Civic Intelligence

National Elevator Industry Educational Program

990 • Fiscal year 2015 • EIN 23-6421955

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

11 Larsen WayAttleboro Falls, MA 02763-1068

(508) 699-2200

Siviq Scores

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

Liabilities / Assets

10th percentile

0.02x

Higher debt load relative to assets than 10% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.10x

Higher debt load relative to revenue than 12% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

26th percentile

$293,843

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Asset Growth

72nd percentile

6.6%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

3.9%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Assets

Up

$137,740,687

Up $8,488,698 (+6.6%) from 2014

Net Assets

Up

$134,949,315

Up $7,837,713 (+6.2%) from 2014

Liabilities

Up

$2,791,372

Up $650,985 (+30%) from 2014

Revenue

Up

$28,466,595

Up $1,056,078 (+3.9%) from 2014

Expenses

Up

$20,560,589

Up $1,206,718 (+6.2%) from 2014

Net Income

Down

$7,906,006

Down $150,640 (-1.9%) from 2014

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $80,696,714Liabilities 2010: $3,726,739Net Assets 2010: $76,969,9752010Assets 2011: $91,108,571Liabilities 2011: $959,396Net Assets 2011: $90,149,1752011Assets 2012: $102,548,639Liabilities 2012: $1,294,927Net Assets 2012: $101,253,7122012Assets 2014: $129,251,989Liabilities 2014: $2,140,387Net Assets 2014: $127,111,6022014Assets 2015: $137,740,687Liabilities 2015: $2,791,372Net Assets 2015: $134,949,3152015Assets 2016: $148,223,229Liabilities 2016: $5,620,734Net Assets 2016: $142,602,4952016Assets 2017: $154,917,610Liabilities 2017: $5,165,083Net Assets 2017: $149,752,5272017Assets 2018: $154,776,522Liabilities 2018: $4,540,995Net Assets 2018: $150,235,5272018Assets 2019: $156,666,433Liabilities 2019: $5,378,222Net Assets 2019: $151,288,2112019Assets 2020: $159,111,688Liabilities 2020: $7,183,847Net Assets 2020: $151,927,8412020Assets 2021: $187,712,359Liabilities 2021: $9,116,066Net Assets 2021: $178,596,2932021Assets 2022: $171,436,015Liabilities 2022: $8,755,232Net Assets 2022: $162,680,7832022Assets 2024: $175,811,107Liabilities 2024: $8,951,915Net Assets 2024: $166,859,1922024

Highlighted filing

2015

Assets$137,740,687
Liabilities$2,791,372
Net Assets$134,949,315

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $18,255,2062010Expenses 2011: $16,518,4132011Expenses 2012: $15,708,6662012Revenue 2014: $27,410,517Expenses 2014: $19,353,871Net Income 2014: $8,056,6462014Revenue 2015: $28,466,595Expenses 2015: $20,560,589Net Income 2015: $7,906,0062015Revenue 2016: $30,427,541Expenses 2016: $25,608,529Net Income 2016: $4,819,0122016Revenue 2017: $32,356,707Expenses 2017: $29,387,883Net Income 2017: $2,968,8242017Revenue 2018: $45,427,645Expenses 2018: $34,952,766Net Income 2018: $10,474,8792018Revenue 2019: $36,761,307Expenses 2019: $37,069,437Net Income 2019: -$308,1302019Revenue 2020: $37,777,918Expenses 2020: $34,814,050Net Income 2020: $2,963,8682020Revenue 2021: $37,822,732Expenses 2021: $24,749,858Net Income 2021: $13,072,8742021Revenue 2022: $36,648,824Expenses 2022: $34,986,846Net Income 2022: $1,661,9782022Revenue 2024: $43,762,043Expenses 2024: $43,594,607Net Income 2024: $167,4362024

Highlighted filing

2015

Revenue$28,466,595
Expenses$20,560,589
Net Income$7,906,006
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$42,174,773
Mission and Program Overview

Mission

To improve the knowledge and skills of industry members, not only for their benefit, but for the benefit of their employer and industry.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$127,111,602$134,949,315▲ $7,837,713
Investments in Publicly Traded Securities$93,461,872$99,503,324▲ $6,041,452
Investments Other Securities$19,144,877$20,814,382▲ $1,669,505
Land, Buildings, and Equipment, Net$10,361,310$10,575,565▲ $214,255
Savings and Temporary Cash Investments$3,084,048$3,297,469▲ $213,421
Accounts Receivable$2,395,010$2,485,289▲ $90,279
Prepaid Expenses and Deferred Charges$271,771$598,508▲ $326,737
Cash and Non-Interest-Bearing Accounts$411,406$296,429▼ $114,977
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$129,251,989$137,740,687▲ $8,488,698
Other Assets Total$121,695$169,721▲ $48,026
Liabilities
Accounts Payable and Accrued Expenses$2,030,518$2,516,020▲ $485,502
Mortgage Notes Payable Secured by Investment Property$109,869$275,352▲ $165,483
Total Liabilities$2,140,387$2,791,372▲ $650,985
Net Assets / Fund Balance
Total Net Assets Fund Balance$127,111,602$134,949,315▲ $7,837,713
Total Liabilities and Net Assets / Fund Balance$129,251,989$137,740,687▲ $8,488,698

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,714,973$4,317,341$11,032,314
Buildings$3,367,736$1,402,429$4,770,165
Leasehold Improvements$211,813$70,612$282,425
Other Land Buildings$116,486$131,925$248,411
Land$164,557-$164,557
Other Securities$10,381,462--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN J O'DONNELLNational DirectorFT$222,999$70,844$293,843
Leo T BreindelAssistant National DirectorFT$177,525$62,816$240,341
Lester E WhiteDepartment Head of DevelopmentFT$154,500$61,060$215,560
Roy E Francesconi JrArea CoordinatorFT$156,418$56,560$212,978
Richard J LoebArea CoordinatorFT$153,136$56,560$209,696
John J SpinellaManagerFT$148,053$59,560$207,613
Arthur E RodgersArea CoordinatorFT$133,961$56,560$190,521
Robert S DuffyArea CoordinatorFT$133,961$56,560$190,521

Highest Paid Contractors

ContractorServicesLocationCompensation
Eagle GraphicsPrinting149 ANDERSON AVENUE, Rochester, NY 14607$169,379
Performance AssociatesConsulting618 OAKLEAF OFFICE LN STE 500, Memphis, TN 38117$146,973
Revenue and Support

Revenue Composition

Contributions and Grants
$140,064
Program Service Revenue
$25,021,675
Investment Income
$3,304,856
Other Revenue
$0
All Other Contributions
$140,064
Change in Net Assets
$7,906,006

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,247,909
Revenue Not Reported on Financial Statements
$218,686
Revenue Not Reported on Form 990
$-68,293
Total Revenue per Audited Statements
$28,179,616
Total Revenue per Form 990
$28,466,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,854,713
Other Expenses$8,705,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,736,333$496,962-$8,233,295
Occupancy$2,114,571$135,688-$2,250,259
Pension Plan Contributions$1,073,170$157,908-$1,231,078
Depreciation Depletion$978,190$207,469-$1,185,659
Other Employee Benefits$1,020,222$150,114-$1,170,336
Travel$1,027,852$89,447-$1,117,299
Payroll Taxes$580,094$78,311-$658,405
Current Officers, Directors, Trustees, and Key Employees-$561,599-$561,599
Fees for Services Other$319,250$204,633-$523,883
All Other Expenses$449,822$26,017-$475,839
Office Expenses$138,239$237,288-$375,527
Conferences and Meetings$312,048$59,910-$371,958
Other Expenses$313,483$26,271-$313,483
Fees for Service Investment Mgmnt Fees-$218,686-$218,686
Insurance-$215,780-$215,780
Fees for Services Legal-$34,665-$34,665
Interest$6,612$7,344-$13,956
Fees for Services Accounting-$1,414-$1,414
Total Functional Expenses$17,651,083$2,909,506$0$20,560,589

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,560,589
Expenses per Audited Statements$20,341,903
Total Expenses per Audited Statements$20,341,903
Expenses Not Reported on Financial Statements$218,686
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Entity With Common TrusteeANNUITY AND 401(K) CONTRIBUTIONS - THE PROGRAM CONTRIBUTES TO AND TRANSFERS EMPLOYEES' WITHHOLDINGS TO THE ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN (PLAN). CONTRIBUTIONS TO THE ANNUITY PORTION OF THE PLAN, IN THE AMOUNT OF $510,500, WERE MADE VIA PAYMENTS TO THE NATIONAL ELEVATOR INDUSTRY BENEFIT PLANS. EMPLOYEE WITHHOLDINGS FOR THE 401(K) PORTION OF THE PLAN, IN THE AMOUNT OF $232,603, WERE MADE VIA PAYMENTS TO THE NATIONAL ELEVATOR INDUSTRY BENEFIT PLANS.No$743,103
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
Yes
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 A, Line 4

There was an amendment to the program's declaration of trust changing the number of trustees from eight (8) to ten (10), including five (5) employer trustees and five (5) union trustees.

Form 990, Part VI, Section A, Line 7A

The program is administered by ten (10) trustees, five (5) of whom are appointed by the international union of elevator constructors (iuec) and five (5) of whom are appointed by the national elevator industry inc.

Form 990, Part VI, Section B, Line 11

The return preparer emailed a copy of the final version of form 990 to the program's national director, the program's controller, and the program's accounting manager for review and approval prior to filing.

Form 990, Part VI, Section C, Line 19

The program's form 990 is available for public inspection 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) & Column (F)

There are no hours devoted to related organizations and no compensation from related organizations reported in column (e) or column (f). Reasonable efforts are made to obtain information regarding compensation from related organizations, if any, by distributing annually a questionaire to each listed person that includes the name, title, date and signature of each person reporting information and containing the instructions and definitions for form 990, part vii, section a, column (b), column (e), and column (f).

Filing and Contact Details

Filer

Filer Name
NAT'L ELEVATOR INDUSTRY EDUCATIONAL PROG
EIN
23-6421955
Phone
5086992200
Address
11 LARSEN WAY, ATTLEBORO FALLS, MA 02763-1068

Signing Officer

Name
JOHN J O'DONNELL
Title
Director
Phone
5086992200
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JOHN J O'DONNELL
Formed
1967
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
497
Volunteers
530

Preparer

Firm
Daniel a Winters & Company Cpas
Address
6 DICKINSON DR STE 205, CHADDS FORD, PA 19317
Preparer
Craig D Winterscpa
Phone
6103582000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Asc topic 740 - income taxes, clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements and prescribes a recognition threshold and measurement attribute for tax positions taken or expected to be taken on a tax return, including the entity's status as a tax-exempt entity. The program had no significant uncertain tax position at the date of adoption or at june 30, 2015 or 2014. While the program's tax forms may be examined by tax authorities, such as the irs, it is no longer subject to income tax examination for any years earlier than its fiscal year ended june 30, 2012.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1262844
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1357816
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1456560
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1556560
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1656560
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1756560
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1856560
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1956560
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES R BIAGINI
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTIAN A GRENIER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHANNES P FAURE
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN E JASTER
IRS990/Form990PartVIISectionAGrp/PersonNm4LEONARD R LEGOTTE
IRS990/Form990PartVIISectionAGrp/PersonNm5TIMOTHY J MOENNICH
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL P SHIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm7ROGER C SHUMATE
IRS990/Form990PartVIISectionAGrp/PersonNm8PAT HEANEY
IRS990/Form990PartVIISectionAGrp/PersonNm9DONALD L KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm10LLOYD R STORR
IRS990/Form990PartVIISectionAGrp/PersonNm11JATHAN VAN WINKLE
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN J O'DONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm13LEO T BREINDEL
IRS990/Form990PartVIISectionAGrp/PersonNm14LESTER E WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm15ROY E FRANCESCONI JR
IRS990/Form990PartVIISectionAGrp/PersonNm16RICHARD J LOEB
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN J SPINELLA
IRS990/Form990PartVIISectionAGrp/PersonNm18ROBERT S DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm19ARTHUR E RODGERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12230999
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13182525
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14159000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15156418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16153136
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17151053
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18133961
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19133961
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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/TitleTxt12NATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT NATIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DEPARTMENT HEAD OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15AREA COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16AREA COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt18AREA COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19AREA COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-326426
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013381752
IRS990/GrossReceiptsAmt042174773
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt026
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0215780
IRS990/InsuranceGrp/TotalAmt0215780
IRS990/InterestGrp/ManagementAndGeneralAmt07344
IRS990/InterestGrp/ProgramServicesAmt06612
IRS990/InterestGrp/TotalAmt013956
IRS990/InvestmentIncomeGrp/ExclusionAmt03631282
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03631282
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt019144877
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt020814382
IRS990/InvestmentsPubTradedSecGrp/BOYAmt093461872
IRS990/InvestmentsPubTradedSecGrp/EOYAmt099503324
IRS990/IRPDocumentCnt068
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05922307
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010361310
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010575565
IRS990/LandBldgEquipCostOrOtherBssAmt016497872
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013708178
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE KNOWLEDGE AND SKILLS OF INDUSTRY MEMBERS NOT ONLY FOR THEIR BENEFIT, BUT FOR THE BENEFIT OF THEIR EMPLOYER AND INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0109869
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0275352
IRS990/NetAssetsOrFundBalancesBOYAmt0127111602
IRS990/NetAssetsOrFundBalancesEOYAmt0134949315
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-326426
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-326426
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-68293
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0135688
IRS990/OccupancyGrp/ProgramServicesAmt02114571
IRS990/OccupancyGrp/TotalAmt02250259
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0237288
IRS990/OfficeExpensesGrp/ProgramServicesAmt0138239
IRS990/OfficeExpensesGrp/TotalAmt0375527
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0121695
IRS990/OtherAssetsTotalGrp/EOYAmt0169721
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0150114
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01020222
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01170336
IRS990/OtherExpensesGrp/Desc0PRINTING AND LAYOUT
IRS990/OtherExpensesGrp/Desc1TRAINING
IRS990/OtherExpensesGrp/Desc2INSTRUCTIONAL MATERIALS
IRS990/OtherExpensesGrp/Desc3LOCAL PROGRAM FUNDING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026271
IRS990/OtherExpensesGrp/ProgramServicesAmt0681617
IRS990/OtherExpensesGrp/ProgramServicesAmt1463315
IRS990/OtherExpensesGrp/ProgramServicesAmt2436265
IRS990/OtherExpensesGrp/ProgramServicesAmt3313483
IRS990/OtherExpensesGrp/TotalAmt0681617
IRS990/OtherExpensesGrp/TotalAmt1489586
IRS990/OtherExpensesGrp/TotalAmt2436265
IRS990/OtherExpensesGrp/TotalAmt3313483
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0496962
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07736333
IRS990/OtherSalariesAndWagesGrp/TotalAmt08233295
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt078311
IRS990/PayrollTaxesGrp/ProgramServicesAmt0580094
IRS990/PayrollTaxesGrp/TotalAmt0658405
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0157908
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01073170
IRS990/PensionPlanContributionsGrp/TotalAmt01231078
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0271771
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0598508
IRS990/PrincipalOfficerNm0JOHN J O'DONNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0RECEIPTS FROM EMPLOYER
IRS990/ProgramServiceRevenueGrp/Desc1APTITUDE TEST RECEIPTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024961279
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt160396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024961279
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt160396
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt083895
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03041537
IRS990/PYOtherExpensesAmt08726957
IRS990/PYOtherRevenueAmt04556
IRS990/PYProgramServiceRevenueAmt024280529
IRS990/PYRevenuesLessExpensesAmt08056646
IRS990/PYSalariesCompEmpBnftPaidAmt010626914
IRS990/PYTotalExpensesAmt019353871
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027410517
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07906006
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$176$8.95$167$43.8$43.6$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$171$8.76$163$36.6$35.0$1.66
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$188$9.12$179$37.8$24.7$13.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$159$7.18$152$37.8$34.8$2.96
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$157$5.38$151$36.8$37.1$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$155$4.54$150$45.4$35.0$10.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$155$5.17$150$32.4$29.4$2.97
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$5.62$143$30.4$25.6$4.82
2015Detailed filing. Detailed filing data is available for this year.$138$2.79$135$28.5$20.6$7.91
2014Detailed filing. Detailed filing data is available for this year.$129$2.14$127$27.4$19.4$8.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$1.29$101$15.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.1$0.96$90.1$16.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.7$3.73$77.0$18.3