LOCAL 522 WELFARE FUND OF NEW YORK & NEW JERSEY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOCAL 522 WELFARE FUND OF NEW YORK & NEW JERSEY (EIN 22-6062063)
- Tax period
- 2017-08-01 to 2018-07-31
- Filed
- 2019-04-30
- IRS object ID
- 201901209349300930
- Schema version
- 2017v2.3
- 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 | 2019-04-30T11:50:24-05:00 | ReturnTs |
| Tax Period End | 2018-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 SEVENTH AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226062063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL 522 WELFARE FUND OF NEW YORK | BusinessNameLine1Txt |
| Business Name Line2 | AND NEW JERSEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 7188592326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O UTF 2137-2147 UTICA AVE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11234 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KANE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7188592326 | PhoneNum |
| Signature | 2019-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH MORELLO | PreparerPersonNm |
| PTIN | P02146706 | PTIN |
| Phone | 2126951300 | PhoneNum |
| Preparation | 2019-04-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.100.43.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-30 | IPDt |
| IP Tm | 12:50:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 883CF1A9781ABDA3268701484D9C94428E8D752B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 099BB351ED5C43DB8E4A0DD96B056B1430213725 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,077,733 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | 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 | $13,594,784 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,173,040 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,020,496 | PYInvestmentIncomeAmt |
| CY Investment Income | $465,389 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,615,280 | PYTotalRevenueAmt |
| CY Total Revenue | $17,638,429 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $15,355,117 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $19,230,759 | 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 | $674,184 | PYOtherExpensesAmt |
| CY Other Expenses | $700,805 | CYOtherExpensesAmt |
| PY Total Expenses | $16,029,301 | PYTotalExpensesAmt |
| CY Total Expenses | $19,931,564 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,414,021 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,293,135 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,647,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,467,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,454,248 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,422,308 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,193,460 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,044,708 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN PROVIDES VALUABLE MEDICAL, HOSPITALIZATION, DENTAL, OPTICAL, LIFE INSURANCE AND SEVERANCE BENEFITS TO ELIGIBLE PARTICIPANTS AND 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 | 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 | Yes (1) | 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 | Yes (1) | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | 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 | 7188592326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O UTF 2137-2147 UTICA AVE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11234 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES KANE | ||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $120,810 | $46,723 |
| ANDREW SOMMER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL KANE SR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY KELLY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $120,810 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $46,723 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE CO | |||||
| 151 FARMINGTON AVENUE | HARTFORD | CT | 06156 | MEDICAL ADMIN. | $770,900 |
| UNITED TEAMSTER FUND | |||||
| 2137 UTICA AVENUE | BROOKLYN | NY | 11234 | CONTRACT ADMIN. | $457,994 |
| DJ O'GRADY CONSULTANT | |||||
| 3219 E TREMONT AVENUE | BRONX | NY | 10461 | CONSULTING | $137,562 |
| HEALTH MANAGEMENT CONCEPTS | |||||
| 140 INTRACOASTAL POINTE DR | JUPITER | FL | 33477 | WELLNESS PROGRAM | $114,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYERS CONTRIBUTIONS | 230000 | $17,062,483 | $17,062,483 |
| PARTICIPANTS CONTRIBUTION | 230000 | $110,557 | $110,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,173,040 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311,932 | TotalRevenueColumnAmt |
| Exclusion | $311,932 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,592,761 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,439,304 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $153,457 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,457 | TotalRevenueColumnAmt |
| Exclusion | $153,457 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,638,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,173,040 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $465,389 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,230,759 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,601 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,228 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,000 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,994 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,697 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,594 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,630 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,061 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,931,564 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $971,141 | BOYAmt |
| EOY | $648,040 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,407,498 | BOYAmt |
| EOY | $5,550,769 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,072,217 | BOYAmt |
| EOY | $833,817 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,531 | BOYAmt |
| EOY | $76,613 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,097,321 | BOYAmt |
| EOY | $16,357,777 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,647,708 | BOYAmt |
| EOY | $23,467,016 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,248 | BOYAmt |
| EOY | $82,308 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,350,000 | BOYAmt |
| EOY | $2,340,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,248 | BOYAmt |
| EOY | $2,422,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,193,460 | BOYAmt |
| EOY | $21,044,708 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,193,460 | BOYAmt |
| EOY | $21,044,708 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,647,708 | BOYAmt |
| EOY | $23,467,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,293,135 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,144,383 | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT OBLIGATIONS | Desc |
| Amt | $2,340,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,340,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,728,812 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,144,383 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,144,383 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,584,429 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $54,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $54,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,638,429 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,887,564 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,887,564 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $54,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$10,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $44,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,931,564 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DECREASE IN BENEFIT OBLIGATIONS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KANE | PersonNm |
| Title | TRUSTEE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $100,700 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $20,110 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $35,543 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $11,180 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $167,533 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LINE 2 EXPLANATION - JAMES KANE AND DANIEL KANE, SR. - FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR WHO E-MAILS THE FILING TO EACH BOARD MEMBER BEFORE IT IS FILED. ALTHOUGH NO FORAML DETAILED REVIEW PROCESS IS ANTICIPATED, EACH BOARD MEMBER HAS AN OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL UNION 522 IBT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1308 PIERCE STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221585985 | EIN |
| Primary Activities | LABOR UNION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 0320 | ExemptCodeSectionTxt |
| Public Charity Status | 501(C)(5) | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|
| 700 SHORE ROAD WATERS EDGE IN | ||||||
| ONE DUPONT STREET SUITE 200 | PLAINVIEW | NY | 11803 | CONTRIBUTING EMPLOYER | NY | 0 |
| ABBE LUMBER | ||||||
| 200 AVENEL STREET | AVENEL | NJ | 07001 | CONTRIBUTING EMPLOYER | NJ | 0 |
| ABCO REFRIGERATION | ||||||
| 49-70 31ST STREET | LI CITY | NY | 11101 | CONTRIBUTING EMPLOYER | NY | 0 |
| ALLIED BLDG PRODUCT | ||||||
| 15 EAST UNION AVENUE | ERUTHERFORD | NJ | 07073 | CONTRIBUTING EMPLOYER | NJ | 0 |
| ARAMARK REFRESHMENT | ||||||
| 1511 TONNELLE AVENUE | N BERGEN | NJ | 07047 | CONTRIBUTING EMPLOYER | NJ | 0 |
| BEARINGS LIMITED | ||||||
| 2100 PACIFIC STREET | HAUPPAUGE | NY | 11788 | CONTRIBUTING EMPLOYER | NY | 0 |
| BIRCH LUMBER CO | ||||||
| 38 OAK STREET | CLIFTON | NJ | 07014 | CONTRIBUTING EMPLOYER | NJ | 0 |
| BROWN BUILDERS | ||||||
| 1700 PLAZA AVENUE | NEW HYDE PARK | NY | 11040 | CONTRIBUTING EMPLOYER | NY | 0 |
| BUILDERS GENERAL SUPPLY | ||||||
| 15 SYCAMORE AVENUE | LITTLE SILVER | NJ | 07739 | CONTRIBUTING EMPLOYER | NJ | 0 |
| CBF TRUCKING INC | ||||||
| 1230 MCCARTER HWY | NEWARK | NJ | 07104 | CONTRIBUTING EMPLOYER | NJ | 0 |
| CITY LUMBER INC | ||||||
| 49-47 31ST STREET | LONG ISLAND CIT | NY | 11101 | CONTRIBUTING EMPLOYER | NY | 0 |
| COLGATE RENTALS CORP | ||||||
| 1470 BRUCKNER BLVD | BRONX | NY | 10473 | CONTRIBUTING EMPLOYER | NY | 0 |
| CUSTOM EP LLC | ||||||
| ATTN BETH | ELMWOOD PARK | NJ | 07407 | CONTRIBUTING EMPLOYER | NJ | 0 |
| DEEPDALE COUNTRY CLUB | ||||||
| 300 LONG ISLAND EXPRESSWAY | MANHASSET | NY | 11030 | CONTRIBUTING EMPLOYER | NY | 0 |
| ELCONGDON & SONS | ||||||
| 17 PARK AVENUE | WEST ORANGE | NJ | 07052 | CONTRIBUTING EMPLOYER | NJ | 0 |
| EASTERN MILLWORK INC | ||||||
| 143 CHAPEL AVENUE | JERSEY CITY | NJ | 07305 | CONTRIBUTING EMPLOYER | NJ | 0 |
| ELECTRONIC HARDWARE CORP | ||||||
| 1881 LAKELAND AVENUE | RONKONKOMA | NY | 11735 | CONTRIBUTING EMPLOYER | NY | 0 |
| FELDMAN WOOD PROD | ||||||
| 140 ADAMS AVE UNIT B9 | HAUPPAUGE | NY | 11788 | CONTRIBUTING EMPLOYER | NY | 0 |
| FERRARA LUMBER CORP | ||||||
| 56-30 49TH STREET | MASPETH | NY | 11378 | CONTRIBUTING EMPLOYER | NY | 0 |
| FIREBIRD FREIGHT COMPANY | ||||||
| ATTN JEANNIE COSTA BKPR | JAMAICA | NY | 11413 | CONTRIBUTING EMPLOYER | NY | 0 |
| FRESH MEADOWS COUNTRY CLUB | ||||||
| 255 LAKEVILLE ROAD | LAKE SUCCESS | NY | 11020 | CONTRIBUTING EMPLOYER | NY | 0 |
| GARBER BUILDING | ||||||
| 98 GREENFIELD AVENUE | STATEN ISLAND | NY | 10304 | CONTRIBUTING EMPLOYER | NY | 0 |
| GARDEN STATE LUMBER PRDTS | ||||||
| 22 MULLER ROAD | OAKLAND | NJ | 07436 | CONTRIBUTING EMPLOYER | NJ | 0 |
| GEMTOR INC | ||||||
| 1 JOHNSON AVENUE | MATAWAN | NJ | 07747 | CONTRIBUTING EMPLOYER | NJ | 0 |
| GERSHOW RECYCLING CORP | ||||||
| 71 PECONIC AVE | MEDFORD | NY | 11763 | CONTRIBUTING EMPLOYER | NY | 0 |
| HUNTINGTON BRAKE SERVICE | ||||||
| 179 HERRICKS ROAD | GARDEN CITY PARK | NY | 11040 | CONTRIBUTING EMPLOYER | NY | 0 |
| I RAUCH'S & SONS INC | ||||||
| 32-20 112TH STREET | E ELMHURST | NY | 11369 | CONTRIBUTING EMPLOYER | NY | 0 |
| INDUSTRIAL FINISHING | ||||||
| 91-20 130TH STREET | RICHMOND HILLS | NY | 11418 | CONTRIBUTING EMPLOYER | NY | 0 |
| JALPERIN COINC | ||||||
| 2170 JEROME AVENUE | BRONX | NY | 10453 | CONTRIBUTING EMPLOYER | NY | 0 |
| JAD CORP OF AMERICA | ||||||
| 20-48 119TH STREET | COLLEGE POINT | NY | 11356 | CONTRIBUTING EMPLOYER | NY | 0 |
| JFK TRUCKING | ||||||
| 205 MEADOW ROAD | EDISON | NJ | 08817 | CONTRIBUTING EMPLOYER | NJ | 0 |
| LENOBLE LUMBER | ||||||
| 38-20 REVIEW AVENUE | LONG ISLAND CIT | NY | 11101 | CONTRIBUTING EMPLOYER | NY | 0 |
| LONG ISLAND PIPE OF NJ | ||||||
| 586 COMMERCIAL AVENUE | GARDEN CITY | NY | 11530 | CONTRIBUTING EMPLOYER | NY | 0 |
| MANUFACTURERS RESERVE SUPPLY | ||||||
| 40 WOOLSEY STREET | IRVINGTON | NJ | 07111 | CONTRIBUTING EMPLOYER | NJ | 0 |
| MRZ TRUCKING | ||||||
| 179-02 150TH AVENUE | JAMAICA | NY | 11434 | CONTRIBUTING EMPLOYER | NY | 0 |
| MSS TRANSPORTATION | ||||||
| 167-55 148TH AVENUE | JAMAICA | NY | 11434 | CONTRIBUTING EMPLOYER | NY | 0 |
| NEW ERA LMBR & TRIM | ||||||
| 123-24 ROCKAWAY BLVD | SO OZONE PARK | NY | 11420 | CONTRIBUTING EMPLOYER | NY | 0 |
| OMNI RECYCLING OF WESTBURY INC | ||||||
| 7 PORTLAND AVENUE | WESTBURY | NY | 11590 | CONTRIBUTING EMPLOYER | NY | 0 |
| OPERATIVE CAKE | ||||||
| 485 ROUTE 1 SOUTH BLDG F SUITE 310 | ISELIN | NJ | 08830 | CONTRIBUTING EMPLOYER | NJ | 0 |
| PARTS AUTHORITY-WAW | ||||||
| 605 ALBANY AVENUE | AMITYVILLE | NY | 11701 | CONTRIBUTING EMPLOYER | NY | 0 |
| POINT BAY FUEL PBF LLC | ||||||
| 71 IRONS STREET | TOMS RIVER | NJ | 08753 | CONTRIBUTING EMPLOYER | NJ | 0 |
| POST AIR FREIGHT TRUCKING | ||||||
| 145-77 226TH STREET | SPRINGFIELD GAR | NY | 11413 | CONTRIBUTING EMPLOYER | NY | 0 |
| PUBLIC SERVICE TRUCK RENTING | ||||||
| 25-61 49TH AVENUE | LI CITY | NY | 11101 | CONTRIBUTING EMPLOYER | NY | 0 |
| ROSENZWEIG LUMBER CO | ||||||
| 801 EAST 135TH STREET | BRONX | NY | 10454 | CONTRIBUTING EMPLOYER | NY | 0 |
| RP BAKING LLC | ||||||
| 840 JERSEY STREET | HARRISON | NJ | 07029 | CONTRIBUTING EMPLOYER | NJ | 0 |
| S & J SHEET METAL | ||||||
| 608 EAST 133RD STREET | BRONX | NY | 10454 | CONTRIBUTING EMPLOYER | NY | 0 |
| S FELDMAN LUMBER | ||||||
| 1281 METROPOLITAN AVENUE | BROOKLYN | NY | 11237 | CONTRIBUTING EMPLOYER | NY | 0 |
| SHEA NASSAU SUFFOLK DELIVERY | ||||||
| 174 CABOT STREET | WEST BABYLON | NY | 11704 | CONTRIBUTING EMPLOYER | NY | 0 |
| SHORE POINT DISTRIBUTING CO | ||||||
| PO BOX 275 | ADELPHIA | NJ | 07710 | CONTRIBUTING EMPLOYER | NJ | 0 |
| SKYLINE WINDOWS | ||||||
| 220 EAST 138TH STREET | BRONX | NY | 10451 | CONTRIBUTING EMPLOYER | NY | 0 |
| SOMERVILLE LUMBER | ||||||
| 1480 ROUTE 22 | BRIDGEWATER | NJ | 08807 | CONTRIBUTING EMPLOYER | NJ | 0 |
| SRS DISTRIBUTION | ||||||
| 43-57 HARRISON AVE | HARRISON | NJ | 07029 | CONTRIBUTING EMPLOYER | NJ | 0 |
| STEEL BUILDING COMPONENTS LLC | ||||||
| 2960 WOODBRIDGE AVENUE | EDISON | NJ | 08837 | CONTRIBUTING EMPLOYER | NJ | 0 |
| SYSTEM FREIGHT | ||||||
| PO BOX 554 | JAMESBURG | NJ | 08831 | CONTRIBUTING EMPLOYER | NJ | 0 |
| TIFFANY LUMBER COMPANY | ||||||
| PO BOX 873 | SUFFERN | NY | 10901 | CONTRIBUTING EMPLOYER | NY | 0 |
| TULNOY LUMBER | ||||||
| 1620 WEBSTER AVENUE | BRONX | NY | 10457 | CONTRIBUTING EMPLOYER | NY | 0 |
| TYLER DISTRIBUTION CTRS INC | ||||||
| 200 LIBERTY WAY | CRANBURY TOWNSH | NJ | 08512 | CONTRIBUTING EMPLOYER | NJ | 0 |
| UNITED SUPPLY CO | ||||||
| 457 WEST END AVENUE | NO PLAINFIELD | NJ | 07061 | CONTRIBUTING EMPLOYER | NJ | 0 |
| UPSTATE CONNECTION INC | ||||||
| PO BOX 881 | LATHAM | NY | 12110 | CONTRIBUTING EMPLOYER | NY | 0 |
| WOODWORKS CONST | ||||||
| 322 EIGHTH AVENUESTE 701 | NEW YORK | NY | 10001 | CONTRIBUTING EMPLOYER | NY | 0 |
| WORLD TRADE CFS-LLC | ||||||
| 147-20 184TH STREET | JAMAICA | NY | 11413 | CONTRIBUTING EMPLOYER | NY | 0 |
| 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 |