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October 19, 2006    DOL Home > ESA > OLMS > Public Disclosure Home > Search Criteria > Select Report > Report


U.S. Department of Labor
Employment Standards Administration
Office of Labor-Management Standards
Washington, DC 20210 		FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1215-0188
Expires: 11-30-2006
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is manadatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
038-392
2. PERIOD COVERED
From7/1/2005
Through6/30/2006
3. (a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This is a terminal report:No
4. AFFILIATION OR ORGANIZATION NAME
CARPENTERS IND
5. DESIGNATION (Local, Lodge, etc.)
COUNCIL
 6. DESIGNATION NBR

7. UNIT NAME (if any)
SUBURBAN NEW YORK REGION
8. MAILING ADDRESS (Type or print in capital letters)
First Name
PATRICK B.
 Last Name
MORIN
P.O Box - Building and Room Number

Number and Street
270 MOTOR PARKWAY
City
HAUPPAUGE
State
NY		 ZIP Code + 4
11788-3610


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
26. SIGNED:john j fuchsPRESIDENT27. SIGNED:Patrick B Morin JrTREASURER
Date:Sep 29, 2006Contact Info:Date:Sep 29, 2006Contact Info:
Form LM-2 (Revised 2003)

ITEMS 10 THROUGH 21 FILE NUMBER: 038-392
10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?Yes
11. During the reporting period did the labor organization have a Political Action Committee (PAC) fund?Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?Yes
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?Yes
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?AUGUST 2006
20. How many members did the labor organization have at the end of the reporting period?15,559
21. What ar the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees$0perNONE$0$0
(b) Working Dues/Fees$0.63-$1.84perHOUR$0.63$1.84
(c) Initiation Fees$20-$150perAPPLICATION$20.00$150.00
(d) Transfer Fees$0perNONE$0$0
(e) Work Permits$0perNONE$0$0

Form LM-2 (Revised 2003)

STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 038-392

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $4,740,355$2,358,817
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $10,307,116$8,819,835
26. Investments5$9,058,038$11,392,361
27. Fixed Assets6$3,986,455$5,265,581
28. Other Assets7$0$0
29. TOTAL ASSETS $28,091,964$27,836,594

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$0$0
31. Loans Payable9$0$0
32. Mortgages Payable $1,196,331$1,082,975
33. Other Liabilities10$50,546$42,468
34. TOTAL LIABILITIES $1,246,877$1,125,443
35. NET ASSETS$26,845,087$26,711,151
Form LM-2 (Revised 2003)

STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 038-392

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $12,694,355
37. Per Capita Tax $396,190
38. Fees, Fines, Assessments, Work Permits $63,569
39. Sale of Supplies $0
40. Interest $743,998
41. Dividends $120,536
42. Rents $402,163
43. Sale of Investments and Fixed Assets3$1,814,688
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$593,563
49. TOTAL RECEIPTS $16,829,062
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$6,316,516
51. Political Activities and Lobbying16$0
52. Contributions, Gifts, and Grants17$223,613
53. General Overhead18$2,525,768
54. Union Administration19$1,056,503
55. Benefits20$4,739,169
56. Per Capita Tax $30,519
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$3,708,340
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $64,377
64. On Behalf of Individual Members $0
65. Direct Taxes $537,717
  
66. Subtotal $19,202,522
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$2,680,577  
  67b. Less Total Disbursed$2,688,655  
  67c. Total Withheld But Not Disbursed -$8,078
68. TOTAL DISBURSEMENTS $19,210,600
Form LM-2 (Revised 2003)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 038-392

There was no data found for this schedule.

SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 038-392

There was no data found for this schedule.

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 038-392

Description (if land or buildings give location)
(A) 		Cost
(B) 		Book Value
(C) 		Gross Sales Price
(D) 		Amount Received
(E)
Total of all lines$1,649,001$1,627,942$1,814,688$1,814,688
BUILDING-421 WARD AVE, MAMARONECK, NY$300,000$300,000$397,229$397,229
U.S. TREASURY SECURITIES$838,789$838,789$856,891$856,891
MARKETABLE SECURITIES$489,153$489,153$554,068$554,068
AUTOMOBILE$21,059$0$6,500$6,500
14. Less Reinvestments$0
(Net Sales total will automatically entered in Item 43)15. Net Sales$1,814,688
Form LM-2 (Revised 2003)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 038-392

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines$3,708,340$3,708,340$3,708,340
BUILDING - 1157 MARYVALE DRIVE, CHEEKTOWAGA, NY$698,613$698,613$698,613
BUILDING IMPROVEMENTS$710,241$710,241$710,241
OTHER FIXED ASSETS$47,820$47,820$47,820
U.S. TREASURY SECURITIES$12,975$12,975$12,975
MARKETABLE SECURITIES$2,238,691$2,238,691$2,238,691
 14. Less Reinvestments$0
(Net Purchases total will automatically entered in Item 60)15. Net Purchases$3,708,340
Form LM-2 (Revised 2003)

SCHEDULE 5 - INVESTMENTS FILE NUMBER: 038-392

Description
(A) 		Amount
(B)
Marketable Securities 
1. Total Cost$4,777,527
2. Total Book Value$5,449,766
3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.  
  • .
$0
Other Investments 
4. Total Cost$3,958,024
5. Total Book Value$5,942,595
6. List each other investment which has a book value over $5000, of Line 5.  Also list each Trust which is an investment.  
  • BEACON ASSOCIATES LLC II
$4,442,595
  • NUVEEN TAX-ADV TOTAL RETURN, 20 SHARES
$500,000
  • PIMCO HIGH INCOME FUND SERIES W, 20 SHARES
$500,000
  • PIMCO HIGH INCOME FUND SERIES F, 20 SHARES
$500,000
7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $11,392,361
Form LM-2 (Revised 2003)

SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 038-392

Description
(A) 		Cost or Other Basis
(B) 		Total Depreciation or
Amount Expensed
(C) 		Book Value
(D) 		Value
(E)
1. 270 Motor Parkway, Hauppauge, NY$275,000 $275,000$275,000
3. 270 Motor Parkway, Hauppauge, NY$2,423,894$759,027$1,664,867$1,664,867
3. 1157 MARYVALE DR, CHEEKTOWAGA, NY 14225$698,613$11,644$686,969$686,969
3. 181 INDUSTRIAL PARK, HORSEHEADS, NY 14845$2,153,271$60,010$2,093,261$2,093,261
3. 1284 CENTRAL AVE, ALBANY, NY 12205$493,302$16,407$476,895$476,895
5. Automobiles and Other Vehicles$22,093$22,093$0$0
6. Office Furniture and Equipment$376,234$364,144$12,090$12,090
7. Other Fixed Assets$70,200$13,701$56,499$56,499
8. Totals of Lines 1 through 7 (Column(D) Total will be automatically entered in Item 27, Column(B))$6,512,607$1,247,026$5,265,581$5,265,581
Form LM-2 (Revised 2003)

SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 038-392

There was no data found for this schedule.

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 038-392

There was no data found for this schedule.

SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 038-392

There was no data found for this schedule.

SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 038-392

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))$42,468
PAYROLL WITHHOLDINGS$42,468
Form LM-2 (Revised 2003)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 038-392

(A)
Name		(B)
Title		(C)
Status		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances
Disbursed 		(F)
Disbursements for Official Business 		(G)
Other
Disbursements not reported in
(D) thru (F) 		(H)
TOTAL
A
B
C 		John     Fuchs
Exec Secy/Treas
C		$279,879$0$4,483$0$284,362
I
Schedule 15
Representational Activities 		20 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		5 % Schedule 19
Administration 		75 %
A
B
C 		Patrick     Morin
President
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Kevin     Hicks
Vice President
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		John     Simmons
Trustee
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		David     Haines
Trustee
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		William     Weitzman
Trustee
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Francis     Wirt
Warden
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
A
B
C 		Michael     Conroy
Conductor
C		$0$0$0$0$0
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		100 %
Total Officer Disbursements$279,879$0$4,483$0$284,362
Less Deductions    $132,350
Net Disbursements    $152,012
Form LM-2 (Revised 2003)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 038-392

(A)
Name		(B)
Title		(C)
Other Payer		 (D)
Gross Salary
Disbursements
(before any
deductions) 		(E)
Allowances Disbursed 		(F)
Disbursements for Official Business 		(G)
Other Disbursements not reported in
(D) thru (F) 		(H)
TOTAL
A
B
C 		Jeffrey   S   Aiken
Business Repr
None		$70,011$0$6,641$0$76,652
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		David   P   Alexander
Business Repr
None		$70,011$0$6,929$0$76,940
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		William   R   Banfield
Business Repr
None		$113,628$0$6,507$0$120,135
I
Schedule 15
Representational Activities 		89 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		11 %
A
B
C 		Todd   A   Banks
Business Repr
None		$84,787$0$7,103$0$91,890
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Michael   A   Barczys
Business Repr
None		$70,011$0$7,207$0$77,218
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Douglas   C   Blacklock
Business Repr
None		$77,021$0$357$0$77,378
I
Schedule 15
Representational Activities 		94 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		6 %
A
B
C 		Katherine   E   Boccia
Business Repr
None		$68,817$0$8,005$0$76,822
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Daryl   T   Bodewes
Business Repr
None		$70,011$0$7,415$0$77,426
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Hope   M   Brady
Collections Manager
None		$43,045$0$1,151$0$44,196
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Thomas   W   Burke
Business Repr
None		$101,025$0$8,124$0$109,149
I
Schedule 15
Representational Activities 		100 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		0 %
A
B
C 		Joanna   T   Burvenich
Office Staff
None		$48,995$0$197$0$49,192
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Jean     Caboara
Office Staff
None		$46,345$0$0$0$46,345
I
Schedule 15
Representational Activities 		0 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		100 % Schedule 19
Administration 		0 %
A
B
C 		Daniel   J   Cleveland
Business Repr
None		$77,021$0$27$0$77,048
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Scott   D   Colton
Business Repr
None		$70,011$0$7,119$0$77,130
I
Schedule 15
Representational Activities 		96 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		4 %
A
B
C 		Michael     Conroy
Director of Organizing
None		$192,405$0$4,802$0$197,207
I
Schedule 15
Representational Activities 		86 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		14 %
A
B
C 		Edward   P   Cooke
Business Repr
None		$120,244$0$34$0$120,278
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Richard   J   Craven
Business Repr
None		$93,502$0$7,511$0$101,013
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Michael   J   Donvito
Business Repr
None		$35,017$0$6,923$0$41,940
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		15 %
A
B
C 		Christopher   P   Dugan
Business Repr
None		$16,653$0$3,472$0$20,125
I
Schedule 15
Representational Activities 		95 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		5 %
A
B
C 		Michael   S   Dye
Asst-Director Organizing
None		$102,044$0$10,132$0$112,176
I
Schedule 15
Representational Activities 		90 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		Alan     Ehl
Regional Director
None		$171,341$0$2,087$0$173,428
I
Schedule 15
Representational Activities 		79 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		21 %
A
B
C 		Edward   J   Enders
Dispatcher
None		$85,832$0$18$0$85,850
I
Schedule 15
Representational Activities 		0