Civic Intelligence

Maintenance Industry Labor Management Cooperation Trust Fund

990 • Fiscal year 2019 • EIN 46-2263593

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

26 West Street 3rd FloorBoston, MA 02111

(212) 539-2778

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

33rd percentile

-1.6%

Higher net margin than 33% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

55th percentile

$1,523

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

11th percentile

-21%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Down

$0

Down $259,522 (-100%) from 2017

Net Assets

Down

$0

Down $259,522 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$204,092

Down $122,797 (-38%) from 2017

Expenses

Down

$207,385

Down $11,712 (-5.3%) from 2017

Net Income

Down

-$3,293

Down $111,085 (-103%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $251,740Liabilities 2013: $0Net Assets 2013: $251,7402013Assets 2014: $370,622Liabilities 2014: $0Net Assets 2014: $370,6222014Assets 2015: $407,040Liabilities 2015: $0Net Assets 2015: $407,0402015Assets 2016: $151,730Liabilities 2016: $0Net Assets 2016: $151,7302016Assets 2017: $259,522Liabilities 2017: $0Net Assets 2017: $259,5222017Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $282,641Expenses 2013: $30,901Net Income 2013: $251,7402013Revenue 2014: $309,174Expenses 2014: $190,292Net Income 2014: $118,8822014Revenue 2015: $311,033Expenses 2015: $274,615Net Income 2015: $36,4182015Revenue 2016: $320,537Expenses 2016: $575,847Net Income 2016: -$255,3102016Revenue 2017: $326,889Expenses 2017: $219,097Net Income 2017: $107,7922017Revenue 2019: $204,092Expenses 2019: $207,385Net Income 2019: -$3,2932019

Highlighted filing

2019

Revenue$204,092
Expenses$207,385
Net Income-$3,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$204,092
Mission and Program Overview

Mission

To improve communication between certain members of seiu local 32bj and their employers in the maintenance industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$384,697$0▼ $384,697
Land, Buildings, and Equipment, Net$4,068$0▼ $4,068
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
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 Other Securities$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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$388,765$0▼ $388,765
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$388,765$0▼ $388,765
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$388,765$0▼ $388,765
Total Liabilities and Net Assets / Fund Balance$388,765$0▼ $388,765
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Peter GoldbergerExecutive Director$1,345$178$1,523
Elaine PommellsDirector of Finance$783$126$909
Steve JenkinsChief Operating Officer$7-$7

Board Members and Trustees

NameTitle
Roxana RiveraTrustee/chair
Emanuel PastreichTrustee
Fred SuraceTrustee
Paul Senecal CbseTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$203,582
Investment Income
$510
Other Revenue
$0
Change in Net Assets
$-3,293

Audited Revenue Reconciliation

Revenue per Audited Statements
$204,092
Revenue Not Reported on Form 990
$-27,099
Total Revenue per Audited Statements
$176,993
Total Revenue per Form 990
$204,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$108,516
Other Expenses$98,869
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$76,467
Fees for Services Other---$41,338
Other Employee Benefits---$26,435
Fees for Services Accounting---$23,341
Fees for Services Legal---$10,649
Travel---$9,118
Payroll Taxes---$5,614
Insurance---$5,157
Depreciation Depletion---$4,363
Office Expenses---$2,265
Information Technology---$2,101
Conferences and Meetings---$537
Total Functional Expenses$0$0$0$207,385

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$207,385
Expenses per Audited Statements$175,901
Total Expenses per Audited Statements$175,901
Expenses Not Reported on Financial Statements$31,484
Other Expense Adjustments$31,484
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
Subject to proxy tax
No
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS:

Trustees roxana rivera and emanuel pastreich serve as vice president, and at-large board of service employees international union local 32bj.

PART VI, SECTION A, LINE 7A - APPOINTMENT OF GOVERNING BODY:

The board of trustees shall consist of four (4) persons: two (2) of the trustees shall be management trustees which shall be named by maintenance contractors of new england; and two (2) of whom shall be union trustees, which shall be named by service employees international union local 32bj. Union local 32bj.

PART VI, SECTION A, LINE 8B - OTHER COMMITTEES WITH AUTHORITY:

The fund had no subcommittees during the year.

PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:

Prior to filing the form 990, a trustee and the director review the form 990. Upon approval of the form 990, the e-file authorization is signed and delivered to the certified public accounting firm that will submit the return to irs.

PART VI, SECTION C, LINE 19-GOVERNING DOCUMENTS, POLICIES & F/S:

Forms 990 and other documents are made available as required by law.

PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY:

Staff of this fund, at the time they are hired, are informed of the organization's policy. The director monitors the policy through regular involvement.

Filing and Contact Details

Filer

Filer Name
Industry Cooperation Trust Fund
EIN
46-2263593
In Care Of
% 32BJ BENEFIT FUNDS
Phone
2125392778
Address
26 WEST STREET 3RD FLOOR, BOSTON, MA 02111

Signing Officer

Name
Roxana Rivera
Title
Trustee
Phone
2125392778
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roxana Rivera
Formed
2013
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard L Ruvelson
Phone
3012726000
Supplemental Narrative

Additional Explanations

Part III, Line 1 - Organization Mission

To improve communication between certain members of service employees international union local 32bj and their employers; to provide these workers and the participating employers with opportunities to study and explore new and innovative joint approaches to achieving organizational effectiveness, to assist these workers and their employers in solving problems of mutual concern not susceptible to resolution within the collective bargaining process, to study and explore ways of eliminating potential problems which reduce the competitiveness and inhibit economic development of the industry, to enhance the involvement of workers in making decisions that affect their working lives, to expand and improve working relationships between workers and managers, and to encourage free collective bargaining by establishing continuing mechanisms for communication between managers and their employees through federal assistance to the formation and operation of labor management committees.

PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS:

On August 1, 2019, the Trustees approved the Resolution of Termination upon which the Trustees recommended to the Fund's sponsors, the Union and MCNE that the Fund be terminated in accordance with Article 11 of the Agreement and Declaration of Trust. Net assets were distributed in such manner as it will, in the opinion of the Trustees and in accordance with the plan document, bring about the purpose of the Plan. Termination shall not permit any part of the Fund to be used for or diverted to purposes other than the payment of administrative expenses of the Plan. Any remaining assets were approved to be transferred and merged into the Thomas Shortman Training Fund (TSTF). The composition of net assets without donor restrictions transferred out to the TSTF at December 31, 2019 is as follows: Cash $ 392,297 Accounts Payable (11,000) Due from Related Parties 4,175 ----------- $ 385,472 ==========

Form 990 Part IX Line 11G

Description:administrative services total fees:32801

Form 990 Part IX Line 11G

Description:consulting total fees:8537

Form 990EZ Part I Line 20

Description:ASSETS TRANSFERRED DUE TO TERMINATION Amount:385472

Financial Statement Notes

PART X, LINE 2 - FIN 48 FOOTNOTE:

Accounting principles generally accepted in the united states of require management to evaluate income tax positions taken by the organization and recognize an income tax liability if the organization has taken an uncertain position that more likely than not would be sustained upon examination by the internal revenue service. Management has evaluated the income tax positions taken by the fund and concluded that as of december 31, 2019 there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. Should such penalties and interest be incurred, the fund's policy is to recognize them as management and general expenses.

PART XI, LINE 2D - REVENUES INCLUDED ON FINANCIALS, BUT NOT ON FORM 990:

$ (27,099) - employee contributions - net accrual to cash adjustment

PART XII, LINE 4B - EXPENSES INCLUDED ON FINANCIALS, BUT NOT ON FORM 990:

$ 11,500 - accounting fees - net accrual to cash adjustment $ 4,185 - legal fees - net accrual to cash adjustment $ 6,783 - administrative expenses - net accrual to cash adjustment $ 7,229 - payroll - net accrual to cash adjustment $ 1,787 - consulting fees - net accrual to cash adjustment --------- $ 31,484

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IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt076467
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt05614
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROXANA RIVERA
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0203582
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt083
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt048842
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0340306
IRS990/PYRevenuesLessExpensesAmt0129243
IRS990/PYSalariesCompEmpBnftPaidAmt0162304
IRS990/PYTotalExpensesAmt0211146
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0340389
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3293
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt031484
IRS990ScheduleD/ExpensesSubtotalAmt0175901
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt031484
IRS990ScheduleD/OtherRevenueAmt0-27099
IRS990ScheduleD/RevenueNotReportedAmt0-27099
IRS990ScheduleD/RevenueSubtotalAmt0204092
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF REQUIRE MANAGEMENT TO EVALUATE INCOME TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE AN INCOME TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THE INCOME TAX POSITIONS TAKEN BY THE FUND AND CONCLUDED THAT AS OF DECEMBER 31, 2019 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. IN ADDITION, THERE HAVE BEEN NO TAX RELATED INTEREST OR PENALTIES FOR THE PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. SHOULD SUCH PENALTIES AND INTEREST BE INCURRED, THE FUND'S POLICY IS TO RECOGNIZE THEM AS MANAGEMENT AND GENERAL EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1$ (27,099) - EMPLOYEE CONTRIBUTIONS - NET ACCRUAL TO CASH ADJUSTMENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2$ 11,500 - ACCOUNTING FEES - NET ACCRUAL TO CASH ADJUSTMENT $ 4,185 - LEGAL FEES - NET ACCRUAL TO CASH ADJUSTMENT $ 6,783 - ADMINISTRATIVE EXPENSES - NET ACCRUAL TO CASH ADJUSTMENT $ 7,229 - PAYROLL - NET ACCRUAL TO CASH ADJUSTMENT $ 1,787 - CONSULTING FEES - NET ACCRUAL TO CASH ADJUSTMENT --------- $ 31,484
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2 - FIN 48 FOOTNOTE:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - REVENUES INCLUDED ON FINANCIALS, BUT NOT ON FORM 990:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - EXPENSES INCLUDED ON FINANCIALS, BUT NOT ON FORM 990:
IRS990ScheduleD/TotalExpensesPerForm990Amt0207385
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0204092
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0176993
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0175901
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt01345
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1783
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt27
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt153
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt173
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PETER GOLDBERGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ELAINE POMMELLS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2STEVE JENKINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR OF FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHIEF OPERATING OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt01523
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1909
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt27
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
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IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH & CASH EQUIVALENTS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-08-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0237424757
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0385472
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0TS TRAINING SCHOLARSHIP SAFETY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt025 WEST 18TH STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0NEW YORK
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd010011
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IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO IMPROVE COMMUNICATION BETWEEN CERTAIN MEMBERS OF SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ AND THEIR EMPLOYERS; TO PROVIDE THESE WORKERS AND THE PARTICIPATING EMPLOYERS WITH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS, TO ASSIST THESE WORKERS AND THEIR EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERN NOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS, TO STUDY AND EXPLORE WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT ECONOMIC DEVELOPMENT OF THE INDUSTRY, TO ENHANCE THE INVOLVEMENT OF WORKERS IN MAKING DECISIONS THAT AFFECT THEIR WORKING LIVES, TO EXPAND AND IMPROVE WORKING RELATIONSHIPS BETWEEN WORKERS AND MANAGERS, AND TO ENCOURAGE FREE COLLECTIVE BARGAINING BY ESTABLISHING CONTINUING MECHANISMS FOR COMMUNICATION BETWEEN MANAGERS AND THEIR EMPLOYEES THROUGH FEDERAL ASSISTANCE TO THE FORMATION AND OPERATION OF LABOR MANAGEMENT COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ROXANA RIVERA AND EMANUEL PASTREICH SERVE AS VICE PRESIDENT, AND AT-LARGE BOARD OF SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES SHALL CONSIST OF FOUR (4) PERSONS: TWO (2) OF THE TRUSTEES SHALL BE MANAGEMENT TRUSTEES WHICH SHALL BE NAMED BY MAINTENANCE CONTRACTORS OF NEW ENGLAND; AND TWO (2) OF WHOM SHALL BE UNION TRUSTEES, WHICH SHALL BE NAMED BY SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ. UNION LOCAL 32BJ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND HAD NO SUBCOMMITTEES DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR TO FILING THE FORM 990, A TRUSTEE AND THE DIRECTOR REVIEW THE FORM 990. UPON APPROVAL OF THE FORM 990, THE E-FILE AUTHORIZATION IS SIGNED AND DELIVERED TO THE CERTIFIED PUBLIC ACCOUNTING FIRM THAT WILL SUBMIT THE RETURN TO IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORMS 990 AND OTHER DOCUMENTS ARE MADE AVAILABLE AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6On August 1, 2019, the Trustees approved the Resolution of Termination upon which the Trustees recommended to the Fund's sponsors, the Union and MCNE that the Fund be terminated in accordance with Article 11 of the Agreement and Declaration of Trust. Net assets were distributed in such manner as it will, in the opinion of the Trustees and in accordance with the plan document, bring about the purpose of the Plan. Termination shall not permit any part of the Fund to be used for or diverted to purposes other than the payment of administrative expenses of the Plan. Any remaining assets were approved to be transferred and merged into the Thomas Shortman Training Fund (TSTF). The composition of net assets without donor restrictions transferred out to the TSTF at December 31, 2019 is as follows: Cash $ 392,297 Accounts Payable (11,000) Due from Related Parties 4,175 ----------- $ 385,472 ==========
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STAFF OF THIS FUND, AT THE TIME THEY ARE HIRED, ARE INFORMED OF THE ORGANIZATION'S POLICY. THE DIRECTOR MONITORS THE POLICY THROUGH REGULAR INVOLVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION:ADMINISTRATIVE SERVICES TOTAL FEES:32801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION:CONSULTING TOTAL FEES:8537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:ASSETS TRANSFERRED DUE TO TERMINATION Amount:385472
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1 - ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 7A - APPOINTMENT OF GOVERNING BODY:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION A, LINE 8B - OTHER COMMITTEES WITH AUTHORITY:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, SECTION C, LINE 19-GOVERNING DOCUMENTS, POLICIES & F/S:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART I LINE 20
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IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0388765
IRS990/TotalAssetsEOYAmt00

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