IBEW-654 HEALTH AND WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- IBEW-654 HEALTH AND WELFARE FUND (EIN 23-1613860)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-08
- IRS object ID
- 201332819349300403
- 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 | 2013-10-08T07:37:09-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611436956 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PRESIDENTIAL BLVD SUITE 330 | AddressLine1 |
| City | BALA CYNWYD | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231613860 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBEW #654 H & W FUND TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IBEW | NameControl |
| Phone | 8567730868 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 ROLAND AVENUE NO 200 | AddressLine1 |
| City | MOUNT LAUREL | City |
| State | NJ | State |
| ZIP Code | 080541038 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM ADAMS | Name |
| Title | TRUSTEE | Title |
| Phone | 6104942820 | Phone |
| Date Signed | 2013-10-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS VERZELLA CPA | Name |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | Phone |
| Date Prepared | 2013-10-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM ADAMS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3729 CHICHESTER AVENUE | AddressLine1 |
| City | BOOTHWYN | City |
| State | PA | State |
| ZIP Code | 190613135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16251252 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT HOSPITALIZATION, MEDICAL-SURGICAL, MAJOR MEDICAL BENEFITS AND DENTAL BENEFITS TO MEMEBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | 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 | 6439079 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6240981 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 238768 | InvestmentIncomePriorYear |
| Investment Income Current Year | 148181 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6677847 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6389162 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 5985844 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 6136715 | 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 | 220122 | OtherExpensePriorYear |
| Other Expenses Current Year | 270023 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6205966 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6406738 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 471881 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -17576 | RevenuesLessExpensesCY |
| Total Assets BOY | 6847852 | TotalAssetsBOY |
| Total Assets EOY | 7063220 | TotalAssetsEOY |
| Total Liabilities BOY | 68530 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 65914 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6779322 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6997306 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT HOSPITALIZATION, MEDICAL-SURGICAL, MAJOR MEDICAL BENEFITS AND DENTAL BENEFITS TO MEMEBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO PROVIDE LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT HOSPITALIZATION, MEDICAL-SURGICAL, MAJOR MEDICAL BENEFITS AND DENTAL BENEFITS TO MEMEBERS. | 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 | 1 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | 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 | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 | 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 | FRANK M VACCARO & ASSOCIATES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8567730868 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 ROLAND AVENUE | AddressLine1 |
| City | MOUNT LAUREL | City |
| State | NJ | State |
| ZIP Code | 080541038 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| WILLIAM ADAMS | |||||
| UNION TRUSTEE | 1.00 | X | 0 | 104211 | 0 |
| JOHN BONDROWSKI | |||||
| UNION TRUSTEE | 1.00 | X | 0 | 104211 | 0 |
| JEFFREY SCARPELLO ESQ | |||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 368012 | 30981 |
| PAUL MULLEN | |||||
| UNION TRUSTEE | 1.00 | X | 0 | 117804 | 0 |
| ANTHONY ENNIS | |||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| ROBERT HOBBS | |||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MICHAEL CLINGER | |||||
| MANAGEMENT TRUSTEE (P) | 1.00 | X | 0 | 0 | 0 |
| KEVIN MCDEVITT | |||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| CHARLES MACDONALD | |||||
| MANAGEMENT TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| JAMES COYLE | |||||
| MANAGEMENT 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 | 694238 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 30981 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK M VACCARRO & ASSOCIATES | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 ROLAND AVENUE SUITE 200 | AddressLine1 |
| City | MOUNT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ADMINISTRATOR | DescriptionOfServices |
| Compensation | 196364 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 6026272 | 6026272 |
| COBRA & DIRECT PAY CONTRIBUTIONS | 525100 | 214709 | 214709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6240981 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 151425 | TotalRevenueColumn |
| Exclusion | $151,425 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9858846 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9862090 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -3244 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3244 | TotalRevenueColumn |
| Exclusion | -$3,244 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6389162 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6240981 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $148,181 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6136715 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17091 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14310 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18114 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208544 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9073 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1008 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1883 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6406738 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19505 | BOY |
| EOY | 56805 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1160590 | BOY |
| EOY | 715393 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 788719 | BOY |
| EOY | 659441 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11141 | BOY |
| EOY | 10263 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4807476 | BOY |
| EOY | 5573488 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60421 | BOY |
| EOY | 47830 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6847852 | BOY |
| EOY | 7063220 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21060 | BOY |
| EOY | 6776 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5104 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47470 | BOY |
| EOY | 54034 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68530 | BOY |
| EOY | 65914 | 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 | 6779322 | BOY |
| EOY | 6997306 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6779322 | BOY |
| EOY | 6997306 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6847852 | BOY |
| EOY | 7063220 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -17576 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 235560 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RECIPROCAL PAYABLE | $22,053 |
| DUE TO OTHER | $31,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 54034 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6606608 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 235560 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 235560 | RevenueNotRptdF990 |
| Revenue Subtotal | 6371048 | RevenueSubtotal |
| Investment Expenses Not Included | 18114 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 18114 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6389162 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6388624 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6388624 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 18114 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 18114 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6406738 | 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 | MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AT THE PRESENT TIME, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFFREY SCARPELLO ESQ | NamePerson |
| Title | MANAGEMENT TRUSTEE | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 325000 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 40000 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 3012 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 30981 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 398993 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE ORGANIZATION BY THE FORM'S PREPARER, AND INDEPENDENT PUBLIC ACCOUNTANT, AT ONE OF THE TRUSTEE MEETINGS WHERE ITS IS REVIEWED AND SIGNED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VII | WILLIAM ADAMS - 3729 CHICHESTER AVENUE, BOOTHWYN, PA 19061-3135. JOHN BONDROWSKI - 104 DOUGHERTY LANE, ASTON, PA 19014. JEFFREY SCARPELLO, ESQ. - 2003 RENAISSANCE BLVD., =KING OF PRUSSIA, PA 19406. PAUL MULLEN - 3729 CHICHESTER AVENUE, BOOTHWYN, PA 19061-3135. ANTHONY ENNIS - 333 WINTHROP STREET, SOUTH WILLIAMSPORT, PA 17702. KEVIN MCDEVITT - 812 MONTBARD DRIVE, WEST CHESTER, PA 19382. CHARLES MACDONALD - 994 OLD EAGLE SCHOOL RD, WAYNE, PA 19087. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFROMS THE AUDIT. | |
| FORM 990, PART V, LINE 2A: | IBEW #654 H&W FUND HAS NO EMPLOYEES BUT IT PROVIDES DISABILITY BENEFITS TO PARTICIPANTS. THE FUND FILES FORMS W-2 WITH THE IRS FOR THOSE PARTICIPANTS THAT RECEIVE DISABILITY BENEFITS. 11 FORMS W-2 WERE FILE FOR THE 2011 TAX PERIOD. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| IBEW LOCAL UNION # 654 - DEFINED BENEFIT PENSION PLAN | ||||||||
| 27 ROLAND AVE C/O FRANK M VACCARO A | MOUNT LAUREL | NJ | 080541038 | 236538183 | PENSION FUND | PA | 401 (A)/ 501 (A) | 0 |
| IBEW LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN | ||||||||
| 27 ROLAND AVE C/O FRANK M VACCARO A | MOUNT LAUREL | NJ | 080541038 | 236538183 | PENSION FUND | PA | 401 (A)/ 501 (A) | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (82 entries)
| Legal Domicile StateLegalDomicileState | Controlled OrgControlledOrg |
|---|---|
| ADVANCED ELECTRICAL SERVICES INC | |
| PA | 0 |
| AJM ELECTRIC INC | |
| PA | 0 |
| ALBARELL ELECRIC INC | |
| PA | 0 |
| AMBER ELECTRIC CONSTRUCTION | |
| PA | 0 |
| ARRELL & SNOW ELECTRICAL | |
| PA | 0 |
| ATLANTIC COAST COMMUNICATIONS | |
| PA | 0 |
| B LAWRENCE ELECTRIC INC | |
| PA | 0 |
| BARRY J HOFFMAN CO INC | |
| PA | 0 |
| BILLITIER ELECTRIC INC | |
| PA | 0 |
| BLUE BELL ELECTRIC INC | |
| PA | 0 |
| BLUESTONE COMMUNICATIONS | |
| PA | 0 |
| BUILDING CONTROL SYSTEMS | |
| PA | 0 |
| CAHILL CONTROLS INC | |
| PA | 0 |
| CHARLES H MACDONALD ELEC | |
| PA | 0 |
| CHESTER COUNTY ELECTRIC | |
| PA | 0 |
| DAY & ZIMMERMANN NPS INC | |
| PA | 0 |
| DAYSPRING ELECTRIC INC | |
| PA | 0 |
| DEVON ELECTRIC INC | |
| PA | 0 |
| DONALD A PUSEY INC | |
| PA | 0 |
| EVETS ELECTRIC INC | |
| PA | 0 |
| FARRELLY BROS ELEC | |
| PA | 0 |
| FLEMINGTON INDUSTRIES CO | |
| PA | 0 |
| FORD BROTHERS ELECTRICAL | |
| PA | 0 |
| GENERAL CONTROLS INC | |
| PA | 0 |
| GOLDHORN ELEC CONST | |
| PA | 0 |
| GOLDSMITH ASSOCIATES INC | |
| PA | 0 |
| GREENTECH ENERGY SERVICES | |
| PA | 0 |
| HB FRAZER CO | |
| PA | 0 |
| HARRISON ELECTRIC LLC | |
| PA | 0 |
| HATZEL & BUEHLER INC | |
| PA | 0 |
| HENKELS & MCCOY INC | |
| PA | 0 |
| HIRNEISEN ELECTRIC INC | |
| PA | 0 |
| HOBBS AND COMPANY INC | |
| PA | 0 |
| INDUSTRIAL VALLEY CONTROL | |
| PA | 0 |
| J R METZGER INC | |
| PA | 0 |
| JJ WHITE INC | |
| PA | 0 |
| JOSEPH MADDEN ELEC CON | |
| PA | 0 |
| K & A ELECTRIC INC | |
| PA | 0 |
| KAHMAR ELECTRIC INC | |
| PA | 0 |
| LP HERMAN CO | |
| PA | 0 |
| LARRY C MCCRAE INC | |
| PA | 0 |
| LINCOLN WAY ELECTRIC INC | |
| PA | 0 |
| LINK ELECTRIC INC | |
| PA | 0 |
| LMI ELECTRIC INC | |
| PA | 0 |
| MARIANO CONSTRUCTION INC | |
| PA | 0 |
| MARYLAND ELECTRIC #24 | |
| PA | 0 |
| MATRIX SERVICES | |
| PA | 0 |
| MBR CONSTRUCTION | |
| PA | 0 |
| MCGOLDRICK ELECTRIC INC | |
| PA | 0 |
| MILLER BROTHERS | |
| PA | 0 |
| MIRARCHI BROTHERS INC | |
| PA | 0 |
| NATALE ELECTRIC INC | |
| PA | 0 |
| NEW LONDON ELEC | |
| PA | 0 |
| NOOTER CONSTRUCTION | |
| PA | 0 |
| NRG CONTROLS INC | |
| PA | 0 |
| OMNI ELECTRICAL SYSTEMS | |
| PA | 0 |
| ORLANDO DIEFENDERFER ELEC | |
| PA | 0 |
| PAGODA ELEC & MECH INC | |
| PA | 0 |
| PECA ELECTRIC CORP | |
| PA | 0 |
| PINNACLE CONTROL SYSTEMS LLC | |
| PA | 0 |
| PREFERRED ELECTRIC INC | |
| PA | 0 |
| RAFF ELECTRIC INC | |
| PA | 0 |
| RAY ANGELINI INC | |
| PA | 0 |
| RIGGS DISTLER & CO INC | |
| PA | 0 |
| RILEY ELECTRIC INC | |
| PA | 0 |
| ROBERT FORD ELECTRIC CO | |
| PA | 0 |
| ROMMEL ELECTRIC CO | |
| PA | 0 |
| SCHAUER ELECTRIC INC | |
| PA | 0 |
| SHELBY MECHANICAL INC | |
| PA | 0 |
| SHELLY ELECTRIC CO INC | |
| PA | 0 |
| SKYLINE ELECTRICAL CONTRACTING | |
| PA | 0 |
| SMART SECURITY SYSTEMS INC | |
| PA | 0 |
| STRADDICK ELECTRIC | |
| PA | 0 |
| TEMPERATURE CONTROLS INC | |
| PA | 0 |
| THE WILLIAMS GROUP ELECTCONT | |
| PA | 0 |
| UNION ELEC CONTR CO | |
| PA | 0 |
| VASOLI ELEC CO INC | |
| PA | 0 |
| WADE CONSULTING INC | |
| PA | 0 |
| WHITEMARSH ELECT CONSTRU | |
| PA | 0 |
| WILLIAM A SHAEFFERS & SONS | |
| PA | 0 |
| WILLIAM H CLINGER CORP | |
| PA | 0 |
| ZSENAK ELECTRIC CO INC | |
| PA | 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 | 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 |
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