IRON WORKERS DISTRICT COUNCIL OF WESTERN NY & VICINITY WELFARE PLAN: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IRON WORKERS DISTRICT COUNCIL OF WESTERN NY & VICINITY WELFARE PLAN (EIN 16-0776208)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-22
- IRS object ID
- 202011749349300466
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-22T10:11:40-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471793720 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCARA ZUCARELLI LENDA & ASSOC CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5214 MAIN ST STE 200 | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160776208 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON WORKERS DISTRICT COUNCIL OF | BusinessNameLine1Txt |
| Business Name Line2 | WESTERN NY & VICINITY WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRON | BusinessNameControlTxt |
| Phone | 5854243510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3445 WINTON PLACE SUITE 238 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146232950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE RANELLI | PersonNm |
| Person Title | ADMIN. MANAGER | PersonTitleTxt |
| Phone | 5854243722 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID ARCARA CPA | PreparerPersonNm |
| PTIN | P00165827 | PTIN |
| Phone | 7166342722 | PhoneNum |
| Preparation | 2020-06-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.75.228.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-22 | IPDt |
| IP Tm | 10:11:40 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 73E0D1874E64C0E4C830CCCB74E9C2C0F6B73C05 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12DF439039F5393215D84D515F4D9273410A213D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | SUZANNE RANELLI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3445 WINTON PLACE SUITE 238 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146232950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,079,690 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.IRONWORKERSDCWNY.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE WELFARE BENEFITS TO UNION IRON WORKERS AND THEIR BENEFICIARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,240,175 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,647,637 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,634 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,847 | CYInvestmentIncomeAmt |
| PY Other Revenue | $296,703 | PYOtherRevenueAmt |
| CY Other Revenue | $320,473 | CYOtherRevenueAmt |
| PY Total Revenue | $4,566,512 | PYTotalRevenueAmt |
| CY Total Revenue | $5,025,957 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $2,797,691 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $2,834,095 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $328,073 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $336,989 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $900,205 | PYOtherExpensesAmt |
| CY Other Expenses | $884,596 | CYOtherExpensesAmt |
| PY Total Expenses | $4,025,969 | PYTotalExpensesAmt |
| CY Total Expenses | $4,055,680 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $540,543 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $970,277 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,120,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,565,145 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $95,140 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $125,240 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,025,441 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,439,905 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE WELFARE BENEFITS TO UNION IRON WORKERS AND THEIR BENEFICIARIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | THE WELFARE FUND PROVIDED SUPPLEMENTAL DISABILITY, MAJOR MEDICAL, HOSPITALIZATION, OPTICAL, PRESCRIPTION DRUG, DEATH BENEFITS AND WAGE REPLACEMENT BENEFITS TO ELIGIBLE MEMBERS OF PARTICIPATING IRON WORKERS UNIONS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 121 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE RANELLI | PersonNm |
| Phone | 5854243510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3445 WINTON PLACE SUITE 238 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146232950 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SCOTT GARDNER | ||||||
| LABOR TRUSTE | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BRYDGES | ||||||
| LABOR TRUSTE | Yes (X) | $0 | $0 | $0 | ||
| KELLY GILLIGAN | ||||||
| MANAGEMENT T | Yes (X) | $0 | $0 | $0 | ||
| THOMAS P THOMAS | ||||||
| LABOR TRUSTE | Yes (X) | $0 | $0 | $0 | ||
| HL STEPHENSON | ||||||
| MANAGEMENT T | Yes (X) | $0 | $0 | $0 | ||
| TOM DICKEY | ||||||
| MANAGEMENT T | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE RANELLI | ||||||
| ADMIN. MANAG | $61,116 | $0 | $21,446 | 16.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $61,116 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $21,446 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $4,504,871 | $4,504,871 |
| EMPLOYEE CONTRIBUTIONS | 900099 | $142,766 | $142,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,647,637 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,403 | TotalRevenueColumnAmt |
| Exclusion | $60,403 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,051,177 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,053,733 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,556 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,556 | TotalRevenueColumnAmt |
| Exclusion | -$2,556 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SHARED ADMIN SERVICES | 900099 | $316,177 | $316,177 |
| SUNDRY | 900099 | $2,196 | $2,196 |
| EMPLOYER INT./LIQUID. DAMAGES | 900099 | $2,100 | $2,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $320,473 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,025,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,968,110 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $57,847 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,834,095 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,561 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,763 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,566 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,674 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,425 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,171 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,753 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,244 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,405 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,789 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,832 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,359 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,025 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,518 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,916 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,840 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| NYSHCRA SURCHARGES | $106,699 |
| ACA FEES | $2,045 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,055,680 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,738 | BOYAmt |
| EOY | $255,082 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,571 | BOYAmt |
| EOY | $337,109 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,263 | BOYAmt |
| EOY | $554,738 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,700 | BOYAmt |
| EOY | $32,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $280,090 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $265,739 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,724 | BOYAmt |
| EOY | $14,351 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,727 | BOYAmt |
| EOY | $1,873,495 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,858 | BOYAmt |
| EOY | $497,670 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,120,581 | BOYAmt |
| EOY | $3,565,145 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,695 | BOYAmt |
| EOY | $105,984 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,445 | BOYAmt |
| EOY | $15,654 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,602 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,140 | BOYAmt |
| EOY | $125,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,025,441 | BOYAmt |
| EOY | $3,439,905 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,025,441 | BOYAmt |
| EOY | $3,439,905 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,120,581 | BOYAmt |
| EOY | $3,565,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $970,277 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $87,345 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $356,842 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,941 | DepreciationAmt |
| Book Value | $3,016 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,133 | OtherCostOrOtherBasisAmt |
| Depreciation | $263,798 | DepreciationAmt |
| Book Value | $11,335 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,351 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE TO/FROM RELATED PARTIES | $483,038 |
| RESERVE FOR LIFE INS. CLAIMS | $8,000 |
| ACCRUED INCOME RECEIVABLE | $6,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $497,670 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| Amt | $3,602 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,602 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,787,720 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $87,345 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $87,345 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,700,375 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,405 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $316,177 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $325,582 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,025,957 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,730,098 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,730,098 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,405 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $316,177 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $325,582 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,055,680 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. PLAN MANAGEMENT BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO JUNE 30, 2016. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | REIMBURSED ADMINISTRATIVE EXPENSES 316,177 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | REIMBURSED ADMINISTRATIVE EXPENSES 316,177 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM B | SUBSEQUENT TO JUNE 30, 2019 AND AFTER FORM 990 WAS FILED FOR 2018 IT WAS DETERMINED THAT THE CALCULATION OF SHARED COST EXPENSE CHARGED BY THE PLAN TO RELATED ENTITIES EXCLUDED THE COST OF A BENEFIT OFFERED TO SHARED EMPLOYEES OF THE PLAN GOING BACK TO THE YEAR ENDED JUNE 30, 2003. FORM 990 FOR YEAR ENDED JUNE 30, 2019 IS BEING AMENDED TO INCLUDE THE ADJUSTMENT TO THE ACTIVITY IN THE CURRENT FISCAL YEAR, AS WELL AS TO RECORD A PRIOR PERIOD ADJUSTMENT FOR THE CUMULATIVE EFFECT OF THE ADDITIONAL AMOUNTS CHARGED TO THE AFFILIATED ENTITIES FOR YEARS ENDED JUNE 30, 2018 AND PRIOR. THE ADJUSTMENTS INCLUDE ADDITIONAL SHARED COSTS RECEIVABLE AND INTEREST ON THE SHARED COSTS RECEIVABLE. |
| FORM 990, PAGE 6, PART VI, LINE 9 | SCOTT GARDNER 650 TRABOLD ROAD ROCHESTER, NY 14624 SCOTT BRYDGES 412 39TH STREET NIAGARA FALLS, NY 14303 KELLY GILLIGAN 7819 STATE ROUTES 5 & 20 BLOOMFIELD, NY 14469 THOMAS P. THOMAS 10 MAIN STREET, SUITE 100 WHITESBORO, NY 13492 H.L. STEPHENSON 8 KING ROAD CHURCHVILLE, NY 14428 TOM DICKEY 5285 UPPER MT. ROAD LOCKPORT, NY 14094 |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS CIRCULATED TO ALL BOARD OF TRUSTEES VIA E-MAIL. CONFIRMATION OF APPROVAL IS RECEIVED PRIOR TO FILING THE FORM. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE FUND REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUESTING THAT AN ANNUAL ACKNOWLEDGEMENT FORM BE SIGNED AND SUBMITTED BY EACH TRUSTEE. IF ANY POTENTIAL CONFLICTS ARE DISCLOSED, THE TRUSTEES WILL DETERMINE WHETHER FURTHER FACTS AND FOLLOW-UP QUESTIONS ARE NECESSARY TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. IN ADDITION, ON AN ANNUAL BASIS, MANAGEMENT REMINDS EACH INDIVIDUAL WHO IS SUBJECT TO THE POLICY OF THE NEED TO AVOID ANY BUSINESS CONFLICTS WITH THE FUND AND TO DIVULGE IMMEDIATELY ANY MATTER WHICH MAY GIVE RISE TO A CONFLICT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF TRSUTEES REVIEWS AND APPROVES THE COMPENSATION PACKAGE FOR THE ADMINISTRATIVE MANAGER AND SUPPORT STAFF. THE FUND PAYS THE FULL SALARY AND BENEFITS FOR THE ADMINISTRATIVE MANAGER AND SUPPORT STAFF. SUCH COMPENSATION IS ALLOCATED TO AFFILIATED FUNDS UNDER A COST SHARING AGREEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | REIMBURSED ADMINISTRATIVE EXPENSES -316,177 REIMBURSED ADMINISTRATIVE EXPENSES 316,177 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| IRON WORKERS LOCAL UNION 9 | |||||||||
| 412 39TH STREET | NIAGARA FALLS | NY | 14303 | 160571742 | UNION | NY | 501C5 | N/A | false |
| IRON WORKERS LOCAL UNION 33 | |||||||||
| 650 TRABOLD ROAD | ROCHESTER | NY | 14624 | 160492630 | UNION | NY | 501C5 | N/A | false |
| IRON WORKERS LOCAL UNION 440 | |||||||||
| 10 MAIN STREET SUITE 100 | WHITESBORO | NY | 13492 | 150310328 | UNION | NY | 501C5 | N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (69 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|
| AAA REINFORCING LLC | ||
| CONTRACTOR | N/A | false |
| ACE ARCHITECTURAL | ||
| CONTRACTOR | N/A | false |
| AJAY GLASS & MIRROR CO | ||
| CONTRACTOR | N/A | false |
| ALLIED POWER | ||
| CONTRACTOR | N/A | false |
| AMERICAN BRIDGE COMPANY | ||
| CONTRACTOR | N/A | false |
| AMERICAN IRON INC | ||
| CONTRACTOR | N/A | false |
| APOLLO DISMANTLING SERVICES | ||
| CONTRACTOR | N/A | false |
| APOLLO STEEL CORPORATION | ||
| CONTRACTOR | N/A | false |
| BARNHART CRANE & RIGGING CO | ||
| CONTRACTOR | N/A | false |
| BARNHART NORTHEAST | ||
| CONTRACTOR | N/A | false |
| BEREZA IRON WORKS | ||
| CONTRACTOR | N/A | false |
| BISON SHEETING INC | ||
| CONTRACTOR | N/A | false |
| BOULTER INDUSTRIAL CONTRACTORS | ||
| CONTRACTOR | N/A | false |
| BURT CRANE & RIGGING | ||
| CONTRACTOR | N/A | false |
| BVR CONSTRUCTION COMPANY INC | ||
| CONTRACTOR | N/A | false |
| C P WARD INC | ||
| CONTRACTOR | N/A | false |
| CBIAPTIM | ||
| CONTRACTOR | N/A | false |
| COBRA INDUSTRIAL MAINTENANCE | ||
| CONTRACTOR | N/A | false |
| CONTOUR STEEL CO | ||
| CONTRACTOR | N/A | false |
| D A COLLINS CONSTRUCTION COM | ||
| CONTRACTOR | N/A | false |
| DANKO CONSTRUCTION CORP | ||
| CONTRACTOR | N/A | false |
| DELROSE CONSTRUCTION COMPANY | ||
| CONTRACTOR | N/A | false |
| DMYLES INC | ||
| CONTRACTOR | N/A | false |
| EJ CONSTRUCTION GROUP INC | ||
| CONTRACTOR | N/A | false |
| ELDERLEE INC | ||
| CONTRACTOR | N/A | false |
| EMPIRE DISMANTLEMENT CORP | ||
| CONTRACTOR | N/A | false |
| FLOWER CITY GLASS COMPANY | ||
| CONTRACTOR | N/A | false |
| FOX FENCE INC | ||
| CONTRACTOR | N/A | false |
| FRIEND COMMERCIAL CONTRACTING | ||
| CONTRACTOR | N/A | false |
| G & J CONTRACTING INC | ||
| CONTRACTOR | N/A | false |
| GITZEN COMPANY INC | ||
| CONTRACTOR | N/A | false |
| HOHL INDUSTRIAL SERVICES INC | ||
| CONTRACTOR | N/A | false |
| IROQUOIS BAR CORP | ||
| CONTRACTOR | N/A | false |
| J & J CONSTR & RIGGING INC | ||
| CONTRACTOR | N/A | false |
| KING INDUSTRIES | ||
| CONTRACTOR | N/A | false |
| LILJA CORP | ||
| CONTRACTOR | N/A | false |
| LONGHOUSE CONSTRUCTION GROUP | ||
| CONTRACTOR | N/A | false |
| LORAN CONSTRUCTION INC | ||
| CONTRACTOR | N/A | false |
| MRL CONSTRUCTORS OF NY | ||
| CONTRACTOR | N/A | false |
| MURNANE CONSTRUCTION SERVICES | ||
| CONTRACTOR | N/A | false |
| NIAGARA ERECTING INC | ||
| CONTRACTOR | N/A | false |
| NORTH KNIGHT LOGISTICS INC | ||
| CONTRACTOR | N/A | false |
| NORTHEAST CARPENTERS | ||
| CONTRACTOR | N/A | false |
| NORTHEAST RIGGERS & ERECTORS | ||
| CONTRACTOR | N/A | false |
| NORTHERN STUD WELDING LLC | ||
| CONTRACTOR | N/A | false |
| PLUMBERS & STEAMFITTERS LOCAL | ||
| CONTRACTOR | N/A | false |
| PRECAST SERVICES INC | ||
| CONTRACTOR | N/A | false |
| PUTRELO BLDG ENTERPRISES INC | ||
| CONTRACTOR | N/A | false |
| RIG-ALL INC | ||
| CONTRACTOR | N/A | false |
| ROCHESTER RIGGING & ERECTORS | ||
| CONTRACTOR | N/A | false |
| ROUNDPOINT CONSTRUCTION | ||
| CONTRACTOR | N/A | false |
| SECURITY SYSTEMS INC | ||
| CONTRACTOR | N/A | false |
| SENECA STEEL ERECTORS INC | ||
| CONTRACTOR | N/A | false |
| SEVENSON ENVIRONMENTAL CORP | ||
| CONTRACTOR | N/A | false |
| SMOKIN JOE'S | ||
| CONTRACTOR | N/A | false |
| SMP WELDING LLC | ||
| CONTRACTOR | N/A | false |
| SOLVAY IRON WORKS | ||
| CONTRACTOR | N/A | false |
| SPECIALTY ERECTORS CO INC | ||
| CONTRACTOR | N/A | false |
| STATE GROUP | ||
| CONTRACTOR | N/A | false |
| STEEL TECH FABRICATORS | ||
| CONTRACTOR | N/A | false |
| STRUCTURAL SERVICES INC | ||
| CONTRACTOR | N/A | false |
| TIE STEEL CORP | ||
| CONTRACTOR | N/A | false |
| TITAN STEEL CORPORATION | ||
| CONTRACTOR | N/A | false |
| TITCHENER IRON WORKS INC | ||
| CONTRACTOR | N/A | false |
| TJ FIACCO CONSTRUCTION LLC | ||
| CONTRACTOR | N/A | false |
| VAUGHAN DOOR CENTER INC | ||
| CONTRACTOR | N/A | false |
| WHITACRE ENGINEERING CO | ||
| CONTRACTOR | N/A | false |
| WILTSIE CONSTRUCTION COMPANY | ||
| CONTRACTOR | N/A | false |
| WOODSMITH FENCE CORP | ||
| CONTRACTOR | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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