2026-09-01T12:22:34-05:00 2025-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2025-01-01 042280400 NEW ENGLAND MECHANICAL CONTRACTING INDUSTRY IMPROVEMENT FUND NEWE 6174054221 1266 FURNACE BROOK PARKWAY 20 QUINCY MA 02169 STEPHEN AFFANATO EXECUTIVE VICE PRESIDENT 6174054221 2026-08-24 1 JEANNIE MICKEL P01058630 9789751099 2025 STEPHEN AFFANATO 1266 FURNACE BROOK PARKWAY 20 QUINCY MA 02169 2405021 0 X WWW.NEMCA.ORG X 1977 MA TO DEVELOP THE MECHANICAL CONTRACTING INDUSTRY AND TO PROMOTE THE INTEREST AND WELFARE TO ITS MEMEBERS TO PROVIDE TRAINING AND JOB AWARENESS PROGRAMS. 9 9 0 0 0 0 0 0 1243748 1335009 123324 125991 0 0 1367072 1461000 64500 62500 0 0 0 0 0 0 0 1434185 1521466 1498685 1583966 -131613 -122966 2512639 2415401 10272 7229 2502367 2408172 TO DEVELOP THE MECHANICAL CONTRACTING INDUSTRY AND TO PROMOTE THE INTEREST AND WELFARE TO ITS MEMEBERS TO PROVIDE TRAINING AND JOB AWARENESS PROGRAMS. 0 0 TO DEVELOP THE MECHANICAL CONTRACTING INDUSTRY AND TO PROMOTE THE INTEREST AND WELFARE TO ITS MEMEBERS TO PROVIDE TRAINING AND JOB AWARENESS PROGRAMS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X STEPHEN AFFANATO 6174054221 1266 FURNACE BROOK PARKWAY 20 QUINCY MA 02169 ROBERT GALLAGHER CHAIRMAN 2.50 2.50 X X 0 0 0 ROBERT BOLTON TRUSTEE 2.50 2.50 X 0 0 0 DAVID CANNISTRARO TRUSTEE 2.50 2.50 X 0 0 0 FREDRIC DORCI TRUSTEE 2.50 2.50 X 0 0 0 WILLIAM LYNCH TRUSTEE 2.50 2.50 X 0 0 0 EDWARD MARKS TRUSTEE 2.50 2.50 X 0 0 0 JOHN CANAVAN TRUSTEE 2.50 2.50 X 0 0 0 MICHAEL GRINNELL TRUSTEE 2.50 2.50 X 0 0 0 MICHAEL MACHADO TRUSTEE 2.50 2.50 X 0 0 0 STEPHEN AFFANATO EXECUTIVE VICE PRESIDENT 2.50 42.50 X 0 255591 52582 0 255591 52582 0 0 1 0 NEW ENGLAND MECHANICAL CONTRACTORS ASSOC 1266 FURNACE BROOK PARKWAY SUITE 20 QUINCY MA 02169 ADMINISTRATIVE 660000 1 CONTRACTOR CONTRIBUTIONS 813930 1335009 1335009 1335009 51252 51252 1018760 944021 74739 74739 74739 1461000 1335009 0 125991 X 62500 1000 9117 5732 54133 660000 TRANSFER TO RELATED ORG 300000 MEMBERSHIP MEETINGS AND 120726 EDUCATION AND PROFESSIO 116748 MEMBERSHIP DUES 78000 176010 1583966 326851 397780 110029 88566 10653 55000 918665 1103964 1137818 760467 8623 9624 2512639 2415401 10272 7229 10272 7229 X 2502367 2408172 2502367 2408172 2512639 2415401 -122966 28771 0 X X 0 1 X 1 0 0 US TREASURY NOTE 1.625% 121352 F USTN 2.875 70717 F BOSTON TRUST EQUITY FUND 568398 F 760467 X 1484039 28771 28771 1455268 5732 5732 1461000 1578234 0 1578234 5732 5732 1583966 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 EDUCATIONAL MERIT AWARDS FOR STUDENTS 32 62500 PART I, LINE 2: THE SCHOLARSHIP MERIT AWARD PROGRAM OFFERS A ONE YEAR SCHOLARSHIP TO CHILDREN WHO HAVE A GUARDIAN THAT IS EMPLOYED BY ONE OF THE ORGANIZATION'S MEMBERS. TO BE ELIGIBLE A APPLICANT MUST BE A GRADUATE OF HIGH SCHOOL, OR A HIGH SCHOOL SENIOR ACCEPTED TO A COLLEGE, A COLLEGE STUDENT OR A GRADUATE SCHOOL STUDENT. THE AWARDEES ARE ALLOWED TO REAPPLY AS LONG AS THEY ARE A FULL TIME COLLEGE OR GRADUATE STUDENT. AN INDEPENDENT ENTITY REVIEWS THE APPLICATIONS AND PRESENTS A LIST OF INDIVIDUALS SELECTED TO RECEIVE THE SCHOLARSHIP. APPLICANTS ARE INFORMED IF THEY ARE AWARDED WITH A SCHOLARSHIP PRIOR TO JANUARY. IN ORDER TO RECEIVE THE SCHOLARSHIP THE AWARDEE IS REQUIRED TO SEND THEIR TRANSCRIPTS FOR EACH SEMESTER. THE TRANSCRIPTS ARE REVIEWED AND THE SCHOLARSHIP IS SENT TO THE AWARDEE. THE AWARDS ARE FOR THE PRIOR YEAR'S SCHOOL YEAR. THE BOARD OF DIRECTORS DECIDE ON A CASE BY CASE BASIS IF A SCHOLARSHIP WILL BE PAID IN AN AMOUNT OTHER THAN ONE INSTALLMENT AND IF THE STUDENT DID NOT SUBMIT GRADES. X X 0 0 0 STEPHEN AFFANATO EXECUTIVE VICE PRESIDENT 0 255591 0 0 0 0 0 13950 0 38632 0 308173 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEWS AND APPROVES 990 PRIOR TO FILING. THE BOARD THEN AUTHORIZES EXECUTIVE DIRECTOR TO SUBMIT 990. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE FUND'S CONFLICT OF INTEREST POLICY IS REVIEWED BY ALL OFFICERS AND DIRECTORS. THE POLICY IS READ AND A STATEMENT IS SIGNED INDICATING THAT THEY UNDERSTAND THE POLICY, HAVE REPORTED ALL POTENTIAL CONFLICTS WITHIN THE PAST YEAR ACCORDING TO THE POLICY AND WILL REPORT ALL POTENTIAL CONFLICTS DURING THE COMING YEAR. ALL POTENTIAL CONFLICTS ARE EVALUATED AND REVIEWED BY THE BOARD TO DETERMINE IF A CONFLICT ACTUALLY EXISTS IN THOSE INSTANCES WHERE THE POTENTIAL TRANSACTION IS A CONFLICT THE BOARD EXAMINES THE TRANSACTION AND A VOTE IS TAKEN (THOSE INVOLVED DO NOT VOTE) AS TO WHETHER THE TRUST WILL ENTER THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SET BY THE BOARD OF DIRECTORS AND TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO PUBLIC FORM 990, PART IX, LINE 24E CHARITABLE CONTRIBUTIONS 70,700. INDUSTRY PROMOTION 49,235. LEGISTATIVE LIASION 35,555. DRUG TESTING 20,520. PART XII LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR NEW ENGLAND MECHANCIAL CONTRACTORS ASSOCIATION INC 1266 FURNANCE BROOK PARKWAY SUITE 2 QUINCY MA 02169 041431170 ADMINISTRATIVE SUPPORT MA 501(C)(6) 0 AIR CONDITIONING AND REFRIGERATION PROMOTION FUND 1266 FURNANCE BROOK PARKWAY SUITE 2 QUINCY MA 02169 222509619 PROMOTION AND ADVANCEMENT MA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 NEW ENGLAND MECHANICAL CONTRACTIONS ASSOCIATION INC M 660000 ACTUAL NEW ENGLAND MECHANICAL CONTRACTIONS ASSOCIATION INC M 78000 ACTUAL NEW ENGLAND MECHANICAL CONTRACTIONS ASSOCIATION INC P 170576 ACTUAL NEW ENGLAND MECHANICAL CONTRACTIONS ASSOCIATION INC P 300000 ACTUAL AIR CONDITIONING AND REFRIGERATION PROMOTION FUND R 42000 ACTUAL AIR CONDITIONING AND REFRIGERATION PROMOTION FUND Q 18000 ACTUAL