IBEW-363 LABOR WELFARE FUND: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- IBEW-363 LABOR WELFARE FUND (EIN 13-6132502)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201633149349301228
- Schema version
- 2015v2.1
- 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 | 2016-11-09T10:47:13-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222951202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSPC CPAS & ADVISORS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 NORTH AVENUE EAST | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070162496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136132502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBEW - 363 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IBEW | BusinessNameControlTxt |
| Phone | 8457833500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 COMMERCE DRIVE SOUTH | AddressLine1Txt |
| City | HARRIMAN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10926 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA BROWN | PersonNm |
| Person Title | PLAN ADMINISTRATOR | PersonTitleTxt |
| Phone | 8457833500 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON S GAGLIARDI | PreparerPersonNm |
| PTIN | P00528721 | PTIN |
| Phone | 9082727000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAMELA BROWN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 COMMERCE DRIVE SOUTH | AddressLine1Txt |
| City | HARRIMAN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,869,131 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.IBEWLU363.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 26 | 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 | $14,495,922 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,064,260 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,523 | PYInvestmentIncomeAmt |
| CY Investment Income | -$5,788 | CYInvestmentIncomeAmt |
| PY Other Revenue | $659,728 | PYOtherRevenueAmt |
| CY Other Revenue | $625,371 | CYOtherRevenueAmt |
| PY Total Revenue | $15,218,173 | PYTotalRevenueAmt |
| CY Total Revenue | $15,683,843 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $9,126,798 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,903,892 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $931,480 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $796,325 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $453,829 | PYOtherExpensesAmt |
| CY Other Expenses | $436,903 | CYOtherExpensesAmt |
| PY Total Expenses | $10,512,107 | PYTotalExpensesAmt |
| CY Total Expenses | $13,137,120 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,706,066 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,546,723 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,653,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,729,485 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,416,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,905,478 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,237,666 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,824,007 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE ACCIDENT,HOSPITAL,MEDICAL,SURGICAL,DISABILITY,OPTICAL VACATION BENEFITS FOR ELIGIBLE PARTICIPANTS & 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 | Yes (1) | 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 | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 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 | IBEW #363 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8457833500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 COMMERCE DRIVE SOUTH | AddressLine1Txt |
| City | HARRIMAN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10926 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 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 | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| GIL HEIM | |||||||
| UNION TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $110,940 | $18,604 | |
| JOHN A MARAIA | |||||||
| UNION TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $110,940 | $3,498 | |
| STEVE NEUGEBAUER | |||||||
| UNION TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $110,940 | $5,568 | |
| SAMUEL FRATTO III | |||||||
| UNION TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $184,780 | $5,930 | |
| MICHAEL FERRUCCI | |||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MATICH | |||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH DELEONARDIS | |||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KAEHLER | |||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES JOHANNEMANN | |||||||
| EMPLOYEE TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD PARKER | |||||||
| EMPLOYEE TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SEIDEL | |||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLAN THOMPSON JR | |||||||
| EMPLOYEE TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA BROWN | |||||||
| PLAN ADMINISTRATOR | 12.00 | 28.00 | $100,088 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,088 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $517,600 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,600 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 | AETNA | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 FARMINGTON AVENUE | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CLAIMS PROCESSING | ServicesDesc |
| Compensation | $135,822 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTOR CONTRIBUTIONS | 900099 | $13,912,769 | $13,912,769 |
| EMPLOYEES' CONTRIBUTIONS | 900099 | $1,119,385 | $1,119,385 |
| RETIREE DRUG SUBSIDY | 900099 | $32,106 | $32,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,064,260 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,262 | TotalRevenueColumnAmt |
| Exclusion | $88,262 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,091,238 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,185,288 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$94,050 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$94,050 | TotalRevenueColumnAmt |
| Exclusion | -$94,050 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REIMBURSED BY AFFILIATES | 900099 | $601,851 | $601,851 |
| MISCELLANEOUS INCOME | 900099 | $23,520 | $23,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $625,371 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,683,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,689,631 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$5,788 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,903,892 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,088 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,358 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,828 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,051 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,478 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,626 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,991 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,846 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,397 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,517 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,869 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CLAIMS PROCESSING SERVI | $235,046 |
| ACTUARIAL FEES | $42,000 |
| PROGRAMMING EXPENSE | $16,103 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,137,120 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,492,088 | BOYAmt |
| EOY | $5,569,019 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,570,008 | BOYAmt |
| EOY | $2,066,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,505 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,859 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,162 | BOYAmt |
| EOY | $7,646 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,459,518 | BOYAmt |
| EOY | $6,884,492 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,439 | BOYAmt |
| EOY | $200,525 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,656 | BOYAmt |
| EOY | $1,641 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,653,871 | BOYAmt |
| EOY | $14,729,485 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,684 | BOYAmt |
| EOY | $38,271 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,412,521 | BOYAmt |
| EOY | $3,867,207 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,416,205 | BOYAmt |
| EOY | $3,905,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,237,666 | BOYAmt |
| EOY | $10,824,007 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,237,666 | BOYAmt |
| EOY | $10,824,007 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,653,871 | BOYAmt |
| EOY | $14,729,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,546,723 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $39,618 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,859 | DepreciationAmt |
| Book Value | $7,646 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,646 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MEMBERS' VACATION PAYABLE | $3,530,435 |
| CONTRACTORS' SECURITY DEPOSITS | $229,576 |
| RECIPROCALS PAYABLE | $107,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,867,207 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,099,619 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $39,618 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $39,618 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,060,001 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,991 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $601,851 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $623,842 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,683,843 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,513,278 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$601,851 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$601,851 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,115,129 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,991 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $21,991 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,137,120 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REIMBURSED BY AFFILIATED FUNDS 601,851. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REIMBURSED BY AFFILIATED FUNDS -601,851. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL FRATTO III | PersonNm |
| Title | UNION TRUSTEE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $184,780 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $184,780 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW PURPOSES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| IBEW #363 SUB FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 020546331 | PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS | NY | SECTION 501(C)(9) | 0 |
| IBEW #LMCC FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 133800212 | TO PROVIDE EDUCATIONAL AND PROMOTIONAL SERVICES | NY | SECTION 501(C)(5) | 0 |
| L 363 JAT RE CORP | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 133765269 | ACTS AS A CORP THAT OPERATES BY RENTING OFFICE SPACE TO OTHER 363 FUNDS | NY | SECTION 501(C)(2) | 0 |
| IBEW #363 APPRENTICESHIP FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 136132505 | TO PROVIDE TRAINING FOR APPRENTICES AND MEMBERS | NY | SECTION 501(C)(3) | 0 |
| IBEW #363 SCHOLARSHIP FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 204423030 | TO PROVIDE SHCOLARSHIPS TO ELIGIBLE STUDENTS | NY | SECTION 501(C)(3) | 0 |
| IBEW #363 | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 131739738 | TO PROVIDE ORGANIZING,NEGOTIATIONS & ARBITRATIONS FOR MEMBERS | NY | SECTION 501(C)(5) | 0 |
| IBEW #363 PENSION FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 516041178 | TO PROVIDE PENSION BENEFITS FOR ELIBIBLE PARTICIPANTS | NY | SECTION 401(A) | 0 |
| IBEW #363 SUPPLY HOUSE PENSION | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 132972311 | TO PROVIDE PENSION BENEFITS FOR ELIBIBLE SUPPLY HOUSE PARTICIPANTS | NY | SECTION 401(A) | 0 |
| IBEW #363 MONEY PURCHASE PENSION | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 136530041 | TO PROVIDE ANNUITY BENEFITS FOR ELIGIBLE PARTICIPANTS | NY | SECTION 401(A) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|
| IBEW #363 JAT RE CORP | |
| K | USAGE OF BUILDING |
| IBEW #363 MONEY PURCHASE PENSION FUND | |
| Q | TIME ANALYSIS |
| IBEW #363 GENERAL FUND | |
| Q | TIME ANALYSIS |
| IBEW #363 APPRENTICE FUND | |
| Q | TIME ANALYSIS |
| IBEW #363 LMCC FUND | |
| Q | TIME ANALYSIS |
| IBEW #363 PENSION FUND | |
| Q | TIME ANALYSIS |
| IBEW #363 SUB FUND | |
| Q | TIME ANALYSIS |
| IBEW #363 GENERAL FUND | |
| P | TIME ANALYSIS/USAGE OF EXPENSES |