTION C, LINE 19:

The program makes its governing documents and annual report available upon request.

Filing and Contact Details

Filer

Filer Name
New England Carpenters Labor Management
EIN
22-2520206
In Care Of
% JOHANNA GREALISH
Phone
6172680014
Address
750 Dorchester Avenue, Boston, MA 02125

Signing Officer

Name
Stephen Joyce
Title
Executive Director
Phone
6172680014
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Joyce
Formed
1983
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
8
Employees
9
Volunteers
0

Preparer

Firm
Bdo USA Llp
Address
TWO INTERNATIONAL PLACE, BOSTON, MA 02110
Preparer
Jeffrey Rogers
Phone
6174220700
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Director
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IRS990/FormationYr01983
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IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/InsuranceGrp/ManagementAndGeneralAmt026870
IRS990/InsuranceGrp/ProgramServicesAmt01295
IRS990/InsuranceGrp/TotalAmt028165
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt073024
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0106484
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0853025
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WORKING TO PROVIDE SERVICES AND RESOURCES WHICH WILL RESULT IN A MORE HARMONIOUS RELATIONSHIP BETWEEN CARPENTER LABOR AND MANAGEMENT AND RESULT IN INCREASED OPPORTUNITIES FOR BOTH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0125281
IRS990/OccupancyGrp/ProgramServicesAmt022401
IRS990/OccupancyGrp/TotalAmt0147682
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09570
IRS990/OfficeExpensesGrp/ProgramServicesAmt0791
IRS990/OfficeExpensesGrp/TotalAmt010361
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0158079
IRS990/OtherAssetsTotalGrp/EOYAmt0129826
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0539089
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0132568
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0671657
IRS990/OtherExpensesGrp/Desc0MARKET OPPORTUNITY FUND PAYME
IRS990/OtherExpensesGrp/Desc1CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2RESEARCH MATERIALS AND EXPENS
IRS990/OtherExpensesGrp/Desc3COLLECTION AGENCY FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0143592
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1261617
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt230098
IRS990/OtherExpensesGrp/ProgramServicesAmt08603829
IRS990/OtherExpensesGrp/ProgramServicesAmt140159
IRS990/OtherExpensesGrp/TotalAmt08603829
IRS990/OtherExpensesGrp/TotalAmt1143592
IRS990/OtherExpensesGrp/TotalAmt2261617
IRS990/OtherExpensesGrp/TotalAmt370257
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IRS990/OtherLiabilitiesGrp/EOYAmt0256396
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0160667
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IRS990/PayrollTaxesGrp/ProgramServicesAmt09640
IRS990/PayrollTaxesGrp/TotalAmt057352
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08773
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08773
IRS990/PrincipalOfficerNm0STEPHEN JOYCE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/BusinessCd2230000
IRS990/ProgramServiceRevenueGrp/Desc0MARKET OPPORTUNITY FUND CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2TRAINING INCENTIVE FUND CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12878961
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2595831
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010055532
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12878961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2595831
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING INCENTIVE FUND TO ASSIST SIGNATORY CONTRACTORS WITH TRAINING PROJECTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0101883
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt099392
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08591649
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012207357
IRS990/PYRevenuesLessExpensesAmt02215936
IRS990/PYSalariesCompEmpBnftPaidAmt01499164
IRS990/PYTotalExpensesAmt010090813
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012306749

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$38.9$0.36$38.6$13.9$11.4$2.47
2024Detailed filing. Detailed filing data is available for this year.$35.0$0.29$34.7$13.1$12.9$0.20
2023Detailed filing. Detailed filing data is available for this year.$30.5$0.49$30.0$13.6$13.2$0.43
2022Detailed filing. Detailed filing data is available for this year.$29.8$0.84$29.0$12.7$13.3$0.60
2021Detailed filing. Detailed filing data is available for this year.$32.0$0.28$31.7$13.2$13.3$0.15
2020Summary only. Only limited summary data is available for this year.$32.1$0.24$31.9$16.2$10.6$5.63
2019Detailed filing. Detailed filing data is available for this year.$26.6$0.35$26.3$18.4$10.9$7.51
2018Detailed filing. Detailed filing data is available for this year.$19.4$0.74$18.7$12.8$11.3$1.57
2017Detailed filing. Detailed filing data is available for this year.$17.4$0.28$17.2$13.6$11.9$1.77
2016Detailed filing. Detailed filing data is available for this year.$15.7$0.32$15.4$12.3$10.1$2.22
2015Detailed filing. Detailed filing data is available for this year.$13.8$0.63$13.1$8.91$7.48$1.43
2014Detailed filing. Detailed filing data is available for this year.$12.0$0.28$11.7$7.62$6.85$0.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.37$10.9$6.27
2012Summary only. Only limited summary data is available for this year.$10.8$0.53$10.3$5.24$5.52$0.28
2011Summary only. Only limited summary data is available for this year.$11.3$0.80$10.5$5.39$6.32$0.92