IBEW-363 LABOR WELFARE FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- IBEW-363 LABOR WELFARE FUND (EIN 13-6132502)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201203179349302070
- Schema version
- 2011v1.2
- 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 | 2012-11-12T14:48:41-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222951202 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSPC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 NORTH AVENUE EAST | AddressLine1 |
| City | CRANFORD | City |
| State | NJ | State |
| ZIP Code | 070162496 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136132502 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBEW - 363 WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IBEW | NameControl |
| Phone | 8457833500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 COMMERCE DRIVE SOUTH | AddressLine1 |
| City | HARRIMAN | City |
| State | NY | State |
| ZIP Code | 10926 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN MARAIA | Name |
| Title | PLAN ADMINISTRATOR | Title |
| Phone | 8457833500 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JON S GAGLIARDI | Name |
| PTIN | P00528721 | PTIN |
| Phone | 9082727000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN MARAIA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 COMMERCE DRIVE SOUTH | AddressLine1 |
| City | HARRIMAN | City |
| State | NY | State |
| ZIP Code | 10926 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35615952 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.IBEWLU363.COM | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | 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 | 11682352 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11525414 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1007901 | InvestmentIncomePriorYear |
| Investment Income Current Year | 961016 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 459990 | OtherRevenuePriorYear |
| Other Revenue Current Year | 552567 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13150243 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13038997 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 13937556 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 14057994 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 583142 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 634808 | 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 | 651384 | OtherExpensePriorYear |
| Other Expenses Current Year | 818568 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15172082 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15511370 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2021839 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2472373 | RevenuesLessExpensesCY |
| Total Assets BOY | 18002244 | TotalAssetsBOY |
| Total Assets EOY | 14417505 | TotalAssetsEOY |
| Total Liabilities BOY | 3641726 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3428743 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14360518 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10988762 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDE ACCIDENT,HOSPITAL,MEDICAL,SURGICAL,DISABILITY,OPTICAL VACATION BENEFITS FOR ELIGIBLE PARTICIPANTS & DEPENDENTS | Description |
| 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 | IBEW #363 WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8457833500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 COMMERCE DRIVE SOUTH | AddressLine1 |
| City | HARRIMAN | City |
| State | NY | State |
| ZIP Code | 10926 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| WILLIAM ROTHENBUSCH | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN A MARAIA | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL FERRUCCI | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS SCHAAFF JR | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVE NEUGEBAUER | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH DELEONARDIS | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PHILIP HUGGINS | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES JOHANNEMANN | ||||||
| EMPLOYEE TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD PARKER | ||||||
| EMPLOYEE TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY SEIDEL | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALLAN THOMSPON JR | ||||||
| EMPLOYEE TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SAMUEL FRATTO III | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 139145 | 10220 | |
| JOHN MARAIA | ||||||
| FUND ADMINISTRATOR | 1.00 | 0 | 156350 | 3768 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 295495 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13988 | 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 |
|---|---|---|---|---|---|
| AETNA | |||||
| 151 FARMINGTON AVENUE | HARTFORD | CT | 06156 | CLAIMS PROCESSING | 315745 |
| MALONEY ASSOCIATES | |||||
| 12 SOUTH ST SUITE 3 | HANOVER | NH | 03755 | CLAIMS PROCESSING | 133874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACTOR CONTRIBUTIO | 900099 | 11133227 | 11133227 |
| RETIREE DRUG SUBSIDY | 900099 | 329232 | 329232 |
| COBRA PREMIUMS | 900099 | 62955 | 62955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11525414 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 178895 | TotalRevenueColumn |
| Exclusion | $178,895 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23359076 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22576955 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 782121 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 782121 | TotalRevenueColumn |
| Exclusion | $782,121 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| REIMBURSED BY AFFILIAT | 900099 | 550892 | 550892 |
| MISCELLANEOUS INCOME | 900099 | 1675 | 1675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 552567 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13038997 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12077981 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $961,016 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14057994 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418554 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169983 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46271 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63475 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42317 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41993 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48579 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15279 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12610 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3852 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9280 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CLAIMS PROCESSING SERVI | 449619 |
| CONSULTING FEES | 77400 |
| ACTUARIAL FEES | 39996 |
| REPAIRS AND MAINTENANCE | 13898 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15511370 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4531204 | BOY |
| EOY | 4618147 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1992936 | BOY |
| EOY | 2463957 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 99850 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 80755 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22179 | BOY |
| EOY | 19095 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11120843 | BOY |
| EOY | 7104430 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335082 | BOY |
| EOY | 210079 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1797 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18002244 | BOY |
| EOY | 14417505 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30185 | BOY |
| EOY | 31388 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3611541 | BOY |
| EOY | 3397355 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3641726 | BOY |
| EOY | 3428743 | 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 | 14360518 | BOY |
| EOY | 10988762 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14360518 | BOY |
| EOY | 10988762 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18002244 | BOY |
| EOY | 14417505 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2472373 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -899383 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 99850 | OtherCostOrOtherBasis |
| Depreciation | 80755 | Depreciation |
| Book Value | 19095 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19095 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MEMBERS' VACATION PAYABLE | $3,215,435 |
| CONTRACTORS' CUSTODIAL SECURITY DEPOSITS | $168,022 |
| DUE TO GENERAL FUND | $13,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3397355 | TotalOfAmounts |
| Total Revenue | 13038997 | TotalRevenue |
| Total Expenses | 15511370 | TotalExpenses |
| Excess Or Deficit For Year | -2472373 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -899383 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -899383 | TotalAdjustments |
| Excess Or Deficit Per FS | -3371756 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11546729 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -899383 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -899383 | RevenueNotRptdF990 |
| Revenue Subtotal | 12446112 | RevenueSubtotal |
| Investment Expenses Not Included | 41993 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 550892 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 592885 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13038997 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14918485 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -550892 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -550892 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15469377 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 41993 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 41993 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15511370 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REIMBURSED BY AFFILIATED FUNDS 550,892. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | REIMBURSED BY AFFILIATED FUNDS -550,892. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 | JOHN MARAIA | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 156350 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 156350 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW PURPOSES PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -899,383. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XIII, LINE 2C | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| IBEW #363 SUB FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 020546331 | PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS | NY | SECTION 501(C)(9) | 0 |
| IBEW #LMCC FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 133800212 | TO PROVIDE EDUCATIONAL AND PROMOTIONAL SERVICES | NY | SECTION 501(C)(5) | 0 |
| L 363 JAT RE CORP | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 133765269 | ACTS AS A CORP THAT OPERATES BY RENTING OFFICE SPACE TO OTHER 363 FUNDS | NY | SECTION 501(C)(2) | 0 |
| IBEW #363 APPRENTICESHIP FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 136132505 | TO PROVIDE TRAINING FOR APPRENTICES AND MEMBERS | NY | SECTION 501(C)(3) | 0 |
| IBEW #363 SCHOLARSHIP FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 204423030 | TO PROVIDE SHCOLARSHIPS TO ELIGIBLE STUDENTS | NY | SECTION 501(C)(3) | 0 |
| IBEW #363 | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 131739738 | TO PROVIDE ORGANIZING,NEGOTIATIONS & ARBITRATIONS FOR MEMBERS | NY | SECTION 501(C)(5) | 0 |
| IBEW #363 PENSION FUND | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 516041178 | TO PROVIDE PENSION BENEFITS FOR ELIBIBLE PARTICIPANTS | NY | SECTION 401(A) | 0 |
| IBEW #363 SUPPLY HOUSE PENSION | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 132972311 | TO PROVIDE PENSION BENEFITS FOR ELIBIBLE SUPPLY HOUSE PARTICIPANTS | NY | SECTION 401(A) | 0 |
| IBEW #363 MONEY PURCHASE PENSION | ||||||||
| 67 COMMERCE DRIVE SOUTH | HARRIMAN | NY | 10926 | 136530041 | TO PROVIDE ANNUITY BENEFITS FOR ELIGIBLE PARTICIPANTS | NY | SECTION 401(A) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int 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 |
| 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| IBEW #363 JAT RE CORP | ||
| J | 15279 | USAGE OF BUILDING |
| IBEW #363 MONEY PURCHASE PENSION FUND | ||
| P | 80078 | TIME ANALYSIS |
| IBEW #363 GENERAL FUND | ||
| P | 183713 | TIME ANALYSIS |
| IBEW #363 APPRENTICE FUND | ||
| P | 101183 | TIME ANALYSIS |
| IBEW #363 LMCC FUND | ||
| P | 8927 | TIME ANALYSIS |
| IBEW #363 PENSION FUND | ||
| P | 112618 | TIME ANALYSIS |
| IBEW #363 SUB FUND | ||
| P | 58935 | TIME ANALYSIS |
| IBEW #363 GENERAL FUND | ||
| O | 34000 | TIME ANALYSIS/USAGE OF EXPENSES |