WILL COUNTY LOCAL 174: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILL COUNTY LOCAL 174 (EIN 36-2443112)
- Tax period
- 2012-03-01 to 2013-02-28
- Filed
- 2014-01-14
- IRS object ID
- 201420149349301107
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-01-14T11:24:31-06:00 | Timestamp |
| Tax Period End Date | 2013-02-28 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470900880 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 566 WEST LAKE STREET SUITE 300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606611414 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362443112 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILL COUNTY LOCAL 174 CARPENTERS WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 8157414737 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 ESSINGTON ROAD No 100 | AddressLine1 |
| City | JOLIET | City |
| State | IL | State |
| ZIP Code | 60435 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gary Perinar | Name |
| Title | Sec/Treasurer | Title |
| Phone | 8157414737 | Phone |
| Date Signed | 2014-01-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Andy Hein | Name |
| PTIN | P00499757 | PTIN |
| Phone | 3126550037 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GARY PERINAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 ESSINGTON ROAD No 100 | AddressLine1 |
| City | JOLIET | City |
| State | IL | State |
| ZIP Code | 60435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28169901 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| All Affiliates Included | 1 | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11794980 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14771816 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 241197 | InvestmentIncomePriorYear |
| Investment Income Current Year | 115192 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 286577 | OtherRevenuePriorYear |
| Other Revenue Current Year | 309075 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12322754 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15196083 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 12650178 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 12117323 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 488428 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 527026 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 900851 | OtherExpensePriorYear |
| Other Expenses Current Year | 972920 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14039457 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13617269 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1716703 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1578814 | RevenuesLessExpensesCY |
| Total Assets BOY | 9313320 | TotalAssetsBOY |
| Total Assets EOY | 10679542 | TotalAssetsEOY |
| Total Liabilities BOY | 525995 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 337568 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8787325 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10341974 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE PLAN PROVIDES MEDICAL, DENTAL, VISION AND LIFE BENEFITS TO 1141 ELIGIBLE MEMBERS AND THEIR DEPENDENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE PLAN PROVIDES MEDICAL, DENTAL, VISION, AND LIFE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 484 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 19 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRY BAILEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8157414737 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 ESSINGTON ROAD STE 100 | AddressLine1 |
| City | JOLIET | City |
| State | IL | State |
| ZIP Code | 60435 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| GARY PERINAR | |||||||
| Sec./Treasurer | 3.00 | X | X | 2700 | 0 | 0 | |
| LARRY PERINAR | |||||||
| Trustee | 3.00 | X | 2700 | 0 | 0 | ||
| GARY PERINAR JR | |||||||
| Trustee | 3.00 | X | 0 | 252610 | 102749 | 40.00 | |
| MEL GRAY JR | |||||||
| Chairman | 3.00 | X | X | 2700 | 0 | 0 | |
| JAMES PASCH | |||||||
| Trustee | 3.00 | X | 2475 | 0 | 0 | ||
| RICHARD BERTI | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10575 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 252610 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 102749 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | PPO ACCESS FEES | 418923 |
| ARNOLD & KADJAN | |||||
| 203 N LASALLE SUITE 1650 | CHICAGO | IL | 60601 | LEGAL SERVICES | 286144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 13339576 | 13339576 |
| MEMBER CONTRIBUTIONS | 900099 | 1325929 | 1325929 |
| MEDICARE D SUBSIDIES | 900099 | 103655 | 103655 |
| COBRA SUBSIDY CONT. | 900099 | 2656 | 2656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14771816 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 76395 | TotalRevenueColumn |
| Exclusion | $76,395 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13012615 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12973818 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38797 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38797 | TotalRevenueColumn |
| Exclusion | $38,797 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMB SAL & RELATED EX | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 309075 | TotalRevenueColumn |
| Related Or Exempt Function Income | 309075 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 309075 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15196083 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15080891 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $115,192 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12117323 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10575 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290724 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92120 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104026 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29581 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162881 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51506 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34870 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610327 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49382 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38325 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1733 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10819 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6911 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6166 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13617269 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2008679 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3474797 | BOY |
| EOY | 3061296 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1613621 | BOY |
| EOY | 1751528 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15450 | BOY |
| EOY | 19658 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 124520 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 107937 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15903 | BOY |
| EOY | 16583 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3955752 | BOY |
| EOY | 3641045 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237797 | BOY |
| EOY | 180753 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9313320 | BOY |
| EOY | 10679542 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30795 | BOY |
| EOY | 39449 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495200 | BOY |
| EOY | 298119 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525995 | BOY |
| EOY | 337568 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8787325 | BOY |
| EOY | 10341974 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8787325 | BOY |
| EOY | 10341974 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9313320 | BOY |
| EOY | 10679542 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1578814 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -24165 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 124520 | OtherCostOrOtherBasis |
| Depreciation | 107937 | Depreciation |
| Book Value | 16583 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16583 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECIPROCITY PAYABLE | Description |
| Amount | $298,119 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 298119 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 14724318 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -24165 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -24165 | RevenueNotRptdF990 |
| Revenue Subtotal | 14748483 | RevenueSubtotal |
| Investment Expenses Not Included | 34870 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 412730 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 447600 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15196083 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13169669 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -412730 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -412730 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13582399 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 34870 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 34870 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13617269 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The trust established under the Plan to hold the Plan's assets is intended to qualify pursuant to Section 501(c) 9 of the Internal Revenue Code (IRC), and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax determination letter from the IRS, and the Plan sponsor believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the IRC. U.S. GAAP require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. As of February 28, 2013, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. At February 28, 2013, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended February 28, 2010. |
| Part XI, Line 4b - Other Adjustments: | REIMB PAYROLL NET ON F/S MEDICARE D SUBSIDIES RECEIVED NET W/CLAIMS ON F/S | |
| Part XII, Line 2d - Other Adjustments: | REIMB PAYROLL GROSS ON 990 MEDICARE SUBSIDY RECEIVED NET W/CLAIMS ON F/S | |
| N/A |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GARY PERINAR JR | NamePerson |
| Title | Trustee | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 248589 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 4021 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 82320 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 20429 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 355359 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Line 2 explanation - GARY PERINAR SR. HAS A FAMILY RELATIONSHIP WITH GARY PERINAR, JR. AND LARRY PERINAR. GARY PERINAR JR. HAS A FAMILY RELATIONSHIP WITH GARY PERINAR SR. LARRY PERINAR HAS A FAMILY RELATIONSHIP WTIH GARY PERINAR SR. |
| Form 990, Part VI, Section A, line 7a | Line 7a explanation - MEMBERS OF THE GOVERNING BODY REPRESENTING EMPLOYEES ARE APPOINTED BY THE UNITED BROTHERHOOD OF CARPENTERS LOCAL 174 UNION. MEMBERS OF THE GOVERNING BODY REPRESENTING EMPLOYERS ARE APPOINTED BY THE CONTRACTORS ASSOCIATION OF WILL & GRUNDY COUNTIES. |
| Form 990, Part VI, Section B, line 11 | THE TRUSTEES HAVE AUTHORIZED THE CHAIRMAN AND/OR SECRETARY TO REVIEW AND EXECUTE THE FORM 990 BEFORE IT IS FILED. |
| Form 990, Part VI, Section B, line 12c | THE ACTIVITIES OF THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND ERISA. BOTH ESTABLISH STANDARDS OF CONDUCT FOR PLAN FIDUCIARIES. THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO THE ENTIRE BOARD OF TRUSTEES. |
| Form 990, Part VI, Section B, line 15b | The Trust document states that the Trustees may be paid reasonable compenstaion for their services rendered except that any person so serving who already receives full time pay from an Employer or any Association of employers whose employees are participants in the Plan, or from a Union whose members are participants in such plan. Currently, 4 of the Trustees are retired individuals and receive compensation from the Plan in accordance with above. These trustees are compensated based on each meeting they attend at a flat rate previously approved by the entire governing body. |
| Form 990, Part VI, Section C, line 19 | A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE U.S. DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE U.S. DEPARTMENT OF LABOR. |
| FORM 990, PART XIII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| WILL CTY LOCAL 174 CARPENTERS PENSION FD | ||||||||
| 1403 ESSINGTON ROAD SUITE 1011 | JOLIET | IL | 60435 | 362416552 | PENSION FUND | IL | 401(a) | 0 |
| CHICAGO REGIONAL COUNCIL OF CARPENTERS | ||||||||
| WILL COUNTY CARPENTERS LOCAL 174 | ||||||||
| 1407 ESSIGNTON ROAD | JOLIET | IL | 60435 | 366112811 | LABOR UNION | IL | 501(c)(5) | 0 |
| CONTRACTORS ASSOCIATION OF WILL AND GRUNDY COUNTIES | ||||||||
| 233 N SPRINGFIELD AVE | JOLIET | IL | 60435 | 362465281 | CONTRACTORS ASSOCIATION | IL | 501(c)(6) | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII (14 entries)
| JARMAN CONSTRUCTION SVCS LTD |
| SAFWAY SERVICES LLC |
| SUNDERMEYER LTD |
| AUSTIN TYLER CONSTRUCTION LLC |
| BUILDERS CONCRETE SERVICES LLC |
| FCL BUILDERS LLC |
| FISHER INTERIORS LTD |
| HAWK CONTRACTING GROUP LLC |
| IHC CONSTRUCTION COMPANIES LLC |
| MCT SERVICES LLC |
| POWER CONSTRUCTION CO LLC |
| SAFWAY ATLANTIC LLC |
| SCURTO CEMENT CONSTRUCTION LTD |
| SMART INTERIORS LLC |
Form990 Schedule R Part IV Form990ScheduleRPartIV (205 entries)
| ALCA INC |
| ALF INTERIORS INC |
| ATLANTIC PLANT SERVICES INC |
| BAUMGARTNER CONSTRUCTION INC |
| BERTI R & SONS |
| BURKS BROS DRYWALL INC |
| BURLA FRANK & SONS BUILDERS |
| C & T CONSTRUCTION INC |
| CASSIDY BROTHERS INC |
| CENTRAL CEILING SYSTEMS INC |
| CHAMPION DRYWALL INC |
| CIMARRON CONSTRUCTION INC |
| COOLING COMPONENTS INC |
| COSGROVE COSTRUCTION INC |
| DAY & ZIMMERMANN NPS |
| DENK & ROCHE BUILDERS INC |
| DIAZ INTERIOR CONTRACTORS INC |
| EAGLE CONCRETE INC |
| EDON CONSTRUCTION COMPANY INC |
| ENERFAB INC |
| BENNETT & BROSSEAU ROOFING INC |
| FERRO P T CONST CO INC |
| FOGARTY ED CONCRETE CONST INC |
| FORMAN INDUSTRIES INC |
| FRONTIER CONSTRUCTION INC |
| G&L CONSTRUCTION INC |
| HAMON-CUSTODIS INC |
| HEITKOTTER INC |
| HELAYS INC |
| HENDERSON JOSEPH J & SONS INC |
| HERITAGE CARPENTRY INC |
| HOMES BY HEINTZ INC |
| IDEAL BUILDERS INC |
| INSTALLATION SPECIALISTS INC |
| JB CONCRETE CONTRACTOR INC |
| JOHNSON FLOOR COMPANY INC |
| JUST RITE ACOUSTIC INC |
| JW FLOORING INC |
| KELLY ME CONSTRUCTION CO |
| KIEFER SPECIALTY FLOORING INC |
| KLECKNER INTERIOR SYSTEMS INC |
| KUYPERS BROTHERS INC |
| LJDODD CONSTRUCTION INC |
| LAKEVIEW CARPET SERVICE INC |
| LANGELAND W C & CO INC |
| LITE CONSTRUCTION INC |
| LVI DEMOLITION SERVICES INC |
| MARCHIO TILE & CARPET INC |
| MEADE ELECTRIC CO INC |
| MICHUDA CONSTRUCTION INC |
| MIDLAND GENERAL CONTR INC |
| MJTJ CONTRACTORS & BLDRS INC |
| MSM SOLUTIONS INC |
| NA FAVIA BUILDER INC |
| OAKWOOD CONTRACTORS INC |
| OPC CONSTRUCTION INC |
| PARKWAY FORMING INC |
| PEAK CARPENTRY INC |
| PIONEER MECHANICAL INC |
| RG CONSTRUCTION SERVICES INC |
| RACK-IT INSTALLATIONS INC |
| RANDOLPH WILLIAM A INC |
| RESIDENTIAL EXTERIORS INC |
| RIBER CONSTRUCTION INC |
| ROCK IT INTERIORS INC |
| RAUANE CONSTRUCTION INC |
| RYAN COMPANIES US INC |
| SEAL TIGHT EXTERIORS INC |
| SELLERGREN RM & ASSOC INC |
| SLUSARSKI DOUG CONSTRUCTION |
| SOLID PLATFORMS INC |
| SPECIALTY SYSTEMS INC |
| STEPHEN ROOFING COMPANY INC |
| SZAREK LENNY INC |
| TBS CONCRETE INC |
| TIDAL CONSTRUCTION SERVICES INC |
| TILE SPECIALIST INC |
| TIMBERS WW INC |
| TRICOR CONSTRUCTION INC |
| TRIPAR DRYWALLINC |
| VORTEX ENTERPRISES INC DNU |
| VP INTERIOR SERVICES INC |
| WILLIAMS BROTHERS CONST INC |
| WOODLAND CONSTRUCTION INC |
| ADVANTAGE INDUSTRIAL SYSTEMS |
| AIRTITE CONTRACTORSINC |
| ALBIN CARLSON & CO |
| AMERICAN MECHANICAL SERVICES |
| ANI-GALE |
| ANNING-JOHNSON CO |
| ARCHITECTURAL FIXTURESINC |
| ATLANTIC PLANT MAINTENANCE |
| B&B CONCRETE INN |
| B&B CONTRACTING SERVICE CO |
| BAILIWICK |
| BEAR CONSTRUCTION |
| BERGLUND CONSTRUCTION COMPANY |
| BRAND SCAFFOLD RENTAL & ERECT |
| BRIESER CONSTRUCTION COMPANY |
| BRYER CONSTRUCTION |
| CALIBER CONSTRUCTION COMPANY |
| CAMOSY CONSTRUCTION |
| CARP FD ADMIN OF N CALIFORNIA |
| CARP COUN OF KANSAS CTY WEL FD |
| CARR CONCRETE CONSTUCTION INC |
| CARRUTHERS CONSTRUCT & SAFETY |
| CASEWORK CREATIONS |
| CCL CORPORATION |
| CHICAGO HTS CONSTRUCTION CO |
| CONCRETE BY WAGNER |
| CONTRACT OFFICE INSTALL DBA |
| CONVEYOR SPECIALTIES |
| CROWN CORR INC |
| D & H ENERGY MANAGEMENT COMPANY |
| D & L ALEXANDER |
| D & M CONSTRUCTION SERVICES |
| D CONSTRUCTION INC |
| DEGRAF CONCRETE CONST INC |
| DIAMOND UNLIMITED INC |
| DOORHARDWARE INSTALL OF IN |
| DORA BUILDERS |
| DRYDEN CONSTRUCTION |
| DUNNET BAY CONSTRUCTION CO |
| DUPREE CONSTRUCTION COMPANY |
| DYNAMIC SPORTS CONSTRUCTION |
| ESQUIVEL CONSTRUCTION |
| FLOORING RESOURCES |
| GM SLOAN MOSAIC & TILE |
| GASKILL & WALTON CONSTN |
| GOEDECKE INDUSTRIAL SCAFFOLD |
| GRANGER CONTRACTING |
| H & H BUILDERS |
| HASSE CONSTRUCTION COMPANY |
| HAYES MECHANICAL |
| HENRY BROS COMPANY |
| HERLIHY MID-CONTINENT COMPANY |
| HIGHLAKE CONSTRUCTION CORP |
| HUSSMANN CORPORATION |
| INSTALLATION SERVICES OF IL |
| INTERIOR INSTALLATION SERVICE |
| INTERNATIONAL DECORATIORS INC |
| INTERNATIONAL SCAFFOLD ERECTOR |
| INTERNATIONAL SPORTS SURFACES |
| IROQUOIS PAVING CORPORATION |
| KB INSTALLERS |
| KEVIN NUGENT CONSTRUCTION INC |
| KINGSTON TILE CO |
| KOLE CONSTRUCTION CO INC |
| LJ MORSE CONSTRUCTION |
| LABOR RECORD |
| LAKES & RIVERS CONTRACTING |
| LAKEWOOD CARPENTRY SERVICES |
| LANKFORD CONSTRUCTION |
| LARSON-DANIELSON CONSTRUCTION |
| LEVY COMPANY |
| LIBERTYVILLE TILE & CARPET |
| LINDBLAD CONST CO OF JO |
| LORIG CONSTRUCTION COMPANY |
| LOUNG'S CORPORATION |
| M & E CONSTRUCTION |
| MA MORTENSON CO |
| MARTIN CEMENT COMPANY |
| MAZUR CONSTRUCTION CO |
| MICHIGAN CARP HEALTH CARE FD |
| MOLTER CORPORATION |
| MORFIN CONSTRUCTION GEN CARP |
| OHIO CARPENTERS HEALTH FUND |
| OK & AR CARP LOCAL 1421 HW |
| OSMAN CONSTRUCTION CORP |
| PASCH & SONS CONSTRUCTION CO |
| PEPPER CONSTRUCTION COMPANY |
| PERFORMANCE CONTRACTING INC |
| PLAINOOKA SIDING COMPANY |
| PROCACCIO PAINTING & DRYWALL |
| PLAINFIELD CONSTRUCTION CO |
| PULLARA INC |
| RB CONSTRUCTION INC |
| RAYNOR DOORS OF WILL COUNTY |
| REED ILLINOIS CORPORATION |
| RESIDENTIAL EXTERIORS |
| RHODES PRECISION CORPORATION |
| RODGERS CONSTRUCTION CORP |
| ROUTE 66 CONSTRUCTION COMPANY |
| SANDOVAL CONSTRUCTION |
| SERVICE DECORATING COMPANY |
| SIMENS GENERATION SERVICES |
| STEPPO SUPPLY & CONSTRUCTION |
| STONE & WEBSTER CONSTRUCTION |
| STRAIGHT & LEVEL CARPENTRY |
| TERRELL MATERIALS CORP |
| THREE IN ONE CONSTRUCTION INC |
| TONN & BLANK |
| TRICOR CARPENTRY |
| TRIDENT CUSTOM BUILDERS |
| TURNER INDUSTRIAL MAINTENANCE |
| UNION TEMPORARY SERVICES INC |
| UNISTRUT CORP DBA UNISTRUT IL |
| UNITED INSULATED STRUCTURES |
| URBAN TILE & CARPET CORP |
| VORTEX COMMERCIAL FLOORING |
| WALLFORMS |
| WALSH CONSTRUCTION COMPANY |
| WEST SUBURBAN INSTALLATIONS |
| WOODBRIDGE CONSTRUCTION & CARP |
| WOODS CONSTRUCTION INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |