CEMENT MASONS-592 WELFARE FUND: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CEMENT MASONS-592 WELFARE FUND (EIN 23-1578380)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2018-02-12
- IRS object ID
- 201840439349300829
- 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 | 2018-02-12T11:21:11-06:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PRESIDENTIAL BLVD SUITE 330 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231578380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cement Masons Union Local No 592 | BusinessNameLine1Txt |
| Business Name Line2 | Health and Welfare Fund | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CEME | BusinessNameControlTxt |
| Phone | 2154680237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7821 BARTRAM AVENUE | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19153 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Ousey | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2154680237 | PhoneNum |
| Signature | 2018-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Louis Verzella CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2018-02-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.211.205.39 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-12 | IPDt |
| IP Tm | 11:19:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 19998950A844A1ED5F18EB360E4E9E4F9906FFA9 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | William Ousey | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7821 BARTRAM AVENUE | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,275,838 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | The purpose of Cement Masons Union Local 592 Health and Welfare Fund is to provide for the payment of life, sick, accident, or other benefits to its members or their dependents or designated beneficiaries. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,605,520 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,248,553 | CYProgramServiceRevenueAmt |
| PY Investment Income | $65,573 | PYInvestmentIncomeAmt |
| CY Investment Income | $133,368 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,671,093 | PYTotalRevenueAmt |
| CY Total Revenue | $10,381,921 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $5,539,761 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $5,811,118 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $269,867 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $238,088 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $495,715 | PYOtherExpensesAmt |
| CY Other Expenses | $730,188 | CYOtherExpensesAmt |
| PY Total Expenses | $6,305,343 | PYTotalExpensesAmt |
| CY Total Expenses | $6,779,394 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,365,750 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,602,527 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,588,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,957,274 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $183,861 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,530,632 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,773,413 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The purpose of Cement Masons Union Local 592 Health and Welfare Fund is to provide for the payment of life, sick, accident, or other benefits to its members or their dependents or designated beneficiaries. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | Plan provides medical, hospital, surgical, death, weekly disability income, and medicine reimbursements. | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | Joseph Diehl | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154680237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7821 BARTRAM AVENUE | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19153 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Bill Ousey | |||||||
| Union co-chairman | 2.00 | 38.00 | Yes (X) | $0 | $140,227 | $87,928 | |
| Jim Dolente | |||||||
| Employer Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Francis A Pietrini | |||||||
| Employer co-chairman | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Wildsmith | |||||||
| Union Trustee | 2.00 | 38.00 | Yes (X) | $0 | $136,511 | $87,458 | |
| Mike Sabatini | |||||||
| Union Trustee | 2.00 | 38.00 | Yes (X) | $0 | $137,593 | $87,673 | |
| BEN CONNORS | |||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| joe diehl | |||||||
| Administrator | 20.00 | 20.00 | $34,802 | $93,951 | $89,113 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $34,802 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $508,282 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $352,172 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AETNA | |||||
| 920 HARVEST DRIVE PO BOX 50092 | BLUE BELL | PA | 19422 | CLAIMS PROCESSING | $255,086 |
| jennings sigmond | |||||
| 1835 market street | philadelphia | PA | 19103 | legal services | $107,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer Contributions | 525100 | $9,919,287 | $9,919,287 |
| Retiree Contributions | 525100 | $205,295 | $205,295 |
| Medicare Contributions | 525100 | $91,550 | $91,550 |
| COBRA Contributions | 525100 | $29,353 | $29,353 |
| Self pay contributions | 525100 | $3,068 | $3,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,248,553 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,139 | TotalRevenueColumnAmt |
| Exclusion | $143,139 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,884,146 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,893,917 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$9,771 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,771 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$9,771 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,381,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,238,782 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $143,139 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,811,118 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,749 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,908 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,984 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,447 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,677 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,607 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,758 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,049 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,551 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,328 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,876 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,514 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,169 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,671 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,747 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY THE AC | Desc |
| Total | $26,352 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,779,394 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,326 | BOYAmt |
| EOY | $687,487 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,575 | BOYAmt |
| EOY | $1,949,987 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,625,271 | BOYAmt |
| EOY | $1,702,181 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,342 | BOYAmt |
| EOY | $72,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,430 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,470 | BOYAmt |
| EOY | $481 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,048,140 | BOYAmt |
| EOY | $10,545,114 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,588,124 | BOYAmt |
| EOY | $14,957,274 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,492 | BOYAmt |
| EOY | $117,621 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,597 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $59,643 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,492 | BOYAmt |
| EOY | $183,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,530,632 | BOYAmt |
| EOY | $14,773,413 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,530,632 | BOYAmt |
| EOY | $14,773,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,588,124 | BOYAmt |
| EOY | $14,957,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,602,527 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$51,757 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,692,011 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,519 | DepreciationAmt |
| Book Value | $481 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,771 | DepreciationAmt |
| Book Value | $71 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,069 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,140 | DepreciationAmt |
| Book Value | -$71 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $481 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO CUSTODIAN | Desc |
| Amt | $59,643 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $59,643 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,295,406 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$51,757 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$51,757 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,347,163 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $34,758 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $34,758 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,381,921 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,744,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,744,636 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $34,758 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $34,758 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,779,394 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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 if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U.S. Federal, state, or local taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years, however this may differ depending upon the circumstances of the Plan. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bill Ousey | ||||||||||||||
| Union co-chairman | $0 | $140,227 | $0 | $0 | $0 | $0 | $0 | $60,159 | $0 | $27,769 | $0 | $228,155 | $0 | $0 |
| Mark Wildsmith | ||||||||||||||
| Union Trustee | $0 | $136,511 | $0 | $0 | $0 | $0 | $0 | $59,689 | $0 | $27,769 | $0 | $223,969 | $0 | $0 |
| Mike Sabatini | ||||||||||||||
| Union Trustee | $0 | $137,593 | $0 | $0 | $0 | $0 | $0 | $59,904 | $0 | $27,769 | $0 | $225,266 | $0 | $0 |
| joe diehl | ||||||||||||||
| Administrator | $34,802 | $93,951 | $0 | $0 | $0 | $0 | $0 | $59,702 | $0 | $29,411 | $34,802 | $183,064 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Cement Masons Union Local No. 592 Health and Welfare Fund's Form 990 is prepared by its independent public accountant. The return is forwarded to the fund administrator for initial review. The fund administrator then presents the return to the trustees for signature. |
| Form 990, Part VI, Section B, line 12c | The organization's conflict of interest policyis reviewed annually. |
| Form 990, Part VI, Section B, line 15 | The fund administrator's salary is approved annually by the board of trustees. |
| Form 990, Part VI, Section C, line 19 | Cement Masons Union Local No. 592 Health and Welfare Fund's governing documents and financial statements are made available to the public upon request. |
| Form 990, Part VII Contact Addresses for Officers, Directors, Etc | Bill Ousey - 2843 SNYDER AVENUE, PHILADELPHIA, PA 19145. Jim Dolente - 130 Quaker Lane, MALVERN, PA 19355. Francis A. Pietrini - 111 E. CHURCH ROAD, KING OF PRUSSIA, PA 19046. joe diehl - 2315 S. 22nd Street, pHILADELPHIA, PA 19145. |
| Form 990, Part XI, line 9: | TRANSFER OF ASSETS PLASTERERS' LOCAL 8 HEALTH & WELFARE FUND DUE TO MERGER 3,692,011. |
| Form 990, Part XII, line 2c: | Cement Masons Union Local No. 592 Health and Welfare Fund's board of trustees is responsible for overseeing the financial statement audit and selection of the independent public accountant who performs the audit. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| PHILADELPHIA REDEVELOPEMENT AUTHORITY CORP | ||||||||
| 1234 MARKET STREET | PHIladelphia | PA | 19107 | 231664406 | AFFORDABLE HOUSING AND REPAIRS ASSISTANCE | PA | 501(C)(3) | 0 |
| PHILADELPHIA HOUSING AUTHORITY DEVELOPEMENT CORP | ||||||||
| 2012 CHESTNUT STREET | PHiladelphia | PA | 19103 | 232666701 | PUBLIC HOUSING | PA | 501(C)(3) | 0 |
| OPCMIA LOCAL 592 | ||||||||
| 2843 Snyder Avenue | Philadelphia | PA | 19145 | 230932560 | Labor Union | PA | 501(C)(5) | 0 |
| PLASTERERS LOCAL 8 LABOR MANAGEMENT COOPERATION COMMITTEE | ||||||||
| 2843 Snyder Avenue | PHIladelphia | PA | 19145 | 232966127 | LABOR RELATIONS | PA | 501(C)(5) | 0 |
| Cement Masons Union Local 592 Pension Plan | ||||||||
| 7821 BARTRAM AVENUE | Philadelphia | PA | 19153 | 231972409 | Pension Fund | PA | 401(A)/501(A) | 0 |
| Cement Masons Joint Apprenticeship Fund of Phila& Vicinity | ||||||||
| 7821 BARTRAM AVENUE | Philadelphia | PA | 19153 | 231638874 | Training and Education | PA | 501(C)(5) | 0 |
| PLASTERERS LOCAL 8 HEALTH & WELFARE PLAN | ||||||||
| 7821 BARTRAM AVENUE | Philadelphia | PA | 19153 | 231477739 | WELFARE FUND | PA | 501(C)(9) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (182 entries)
| 79 GOFFLE RD LLC |
| ABBONIZIO CONTRACTORS INC |
| ABC CONSTRUCTION COMPNAY |
| ADVANCED FLOORING SYSTEMS I |
| ALLEN LEE CONCRETE POLISHIN |
| AMI CONSTRUCTION COMPANY |
| AMODEI CO INC C |
| ANDERSON CONSTRUCTION CO I |
| Andrew POLILLO |
| AP CONSTRUCTION CO |
| ATHENA CONTRACTING INC |
| ATLANTIC SUBSEA INC |
| AURAND MASONRY |
| AVIMAN MANAGEMENT LLC |
| B PIETRINI AND SONS INC |
| BERLIN STEEL CONSTRUCTION |
| BIDDLE MASONRY CONTR ANTHO |
| BLUE BELL CONSTRUCTION INC |
| BOCK CONSTRUCTION |
| BRADLEY CO INC MJ |
| BRAND ENERGY SERVICES LLC |
| BRIGHLINE CONSTRUCTION |
| BUCKLEY & CO INC |
| BUCKS CONCRETE SERVICES IN |
| BUD CONCRETE |
| BUDGET MAINT CONCRETE |
| C AMODEI CO INC |
| CH SCHWERTNER & SON INC |
| CAMERON CONCRETE INC |
| CAPITAL CONCRETE INC |
| CARNEY INC THOMAS P |
| CARR & DUFF |
| CARSON CONTRACTING CORP |
| CARUSONE CONSTRUCTION INC |
| CHADWICK CO INC AT |
| CHARLES MARANDINO LLC |
| CHOATES GENERAL CONTRACTING |
| CHRISTOPHER MCCAHON CONTR |
| CIPPCO CONTRACTING INC |
| CLEARWATER CONCRETE & MASON |
| CNS CONSTRUCTION CORP |
| COCCO CONTRACTING CORP |
| CORRADO AMERICAN LLC |
| CREATIVE SURFACES INC |
| CRETE SEALERS INC |
| CUBS CONSTRUCTION |
| DANDREA BROS CONCRETE COI |
| DELTA LINE CONSTRUCTION |
| DEPAUL & CO INC |
| DEPAUL AND SON TONY |
| DEWITT CONCRETE AND MASONRY |
| DOLENTE & SONS LOUIS |
| DRISCOLL CONST CO INC |
| DUGAN CONTRACTORS INC |
| DUGAN INC JOSEPH |
| DUGGAN & MARCON INC |
| DUNKERLY CONST INC ROBE |
| DZWIL MASONARY CONTR JOHN |
| EAST ATLANTIC CONCRETE INC |
| EASTERN GUNITE CO INC |
| EXSTRA BROAD STREET |
| FELIX AND SON CONTRACTORS |
| FREEDOM CONSTRUCTION |
| GM MC CROSIN INC |
| GENTILE CONCRETE INC |
| GEORGE J SPELLMAN INC |
| GILL COMPAN SS |
| GLOBAL CONCRETE INC |
| GLOUCESTER COUNTY IMPROVEME |
| GMAC CONSTRUCTION |
| GRAYCOR INDUSTRIAL CONSTRUC |
| GROUND PENETRATION & REST |
| HJDEITZ INC |
| HAGEN CONSTRUCTION |
| HAMON CUSTODIS INC |
| HAVERSTICK BORTHWICK CO |
| HEALY LONG & JEVIN INC |
| HENKELS & MC COY INC |
| HTI POLYMER INC |
| INDIAN MILLS CONTRACTING |
| INDUSTRIAL FLOOR CORPORATIO |
| J DYLAN CONCRETE INC |
| J L ERECTORS INC |
| JERSEY CONSTRUCTION |
| JOHN D LAWRENCE INC |
| JOHN FEHER CONCRETE CONSTL |
| JONASZ PRECAST INC |
| JPC GROUP INC |
| K CONCRETE LLC |
| KCCKIMBALL CONSTRUTION CO |
| KEATING CO DANIEL J |
| KEHOE CONSTRUCTION |
| LABOR RENTAL COMPANY |
| LEXA CONCRETE LLC |
| LOUIS DOLENTE AND SONS |
| LOVIN CONTRACTORSULISE LOV |
| MP MURPHY CONCRETE CONT |
| MACRI CONCRETE |
| MADISON CONSTRUCTION |
| MARK & SONS CEMENTLEUZZI |
| MARONE CONTRACTORS |
| MASON BUILDING GROUP INC |
| MATHIS CONSTRUCTION CO |
| MATRIX SERVICE INDCONT I |
| MC GEEHAN PAVING & EXCAVATI |
| MECO CONSTRUCTORS INC |
| MEGA CONCRETE |
| MENDENHALL TROWEL TRADES IN |
| MERRELL & GARAGUSO INC |
| MEYERS AND SONS COMPANY C |
| MOLLY CONSTRUCTION CO INC |
| MORRISSEY INC JAMES |
| NASCON INC JG |
| NATHAN CONTRACTING |
| NATIONAL PLASTERING IND |
| NATIONAL POLISHING |
| NICHOLAS A SALAMONE CONTRAC |
| NOVA CRETE INC |
| NOVINGER'S |
| NYLEVE BRIDGE CORP |
| OLIVIERI & ASSOCIATES INC |
| ONOFRIO'S PRECAST SERVICES |
| PA BUILDERS |
| PANZITTA ENTERPRISES |
| PARSICON OF PA INC |
| PHILLIPS ENTERPRISE |
| PIETRINI & SONS B |
| PIETRINI CONTRACTORS INC |
| PINE VALLEY CONST MGMT LLC |
| PRIETO RAYMOND J |
| PRO CORE CONSTRUCTION |
| PROUD MASONARY RESTORATION |
| QUEST CONCRETE CORP |
| QUINN CONSTRUCTION INC |
| R & M MASONRY |
| RP CONCRETE INC |
| RAMOS & ASSOCIATES INC |
| RED EAGLE CONSTRUCTION |
| REIDER EDWARD INC |
| RESOURCE NEW JERSEY |
| RESTORATION SOLUTIONS LLC |
| RIGGS DISTLER & CO INC |
| ROCKPORT CONSTRUCTION CO |
| ROMA CONCRETE INC |
| RPS CONSTRUCTION INC |
| SS GILL COMPANY |
| SALOMONE BROS OF PA INC |
| SCHIAVONE FRED M CONST INC |
| SCHULTZ INC WILMER |
| SEALGUARD |
| SEAMLESS FLOORING |
| SEANS LANDSCAPING INC |
| SERAVALLI INC |
| SHAMOKIN DAM CONSTRUCTION |
| SHARED SYSTEMS TECHNOLOGY I |
| SIRAVO & SON INC |
| ST CLAIR CONCRETE CO MD |
| STAR CONTRACTOR INC |
| STONE & WEBSTER CONSTRUCTIO |
| STRAIGHT CONSTRUCTION |
| STRUCTURAL MAINTENANCE SYST |
| SWEENEY & SON INC HT |
| SYRSTONE INC |
| T & G CONSTRUCTION |
| TALLEY BROTHERS INC |
| TECTON CORP |
| TERENCE FROMAN INC |
| THE BEDWELL COMPANY |
| THE ESPINOSA GROUP |
| THOMAS BUILDING GROUP INC |
| TIR EDOGHAIN CONST INC |
| TORRADO CONSTRUCTION CO IN |
| TRINTON MARINE CONSTRUCTION |
| TRIPODI CONSTRUCTION |
| TRI-STATE CONSTRUCTION |
| TUTOR PERINI CORP |
| VG CONCRETE |
| VINCENT POOLS INC |
| WALSH CONSTRUCTION COMPANY |
| WATTS RESTORATION INC |
| WHITE JJ INC |
| WILMER R SCHULTZ INC |
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Cement Masons Union Local 592 Pension Plan | ||
| Q | $279,598 | FMV |
| PLASTERERS LOCAL 8 HEALTH & WELFARE PLAN | ||
| S | $3,692,011 | FMV |