INTERNATIONAL UNION OF OPERATING: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL UNION OF OPERATING (EIN 38-2243531)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-15
- IRS object ID
- 201312279349300606
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-08-15T07:04:39-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE COURT SUITE 500 | AddressLine1 |
| City | AUBURN HILLS | City |
| State | MI | State |
| ZIP Code | 48326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382243531 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION OF OPERATING | BusinessNameLine1 |
| Business Name Line2 | ENGINEERS LOCAL 324 HEALTH & WELFARE FUN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 2484510324 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 HULET DRIVE | AddressLine1 |
| City | BLOOMFIELD TOWNSHIP | City |
| State | MI | State |
| ZIP Code | 48302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS BARKER | Name |
| Title | CHAIRMAN | Title |
| Phone | 2484510324 | Phone |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNNE HUISMANN | Name |
| PTIN | P00053811 | PTIN |
| Phone | 2483757100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS BARKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 HULET DRIVE | AddressLine1 |
| City | BLOOMFIELD TOWNSHIP | City |
| State | MI | State |
| ZIP Code | 48302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13367360 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | HEALTH AND WELFARE TRUST FUND PROVIDING MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10214072 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10473770 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 67825 | InvestmentIncomePriorYear |
| Investment Income Current Year | 104271 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3211 | OtherRevenuePriorYear |
| Other Revenue Current Year | 21516 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10285108 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10599557 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 8657082 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 8357598 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 892531 | OtherExpensePriorYear |
| Other Expenses Current Year | 841369 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9549613 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9198967 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 735495 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1400590 | RevenuesLessExpensesCY |
| Total Assets BOY | 5630135 | TotalAssetsBOY |
| Total Assets EOY | 7505411 | TotalAssetsEOY |
| Total Liabilities BOY | 2179329 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2653634 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3450806 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4851777 | NetAssetsOrFundBalancesEOY |
| Mission Description | NONE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | COLLECTION OF CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AND REMITTANCE OF PREMIUMS AND CLAIMS TO INSURANCE COMPANIES AND CONTRACT BENEFIT ADMINISTRATORS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUTOMATED BENEFIT SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5866934844 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8220 IRVING ROAD | AddressLine1 |
| City | STERLING HEIGHTS | City |
| State | MI | State |
| ZIP Code | 48312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| RYAN DUNN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TOM SCOTT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JIM ARINI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS BARKER | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| JOHN HEALY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | |||||
| PO BOX 2500 | DETROIT | MI | 48231 | ADMIISTRATION AND STOP LOSS FEES FOR HEA | 510574 |
| AUTOMATED BENEFIT SERVICES INC | |||||
| 8220 IRVING | STERLING HEIGHTS | MI | 48312 | ADMINISTRATION OF HEALTH BENEFITS | 196357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMPLOYER CONTRIBUTIONS | Description |
| Business Code | 811000 | BusinessCode |
| Total Revenue Column | 10473770 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10473770 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10473770 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108725 | TotalRevenueColumn |
| Exclusion | $108,725 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2763349 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2767803 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -4454 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4454 | TotalRevenueColumn |
| Exclusion | -$4,454 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LIQUIDATED DAMAGES | 900099 | 19761 | 19761 |
| BAD DEBT RECOVERIES | 900099 | 1755 | 1755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21516 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10599557 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10495286 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $104,271 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8357598 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 706931 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78120 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19000 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14002 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4545 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14188 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| BANK CHARGES | 3542 |
| MISCELLANEOUS | 1041 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9198967 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402935 | BOY |
| EOY | 939998 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4191796 | BOY |
| EOY | 5381378 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179673 | BOY |
| EOY | 249172 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 855731 | BOY |
| EOY | 934863 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5630135 | BOY |
| EOY | 7505411 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 449999 | BOY |
| EOY | 968371 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1729330 | BOY |
| EOY | 1685263 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2179329 | BOY |
| EOY | 2653634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3450806 | BOY |
| EOY | 4851777 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3450806 | BOY |
| EOY | 4851777 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5630135 | BOY |
| EOY | 7505411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1400590 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 381 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CLAIMS INCURRED BUT NOT YET REPORTED | $651,300 |
| FUTURE BENEFITS | $1,033,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1685263 | TotalOfAmounts |
| Total Revenue | 10599557 | TotalRevenue |
| Total Expenses | 9198967 | TotalExpenses |
| Excess Or Deficit For Year | 1400590 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -23688 | NetUnrealizedGLOnInvestments |
| Other | $24,069 | OtherAmount |
| Total Adjustments | 381 | TotalAdjustments |
| Excess Or Deficit Per FS | 1400971 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10574114 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -23688 | NetUnrealizedGainsInvestments |
| Other Revenues | -1755 | OtherRevenues |
| Revenue Not Rptd F990 | -25443 | RevenueNotRptdF990 |
| Revenue Subtotal | 10599557 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10599557 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9197212 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -1755 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -1755 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9198967 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9198967 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE, AND THE FUND'S MANAGEMENT BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE TRUSTS' TAX POSITION AND DOES NOT BELIEVE THE TURST HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE FUND ADMINISTRATOR BELIEVES THE FUND IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS 24,069. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT RECOVERIES -1,755. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT RECOVERIES -1,755. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED AND APPROVED BY THE CHAIRMAN, SUBJECT TO REVIEW BY AND APPROVAL OF FUND LEGAL COUNSEL. | |
| PART VI, LINE 12B | ANNUALLY, EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE LOCATED AT THE FUND OFFICE UPON REQUEST. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. THE FUND DOES NOT HAVE A CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -23,688. CHANGE IN BENEFIT OBLIGATIONS 24,069. TOTAL TO FORM 990, PART XI, LINE 5: 381. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 324 STATIONARY ENGINEERS' | |||||||||
| 500 HULET DRIVE | BLOOMFIELD TOWNSHIP | MI | 48302 | 237109957 | TO PROVIDE TRAINING PROGRAMS FOR MEMBERS | MI | 501 (C) 3 | 2 | 1 |
| INTERNATIONAL UNION OF OPERATING ENGINEERS' LOCAL 324 RETIREMENT TRUST FUND | |||||||||
| 500 HULET DRIVE | BLOOMFIELD TOWNSHIP | MI | 48302 | 383685356 | TO PROVIDE RETIREMENT BENEFITS FOR MEMBERS | MI | 501 (A) | 1 | |
| OPERATING ENGINEERS LOCAL 324 STATE OF MICHIGAN POLITICAL ACTION COMMITTEE | |||||||||
| 500 HULET DRIVE | BLOOMFIELD TOWNSHIP | MI | 48302 | 383237248 | TO MONITOR POLITICAL ACTIVITES AFFECTING MEMBERS | MI | 527 | 1 | |
| VILLAGE OF DUNDEE | |||||||||
| 350 W MONROE STREET | DUNDEE | MI | 48131 | 386007175 | MI | 0 | |||
| VILLAGE OF CARLETON | |||||||||
| PO BOX 376 | CARLETON | MI | 48117 | 386007160 | MI | 0 | |||
| SOUTH MACOMB SANITARY DISTRICT | |||||||||
| 20001 PLEASANT ROAD | ST CLAIR SHORES | MI | 48080 | 386019655 | MI | 0 | |||
| CHARTER TOWNSHIP OF EAST CHINA | |||||||||
| 5111 RIVER ROAD | EAST CHINA | MI | 48054 | 386024028 | MI | 0 | |||
| METRO DET AREA HOSP SERVICES | |||||||||
| 4645 OAKMAN BLVD | DETROIT | MI | 48204 | 381958953 | MI | 0 | |||
| IUOE LOCAL 547 | |||||||||
| 8220 IRVING ROAD | STERLING HEIGHTS | MI | 48312 | MI | 0 | ||||
| BERLIN CHARTER TOWNSHIP | |||||||||
| 8000 SWAN VIEW RD | NEWPORT | MI | 48166 | MI | 0 | ||||
| FRANKLIN HILLS COUNTRY CLUB | |||||||||
| PO BOX 250545 | FRANKLIN | MI | 48025 | MI | 0 | ||||
| DETROIT ATHLETIC CLUB | |||||||||
| 241 MADISON AVENUE | DETROIT | MI | 48226 | 380477160 | MI | 0 | |||
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|
| J&J BMAR JOINT VENTURE LLC | ||||||
| 3755 S CAPITAL OF TEXAS HW STE 355 | AUSTIN | TX | 78704 | 742928507 | TX | N/A |
| SOMERSET INN LLC | ||||||
| 2601 WE BIG BEAVER ROAD | TROY | MI | 48084 | 203279496 | MI | N/A |
| ATMOSPHERE HOSPITALITY | ||||||
| 600 TOWNE CENTER DRIVE | DEARBORN | MI | 48126 | 273290208 | MI | N/A |
| HINES DETROIT SERVICES LLC | ||||||
| 1 CAMPUS MARTIUS | DETROIT | MI | 48226 | 721550326 | TX | N/A |
| HINES INTERESTS LIMITED PARTNERSHIP | ||||||
| 2 WOODWARD AVE STE 1316 | DETROIT | MI | 48226 | 760293595 | TX | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|
| W J O'NEIL COMPANY | |||||
| 35457 INDUSTRIAL ROAD | LIVONIA | MI | 48150 | 382489126 | MI |
| 450 TEMPLE INC | |||||
| 500 TEMPLE AVE | DETROIT | MI | 48201 | 382146868 | MI |
| JACOBS INDUSTRIAL SERVICES INC | |||||
| 4949 ESSEN LANE | BATON ROUGE | LA | 70809 | 720403456 | CA |
| JONES LANG LASALLE | |||||
| 2661 N PEARL ST 367 | TACOMA | WA | 98407 | WA | |
| MARRIOTT COURTYARD HOTEL | |||||
| 333 EAST JEFFERSON AVENUE | DETROIT | MI | 48226 | MI | |
| EUREST SERVICES | |||||
| 45 WEST HINTZ ROAD | WHEELING | IL | 60090 | IL | |
| ONE DETROIT CENTER | |||||
| 500 WOODWARD STE 2850 | DETROIT | MI | 48226 | MI | |
| DEMARIA BUILDING COMPANY | |||||
| 45500 GRAND RIVER AVE | NOVI | MI | 48374 | MI | |
| PREFERRED BUILDING SERVICES | |||||
| 23077 GREENFLD STE 107-A | SOUTHFIELD | MI | 48075 | MI | |
| HINESRENCEN | |||||
| 400 RENAISSANCE CTR STE 2500 | DETROIT | MI | 48243 | MI | |
| OLYMPIC STEEL | |||||
| 3600 N MILITARY | DETROIT | MI | 48210 | MI | |
| EQUITY OFFICE MANAMGMENT | |||||
| TWO N RIVERSIDE PLAZA 19TH FLOOR | CHICAGO | IL | 60606 | IL | |
| BANK OF AMERICA | |||||
| 135 S LASALLE STE 2025 | CHICAGO | IL | 60603 | IL | |
| JONES LANG LASALLE | |||||
| 6200 GRAND POINTE DRIVE | GRAND BLANC | MI | 48439 | MI | |
| DETROIT RENEWABLE ENERGY | |||||
| 5700 RUSSELL STREET | DETROIT | MI | 48211 | MI | |
| LIMBACH COMPANY LLC | |||||
| 936 FEATHERSTONE RD | PONTIAC | MI | 48342 | MI | |
| LINC FACILITY SERVICES | |||||
| 1221 LAMAR ST STE 1500 | HOUSTON | TX | 77010 | TX | |
| TRI-COUNTY LABOR AGENCY | |||||
| 5906 E MORGAN ROAD | BATTLE CREEK | MI | 49017 | MI | |
| CITI REALTY | |||||
| 6300 INTERFIRST DRIVE | ANN ARBOR | MI | 48180 | MI | |
| GUARDIAN ENVIRONMENTAL SVS INC | |||||
| 34400 GLENDALE | LIVONIA | MI | 48150 | MI | |
| CB RICHARD ELLIS-FORD | |||||
| 2100 ROSS AVENUE STE 500 | DALLAS | TX | 75201 | TX | |
| SUMMIT POINTE | |||||
| 1401 W MICHIGAN AVENUE | BATTLE CREEK | MI | 49017 | MI | |
| PYRAMID QUALITY SOLUTIONS | |||||
| 30680 MONTPELIER DR 350 | MADISON HEIGHTS | MI | 48071 | MI | |
| KMIA INC | |||||
| 6865 CUSTER ROAD | PORT SANILAC | MI | 48469 | 331175910 | MI |
| B&C TENAIR HVAC SYSTEMS INC | |||||
| 41441 ELEVEN MILE ROAD | NOVI | MI | 48375 | 201325155 | MI |
| PROFESSIONAL BUSINESS PROVIDERS INC | |||||
| 450 EAST ROUTE 22 | LAKE ZURICH | IL | 60047 | 364483147 | IL |
| OLYMPIA ENTERTAINMENT INC | |||||
| 2211 WOODWARD AVENUE | DETROIT | MI | 48201 | 382435185 | MI |
| CMC & MAINTENANCE INC | |||||
| PO BOX 1877 | BANGOR | ME | 04401 | ME | |
| LB&B ASSOCIATES INC | |||||
| 9891 BROKEN LAND PKWY STE 400 | COLUMBIA | MD | 21046 | 561768228 | MD |
| RIVER HOUSE CO-OPERATIVE INC | |||||
| 8900 E JEFFERSON | DETROIT | MI | 48214 | 381505144 | MI |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |