SHEET METAL LOCAL NO 25 NEW JERSEY WELFARE FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SHEET METAL LOCAL NO 25 NEW JERSEY WELFARE FUND (EIN 22-2586287)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-30
- IRS object ID
- 201112739349300511
- 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 | 2011-09-30T10:16:45-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACCO MANFRE CPA PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 CORPORATE PARK DRIVE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222586287 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEET METAL WORKERS' LOCAL UNION NO 25 | BusinessNameLine1 |
| Business Name Line2 | NEW JERSEY WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEE | NameControl |
| Phone | 2015070330 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 BARELL AVENUE | AddressLine1 |
| City | CARLSTADT | City |
| State | NJ | State |
| ZIP Code | 07072 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH DEMARK JR | Name |
| Title | TRUSTEE | Title |
| Phone | 2015070330 | Phone |
| Date Signed | 2011-09-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH E MANFRE | Name |
| Phone | 9142538757 | Phone |
| Date Prepared | 2011-09-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SAME AS C ABOVE | NameOfPrincipalOfficerPerson |
| Gross Receipts | 8503924 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | 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 | 12139204 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8295806 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 144052 | InvestmentIncomePriorYear |
| Investment Income Current Year | 118758 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 40607 | OtherRevenuePriorYear |
| Other Revenue Current Year | 89360 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12323863 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8503924 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 11155337 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 10469901 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 347184 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 358885 | 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 | 440370 | OtherExpensePriorYear |
| Other Expenses Current Year | 423443 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11942891 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11252229 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 380972 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2748305 | RevenuesLessExpensesCY |
| Total Assets BOY | 25931135 | TotalAssetsBOY |
| Total Assets EOY | 23270888 | TotalAssetsEOY |
| Total Liabilities BOY | 1456207 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1070117 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24474928 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22200771 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE 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 | 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 | 1 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 17 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | 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 | BOARD OF TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2015070330 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 BARELL AVENUE | AddressLine1 |
| City | CARLSTADT | City |
| State | NJ | State |
| ZIP Code | 07072 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOSEPH DEMARK JR | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CRAIG HOFFMANN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| FRANK CREEGAN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| WILLIAM DEVITO | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MARK MIHAL | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| ANTHONY COSTA | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| KARLEEN O'NEILL | |||||||
| ADMINISTRATOR/CONTROLLER | 35.00 | 109721 | 0 | 50159 | X | ||
| MAGGIE J O'NEILL | |||||||
| OFFICE CLERK | 35.00 | 23113 | 0 | 25884 | X | ||
| STEFANINA GENTILE | |||||||
| OFFICE CLERK | 35.00 | 51451 | 0 | 38896 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 184285 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 114939 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | 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 |
|---|---|---|---|---|---|
| CIGNA HEALTHCARE | |||||
| 5082 COLLECTION CENTER DRIVE | CHICAGO | IL | 606930050 | TPA & INSUR PROVIDER | 522866 |
| THE UNION LABOR LIFE INSURANCE COMPANY | |||||
| 3850 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | LIFE/ADD INSUR PREMS | 278373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | 6699149 | 6699149 |
| SASMI | 795599 | 795599 |
| RETIREES | 412792 | 412792 |
| COBRA | 388266 | 388266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8295806 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118758 | TotalRevenueColumn |
| Exclusion | $118,758 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACTORS LEGAL INT. | Description |
| Total Revenue Column | 89360 | TotalRevenueColumn |
| Exclusion | $89,360 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 89360 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8503924 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8295806 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $208,118 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10469901 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109721 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102818 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134671 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11675 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24845 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27964 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9300 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15522 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15575 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4653 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18776 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15625 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| THIRD PARTY ADMINISTRAT | 313003 |
| ACTUARY FEES | 68991 |
| COMPUTER PROCESSING SER | 24677 |
| TELEPHONE | 10719 |
| PRINTING | 1080 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -127287 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11252229 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324481 | BOY |
| EOY | 29534 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15086162 | BOY |
| EOY | 1574975 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 941577 | BOY |
| EOY | 833245 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4963 | BOY |
| EOY | 20423 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 304648 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 171298 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152127 | BOY |
| EOY | 133350 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8560556 | BOY |
| EOY | 19580593 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 861269 | BOY |
| EOY | 1098768 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25931135 | BOY |
| EOY | 23270888 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201595 | BOY |
| EOY | 51400 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1254612 | BOY |
| EOY | 1018717 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1456207 | BOY |
| EOY | 1070117 | 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 | 24474928 | BOY |
| EOY | 22200771 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24474928 | BOY |
| EOY | 22200771 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25931135 | BOY |
| EOY | 23270888 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2748305 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 474148 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 97693 | InvestmentCostOrOtherBasis |
| Depreciation | 9769 | Depreciation |
| Book Value | 87924 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 151612 | InvestmentCostOrOtherBasis |
| Depreciation | 137828 | Depreciation |
| Book Value | 13784 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 55343 | InvestmentCostOrOtherBasis |
| Depreciation | 23701 | Depreciation |
| Book Value | 31642 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 133350 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CLAIMS INCURRED BUT NOT REPORTED | $603,533 |
| CLAIMS PAYABLE | $415,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1018717 | TotalOfAmounts |
| Total Revenue | 8503924 | TotalRevenue |
| Total Expenses | 11252229 | TotalExpenses |
| Excess Or Deficit For Year | -2748305 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 474148 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 474148 | TotalAdjustments |
| Excess Or Deficit Per FS | -2274157 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8968774 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 474150 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 474150 | RevenueNotRptdF990 |
| Revenue Subtotal | 8494624 | RevenueSubtotal |
| Investment Expenses Not Included | 9300 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 9300 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8503924 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11478824 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11478824 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 9300 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -235895 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -226595 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11252229 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | Identifier |
| Explanation | CHANGE IN CLAIMS PAYABLE AND IBNR | 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KARLEEN O'NEILL | |||||||||||||
| 109721 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 50159 | 0 | 159880 | 0 | 0 | 0 |
| MAGGIE J O'NEILL | |||||||||||||
| 23113 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 25884 | 0 | 48997 | 0 | 0 | 0 |
| STEFANINA GENTILE | |||||||||||||
| 51451 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 38896 | 0 | 90347 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MAGGIE O'NEILL | |||
| NIECE | 23113 | SALARY AS OFFICE CLERK | 0 |
| MAGGIE O'NEILL | |||
| NIECE | 25884 | FRINGE BENEFITS AS OFFICE CLERK | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I, LINE 1 | THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PROVIDED TO THE PLAN ADMINISTRATOR, WHO THEN REVIEWS THE FORM 990 WITH THE BOARD OF TRUSTEES OF THE FUND BEFORE IT IS FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION OF ALL FUND EMPLOYEES AND DETERMINES WHAT LEVEL OF COMPENSATION IS APPROPRIATE FOR THEM GIVEN CURRENT CONTRACTUAL AND MARKET CONDITIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ONCE A REQUEST IS MADE, THE MANAGEMENT OF THE FUND ARRANGES A MUTUALLY CONVENIENT MEETING TO REVIEW ALL REQUESTED INFORMATION TO THE REQUESTED PARTIES SATISFACTION. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 474,148. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| SMW FUNDS SERVICE FACILITY INC | |||||||||
| 440 BARELL AVENUE | CARLSTADT | NJ | 07072 | 222746135 | COLLECTS RENT INCOME AND PAYS EXPS OF PROPERTY IT OWNS | NJ | 501(C)(2) | N/A | 0 |
| SMW LOCAL UNION NO 25 NJ ANNUITY FUND | |||||||||
| 440 BARELL AVENUE | CARLSTADT | NJ | 07072 | 222586286 | DEFINED CONTRIBUTION PENSION PLAN FOR MEMBERS | NJ | 501(A) | N/A | 0 |
| SMW LOCAL UNION NO 25 NJ VACATION FUND | |||||||||
| 440 BARELL AVENUE | CARLSTADT | NJ | 07072 | 222586290 | PROVIDES VACATION BENEFITS TO ITS MEMBERS | NJ | 501C(9) | N/A | 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 | 1 | 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SMW FUNDS SERVICE FACILITY INC | ||
| J | 15575 | LEASE |
| SMW FUNDS SERVICE FACILITY INC | ||
| N | 1324 | ALLOCATED COSTS FROM FUND |
| SMW FUNDS SERVICE FACILITY INC | ||
| P | 2747 | ALLOCATED COSTS FROM FUND |
| SMW LCL UNION NO 25 NJ ANNUITY FUND | ||
| N | 52094 | ALLOCATED COSTS FROM FUND |
| SMW LCL UNION NO 25 NJ ANNUITY FUND | ||
| P | 97451 | ALLOCATED COSTS FROM FUND |
| SMW LCL UNION NO 25 NJ ANNUITY FUND | ||
| O | 9300 | ALLOCATED COSTS TO FUND |
| SMW LCL UNION NO 25 NJ VACATION FUND | ||
| P | 6582 | ALLOCATED COSTS FROM FUND |
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