BUILDING TRADES AFL-AGC WELFARE FUND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUILDING TRADES AFL-AGC WELFARE FUND (EIN 63-0327100)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-30
- IRS object ID
- 201510309349300346
- Schema version
- 2013v4.0
- 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 | 2015-01-30T19:26:22-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13790 NW 4 STREET 100 | AddressLine1 |
| City | SUNRISE | City |
| State | FL | State |
| ZIP Code | 33325 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 WELFARE PLAN | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MOBILE | City |
| State | AL | State |
| ZIP Code | 36633 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GRAVES | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2514384765 | PhoneNum |
| Signature | 2014-11-10 | 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 | 2015-01-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM GRAVES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1 |
| City | MOBILE | City |
| State | AL | State |
| ZIP Code | 36633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,229,172 | 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 | $3,855,820 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,650,612 | CYProgramServiceRevenueAmt |
| PY Investment Income | $414,549 | PYInvestmentIncomeAmt |
| CY Investment Income | $785,868 | CYInvestmentIncomeAmt |
| PY Other Revenue | $319,861 | PYOtherRevenueAmt |
| CY Other Revenue | $34,566 | CYOtherRevenueAmt |
| PY Total Revenue | $4,590,230 | PYTotalRevenueAmt |
| CY Total Revenue | $6,471,046 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $4,510,166 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $4,062,587 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $132,154 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $101,642 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $181,530 | PYOtherExpensesAmt |
| CY Other Expenses | $671,277 | CYOtherExpensesAmt |
| PY Total Expenses | $4,823,850 | PYTotalExpensesAmt |
| CY Total Expenses | $4,835,506 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$233,620 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,635,540 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,097,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,298,430 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,022 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $203,942 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,079,157 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,094,488 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Organization mission to is provide health benefits to eligible participants | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,835,506 | ExpenseAmt |
| Desc | HEALTH CLAIMS PAID ON BEHALF OF PARTICIPANTS AND / OR THEIR DEPENDENTS | Desc |
| Total Program Service Expenses | $4,835,506 | TotalProgramServiceExpensesAmt |
| 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 | 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 | 3 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2514384765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1 |
| City | MOBILE | City |
| State | AL | State |
| ZIP Code | 36633 | ZIPCode |
| 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 |
|---|---|---|---|---|---|---|
| WILLIAM GRAVES | ||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WENDELL MCABEE | ||||||
| VICE CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLEN STEADMAN | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE JENNINGS | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY MILLS | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LEE BAILEY | ||||||
| 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 | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 RIVERCHASE PARKWAY EAST | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35298 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INSURANCE PROVIDER | ServicesDesc |
| Compensation | $452,633 | 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 | $5,650,612 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,650,612 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,650,612 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,597 | TotalRevenueColumnAmt |
| Exclusion | $313,597 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,230,397 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,758,126 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $472,271 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $472,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $472,271 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLASS ACTION RECOVERIE | 525100 | $20,166 | $20,166 |
| ADMINISTRATIVE FEES | 525100 | $14,400 | $14,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,566 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,471,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,157,449 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $313,597 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,062,587 | TotalAmt |
| Program Services | $4,062,587 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,529 | TotalAmt |
| Program Services | $65,529 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,901 | TotalAmt |
| Program Services | $13,901 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,427 | TotalAmt |
| Program Services | $16,427 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,785 | TotalAmt |
| Program Services | $5,785 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,527 | TotalAmt |
| Program Services | $21,527 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,640 | TotalAmt |
| Program Services | $15,640 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,018 | TotalAmt |
| Program Services | $58,018 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,056 | TotalAmt |
| Program Services | $36,056 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,016 | TotalAmt |
| Program Services | $17,016 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,967 | TotalAmt |
| Program Services | $22,967 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208 | TotalAmt |
| Program Services | $1,208 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,264 | TotalAmt |
| Program Services | $12,264 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,404 | TotalAmt |
| Program Services | $6,404 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CLAIMS FEES | $452,633 | $452,633 |
| INSURANCE COMMISSIONS | $16,118 | $16,118 |
| TELEPHONE | $4,952 | $4,952 |
| UTILITIES | $4,858 | $4,858 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616 | TotalAmt |
| Program Services | $1,616 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,835,506 | TotalAmt |
| Program Services | $4,835,506 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,867 | BOYAmt |
| EOY | $1,332,489 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,275 | BOYAmt |
| EOY | $624,981 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $503,287 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $383,367 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,429 | BOYAmt |
| EOY | $119,920 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,360,991 | BOYAmt |
| EOY | $11,157,443 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,617 | BOYAmt |
| EOY | $63,597 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,097,179 | BOYAmt |
| EOY | $13,298,430 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,022 | BOYAmt |
| EOY | $58,942 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $145,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,022 | BOYAmt |
| EOY | $203,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,079,157 | BOYAmt |
| EOY | $13,094,488 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,079,157 | BOYAmt |
| EOY | $13,094,488 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,097,179 | BOYAmt |
| EOY | $13,298,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,635,540 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $379,791 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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
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 | $264,781 | DepreciationAmt |
| Book Value | $35,735 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,024 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,586 | DepreciationAmt |
| Book Value | $14,438 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $119,920 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKERS FOR PURCHASES OF SECURITIES | Desc |
| Amt | $145,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $145,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,792,819 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $379,791 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $379,791 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,413,028 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $58,018 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $58,018 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,471,046 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,777,488 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,777,488 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $58,018 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $58,018 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,835,506 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | 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 XII, Line 2c: | The Board of Trustees is responsible for the oversight of the audit. There has been no change in this process. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (72 entries)
| AFL-AGC BUILDING TRADES WELFARE PLAN |
| ATLANTA IWLOCAL #387 PENSION FUND |
| BUILDING TRADES UNITED PENTRUST FUND |
| CARP -CONNECTICUT HW & PEN FUND |
| CARPDISTCOUN OF HOUSTON & VICINITY |
| CARPDISTCOUNCIL OF KANSAS CITY |
| CARPMANAGEMENT PENSION FUND |
| CARPENTERS LOCAL #345 - PENSION FUND |
| CARPENTERS PENSION FUND OF ILLINOIS |
| CARPS - SOUTHWEST TRUST FUNDS |
| CARPS HEALTH FUND OF WEST VIRGINIA |
| CARPS OF WESTERN WASHINGTON - HW |
| CARPS PENSION BENFS - WASHINGTON-IDAHO |
| CARPS HW & PEN- NORTHERN CALIFORNIA |
| CARPS OF PHILADELPHIA & VICINITY |
| CARPS#225 & MW'S #1263 |
| CARPSDISTCOUNHEALTH FUND-MILWAUKEE |
| CARPSDISTCOUNCIL OF STLOUIS- HW & PN |
| CARPSLOCAL 127 BENEFIT FUNDS |
| CARPSREGCOUNCIL - MID-SOUTH - HW |
| CARPSCENTENNIAL STATE FUNDS - COLORADO |
| CARPS-GREATER PENNSYLVANIA |
| CARPS-LOUISIANA REGIONAL COUN HW & PEN |
| CARPS-MW HEALTH & WELFARE - TEXAS |
| CARPS-MID-ATLANTIC HWEDISTCOUNPEN |
| CARPS-NEW JERSEY HW & PENSION FUND |
| COASTAL OPERATING ENGSAPPRENTRAINING |
| FLORIDA UBC H&W PENSION FUND |
| IW DISTCOUNCIL OF NEW ENGLAND - #57 |
| IW LOC# 549 FRINGE BENEFIT FUND |
| IW SOUTHRN 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 LOCAL #402 PENSION |
| IRON WORKERS LOCAL #597 PENSION FUND |
| IRON WORKERS MID SOUTH P&W FUND |
| IRONWORKERS LOCAL #92 HW & PENSION |
| IRONWORKERS LOCAL NO 798 |
| IUOE #406 - LOUISANA |
| IUOE & PIPELINE EMPLOYEES |
| IUOE LOCAL 653 |
| IW #798 APPRENTICESHIP & TRAINING FUND |
| IW TENN VALLEY WELFAREPENSION FUND |
| MICHIGAN CARPENTERS FRINGE BENEFIT FUNDS |
| MIDDLE TN CARP & MW PENSION FUND |
| MID-SOUTH CARPSREGIONAL COUNTRAINING |
| MIDWEST STEEL INC |
| MILLWRIGHT & MACHINERY ERECTORS #1192 |
| 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 |
| OPERATING ENGINEERS #324 HEALTH CARE PLN |
| OPERATING ENGINEERS #487 - HW FUND |
| OPERATING ENGINEERS LOCAL #49 HW FUND |
| OPERATING ENGINEERS LOCAL 474 H & W |
| OPERATING ENGRSLOCAL #312 HW FUND |
| SECARPS-MW H&WPENSION FUNDS |
| SOUTHEASTERN IW HEALTH CARE PLAN |
| SOUTHERN IRON WORKERS PENSION FUND |
| SOUTHERN OPERATORS HEALTH |
| SOUTHERN STATES MILLWRIGHT REG COUNCIL |
| STRUCTURAL IRON WORKERS LOCAL #1 FUNDS |
| TEXAS IRON WORKERS TRUST FUNDS |
| TRI-STATE CARPS FRINGE BENEFITS |
| TWIN CITIES CARPENTERS HW & PEN FUND |
| TWIN CITIES IRON WORKERS - HW & PENSION |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (50 entries)
| AIRCO INDUSTRIAL |
| ALIMAK HEK INC |
| AMQUIP CRANE RENTAL |
| ATLANTA STEEL ERECTORS |
| ATLANTIC PLANT MAINTENANCE |
| B & G CRANE SERVICE |
| BH CRAIG CONSTRUCTION CO INC |
| BAKER STORE EQUIPMENT CO |
| BARNHART CRANE & RIGGING |
| Brand Energy Service LLC |
| BRUNSWICK BOWLING & BILLIARDS CORP |
| CR MEYER & SONS COMPANY |
| CENTRAL MAINTENANCE & WELDING INC |
| CHATTANOOGA BOILER & TANK COMPANY |
| COLBURN CONSTRUCTION INC |
| CST POWER AND CONSTRUCTION INC |
| DAY & ZIMMERMAN NPS INC |
| ENERFAB INC |
| ERNEST CONSTRUCTION LLC |
| FIELD SERVICES LLC |
| FLUOR MAINTENANCE SERVICES |
| G & R MINERAL SERVICE |
| GRINNELL CO INC |
| HAMON - CUSTODIS INC |
| I-C CONTRACTORS INC |
| K POWER |
| LEDBETTER INDUSTRIAL CONST INC |
| MADISON SUPPORT SERVICES |
| MAXIM CRANE WORKS |
| MCABEE CONSTRUCTION CO |
| MCT SERVICES LLC |
| MIDWEST STEEL INC |
| MILLER MECHANICAL SERVICE INC |
| NATIONAL STEEL DBA STEEL CITY ERECTING |
| PETERSON INDUSTRIAL SCAFFOLDING INC |
| POWER SUPPORT SERVICES |
| PRECISION SURVEILLANCE CORPORATION |
| PRE-CON CONSTRUCTION OF TAMPA INC |
| RIGGING INTERNATIONAL (dba -SARENS) |
| SIEMENS GENERATION SERVICES |
| SILMAN CONSTRUCTION |
| STEBBINS ENGINEERING CO |
| STEEL CITY INC |
| STURZENBECKER CONST CO INC |
| SUMMIT ERECTORS INC |
| TURBINE PROS LLC |
| UNIVERSAL PLANT SERVICES |
| VULCAN INDUSTRIAL CONTRACTORS |
| WENGER CORPORATION |
| WILLIAMS PLANT SERVICE LLC |
| 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 |