BUILDING TRADES AFL-AGC WELFARE FUND: Form 990, tax year 2016
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- Organization
- BUILDING TRADES AFL-AGC WELFARE FUND (EIN 63-0327100)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-25
- IRS object ID
- 201800569349300300
- 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 | 2018-02-25T11:08:40-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650140643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN D EISENBERG CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13790 NW 4 STREET 100 | AddressLine1Txt |
| City | SUNRISE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33325 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630327100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFOF L - AGC BUILDING TRADES | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE PLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFOF | BusinessNameControlTxt |
| Phone | 2514384765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDY MILLS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2514384765 | PhoneNum |
| Signature | 2018-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN D EISENBERG | PreparerPersonNm |
| PTIN | P00175252 | PTIN |
| Phone | 9548469490 | PhoneNum |
| Preparation | 2018-02-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.204.218.87 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-24 | IPDt |
| IP Tm | 12:46:36 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 81C2A2702F62E91AA9FF9CC7663B3FD6D85E7873 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 81C2A2702F62E91AA9FF9CC7663B3FD6D85E7873 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDY MILLS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,228,880 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | NA | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | To provide health benefits to its members. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,066,121 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,311,263 | CYProgramServiceRevenueAmt |
| PY Investment Income | $389,594 | PYInvestmentIncomeAmt |
| CY Investment Income | $528,986 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,709 | PYOtherRevenueAmt |
| CY Other Revenue | $37,514 | CYOtherRevenueAmt |
| PY Total Revenue | $9,488,424 | PYTotalRevenueAmt |
| CY Total Revenue | $10,877,763 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $8,272,149 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $8,098,990 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $142,335 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $145,370 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,162,562 | PYOtherExpensesAmt |
| CY Other Expenses | $1,288,816 | CYOtherExpensesAmt |
| PY Total Expenses | $9,577,046 | PYTotalExpensesAmt |
| CY Total Expenses | $9,533,176 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$88,622 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,344,587 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,836,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,789,862 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $122,130 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,061 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,713,961 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,671,801 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Organization mission to is provide health benefits to eligible participants | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | HEALTH CLAIMS PAID ON BEHALF OF PARTICIPANTS AND / OR THEIR DEPENDENTS | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURI KING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2514384765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ANDY MILLS | ||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WENDELL MCABEE | ||||||
| TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLEN STEADMAN | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE JENNINGS | ||||||
| VICE CHAIRMAN | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LEE BAILEY | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| TIM MILLER | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 RIVERCHASE PARKWAY EAST | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35298 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INSURANCE PROVIDER | ServicesDesc |
| Compensation | $987,836 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $10,311,263 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,311,263 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,311,263 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,443 | TotalRevenueColumnAmt |
| Exclusion | $310,443 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,300 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,300 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,300 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,569,660 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,351,117 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $218,543 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $218,543 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 525100 | $31,200 | $31,200 |
| MISCELLANEOUS | 525100 | $14 | $14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,214 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,877,763 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,567,320 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $310,443 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,098,990 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,785 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,995 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,074 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,516 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,383 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,633 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,650 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,535 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,013 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,957 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,480 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,450 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,908 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CLAIMS FEES | $987,836 |
| TRANSITIONAL REINSURANC | $41,701 |
| INSURANCE COMMISSIONS | $30,325 |
| TELEPHONE | $6,877 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,068 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,533,176 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,018,159 | BOYAmt |
| EOY | $2,781,107 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,148 | BOYAmt |
| EOY | $1,061,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $494,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $396,089 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,051 | BOYAmt |
| EOY | $98,600 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,748,964 | BOYAmt |
| EOY | $14,786,505 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,769 | BOYAmt |
| EOY | $62,498 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,836,091 | BOYAmt |
| EOY | $18,789,862 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,130 | BOYAmt |
| EOY | $118,061 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,130 | BOYAmt |
| EOY | $118,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,713,961 | BOYAmt |
| EOY | $18,671,801 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,713,961 | BOYAmt |
| EOY | $18,671,801 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,836,091 | BOYAmt |
| EOY | $18,789,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,344,587 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $568,597 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $44,656 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,747 | OtherCostOrOtherBasisAmt |
| Book Value | $69,747 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $273,285 | DepreciationAmt |
| Book Value | $27,231 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,804 | DepreciationAmt |
| Book Value | $1,622 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $98,600 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $11,372,710 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $568,597 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $568,597 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,804,113 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $73,650 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $73,650 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,877,763 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,459,526 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,459,526 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $73,650 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $73,650 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,533,176 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Form 990 is presented to the Board of Trustees for review. The return is reviewed and accepted. Any changes are made prior to filing. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its financial statements and governing documents available to the public upon written request. |
| Form 990, Part XI, line 9: | TRANSFER - CARPENTERS LU 89 DEATH FUND 44656. |
| Form 990, Part XII, Line 2c: | The Board of Trustees are responsible for the oversight of the audit. There has been no change in this process. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (71 entries)
| A F L-A G C BUILDING TRADES WELFARE PLAN |
| CARPS - SOUTHWEST TRUST FUNDS |
| CARPS - WILL COUNTY LOCAL #174 |
| CARPS- N Y C DISTRICT COUNCIL OF CARPS |
| CARPS OF WESTERN WASHINGTON - HW |
| CARPS HW & PEN- NORTHERN CALIFORNIA |
| CARPS HEALTHWELFARE - CENTRAL ILLINOIS |
| CARPS- NORTHEAST HEALTHPENSION FUND |
| CARPS OF PHILADELPHIA & VICINITY |
| CARPSDISTCOUNCIL OF STLOUIS- HW & P N |
| CARPSREGCOUNCIL - MID-SOUTH - HW |
| CARPS-ALASKA TRUST FUNDS HW & PENSION |
| CARPS-EMPIRE STATE FRINGE BENEFITS FUND |
| CARPS-GREATER PENNSYLVANIA |
| CARPS-LOUISIANA REGIONAL COUN HW & PEN |
| CARPS-MW HEALTH & WELFARE - TEXAS |
| CARPS-MID-ATLANTIC HWEDISTCOUNPEN |
| CARPS-OREGON-WASHINGTON EMPTRUST FUNDS |
| CHICAGO DISTRICT COUNCIL OF CARPS |
| COASTAL OPERATING ENGSAPPRENTRAINING |
| FIVE RIVER CARPENTERS FRINGE BENEFITS |
| FLORIDA UBC H&W PENSION FUND |
| HEARTLAND HEALTHCARE FUND |
| I U O E & PIPELINE EMPLOYEES |
| I U O E #406 - LOUISANA |
| I U O E LOCAL 653 |
| I W #798 APPRENTICESHIP & TRAINING FUND |
| I W TENN VALLEY WELFAREPENSION FUND |
| IW DISTCOUNOF PHILADELPHIA BENFPLAN |
| IW LOC# 549 FRINGE BENEFIT FUND |
| IW LOCAL #28 - RICHMOND VA - HW & P |
| IW- NORTHWEST HW TRUST LOC#751 |
| IW SOUTHERN OHIO FRINGE FUNDS |
| IW-CALIFORNIA FIELD TRUST FUND |
| IWSTLOUIS DISTCOUNCIL HW-P FUNDS |
| INKYOH REGIONAL COUNCIL CARPENTERS |
| IRON WORKERS #167 HW & PENSION FUNDS |
| IRON WORKERS #25 FRINGE BENEFIT FUNDS |
| IRON WORKERS #55 - TOLEDO OHIO |
| IRON WORKERS INTERMOUNTAIN H & W |
| IRON WORKERS LOCAL #5 - WASHINGTONDC |
| IRON WORKERS LOCAL #8 WELFARE FUND |
| IRON WORKERS MID SOUTH P&W FUND |
| IRONWORKERS LOCAL #92 HW & PENSION |
| IRONWORKERS LOCAL NO 798 |
| MICHIGAN CARPENTERS FRINGE BENEFIT FUNDS |
| MID-SOUTH CARPSREGIONAL COUNTRAINING |
| MILLWRIGHTS LOCAL # 1192 |
| MILLWRIGHTS LOCAL #1102 - HW & PENSION |
| MO-KAN IRON WORKERS WP FUNDS |
| NEW ENGLAND CARPENTERS HEALTH BENFFUNDS |
| NOCENTRAL STATES REGCOUNCARPS-HEALTH |
| OHIO CARPENTERS HW FUNDS |
| OHIO CARPENTERS HOSPITALIZATION & PENSIO |
| OHIO OPERATING ENGINEERS HW FUND LOC#18 |
| OKARK CARPENTERS JOINT FUNDS |
| OPERATING ENGINEERS #101 |
| OPERATING ENGINEERS #3 HW |
| OPERATING ENGINEERS #37 HW FUND |
| OPERATING ENGINEERS #487 - HW FUND |
| OPERATING ENGINEERS #825 WFPF |
| OPERATING ENGINEERS LOCAL #49 HW FUND |
| OPERATING ENGINEERS LOCAL 474 H & W |
| OPERATING ENGRSLOCAL #312 HW FUND |
| SECARPS-MW H&WPENSION FUNDS |
| SOUTHEASTERN I W HEALTH CARE PLAN |
| SOUTHERN OPERATORS HEALTH |
| SOUTHERN STATES MILLWRIGHT REG COUNCIL |
| TEXAS IRON WORKERS TRUST FUNDS |
| TWIN CITIES CARPENTERS HW & PEN FUND |
| TWIN CITIES IRON WORKERS - HW & PENSION |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (80 entries)
| A P COM POWER INC |
| AERIE AEROSPACE |
| ALIMAK HEK INC |
| AMERICAN INDUSTRIAL DOOR |
| AMQUIP CRANE RENTAL |
| ARISTEO CONSTRUCTION |
| ASHTON AND COMPANY INC |
| ATLANTIC PLANT MAINTENANCE |
| ATLAS INDUSTRIAL CONTRACTORS L L C |
| BH CRAIG CONSTRUCTION CO INC |
| BABCOCK & WILCOX CO |
| BARNHART CRANE & RIGGING |
| BIGGIE CRANE AND RIGGING CO |
| Brand Energy Service L L C |
| BRUNSWICK BOWLING & BILLIARDS CORP |
| BSE INDUSTRIAL CONTRACTORS INC |
| C M F GROUP INC |
| CR MEYER & SONS COMPANY |
| CARDINAL CONTRACTING L L C |
| CENTRAL CONVEYOR COMPANY |
| CENTRAL MAINTENANCE & WELDING INC |
| COASTAL CRANE & RIGGING INC |
| COASTAL INDUSTRIAL SERVICES |
| COLBURN CONSTRUCTION INC |
| CONTINENTAL STEEL INC |
| DAY & ZIMMERMAN N P S INC |
| DIXIE MECHANICAL INC |
| ELK RIVER MECHANICAL & CONTROLS L L C |
| EPRO L L C |
| ETHOS ENERGY FIELD SERVICES |
| FLUOR MAINTENANCE SERVICES |
| GAY W W MECH CONTR INC |
| GENESYS |
| GIPSON MECHANICAL & INDUSTRIAL INC |
| GREERS ELECTRIC INC |
| H & R INDUSTRIAL CONTRACTORSINC |
| HAMON - CUSTODIS INC |
| I-C CONTRACTORS INC |
| INTERNATIONAL CHIMNEY CORP |
| INTERNATIONAL INDUSTRIAL CONTRACTING CRP |
| JOHNSON CONTRACTORS INC |
| K POWER |
| KIRK ERECTORS INC |
| LEDBETTER INDUSTRIAL CONST INC |
| MATRIX NORTH AMERICAN CONSTRUCTION INC |
| MC ABEE CONSTRUCTION CO |
| MC DONOUGH CONSTRUCTION RENTAL |
| M-CO INC |
| MCT SERVICES LLC |
| MEI ELECTRICAL INC |
| MIDWEST STEEL INC |
| MILLER MECHANICAL SERVICE INC |
| MIRON CONSTRUCTION CO INC |
| N K C CONVEYOR INSTALLATION COMPANY |
| NATIONAL STEEL DBA STEEL CITY ERECTING |
| PERFORMANCE CONTRACTING INC |
| PIQUA STEEL COMPANY |
| PRECAST ERECTORS INC |
| PRECISE PREDICTIONS INC |
| PRECISION STONE |
| PRECISION SURVEILLANCE CORPORATION |
| PRE-CON CONSTRUCTION OF TAMPA INC |
| PROGRESSIVE INSULATION L L C |
| SARENS U S A INC (dba SARENS) |
| SHOULDICE MANUFACTURES & CONTRACTORS INC |
| SIEMENS GENERATION SERVICES |
| SILMAN CONSTRUCTION |
| SONGER STEEL SERVICES |
| STEBBINS ENGINEERING CO |
| STONE & WEBSTER CONSTRUCTION INC |
| STURZENBECKER CONST CO INC |
| TENNESSEE VALLEY INDUSTRIAL EMI CORP |
| TOPS FIELD SERVICES |
| TRADE-MARK INDUSTRIAL L L C |
| TURBINE PROS L L C |
| URS |
| UNLIMITED WELDING INC |
| VULCAN INDUSTRIAL CONTRACTORS |
| W SOULE & COMPANY |
| WILLIAMS PLANT SERVICE L L C |
| 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 |