You are on page 1of 19

efile GRAPHIC rint - DO NOT PROCESS

As Filed Data -

DLN:93490043004179

Form990

OMB No 1545-0047

Return of Organization Exempt From Income Tax

2007

Under section 501(c), 527, or 4947(a)( 1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

De pa rtme nt of the T reas ury

Internal Revenue Se rv IC e

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

Open to Public Inspection

A For the 2007 calendar year, or tax year beginning 07-01-2007 and ending 06-30-2008

B Check If applicable I Address change

I Name change

I Initial return

I Final return

I Amended return I Application pending

C Name of organization D Employer identification number
Please NYC DISTRICT COUNCIL UBCJA
use IRS 13-5569960
label or Numberand street (or PO box If mall IS not delivered to street address) Room/suite E Telephone number
print or 395 HUDSON STREET
type. See (212) 366-7500
Specific
Instruc- City or town, state or country, and ZIP + 4 F Accounting method I Cash P- Accrual
tions. NEW YORK, NY 100143669 I Other (specify) ~ .. Section SOl(c)(3) organizations and 4947(a)(1) nonexempt charitable H and I are not app/tcab/e to section 527 orqernzetions
trusts must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a g roup return for affiliates? I Yes P- No
H(b) If "Yes" enter number of affiliates ~
G Web site: ~ WWW NYC DISTRICTCO UN CIl CO M
H(c) Are all affiliates Included? I Yes I No
J Organization type (check only one) ~ P- 501(c) (5) "'II1II (Insert no ) I 4947(a)(1) or 1527 (If "No," attach a list See Instructions)
Check here ~ Ilf the organization IS not a 509(a)(3) supporting organization and ItS gross receipts are H(d) Is this a separate return filed by an organization
K covered by a group ruling? P- Yes I No
normally not more than 25,000 A return IS not required, but If the organization chooses to file a return,
be sure to file a complete return I Group Exemption N umber ~ 0143
M Check ~ P- If the organization IS not required to
L Gross receipts Add lines 6b, 8b, 9b, and lOb to line 12 ~ 51,551,765 attach Sch B (Form 990, 990-EZ, or 990-PF)
.~ . Ill. Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions.)
1 Contributions, qrfts , grants, and Similar amounts received
a Contributions to donor a dv i s e d funds la
b Direct pubhc support (not Inc luded on line 1 a) lb
c I nd I rect pubhc support (not Inc I uded on II ne 1 a) lc
d Government contributions (grants) (not Included on line 1 a) ld
e Total (add lines la through ld) (cash $ noncash $ ) le
2 Program service revenue Including government fees and contracts (fro m Part V I I, II n e 9 3 ) 2
3 Membership dues and assessments 3 34,514,796
4 Interest on savings and temporary cash Investments 4 175,739
5 D IV Ide nds and inte res t from sec urrtre s 5 400,544
6a Gross rents I 6a I
b less rental expenses 6b
c Net rental Income or (loss) subtract line 6b from line 6a 6c
~ 7 Other Investment Income (describe ~ ) 7
iii 8a Gross amount from sales of assets (A) Securities (B) Other
'"
I~
cr: other than Inventory 13,659,819 8a
b less cost or other baSIS and sales expenses 13,596,339 8b
c Gain or (loss) (attach schedule) ~ 63,480 8c
d Net gain or (loss) Combine line 8c, columns (A) and (B) 8d 63,480
9 Special events and activities (attach schedule) If any amount IS from gaming, check here ~I
a G ros s reve nue (not I nc Iud I ng $ of
contributions reported on line lb) I 9a I
b less direct expenses other than fundrars mq expenses 9b
c Net Income or (loss) from special events Subtract line 9b from line 9a 9c
lOa Gross sales of Inventory, less returns and allowances I lOa I
b less cost of goods sold lOb
c Gross profit or (loss) from sales of Inventory (attach schedule) Subtract line lOb from line lOa 10c
11 a the r re v e n u e (fro m Part V II, II n e 1 0 3 ) 11 2,800,867
12 Total revenue Add lines le, 2, 3,4,5, 6c, 7, 8d, 9c, 10c, and 11 12 37,955,426
13 Program services (from line 44, column (B» 13
..... 14 Management and general (from line 44, column (C» 14
~
iii 15 Fundra ts mq (from line 44, column (D» 15
CL
.. 16 Payments to affiliates (attach schedule) 16
LLI
17 Total expenses Add lines 16 and 44, column (A) 17 23,124,258
..... 18 Excess or (de fic rt) for the year Subtract line 17 from line 12 18 14,831,168
~ 19 Net assets or fund balances at beginning of year (from line 73, column (A» 19 31,206,952
.....
"'-. 20 Other changes In net assets or fund balances (attach explanation) ~ 20 -417,159
7G
;:: 21 Net assets or fund balances at end of year Combine lines 18,19, and 20 21 45,620,961 For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

Cat No 11282Y

Form 990 (2007)

Form 990 (2007)

Page 2

Imi.1 Statement of Functional Expenses

All organizations must complete column (A) Columns (B), (C), and (D) are required for section 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others (See the instructions)

Do not Include amounts reported on line (A) Total (8) Program (C) Management (0) Fundrarsmq
6b, 8b, 9b, lOb, or 16 of Part I. services and general
22a G ra nts paid from donor advised funds (attach Schedule)
(cash $ noncash $ )
If this amount Includes foreign grants, check here ... I 22a
22b Other grants and allocations (attach schedule)
(cash $ noncash $ )
If this amount Includes foreign grants, check here ... I 22b
23 Specific assistance to Individuals (attach schedule) 23
24 Benefits paid to or for members (attach schedule) 24
25a Compensation of current officers, directors, key employees
etc Listed In Part V-A (attach schedule) 25a 1,045,143
b Compensation offormer officers, directors, key employees
etc listed In Part V -B (attach schedule) 25b
c Compensation and other distributions not rc lud e d above to
disqualified persons (as defined under section 4958 (f)(l» and
persons described In section 4958(c)(3)(B) (attach schedule) 25c
26 Salaries and wages of employees not Included
on lines 25a, band c 26 9,432,279
27 Pension plan contributions not Included on
lines 25a, band c 27 3,009,159
28 Employee benefits not Included on lines
25a - 27 28 2,170,740
29 Payroll taxes 29 658,642
30 Profe s s ronal fundrais mq fees 30
31 Accounting fees 31 72,000
32 Legal fees 32 1,564,777
33 Supplies 33 479,402
34 Telephone 34 178,698
35 Postage and shipping 35 67,912
36 Occupancy 36 1,142,936
37 Equrprne nt rental and maintenance 37 47,917
38 Printing and publications 38 290,259
39 Travel 39 47,953
40 Conferences, conventions, and meetings 40 215,397
41 Interest 41
42 DepreCiation, depletion, etc (attach schedule) ~ 42 67,295
43 Other expenses not covered above (Itemize)
a See Additional Data Table 43a
b 43b
c 43c
d 43d
e 43e
f 43f
9 439
44 Total functional expenses. Add lines 22a through 43g
(Organizations completing columns (B)-(D), carry these totals
to lines 13-15) 44 23,124,258 Jomt Costs. C hec k ... Ilf you are followmq so P 98-2

Are any JOint costs from a combined educational campaign and fundrars mq s o hc rtatro n reported In (8) Program services? ... I Yes I No

If "Yes," enter (i) the aggregate amount of these JOint costs $ , (ii) the amount allocated to Program services $ _

(iii) the amount allocated to Management and general $ ,and (iv) the amount allocated to Fundra ts mq $

Form 990 (2007)

Form 990 (2007) Page 3

.ilflinl Statement of Program Service Accomplishments (See the instructions.)

Form 990 IS available for public Inspection and, for some people, serves as the primary 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 describes, In Part III, the organization's programs and accomplishments

What IS the organization's primary exempt purpose? ~ ADM I N ISTRA TI 0 N 0 F LA BO R 0 RGA N IZA TI 0 N

All organizations must descnbe their exempt purpose achievements In a clear and concise manner State the number of clients served, publications Issued, etc DISCUSS achievements that are not measurable (Section SOl(c)(3) and (4) organizations and 4947(a)(1) nonexempt chantable trusts must also enter the amount of grants and allocations to others)

Program Service Expenses (Required for SOl(c)(3) and (4) orgs, and 4947(a)(1) trusts, but optional for others)

a RESPONSIBLE FOR OVERSEEING AND ENFORCING COMPLIANCE WITH TERMS OFTHE COLLECTIVE BARGAINING AGREEMENTS

(Grants and allocations $ If this amount Includes foreign grants, check here ~ I

b NEG 0 T I A TIN G COL L E C T I V E BAR G A I N I N GAG R E E MEN T S WIT HEM P LOY ERA S SOC I A T ION SON B E HAL F OF ITS AFFILIATED LOCAL UNIONS AND THEIR MEMBERS

(Grants and allocations $

If this amount Includes foreign grants, check here ~ I

c ORGANIZING LABOR STRIKES AND PICKETING ON BEHALF OF ORGANIZED LABOR

(Grants and allocations $

If this amount Includes foreign grants, check here ~ I

d ADMINISTERING APPRENTICE TRAINING PROGRAMS

(Grants and allocations $

If this amount Includes foreign grants, check here ~ I

e Other program services (attach schedule) (Grants and allocations $

If this amount Includes foreign grants, check here ~ I

Form 990 (2007)

f Total of Program Service Expenses (should equal line 44, column (B), Program services)

Form 990 (2007)

Page 4

Iml" Balance Sheets (See the instructions.)

Note: Where required, attached schedules and amounts within the des crtption (A) (8)
column should be for end-of-year amounts on!y . Beginning of year End of year
45 Cas h - non - In t e re s t - be a n n g 5,317,464 45 7,880,377
46 Savings and temporary cash Investments 6,213,574 46 16,420,917
47a Accounts receivable 47a 8,540,073
b Less allowance for doubtful accounts 47b 7,925,960 47c 8,540,073
48a Pledges rec elva ble 48a
b Less allowance for doubtful accounts 48b 48c
49 Grants receivable 49
50a Receivables from current and former officers, directors, trustees, and
key employees (attach schedule) 50a
b Receivables from other disqualified persons (as defined under section
4958(c)(3)(B) (attach schedule) SOb
51a Other notes and loans receivable (attach
schedule) I 51a I 627,599
'-" b Less allowance for doubtful accounts 51b 628,842 51c 627,599
a:
'-" 52 Inventories for sale or use 52
'-"
<:l: 482,351 476,207
53 Pre pa i d ex pe ns es and defe rred c ha rges 53
54a I nves tme nts =public Iy- traded sec urrtre s ... I" Cost p- FMV 10,165,309 54a 10,201,194
b Investments-other s e c urttre s (attach schedule) ... I" Cost I" FMV 54b
55a Investments-land, b uild mqs , and
equipment bas IS 55a
b Less accumulated d e p re c ra tro n (attach
schedule) 55b 55c
56 Investments-other (attach schedule) 56
57a Land, burldmqs , and equipment baSIS 57a 1,279,184
b Less accumulated d e p re c ra tro n (attach
schedule) 57b 1,108,120 222,410 57c ~ 171,064
58 Other assets, Including program-related Investments
(describe ...
) 1,926,634 58 ~ 3,479,321
59 Total assets (mus t eq ua I line 74) A dd lines 45 throug h 58 32,882,544 59 47,796,752
60 Accounts payable and accrued expenses 1,490,128 60 1,990,340
61 Grants payable 61
62 Deferred revenue 62
c .... 63 Loans from officers, directors, trustees, and key employees (attach
I
schedule) 63
c, 64a Tax-exempt bond liabilities (attach schedule) 64a
, ,
b Mortgages and other notes payable (attach schedule) 64b
65 Other liabhhtre s (describe ... ) 185,464 65 ~ 185,451
66 Total liabilities Add lines 60 through 65 1,675,592 66 2,175,791
Organizations that follow SFAS 117, check here ... p- and complete lines
67 through 69 and lines 73 and 74
'-" 67 Unrestricted 31,206,952 67 45,620,961
OJ
g 68 Temporarily restricted 68
r:J
-;;j 69 Permanently restricted 69
(0
;::; Organizations that do not follow SFAS 117, check here ... I" and
:;::
:::;; complete lines 70 through 74
LL.
0 70 Capital stock, trust principal, or current funds 70
'-" 71 Paid-In or capital surplus, or land, burldmq , and equipment fund 71
a:
'-" 72 Retained earnings, endowment, accumulated Income, or other funds 72
~
a: 73 Total net assets or fund balances Add lines 67 through 69 or lines 70
z: through 72 (Column (A) must equal line 19 and column (B) must equal -
line 21) 31,206,952 73 45,620,961
74 Total liabilities and net assets / fund balances Add lines 66 and 73 32,882,544 74 47,796,752 Form 990 (2007)

Form 990 (2007) Page 5

.miU.i Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See

the instructions.)
a Total revenue, gains, and other support per audited financial statements a 37,514,448
b A mounts Included on line a but not on Part I, line 12
1 Net unrealized gains on Investments bl
2 Donated services and use of fac rlrtre s b2
3 Recoveries of prior year grants b3
4 Other (specify)
b4 -417,159
Add lines blthrough b4 b -417,159
c Subtract line b from line a c 37,931,607
d A mounts Included on Part I, line 12, but not on line a
1 Investment expenses not Included on Part I, line 23,819
6b dl
2 Other (specify)
d2
Add lines dl and d2 d -417,159
e Total revenue (Part I, line 12) Add lines c and 37,955,426
d ... e
.:.F.Ti. l'.cI:. Reconciliation of Expenses per Audited Financial Statements With Expenses aer Return
a Total expenses and losses per audited financial statements a 23,100,439
b A mounts Included on line a but not on Part I, line 17
1 Donated services and use of fac rlrtre s 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 blthrough b4 b
c Subtract line b from line a c 23,100,439
d A mounts Included on Part I, line 17, but not on line a:
1 Investment expenses not Included on Part I, line 23,819
6b dl
2 Other (specify)
d2
Add lines dl and d2 d 23,819
e Total expenses (Part I, line 17) Add lines c and 23,124,258
d ... e
• :.F.Ti.' J:J ... Current Officers, Directors, Trustees, and Key Employees (list each person who was an officer, director, trustee, or key employee at any time dunng the year even If they were not compensated.) (See the

instructions.)
(0) Contributions to (E) Expense
(8) Title and average hours (C) Compensation employee benefit plans &
(A) Name a nd add ress per week devoted to position (If not paid, enter -0-.) deferred compensation account and other
plans allowances
MICHAEL J FORDE EXEC SEC'Y TREAS
c/o NYCDC 395 HUDSON STREET 50 00 256,501 119,404 0
NEWYORK,NY 10014
PETER THO MASSEN PRESIDENT
C/o NYCDC 395 HUDSON STREET 50 00 234,515 110,426 0
NEWYORK,NY 10014
DENIS SHEIL VICE PRESIDENT
C/o NYCDC 395 HUDSON STREET 50 00 219,858 104,439 0
NEWYORK,NY 10014 Form 990 (2007)

Form 990 (2007)

Page 6

• :.F.Ti .. ' J:t'!. Current Officers, Directors, Trustees, and Key Employees (continued) Yes No
75a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board
meetings .... 6
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 Individuals and explains the re latro ns hipts ) 75b No
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 the organization? See the Instructions for the definition of "related 75c No
organization" ....
If "Yes," attach a statement that Includes the Information described In the Instructions
d Does the organization have a written conflict of Interest policy? 75d No
• :.F.Ti "'.cI :. Former 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 mstructions.)
(0) Contributions to
(A) Name a nd add ress (8) Loans and Advances (C) Compensation employee benefit plans (E) Expense account and
(If not paid enter -0- ) and deferred compensation other allowances
plans










.~iIIl". Other Information (See the instructions.) Yes No
76 Did the organization make a change In Its activities or methods of conducting activities? If "Yes," attach a
detailed statement of each change 76 No
77 Were any changes made In the organizing or governing documents but not reported to the IRS? 77 No
If"Yes," attach a conformed copy of the changes
7Sa Did the organization have unrelated busmess gross Income of $1,000 or more dunnq the year covered by this return? 7Sa No
b If "Yes," has It filed a tax return on Form 990-T for this year? 7Sb
79 Was there a hquidation, dissolution, termination, or substantial contraction dunnq the year? If "Yes," attach
a statement 79 No
SOa Is the organization related (other than by association with a statewide or nationwide organization) through common membership,
governing bodies, trustees, officers, etc, to any other exempt or nonexempt organization? SOa Yes
b If"Yes," enter the name of the organization", See Additional Data Table
and check whether It IS I exempt or I nonexempt
Sla E nte r direct or I nd ire c t p o htrc a I ex pe nd iture s (See line 81 Instructions) ·Isla I
b Did the organization file Form ll20-POL for this year? Slb No Form 990 (2007)

Form 990 (2007)

Page 7

.:.F.Tiill". Other Information (continued)

Yes

No

82a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value?

82a

No

b If "Yes," you may Indicate the value of these Items here Do not Include this amount as revenue In Part lor as an expense In Part II (See Instructions In Part III )

182b I

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

84a Did the organization s o hc rt any contributions or gifts that were not tax deductible?

b If "Yes," did the organization Include with every s o hc rtatro n an express statement that such contributions or gifts were not tax deductible?

85 501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members? b Did the organization make only In-house lo bbv mq expenditures of$2,000 or less?

If "Yes," was a ns we red to e ithe r 85 a or 85 b, do not complete 85 c throug h 85 h be low unles s the orga ruzatron received a waiver for proxy tax owed the prior year

83a

Yes

83b

84a

No

84b

8Sa

Yes

8Sb

Yes

e Dues assessments, and similar amounts from members

8Se

d Section 162(e) lo bbv mq and political expenditures

e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices

f Taxable amount of lo bbv mq and political expenditures (line 85d less 85e)

8Sd

8Se

8Sf

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

h If s e c tro n 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85fto ItS reasonable estimate of dues allocable to nondeductible lobbv mq and political expenditures for the following tax year?

8Sg

8Sh

86 501(c)(7) orgs. Enter a Initiation fees and capital contributions Included on line 12 86a r---+---------------~

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

87 501(c)(12) orgs. 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)

88a At any time durmq 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

86b

87a

87b

88a

Yes

b At any time durmq the year, did the organization directly or Indirectly own a controlled entity within the meaning of section 512(b)(13)? If yes complete Part XI

88b Yes

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

section 4911 ~

r section 4912 ~

r section 4955 ~

b 501(c)(3) and 501(c)(4) orgs. Did the organization engage In any section 4958 excess benefit transaction durmq the year or did It become aware of an excess benefit transaction from a prior year? If "Yes," attach a statement

explaining each transaction 89b

r---+-----+----e Enter A mount of tax Imposed on the organization managers or disqualified persons

durrnq the year under sections 4912,4955, and 4958 ~

o

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

e All organizations. At any time durrnq the tax year was the organization a party to a prohibited tax shelter transaction?

8ge

f All organizations. Did the organization acquire direct or Indirect Interest In any applicable Insurance contract?

89f

No

9 For supporting organizations and sponsonng organizations maintaining donor advised funds. Did the supporting organization, or a fund maintained by a sponsoring organization, have excess b us ine s s holdings at any time durrnq the year?

89g

No

90a List the states with which a copy of this return IS filed ~

b Number of employees employed In the pay period that Includes March 12,2007 (See Instructions)

91a The books are In care of~ NYC DISTRICT COUNCIL UBCJA 395 HUDSON STREET

Located at ~ NEWYORK, NY

90b

106

Telephone no ~ (212) 366-7500

ZIP + 4 ~ 10014

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

b At any time durmq the calendar year, did the organization have an Interest In or a signature or other authority over a financial account In a foreign country (such as a bank account, s e c urttre s account, or other financial account)?

Yes No
91b No If"Yes,"enterthe name of the foreign country ~ _

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

Form 990 (2007)

Form 990 (2007)

Page 8

Other Information (continued)

No

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

No

If"Yes,"enterthe name of the foreign country ~ _

92 Section 4947(a)(1) nonexempt chantable trusts filing Form 990 In lieu of Form 1041-C hec k here

.~

and enter the amount of tax-exempt Interest received or accrued durrnq the tax year ~ I 92 I
I :.F.TiUl" .. Analysis of Income-Producing Activities (See the instructions.)
Note: Enter gross amounts unless otherwise indicated. Unrelated business Income Excluded by section 512, 513, or 514 (E)
(A) (C) Related or
Business (8) Excluston (0) ex em pt fu nction
code Amount code Amount Income
93 P rog ra m s e rv IC e reve nue
a
b
c
d
e
f Medicare/Medicaid payments
9 Fees and contracts from government agencies
94 Membership dues and assessments 34,514,796
95 Interest on savings and temporary cash Investments 14 175,739
96 D IV Ide nds and inte res t from sec urrtre s 14 400,544
97 Net rental Income or (loss) from real estate
a debt-financed property
b non debt-financed property
98 Net rental Income or (loss) from personal property
99 Other Investment Income
100 Gain or (loss) from sales of assets other than Inventory 18 63,480
101 Net Income or (loss) from s p e c re l events
102 G ros s profit or (los s) from sales of mve ntory 103 Other~venue a

PENALTIES & FINES

2,168,396

632,471



639,763 37,315,663 b LABOR COST REIMBURSEMENTS

c

d

e

104 Subtotal (add columns (B), (D), and (E» 105 Total (add line 104, columns (B), (D), and (E»

Note: Line 105 plus line le, Part I, should equal the amount on line 12, Part I.

• ~ 37,955,426

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

.~iIIl" ". Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions.)
Line No. Explain how each activity for which Income IS reported In column (E) of Part VII contributed Importantly to the accomplishment
" of the organization's exempt purposes (other than by providing funds for such purposes)
94 STANDARD MEANS OF FUNDING THE COSTS ASSOCIATED WITH THE OVERALL ADMINISTRATION AND PROGRAM
SERVICES LISTED IN PART II
103a COM PEL S M E M B E R S TO COM PLY WIT H THE 0 R G A N I Z A T ION'S P 0 LI C I E S
103B REIMBURSED COSTS ASSOCIATED WITH ADMIN OF RELATED ORGANIZATIONS

.:.F.Ti •• : • Information Regarding Taxable Subsidiaries and Disregarded Entities (See the instructions.)
(A) (8) (C) (0) (E)
Name, address, and EIN of corporation, Percentage of Nature of activities Total Income End-of-year
partnership, or disregarded entity ownership Interest assets
JACAR HOLDING CORP
395 HUDSON STREET 1000000 % TITLE HOLDING CO 18,400 70,297
NEW YORK, NY10014
11-2041023
%
%
%
. Information Regarding Transfers Associated with Personal Benefit Contracts (See the
. . instructions. )

(a) Did the organization, dunnq the year, receive any funds, directly or Indirectly, to pay premiums on a personal benefit contract? (b) Did the organization, durrnq the year, pay premiums, directly or Indirectly, on a personal benefit contract? NOTE: If "Yes" to (b), file Form 8870 and Form 4720 (see instructions).

I" Yes P- No I" Yes P- No

Form 990 (2007)

Form 990 (2007) Page 9

Im'a' Information Regarding Transfers To and From Controlled Entities Complete only if the organization is

a controlling organization as defined in section 512(b)(13)

106

Yes

Did the reporting organization make any transfers to a controlled entity as defined In section S12(b)(13) of the Code? If "Yes," complete the schedule below for each controlled entity

a

NYC DISTRICT COUNCIL OF CARPENTERS CHARITY FUND

395 HUDSON STREET NEW YORK, NY 10014

(A)

Name and address of each controlled entity

(8)

Employer Identification Number

(C)

Description of transfer

(D) Amount of transfer

Totals

562389393

CHARITABLE CONTRIBUTION

107

Yes

Did the reporting organization receive any transfers from a controlled entity as defined In section S12(b)(13) of the Code? If "Yes," complete the schedule below for each controlled entity

13,500

13,500

a

NYC & VICINITY CARPENTERS LABORMANAGEMENT CORPORATION

395 HUDSON STREET

NEW YORK, NY 10014

(A)

Name and address of each controlled entity

(8)

Employer Identification Number

(C)

Description of transfer

(D) Amount of transfer

b

59,641

DISTRICT COUNCIL OF NY & VICINITY OF UBCJA PAC

395 HUDSON STREET NEW YORK, NY 10014

Totals

134157935

562410898

REIMBURSEMENT OF LABOR COSTS

REIMBURSEMENT OF OVERHEAD COSTS

399,743

459,384

Yes No
108 Did the organization have a binding written contract In effect on August 17,2006 covering the Interests, rents, No
royalties and annuities described In question 107 above?
Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge
and belief, It IS true, correct, and complete Declaration of preparer (other than officer) IS based on ali Information of which preparer has any knowledge
Please ~ ****** I 2009-02-15
Sign Signature of officer Date
Here ~
DENIS SHEIL VICE PRESIDENT
Type or print name and title
Date Check If Preparer's SSN or PTIN (See Gen Inst W)
Preparer's ~
Paid signature self-
empolyed ·r
Preparer's
Use Firm's name (or yours ~
If self-employed), EIN •
Only address, and ZIP + 4 Abrams Herde and Merkel LLP

59 East 54th Street Phone no • (212) 759-4949
New York, NY 10022 Form 990 (2007)

lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I

Form 4562-FY

DLN:934900430041791

2007

Depreciation and Amortization (Including Information on Listed Property)

OMB No 1545-

Department of the Treasury Internal Revenue Service

.... See separate instructions.

.... Attach to your tax return .

Attachment Sequence No 67

Name(s) shown on return

NYC DISTRICT COUNCIL UBCJA

Business or activity to which this form relates

Ident ifying number

Form 990 Page 2

13-5569960

Election To Expense Certain Property Under Section 179

Note: If you have any listed property, complete Part V before you complete Part I.

2

.:nR ••

1 Maximum amount See the Instructions for a higher limit for certain businesses 2 Total cost of section 179 property placed In service (see Instructions)

3 T hres hold cos t of section 179 prope rty before red uc tro n I n limitation

4 Reduction In limitation Subtract line 3 from line 2 Ifzero or less, enter -O-

S Dollar limitation for tax year Subtract line 4 from line 1 Ifzero or less, enter -0- If married filing separately, see Instructions

1

125,000

3

500,000

4

5

(a) Description of property (b) Cost (business use (c) Elected cost
only)
6

7 Listed property Enter the amount from line 29 I 7 I
8 Total elected cost of section 179 property Add amounts In column (c), lines 6 and 7 8
9 Tentative deduction Enter the smaller of line 5 or line 8 9
10 Carryover of disallowed deduction from line 13 of your 2006 Form 4562FY 10
11 Business Income limitation Enter the smaller of busmess Income (not less than zero) or line 5 (see Instructions) 11
12 Section 179 expense deduction Add lines 9 and 10, but do not enter more than line 11 12
13 Carryoverofdlsallowed deduction to 2008 Add lines 9 and 10, less line 12 ..... I 13 I
Note: Do not use Part II or Part III below for listed property. Instead, use Part V.
.:£.U.,. Special Depreciation Allowance and Other Depreciation (Do not Include listed property) (See Instructions)
14 Special d e p re c ra tro n allowance for qualified property (other than listed property) placed In service durmq the
tax year (see Instructions) 14
15 Property s ubje c t to section 168(f)(1) election 15
16 0 the r de prec ration (I nc Iud I ng A C RS) 16
.:£.U .... MACRS Depreciation (Do not Include listed property.) (See mstructions.) Section A

17 MAC RS ded uc trons for as sets plac ed Ins e rv IC e I n tax yea rs beg I nrnnq before 2007

17

67,295

18 If you are electing to group any assets placed In service dunng the tax year Into one or more

general asset accounts, check here ..... r

Section B-Assets Placed in Service During 2007 Tax Year Using the General Depreciation System

(c) Bas IS for
(a) Classification of (b) Month and de prec ration (d) Recovery (g)Depreclatlon
property year placed In (bus rne s S/I nves tme nt period (e) Convention (f) Method deduction
s e rv IC e use
only-see Instructions)
19a 3 - yea r prope rty
b 5 - yea r prope rty
c 7 -year property
d 10-year property
e 1 5 - yea r pro pert y
f 20-year property
g 25-year property 25 yrs S/L
h Re s rde ntral rental 27 5 Y rs MM S/L
property 27 5 Y rs MM S/L
i N onres Ide ntia I rea I 39 yrs MM S/L
property MM S/L Section C-Assets Placed in Service During 2007 Tax Year Using the Alternative Depreciation System

20a C lass life S/L
b 12-year 12 yrs S/L
c 40-year 40 yrs MM S/L
.:£.U.,' .. Summary (see instructions)
21 Listed property Enter amount from line 28 21
22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 In column (g), and line 21 Enter here
and on the appropriate lines of your return Partnerships and S corporations-see ins tr 22 67,295
23 For assets shown above and placed In service durrnq the current year, enter the .1 23 1
portion of the baSIS attributable to section 263A costs For Paperwork Reduction Act Notice, see separate instructions.

Cat No

Form 4562-FY ( 2007)

Form 4562-FY (2007) Page 2

lriN Listed Property (Include automobiles, certain other vehicles, cellular telephones, certain computers, and property used for entertainment, recreation, or arnusernent.)

Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a, 24b, columns (e) through Cc) of Section A, all of Section B, and Section C if applicable,

24a Do you have ev idence to support the busmes s/mv es tment use claimed? r Yes r No

24b If "Yes," IS the ev idence written? ryes r No

(e) (e) (i)
(a) (b) Business/ (d) BaSIS for depreciation (f) (g) (h) Elected
Ty pe of property (list Date placed In Investment Cost or other (business/ Investment Recovery Method/ Depreciation/ section 179
vehicles first) service use basis use only) penod Convention deduction cost
percentage
25 Special depreciation allowance for qualified listed property placed In service dunng the tax year and used more than 125
50% In a qualified busmess use (see instructions) 26 Property used more than 50%

In a qualified bus me s s use

I ~ I

27 Property used 50% or less In a qualified bus me s s use

% S/L -
% S/L -
% S/L -
28 Add amounts In column (h), lines 25 through 27 Enter here and on line 21, page 1 I 28 I I
29 Add amounts In column (I), line 26 Enter here and on line 7, page 1 I 29 I Section B-Informatlon on Use of Vehicles

Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related person

If you provided vehicles to your employees first answer the questions In Section C to see If you meet an exception to completing this section for those vehicles

r
30 Total bus me s s Zmve s tme nt miles driven durmq the (a) (b) (e) (d) (e) (f)
Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6
year (do not Include commuting miles)
31 Total commuting miles driven durmq the year
32 Total other p e rs o naltno nc cmmutmq) miles driven
33 Total miles driven durmq the year A dd lines 30
through 32
34 Was the vehicle available for personal use Yes No Yes No Yes No Yes No Yes No Yes No
durrnq off-duty hours?
35 Was the vehicle used primarily by a more than 5%
owner or related person?
36 I s a nothe r ve hrc Ie ava ila ble for pe rs ona I us e? Section C-Questlons for Employers Who PrOVide Vehicles for Use by Their Employees

A nswer these questions to determine If you meet an exception to completing Section B for vehicles used by employees who are not more than 5% owners or related persons (see Instructions)

37 Do you maintain a written polic v statement that prohibits all personal use of vehicles, Including commuting, by your Yes No
employees?
38 Do you maintain a written polic v statement that prohibits personal use of vehicles, except commuting, by your
employees? See the Instructions for vehicles used by corporate officers, directors, or 1% or more owners
39 Do you treat all use of vehicles by employees as personal use?
40 Do you provide more than five vehicles to your employees, obtain Information from your employees about the use of the
vehicles, and retain the Information received?
41 Do you meet the requirements concerning qualified automobile demonstration use? (See Instructions)
Note: If your answer to 37, 38, 39,40, or 41 IS "Yes," do not complete Section B for the covered vehicles
.:I'll.". Amortization (b) (e) (d) (e) (f)
(a) Date Amortizable Code Amortization A rnortrzatro n for
DeSCription of costs amortization amount section period or this year
begins percentage 42 A mortrzation of costs that begins durrnq your 2007 tax year (see Instructions)

I I I I
I I I I
43 A rnortrzatro n of costs that began before your 2007 tax year 43
44 Total. A dd amounts In column (f) See the Instructions for where to report 44 Form 4562-FY (2007)

Additional Data

Softwa re ID:

Software Version:

EIN: 13-5569960

Name: NYC DISTRICT COUNCIL UBCJA

Form 990, Part II, Line 43 - Other expenses not covered above (itemize):

Do not include amounts reported on line (A) Total (8) Program (C) Management (D) Fundraising
6b, Bb, 9b, lOb, or 16 of Part I. services and general
ANTI-CO RRU PTIO N PRO GRA M 43a 702,446
a EXPENSES
b INVESTMENT FEES 43b 23,819
c CHARITABLE CONTRIBUTIONS 43c 25,362
d MEMORIAL SOFTBALL TOURNAMENT 43d 71,575
e ADVERTISING &PROMOTION 43e 56,270
f MEALS & ENTERTAINMENT 43f 90,747
g OFFICE EXPENSES 43g 59,614
h IN SU RA N C E 43h 85,741
i VEHICLE INSURANCE 43i 139,083
j VEHICLE OPERATING COSTS 43j 288,119
k VEHICLE LEASES 43k 263,858
I SECURITY 431 297,460
m A RBITRATIO N CO STS 43m 4,506
n MEMBERSHIP DUES 43n 21,987
0 ORGANIZING AND PICKETING COSTS 430 152,354
P SPECIAL EVENTS 43p 94,543
TRAINING EXPENSES-BUSINESS 43q 289
q AGENTS
WEB SITE DEVELOPMENT & 43r
r MAINTENANCE 18,004
TRIAL COMMITTEES & NEGOTIATING 43s 63,549
s CO M M ITTEES
t CONSULTING SERVICES 43t 81,976
u WORKERS COMP INSURANCE 43u 73,258
v UNION ELECTION COSTS 43v 19,189 Form 990, Part VI, Line SOb - If "Yes", enter the name of the organization and whether it is exempt or nonexempt:

Name of the Organization Exempt Nonexempt
NEWYORK DISTRICT COUNCIL OF CARPENTERS PENSION PLAN X
NEWYORK DISTRICT COUNCIL OF CARPENTERS WELFARE FUND X
NEWYORK DISTRICT COUNCIL OF CARPENTERS ANNUITY FUND X
NEWYORK DISTRICT COUNCIL OF CARPENTERS VACATION FUND
X
NEWYORK DISTRICT COUNCIL OF CARPENTERS
APPRENTICESHIP &JOURNEYMAN TRAI X
RETIREMENT & PENSION PLAN FOR OFFICERS AND EMPLOYEES
OFTHENYDCC X
EDUCATIONAL AND INDUSTRY FUND X
NYC CARPENTERS RELIEFAND CHARITY FUND X
NYC AND VICINITY CARPENTERS LABOR-MANAGEMENT CORP X
DISTRICT COUNCIL OF NY AND VICINITY OF UBCJA PAC X
NYC DISTRICT COUNCIL OF CARPENTERS CHARITY FUND X lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

DLN:934900430041791

TV 2007 Gain/Loss from Sale of Public Securities Schedule

Name: NYC DISTRICT COUNCIL UBCJA EIN: 13-5569960

Gross Sa les Price:

Basis:

Sales Expenses:

Total (net):

13,659,819 13,596,339 o 63,480

lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

DLN:934900430041791

TV 2007 Land etc. Schedule

Name: NYC DISTRICT COUNCIL UBCJA EIN: 13-5569960

Category /ltem Cost/Other Basis Accumulated Depreciation Book Value
LEASEHOLD IMPROVEMENTS 628,375 554,890 73,485
COMPUTER EQUIPMENT 512,718 475,447 37,271
FURNITURE & FIXTURES 111,796 67,527 44,269
LEASEHOLD IMPROVEMENTS 7,113 3,780 3,333
LEASEHOLD IMPROVEMENTS 19,182 6,476 12,706 lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

DLN:934900430041791

TV 2007 Other Assets Schedule

Name: NYC DISTRICT COUNCIL UBCJA EIN: 13-5569960

Description Beginning of Year Amount End of Year Amount
ACCRUED INTEREST RECEIVABLE 119,467 98,706
FINES DUE FROM MEMBERS 1,646,524 2,120,057
REIMBURSEMENTS DUE FROM AFFILIATES 160,643 1,260,558 lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

DLN:934900430041791

TV 2007 Other Changes in Net Assets Schedule

Name: NYC DISTRICT COUNCIL UBCJA EIN: 13-5569960

Amount

Description

-417,159

UNREALIZED LOSS ON INVESTMENTS

lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

DLN:934900430041791

TV 2007 Other Liabilities Schedule

Name: NYC DISTRICT COUNCIL UBCJA EIN: 13-5569960

Description Beginning of Year Amount End of Year Amount
DUE TO LOCAL UNIONS 76,549 79,108
PAYROLL WITHHOLDINGS 10,921 7,822
EXCHANGES 97,994 98,521 lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

DLN:934900430041791

TV 2007 Other Revenues Included Schedule

Name: NYC DISTRICT COUNCIL UBCJA EIN: 13-5569960

NET UNREALIZED LOSSES ON INVESTMENTS

-417,159

Description

Amount