BUILDING TRADES AFL-AGC WELFARE FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BUILDING TRADES AFL-AGC WELFARE FUND (EIN 63-0327100)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-17
- IRS object ID
- 202040489349301229
- 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 | 2020-02-17T19:24:06-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-01-15 | 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 | 2020-02-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.0.172.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-17 | IPDt |
| IP Tm | 20:21:40 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 98A4FC80CBC72430DE97F64CA63BA7A6CE97FF12 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 98A4FC80CBC72430DE97F64CA63BA7A6CE97FF12 | 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) |
|---|---|---|
| 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 | $23,050,902 | 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 | $11,368,922 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,897,440 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,003,161 | PYInvestmentIncomeAmt |
| CY Investment Income | $457,758 | CYInvestmentIncomeAmt |
| PY Other Revenue | $37,762 | PYOtherRevenueAmt |
| CY Other Revenue | $37,745 | CYOtherRevenueAmt |
| PY Total Revenue | $12,409,845 | PYTotalRevenueAmt |
| CY Total Revenue | $13,392,943 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $8,765,513 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,672,605 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $150,788 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $157,016 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,218,797 | PYOtherExpensesAmt |
| CY Other Expenses | $1,237,733 | CYOtherExpensesAmt |
| PY Total Expenses | $10,135,098 | PYTotalExpensesAmt |
| CY Total Expenses | $13,067,354 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,274,747 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $325,589 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,023,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,937,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $231,392 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150,215 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,792,529 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,787,612 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 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 | 1289 | 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 | LAURI KENNEDY | 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 | $1,019,588 | 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 | $12,897,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,897,440 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,897,440 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $347,392 | TotalRevenueColumnAmt |
| Exclusion | $347,392 | 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 | $9,768,325 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,657,959 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,366 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,366 | 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 | $245 | $245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,445 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,392,943 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,045,551 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $347,392 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,672,605 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,117 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,778 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,474 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,647 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,791 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,997 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,200 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,409 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,737 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,114 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,949 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,260 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INSURANCE COMPANY ACCES | $1,019,588 |
| INSURANCE COMMISSIONS | $18,700 |
| TELEPHONE | $10,212 |
| UTILITIES | $5,918 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,733 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,067,354 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,977,095 | BOYAmt |
| EOY | $2,712,647 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,299,910 | BOYAmt |
| EOY | $1,406,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $494,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $406,112 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,526 | BOYAmt |
| EOY | $88,577 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,583,751 | BOYAmt |
| EOY | $17,656,681 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,639 | BOYAmt |
| EOY | $72,972 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,023,921 | BOYAmt |
| EOY | $21,937,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,392 | BOYAmt |
| EOY | $150,215 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,392 | BOYAmt |
| EOY | $150,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,792,529 | BOYAmt |
| EOY | $21,787,612 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,792,529 | BOYAmt |
| EOY | $21,787,612 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,023,921 | BOYAmt |
| EOY | $21,937,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $325,589 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $669,494 | 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 | $281,726 | DepreciationAmt |
| Book Value | $18,790 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,386 | DepreciationAmt |
| Book Value | $40 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,577 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $14,010,237 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $669,494 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $669,494 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,340,743 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $52,200 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $52,200 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,392,943 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,015,154 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,015,154 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $52,200 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $52,200 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,067,354 | 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 procedure. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (69 entries)
| A F L-A G C Building Trades Welfare Plan |
| Coastal Operating EngsApprenTraining |
| Ironworkers Local No 798 |
| I U O E Local 653 |
| I W #798 Apprenticeship & Training Fund |
| Mid-South CarpsRegional CounTraining |
| Millwrights Local # 1192 |
| Southern States Millwright Reg Council |
| Carps - Southwest Trust Funds |
| Carps - Will County Local #174 |
| Carps Health Fund Of West Virginia |
| Carps- Nyc District Council Of Carps |
| Carps Of Western Washington - HW |
| Carps HW & Pen- Northern California |
| Carps HealthWelfare - Central Illinois |
| Carps- Northeast HealthPension Fund |
| Carps Of Philadelphia & Vicinity |
| CarpsDistCounHealth Fund-Milwaukee |
| CarpsDistCouncil Of StLouis- HW & Pn |
| CarpsRegCouncil - Mid-South - HW |
| Carps-Greater Pennsylvania |
| Carps-Louisiana Regional Coun HW & Pen |
| Carps-MW Health & Welfare - Texas |
| Carps-Mid-Atlantic HWEDistCounPen |
| Chicago District Council Of Carps |
| Construction Industry Funds - W FP |
| Five River Carpenters Fringe Benefits |
| Florida U B C H&W Pension Fund |
| Heartland Healthcare Fund |
| IW DistCounOf Philadelphia BenfPlan |
| IW DistCouncil Of New England - #57 |
| IW Local #28 - Richmond Va - HW & P |
| IW- Northwest HW Trust Loc#751 |
| IW Of Western Pennsylvania Deposit Fnd |
| IW Southern Ohio Fringe Funds |
| IW-California Field Trust Fund |
| IWIntermountain HW Fund |
| IWStLouis DistCouncil HW-P Funds |
| InKyOh Regional Council Carpenters |
| Iron Workers #55 - Toledo Ohio |
| Iron Workers Intermountain H & W |
| Iron Workers Local #5 - WashingtonDc |
| Iron Workers Local #8 Welfare Fund |
| Iron Workers Mid South P&W Fund |
| Iron Workers Local #92 HW & Pension |
| Iron Workers Local 17 Fringe BenFdsInc |
| Iuoe #181 #320 & T V A |
| Iuoe & Pipeline Employees |
| I W Tenn Valley WelfarePension Fund |
| Michigan Carpenters Fringe Benefit Funds |
| Mo-Kan Iron Workers WP Funds |
| New England Carpenters Health BenfFunds |
| NoCentral States RegCounCarps-Health |
| Ohio Carpenters HW Funds |
| OkArk Carpenters Joint Funds |
| Operating Engineers #101 |
| Operating Engineers #487 - HW Fund |
| Operating Engineers #825 WfPf |
| Operating Engineers Local #49 HW Fund |
| Operating Engineers Local 474 H & W |
| Operating Engineers Local 66 |
| Operating Engineers Trust -Washington D C |
| Operating EngrsLocal #312 HW Fund |
| SECarps-MW H&WPension Funds |
| Southeastern Ironworkers Welfare Fund |
| Southeastern I W Health Care Plan |
| Southern Operators Health |
| Texas Iron Workers Trust Funds |
| Twin Cities Carpenters HW & Pen Fund |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (84 entries)
| Action Electric Company Inc |
| Aerie Aerospace |
| Airco Industrial |
| All Kraft Erectors Inc |
| Ames Construction Inc |
| Apache Industrial United Inc |
| Aristeo Construction |
| Ashton And Company Inc |
| Atlantic Plant Maintenance |
| Atlas Industrial Contractors L L C |
| Azco Inc |
| BH Craig Construction Co Inc |
| Babcock & Wilcox Co |
| Barnhart Crane & Rigging |
| B H I Energy Specialty Service |
| Biggie Crane And Rigging Co |
| Birmingham And Asscoiates Inc |
| Black & Veatch Construction (B V C I) |
| Boldt Company The |
| B S E Industrial Contractors Inc |
| CR Meyer & Sons Company |
| Cardinal Contracting L L C |
| Central Conveyor Company |
| Central South Carps Rec Council |
| Champion Painting Specialty Services |
| City Steel Inc |
| Coastal Crane & Rigging Inc |
| Colburn Construction Inc |
| Commercial Contracting Corporation |
| D & D Machinery Movers & Mw Inc |
| Day & Zimmerman Nps Inc |
| Delrose Construction Company Inc |
| Dixie Mechanical Inc |
| Duncan Machinery Movers Inc |
| Durr Systems Inc |
| Elk River Mechanical & Controls L L C |
| E R Group Llc Dba Engineered Rigging |
| Ethos Energy Field Services |
| Fluor Maintenance Services |
| Genesys |
| Gottstein Corp |
| Hamon - Custodis Inc |
| Hoosier Crane Service Company |
| I-C Contractors Inc |
| Industrial Plant Services National L L C |
| International Chimney Corp |
| International Industrial Contracting Crp |
| Iron Mountain Construction |
| Johnson Contractors Inc |
| K Power |
| M A Mortenson Company |
| Mc Abee Construction |
| M C T Services L L C |
| Midwest Steel Inc |
| Milco National Constructors Inc |
| Miller Mechanical Service Inc |
| Miron Construction Co Inc |
| Monarch Welding & Engineering |
| National Steel DBA Steel City Erecting |
| Newtron L L C |
| N K C Conveyor Installation Company |
| Performance Contracting Inc |
| Precast Erectors Inc |
| Precise Predictions Inc |
| Precision Stone |
| Sarens Usa Inc (DBA Sarens) |
| Schuff Steel Company |
| Siemens Generation Services |
| Silman Construction |
| Skilled Energy Forces Inc |
| S N S Erectors Inc |
| Songer Steel Services |
| Sturzenbecker Const Co Inc |
| Tennessee Valley Industrial Emi Corp |
| Tesco Inc |
| Tops Field Services |
| Trade-Mark Industrial L L C |
| Turbine Pros L L C |
| URS |
| Universal Plant Services |
| Unlimited Welding Inc |
| Vulcan Industrial Contractors |
| W Soule & Company |
| Wenger Corporation |
| 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 |