STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CHICAGO AREA JOINT WELFARE COMM ASSN FOR PNTNG CL & CLKNG LOC 52: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHICAGO AREA JOINT WELFARE COMM ASSN FOR PNTNG CL & CLKNG LOC 52 (EIN 36-2344463)
Tax period
2021-05-01 to 2022-04-30
Filed
2023-02-01
IRS object ID
202330329349301108
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2023-02-01T09:30:57-05:00ReturnTs
Tax Period End2022-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363332152PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CYGAN HAYES LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120635 ABBEY WOODS CT N STE 104AddressLine1Txt
CityFRANKFORTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60423ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362344463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHICAGO AREA JT WELFARE COMM FORBusinessNameLine1Txt
Business Name Line2THE POINTING CLEANING CAULKING INDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHICBusinessNameControlTxt
Phone6305168008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 INDUSTRIAL DR SUITE 201AddressLine1Txt
CityELMHURSTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60126ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN KALLIANISPersonNm
Person TitleFUND ADMINISTRATORPersonTitleTxt
Phone6305168008PhoneNum
Signature2023-01-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastKALLIANISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAWN C RIGGIOPreparerPersonNm
PTINP00982939PTIN
Phone8155345713PhoneNum
Preparation2023-01-24PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN KALLIANISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 INDUSTRIAL DRIVE SUITE 201AddressLine1Txt
CityELMHURSTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60126ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,681,748GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressTUCKPOINTERS52BENEFITS.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1955FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNIONActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee31TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$12,196,749PYProgramServiceRevenueAmt
CY Program Service Revenue$11,943,475CYProgramServiceRevenueAmt
PY Investment Income$8,897,670PYInvestmentIncomeAmt
CY Investment Income$4,302,650CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$21,094,419PYTotalRevenueAmt
CY Total Revenue$16,246,125CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$15,463,701PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$18,135,028CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$426,565PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$475,458CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$749,149PYOtherExpensesAmt
CY Other Expenses$773,709CYOtherExpensesAmt
PY Total Expenses$16,639,415PYTotalExpensesAmt
CY Total Expenses$19,384,195CYTotalExpensesAmt
PY Revenues Less Expenses$4,455,004PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,138,070CYRevenuesLessExpensesAmt
Total Assets BOY$87,346,967TotalAssetsBOYAmt
Total Assets EOY$70,244,195TotalAssetsEOYAmt
Total Liabilities BOY$1,762,182TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,376,376TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$85,584,785NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$68,867,819NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescBENEFIT CLAIMS FOR MEDICAL, DENTAL, DISABILITY, LIFE AND AD&D, SURVIVOR INCOME BENEFITS AND PRESCRIPTION DRUG MEMBER BENEFITS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescBENEFIT CLAIMS FOR MEDICAL, DENTAL, DISABILITY, LIFE AND AD&D, SURVIVOR INCOME BENEFITS AND PRESCRIPTION DRUG MEMBER BENEFITS.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document423IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee31EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUCForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN KALLIANISPersonNm
Phone6305168008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 INDUSTRIAL DRIVE SUITE 201AddressLine1Txt
CityELMHURSTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60126ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
TERRY ROCCO
FUND ADMINIS16.0024.00Yes (X)$157,431$0$0
HECTOR ARELLANO
TRUSTEE3.006.00$0$0$0Yes (X)
KEVIN GESHWENDER
TRUSTEE1.002.00$0$0$0Yes (X)
THOMAS LAIRD
TRUSTEE1.000.00$0$0$0Yes (X)
THOMAS RIVKIN
TRUSTEE1.001.50$0$0$0Yes (X)
TERRY SADOWSKI
TRUSTEE3.000.00$0$0$0Yes (X)
MICHAEL VOLPENTESTA
TRUSTEE1.002.00$0$0$0Yes (X)
JOHN KALLIANIS
FUND ADMINIS$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$157,431TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPH STREETCHICAGOIL606013RD PARTY ADMIN$507,908
CYGAN HAYES LTD
20635 ABBEY WOODS CT NORTH SUITE 10FRANKFORTIL60423AUDITOR/EMPLOYE$145,077
THE SEGAL COMPANY
101 NORTHWACKER DRIVECHICAGOIL60606ACTUARY$138,826SUITE 500
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$11,386,177$11,386,177
COBRA AND SELF PAY CONTRIBUTI525100$722,751$722,751
PENALTY & INTEREST525100$1,419$1,419
RECIPROCAL AGREEMENTS525100-$166,872-$166,872
FieldValueIRS element (for citing)
Total Program Service Revenue$11,943,475TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$873,676TotalRevenueColumnAmt
Exclusion$873,676ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,005,287SecuritiesAmt
Other$5,859,310OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,870,287SecuritiesAmt
Other$5,565,336OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,135,000SecuritiesAmt
Other$293,974OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,428,974TotalRevenueColumnAmt
Related Or Exempt Func Income$3,428,974RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,246,125TotalRevenueColumnAmt
Related Or Exempt Func Income$15,372,449RelatedOrExemptFuncIncomeAmt
Exclusion$873,676ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$18,135,028TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$405,202TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$70,256TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$50,741TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$153,154TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$275,956TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$98,790TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$67,173TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$58,384TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$31,906TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$94TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,843TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,124TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Total$8,544TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$19,384,195TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,324,897BOYAmt
EOY$5,486,755EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$907,280BOYAmt
EOY$838,603EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$67,416BOYAmt
EOY$40,250EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$238,626LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$232,090LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,378BOYAmt
EOY$6,536EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$68,266,957BOYAmt
EOY$47,963,386EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$15,766,039BOYAmt
EOY$15,908,665EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$87,346,967BOYAmt
EOY$70,244,195EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,762,182BOYAmt
EOY$1,376,376EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,762,182BOYAmt
EOY$1,376,376EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$85,584,785BOYAmt
EOY$68,867,819EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,584,785BOYAmt
EOY$68,867,819EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$87,346,967BOYAmt
EOY$70,244,195EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,138,070ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,578,896NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$238,626OtherCostOrOtherBasisAmt
Depreciation$232,090DepreciationAmt
Book Value$6,536BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,536TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
NHIT CORE PLUS FIXED INCOME FUND$5,537,019F
PARAMETRIC DEFENSIVE EQUITY FUND$4,662,242F
DAVIDSON KEMPNER DISTRESSED$4,498,523F
RENAISSANCE INSTITUTIONAL FUND$1,208,780F
PINE RIVER FUND LTD$2,101F
FieldValueIRS element (for citing)
Total Book Value Securities$15,908,665TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,391,273TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,578,896NetUnrealizedGainsInvstAmt
Revenue Not Reported-$13,578,896RevenueNotReportedAmt
Revenue Subtotal$15,970,169RevenueSubtotalAmt
Investment Expenses Not Incld$275,956InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$275,956RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,246,125TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$19,108,239TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$19,108,239ExpensesSubtotalAmt
Investment Expenses Not Incld2$275,956InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$275,956ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$19,384,195TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITES 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 POSITION TAKEN BY THE PLAN AND CONCLUDED THAT AS OF APRIL 30, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECONGITION OF A LIABILITY (OR ASSET) OR DISCLUSRE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISTICTIONS; 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, 2019.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTERRY ROCCOPersonNm
TitleFUND ADMINISTRATORTitleTxt
Base Compensation Filing Org$157,431BaseCompensationFilingOrgAmt
Total Compensation Filing Org$157,431TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DBENEFIT CLAIMS FOR MEDICAL, DENTAL, DISABILITY, LIFE AND AD&D, SURVIVOR INCOME BENEFITS AND PRESCRIPTION DRUG MEMBER BENEFITS.
FORM 990, PART V, LINE 4BCURACAO, CANADA, CAYMAN ISLANDS, IRELAND
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD OF TRUSTEES USE THE REVIEWED FINANCIAL STATEMENTS AND THEIR COLLECTIVE KNOWLEDGE OF INCOME TAX PREPARATION TO REIVEW 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, PAGE 6, PART VI, LINE 15ATHE BOARD OF TRUSTEES DETERMINE THE AMOUNT OF ANNUAL COMPESATION AND TERMS OF EMPLOYMENT.
FORM 990, PAGE 6, PART VI, LINE 15BTHE BOARD OF TRUSTEES DETERMINE THE AMOUNT OF ANNUAL COMPESATION AND TERMS OF EMPLOYMENT.
FORM 990, PAGE 6, PART VI, LINE 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
TUCKPOINTERS LOCAL 52 PENSION PLAN
660 INDUSTRIAL DRIVE SUITE 201ELMHURSTIL60126366122163PENSION BEIL401ANAfalse
TUCKPOINTERS LOCAL 52 ANNUITY TRUST
660 INDUSTRIAL DRIVE SUITE 201ELMHURSTIL60126366940923RETIREMENTIL401ANAfalse
TUCKPOINTERS PROMOTIONAL TRUST
660 INDUSTRIAL DRIVE SUITE 201ELMHURSTIL60126366888131IMPROVE EMIL501C6NAfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (113 entries)

Direct Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
(RESIDENTIAL)CORONA CRAFT REST
N/Afalse
A-MASONRY GROUP INC
N/Afalse
ALL MASONRY CONSTRUCTION CO
N/Afalse
ACCURATE MASONRY & RESTORATION
N/Afalse
ACTION CAULKING & SEALANTS
N/Afalse
ADC 1 IL BENEFIT FUNDS
N/Afalse
ADMINISTRATIVE DIST COUNCIL 1
N/Afalse
ALGOZINE MASONRY RESTORATIONI
N/Afalse
ALL SEALANTS INC
N/Afalse
APRIL BUILDING SERVICES INC
N/Afalse
ARCHITECTURAL SEALANTS INC
N/Afalse
ARMOR SEALING LLC
N/Afalse
BASIC BROTHERS
N/Afalse
BERGLUND CONSTRUCTION COMPANY
N/Afalse
BLUE SKY LLC
N/Afalse
BOFO WATERPROOFING SYSTEMS
N/Afalse
BRUNO'S TUCKPOINTING INC
N/Afalse
BULLEY & ANDREWS CONCRETE
N/Afalse
BULLEY & ANDREWS MASONRY RESTO
N/Afalse
JA BULLEY & ANDREWS MASONRY
N/Afalse
PLAN C- BULLEY & ANDREWS
N/Afalse
C & B GLASS INC
N/Afalse
C & C SEALANTS INC
N/Afalse
CAULKING CO THE
N/Afalse
CENTRAL BLDG & PRESERVATION L
N/Afalse
JA CENTRAL BUILDING & PRESER
N/Afalse
CK II CONTRACTINGINC
N/Afalse
CRUZ BROTHERS CONSTRUCTION INC
N/Afalse
DESIGN INSTALLATION SYSTEMS
N/Afalse
DISTRICT COUNCIL TRAINING CENT
N/Afalse
DOUGAL BUILDING MAINTENANCE
N/Afalse
DRIVE CONSTRUCTION INC
N/Afalse
DYNAMIC BUILDING RESTORATION
N/Afalse
JA DYNAMIC BUILDING RESTORAT
N/Afalse
FRANK'S MASONRYINC
N/Afalse
JA FRANKS MASONRY INC
N/Afalse
G & C CONSTRUCTION INC
N/Afalse
GARFIELD BLDG MAINT CO
N/Afalse
GARIBAY MASONRY RESTORATION CO
N/Afalse
GOLF CONSTRUCTION
N/Afalse
GROVE MASONRY MAINT INC
N/Afalse
HESS
N/Afalse
HARD SURFACE FINISHERSINC
N/Afalse
HARRY S PETERSON (THE WESTERN
N/Afalse
HI-LO TUCKPOINTING
N/Afalse
ICC COMMONWEALTH CORPORATION
N/Afalse
ILLINOIS WINDOW & GLASS SERVIC
N/Afalse
INTERNATIONAL MASONRY INSTITUT
N/Afalse
IWS INC ( INJECTION WATERPROO
N/Afalse
JPLARSEN INC
N/Afalse
JSLPRESSURE WASHING INC
N/Afalse
JIMMY'Z MASONRY CORP
N/Afalse
JLJ CONTRACTINGINC
N/Afalse
JW SEALANTS INC
N/Afalse
KAUFMAN-GALLAGHER WATERPROOF
N/Afalse
KERCHER WL LLC
N/Afalse
JA WLKERCHER LLC
N/Afalse
KORELLIS ROOFING INC
N/Afalse
LMC CONSTRUCTION INC
N/Afalse
LOCAL 1 BRICKLAYERS MISSOURI
N/Afalse
LOCAL 1 MN & ND BRICKLAYERS
N/Afalse
LOCAL 1 OF PADE BRICKLAYERS
N/Afalse
LOCAL 15-KSMO
N/Afalse
LOCAL XXX-XX-XXXX WISCONSIN
N/Afalse
LOCAL 4 KYIND CHAPTER 3525
N/Afalse
LOCAL 4 KYIND CHAPTER 6
N/Afalse
LOCAL 4-IN CHAPTER 1-2-11-18-1
N/Afalse
LOCAL 420 CALIFORNIA
N/Afalse
LOCAL 52 PROMOTIONAL FUND
N/Afalse
LOCAL 55 OHIO (COLUMBUS AREA)
N/Afalse
LOCAL 6 CIF-IL ROCKFORD
N/Afalse
LS CONTRACTING GROUP
N/Afalse
LUPO BLDG
N/Afalse
MBB ENTERPRISES OF CHICAGO
N/Afalse
MAC RESTORATION CONTRACTING IN
N/Afalse
MARK 1 RESTORATION CO
N/Afalse
MASTERSHIP CONSTRUCTION CO INC
N/Afalse
MCGUIRE WJ COMPANYTHE
N/Afalse
MDF SEALANTS INC
N/Afalse
MERTES CONTRACTING CORPORATION
N/Afalse
MIKE HARRIS MASON
N/Afalse
JA MIKE HARRIS MASON CONTRAC
N/Afalse
MTH STONE & MASONRY LLC
N/Afalse
MTM CONSTRUCTION RESTORATION L
N/Afalse
NAMAT CONSTRUCTION COINC
N/Afalse
NATIONAL RESTORATION SYSTEMS
N/Afalse
NAVY PIERINC
N/Afalse
NEXT GEN SERVICES LTD
N/Afalse
NORTHWEST TUCKPOINTING
N/Afalse
OLIVER CONSTRUCTION
N/Afalse
OLSEN TUCKPOINTING COMPANY
N/Afalse
OTTO BAUM COMPANYINC
N/Afalse
PINNACLE ERECTORSLLC
N/Afalse
PRESSURE WASHING SYSTEM BLDG C
N/Afalse
PURE PRESSURE D B A MASONRY CL
N/Afalse
REA MASONRY LLC
N/Afalse
REFLECTION WINDOW COMPANY LLC
N/Afalse
RELIABLE BUILDING SYSTEMS INC
N/Afalse
RESTOREWORKS MASONRY RESTORATI
N/Afalse
PLAN C- RESTOREWORKS MASONRY R
N/Afalse
RIGGIOBORON LTD
N/Afalse
JA RIGGIOBORON LTD
N/Afalse
RV BUILDERSCORP
N/Afalse
SAGER SEALANT CORPORATION
N/Afalse
SBK BUILDING RESTORATION LLC
N/Afalse
SEYLLER'S INC
N/Afalse
SOUTHWEST MASONRY
N/Afalse
TNA SEALANTS INC
N/Afalse
UNION CONTRACTINGINC
N/Afalse
JA UNION CONTRACTINGINC
N/Afalse
WARD CONTRACTING & BLDG RESTOR
N/Afalse
WESTERN WATERPROOFING CO
N/Afalse
YOUNG CONCRETE ENTERPRISES INC
N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd