,III _-=

'\ .

990" Return of Organization Exempt From Income Tax

Form Under section 501(c), 527, or 4947(a)(l) of the Internal Revenue Code (except black lung

Department of the Treasury benefit trust or private foundation)

Internal Revenue ServIce ~ The organization may have to use a copy of this return to satisfy state reporting requirements.

Open to Public Inspection

OMS No 1545·0047

2005

A For the 2005 calendar year or tax year beginning JUL 1 2005 and ending JUN 30 2006

.
B Check" Please C Name of organization D Employer identification number
applicable use IRS ~CDCC APPRENTICESHIP, JOURNEYMAN
DAddress label or RETRAINING EDUCATIONAL & INDUSTRY FUND 13-2583087
change pnnt or
D~~~8 type Number and street (or P.O. box If maills not delivered to street address) 1 Room/sUite E Telephone number
See
D'nlhal Specific 395 HUDSON STREET (212) 366-7300
return
o Final Instruc- City or town, state or country, and ZIP + 4 F Accounbng method 0 Cash [XJ Accrual
return nons
DAmended NEW YORK NY 10014 Dg~~'M~
return
DAppl,catlon • Section 501(c)(3) organizations and 4947(a)(I) nonexempt charitable trusts H and I are not applicable to section 527 organizations.
pending
must attach a completed Schedule A (Form 990 or 990-EZ). H(a} Is this a group return for affiliates? DYes [XJNo
G Website: ~WWW . NYCCBF . COM H(b} If "Yes,' enter number of afflliates~ NLA
J Organization type (checkonlyone)~ [XJ 501(c) ( 3 ) .... (insert no } 0 4947(a)(l) or 0527 H(c} Are all affiliates mcluded? N/A DYes DNo
K Check here ~ 0 If the organization's gross receipts are normally not more than $25,000. The (If 'No: attach a hst.)
H(d} Is thrs a separate return filed by an or-
oruaruzanon need not file a return With the IRS; but If the oruaruzanon chooses to file a return, be uaneanon covered by a group rulmu? DYes [XJNo
sure to file a complete return. Some states require a complete return. I Grouo Exemotlon Number~ N/A
M Check ~ 0 If the orcamzanon IS not required to attach
L Gross receipts: Add Imes 6b, 8b, 9b, and lOb to line 12 ~ 11 000 168. Sch. 8 (Form 990, 990-EZ, or 99O-PF).
I Part II Revenue, Expenses, and Changes in Net Assets or Fund Balances
1 Contnbunons, giftS, grants, and Similar amounts received:
a Direct publtc support la
b Indirect public support lb
c Government contributions (grants) lc 1 302 185.
d Total (add lines la through lc) (cash $ 1,302,185. noncash $ ) ld 1 302 185.
2 Program service revenue Including government fees and contracts (from Part VII, line 93) 2 9 595,360.
3 Membership dues and assessments 3 o.
4 Interest on savmqs and temporary cash tnvestments 4 98 125.
5 DIVidends and mterest from securmes I 6a I 5 O.
6 a Gross rents SEE STATEMENT 1 3 877.
b Less: rental expenses 6b
c Net rental tncome or (loss) (subtract Ime 6b from Itne 6a) 6c 3 877.
CII 7 Other Investment lOCO me (describe ~ I 7 o.
::I 8 a Gross amount from sales of assets other (A) Securities IBIOther
e
CII
> than Inventory Ba
CII
a: b Less: cost or other baSIS and sales expenses Bb
c Gam or (loss) (attach schedule) Bc
d Net gatn or (loss) (combine line 8c, columns (A) and (8») ad o.
9 Specal events and activities (attach schedule). If any amount IS from gaming, check here ~ D
a Gross revenue (not mcludmg $ of conmbunons I 9a I
report """". , . c-.,-..Jf:. ..>-"""""-!:.- ,_ ~ ,~
b Less: uect ex~~~tV~ralstng xpenses 9b

c Net In ~ or uoss) IIUIII '1J"~lal "VO"'~r~ ract line 9b from line 9a) I I 9c
10 a Gross ~ o~~~tJ; less ~W~ an wances lOa
b Less: ~of s 1 0 .! CI') lOb
c Gross pr ,100 nl ,m en §Br (attach schedule) (subtract hne lOb from line IDa) 10c o.
11 Other evenuGGr!p)'iEN~n~ 11 621.
12 Total revenue -s 8d 9c 10c and 11\ 12 11 000,168.
13 Program services (from line 44, column (8)) 13 11 024 407.
CIl
CII 14 Management and general (from hne 44, column (C)) 14 1 241 157.
CIl
c: Fundrarsinq (from hne 44, column (D) O.
CII 15 15
Co
)( 16 Payments to affiliates (attach schedule) 16 o.
w
17 Total exoenses (add hnes 16 and 44 column (All 17 12 265 564.
18 Excess or (defiCit) for the year (subtract line 17 from nne 12) 18 <1 265 396.
CIl 753.
a;i> 19 Net assets or fund balances at begtnnlng of year (from lme 73, column (A)) 19 6 723
zlll 20 Other changes In net assets or fund balances (attach explanation) 20 o.
<
21 Net assets or fund balances at end of year (cornbme hnes 18, 19, and 20) 21 5 458 357. >

~,

~

'r ' 'l:

::.g ~

~ p

ss ~

g~~8f-16 LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

1

Form 990 (2005)

b\\Q \C?

_ ') ..

NYCDCC APPRENTICESHIP, JOURNEYMAN RETRAINING EDUCATIONAL & INDUSTRY FUND

13-2583087

Pa e2

All orcanzanons must complete column (A). Columns (8), (C), and (D) are required for section 501(c)(3) and (4) orcamzanons and section 4947(a)(1) nonexempt charitable trusts but opnonal for others.

Do not mclude amounts reported on Ime (A) Total (8) Program (e) Management (0) Fundralslng
6b, 8b, 9b, 10b, or 16 of Part I. services and general
22 Grants and allocations (attach schedule)
(cash $ o . noncash $ O.
If thts amount Includes foreign grants, check here ..... D 22 O. O.
23 Specific assistance to Individuals (attach
schedule) 23 O. O.
24 Benefrts paid to or for members (attach
schedule) 24 O. O.
25 Compensation of officers, directors, etc 25 O. O. O. O.
26 Other salaries and wages 26 3 141 950. 2 723,527. 418 423. O.
27 Pension plan contnbunons 27 1 421 199. 1 285 582. 135 617. O.
28 Other employee benefits 28 606 012. 472,546. 133 466. O.
29 Payroll taxes 29 255 302. 223 342. 31 960. O.
30 Professional fund raising fees 30 O. O. O. O.
31 Accounting fees 31 21 373. O. 21 373. O.
32 Legal fees 32 105 935. O. 105 935. O.
33 Supplies 33 321 74l. 321 74l. O. O.
34 Telephone 34 37 468. 34,766. 2 702. O.
35 Postage and shipping 35 14 852. 12 424. 2 428. O.
36 Occupancy 36 3 303 797. 3 290 027. 13 770. O.
37 Equipment rental and maintenance 37 173 980. 169 313. 4,667. O.
38 Pnntmq and publications 38 O. O. O. O.
39 Travel 39 47 552. 47 064. 488. O.
40 Conferences, conventions, and meetings 40 17 987. O. 17 987. O.
41 Interest 41 O. O. O. O.
42 DepreCiatIOn, depletion, etc (attach schedule) 42 235 815. 58 72l. 177 094. O.
43 Other expenses not covered above (Itemize):
a 43a
b 43b
c 43c
d 43d
e 43e
1 431
g SEE STATEMENT 2 43u 2 560 60l. 2 385 354. 175 247.
44 Total functional expenses. Add lines 22
through 43. (Organizations completing
columns (8)-(0), carry these totals to lines
13-15) 44 12 265 564. 11 024 407. 1 241 157. O. Joint Costs. Check ~ 0 If you are followmq SOP 98-2

Are any IOlnl costs from a combined educational campaign and tundraismq sohcitation reported In (B) Program services? ~ DYes [][] No

If 'Yes," enter (i) the aggregate amount of these JOint costs $ N fA ; (ii) the amount allocated to Program services $ __ --=-N!...<f---'A=-- __

(iii) the amount allocated to Management and general $ N fA ; and /iv) the amount allocated to Fundralslng $ N fA

Form 990 (2005)

523011 02-03-06

2

- .

NYCDCC APPRENTICESHIP, JOURNEYMAN

Form 990 2005 RETRAINING EDUCATIONAL & INDUSTRY FUND

13-2583087

Pa e3

Form 990 IS available for public Inspection and, for some people, serves as the pnmary or sole source of Information about a particular organization. How the public perceives an organization In such cases may be determined by the Information presented on Its return. Therefore, please make sure the return IS complete and accurate and fully descnbes, In Part III, the organization's programs and accomplishments.

What IS the organization's pnmary exempt purpose? ~ Program Service
EDUCATION. Expenses
(ReqUired for 501(c)(3)
All organizations must descnbe their exempt purpose achievements In a clear and concise manner State the number of and (4) orgs., and
clients served, publications Issued, etc DIscuss achievements that are not measurable. (Section 501 (c)(3) and (4) 4947(a)(1) trusts; but
organizations and 4947(a)(1) nonexempt chantable trusts must also enter the amount of grants and allocations to others) opnonal for others.)
a PROGRAMS POROVIDED SCHOOL FACILITIES EDUCATION TRAINING AND
SAFETY AND CONTINUING EDUCATION FOR MEMBERS IN THE TRADE OF
CARPENTRY.



(Grants and allocations $ ) If trus amount Includes foreign grants check here ~D 11 024 407.
b





(Grants and allocations $ ) If trns amount Includes foreign grants check here ~ D
C





(Grants and allocations $ ) If thrs amount Includes foreign grants check here ~ D
d





(Grants and allocations $ ) If this amount Includes foreign grants check here ~ D
e Other program services (attach schedule)
(Grants and allocations $ ) If this amount Includes foreign grants check here ~D f Total of Program Service Expenses (should egualline 44, column (8), Program services)

11, 024,407.

Form 990 (2005)

523021 02-03-06

3

- '

..

NYCDCC APPRENTICESHIP, JOURNEYMAN

Form 990 (2005). RETRAINING EDUCATIONAL & INDUSTRY FUND 13-2583087 Page 4
L Part IV I Balance Sheets (See the mstructtons )
Note: Where reauuea, attached schedules and amounts wtthtn the descnpuon column (A) (8)
should be for end-of-year amounts only Beglnnmg of year End of year
45 Cash- non-mtsrest-beannq 45
46 Savings and temporary cash investments 2 859 694. 46 2 238 574.
47 a Accounts receivable 47a 1 124 456.
b Less: allowance for doubtful accounts 47b 800,000. 335 546. 47c 324 456.
48 a Pledges receivable 48a
b Less. allowance for doubtful accounts 48b 48c
49 Grants receivable 472 063. 49 772 509.
50 Receivables from officers. directors. trustees.
(I) and key employees I 51a I 50
a; 51 a Other notes and loans receivable
(I)
(I) b Less. allowance for doubtful accounts 51b 51c
'"
52 Inventories for sale or use 52
53 Prepaid expenses and deferred charges 297 383. 53 122 623.
54 Investments· secunties ~ DCost DFMV 54
55 a lnvestments- land. burldmqs, and
equipment basis 55a

b Less: accumulated depreciation 55b 55c
56 Investments· other l57a I 56
57 a Land, buildrnqs, and equipment- basis 5 021 226.
b Less. accumulated depreclatlonS'l'M'l' 3 57b 2 034,929. 3 218 206. 57c 2 986 297.
58 Other assets (descnbe ~ DUE FROM RELATED ENTITIES ) 4 769. 58 4 769.
59 Total assets (must equal line 74) Add lines 45 throuah 58 7 187 661. 59 6 449 228.
60 Accounts payable and accrued expenses 266,301. 60 603 027.
61 Grants payable 61
62 Deferred revenue 62
(I)
ell 63 Loans from officers, directors. trustees, and key employees 63
~
:c 64 a Tax-exempt bond liabilities 64a
III b Mortgages and other notes payable 64b
::i
65 Other habilmes (describe ~ SEE STATEMENT 4 ) 197 607. 65 387 844.
66 Total liabilities. Add lines 60 throuoh 65) 463 908. 66 990 871.
Organizations that follow SFAS 117, check here ~ D and complete lines
(I) 67 through 69 and lines 73 and 74.
ell 67 Unrestricted 67
0
r:: 68 Temporarily restricted 68
III
iij
III 69 Permanently restricted 69
"0 Organizations that do not follow SFAS 117, check here ~ 00 and
r::
:::I
u, complete lines 70 through 74 .
..
0 70 Capital stock, trust pnncipai, or current funds O. 70 O.
£l
ell 71 Paid-in or capital surplus, or land. building, and equipment fund O. 71 O.
(I)
(I) 6 723 753. 5 458 357.
'" 72 Retained earnings, endowment, accumulated Income, or other funds 72
a; 73 Total net assets or fund balances (add lmes 67 through 69 or lines 70 through 72;
z
column (A) mustequallme 19; column (B) must equal line 21) 6 723 753. 73 5 458 357.
74 Total liabilities and net assets/fund balances. Add hnes 66 and 73 7 187 661. 74 6 449 228. Form 990 (2005)

52303' 02·03·06

4

NYCDCC APPRENTICESHIP, JOURNEYMAN

Form 990 2005' RETRAINING EDUCATIONAL & INDUSTRY FUND 13-2583087 Pa e5

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the mstructtcns.}

a Total revenue, gains, and other support per audited financial statements a N/A
b Amounts Included on line a but not on Part I, line 12
1 Net unrealized gains on Investments bl
2 Donated services and use of facihtres b2
3 Recovenes of pnor year grants b3
4 Other (specify) b4
Add lines b1 through b4 b
c Subtract line b from line a c
d Amounts Included on Part I, line 12, but not on line a: I dli
1 Investment expenses not Included on Part I, line 6b
2 Other (specify)' d2
Add lines d1 and d2 d
e Total revenue (Part I line 12) Add lines c and d ~ e
I Part IV-B I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
a Total expenses and losses per audited financial statements a N/A
b Amounts included on line a but not on Part I, line 17:
1 Donated services and use of facilities bl
2 Prior year adjustments reported on Part I, line 20 b2
3 Losses reported on Part I, line 20 b3
4 Other (specify)' b4
Add lines b1 through b4 b
c Subtract line b from line a c
d Amounts Included on Part I, line 17, but not on line a: I dll
1 Investment expenses not Included on Part I, line 6b
2 Other (specify)' d2
Add lines d1 and d2 d
e Total expenses (Part I line 17) Add lines c and d ~ e
I Part V-A I Current Officers, Directors, Trustees, and Key Employees (list each person who was an officer, director, trustee, or key employee at any time dunnp the year even If they were not compensated.) (See the instructions)

(8) Title and average hours (e) Compensation (D~Conl"bullons 10

(A) Name and address per week devoted to (If not paid, enter ~I':;'I~~~~:;:~I

position -0-0)' oompensallon plans

SEE STATEMENT 5

(E) Expense account and other allowances

o.

o.

o.

523041 02-03-06

Form 990 (2005)

5

NYCDCC APPRENTICESHIP, JOURNEYMAN

Form 990 (2005)' RETRAINING EDUCATIONAL & INDUSTRY FUND 13-2583087 Page 6
I Part "J-A I Current Officers, Directors, Trustees, and Key Employees (continued) Yes No
75 a Enter the total number of officers. directors, and trustees permitted to vote on organization business at board
meetings .~ 12
b Are any officers, directors, trustees, or key employees listed In Form 990. Part V·A, or highest compensated employees
listed In Schedule A, Part I, or highest compensated professional and other Independent contractors listed In Schedule A,
Part II·A or II·B, related to each other through family or business relationships? If "Yes." attach a statement that Identifies
the rndrviduals and explains the relatronsrupts) 75b X
c Do any officers, directors, trustees, or key employees listed In Form 990, Part V·A, or highest compensated employees
listed In Schedule A, Part I, or highest compensated professional and other Independent contractors listed In Schedule A,
Part II·A or II·B. receive compensation from any other organizations, whether tax exempt or taxable, that are related to this
organization through common supervision or common control? 75c X
Note. Related organizations Include section 509(a)(3) supporting organizations.
If 'Yes: attach a statement that Identifies the Individuals, explams the relationstnp between this ornamzanon and the other orcaneanonts), and
descrmes the compensation arrangements. including amounts paid to each indiVidual by each related organization.
d Does the organization have a written conflict of Interest policy? 75d X
I Part V-BI Form~r Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) dunnq the year, list that person below and enter the amount of compensation or other benefits in the appropriate column See the instructions)

(O) Contnbullons 10 (E) Expense
(A) Name and address (8) Loans and Advances (e) Compensation employee benefit account and
plans & deferred
NONE ccmceneatrcn plans other allowances
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
I Part VI I Other Information (See the instructions) Yes No
76 Old the organization engage In any activity not prevrously reported to the IRS? If "Yes," attach a detailed
descnpnon of each activity 76 X
77 Were any changes made In the organizing or governing documents but not reported to the IRS? 77 X
If "Yes," attach a conformed copy of the changes.
78 a Old the organization have unrelated business gross Income of $1 ,000 or more dunnq the year covered by thts return? 78a X
b If "Yes," has It filed a tax return on Form 990- T for ttus year? N/A 78b
79 Was there a hquidanon, cnssolutron, termination, or substantial contraction dunnq the year? If "Yes," attach a statement 79 X
80 a Is the organization related (other than by assocranon With a statewide or natronwide organization) through common
membership, governing bodies, trustees, officers, etc, to any other exempt or nonexempt organization? 80a X
b If "Yes," enter the name of the orqaruzatioojs- SEE STATEMENT 6
and check whether It IS 0 exempt or o nonexempt
81 a Enter direct or Indirect political expenditures. (See line 81 mstrucnons.) . I 81a I O.
b Old the oroamzanon file Form 1120-POL for trns year? 81b X 523161/02-03-06

Form 990 (2005)

6

NYCDCC APPRENTICESHIP, JOURNEYMAN

Form 990 (2005)' RETRAINING

EDUCATIONAL & INDUSTRY FUND

13 - 2 58308 7 Page 7

Yes No

I Part \11 I Other Information (continued)

88

x

82a

amount as revenue In Part I or as an expense In Part II. (See Instructions In Part III )

I 82b I

N/A

82 8 Old the organization receive donated services or the use of matenals, equipment, or facilities at no charge or at substantially less than fair rental value?

b If "Yes," you may Indicate the value of these Items here. Do not Include this

83 a Old the organization comply With the public Inspection requirements for returns and exemption applications? b Old the organization comply With the disclosure requirements relating to quid pro quo contributions? .

N/A

84 a Old the organization solicit any contributions or gifts that were not tax deductible?

b If "Yes." did the organization Include With every solicitation an express statement that such contributions or gifts were not

tax deductible? N / A

85 501 (c)(4), (5), or (6) orgamzatlons. a Were substantially all dues nondeductible by members? N / A

b Old the organization make only inhouse lobbymq expenditures of $2,000 or less? N / A

If "Yes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year.

c Dues, assessments, and Similar amounts from members i-!!8!!!5c4 ~~~ __ ...j

d Section 162(e) lobbymq and political expenditures 1-!!.8~5d!!....j. ~~~ __ -l

e Aggregate nondeductible amount of section 6033(e)(1 )(A) dues notices 1-..!!:85>!.!e4 --'!C!.L~'---_---1

f Taxable amount of lobbymq and political expenditures (line 85d less 85e) ~8~5!..f ...L ----'~....., __ ---1

9 Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?

h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to Its reasonable estimate of dues allocable to nondeductible lobbymq and political expenditures for the fojlowmq tax year?

86 501 (c)(7) orqernzetions. Enter. a lmttatron fees and capital contributions Included on

line 12

b Gross receipts, Included on line 12, for public use of club facilmes

87 501 (c)(12) orqsmzetons Enter: a Gross Income from members or shareholders

b Gross Income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them)

87b

86a

86b

87a

88 At any time dunnq the year, did the organization own a 50% or greater Interest In a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301 7701·2 and 301 7701·3?

If "Yes," complete Part IX

89 a 501 (c)(3) organizations. Enter Amount of tax Imposed on the organization durmq the year under:

section 4911. 0 • ; section 4912. 0 • ; section 4955 • --!!O....!....

b 50 1 (c)(3) and 501 (c)(4) organizations. Old the organization engage In any section 4958 excess benefit

transaction dunng the year or did It become aware of an excess benefit transaction from a prior year?

If "Yes," attach a statement explaining each transaction

x

83a X

848

X

83b

84b

85a

85b

89b

X

c Enter Amount of tax Imposed on the organization managers or disqualified persons dunnq the year under

sections 4912, 4955, and 4958 • ° .

d Enter Amount of tax on line 89c, above, reimbursed by the organization • ° .

90 a List the states With which a copy of thrs return IS filed ."'N"'O=N"'E=- --, __ ,- -:-=

b Number of employees employed In the pay period that Includes March 12, 2005 I 90b I 27

91 a The books are In care of. BOARD OF TRUSTEES Telephone no.. 212 - 3 6 6 - 7 3 ° °

Located at. 395 HUDSON STREET« NEW YORK« NY ZIP + 4 • ""1'-"0'-"0'-"1"-'4"-- __

b At any time dunng the calendar year. did the organization have an Interest In or a signature or other authonty over a financial account In a foreign country (such as a bank account, securities account. or other fmancial account)?

N/A
N/A
N/A
N/A
N/A 85a
N/A 85h
N/A
N/A
N/A
N/A If "Yes," enter the name of the foreign country • .......,N'-L~A~ _

See the Instructions for exceptions and filing requirements for Form TO F 90-22.1, Report of Foreign Bank and Financial Accounts

c At any time dunnq the calendar year, did the organization maintain an office outside of the United States?

If "Yes," enter the name of the foreign country • ~N~A~ _

92 Section 4947(a)(1) nonexempt chantable trusts filing Form 990 In lieu of Form 1041- Check here and enter the amount of tax-ex em t Interest received or accrued dunn the tax ear

523162 02-03-06

7

Yes No
91b X
91c X .D N A

Form 990 (2005)

NYCDCC APPRENTICESHIP, JOURNEYMAN

13 2 83

Form 990 (200~ RETRAINING, EDUCATIONAL & INDUSTRY FUND - 5 087 PageS
I Part VII I Analysis of Income-Producing Activities (See the instructions)
Note: Enter gross amounts unless otherwise Unrelated business Income Excluded by section 512, 513, or 514 (E)
indicated (A) (8) (e) (D) Related or exempt
BUSiness Amount Excru- Amount
srcn function Income
93 Program service revenue. code code
a EMPLOYER CONTRIBUTIONS 9,407,23l.
b REIMBURSED EXPENSES 188 129.
c
d
e
1 Medicare/Medicaid payments
9 Fees and contracts Irom government agencies
94 Membership dues and assessments
95 Interest on savings and temporary cash Investments 14 98,125.
96 DIvidends and Interest from secuntres
97 Net rental Income or (loss) from real estate
a debt-financed property
b not debt-financed property 16 3,877 •
98 Net rental Income or (loss) from personal property
99 Other Investment Income
100 Gain or (loss) from sales 01 assets
other than Inventory
101 Net Income or (loss) from special events
102 Gross profit or (loss) from sales of Inventory
103 Other revenue:
a MISCELLANEOUS INCOME 01 62l.
b
c
d
e
104 Subtotal (add columns (8), (D), and (E» o . 102 623. 9,595 360. 105 Total (add line 104, columns (8), (0). and (E»

Note' Line 105 plus line 1 d Part I should equal the amount on line 12 Part I

~ _---"-9...r..., ....;;.6..:;,.9...;.,7...r...' ..:;,.9....;;.8..:;,.3...;.,.

, , ,
I Part Villi Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions)
Line No Explain how each acnvity for which Income IS reported In column (E) of Part VII contributed Importantly to the accomplishment of the orqaruzanon's
T exempt purposes (other than by providrnq funds for such purposes)
SEE STATEMENT 7



! Part IX I Information Regarding Taxable Subsidiaries and Disregarded Entities (See the tnstructtons }
(A) (8) (e) (D) (E)
Name. address, and EIN of corporation, Percentage of Natu re of acnvmes Total Income End-of-year
p,1rtnershlQ, or disregarded enntv ownershlD Interest assets
0/0
N/A 0/0
0/0
0/0
! Part X I Information Regarding Transfers Associated with Personal Benefit Contracts (See the instructions) (a) Old the orqamzatron, dUring the year. receive (b) Old the organization, dunnq the year. pa 8870

unds, directly or indirectly, to pay premiums on a personal benefit contract?

DYes DYes

[X] No [X] No

Please Sign Here

Preparer's SSN or PTIN

501

523163 02·03·06

Phoneno ~ 610-668-9400

Form 990 (2005)

8

SCHEDULE A (Form 990 or 99O-EZJ

(Except Private Foundation) and Section 501(e). 501(f). 501(k). 2005

501(n). or 4947(a)(1) Nonexempt Charitable Trust

Supplementary Information-(See separate instructions.)

~ MUST be completed by the above organizations and attached to their Form 990 or 990-EZ

OMS No 1545·0047

Organization Exempt Under Section 501 (c)(3)

Department ot the Treasury Internal Revenue Service

Name of the organization

NYCDCC APPRENTICESHIP, JOURNEYMAN Employer identification number

RETRAINING EDUCATIONAL & INDUSTRY FUND 13 2583087

(a) Name and address of each employee paid (b) Title and average hours

th $50 000 per week devoted to

more an • posmon

Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 1 of the nsnucnons, List each one If there are none enter 'None ')

~~!~_~E~29~ ASST.DIRECTOR

395 HUDSON STREET, NEW YORK NY 10014 40.00

(d) Contnbutlons to (e) Expense
(c) Compensallon employee benefit accou nt and other
plans & deferred
compensation allowances
114 464. 46 654. O.
117 463. 44 342. O.
111 187. 45 727. O.
111 086. 43 176. O.
149 70l. 56 52l. O. ~~~~~T_~C~~~~ INSTRUCTOR

395 HUDSON STREET NEW YORK NY 10014 40.00

~9~_W~~Q ~SST.DIRECTOR

395 HUDSON STREET NEW YORK NY 10014 40.00

~9~~~T_~C~~~~ INSTRUCTOR

395 HUDSON STREET NEW YORK NY 10014 40.00

~~I~_QA~X PIRECTOR

395 HUDSON STREET NEW YORK NY 10014 40.00

Total number of other employees paid

over $50,000 ~ 18

L Part II-AI Compensation of the Five Highest Paid Independent Contractors for Professional Services

(See page 2 of the instructions list each one (whether mcviduats or firms) If there are none enter 'None ")

.
(a) Name and address of each Independent contractor paid more than $50.000 (b) Type of service (c) Compensallon
9~ !.>wt~~ _&_ ~~~Sr;r~U! _LJ..P _______________________
52 DUANE STREET NEW YORK NY 10007 i.JEGAL SERVICES 53,546.
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
Total number of others receiving over ~I
$50,000 for protessional services 0
l Part II-B I Compensation of the Five Highest Paid Independent Contractors for Other Services (List each contractor who performed services other than professional services, whether indivrduals or firms. If there are none, enter 'None." See page 2 of the mstructions.)

(a) Name and address of each Independent contractor paid more than $50,000

(c) Compensation

(b) Type of service

NONE

Total number of other contractors receiving over $50,000 for other services

~I

o

523101102-03-06 LHA For Paperwork Reduction Act Notice. see the Instructions for Form 990 and Form 990-EZ.

9

Schedule A (Form 990 or 99HZ) 2005

NYCDCC APPRENTICESHIP, JOURNEYMAN

Schedule A (Form 990 or 990-EZ) 2005 RETRAINING EDUCATIONAL & INDUSTRY FUND

13 - 2 5 8 3 0 8 7 Page 2

Yes No

I Part III I Statements About Activities (See page 2 of the mstructions.)

x

1 DUring the year, has the orqaruzation attempted to Influence national, state, or local legislatIOn, Including any attempt to Influence public opinion on a legislative matter or referendum? If "Yes; enter the total expenses paid or Incurred m connection With the

lobbymg acnvmes ~ $ $ (Must equal amounts on line 38, Part VI-A, or

line i of Part VI-B.)

Orqaruzanons that made an election under secnon 501(h) by filing Form 5768 must complete Part VI-A. Other oruanzanons checkmg "Yes' must complete Part VI-B AND attach a statement glvmg a detailed descnpnon of the lobbYing activities.

2 DUring the year, has the organization, either directly or indirectly, engaged In any of the followmg acts With any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or With any taxable organization With which any such person IS affiliated as an officer, director, trustee, majority owner, or principal beneftciary? (If the answer to any question IS "Yes," attach a detailed statement explaining the transactions)

a Sale, exchange, or leasmq of property?

x

2a

x

b Lending of money or other extension of credit?

x

2b

c Furrusbrnq of goods, services, or tacihnes?

x

d Payment of compensation (or payment or reimbursement of expenses If more than $1,000)? SEE PART V-A ~ FORM 9 9 0

2c

2d X

X

e Transfer of any part of Its Income or assets?

3 a Do you make grants for scholarships, fellowships, student loans, etc.? (If 'Yes,' attach an explanation of how you determme that recipients qualify to receive payments.)

b Do you have a ssctron 403(b) annuity plan for your employees?

c DUring the year, did the organization receive a contrbunon of qualified real property Interest under secuon 170(h)? 4 a Old you rnamtam any separate account for participating donors where donors have the right to provide advtce

on the use or drstnbunon of funds?

b Do vou nrovrde credit counsellna. debt manaaement credit reoar or debt nenonanon services?

2e

3a

X

3b

3c

X

X

4a

4b

X

I Part IV I Reason for Non-Pnvate Foundation Status (See pages 3 through 6 of the mstrucnons.)

The orqaruzauon IS not a private toundanon because It IS: (Please check only ONE applicable box.)

5 0 6 [Xl

7 0 8 0 9 0

A church, convention of churches, or assooanon of churches. Secnon 170(b)( 1 )(A)(I). A school. secnon 170(b)(I)(A)(II). (Also complete Part V.)

A hospital or a cooperative hospital service organization. Section 170(b)(I)(A)(III).

A Federal, state, or local government or governmental Unit. Secllon 170(b)( 1 )(A)(v).

A medical research organization operated In coruancnon With a hospital. secnon 170(b)(I)(A)(III). Enter the hospital's name, city, and state ~

10 0

An orcamzanon operated for the benefit of a college or university owned or operated by a governmental Unit. Section 170(b)(1 )(A)(lv). (Also complete the suppon Schedule m Part IV-A.)

An ornamzanon that normally receives a substantial part of Its support from a governmental Unit or from the general public. Section 170(b)(1 )(A)(vl). (Also complete the suppon Schedule 10 Part IV-A.)

A community trust. secnon 170(b)( I)(A)(vl). (Also complete the suppon Schedule In Part IV-A.)

An organization that normally receives: (1) more than 33 1/3% of Its support from contributions, membership fees, and gross receipts from activities related to Its charitable, etc., tuncnons - subject to certain sxcepnons, and (2) no more than 33 1/3% of

Its support from gross investment Income and unrelated business taxable Income (less section 511 tax) from businesses acquued by the organization after June 30, 1975. See section 509(a)(2). (Also complete the support Schedule 10 Part IV-A.)

lla 0

lIb 0 12 0

13 0

An organization that IS not controlled by any disqualified persons (other than foundallon managers) and supports orqamzauons described 10: (1) hnes 5 through 12 above; or (2) sections 50 1(c)(4), (5), or (6), If they meetthe test of section 509(a)(2). Check the box that descnbes

the type of supporting organization: ~ 0 Type 1 0 Type 2 0 Type 3

Provrde the tollowmq information about the supported organizations. (See page 6 of the msfructions.)

(a) Name(s) of supported oroaruzanorus)

(b) Line number from above

14 0 An organization organized and operated to test for pubhc safety. Section 509(a)(4). (See page 6 of the msfrucuons.)

g~~di.b6 Schedule A (Form 990 or 99HZ) 2005

10

~~- -----~-

NYCDCC APPRENTICESHIP, JOURNEYMAN

Schedule A (Form Sl90 or 990-EZ) 2005 RETRAINING EDUCATIONAL & INDUSTRY FUND

13-2583087

Page 3

I Part IV-A I Support Schedule (Complete only If you checked a box on line 10, 11, or 12) Use cash method of accounting, N/A
Note: You may use the worksheet tn the mstructions for convertmc from the accrual to the cash method of accountmg.
Calendar year (Dr liscal year (a) 2004 (b) 2003 (c) 2002 (d) 2001 (e) Total
beginning in) ~
15 GiftS, grants, and contributions
received. (Do not I~flude unusual
grants. See line 28.
16 Membership fees received
17 Gross receipts from adrrussions,
merchandise sotd or services
performed, or furnishing of
tacihtes m any activity that IS
related to the organization's
charitable, etc., purpose
18 Gross mcome from mterest,
diVidends, amounts received from
payments on secunnes loans (sec-
lion 512(a)(5)), rents, royalties, and
unrelated business taxable income
(less section 511 taxes) from
businesses acquired by the
orpamzanon after June 3D, 1975
19 Net mcome from unrelated business
activities not Included mime 18
20 Tax revenues levied for the
organization's benefit and either
paid to It or expended on ItS behalf
21 The value of services or tacumes
furnished to the organization by a
governmental unit Without charge.
Do not Include the value of services
or tacumes generally furnished to
the public Without charge
22 Other mcome. Attach a schedule.
Do not mclude gam or (loss) from
sale of capital assets
23 Total of lines 15 through 22 O. O. O. O. O.
24 Line 23 rrunus line 17
25 Enter 1% of nne 23
26 Organizations described on lines 10 or 11: a Enter 2% of amount In column (e), line 24 ~ 26a N/A
b Prepare a list for your records to show the name of and amount contnbuted by each person (other than a governmental
Unit or publicly supported orpamzatron) whose total gifts for 2001 through 2004 exceeded the amount shown In line 26a.
Do not file this list with your return. Enter the total 01 all these excess amounts ~ 26b N/A
c Total support for section 509(a)( 1) test: Enter nne 24, column (e) ~ 26c N/A
d Add: Amounts from column (e) for lines: 18 19
22 26b ~ 26d N/A
e Public support (Ime 26c minus line 26d total) ~ 26e N/A
1 Public sUDDOn nerceatane (line 26e (numerator) divided by line 26c (denominatorll ~ 261 N/A % 27 Organizations described on line 12: a For amounts Included mimes IS, 16, and 17 that were received from a 'disqualified person; prepare a list for your records to show the name of, and total amounts received In each year from, each "disqualified person.' Do not file this list with your return Enter the sum of such amounts for each year: (2004)

(2003)

(2002)

(2001)

b For any amount Included In line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000. (Include In the list oruaruzanons described In lines 5 through t tb, as well as individuals.) Do not file this list with your return. After computing the difference between the amount received and the larger amount described m (1) or (2), enter the sum of these differences (the excess amounts) for each year:

(2004) (2003) (2002) (2001)

c Add: Amounts from column (e) for lines:

15 _ ~

16

17 20 21 ~ 27c N/A
d Add: line 27a total and line 27b total ~ 27d N/A
e Public support (line 27c total rmnus line 27d total) ~ I 27t1 ~ 27e N/A
I Total support for section 509(a)(2) test: Enter amount on line 23, column (e) N/A
g Public support percentage (line 'Zle (numerator) divided by line 271 (denominator)) ~ 270 N/A %
h Investment income oercentage (line 18 column (el (numeratorl divided bv line 271 fdenominatorll ~ 27h N/A % 28 Unusual Grants: For an orqaruzanon described In line 10, II, or 12 that received any unusual grants dunnq 2001 through 2004, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a bnet descnption of the nature of the grant Do not file this list with your return. Do not Include these grants In lme 15.

523121 02-03-06 Schedule A (Form 990 or 990-EZ) 2005

11

NYCDCC APPRENTICESHIP, JOURNEYMAN

Schedule A (Form 990 or 990-EZ) 2005 RETRAINING [ EDUCATIONAL & INDUSTRY FUND

13 - 2 583087 Page 4

I Part V I Private School Questionnaire (See page 7 of the mstrucnons.) (To be completed ONL V by schools that checked the box on line 6 in Part IV)

Ves No
29 Does the orcarnzanon have a racially nondiscriminatory policy toward students by statement In ItS charter, bylaws, other governing
Instrument, or In a resolution of ItS governing body? 29 X
30 Does the organization Include a statement of Its racially nondiscriminatory pohcy toward students In all ItS brochures, catalogues,
and other written cornmurucanons with the pubhc dealing with student acrmssions, programs, and scholarships? 30 X
31 Has the organization publicized ItS racially nondiscriminatory pohcy through newspaper or broadcast media during the period of
sohcrtanon for students, or dunnp the rsqrstratron period If It has no sojcitanon program, In a way that makes the pohcy known
to all parts of the general community It serves? 31 X
If "Yes; please descnne; If 'No,' please explain. (If you need more space, attach a separate statement.)
THE ORGANIZATION HAS AN ON-GOING NONDISCRIMINATORY POLICY
OF FIRST COME FIRST SERVE,


32 Does the orparuzation maintain the following:
a Records indicating the racial cornposmon of the student body, faculty, and administrative staff? 328 X
b Records documenting that scholarships and other nnanetal assistance are awarded on a raCially nondiscriminatory baSIS? 32b X
c Copies of all catalogues, brochures, announcements, and other written commumcanons to the public dealing with student
adrmsstons, programs, and scholarships? 32c X
d Copies of all material used by the organization or on ItS behalf to sohcit conmtnrtions? 32d X
If you answered 'No' to any of the above, please explain. (If you need more space, attach a separate statement.)

33 Does the orqaruzanon drscnrmnate by race In any way with respect to:
a Students' rights or pnvilaqes? 33a X
b Adrrussrons pohces? 33b X
c Employment of faculty or administrative staff? 33c X
d Scholarships or other tmancial assistance? 33d X
e Educational pohcies? 33e X
f Use of facihties? 331 X
9 Athletic programs? 330 X
h Other extracurricular activities? 33h X
If you answered "Yes' to any of the above, please sxplam. (If you need more space, attach a separate statement)


34 a Does the orqaruzanon receive any fmancal aid or assistance from a governmental agency? 34a X
b Has the organization's right to such aid ever been revoked or suspended? 34b X
If you answered "Yes' to either 34a or b, please explain uSing an attached statement.
35 Does the ornaneanon certify that It has compiled With the applicable requirements of sections 4.01 through 4.05 of Rev. Proc. 75-50,
1975-2 C.B. 587, covering racat nondrscnrrunanon? If "No,' attach an explananon 35 X Schedule A (Form 990 or 99HZ) 2005

523131 02-03·06

12

Lobbying Expenditures by Electing Public Charities (See page 9 of the mstrucnons.) (To be completed ONLY by an ehglble organization that filed Form 5768)

NYCDCC APPRENTICESHIP, JOURNEYMAN

Schedule A (Form 990 or 990-EZ) 2005 RETRAINING EDUCATIONAL & INDUSTRY FUND

13-2583087 Pa e s

N/A

Check a If the orcarnzanon belongs to an affiliated nroue, Check b If you checked "a" and 'limited control' provrsrons annlv,
Limits on Lobbying Expenditures (a) (b)
Affiliated group To be completed for ALL
(The term 'expenditures' means amounts paid or mcurred.) totals electing orqaruzatrons
N/A
36 Total lobbymq expenditures to Influence pubhc opinion (grassroots lobbYing) 36
37 Total lobbyinp expenditures to Influence a legislative body (direct lobbYing) 37
38 Total lobbYing expenditures (add lines 36 and 37) 38
39 Other exempt purpose expenditures 39
40 Total exempt purpose expenditures (add hnes 38 and 39) 40
41 l.obbymp nontaxable amount. Enter the amount from the tollowmq table-
If the amount on line 40 is - The lobbying nontaxable amount is-
Not over $500,000 20% of the amount on line 40 }
Over $500.000 but not over $1.000,000 $100,000 plus 15% of the excess over $500,000
Over $1.000,000 but not over $1.500.000 $175.000 plus 10% of the excess over 51,000,000 41
Over $1.500.000 but not over $17.000.000 $225.000 plus 5% 01 the excess over $1.500,000
Over $17.000,000 $1.000.000
42 Grassroots nontaxable amount (enter 25% of line 41) 42
43 Subtract hne 42 from line 36. Enter -0- If line 42 IS more than hne 36 43
44 Subtract line 41 from hne 38. Enter -0- If line 41 IS more than line 38 44
Caution: If there IS an amount on either Ime 43 or Ime 44, you must Me Form 4720. 4-Year Averaging Period Under Section 501 (h)

(Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the Instructions for lines 45 through 50 on page 11 of the mstrucuons.)

Lobbying Expenditures During 4-Year Averaging Period N/A
Calendar year (or (a) (b) (c) (d) (e)
fiscal year beginning in) ~ 2005 2004 2003 2002 Total
45 LobbYing nontaxable
amount O.
46 LobbYing ceiling amount
(150% of line 45(e» O.
47 Total lobbYing
expenditures O.
48 Grassroots nontaxable
amount O.
49 Grassroots ceiling amount
(150% of line 48(e)) O.
50 Grassroots 10tJbYIng
expenditures O.
I Part VI-B I Lobbying Activity by Nonelecting Public Charities (For reporting only by organizations that did not complete Part VI-A) (See page 11 of the mstruchons.)

NA

During the year, did the oruaruzatron attempt to Influence national, state or local legislatIOn, Including any attempt to Influence public opinion on a legislative matter or referendum, through the use ot

a Volunteers

b Paid staff or management (Include compensation In expenses reported on lines c through h.) c Media advertisements

d Mailings to members, legislators, or the public

e Pubncanons, or published or broadcast statements f Grants to other orqaruzanons for lobbYing purposes

Direct contact With legislators, their staffs, government offiCials, or a legislative body Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means Total lobbYing expenditures (Add hnes c through h.)

If 'Yes' to any of the above, also attach a statement giving a detailed descnpnon of the lobbYing activities.

Yes No

Amount

o.

13

Schedule A (Form 990 or 990-EZ) 2005

523141 02·03-06

NYCDCC APPRENTICESHIP, JOURNEYMAN

Schedule A (Form 990 or 990-EZ) 2005 RETRAINING, EDUCATIONAL & INDUSTRY FUND 13-2583087 Page 6 ! Part \'.11 I Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (See page 12 ofthe instructions)

51 Did the reporting organization directly or indirectly engage In any of the following with any other organization descnhed In section 501 (e) of the Code (other than section 501 (c)(3) orqanuatrons) or In section 527, relating to political organizations?

a Transfers from the reporting organization to a nonchantable exempt organization of

(i) Cash

(i I) Othe r assets

b Other transacnons

(i) Sales or exchanges of assets With a nonchantable exempt orqaruzatron (II) Purchases of assets from a noncnantable exempt orqaruzatron

(iii) Rental of iacumes. equipment, or other assets

(IV) Relmbu rsement arrangements

(v) Loans or loan guarantees

(vi) Performance of services or membership or fund raising soucnauons

c Sharing of tacnmes. equipment, mailing hsts, other assets, or paid employees

d If the answer to any of the above IS "Yes," complete the follOWing schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization If the organization received less than fair ma rket value In any transaction or sharing arrangement show In column (d) the value of the goods other assets or services received

Yes No
51a(l) X
a(ii) X
b(l) X
b(lI) X
b(lIl) X
b(iv) X
b(v) X
b(vi) X
c X (a) (b) (c) (d)
Line no Amount Involved Name of nonchantable exempt organization Descnptron of transfers, transactions, and sharing arrangements
51C SEE ATTACHED SCHEDULE

-
52 a Is the crqaruzatron directly or Indirectly affiliated With, or related to, one or more tax-exempt organizations descnbed In section SOl(c) of the

Code (other than section 501(c)(3)) or In section 527? ~ [XJ Yes

b If "Yes" complete the tollowmq schedule

DNo

(a) (b) (e)
Name of organization Type of organization osscnpuon of relationship
EMPLOYEE SEE STATEMENT 8
SEE ATTACHED SCHEDULE BENEFIT FDS 523151 02-03-06

14

Schedule A (Form 990 or 99D-EZ) 2005

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. NYCDCC APPRENTICESHIP, JOURNEYMAN RETRAI

13-2583087

FORM 990

RENTAL INCOME

STATEMENT

1

KIND AND LOCATION OF PROPERTY

ACTIVITY GROSS

NUMBER RENTAL INCOME

MEETING ROOM, 395 HUDSON STREET, NEW YORK, NY 10014

TOTAL TO FORM 990, PART I, LINE 6A

1 3,877.

3,877.

19

STATEMENT{S) 1

, ,'. ,

. NYCDCC APPRENTICESHIP, JOURNEYMAN RETRAI

FORM 990

13-2583087

OTHER EXPENSES

STATEMENT

2

(A)

(D)

DESCRIPTION

TOTAL

COMPUTER EXPENSE CONTEST EXPENSE SCHOOL GRANT EXPENSES INSURANCE EXPENSE OFFICE EXPENSES PUBLICITY, GRADUATION AND TRAVEL

SCHOOL SECURITY EXPENSE

STUDENT PARKING EXPENSE

PAYROLL AUDITS THIRD PARTY ADMINISTRATOR - ADP INVESTMENT EXPENSES DATA PROCESSING STUDENT STIPENDS EMPLOYEE TRAINING AND TRAVEL

SCHOOL PRE-EMPLOYEMENT TESTING

SCHOOL PAYROLL PROCESS

SCHOOL FURNITURE & FIXTURE EXPENSE

8,281. 29,269.

817,075. 33,027. 111,776.

108,901.

237,217. 6,992. 75,725.

9,871. 6,846. 24,468. 982,440.

49,849.

34,366. 16,168. 8,330.

TOTAL TO FM 990, LN 43

2,560,601.

(B) PROGRAM SERVICES

332. 29,269.

817,075. 26,322. 78,541.

108,901. 226,769. 6,992.

982,440. 49,849.

34,366. 16,168. 8,330.

2,385,354.

20

(C) MANAGEMENT AND GENERAL

7,949.

6,705. 33,235.

10,448.

75,725. 9,871. 6,846. 24,468.

175,247.

FUNDRAISING

STATEMENT(S} 2

'NYCDCC APPRENTICESHIP, JOURNEYMAN RETRAI

13-2583087

FORM 990

DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT

STATEMENT

3

COST OR ACCUMULATED
DESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE
FURNITURE AND FIXTURES (PRE
1994) 231,595. 231,595. O.
FURNITURE AND FIXTURES 3,188. 3,188. O.
FURNITURE AND FIXTURES 5,606. 5,606. O.
FURNITURE AND FIXTURES 16,680. 16,680. O.
FURNITURE AND FIXTURES 79,859. 79,859. O.
COMPUTER EQUIPMENT 758. 758. O.
FURNITURE AND FIXTURES 36,80l. 36,80l. O.
COMPUTER EQUIPMENT 86,809. 86,809. o.
FURNITURE AND FIXTURES 32,645. 25,649. 6,996.
COMPUTER EQUIPMENT 32,497. 32,497. o.
CONDOMINIUM PROPERTY USED IN
PLAN OPERATION 2,936,04l. 737,840. 2,198,20l.
FURNITURE AND FIXTURES 573. 368. 205.
COMPUTER EQUIPMENT 19,986. 17,987. 1,999.
LEASHOLD IMPROVEMENT 1,065,208. 479,344. 585,864.
COMPUTER EQUIPMENT 1,508. 1,509. <1.>
LEASHOLD IMPROVEMENT 318,431. 181,959. 136,472.
FURNITURE AND FIXTURES 10,119. 9,108. l,Oll.
COMPUTER EQUIPMENT 37,350. 33,615. 3,735.
FURNITURE AND FIXTURES 22,024. 11,012. 11,012.
COMPUTER EQUIPMENT 32,143. 22,500. 9,643.
LEASHOLD IMPROVEMENT 21,735. 7,608. 14,127.
FURNITURE AND FIXTURES 1,245. 445. 800.
COMPUTER EQUIPMENT 23,097. 11,548. 11,549.
FURNITURE AND FIXTURES 11l. 24. 87.
COMPUTER EQUIPMENT l,31l. 393. 918.
FURNITURE AND FIXTURES 804. 57. 747.
COMPUTER EQUIPMENT 287. 29. 258.
LEASHOLD IMPROVEMENT 2,815. 14l. 2,674.
TOTAL TO FORM 990, PART IV, LN 57 5,021,226. 2,034,929. 2,986,297. 21

STATEMENT(S) 3

--~-----

• ." J

"NYcrlcc APPRENTICESHIP, JOURNEYMAN RETRAI

13-2583087

FORM 990

OTHER LIABILITIES

STATEMENT

4

DESCRIPTION

AMOUNT

DUE TO RELATED FUNDS STAMP REFUND LIABILITY

386,844. 1,000.

TOTAL TO FORM 990, PART IV, LINE 65, COLUMN B

387,844.

22

STATEMENT{S) 4

--- --------------------------------------------------

• ." I

. NYCDCC APPRENTICESHIP, JOURNEYMAN RETRAI

13-2583087

FORM 990

PART V-A - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES

STATEMENT

5

EMPLOYEE
TITLE AND COMPEN- BEN PLAN EXPENSE
NAME AND ADDRESS AVRG HRS/WK SATION CONTRIB ACCOUNT
MICHAEL J. FORDE UNION TRUSTEE
395 HUDSON STREET 2.00 o. o. O.
NEW YORK, NY 10014
PETER THOMASSEN UNION TRUSTEE
395 HUDSON STREET 2.00 o. o. o.
NEW YORK, NY 10014
CHARLES HARKIN UNION TRUSTEE
395 HUDSON STREET 2.00 o. o. o.
NEW YORK, NY 10014
DENIS SHEIL UNION TRUSTEE
395 HUDSON STREET 2.00 o. o. o.
NEW YORK, NY 10014
JOHN GREANEY UNION TRUSTEE
505 8TH AVENUE 2.00 o. o. o.
NEW YORK, NY 10018
LAWRENCE D'ERRICO UNION TRUSTEE
157 EAST 25TH STREET 2.00 o. o. o.
NEW YORK, NY 10010
RICHARD B. HARDING, JR. EMPLOYER TRUSTEE
755 2ND AVENUE 2.00 o. o. o.
NEW YORK, NY 10017
PAUL J. O'BRIEN EMPLOYER TRUSTEE
451 PARK AVENUE SOUTH, 4TH FLOOR 2.00 o. o. o.
NEW YORK, NY 10016
GEORGE GRECO EMPLOYER TRUSTEE
BOX 163 2.00 o. o. o.
OLD BRIDGE, NJ 08857
JOSPEH OLIVIERI EMPLOYER TRUSTEE
76 NORTH BROADWAY, ROOM 2002 2.00 o. o. o.
HICKSVILLE, NY 11801
DAVID ME BERG EMPLOYER TRUSTEE
568 BROADWAY, SUITE 105 2.00 o. o. O.
NEW YORK, NY 10012 23

STATEMENT(S) 5

----
. . "
• NYCr>CC APPRENTICESHIP, JOURNEYMAN RETRAI 13-2583087
KEVIN O'CALLAGHAN EMPLOYER TRUSTEE
216 SOUTH TERRACE AVENUE 2.00 O. O. O.
MOUNT VERNON, NY 10550
TOTALS INCLUDED ON FORM 990, PART V-A O. O. O. 24

STATEMENT(S) 5

· ,.'~ ,

'NYCDCC APPRENTICESHIP, JOURNEYMAN RETRAI

13-2583087

FORM 990

IDENTIFICATION OF RELATED ORGANIZATIONS PART VI, LINE 80B

STATEMENT

6

NAME OF ORGANIZATION

EXEMPT

NONEXEMPT

NEW YORK CITY CARPENTERS RELIEF AND CHARITY FUND NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS PENSION FUND

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS ANNUITY FUND

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS VACATION FUND

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS WELFARE FUND

THE DISTRICT COUNCIL OF NEW YORK AND VICINITY OF THE UNITED BROTHERHOOD

OF CARPENTERS AND JOINERS OF AMERICA, AFL-CIO RETIREMENT AND PENSION FUND FOR OFFICERS AND EMPLOYEES OF THE NEW YORK CITY

DISTRICT COUNCIL OF CARPENTERS AND RELATED ORGANIZATION

X X

X

X

X

X

X X

X

25

STATEMENT{S) 6

• NYCDCC APPRENTICESHIP, JOURNEYMAN RETRAI

13-2583087

FORM 990

PART VIII - RELATIONSHIP OF ACTIVITIES TO ACCOMPLISHMENT OF EXEMPT PURPOSES

STATEMENT

7

LINE EXPLANATION OF RELATIONSHIP OF ACTIVITIES

93A AMOUNTS PAID BY CONTRIBUTING EMPLOYERS ON BEHALF OF MEMBERS AS CONSIDERATION FOR PROVIDING GOODS, SERVICES OR FACILITIES IN FURTHERANCE OF THE PURPOSE CONSTITUTING THE BASIS FOR THE EXEMPTION OF THE ORGANIZATION.

93B REIMBURSED EXPENSES PAID TO THE APPRENTICE FUND BY RELATED AND AFFILIATED ORGANIZATIONS FOR USE OF FACILITIES AND PERSONNEL

26

STATEMENT(S) 7

-------- - - - ---

·N~DCC APPRENTICESHIP, JOURNEYMAN RETRAI

13-2583087

SCHEDULE A

AFFILIATION WITH TAX-EXEMPT ORGANIZATIONS PART VII, LINE 52, COLUMN (C)

STATEMENT

8

NAME OF AFFILIATED OR RELATED ORGANIZATION

SEE ATTACHED SCHEDULE

DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION

CREATED FROM COLLECTIVE BARGAINING AGREEMENT

27

STATEMENT(S) 8

NEW YORK CITY DISTRICT COUNCrL OF CARPENTERS ApPRENTICESHIP, JOURNEYMAN RETRArNrNG EDUCATIONAL AND INDUSTRY FUND

EIN: 13-2583087

YEAR END: 6/30/2006 FORM 990 ATTACHMENT

PART I, LINE 1 D-SCHEDULE OF GRANTS

SCHEDULE "A" LINE 34A

University of Medicine & Dentistry of New JerseylNational Institute of Environmental Health Services

Hazard Abatement Board New York State Department of Labor

$1,192,064

110,121

$1,302,185

NEW YORK CITY DISTRlCT COUNCIL OF CARPENTERS ApPRENTlCESHIP, JOURNEYMAN RETRAINING EDUCATIONAL AND INDUSTRY FUND

EIN: 13-2583087 YEAR END: 6/30/2006

FORM 990, SCHEDULE "A" ATTACHMENT

PART VII, LINE SIC-SHARING OF FACILITIES, EQUIPMENT, MAILING LISTS OR OTHER ASSETS, OR PAID EMPLOYEES:

A group of plans, mcluding this Plan, sponsored by the District Council, make deposits to both the New York City District Council of Carpenters Benefit Funds - Payroll Account and the New York CIty DIstrict Council of Carpenters Benefit Funds - Administrative Expense Account.

Direct and allocated joint payroll and payroll costs incurred by the Plan are charged against the deposits made to the Payroll Account, while direct and allocated joint office and administrative expenses incurred by the Plan are charged against the deposits made to the Administrative Account. The above deposits are monthly reimbursements for disbursements made by both accounts.

Jomt admmistrative expenses are allocated on a basis approved by the Plan's Trustees. The allocation percentages for all joint adrninistrauve expenses except for rent and third party administrator fees is as follows:

2006 2005
Welfare Fund 41.30% 4l.30%
Pension Fund 26.30% 26.30%
Annuity Fund 16.00% 16.00%
Vacation Fund 14.10% 14.10%
Apprenticeship Fund 2.10% 2.10%
Officers Plan ---.1.Q% -.1.Q%
Total 100.0% 100.0% "'~"

... ;, ..

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS APPRENTICESHIP, JOURNEYMAN RETRAINING

EDUCA TIONAL AND INDUSTRY FUND

EIN: 13-2583087 YEAR END: 6/30/2006

FORM 990, SCHEDULE "A" ATTACHMENT

PART VII, LINE 52B

THE FOLLOWING ORGANIZATIONS ARE EXEMPT UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE

New York City District Council of Carpenters Pension Fund

2 New York City Distnct Council of Carpenters Annuity Fund

3 New York City Distnct Council of Carpenters Vacation Fund

4 New York City District Council of Carpenters Welfare Fund

5 Retirement and Pension Fund for Officers and Employees of the New York City District Council of Carpenters and Related Otganizations

6 The District Council of New York and Vicinity of the United Brotherhood of Carpenters and Joiners of America

7 New York City Carpenters Relief and Charity Fund

8 New York City and VIcinity Carpenters Labor Management Cooperation Trust Fund

Department of the Treasury Internal Revenue Service

Application for Extension of Time To File an Exempt Organization Return

~ File a separate application for each return

OMB No. 1545·1709

Form 8868 " (Rev. De2ember 2004)

• If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box

• If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form)

Do not complete Part II unless you have already been granted an automatic 3'month extension on a previously filed Form 8868

I Part I I

Automatic 3-Month Extension of Time - Only submit original (no copies needed)

Form 990- T corporations requesting an automatic s-rnontn extension- check thrs box and complete Part I only

All other corporations (including Form 990-C filers) must use Form 7004 to request an extension of time to file Income tax returns Partnerships, REMICs, and trusts must use Form 8736 to request an exteneton of time to file Form 1065, 1066, or 1041

Electronic Filing (e-file). Form 8868 can be filed electronically If you want a 3·month automatic extension of time to file one of the returns noted below (6 months for corporate Form 990·T filers) However, you cannot file It electronically If you want the addrtional (not automatic) 3'month extension, Instead you must submit the fully completed Signed page 2 (Part II) of Form 8868 For more details on the electroruc filing of this form, VISit WWW Irs gov/eflle

:~: ~~t~~or Number, street, and room or suite no If a P.O box, see instructions

~~~~e 395 HUDSON STREET

Instructions City, town or post office, state, and ZIP code For a foreign address, see instructions

NEW YORK NY 10014

Name of Exempt Organization

NYCDCC APPRENTICESHIP, JOURNEYMAN RETRAINING EDUCATIONAL & INDUSTRY FUND

Employer Identification number

Type or print

13-2583087

Check type of return to be filed(flle a separate application for each return)

[XJ Form 990

o Form 990·BL

o Fonn 990·EZ

o Form 990·PF

o Form 990·T (corporation)

o Form 990·T (sec 401 (a) or 408(a) trust)

o Form 990·T (trust other than above)

o Form 1041·A

o Form 4720 D Form 5227 D Form 6069 D Form 8810

• The books are In the care of ~ .."B~O~AR~~D~O~F_T~R~U~S~T~E~E;!.!S~ _

Telephone No ~ 212 - 3 6 6 -7 3 0 0

FAX No ~

• If the organization does not have an office or place of busmess In the United States, check thrs box ~ 0

• If this IS for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If thrs IS for the whole group, check trus

box ~ 0 If It IS for part of the group, check this box ~ D and attach a list With the names and EINs of all members the extension Will cover

I request an automatic a-month (6·months for a Form 990- T corporation) extension of time until

FEBRUARY 15, 2007

to file the exempt organization return for the organization named above The extension IS for the organization's return for

~ D calendar year or

~ [Xl tax year beginning JUL 1, 20 0 5 , and ending JUN 3 0, 200 6

2 If ttus tax year IS for less than 12 months, check reason

o Initial return

o Final return

D Change In accounting period

3a If this application IS for Form 990·BL, 990·PF, 990·T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See Instructions

b If thrs application IS for Form 990·PF or 990·T, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit

$

c Balance Due. Subtract line 3b from line 3a. Include your payment With trus form, or, If required, deposit With FTD coupon or, If required, by usmq EFTPS (Electronic Federal Tax Payment System) See Instructions

$

NIA

Caution. If you are gOing to make an electronic fund Withdrawal With thrs Form 8868, see Form 8453·EO and Form 8879·EO for payment mstructions

LHA

For Privacy Act and Paperwork Reduction Act Notice, see Instructions.

Form 8868 (Rev. 12·2004)

523e31 05·01-05

Form 8868 (Rev. 12-2004) Page 2

• If you 8\e filing for an Additional (not automatiC) 3-Month Extension, complete only Part 1\ and check this box ~ [XJ

Note: Only complete Part II If you have already been granted an automatic 3·month extension on a previously filed Form 8868.

• If you are filing for an Automatic 3-Month Extension, complete onlv Part I (on page 1).

Type or print.

Name of Exempt Organization

~CDCC APPRENTICESHIP, JOURNEYMAN RETRAINING EDUCATIONAL & INDUSTRY

FUND

1:t~t:~}t;~: Employer identification number >.~~~:-·X·< 13-2583087

ue.~.Ilt¥W Additional (not automatic) 3-Month Extension of Time - Must file Original and One Copy.

~:!~:e Number, street, and room or suite no. If a P.O. box, see instructions. dUedatefor 395 HUDSON STREET

filing "'e

rotum See City, town or post office, state, and ZIP code. For a foreign address, see instructions.

Ins1ruCllons INEW YORK NY 10014

Check type of return to be filed (File a separate application for each return):

[X] Form 990 D Form 990'EZ D Form 99()" T (sec. 401 (a) or 408(a) trust) o Form 990·8L D Form 990·PF D Form 99()" T (trust other than above)

D Form 1041·A D Form 4720

D Form 5227 D Form 6069

D Form 8870

STOP: Do not complete Part II If you were not already granted an automatic 3-month extension on a previously filed Form 8868.

• The books are in the care of ~ .~B:..:O==AR:.=':'=:D:.......;O=F---,T""R=U,-,S~T=E",E..,S,,-- _

Telephone No.~ 212-366-7300

FAX No. ~ _

• IUhe organization does not have an office or place of business In the United States, check this box . .. . ~ D

• If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this

box ~ D. If it is for part of the group, check this box ~ D and attach a list with.the names and EINs of all members the extension is for.

4 I request an additional 3·month extension of time until MAY 15, 2 0 0 7

For calendar year ' or other tax year beginning --"Ji=U==<L=--~1,-",---,,2,-,0,,-,,0-,,5o..-.-_==-_ and ending

D Initial return D Final return

5 6

If this tax year is for less than 12 months, check reason:

JON 30, 2006 .

D Change in accounting period

7 State in detail why you need the extension

ADDITIONAL TIME IS NEEDED TO GATHER THE INFORMATION NECESSARY TO FILE

A COMPLETE AND ACCURATE RETURN.

Sa If this application IS for Form 99()'8L, 990·PF, 99()" T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions

b

If this application is for Form 990·PF, 990·T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit and any amount paid

previously with Form 8868 . .. . ..... .

c Balance Due. Subtract line 8b from line 8a. Include your payment with this form, or, If required, deposit with FTD

coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. .. .. ... $

N/A

Signature and Verification

Date

o We have approved thiS cation. Please attach this form to the organization'S return.

o We have not approved this application. However, we have granted a 1 ().day grace period from the later of the date shown below or the due date of-the.organization's retum Oncludlng any prior extensions). This grace period is considered to be a valid extension of time for elections otherwise required to be made on a timely return. Please attach this form to the organization'S return.

D We have not approved this application. After considering the reasons stated in item 7, we cannot grant your request for an extension of time to file. We are not granting a 10-day grace period.

D We cannot consider this application because It was filed after the extended due date of the return for which an extension was requested.

c=Jrnher ___

Director

B~ ___

Date

Alternate Mailing Address - Enter the address if you want the copy of this application for an additional3·month extension returned to an address different than the one entered above.

Type or print

Name

NOVAK FRANCELLA LLC

Number and street (include suite, room, or apt. no.) or a P.O. box number

TWO BALA PLAZA SUITE 501

523832 OS-01-05

City or town, province or state, and country (including postal or ZIP code) BALA CYNWYD PA 19004-1514

Form 8868 (Rev. 12-2004)