STRATEGY STUDIO / PUBLIC DATA EXPLORER

IRON WORKERS DISTRICT COUNCIL OF WESTERN NY & VICINITY WELFARE PLAN: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
IRON WORKERS DISTRICT COUNCIL OF WESTERN NY & VICINITY WELFARE PLAN (EIN 16-0776208)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-15
IRS object ID
201803199349303495
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

FieldValueIRS element (for citing)
Return2018-11-15T10:42:44-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471793720PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARCARA ZUCARELLI LENDA & ASSOC CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15214 MAIN ST STE 200AddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN160776208EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRON WORKERS DISTRICT COUNCIL OFBusinessNameLine1Txt
Business Name Line2WESTERN NY & VICINITY WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIRONBusinessNameControlTxt
Phone5854243510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13445 WINTON PLACE SUITE 238AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP146232950ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUZANNE RANELLIPersonNm
Person TitleADMIN. MANAGERPersonTitleTxt
Phone5854243722PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID ARCARA CPAPreparerPersonNm
PTINP00165827PTIN
Phone7166342722PhoneNum
Preparation2018-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.75.34.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm09:42:44IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id73E0D1874E64C0E4C830CCCB74E9C2C0F6B73C05AtSubmissionCreationDeviceId
At Submission Filing Device Id523E7F306D5E140A637DEEA2CA2A1EFCBA7DB2D3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUZANNE RANELLIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13445 WINTON PLACE SUITE 238AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP146232950ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,573,631GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IRONWORKERSDCWNY.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1953FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE WELFARE BENEFITS TO UNION IRON WORKERS AND THEIR BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$4,340,001PYProgramServiceRevenueAmt
CY Program Service Revenue$4,240,175CYProgramServiceRevenueAmt
PY Investment Income$34,657PYInvestmentIncomeAmt
CY Investment Income$29,634CYInvestmentIncomeAmt
PY Other Revenue$267,911PYOtherRevenueAmt
CY Other Revenue$296,703CYOtherRevenueAmt
PY Total Revenue$4,642,569PYTotalRevenueAmt
CY Total Revenue$4,566,512CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,642,536PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,797,691CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$321,690PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$328,073CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$954,478PYOtherExpensesAmt
CY Other Expenses$900,205CYOtherExpensesAmt
PY Total Expenses$4,918,704PYTotalExpensesAmt
CY Total Expenses$4,025,969CYTotalExpensesAmt
PY Revenues Less Expenses-$276,135PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$540,543CYRevenuesLessExpensesAmt
Total Assets BOY$1,535,852TotalAssetsBOYAmt
Total Assets EOY$2,120,581TotalAssetsEOYAmt
Total Liabilities BOY$45,197TotalLiabilitiesBOYAmt
Total Liabilities EOY$95,140TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,490,655NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,025,441NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE WELFARE BENEFITS TO UNION IRON WORKERS AND THEIR BENEFICIARIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTHE WELFARE FUND PROVIDED SUPPLEMENTAL DISABILITY, MAJOR MEDICAL, HOSPITALIZATION, OPTICAL, PRESCRIPTION DRUG, DEATH BENEFITS AND WAGE REPLACEMENT BENEFITS TO ELIGIBLE MEMBERS OF PARTICIPATING IRON WORKERS UNIONS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document206IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressYes (true)OfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUZANNE RANELLIPersonNm
Phone5854243510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13445 WINTON PLACE SUITE 238AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP146232950ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SCOTT GARDNER
LABOR TRUSTE1.00Yes (X)$0$0$0
SCOTT BRYDGES
LABOR TRUSTE1.00Yes (X)$0$0$0
KELLY GILLIGAN
MANAGEMENT T1.00Yes (X)$0$0$0
ALAN SWANSON
LABOR TRUSTE1.00Yes (X)$0$0$0
THOMAS P THOMAS
LABOR TRUSTE1.00Yes (X)$0$0$0
HL STEPHENSON
MANAGEMENT T1.00Yes (X)$0$0$0
TOM DICKEY
MANAGEMENT T1.00Yes (X)$0$0$0
SUZANNE RANELLI
ADMIN. MANAG16.00$61,115$0$19,220Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$61,115TotalReportableCompFromOrgAmt
Total Other Compensation$19,220TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNIVERSITY OF ROCHESTER
ADMIN BLDG RIVER CAMPUSROCHESTERNY14627MEDICAL$243,636
THE SEGAL COMPANY
PO BOX 4058NEW YORKNY10261CONSULTING$115,610
BEACHES RECOVERY SERVICES
390 16TH AVE SJACKSONVILLE BEACHFL32250MEDICAL$108,703
BLITMAN & KING LLP
443 N FRANKLIN ST SUITE 300SYRACUSENY13204ATTORNEY$105,162
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$4,031,920$4,031,920
EMPLOYEE CONTRIBUTIONS900099$208,255$208,255
FieldValueIRS element (for citing)
Total Program Service Revenue$4,240,175TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,307TotalRevenueColumnAmt
Exclusion$19,307ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,017,446SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,007,119SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,327SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,327TotalRevenueColumnAmt
Exclusion$10,327ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SHARED ADMIN SERVICES900099$285,038$285,038
EMPLOYER INT./LIQUID. DAMAGES900099$9,534$9,534
SUNDRY900099$2,131$2,131
FieldValueIRS element (for citing)
Other Revenue Total$296,703OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,566,512TotalRevenueColumnAmt
Related Or Exempt Func Income$4,536,878RelatedOrExemptFuncIncomeAmt
Exclusion$29,634ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,797,691TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$80,335TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$188,204TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$32,786TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,027TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,721TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$192,876TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$94,537TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$50,797TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,979TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$121,021TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$55,861TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$92,159TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$46,283TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,630TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,336TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$132,551TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
NYSHCRA SURCHARGES$83,313
ACA FEES$1,862

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,025,969TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$51,921BOYAmt
EOY$147,738EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$102,623BOYAmt
EOY$241,571EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$520,670BOYAmt
EOY$594,263EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$58,000BOYAmt
EOY$36,700EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$276,548LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$256,824LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$29,811BOYAmt
EOY$19,724EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$697,481BOYAmt
EOY$995,727EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$75,346BOYAmt
EOY$84,858EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,535,852BOYAmt
EOY$2,120,581EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,081BOYAmt
EOY$69,695EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$22,116BOYAmt
EOY$25,445EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$45,197BOYAmt
EOY$95,140EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$1,490,655BOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
EOY$2,025,441EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,490,655BOYAmt
EOY$2,025,441EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,535,852BOYAmt
EOY$2,120,581EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$540,543ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,757NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,957OtherCostOrOtherBasisAmt
Depreciation$1,446DepreciationAmt
Book Value$3,511BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$271,591OtherCostOrOtherBasisAmt
Depreciation$255,378DepreciationAmt
Book Value$16,213BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$19,724TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,271,738TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$5,757NetUnrealizedGainsInvstAmt
Revenue Not Reported-$5,757RevenueNotReportedAmt
Revenue Subtotal$4,277,495RevenueSubtotalAmt
Investment Expenses Not Incld$3,979InvestmentExpensesNotIncldAmt
Other Revenues Not Included$285,038OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$289,017RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,566,512TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,736,952TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,736,952ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,979InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$285,038OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$289,017ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,025,969TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2018, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. PLAN MANAGEMENT BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO JUNE 30, 2015.
SCHEDULE D, PAGE 4, PART XI, LINE 4BREIMBURSED ADMINISTRATIVE EXPENSES 285,038
SCHEDULE D, PAGE 4, PART XII, LINE 4BREIMBURSED ADMINISTRATIVE EXPENSES 285,038

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 9SCOTT GARDNER 154 HUMBOLDT ST ROCHESTER, NY 14610 SCOTT BRYDGES 412 39TH STREET NIAGARA FALLS, NY 14303 KELLY GILLIGAN 7819 STATE ROUTES 5 & 20 BLOOMFIELD, NY 14469 THOMAS P. THOMAS 10 MAIN STREET, SUITE 100 WHITESBORO, NY 13492 H.L. STEPHENSON 8 KING ROAD CHURCHVILLE, NY 14428 TOM DICKEY 5285 UPPER MT. ROAD LOCKPORT, NY 14094
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS PROVIDED TO EACH TRUSTEE FOR REVIEW AND COMMENT PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE FUND REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUESTING THAT AN ANNUAL ACKNOWLEDGEMENT FORM BE SIGNED AND SUBMITTED BY EACH TRUSTEE. IF ANY POTENTIAL CONFLICTS ARE DISCLOSED, THE TRUSTEES WILL DETERMINE WHETHER FURTHER FACTS AND FOLLOW-UP QUESTIONS ARE NECESSARY TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. IN ADDITION, ON AN ANNUAL BASIS, MANAGEMENT REMINDS EACH INDIVIDUAL WHO IS SUBJECT TO THE POLICY OF THE NEED TO AVOID ANY BUSINESS CONFLICTS WITH THE FUND AND TO DIVULGE IMMEDIATELY ANY MATTER WHICH MAY GIVE RISE TO A CONFLICT.
FORM 990, PAGE 6, PART VI, LINE 15ATHE CHAIRPERSON OF THE BOARD OF TRUSTEES AND A SECOND TRUSTEE RECOMMEND THE COMPENSATION PACKAGE FOR THE ADMINISTRATIVE MANAGER, WHICH IS THEN APPROVED BY THE FULL BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART VIITHE FUND PAYS THE FULL SALARY AND BENEFITS OF THE ADMINISTRATIVE MANAGER. SUCH COMPENSATION IS ALLOCATED TO AFFILIATED FUNDS UNDER A COST SHARING AGREEMENT.
FORM 990, PART XI, LINE 9REIMBURSED ADMINISTRATIVE EXPENSES -285,038 REIMBURSED ADMINISTRATIVE EXPENSES 285,038

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
IRON WORKERS LOCAL UNION 9
412 39TH STREETNIAGARA FALLSNY14303160571742UNIONNY501C5N/Afalse
IRON WORKERS LOCAL UNION 33
154 HUMBOLDT STREETROCHESTERNY14610160492630UNIONNY501C5N/Afalse
IRON WORKERS LOCAL UNION 440
10 MAIN STREET SUITE 100WHITESBORONY13492150310328UNIONNY501C5N/Afalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (133 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
AC DELLOVADE INC
CONTRACTORN/Afalse
AAA REINFORCING LLC
CONTRACTORN/Afalse
ACCESS ANVIL CORP
CONTRACTORN/Afalse
ACE ARCHITECTURAL
CONTRACTORN/Afalse
ADIRONDACK MECH SERVICES LLC
CONTRACTORN/Afalse
ADVANCE MECHANICAL SERV LLC
CONTRACTORN/Afalse
AJAY GLASS & MIRROR CO
CONTRACTORN/Afalse
ALGAR CONSTRUCTION CORP
CONTRACTORN/Afalse
ALLIANCE MASONRY CORP
CONTRACTORN/Afalse
ALLIED POWER
CONTRACTORN/Afalse
AMERICAN BRIDGE CO
CONTRACTORN/Afalse
AMERICAN IRON INC
CONTRACTORN/Afalse
APOLLO STEEL CORP
CONTRACTORN/Afalse
ATLANTIC BRIDGE & ENG
CONTRACTORN/Afalse
ATLAS FENCE INC
CONTRACTORN/Afalse
AUBURN CRANE & RIGGING INC
CONTRACTORN/Afalse
BARNHART CRANE & RIGGING CO
CONTRACTORN/Afalse
BARNHART NORTHEAST
CONTRACTORN/Afalse
BBL CARLTON LLC
CONTRACTORN/Afalse
BENSON CRANE SERVICES
CONTRACTORN/Afalse
BEREZA IRON WORKS
CONTRACTORN/Afalse
BIGGE CRANE & RIGGING CO
CONTRACTORN/Afalse
BISON SHEETING INC
CONTRACTORN/Afalse
BNC CONTRACTORS INC
CONTRACTORN/Afalse
BOULTER INDUSTRIAL CONTR INC
CONTRACTORN/Afalse
BURT CRANE & RIGGING
CONTRACTORN/Afalse
BVR CONSTRUCTION CO INC
CONTRACTORN/Afalse
BW STEEL
CONTRACTORN/Afalse
C & C WELDING INC
CONTRACTORN/Afalse
C & S TECHNICAL RESOURCES
CONTRACTORN/Afalse
C P WARD INC
CONTRACTORN/Afalse
CATSKILL MECHANICAL LLC
CONTRACTORN/Afalse
CBIAPTIM
CONTRACTORN/Afalse
CHANDLER ARCH PRODUCTS INC
CONTRACTORN/Afalse
CHRISTINA STEEL INC
CONTRACTORN/Afalse
COBRA INDUSTRIAL MAINTENANCE L
CONTRACTORN/Afalse
COMPOSITE CO INC
CONTRACTORN/Afalse
CONTOUR STEEL CO
CONTRACTORN/Afalse
CUSTOM IRON WORKS INC
CONTRACTORN/Afalse
D A COLLINS CONSTR CO
CONTRACTORN/Afalse
DAMACO WINDOW CONTRACTORS INC
CONTRACTORN/Afalse
DANKO CONSTRUCTION CORP
CONTRACTORN/Afalse
DEARBORN CRANE
CONTRACTORN/Afalse
DEVON CONTRACTING INC
CONTRACTORN/Afalse
DISABILITY - PENSION
CONTRACTORN/Afalse
DISABILITY - WELFARE
CONTRACTORN/Afalse
DURR MECHANICAL CONSTRUCTION I
CONTRACTORN/Afalse
EDM CONSTRUCTION IN
CONTRACTORN/Afalse
EJ CONSTRUCTION GROUP INC
CONTRACTORN/Afalse
ELDERLEE INC
CONTRACTORN/Afalse
ELDY LLC
CONTRACTORN/Afalse
FLOWER CITY GLASS COMPANY
CONTRACTORN/Afalse
FOX FENCE
CONTRACTORN/Afalse
FRANK LILL & SON INC
CONTRACTORN/Afalse
FRIEND COMMERCIAL CONTRACTING
CONTRACTORN/Afalse
G & J CONTRACTING INC
CONTRACTORN/Afalse
GITZEN CO INC
CONTRACTORN/Afalse
GOULD ERECTORS & RIGGERS INC
CONTRACTORN/Afalse
GRAND TOTAL
CONTRACTORN/Afalse
HOHL INDUSTRIAL SERVICES INC
CONTRACTORN/Afalse
INDUSTRIAL CONTRACTING
CONTRACTORN/Afalse
J & J CONSTR & RIGGING INC
CONTRACTORN/Afalse
JFP ENTERPRISES INC
CONTRACTORN/Afalse
KING INDUSTRIES
CONTRACTORN/Afalse
KRANE'S INC OF CENTRAL NY
CONTRACTORN/Afalse
LCP GROUP INC
CONTRACTORN/Afalse
LONGHOUSE CONSTRUCTION GROUP
CONTRACTORN/Afalse
LORAN CONSTRUCTION INC
CONTRACTORN/Afalse
MANAFORT-PRECISION LLC
CONTRACTORN/Afalse
MASSA CONSTRUCTION
CONTRACTORN/Afalse
MIDWEST STEEL INC
CONTRACTORN/Afalse
MILCO NATIONAL CONSTRUCTORS IN
CONTRACTORN/Afalse
MLB INDUSTRIES INC
CONTRACTORN/Afalse
MRL CONSTRUCTORS OF NY
CONTRACTORN/Afalse
MURNANE CONSTRUCTION SERVICES
CONTRACTORN/Afalse
NATIONAL ERECTING & GLAZING
CONTRACTORN/Afalse
NEW YORK STATE FENCE INC
CONTRACTORN/Afalse
NIAGARA ERECTING INC
CONTRACTORN/Afalse
NORTH KNIGHT LOGISTICS INC
CONTRACTORN/Afalse
NORTHEAST RIGGERS & ERECTORS
CONTRACTORN/Afalse
NORTHERN STUD WELDING LLC
CONTRACTORN/Afalse
NS ASSOCIATES LTD
CONTRACTORN/Afalse
NYPENN ERECTORS LTD
CONTRACTORN/Afalse
O'BRIEN & GERE
CONTRACTORN/Afalse
PATRIOT FIELD SERV INC
CONTRACTORN/Afalse
PERMASTEELISA CORP
CONTRACTORN/Afalse
PERRY CD
CONTRACTORN/Afalse
PLUMBERS & STEAMFILLERS 22
CONTRACTORN/Afalse
PRECAST SERVICES INC
CONTRACTORN/Afalse
PSC CRANE AND RIGGING
CONTRACTORN/Afalse
PUTRELO BLDG ENTERPRISES INC
CONTRACTORN/Afalse
PWF ENTERPRISE
CONTRACTORN/Afalse
REACTION CONSTRUCTION CORP
CONTRACTORN/Afalse
REO WELDING COINC
CONTRACTORN/Afalse
RIG-ALL INC
CONTRACTORN/Afalse
ROCHESTER RIGGING & ERECTORS
CONTRACTORN/Afalse
RODMAN LOCAL 201
CONTRACTORN/Afalse
ROMMEL FENCE LLC
CONTRACTORN/Afalse
ROZELL EAST INC
CONTRACTORN/Afalse
ROZELL NORTH LLC
CONTRACTORN/Afalse
SAFWAY SERVICES
CONTRACTORN/Afalse
SCANLON ERECTORS INC
CONTRACTORN/Afalse
SECURITY SYSTEMS INC
CONTRACTORN/Afalse
SELINSKY FORCE
CONTRACTORN/Afalse
SENECA STEEL ERECTORS INC
CONTRACTORN/Afalse
SEVENSON ENVIRONMENTAL CORP
CONTRACTORN/Afalse
SILCARR CORP
CONTRACTORN/Afalse
SMOKIN JOE'S
CONTRACTORN/Afalse
SOUTHLAND RENDA JV
CONTRACTORN/Afalse
SPECIALTY ERECTORS CO INC
CONTRACTORN/Afalse
STANDARD STEEL FABS INC
CONTRACTORN/Afalse
STATE GROUP
CONTRACTORN/Afalse
STEEL TECH
CONTRACTORN/Afalse
STELLAR STEEL ERECTORS LLC
CONTRACTORN/Afalse
STEVE GENERAL CONTRACTOR INC
CONTRACTORN/Afalse
STRUCTURAL SERVICES INC
CONTRACTORN/Afalse
STRUCTURAL SERVICES OF NY INC
CONTRACTORN/Afalse
SUPPLEMENTAL REFUND
CONTRACTORN/Afalse
SYRACUSE SHEEET METAL CO INC
CONTRACTORN/Afalse
TEXAS SCENIC CO INC
CONTRACTORN/Afalse
THREE D RIGGING
CONTRACTORN/Afalse
TIE STEEL CORP
CONTRACTORN/Afalse
TITAN STEEL
CONTRACTORN/Afalse
TITCHENER IRON WORKS INC
CONTRACTORN/Afalse
TONYS ORNAMENTAL IRON WORKS
CONTRACTORN/Afalse
US REINFORCING INC
CONTRACTORN/Afalse
UTICA GLASS
CONTRACTORN/Afalse
VAUGHAN DOOR CENTER INC
CONTRACTORN/Afalse
WD MALONE TRUCKING INC
CONTRACTORN/Afalse
WEST WIND REINFORCING
CONTRACTORN/Afalse
WILTON BLDG SYSTEMS ING
CONTRACTORN/Afalse
WILTSIE CONSTRUCTION CO INC
CONTRACTORN/Afalse
WOODSMITH FENCE CORP
CONTRACTORN/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd