CHICAGO AREA JOINT WELFARE COMM ASSN FOR PNTNG CL & CLKNG LOC 52: Form 990, tax year 2013
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- Organization
- CHICAGO AREA JOINT WELFARE COMM ASSN FOR PNTNG CL & CLKNG LOC 52 (EIN 36-2344463)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2014-12-11
- IRS object ID
- 201443459349300809
- Schema version
- 2013v3.0
- 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 | 2014-12-11T08:34:20-06:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363332152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYGAN HAYES LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20635 Abbey Woods Ct North 104 | AddressLine1 |
| City | Frankfort | City |
| State | IL | State |
| ZIP Code | 60423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362344463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO AREA JT WELFARE COMM FOR THE | BusinessNameLine1 |
| Business Name Line2 | POINTING CLEANING & CAULKING | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 6305168008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 INDUSTRIAL DR No 101 | AddressLine1 |
| City | ELMHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY ROCCO | PersonNm |
| Person Title | FUND ADMINISTRATOR | PersonTitleTxt |
| Phone | 6305168008 | PhoneNum |
| Signature | 2014-11-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S HAYES | PreparerPersonNm |
| PTIN | P00545080 | PTIN |
| Phone | 8155345713 | PhoneNum |
| Preparation | 2014-11-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF BLOOM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 INDUSTRIAL DR No 101 | AddressLine1 |
| City | ELMHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,069,271 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,993,262 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,396,530 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,621,584 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,439,832 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,614,846 | PYTotalRevenueAmt |
| CY Total Revenue | $15,836,362 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $8,730,724 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $9,764,707 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $307,654 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $311,950 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $572,634 | PYOtherExpensesAmt |
| CY Other Expenses | $633,652 | CYOtherExpensesAmt |
| PY Total Expenses | $9,611,012 | PYTotalExpensesAmt |
| CY Total Expenses | $10,710,309 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,003,834 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,126,053 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,566,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,494,677 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,230,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,875,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,336,272 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,619,515 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE MEDICAL BENEFITS FOR MEMBERS OF THE LOCAL TUCKPOINTERS UNION | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | BENEFIT CLAIMS FOR MEDICAL, DENTAL, DISABILITY, LIFE, AD&D, SURVIVOR INCOME BENEFITS AND PRESCRIPTION DRUG MEMBER BENEFITS | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 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 | 368 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY ROCCO ADMINISTRATIVE MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6305168008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 INDUSTRIAL DRIVE SUITE 101 | AddressLine1 |
| City | ELMHURST | City |
| State | IL | State |
| ZIP Code | 60126 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| THOMAS RIVKIN | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN GESHWENDER | |||||||
| TRUSTEE | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF BLOOM | |||||||
| TRUSTEE | 8.00 | 28.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SNEDDEN | |||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |
| ED TIEDT | |||||||
| TRUSTEE | 8.00 | 20.00 | Yes (X) | $0 | $0 | $0 | |
| JIM ALLEN | |||||||
| TRUSTEE | 2.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY ROCCO | |||||||
| ADMINISTRATIVE MANAGER | 15.00 | 25.00 | $122,223 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $122,223 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Blue Cross Blue Shield | |||||
| 300 East Randolph Street | Chicago | IL | 60601 | 3rd Party Administrator | $329,763 |
| Cygan Hayes Ltd | |||||
| 20635 ABBEY WOODS CT NORTH SUITE 10 | FRANKFORT | IL | 60423 | Auditor/Employer Compliance Audits | $116,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer & Participant | 525120 | $9,382,312 | $9,382,312 |
| Liquidated Damages & O | 525120 | $14,218 | $14,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,396,530 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $810,248 | TotalRevenueColumnAmt |
| Exclusion | $810,248 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,831,415 | SecuritiesAmt |
| Other | $3,031,078 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,209,139 | SecuritiesAmt |
| Other | $2,023,770 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,622,276 | SecuritiesAmt |
| Other | $1,007,308 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,629,584 | TotalRevenueColumnAmt |
| Exclusion | $5,629,584 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,836,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,396,530 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,439,832 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,764,707 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,893 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,227 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,830 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,981 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,090 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,571 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,023 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,354 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,811 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,171 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,087 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,387 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,177 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,710,309 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,509,257 | BOYAmt |
| EOY | $1,120,170 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,554 | BOYAmt |
| EOY | $733,830 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,960 | BOYAmt |
| EOY | $33,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $207,421 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $170,921 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,637 | BOYAmt |
| EOY | $36,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,382,573 | BOYAmt |
| EOY | $53,418,578 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,897,470 | BOYAmt |
| EOY | $3,151,524 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,566,751 | BOYAmt |
| EOY | $58,494,677 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,808 | BOYAmt |
| EOY | $591,363 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,588,671 | BOYAmt |
| EOY | $3,283,799 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,230,479 | BOYAmt |
| EOY | $3,875,162 | 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 | $50,336,272 | BOYAmt |
| EOY | $54,619,515 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,336,272 | BOYAmt |
| EOY | $54,619,515 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,566,751 | BOYAmt |
| EOY | $58,494,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,126,053 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$842,810 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $207,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $170,921 | DepreciationAmt |
| Book Value | $36,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,500 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLATERAL HELD FOR SECURITIES ON LOAN | Desc |
| Book Value | $3,151,524 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,151,524 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY TO RETURN COLLATERAL HELD ON LOAN | $3,151,524 |
| LIABILITY FOR LOSS ON SECURITIY LENDING | $132,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,283,799 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,767,981 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$842,810 | OtherRevenueAmt |
| Revenue Not Reported | -$842,810 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,610,791 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $225,571 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $225,571 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,836,362 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,484,738 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,484,738 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $225,571 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $225,571 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,710,309 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained by examination by the Internal Revenue Service or the U.S. Department of Labor. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of April 30, 2014, there are no uncertain tax 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. The plan administrator believes it is no longer subject to income tax examinations for the fiscal years prior to April 30, 2011. |
| Part XI, Line 2d - Other Adjustments: | NET UNREALIZED LOSSES ON INVESTMENTS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE BOARD OF TRUSTEES USE THE REVIEWED FINANCIAL STATEMENTS AND THEIR COLLECTIVE KNOWLEDGE OF INCOME TAX PREPARATION TO REVIEW THE FORM 990. THE BOARD ALSO INQUIRES OF THE ACCOUNTANT ABOUT ANY QUESTIONS THEY MAY HAVE ABOUT THE PREPARATION OF THE FORM 990. |
| Form 990, Part VI, Section B, line 15 | THE BOARD OF TRUSTEES DETERMINE THE AMOUNT OF ANNUAL COMPENSATION AND TERMS OF EMPLOYMENT |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES ALL REQUIRED DOCUMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION MAKES SPACE AVAILABLE FOR ANYONE TO VIEW THE DOCUMENTS AT THEIR OFFICE OR COPIES CAN BE REQUESTED TO BE MAILED. |
| FORM 990, PART XII, LINE 2C | AUDIT OVERSIGHT PROCESS THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT AND REVIEW OF THE ANNUAL FINANCIAL STATEMENTS AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TUCKPOINTERS LOCAL 52 PENSION PLAN | |||||||||
| 660 INDUSTRIAL DRIVE SUITE 101 | ELMHURST | IL | 60126 | 366122163 | PENSION BENEFITS | IL | 401(A) | N/A | 0 |
| TUCKPOINTERS LOCAL 52 ANNUITY TRUST | |||||||||
| 660 INDUSTRIAL DRIVE SUITE 101 | ELMHURST | IL | 60126 | 366940923 | RETIREMENT BENEFITS | IL | 401(A) | N/A | 0 |
| TUCKPOINTERS APPRENTICESHIP FUND | |||||||||
| 2140 W CORPORATE DRIVE | ADDISON | IL | 60101 | 363140508 | PROVIDE APPRENTICESHIP TRAINING TO TUCKPOINTING INDUSTRY | IL | 501(c)(5) | N/A | 0 |
| TUCKPOINTERS PROMOTIONAL TRUST | |||||||||
| 2140 W CORPORATE DRIVE | ADDISON | IL | 60101 | 366888131 | IMPROVE EMPLOYMENT OPPORTUNITIES AND EXPAND TUCKPOINTING INDUSTRY | IL | 501(c)(6) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (109 entries)
| Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| A PLUS TUCKPOINTING INC | |
| C | 0 |
| ACCURATE MASONRY & RESTORATION | |
| C | 0 |
| ACTION CAULKING & SEALANTS | |
| C | 0 |
| ADMINISTRATIVE DIST COUNCIL #1 | |
| C | 0 |
| ADVANCE CAST STONE | |
| C | 0 |
| ALEXANDER CONSTRUCTION GROUP | |
| C | 0 |
| ALGOZINE MASONRY RESTORATION INC | |
| C | 0 |
| ALL SEALANTS INC | |
| C | 0 |
| APRIL BUILDING SERVICES INC | |
| C | 0 |
| ARCHITECTURAL SEALANTS INC | |
| C | 0 |
| ARMOR SEALING LLC | |
| C | 0 |
| BADGER SERVICES INC | |
| C | 0 |
| BASIC BROTHERS | |
| C | 0 |
| BERGLUND CONSTRUCTION COMPANY | |
| C | 0 |
| BLINDERMAN CONSTRUCTION CO INC | |
| C | 0 |
| BLUE SKY LLC | |
| C | 0 |
| BOFO WATERPROOFING SYSTEMS | |
| C | 0 |
| BRUNO'S TUCKPOINTING INC | |
| C | 0 |
| BULLEY & ANDREWS MASONRY RESTORATION | |
| C | 0 |
| C & C SEALANTS INC | |
| C | 0 |
| CAULKING CO | |
| C | 0 |
| CENTRAL BLDG & PRESERVATION | |
| C | 0 |
| CK II CONTRACTING INC | |
| C | 0 |
| CRUZ BROTHERS TUCKPOINTING | |
| C | 0 |
| CUBS CONSTRUCTION | |
| C | 0 |
| DARDON'S ROOFING COMPANY | |
| C | 0 |
| DESIGN INSTALLATION SYSTEMS | |
| C | 0 |
| DOUGAL BUILDING MAINTENANCE | |
| C | 0 |
| ENCLOS CORP | |
| C | 0 |
| FIELDSTONE BLDG SERVICES INC | |
| C | 0 |
| FOX VALLEY - CHAPTER 27 - ILLINOIS | |
| C | 0 |
| FOX VALLEY - LASALLE CIF CHAPTER | |
| C | 0 |
| G & C CONSTRUCTION INC | |
| C | 0 |
| G & S GROUTING & CAULKING | |
| C | 0 |
| GG'S TUCKPOINTING INC | |
| C | 0 |
| GARFIELD BLDG MAINT CO | |
| C | 0 |
| GRICE BLDG MAINTENANCE INC | |
| C | 0 |
| GROVE MASONRY MAINT INC | |
| C | 0 |
| HESS | |
| C | 0 |
| HARD SURFACE FINISHERS INC | |
| C | 0 |
| HARRY S PETERSON | |
| C | 0 |
| HI-LO TUCKPOINTING | |
| C | 0 |
| ILLINOIS WINDOW & GLASS SERVICE | |
| C | 0 |
| INTERNATIONAL MASONRY INSTITUTE | |
| C | 0 |
| IWS INC | |
| C | 0 |
| J GILL & COMPANY | |
| C | 0 |
| JP LARSEN INC | |
| C | 0 |
| JSL PRESSURE WASHING INC | |
| C | 0 |
| JENSEN BLDG REPAIRS INC | |
| C | 0 |
| JIMMY'Z MASONRY CORP | |
| C | 0 |
| JLJ CONTRACTING INC | |
| C | 0 |
| JOHNCO CONSTRUCTION INC | |
| C | 0 |
| JW SEALANTS INC | |
| C | 0 |
| KAUFMAN-GALLAGHER WATERPROOF | |
| C | 0 |
| KENNA CONSTRUCTION CO | |
| C | 0 |
| KERCHER WL CO | |
| C | 0 |
| LOCAL #8 CHAMPAIGN BRICKLAYERS | |
| C | 0 |
| LOCAL 1 BRICKLAYERS MISSOURI | |
| C | 0 |
| LOCAL 1 MN & ND BRICKLAYERS | |
| C | 0 |
| LOCAL 21 BRICKLAYERS BENEFIT | |
| C | 0 |
| LOCAL 4 KYIND CHAPTER 6 | |
| C | 0 |
| LOCAL 4 WISCONSIN MASON'S | |
| C | 0 |
| LOCAL 52 APPRENTICESHIP | |
| C | 0 |
| LOCAL 52 PROMOTIONAL FUND | |
| C | 0 |
| LOCAL 6 CIF OF IL | |
| C | 0 |
| LOCAL 8 WISCONSIN MASON'S | |
| C | 0 |
| LS CONTRACTING GROUP | |
| C | 0 |
| LUPO BLDG | |
| C | 0 |
| MBB ENTERPRISES OF CHICAGO | |
| C | 0 |
| MAC RESTORATION CONTRACTING INC | |
| C | 0 |
| MARK I & RESTORATION INC | |
| C | 0 |
| MARTIN PRECAST SERVICES INC | |
| C | 0 |
| MASTERSHIP CONSTRUCTION CO INC | |
| C | 0 |
| MCGUIRE WJ COMPANY | |
| C | 0 |
| MCLEAN BLDG RESTORATION INC | |
| C | 0 |
| MDF SEALANTS INC | |
| C | 0 |
| MERTES CONTRACTING CORPORATION | |
| C | 0 |
| METAL ERECTOR INC | |
| C | 0 |
| MIDWEST PRESSURE WASHING & RES | |
| C | 0 |
| MIKE HARRIS MASON | |
| C | 0 |
| MOLTER CORPORATION | |
| C | 0 |
| NAMAT CONSTRUCTION CO INC | |
| C | 0 |
| NATIONAL RESTORATION SYSTEMS | |
| C | 0 |
| NAVY PIER INC | |
| C | 0 |
| NEUMANN FRED A MAINT | |
| C | 0 |
| NORTHWEST TUCKPOINTING | |
| C | 0 |
| OLD VETERAN CONSTRUCTION INC | |
| C | 0 |
| OLSEN TUCKPOINTING COMPANY | |
| C | 0 |
| OLYMPIC CAULKING CONTR | |
| C | 0 |
| PRESSURE WASHING SYSTEM BLDG | |
| C | 0 |
| PROSEALANTS INC | |
| C | 0 |
| QUALITY SEALANTS INC | |
| C | 0 |
| RAM CONSTRUCTION SERVICES | |
| C | 0 |
| RASCO MASON CONTRACTORS | |
| C | 0 |
| REFLECTION WINDOW COMPANY LLC | |
| C | 0 |
| RELIABLE BUILDING SYSTEMS INC | |
| C | 0 |
| RIGGIOBORON LTD | |
| C | 0 |
| RV BUILDERS CORP | |
| C | 0 |
| SAGER SEALANT CORPORATION | |
| C | 0 |
| SBK BUILDING RESTORATION LLC | |
| C | 0 |
| SEYLLER'S INC | |
| C | 0 |
| SOUTHWEST ILLINOIS BRICKLAYERS | |
| C | 0 |
| TAKAO NAGAI CONCRETE | |
| C | 0 |
| TNA SEALANTS INC | |
| C | 0 |
| TRIUMPH RESTORATION INC | |
| C | 0 |
| UNION CONTRACTING INC | |
| C | 0 |
| WARD CONTRACTING & BLDG REST | |
| C | 0 |
| WESTERN WATERPROOFING CO | |
| C | 0 |
| ZM MASONRYGROUP INC | |
| C | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |