THE BAC LOCAL UNION 15 WELFARE FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE BAC LOCAL UNION 15 WELFARE FUND (EIN 23-7386028)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2020-02-12
- IRS object ID
- 202000449349300000
- Schema version
- 2018v3.1
- 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 | 2020-02-12T22:52:26-06:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237386028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAC LOCAL UNION 15 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BACL | BusinessNameControlTxt |
| Phone | 8167772668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD NO 805 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON HUNT | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8167772668 | PhoneNum |
| Signature | 2020-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE B KIMBROUGH | PreparerPersonNm |
| PTIN | P01320005 | PTIN |
| Phone | 8164721122 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.197.31.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-12 | IPDt |
| IP Tm | 15:36:42 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EFC68BE7FD4BA45B754DAFD63C7D03A33D45F3DA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DON HUNT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD NO 805 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,530,339 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8 | 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 | $8,542,268 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,009,813 | CYProgramServiceRevenueAmt |
| PY Investment Income | $275,306 | PYInvestmentIncomeAmt |
| CY Investment Income | $467,302 | CYInvestmentIncomeAmt |
| PY Other Revenue | $88,932 | PYOtherRevenueAmt |
| CY Other Revenue | $360,871 | CYOtherRevenueAmt |
| PY Total Revenue | $8,906,506 | PYTotalRevenueAmt |
| CY Total Revenue | $8,837,986 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $6,864,210 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $7,453,996 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,094,620 | PYOtherExpensesAmt |
| CY Other Expenses | $1,156,932 | CYOtherExpensesAmt |
| PY Total Expenses | $7,958,830 | PYTotalExpensesAmt |
| CY Total Expenses | $8,610,928 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $947,676 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $227,058 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,965,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,657,994 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $114,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $226,836 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,851,030 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,431,158 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 249 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 | WILSON MCSHANE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8167772668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD 805 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DON HUNT | ||||||
| TRUSTEE/CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRAIG HYDEMAN | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE PFAU | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD WEHRLE | ||||||
| ALTERNATE TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE MORROW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY DAVEY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW TREUNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK RILEY | ||||||
| TRUSTEE | 1.00 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| PO BOX 219454 | KANSAS CITY | MO | 64121 | ADMINISTRATIVE SERVICES | $290,485 |
| ARNOLD NEWBOLD WINTER & JACKSON PC | |||||
| 1100 MAIN STREET SUITE 2001 | KANSAS CITY | MO | 64105 | LEGAL SERVICES | $176,109 |
| WILSON MCSHANE CORPORATION | |||||
| 3100 BROADWAY BLVD 805 | KANSAS CITY | MO | 64111 | ADMINISTRATIVE SERVICES | $134,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTOR CONTRIBUTIONS | 900099 | $6,878,648 | $6,878,648 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $1,131,165 | $1,131,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,009,813 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $418,610 | TotalRevenueColumnAmt |
| Exclusion | $418,610 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,741,045 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,692,353 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,692 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,692 | TotalRevenueColumnAmt |
| Exclusion | $48,692 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESCRIPTION REBATES | 900099 | $282,040 | $282,040 |
| MEDICARE PART D SUBSIDY | 900099 | $78,831 | $78,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $360,871 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,837,986 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,370,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $467,302 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,453,996 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,878 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,934 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,871 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,520 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,934 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,056 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,137 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,220 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HEALTH CARE REFORM | $3,745 |
| BANK FEES | $1,637 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,610,928 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,234,332 | BOYAmt |
| EOY | $1,001,370 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,348 | BOYAmt |
| EOY | $1,038,228 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,309 | BOYAmt |
| EOY | $31,105 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,737,011 | BOYAmt |
| EOY | $19,320,163 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,340 | BOYAmt |
| EOY | $267,128 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,965,340 | BOYAmt |
| EOY | $21,657,994 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,393 | BOYAmt |
| EOY | $175,648 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,917 | BOYAmt |
| EOY | $51,188 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,310 | BOYAmt |
| EOY | $226,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,851,030 | BOYAmt |
| EOY | $21,431,158 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,851,030 | BOYAmt |
| EOY | $21,431,158 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,965,340 | BOYAmt |
| EOY | $21,657,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $227,058 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $353,070 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYER EXCESS CONTRIBUTIONS | $48,271 |
| UNCLAIMED BENEFITS | $2,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,188 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,191,056 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $353,070 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $353,070 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,837,986 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,837,986 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,610,928 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,610,928 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,610,928 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DAY-TO-DAY MANAGEMENT AND FINANCIAL OPERATIONS ARE PERFORMED BY A MANAGEMENT COMPANY, TIC INTERNATIONAL THROUGH APRIL 30, 2018 AND WILSON MCSHANE CORPORATION STARTING MAY 1, 2018. THE MANAGEMENT COMPANY ACTS UNDER THE DIRECTION OF THE BOARD AND PROVIDES PERIODIC FINANCIAL REPORTING TO THE BOARD FOR THEIR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | RETURN WAS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. DRAFT REVIEWED BY SELECTED MEMBERS OF THE AUDIT COMMITTEE, AND THE RETURN IS REVIEWED AND APPROVED AT A BOARD MEETING PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| BAC LOCAL UNION 15 APPRENTICESHIP AND TRAINING FUND | ||||||||
| 6405 METCALF SUITE 200 | OVERLAND PARK | KS | 66202 | 431675429 | TRAINING AND EDUCATION | KS | 501(C)(5) | 0 |
| BAC LOCAL UNION 15 PENSION PLAN | ||||||||
| 6405 METCALF SUITE 200 | OVERLAND PARK | KS | 66202 | 436102453 | EMPLOYEE BENEFITS | KS | 401 (A) | 0 |
| BAC LOCAL UNION 15 SUPPLEMENTAL PLAN | ||||||||
| 6405 METCALF SUITE 200 | OVERLAND PARK | KS | 66202 | 436102453 | EMPLOYEE BENEFITS | KS | 401 (A) | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| C & M MASONRY LLC |
| CORE CONSTRUCTORS LLC |
| KC HAWKS CONSTRUCTION LLC |
| KOCH KNIGHT LLC |
| KOTAS ENTERPRISES LLC |
| LARKIN CONTRACTING LLC |
| LONESTAR SIERRA LLC |
| LUSKER MASONRY LLC |
| MASONRY KC LLC |
| MID-AMERICAN TILE CONTRS LLC |
| ST CHARLES BRICK CO LLC |
| THORNTON MASONRY LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (112 entries)
| AK LEE CONSTRUCTION |
| AAA MASONRY |
| ARMOR MAX CONSTRUCTION |
| ARREDONDO MASONRY CONSTR |
| ATKINS WEATHERPROOFING |
| BAC LOCAL 15 |
| BAC LOCAL 1 |
| BAC LOCAL 3 ROCHESTER NY |
| BAC LOCAL 32 INSURANCE FUND |
| BAC LOCAL 4 BENEFIT FUND |
| BAC LOCAL 5 NEW JERSEY |
| BBR MASONRY CONSTR |
| BERGLUND CONSTRUCTION |
| BOAN MASONRY |
| BOB'S SPARKLE WASH |
| BRICK MASONS TRUST FUND |
| BRICKLAYERS LOCAL #1 |
| BULLEY & ANDREWS MASONRY - JC |
| C & M RESTORATIONS INC |
| CARTHAGE MARBLE |
| CENTRAL ILLINOIS BRICKLAYERS |
| CHAMBERLIN CONTRACTING |
| CHICAGO TILE INSTITUTE |
| CONST&TURNAROUND SVC |
| CONSTRUCTION INDUSTRY FUND |
| CORESLAB STRUCTURES INC |
| D AND D MASONRY |
| D AND D SEALANTS |
| DC MASONRY INC |
| DG SKOUSE CO INC |
| DH RESTORATION |
| DESCO COATINGS INC |
| DETROIT & VICINITY H&W FUND |
| DISABILITY CREDIT HOURS |
| DUFFY BROTHERS CONST |
| FA ENTERPRISES |
| FABCON INC |
| FERRIS KIMBALL CO |
| GAGNON INC |
| GILLESPIE & POWERS INC |
| GUY NIELSON CO |
| HEIMBROCK INC |
| HEITKAMP MASONRY |
| HOLTMAN MASONRY |
| HOT TECH INCORPORATED |
| IMI-JOB CORP INSTRUCTORS |
| INDIANAPOLIS BRICKLAYERS PENS |
| INTERNATIONAL MASONRY TRN |
| IOWA LABORERS WELFARE FUND |
| J & D MASONRY |
| J T THORPE & SON INC |
| J T THORPE COMPANY |
| J W MCGLADE MASONRY |
| JABRAL INC |
| JAMES G STAAT TUCKPOINT |
| JDS MASONRY INC |
| JE DUNN CONSTRUCTION |
| JERRY BENNETT MASONRY |
| JOHN J SMITH MASONRY |
| JUSPATTON CONSTRUCTION INC |
| KANSAS BUILDING TRADES |
| KEHM CONTRACTORS INC |
| LES COLLINS PLASTERING INC |
| LIFT INC |
| LILJA CORP |
| MARTIN C HECK BRICK CONT CO |
| MASONRY INDUSTRY TRUST ADMIN |
| MATRIX NORTH AMERICAN CONSTR |
| MAV MASONRY INC |
| MCGILL RESTORATION |
| METRO TILE CONTRACTORS |
| MICHIGAN BAC #9 |
| MID-AMERICA CONCRETE SURFACING |
| MIDLAND MARBLE |
| NATIONAL ACID PROOFING |
| NATIONAL MACHINERY & CONVEYOR |
| OHIO BRICKLAYERS |
| OHIO BRICKLAYERS FRINGE BEN |
| OMAHA CONSTRUCTION |
| PEACOCK MASONRY INC |
| PLIBRICO |
| QUALITY RESTORATION & SEALANTS |
| R&K DANKENBRING MASONRY |
| REALM CONSTRUCTION INC |
| REFTECH INTERNATIONAL |
| RICK WOOD CONSTRUCTION |
| ROBERT TREUNER MASONRY |
| ROBISON CONTRACTORS INC |
| RON SANDERS MASONRY |
| S AND W WATERPROOFING |
| SANDERS & WOOD MASONRY |
| SCHLEIS FLOOR COVERING |
| SCHMIDT BRICK & STONE |
| SDS BUILDERS INC |
| SEEDORFF MASONRY INC |
| SOUTHWEST ILLINOIS BRICKLAYERS |
| SSSI-SONGER STEEL SERVICES |
| STAAT INC |
| STERLING BOILER & MECHANICAL |
| STEWART SERVICES INC |
| THORNTON-LAWLEY ENTERPRISE |
| TRIO MASONRY INC |
| TUCKPOINTERS LOCAL 52 |
| UNION TROWEL TRADES CENTRAL PA |
| UNIVERSAL BLASTCO |
| UTAH LOCAL 1 WELFARE |
| WESTERN SPECIALTY CONTRACTORS |
| WESTERN WATERPROOFING |
| WILLIAMS MASONRY INC |
| WILLIAMS REFRACTORY INC |
| WISCONSIN MASONS WELFARE FUND |
| WISCONSIN TERRAZZO TILE |
| 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 |