LOCAL 522 WELFARE FUND OF NEW YORK & NEW JERSEY: Form 990, tax year 2016
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- Organization
- LOCAL 522 WELFARE FUND OF NEW YORK & NEW JERSEY (EIN 22-6062063)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2018-06-05
- IRS object ID
- 201811569349300206
- Schema version
- 2016v3.0
- 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 | 2018-06-05T06:44:09-07:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINBERG STECKLER & PICCIURRO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 7TH AVE 16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | 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 | DANIEL KANE SR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph Morello | PreparerPersonNm |
| PTIN | P02146706 | PTIN |
| Phone | 2126951300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,643,911 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| 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 Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,512,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,594,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $266,181 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,020,496 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,778,681 | PYTotalRevenueAmt |
| CY Total Revenue | $14,615,280 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $12,536,206 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $15,355,117 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $546,518 | PYOtherExpensesAmt |
| CY Other Expenses | $674,184 | CYOtherExpensesAmt |
| PY Total Expenses | $13,082,724 | PYTotalExpensesAmt |
| CY Total Expenses | $16,029,301 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,304,043 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,414,021 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,122,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,647,708 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,297,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,454,248 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,825,231 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,193,460 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | THE PLAN PROVIDES VALUABLE MEDICAL, HOSPITALIZATION, DENTAL, OPTICAL, DEATH BENEFITS AND SEVERANCE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | 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 (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOINT BOARD OF TRUSTEES | PersonNm |
| 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 | $119,900 | $42,336 |
| ANDREW SOMMER | ||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| DANIEL KANE SR | ||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| JEFFREY KELLY | ||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $119,900 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,336 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 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. | $642,403 |
| UNITED TEAMSTER FUND | |||||
| 2137 UTICA AVENUE | BROOKLYN | NY | 11234 | CONTRACT ADMIN. | $409,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYERS CONTRIBUTIONS | 230000 | $13,531,056 | $13,531,056 |
| PARTICIPANTS CONTRIBUTION | 230000 | $63,728 | $63,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,594,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,485 | TotalRevenueColumnAmt |
| Exclusion | $256,485 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,792,642 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,028,631 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $764,011 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $764,011 | TotalRevenueColumnAmt |
| Exclusion | $764,011 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,615,280 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,594,784 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,020,496 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,355,117 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,235 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,354 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,870 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,560 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,615 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,970 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,760 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Printing and Publications | $6,753 |
| BANK CHARGES | $1,067 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,029,301 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,629 | BOYAmt |
| EOY | $971,141 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,407,498 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,585,958 | BOYAmt |
| EOY | $1,072,217 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,397 | BOYAmt |
| EOY | $99,531 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,892,516 | BOYAmt |
| EOY | $17,097,321 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,122,500 | BOYAmt |
| EOY | $24,647,708 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,269 | BOYAmt |
| EOY | $104,248 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,210,000 | BOYAmt |
| EOY | $2,350,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,297,269 | BOYAmt |
| EOY | $2,454,248 | 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 | $22,825,231 | BOYAmt |
| EOY | $22,193,460 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,825,231 | BOYAmt |
| EOY | $22,193,460 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,122,500 | BOYAmt |
| EOY | $24,647,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,414,021 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $782,250 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLAIMS INCURRED BUT NOT REPORTED | Desc |
| Amt | $2,350,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,350,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,336,660 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $782,250 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $782,250 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,554,410 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $60,870 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $60,870 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,615,280 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,828,431 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $15,828,431 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $60,870 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $140,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $200,870 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,029,301 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | ACCOUNTING 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 (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. 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 revenue amounts included on 990 but not included in F/S | INCREASE IN BENEFIT OBLIGATIONS $140000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KANE | PersonNm |
| Title | Trustee | TitleTxt |
| Compensation Based On Rltd Orgs | $100,700 | CompensationBasedOnRltdOrgsAmt |
| Other Compensation Rltd Orgs | $19,200 | OtherCompensationRltdOrgsAmt |
| Deferred Comp Rltd Orgs | $32,996 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $9,340 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $162,236 | TotalCompensationRltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | JAMES KANE AND DANIEL KANE, SR. - FAMILY RELATIONSHIP. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | 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 FORMAL DETAILED REVIEW PROCESS IS ANTICIPATED, EACH BOARD MEMBER HAS AN OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | 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 | 501(C)(5) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|
| 700 SHORE ROAD WATERSEDGE INC | ||||||
| 675 THIRD AVENUE | NEW YORK | NY | 10017 | NY | N/A | false |
| ABBE LUMBER | ||||||
| 200 AVENEL STREET | AVENEL | NJ | 07001 | NJ | N/A | false |
| ABCO REFRIGERATION | ||||||
| 49-70 31ST STREET | LIC | NY | 11101 | NY | N/A | false |
| ALLIED BLDG PRODUCT | ||||||
| 15 EAST UNION AVENUE | E RUTHERFORD | NJ | 07073 | NJ | N/A | false |
| BEARINGS LIMITED | ||||||
| 2100 PACIFIC STREET | HAUPPAUGE | NY | 11788 | NY | N/A | false |
| BIRCH LUMBER CO | ||||||
| 38 OAK STREET | CLIFTON | NJ | 07014 | NJ | N/A | false |
| BRANDT INDUSTRIES | ||||||
| 4461 BRONX BLVD | BRONX | NY | 10470 | NY | N/A | false |
| BUILDERS GENERAL SUPPLY | ||||||
| 15 SYCAMORE AVENUE | LITTLE SILVER | NJ | 07739 | NJ | N/A | false |
| CITY LUMBER INC | ||||||
| 49-47 31ST STREET | LONG ISLAND CITY | NY | 11101 | NY | N/A | false |
| COLGATE RENTALS CORP | ||||||
| 1470 BRUCKNER BLVD | BRONX | NY | 10473 | NY | N/A | false |
| CUSTOM EP LLC | ||||||
| 30 PAUL KOHNER PLACE | ELMWOOD | NJ | 07407 | NJ | N/A | false |
| E L CONGDON & SONS | ||||||
| 17 PARK AVENUE | WEST ORANGE | NJ | 07052 | NJ | N/A | false |
| EASTERN MILLWORK INC | ||||||
| 143 CHAPEL AVENUE | JERSEY CITY | NJ | 07305 | NJ | N/A | false |
| ELECTRONIC HARDWARE CORP | ||||||
| 1881 LAKELAND AVENUE | FARMINGDALE | NY | 11735 | NY | N/A | false |
| FELDMAN WOOD PROD | ||||||
| 140 ADAMS AVE UNIT B9 | GARDEN CITY PK | NY | 11040 | NY | N/A | false |
| FERRARA LUMBER CORP | ||||||
| 56-30 49TH STREET | MASPETH | NY | 11378 | NY | N/A | false |
| GARBER BUILDING | ||||||
| 98 GREENFIELD AVE | STATEN ISLAND | NY | 10304 | NY | N/A | false |
| GARDEN STATE LUMBER | ||||||
| 18 MULLER ROAD | OAKLAND | NJ | 07436 | NJ | N/A | false |
| GEMTOR INC | ||||||
| 1 JOHNSON AVE | MATAWAN | NJ | 07747 | NJ | N/A | false |
| HUNTINGTON BRAKE SERVICE | ||||||
| 179 HERRICKS ROAD | GARDEN CITY PK | NY | 11040 | NY | N/A | false |
| INDUSTRIAL FINISHING | ||||||
| 465 LOGAN STREET | BROOKLYN | NY | 11208 | NY | N/A | false |
| J ALPERIN CO INC | ||||||
| 2170 JEROME AVENUE | BRONX | NY | 10453 | NY | N/A | false |
| JAD CORP OF AMERICA | ||||||
| 20-48 119TH STREET | COLLEGE POINT | NY | 11356 | NY | N/A | false |
| LENOBLE LUMBER | ||||||
| 38-20 REVIEW AVENUE | LIC | NY | 11101 | NY | N/A | false |
| MANUFACTURERS RESVD | ||||||
| 40 WOOLSEY STREET | IRVINGTON | NJ | 07111 | NJ | N/A | false |
| NEW ERA LUMBER & TRIM | ||||||
| 123-24 ROCKAWAY BLVD | SO OZONE PARK | NY | 11420 | NY | N/A | false |
| OMNI RECYCLING | ||||||
| 7 PORTLAND AVENUE | WESTBURY | NY | 11590 | NY | N/A | false |
| OPERATIVE CAKE | ||||||
| 581 MAIN STREET | WOODSIDE | NY | 11377 | NY | N/A | false |
| PUBLIC SERVICE TRUCK RENTING | ||||||
| 25-61 49TH AVENUE | LIC | NY | 11101 | NY | N/A | false |
| ROSENZWEIG LUMBER CO INC | ||||||
| 801 EAST 135TH STREET | BRONX | NY | 10454 | NY | N/A | false |
| RP BAKING LLC | ||||||
| 840 JERSEY STREET | HARRISON | NJ | 07029 | NJ | N/A | false |
| S & J SHEET METAL | ||||||
| 608 EAST 133RD STREET | BRONX | NY | 10454 | NY | N/A | false |
| S FELDMAN LUMBER | ||||||
| 1281 METROPOLITAN AVE | BROOKLYN | NY | 11237 | NY | N/A | false |
| SKYLINE WINDOWS | ||||||
| 220 EAST 138TH STREET | BRONX | NY | 10451 | NY | N/A | false |
| SOMERVILLE LUMBER | ||||||
| 1480 ROUTE 22 | BRIDGEWATER | NJ | 08807 | NJ | N/A | false |
| TIFFANY LUMBER COMPANY | ||||||
| PO BOX 873 | SUFFERN | NY | 10901 | NY | N/A | false |
| TULNOY LUMBER | ||||||
| 1620 WEBSTER AVE | BRONX | NY | 10457 | NY | N/A | false |
| UNITED SUPPLY CO | ||||||
| 457 WEST END AVENUE | NO PLAINFIELD | NJ | 07061 | NJ | N/A | false |
| WOODWORKS CONST | ||||||
| 322 EIGHTH AVENUE | NY | NY | 10001 | NY | N/A | false |
| CBF TRUCKING INC | ||||||
| 1230 MCCARTER HWY | CLIFTON | NJ | 07012 | NJ | N/A | false |
| SRS DISTRIBUTION | ||||||
| 43-57 HARRISON AVE | HARRISON | NJ | 07029 | NJ | N/A | false |
| STEEL BUILDING COMPONENTS LLC | ||||||
| 2960 WOODBRIDGE AVE | EDISON | NJ | 08837 | NJ | N/A | false |
| POINT BAY FUEL PBF LLC | ||||||
| 71 IRONS STREET | TOMS RIVER | NJ | 08753 | NJ | N/A | false |
| SHEA NASSAU SUFFOLK DELIVERY | ||||||
| 174 CABOT STREET | WEST BABYLON | NY | 11704 | NY | N/A | false |
| ARAMARK REFRESHMENT | ||||||
| 1511 TONNELLE AVE | NORTH BERGEN | NJ | 07047 | NJ | N/A | false |
| BROWN BUILDERS | ||||||
| 1700 PLAZA AVENUE | NEW HYD PARK | NY | 11040 | NY | N/A | false |
| DEEPDALE COUNTRY CLUB | ||||||
| 300 LONG ISLAND EXPRESSWAY | MANHASSET | NY | 11030 | NY | N/A | false |
| FIREBIRD FRIGHT COMPANY | ||||||
| 182-20 150TH ROAD | JAMAICA | NY | 11413 | NY | N/A | false |
| FRESH MEADOWS COUNTRY CLUB | ||||||
| 255 LAKEVILLE ROAD | LAKE SUCCESS | NY | 11020 | NY | N/A | false |
| GERSHOW RECYCLING CORP | ||||||
| 71 PECONIC AVE | MEDFORD | NY | 11763 | NY | N/A | false |
| I RAUCHS & SONS INC | ||||||
| 32-20 112TH STREET | E ELMHURST | NY | 11369 | NY | N/A | false |
| JFK TRUCKING | ||||||
| 205 MEADOW ROAD | EDISON | NJ | 08817 | NJ | N/A | false |
| LONG ISLAND PIPE OF NJ | ||||||
| 586 COMMERCIAL AVE | GARDEN CITY | NY | 11530 | NY | N/A | false |
| MRZ TRUCKING | ||||||
| 179-02 150TH AVE | JAMAICA | NY | 11434 | NY | N/A | false |
| MSS TRANSPORTATION | ||||||
| 167-55 148TH AVENUE | JAMAICA | NY | 11434 | NY | N/A | false |
| POST AIR FRIGHT TRUCKING | ||||||
| 145-77 226TH STREET | SPRINGFIELD | NY | 11413 | NY | N/A | false |
| SHORE POINT DISTRIBUTING COMPA | ||||||
| PO BOX 275 | ADELPHIA | NJ | 07710 | NJ | N/A | false |
| SYSTEM FREIGHT | ||||||
| PO BOX 554 | JAMESBURGH | NJ | 08831 | NJ | N/A | false |
| TYLER DISTRIBUTION CNTRS INC | ||||||
| 200 LIBERTY WAY | CRANBURY | NJ | 08512 | NJ | N/A | false |
| UPSTATE CONNECTION INC | ||||||
| PO BOX 881 | LATHAM | NY | 12110 | NY | N/A | false |
| WORLD TRADE CFS LLC | ||||||
| 147-20 184TH STREET | JAMAICA | NY | 11413 | NY | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |