INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD (EIN 36-2261990)
- Tax period
- 2010-11-01 to 2011-10-31
- Filed
- 2012-09-07
- IRS object ID
- 201202519349300710
- Schema version
- 2010v3.4
- 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 | 2012-09-07T10:18:54-05:00 | Timestamp |
| Tax Period End Date | 2011-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N WACKER DR SUITE 556 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362261990 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL BRTHD OF ELEC WRKRS & | BusinessNameLine1 |
| Business Name Line2 | OUTSIDE CNTRCTRS HLTH & WLFR TR FD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 7084499004 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 WEST HARRISON STREET NO 324 | AddressLine1 |
| City | HILLSIDE | City |
| State | IL | State |
| ZIP Code | 60162 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM T DIVANE | Name |
| Title | TRUSTEE | Title |
| Phone | 7084499004 | Phone |
| Date Signed | 2012-09-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129209400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM T DIVANE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 W HARRISON STREET SUITE 324 | AddressLine1 |
| City | HILLSIDE | City |
| State | IL | State |
| ZIP Code | 60162 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24297813 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF IBEW LOCAL NO. 9 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 31 | 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 | 14762210 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16425205 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 942998 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1202921 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15705208 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17628126 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 9805720 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 11973190 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 259724 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 278583 | 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 | 916916 | OtherExpensePriorYear |
| Other Expenses Current Year | 936829 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10982360 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13188602 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4722848 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4439524 | RevenuesLessExpensesCY |
| Total Assets BOY | 55007042 | TotalAssetsBOY |
| Total Assets EOY | 58651451 | TotalAssetsEOY |
| Total Liabilities BOY | 610472 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 46075 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 54396570 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 58605376 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF IBEW LOCAL NO. 9 | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PAYMENT OF HEALTH AND WELFARE BENEFITS TO OR ON BEHALF OF ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 31 | 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 | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | 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 | BECKY THAMES-SIMMONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7084499004 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 W HARRISON STREET SUITE 324 | AddressLine1 |
| City | HILLSIDE | City |
| State | IL | State |
| ZIP Code | 60162 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|
| WILLIAM T DIVANE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBERT W PIERSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM R DARNSTADT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN C BURKARD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ART BURKE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| FRANK LIZZADRO | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| GERALD R BYRNE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PAUL J KANE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM NIESMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LOUIE S VENEZIANO | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DANIEL J DIVANE IV | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| REBECCA THAMES-SIMMONS | ||||||
| ADMINISTRATOR | 12.00 | 144268 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 144268 | 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 |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 15645365 | 15645365 |
| REIMBURSED ADMIN EXP | 900099 | 438632 | 438632 |
| PARTICIPANTS CONTRIB | 900099 | 341208 | 341208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16425205 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1145395 | TotalRevenueColumn |
| Exclusion | $1,145,395 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6727213 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6669687 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57526 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57526 | TotalRevenueColumn |
| Exclusion | $57,526 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17628126 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16425205 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,202,921 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11973190 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144268 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48967 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79907 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5441 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33704 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100658 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63518 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65729 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76550 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127721 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38526 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14551 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194318 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47402 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14734 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLAIMS PROCESSING FEES | Description |
| Total | 159418 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13188602 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2145165 | BOY |
| EOY | 4832211 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1570013 | BOY |
| EOY | 1396554 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7250 | BOY |
| EOY | 8842 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 331110 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 192348 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129298 | BOY |
| EOY | 138762 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50637982 | BOY |
| EOY | 51967004 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517334 | BOY |
| EOY | 308078 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55007042 | BOY |
| EOY | 58651451 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64825 | BOY |
| EOY | 45858 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 545647 | BOY |
| EOY | 217 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 610472 | BOY |
| EOY | 46075 | 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 | 54396570 | BOY |
| EOY | 58605376 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54396570 | BOY |
| EOY | 58605376 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55007042 | BOY |
| EOY | 58651451 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4439524 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -230718 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55494 | OtherCostOrOtherBasis |
| Depreciation | 45895 | Depreciation |
| Book Value | 9599 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 109976 | OtherCostOrOtherBasis |
| Depreciation | 84137 | Depreciation |
| Book Value | 25839 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 165640 | OtherCostOrOtherBasis |
| Depreciation | 62316 | Depreciation |
| Book Value | 103324 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 138762 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATED PLANS | Description |
| Amount | $217 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 217 | TotalOfAmounts |
| Total Revenue | 17628126 | TotalRevenue |
| Total Expenses | 13188602 | TotalExpenses |
| Excess Or Deficit For Year | 4439524 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -230718 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -230718 | TotalAdjustments |
| Excess Or Deficit Per FS | 4208806 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16895258 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -230718 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -230718 | RevenueNotRptdF990 |
| Revenue Subtotal | 17125976 | RevenueSubtotal |
| Investment Expenses Not Included | 63518 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 438632 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 502150 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17628126 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12686452 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12686452 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 63518 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 438632 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 502150 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13188602 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADMINISTRATIVE EXPENSE REIMBURSED BY RELATED PLANS 438,632. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ADMINISTRATIVE EXPENSE REIMBURSED BY RELATED PLANS 438,632. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | WILLIAM T. DIVANE, JR. IS THE UNCLE OF DANIEL J. DIVANE, IV. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHAIRMAN AND SECRETARY OF THE BOARD OF TRUSTEES WILL REVIEW THE FORM 990 BEFORE SIGNING AND FILING THE RETURN. | |
| ALTHOUGH THE PLAN DOES NOT HAVE A FORMAL CONFLICT OF INTEREST POLICY, THE BOARD OF TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY CONFLICTS OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12 | |
| THE CHAIRMAN AND SECRETARY DETERMINE THE KEY EMPLOYEES' EMPLOYMENT CONTRACT TERMS BASED ON MARKET DATA. | FORM 990, PART VI, SECTION B, LINE 15B | |
| THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC BY WRITTEN OR VERBAL REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -230,718. | FORM 990, PART XI, LINE 5: |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| LOCAL NO 9 IBEW AND OUTSIDE CONTRACTORS AND MSECA APRNTSHP & JRNYMN TRG FD | |||||||||
| 4415 W HARRISON STREET SUITE 324 | HILLSIDE | IL | 60162 | 362638779 | APPRENTICE TRAINING | IL | 501(C)(5) | BOARD OF TRUSTEES | 0 |
| LOCAL NO 9 IBEW AND OUTSIDE CONTRACTORS PENSION FUND | |||||||||
| 4415 W HARRISON STREET SUITE 324 | HILLSIDE | IL | 60162 | 516077720 | DEFINED BENEFIT PENSION | IL | 401(A) | BOARD OF TRUSTEEES | 0 |
| LOCAL NO 9 IBEW AND OUTSIDE CONTRACTORS DEFIND CONTRIBUTION FUND | |||||||||
| 4415 W HARRISON STREET SUITE 324 | HILLSIDE | IL | 60162 | 364301166 | DEFINED CONTRIBUTION | IL | 401(A) | BOARD OF TRUSTEEES | 0 |
| LOCAL NO 9 IBEW AND OUTSIDE CONTRACTORS SUPPLEMENTAL UNEMPLOYMENT FUND | |||||||||
| 4415 W HARRISON STREET SUITE 324 | HILLSIDE | IL | 60162 | 320320610 | SUPPLEMENTAL UNEMPLOYMENT | IL | 501(C)(17) | BOARD OF TRUSTEES | 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 |
| 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 | 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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