CHICAGO AREA JOINT WELFARE COMM ASSN FOR PNTNG CL & CLKNG LOC 52: Form 990, tax year 2019
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- Organization
- CHICAGO AREA JOINT WELFARE COMM ASSN FOR PNTNG CL & CLKNG LOC 52 (EIN 36-2344463)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-01-12
- IRS object ID
- 202100129349300635
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-12T11:33:41-06:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363332152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYGAN HAYES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20635 ABBEY WOODS CT N STE 104 | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604233183 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362344463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO AREA JT WELFARE COMM FOR | BusinessNameLine1Txt |
| Business Name Line2 | THE POINTING CLEANING CAULKING IND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 6305168008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 INDUSTRIAL DR SUITE 201 | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY ROCCO | PersonNm |
| Person Title | FUND ADMINISTRATOR | PersonTitleTxt |
| Phone | 6305168008 | PhoneNum |
| Signature | 2021-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAWN C RIGGIO | PreparerPersonNm |
| PTIN | P00982939 | PTIN |
| Phone | 8155345713 | PhoneNum |
| Preparation | 2021-01-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRY ROCCO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 INDUSTRIAL DRIVE SUITE 201 | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,276,966 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNION | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,812,838 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,377,402 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,995,295 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,913,015 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $17,808,133 | PYTotalRevenueAmt |
| CY Total Revenue | $18,290,417 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $14,308,847 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $13,736,513 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $429,048 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $418,105 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $685,448 | PYOtherExpensesAmt |
| CY Other Expenses | $635,032 | CYOtherExpensesAmt |
| PY Total Expenses | $15,423,343 | PYTotalExpensesAmt |
| CY Total Expenses | $14,789,650 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,384,790 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,500,767 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,420,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,567,862 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,575,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,775,519 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,845,271 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,792,343 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNION | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | BENEFIT CLAIMS FOR MEDICAL, DENTAL, DISABILITY, LIFE AND AD&D, SURVIVOR INCOME BENEFITS AND PRESCRIPTION DRUG MEMBER BENEFITS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT CLAIMS FOR MEDICAL, DENTAL, DISABILITY, LIFE AND AD&D, SURVIVOR INCOME BENEFITS AND PRESCRIPTION DRUG MEMBER BENEFITS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 412 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UC | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY ROCCO | PersonNm |
| Phone | 6305168008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 INDUSTRIAL DRIVE SUITE 201 | AddressLine1Txt |
| City | ELMHURST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| TERRY ROCCO | |||||||
| FUND ADMINIS | 16.00 | 24.00 | Yes (X) | $150,659 | $0 | $0 | |
| JIM ALLEN | |||||||
| TRUSTEE | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| HECTOR ARELLANO | |||||||
| TRUSTEE | 3.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN GESHWENDER | |||||||
| TRUSTEE | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| THOMAS RIVKIN | |||||||
| TRUSTEE | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARK SNEDDEN | |||||||
| TRUSTEE | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARK TETLAK | |||||||
| TRUSTEE | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,659 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | 3RD PARTY ADMIN | $496,195 |
| CYGAN HAYES LTD | |||||
| 20635 ABBEY WOODS CT NORTH SUITE 10 | FRANKFORT | IL | 60423 | AUDITOR/EMPLOYE | $130,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $13,132,849 | $13,132,849 |
| COBRA AND SELF PAY CONTRIBUTI | 525100 | $463,254 | $463,254 |
| PENALTY & INTEREST | 525100 | $3,823 | $3,823 |
| RECIPROCAL AGREEMENTS | 525100 | -$222,524 | -$222,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,377,402 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,065,601 | TotalRevenueColumnAmt |
| Exclusion | $1,065,601 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,468,185 | SecuritiesAmt |
| Other | $3,365,778 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,581,424 | SecuritiesAmt |
| Other | $2,405,125 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,886,761 | SecuritiesAmt |
| Other | $960,653 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,847,414 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,847,414 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,290,417 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,224,816 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,065,601 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,736,513 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,272 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,833 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,355 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,883 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,432 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,706 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,634 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,265 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,587 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,924 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,342 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,125 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Total | $7,779 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,789,650 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,732,387 | BOYAmt |
| EOY | $2,657,705 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,166 | BOYAmt |
| EOY | $897,770 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,200 | BOYAmt |
| EOY | $38,406 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $238,625 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $216,405 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,563 | BOYAmt |
| EOY | $22,220 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,945,158 | BOYAmt |
| EOY | $61,399,558 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,615,917 | BOYAmt |
| EOY | $2,552,203 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,420,391 | BOYAmt |
| EOY | $67,567,862 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,575,120 | BOYAmt |
| EOY | $1,775,519 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,575,120 | BOYAmt |
| EOY | $1,775,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,845,271 | BOYAmt |
| EOY | $65,792,343 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,845,271 | BOYAmt |
| EOY | $65,792,343 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,420,391 | BOYAmt |
| EOY | $67,567,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,500,767 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,553,695 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,625 | OtherCostOrOtherBasisAmt |
| Depreciation | $216,405 | DepreciationAmt |
| Book Value | $22,220 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,220 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,515,290 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,553,695 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$6,553,695 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,068,985 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $221,432 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $221,432 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,290,417 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,568,218 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $14,568,218 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $221,432 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $221,432 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,789,650 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING 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, 2020, 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, 2017. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY ROCCO | PersonNm |
| Title | FUND ADMINISTRATOR | TitleTxt |
| Base Compensation Filing Org | $150,659 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $150,659 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | BENEFIT CLAIMS FOR MEDICAL, DENTAL, DISABILITY, LIFE AND AD&D, SURVIVOR INCOME BENEFITS AND PRESCRIPTION DRUG MEMBER BENEFITS. |
| FORM 990, PART V, LINE 4B | CURACAO, CANADA, CAYMAN ISLANDS, IRELAND |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 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 15A | THE BOARD OF TRUSTEES DETERMINE THE AMOUNT OF ANNUAL COMPESATION AND TERMS OF EMPLOYMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF TRUSTEES DETERMINE THE AMOUNT OF ANNUAL COMPESATION AND TERMS OF EMPLOYMENT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ALL REQUIRED DOCUMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION MAKES SPACE AVAILABLE FOR ANYONE TO VIEW THE DOCUMENTS AT THEIR OFFICE OR COPIES CAN BE REQUESTED TO BE MAILED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TUCKPOINTERS LOCAL 52 PENSION PLAN | |||||||||
| 660 INDUSTRIAL DRIVE SUITE 201 | ELMHURST | IL | 60126 | 366122163 | PENSION BE | IL | 401A | NA | false |
| TUCKPOINTERS LOCAL 52 ANNUITY TRUST | |||||||||
| 660 INDUSTRIAL DRIVE SUITE 201 | ELMHURST | IL | 60126 | 366940923 | RETIREMENT | IL | 401A | NA | false |
| TUCKPOINTERS PROMOTIONAL TRUST | |||||||||
| 660 INDUSTRIAL DRIVE SUITE 201 | ELMHURST | IL | 60126 | 366888131 | IMPROVE EM | IL | 501C6 | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (120 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ALL MASONRY CONSTRUCTION CO | |
| N/A | false |
| ACCURATE MASONRY & RESTORATION | |
| N/A | false |
| ACTION CAULKING & SEALANTS | |
| N/A | false |
| ADC 1 IL BENEFIT FUNDS | |
| N/A | false |
| ADMINISTRATIVE DIST COUNCIL 1 | |
| N/A | false |
| ALGOZINE MASONRY RESTORATIONI | |
| N/A | false |
| JA ALGOZINE MASONRY RESTORAT | |
| N/A | false |
| ALL SEALANTS INC | |
| N/A | false |
| A-MASONRY GROUP INC | |
| N/A | false |
| APRIL BUILDING SERVICES INC | |
| N/A | false |
| ARCHITECTURAL SEALANTS INC | |
| N/A | false |
| ARMOR SEALING LLC | |
| N/A | false |
| BASIC BROTHERS | |
| N/A | false |
| BERGLUND CONSTRUCTION COMPANY | |
| N/A | false |
| BLUE SKY LLC | |
| N/A | false |
| BOFO WATERPROOFING SYSTEMS | |
| N/A | false |
| BRUNO'S TUCKPOINTING INC | |
| N/A | false |
| BULLEY & ANDREWS CONCRETE | |
| N/A | false |
| BULLEY & ANDREWS MASONRY RESTO | |
| N/A | false |
| PLAN C- BULLEY & ANDREWS | |
| N/A | false |
| JA BULLEY & ANDREWS MASONRY | |
| N/A | false |
| C & B GLASS INC | |
| N/A | false |
| C & C SEALANTS INC | |
| N/A | false |
| CAULKING CO THE | |
| N/A | false |
| CENTRAL BLDG & PRESERVATION L | |
| N/A | false |
| JA CENTRAL BUILDING & PRESER | |
| N/A | false |
| CK II CONTRACTINGINC | |
| N/A | false |
| CRUZ BROTHERS CONSTRUCTION INC | |
| N/A | false |
| DESIGN INSTALLATION SYSTEMS | |
| N/A | false |
| DISTRICT COUNCIL TRAINING CENT | |
| N/A | false |
| DOUGAL BUILDING MAINTENANCE | |
| N/A | false |
| DYNAMIC BUILDING RESTORATION | |
| N/A | false |
| JA DYNAMIC BUILDING RESTORAT | |
| N/A | false |
| E & H RESTORATION LLC | |
| N/A | false |
| FOUR PROVINCE MASONRY INC | |
| N/A | false |
| FRANK'S MASONRYINC | |
| N/A | false |
| JA FRANKS MASONRY INC | |
| N/A | false |
| G & C CONSTRUCTION INC | |
| N/A | false |
| GARFIELD BLDG MAINT CO | |
| N/A | false |
| GARIBAY MASONRY RESTORATION CO | |
| N/A | false |
| GOLF CONSTRUCTION | |
| N/A | false |
| GROVE MASONRY MAINT INC | |
| N/A | false |
| HESS | |
| N/A | false |
| HARD SURFACE FINISHERSINC | |
| N/A | false |
| HARRY S PETERSON (THE WESTERN | |
| N/A | false |
| HI-LO TUCKPOINTING | |
| N/A | false |
| ICC COMMONWEALTH CORPORATION | |
| N/A | false |
| ILLINOIS WINDOW & GLASS SERVIC | |
| N/A | false |
| INTERNATIONAL CHIMNEY CORP | |
| N/A | false |
| INTERNATIONAL MASONRY INSTITUT | |
| N/A | false |
| IWS INC ( INJECTION WATERPROO | |
| N/A | false |
| JGILL & COMPANY | |
| N/A | false |
| JPLARSEN INC | |
| N/A | false |
| JSLPRESSURE WASHING INC | |
| N/A | false |
| JIMMY'Z MASONRY CORP | |
| N/A | false |
| JLJ CONTRACTINGINC | |
| N/A | false |
| JW SEALANTS INC | |
| N/A | false |
| KAUFMAN-GALLAGHER WATERPROOF | |
| N/A | false |
| KERCHER WL LLC | |
| N/A | false |
| JA WLKERCHER LLC | |
| N/A | false |
| LMC CONSTRUCTION INC | |
| N/A | false |
| LOCAL 1 BRICKLAYERS MISSOURI | |
| N/A | false |
| LOCAL 1 OF PADE BRICKLAYERS | |
| N/A | false |
| LOCAL 15-KSMO | |
| N/A | false |
| LOCAL XXX-XX-XXXX WISCONSIN | |
| N/A | false |
| LOCAL 4 KYIND CHAPTER 3525 | |
| N/A | false |
| LOCAL 4 KYIND CHAPTER 6 | |
| N/A | false |
| LOCAL 420 CALIFORNIA | |
| N/A | false |
| LOCAL 4-IN CHAPTER 1-2-11-18-1 | |
| N/A | false |
| LOCAL 52 PROMOTIONAL FUND | |
| N/A | false |
| LOCAL 55 OHIO (COLUMBUS AREA) | |
| N/A | false |
| LOCAL 5-OK | |
| N/A | false |
| LOCAL 6 CIF-IL ROCKFORD | |
| N/A | false |
| LOCAL-8 CHAMPAIGN4-SPRINGFIEL | |
| N/A | false |
| LS CONTRACTING GROUP | |
| N/A | false |
| LUPO BLDG | |
| N/A | false |
| MBB ENTERPRISES OF CHICAGO | |
| N/A | false |
| MAC RESTORATION CONTRACTING IN | |
| N/A | false |
| MARK 1 RESTORATION CO | |
| N/A | false |
| MASTERSHIP CONSTRUCTION CO INC | |
| N/A | false |
| MCGUIRE WJ COMPANYTHE | |
| N/A | false |
| MDF SEALANTS INC | |
| N/A | false |
| MERTES CONTRACTING CORPORATION | |
| N/A | false |
| METAL ERECTORINC | |
| N/A | false |
| MIKE HARRIS MASON | |
| N/A | false |
| MTH STONE & MASONRY LLC | |
| N/A | false |
| MTM CONSTRUCTION RESTORATION L | |
| N/A | false |
| NAMAT CONSTRUCTION COINC | |
| N/A | false |
| NATIONAL RESTORATION SYSTEMS | |
| N/A | false |
| NAVY PIERINC | |
| N/A | false |
| NEXT GEN SERVICES LTD | |
| N/A | false |
| NORTHWEST TUCKPOINTING | |
| N/A | false |
| OLIVER CONSTRUCTION | |
| N/A | false |
| OLSEN TUCKPOINTING COMPANY | |
| N/A | false |
| OTTO BAUM COMPANYINC | |
| N/A | false |
| PINNACLE ERECTORSLLC | |
| N/A | false |
| PRESSURE WASHING SYSTEM BLDG C | |
| N/A | false |
| PURE PRESSURE D B A MASONRY CL | |
| N/A | false |
| REA MASONRY LLC | |
| N/A | false |
| RASCO MASON CONTRACTORS | |
| N/A | false |
| REFLECTION WINDOW COMPANY LLC | |
| N/A | false |
| RELIABLE BUILDING SYSTEMS INC | |
| N/A | false |
| RESTOREWORKS MASONRY RESTORATI | |
| N/A | false |
| PLAN C- RESTOREWORKS MASONRY R | |
| N/A | false |
| RIGGIOBORON LTD | |
| N/A | false |
| JA RIGGIOBORON LTD | |
| N/A | false |
| RV BUILDERSCORP | |
| N/A | false |
| SAGER SEALANT CORPORATION | |
| N/A | false |
| SBK BUILDING RESTORATION LLC | |
| N/A | false |
| SEYLLER'S INC | |
| N/A | false |
| SOUTHWEST MASONRY | |
| N/A | false |
| SW & CENTRAL IL 28 & 65 BRIC | |
| N/A | false |
| TNA SEALANTS INC | |
| N/A | false |
| UNION CONTRACTINGINC | |
| N/A | false |
| JA UNION CONTRACTINGINC | |
| N/A | false |
| WBF CONSTRUCTION INC | |
| N/A | false |
| WR WEIS CO INC | |
| N/A | false |
| WARD CONTRACTING & BLDG RESTOR | |
| N/A | false |
| WESTERN WATERPROOFING CO | |
| N/A | false |
| YOUNG CONCRETE ENTERPRISES INC | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |