BUILDING TRADES AFL-AGC WELFARE FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BUILDING TRADES AFL-AGC WELFARE FUND (EIN 63-0327100)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-22
- IRS object ID
- 202140819349300324
- Schema version
- 2019v5.2
- 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 | 2021-03-22T17:06:49-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650140643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN D EISENBERG CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13790 NW 4 STREET 100 | AddressLine1Txt |
| City | SUNRISE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33325 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630327100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFOF L - AGC BUILDING TRADES | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE PLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFOF | BusinessNameControlTxt |
| Phone | 2514384765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE BAILEY | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2514384765 | PhoneNum |
| Signature | 2021-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN D EISENBERG | PreparerPersonNm |
| PTIN | P00175252 | PTIN |
| Phone | 9548469490 | PhoneNum |
| Preparation | 2021-03-16 | 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 | LEE BAILEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,318,479 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | NA | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | To provide health benefits to its members. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,897,440 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,893,889 | CYProgramServiceRevenueAmt |
| PY Investment Income | $457,758 | PYInvestmentIncomeAmt |
| CY Investment Income | $468,047 | CYInvestmentIncomeAmt |
| PY Other Revenue | $37,745 | PYOtherRevenueAmt |
| CY Other Revenue | $37,806 | CYOtherRevenueAmt |
| PY Total Revenue | $13,392,943 | PYTotalRevenueAmt |
| CY Total Revenue | $11,399,742 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $11,672,605 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $10,625,923 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $157,016 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $161,749 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,237,733 | PYOtherExpensesAmt |
| CY Other Expenses | $1,257,006 | CYOtherExpensesAmt |
| PY Total Expenses | $13,067,354 | PYTotalExpensesAmt |
| CY Total Expenses | $12,044,678 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $325,589 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$644,936 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,937,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,957,864 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $150,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,058 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,787,612 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,898,806 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Organization mission to is provide health benefits to eligible participants | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | HEALTH CLAIMS PAID ON BEHALF OF PARTICIPANTS AND / OR THEIR DEPENDENTS | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2514384765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LEE BAILEY | ||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDY MILLS | ||||||
| TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLEN STEADMAN | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE JENNINGS | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ALLAN SMITH | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| TIM MILLER | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 RIVERCHASE PARKWAY EAST | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35298 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INSURANCE PROVIDER | ServicesDesc |
| Compensation | $999,418 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $10,893,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,893,889 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,893,889 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $359,627 | TotalRevenueColumnAmt |
| Exclusion | $359,627 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,300 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,300 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,300 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,027,157 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,918,737 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,420 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,420 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $108,420 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 525100 | $31,200 | $31,200 |
| MISCELLANEOUS | 525100 | $306 | $306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,506 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,399,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,040,115 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $359,627 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,625,923 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,398 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,050 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,744 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,557 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,986 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,451 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,985 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,899 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,042 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,783 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,470 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,968 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INSURANCE COMPANY ACCES | $999,418 |
| INSURANCE COMMISSIONS | $19,900 |
| TELEPHONE | $10,391 |
| UTILITIES | $5,596 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,393 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,044,678 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,712,647 | BOYAmt |
| EOY | $1,956,876 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,950 | BOYAmt |
| EOY | $1,015,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $495,309 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $409,582 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,577 | BOYAmt |
| EOY | $85,727 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,656,681 | BOYAmt |
| EOY | $17,826,231 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,972 | BOYAmt |
| EOY | $73,202 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,937,827 | BOYAmt |
| EOY | $20,957,864 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,215 | BOYAmt |
| EOY | $59,058 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,215 | BOYAmt |
| EOY | $59,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,787,612 | BOYAmt |
| EOY | $20,898,806 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,787,612 | BOYAmt |
| EOY | $20,898,806 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,937,827 | BOYAmt |
| EOY | $20,957,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$644,936 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$243,870 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,747 | OtherCostOrOtherBasisAmt |
| Book Value | $69,747 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $285,122 | DepreciationAmt |
| Book Value | $15,394 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,460 | DepreciationAmt |
| Book Value | $586 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $85,727 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $11,102,887 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$243,870 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$243,870 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,346,757 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $52,985 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $52,985 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,399,742 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,991,693 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,991,693 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $52,985 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $52,985 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,044,678 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Form 990 is presented to the Board of Trustees for review. The return is reviewed and accepted. Any changes are made prior to filing. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its financial statements and governing documents available to the public upon written request. |
| Form 990, Part XII, Line 2c: | The Board of Trustees are responsible for the oversight of the audit. There has been no change in this process. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (67 entries)
| AFL-AGC BUILDING TRADES WELFARE PLAN |
| CARP HW & PEN-DETROIT MI & VICINITY |
| CARPS - SOUTHWEST TRUST FUNDS |
| CARPS- NYC DISTRICT COUNCIL OF CARPS |
| CARPS OF WESTERN WASHINGTON - HW |
| CARPS HEALTHWELFARE - CENTRAL ILLINOIS |
| CARPS- NORTHEAST HEALTHPENSION FUND |
| CARPS OF PHILADELPHIA & VICINITY |
| CARPSDISTCOUNCIL OF STLOUIS- HW & PN |
| CARPSREGCOUNCIL - MID-SOUTH - HW |
| CARPS-ALASKA TRUST FUNDS HW & PENSION |
| CARPS-GREATER PENNSYLVANIA |
| CARPS-MW HEALTH & WELFARE - TEXAS |
| CARPS-MID-ATLANTIC HWEDISTCOUNPEN |
| CARPS-OREGON-WASHINGTON EMPTRUST FUNDS |
| COASTAL OPERATING ENGSAPPRENTRAINING |
| CONSTRUCTION INDUSTRY FUNDS - WFP |
| FLORIDA UBC H&W PENSION FUND |
| GULF COAST CARPENTERS AND MILLWRIGHTS |
| IW DISTCOUNCIL OF NEW ENGLAND - #57 |
| IW LOCAL #28 - RICHMOND VA - HW & P |
| IW LOCAL #67 - DESMOINES IOWA |
| IW- NORTHWEST HW TRUST LOC#751 |
| IW OF WESTERN PENNSYLVANIA DEPOSIT FND |
| IW SOUTHERN OHIO FRINGE FUNDS |
| IW-CALIFORNIA FIELD TRUST FUND |
| IWSTLOUIS DISTCOUNCIL HW-P FUNDS |
| INKYOH REGIONAL COUNCIL CARPENTERS |
| INDIANAKENTUCKYOHIO RC OF CARPPENSION |
| IRON WORKERS #167 HW & PENSION FUNDS |
| IRON WORKERS #25 FRINGE BENEFIT FUNDS |
| IRON WORKERS #55 - TOLEDO OHIO |
| IRON WORKERS LOCAL #5 - WASHINGTONDC |
| IRON WORKERS MID SOUTH P&W FUND |
| IRONWORKERS LOCAL #92 HW & PENSION |
| IRONWORKERS LOCAL NO 798 |
| IUOE #181 #320 & TVA |
| IUOE & PIPELINE EMPLOYEES |
| IUOE LOCAL 653 |
| IW #798 APPRENTICESHIP & TRAINING FUND |
| IW MID-SOUTH - HEALTHWELF - OKLAHOMA |
| IW TENN VALLEY WELFAREPENSION FUND |
| MICHIGAN CARPENTERS FRINGE BENEFIT FUNDS |
| MID-CENTRAL OPERATING ENGINEERS |
| MID-SOUTH CARPSREGIONAL COUNTRAINING |
| MILLWRIGHTS LOCAL # 1192 |
| MO-KAN IRON WORKERS WP FUNDS |
| NEW ENGLAND CARPENTERS HEALTH BENFFUNDS |
| NKC CONVEYOR INSTALLATION COMPANY |
| NOCENTRAL STATES REGCOUNCARPS-HEALTH |
| OHIO CARPENTERS HW FUNDS |
| OKARK CARPENTERS JOINT FUNDS |
| OPERATING ENG LOCAL 234 HW |
| OPERATING ENGINEERS #324 HEALTH CARE PLN |
| OPERATING ENGINEERS LOCAL 474 H & W |
| OPERATING ENGINEERS LOCAL 520 WF & PF |
| OPERATING ENGINEERS TRUST -WASHINGTON DC |
| OPERATING ENGRSLOCAL #312 HW FUND |
| SECARPS-MW H&WPENSION FUNDS |
| SHEET METAL WORKERS #441 WELFARE FUND |
| SOUTHEASTERN IRONWORKERS WELFARE FUND |
| SOUTHEASTERN IW HEALTH CARE PLAN |
| SOUTHERN OPERATORS HEALTH |
| SOUTHERN STATES MILLWRIGHT REG COUNCIL |
| TEXAS IRON WORKERS TRUST FUNDS |
| TWIN CITIES CARPENTERS HW & PEN FUND |
| TWIN CITIES IRON WORKERS - HW & PENSION |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (80 entries)
| ADVANTAGE INDUSTRIAL SYSTEMS LLC |
| AERIE AEROSPACE |
| AKATA GLOBAL |
| ALL KRAFT ERECTORS INC |
| ASHTON AND COMPANY INC |
| ATLANTIC PLANT MAINTENANCE |
| ATLAS INDUSTRIAL CONTRACTORS LLC |
| AXIS MECHANICAL GROUP INC |
| B & G CRANE SERVICE |
| BH CRAIG CONSTRUCTION CO INC |
| BABCOCK & WILCOX CO |
| BARNHART CRANE & RIGGING |
| BHI ENERGY SPECIALTY SERVICE |
| BIGGIE CRANE AND RIGGING CO |
| BOLDT COMPANY THE |
| BRANDSAFWAY INDUSTRIES LLC |
| BSE INDUSTRIAL CONTRACTORS INC |
| BUILDING SPECIALTY SYSTEMS INC |
| CR MEYER & SONS COMPANY |
| CARDINAL CONTRACTING LLC |
| CENTRAL CONVEYOR COMPANY |
| CENTRAL SOUTH CARPS REC COUNCIL |
| CHAMPION PAINTING SPECIALTY SERVICES |
| CHICAGO DISTRICT COUNCIL OF CARPS |
| COASTAL CRANE & RIGGING INC |
| COLBURN CONSTRUCTION INC |
| COMMERCIAL CONTRACTING CORPORATION |
| D & D MACHINERY MOVERS & MW INC |
| D H GRIFFIN CONTRACTING INC |
| DAY & ZIMMERMAN NPS INC |
| DEARBORN CRANE AND ENGINEERING COMPANY |
| DUNCAN MACHINERY MOVERS INC |
| ELK RIVER MECHANICAL & CONTROLS LLC |
| ER GROUP LLC DBA ENGINEERED RIGGING |
| ETHOS ENERGY FIELD SERVICES |
| FLUOR MAINTENANCE SERVICES |
| GENESYS |
| H & R INDUSTRIAL CONTRACTORSINC |
| HEARTLAND HEALTHCARE FUND |
| I-C CONTRACTORS INC |
| INDUSTRIAL PLANT SERVICES NATIONAL LLC |
| INTERNATIONAL INDUSTRIAL CONTRACTING CRP |
| IRON MOUNTAIN CONSTRUCTION |
| JOHNSON CONTRACTORS INC |
| K POWER |
| M A MORTENSON COMPANY |
| MAX HOIST INC |
| MAXIM CRANE WORKS |
| MCABEE CONSTRUCTION CO |
| MCT SERVICES LLC |
| MIDWEST STEEL INC |
| MILLER MECHANICAL SERVICE INC |
| MMC CONTRACTORS NATIONAL INC |
| MONARCH WELDING & ENGINEERING |
| MULTI STATE INDUSTRIAL CONTRACTORS |
| NATIONAL STEEL DBA STEEL CITY ERECTING |
| OCONNOR CORPORATION |
| PCI ENERGY SERVICES |
| PERFORMANCE CONTRACTING INC |
| PIQUA STEEL COMPANY |
| PRECISION STONE |
| PRECISION SURVEILLANCE CORPORATION |
| SARENS USA INC (dba SARENS) |
| SCHUFF STEEL COMPANY |
| SIEMENS GENERATION SERVICES |
| SILMAN CONSTRUCTION |
| SONGER STEEL SERVICES |
| STEBBINS ENGINEERING CO |
| TENNESSEE VALLEY INDUSTRIAL EMI CORP |
| TOPS FIELD SERVICES |
| TRADE-MARK INDUSTRIAL LLC |
| TURBINE PROS LLC |
| URS |
| UNITED STEEL WORKS INC |
| UNIVERSAL PLANT SERVICES |
| VULCAN INDUSTRIAL CONTRACTORS |
| W SOULE & COMPANY |
| WENGER CORPORATION |
| WILLIAMS PLANT SERVICE LLC |
| ZPMC USA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |