CHICAGO AREA JOINT WELFARE COMM ASSN FOR PNTNG CL & CLKNG LOC 52: Form 990, tax year 2012
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- Organization
- CHICAGO AREA JOINT WELFARE COMM ASSN FOR PNTNG CL & CLKNG LOC 52 (EIN 36-2344463)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-12-09
- IRS object ID
- 201313439349300006
- Schema version
- 2012v2.1
- 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 | 2013-12-09T08:24:25-06:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363332152 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYGAN HAYES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20635 Abbey Woods Ct North 104 | AddressLine1 |
| City | Frankfort | City |
| State | IL | State |
| ZIP Code | 60423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362344463 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO AREA JT WELFARE COMM FOR THE | BusinessNameLine1 |
| Business Name Line2 | POINTING CLEANING & CAULKING | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHIC | NameControl |
| Phone | 6305168008 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 INDUSTRIAL DR No 101 | AddressLine1 |
| City | ELMHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY ROCCO | Name |
| Title | FUND ADMINISTRATOR | Title |
| Phone | 6305168008 | Phone |
| Date Signed | 2013-12-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY S HAYES | Name |
| PTIN | P00545080 | PTIN |
| Phone | 8155345713 | Phone |
| Date Prepared | 2013-12-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TERRY ROCCO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 INDUSTRIAL DR No 101 | AddressLine1 |
| City | ELMHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27582743 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 40 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | 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 | 10791876 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9993262 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1334939 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3621584 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12126815 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13614846 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 7832715 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 8730724 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 286875 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 307654 | 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 | 561520 | OtherExpensePriorYear |
| Other Expenses Current Year | 572634 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8681110 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9611012 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3445705 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4003834 | RevenuesLessExpensesCY |
| Total Assets BOY | 48727301 | TotalAssetsBOY |
| Total Assets EOY | 53566751 | TotalAssetsEOY |
| Total Liabilities BOY | 3084105 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3230479 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 45643196 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 50336272 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNION | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | BENEFIT CLAIMS FOR MEDICAL, DENTAL, DISABILITY, LIFE, AD&D, SURVIVOR INCOME BENEFITS AND PRESCRIPTION DRUG MEMBER BENEFITS | 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 | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 304 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 40 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | 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 | TERRY ROCCO ADMINISTRATIVE MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6305168008 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 INDUSTRIAL DRIVE SUITE 101 | AddressLine1 |
| City | ELMHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| THOMAS RIVKIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEVIN GESHWENDER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEFF BLOOM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK SNEDDEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ED TIEDT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JIM ALLEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TERRY ROCCO | ||||||
| ADMINISTRATIVE MANAGER | 15.00 | 118197 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 118197 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | 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 | |||||
| 300 East Randolph Street | Chicago | IL | 60601 | 3rd Party Administrator | 319981 |
| Cygan Hayes Ltd | |||||
| 20635 ABBEY WOODS CT NORTH SUITE 10 | FRANKFORT | IL | 60423 | Auditor/Employer Compliance Audits | 125119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Employer & Participant | 525120 | 9962650 | 9962650 |
| Liquidated Damages & O | 525120 | 30612 | 30612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9993262 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1252717 | TotalRevenueColumn |
| Exclusion | $1,252,717 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16336764 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13967897 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2368867 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2368867 | TotalRevenueColumn |
| Exclusion | $2,368,867 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13614846 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9993262 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,621,584 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8730724 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45489 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203842 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58323 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27310 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116579 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189458 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77824 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61668 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25379 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22635 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2202 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34387 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15192 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9611012 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300 | BOY |
| EOY | 300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4545794 | BOY |
| EOY | 2509257 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1084349 | BOY |
| EOY | 668554 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49118 | BOY |
| EOY | 43960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 201171 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 136534 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99024 | BOY |
| EOY | 64637 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39035663 | BOY |
| EOY | 45382573 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3913053 | BOY |
| EOY | 4897470 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48727301 | BOY |
| EOY | 53566751 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517235 | BOY |
| EOY | 641808 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2566870 | BOY |
| EOY | 2588671 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3084105 | BOY |
| EOY | 3230479 | 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 | 45643196 | BOY |
| EOY | 50336272 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45643196 | BOY |
| EOY | 50336272 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48727301 | BOY |
| EOY | 53566751 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 4003834 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 689242 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 201171 | OtherCostOrOtherBasis |
| Depreciation | 136534 | Depreciation |
| Book Value | 64637 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 64637 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ADVISORY RESEARCH | 2461829 | F |
| COLLATERAL HELD FOR SECURITIES ON LOAN | 2435641 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4897470 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY TO RETURN COLLATERAL HELD ON LOAN | $2,435,641 |
| LIABILITY FOR LOSS ON SECURITIY LENDING | $153,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2588671 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 14114630 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 689242 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 689242 | RevenueNotRptdF990 |
| Revenue Subtotal | 13425388 | RevenueSubtotal |
| Investment Expenses Not Included | 189458 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 189458 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13614846 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9421554 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9421554 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 189458 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 189458 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9611012 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| Explanation | 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 (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained by examination by the Internal Revenue Service or the U.S. Department of Labor. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of April 30, 2013, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) 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 periods in progress. The plan administrator believes it is no longer subject to income tax examinations for the fiscal years prior to April 30, 2010. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE BOARD OF TRUSTEES USE THE REVIEWED FINANCIAL STATEMENTS AND THEIR COLLECTIVE KNOWLEDGE OF INCOME TAX PREPARATION TO REVIEW THE FORM 990. THE BOARD ALSO INQUIRES OF THE ACCOUNTANT ABOUT ANY QUESTIONS THEY MAY HAVE ABOUT THE PREPARATION OF THE FORM 990. |
| Form 990, Part VI, Section B, line 15 | THE BOARD OF TRUSTEES DETERMINE THE AMOUNT OF ANNUAL COMPENSATION AND TERMS OF EMPLOYMENT |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES ALL REQUIRED DOCUMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION MAKES SPACE AVAILABLE FOR ANYONE TO VIEW THE DOCUMENTS AT THEIR OFFICE OR COPIES CAN BE REQUESTED TO BE MAILED. |
| FORM 990, PART XII, LINE 2C | AUDIT OVERSIGHT PROCESS THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT AND REVIEW OF THE ANNUAL FINANCIAL STATEMENTS AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| TUCKPOINTERS LOCAL 52 PENSION PLAN | |||||||||
| 660 INDUSTRIAL DRIVE SUITE 101 | ELMHURST | IL | 60126 | 366122163 | PENSION BENEFITS | IL | 401(A) | N/A | 0 |
| TUCKPOINTERS LOCAL 52 ANNUITY TRUST | |||||||||
| 660 INDUSTRIAL DRIVE SUITE 101 | ELMHURST | IL | 60126 | 366940923 | RETIREMENT BENEFITS | IL | 401(A) | N/A | 0 |
| TUCKPOINTERS APPRENTICESHIP FUND | |||||||||
| 2140 W CORPORATE DRIVE | ADDISON | IL | 60101 | 363140508 | PROVIDE APPRENTICESHIP TRAINING TO TUCKPOINTING INDUSTRY | IL | 501(c)(5) | N/A | 0 |
| TUCKPOINTERS PROMOTIONAL TRUST | |||||||||
| 2140 W CORPORATE DRIVE | ADDISON | IL | 60101 | 366888131 | IMPROVE EMPLOYMENT OPPORTUNITIES AND EXPAND TUCKPOINTING INDUSTRY | IL | 501(c)(6) | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (119 entries)
| Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|
| A PLUS TUCKPOINTING INC | ||
| N/A | C | 0 |
| ACCURATE MASONRY & RESTORATION | ||
| N/A | C | 0 |
| ACTION CAULKING & SEALANTS | ||
| N/A | C | 0 |
| ADL INSTALLERS INC | ||
| N/A | C | 0 |
| ADMINISTRATIVE DIST COUNCIL #1 | ||
| N/A | C | 0 |
| ADVANCE CAST STONE | ||
| N/A | C | 0 |
| ALEXANDER CONSTRUCTION GROUP | ||
| N/A | C | 0 |
| ALGOZINE MASONRY RESTORATION INC | ||
| N/A | C | 0 |
| ALL SEALANTS INC | ||
| N/A | C | 0 |
| APRIL BUILDING SERVICES INC | ||
| N/A | C | 0 |
| ARCHITECTURAL SEALANTS INC | ||
| N/A | C | 0 |
| ARMOR SEALING LLC | ||
| N/A | C | 0 |
| BASIC BROTHERS | ||
| N/A | C | 0 |
| BERGLUND CONSTRUCTION COMPANY | ||
| N/A | C | 0 |
| BLUE SKY LLC | ||
| N/A | C | 0 |
| BOFO WATERPROOFING SYSTEMS | ||
| N/A | C | 0 |
| BRUNO'S TUCKPOINTING INC | ||
| N/A | C | 0 |
| BULLEY & ANDREWS MASONRY RESTORATION | ||
| N/A | C | 0 |
| C & C SEALANTS INC | ||
| N/A | C | 0 |
| CAULKING CO | ||
| N/A | C | 0 |
| CEISEL MASONRY INC | ||
| N/A | C | 0 |
| CENTRAL BLDG & PRESERVATION | ||
| N/A | C | 0 |
| CK II CONTRACTING INC | ||
| N/A | C | 0 |
| CONWAY'S CAULKING & TUCKPOINTING | ||
| N/A | C | 0 |
| CRUZ BROTHERS TUCKPOINTING | ||
| N/A | C | 0 |
| CUBS CONSTRUCTION | ||
| N/A | C | 0 |
| DARDON'S ROOFING COMPANY | ||
| N/A | C | 0 |
| DESIGN INSTALLATION SYSTEMS | ||
| N/A | C | 0 |
| DOUGAL BUILDING MAINTENANCE | ||
| N/A | C | 0 |
| ENCLOS CORP | ||
| N/A | C | 0 |
| F & B CONSTRUCTION | ||
| N/A | C | 0 |
| FIELDSTONE BLDG SERVICES INC | ||
| N/A | C | 0 |
| FOX VALLEY - CHAPTER 27 - ILLINOIS | ||
| N/A | C | 0 |
| FOX VALLEY - LASALLE CIF CHAPTER | ||
| N/A | C | 0 |
| FRANK'S MASONRY INC | ||
| N/A | C | 0 |
| G & C CONSTRUCTION INC | ||
| N/A | C | 0 |
| G & S GROUTING & CAULKING | ||
| N/A | C | 0 |
| GG'S TUCKPOINTING INC | ||
| N/A | C | 0 |
| GARFIELD BLDG MAINT CO | ||
| N/A | C | 0 |
| GRICE BLDG MAINTENANCE INC | ||
| N/A | C | 0 |
| GROVE MASONRY MAINT INC | ||
| N/A | C | 0 |
| HESS | ||
| N/A | C | 0 |
| HARD SURFACE FINISHERS INC | ||
| N/A | C | 0 |
| HARRY S PETERSON | ||
| N/A | C | 0 |
| HI-LO TUCKPOINTING | ||
| N/A | C | 0 |
| ILLINOIS WINDOW & GLASS SERVICE | ||
| N/A | C | 0 |
| INTERNATIONAL MASONRY INSTITUTE | ||
| N/A | C | 0 |
| IWS INC | ||
| N/A | C | 0 |
| J GILL & COMPANY | ||
| N/A | C | 0 |
| JP LARSEN INC | ||
| N/A | C | 0 |
| JSL PRESSURE WASHING INC | ||
| N/A | C | 0 |
| JENSEN BLDG REPAIRS INC | ||
| N/A | C | 0 |
| JIMMY'Z MASONRY CORP | ||
| N/A | C | 0 |
| JLJ CONTRACTING INC | ||
| N/A | C | 0 |
| JW SEALANTS INC | ||
| N/A | C | 0 |
| KAUFMAN-GALLAGHER WATERPROOF | ||
| N/A | C | 0 |
| KENNA CONSTRUCTION CO | ||
| N/A | C | 0 |
| KERCHER WL CO | ||
| N/A | C | 0 |
| LOCAL #8 CHAMPAIGN BRICKLAYERS | ||
| N/A | C | 0 |
| LOCAL 1 BRICKLAYERS MISSOURI | ||
| N/A | C | 0 |
| LOCAL 1 MN & ND BRICKLAYERS | ||
| N/A | C | 0 |
| LOCAL 21 BRICKLAYERS BENEFIT | ||
| N/A | C | 0 |
| LOCAL 4 KYIND CHAPTER 5 | ||
| N/A | C | 0 |
| LOCAL 4 KYIND CHAPTER 6 | ||
| N/A | C | 0 |
| LOCAL 52 APPRENTICESHIP | ||
| N/A | C | 0 |
| LOCAL 52 PROMOTIONAL FUND | ||
| N/A | C | 0 |
| LOCAL 6 CIF - PEORIA CHAPTER | ||
| N/A | C | 0 |
| LOCAL 6 CIF OF IL | ||
| N/A | C | 0 |
| LOCAL 8 WISCONSIN MASON'S | ||
| N/A | C | 0 |
| LOCAL 1 OMAHA NEBRASKA | ||
| N/A | C | 0 |
| LS CONTRACTING GROUP | ||
| N/A | C | 0 |
| LUPO BLDG | ||
| N/A | C | 0 |
| MBB ENTERPRISES OF CHICAGO | ||
| N/A | C | 0 |
| MAC RESTORATION CONTRACTING INC | ||
| N/A | C | 0 |
| MARK I & RESTORATION INC | ||
| N/A | C | 0 |
| MARTIN PRECAST SERVICES INC | ||
| N/A | C | 0 |
| MASTERSHIP CONSTRUCTION CO INC | ||
| N/A | C | 0 |
| MCGUIRE WJ COMPANY | ||
| N/A | C | 0 |
| MCLEAN BLDG RESTORATION INC | ||
| N/A | C | 0 |
| MDF SEALANTS INC | ||
| N/A | C | 0 |
| MERTES CONTRACTING CORPORATION | ||
| N/A | C | 0 |
| METAL ERECTOR INC | ||
| N/A | C | 0 |
| MIDWEST PRESSURE WASHING & RES | ||
| N/A | C | 0 |
| MIKE HARRIS MASON | ||
| N/A | C | 0 |
| MOLTER CORPORATION | ||
| N/A | C | 0 |
| NAMAT CONSTRUCTION CO INC | ||
| N/A | C | 0 |
| NATIONAL RESTORATION SYSTEMS | ||
| N/A | C | 0 |
| NAVY PIER INC | ||
| N/A | C | 0 |
| NEUMANN FRED A MAINT | ||
| N/A | C | 0 |
| NORTHWEST TUCKPOINTING | ||
| N/A | C | 0 |
| OLD VETERAN CONSTRUCTION INC | ||
| N/A | C | 0 |
| OLSEN TUCKPOINTING COMPANY | ||
| N/A | C | 0 |
| OLYMPIC CAULKING CONTR | ||
| N/A | C | 0 |
| PEARSON CONSTRUCTION INC | ||
| N/A | C | 0 |
| PREMIER CAULKING INC | ||
| N/A | C | 0 |
| PRESSURE WASHING SYSTEM BLDG | ||
| N/A | C | 0 |
| PROSEALANTS INC | ||
| N/A | C | 0 |
| QUALITY SEALANTS INC | ||
| N/A | C | 0 |
| RAM CONSTRUCTION SERVICES | ||
| N/A | C | 0 |
| RASCO MASON CONTRACTORS | ||
| N/A | C | 0 |
| REAL ONE CONSTRUCTION INC | ||
| N/A | C | 0 |
| REFLECTION WINDOW COMPANY LLC | ||
| N/A | C | 0 |
| RELIABLE BUILDING SYSTEMS INC | ||
| N/A | C | 0 |
| RESTORE MASONRY | ||
| N/A | C | 0 |
| RIGGIOBORON LTD | ||
| N/A | C | 0 |
| RV BUILDERS CORP | ||
| N/A | C | 0 |
| SAGER SEALANT CORPORATION | ||
| N/A | C | 0 |
| SBK BUILDING RESTORATION LLC | ||
| N/A | C | 0 |
| SEALED-RITE | ||
| N/A | C | 0 |
| STRATA CONTRACTORS LTD | ||
| N/A | C | 0 |
| SUAVE'S TUCKPOINTING | ||
| N/A | C | 0 |
| TAKAO NAGAI CONCRETE | ||
| N/A | C | 0 |
| TNA SEALANTS INC | ||
| N/A | C | 0 |
| TRIUMPH RESTORATION INC | ||
| N/A | C | 0 |
| UNION CONTRACTING INC | ||
| N/A | C | 0 |
| UNITED RESTORATION & PRESERVATION | ||
| N/A | C | 0 |
| WARD CONTRACTING & BLDG REST | ||
| N/A | C | 0 |
| WESTERN WATERPROOFING CO | ||
| N/A | C | 0 |
| YOUNG CONCRETE ENTERPRISES INC | ||
| N/A | C | 0 |
| 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 |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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