Civic Intelligence

Operative Plasters & Cement Masons International Association Local 262 Welf

990 • Fiscal year 2017 • EIN 11-2478917

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 12, 2018

Organization ProfileN/A

View Organization Page

100 Merrick RoadRockville Centre, NY 11570

(718) 357-3750

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$176,658

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

40th percentile

5.5%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

19%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$9,631,569

Up $498,350 (+5.5%) from 2016

Net Assets

Up

$9,621,239

Up $505,151 (+5.5%) from 2016

Liabilities

Down

$10,330

Down $6,801 (-40%) from 2016

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin74th percentile

Revenue

Up

$5,368,518

Up $838,664 (+19%) from 2016

Expenses

Up

$4,575,405

Up $207,750 (+4.8%) from 2016

Net Income

Up

$793,113

Up $630,914 (+389%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $7,226,422Liabilities 2010: $59,354Net Assets 2010: $7,167,0682010Assets 2011: $7,054,015Liabilities 2011: $64,764Net Assets 2011: $6,989,2512011Assets 2012: $8,342,146Liabilities 2012: $63,533Net Assets 2012: $8,278,6132012Assets 2013: $8,591,397Liabilities 2013: $76,209Net Assets 2013: $8,515,1882013Assets 2014: $9,022,769Liabilities 2014: $112,329Net Assets 2014: $8,910,4402014Assets 2015: $8,702,109Liabilities 2015: $44,510Net Assets 2015: $8,657,5992015Assets 2016: $9,133,219Liabilities 2016: $17,131Net Assets 2016: $9,116,0882016Assets 2017: $9,631,569Liabilities 2017: $10,330Net Assets 2017: $9,621,2392017

Highlighted filing

2017

Assets$9,631,569
Liabilities$10,330
Net Assets$9,621,239
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $3,529,9292010Expenses 2011: $2,860,3182011Expenses 2012: $3,281,4582012Revenue 2013: $4,253,342Expenses 2013: $4,077,779Net Income 2013: $175,5632013Revenue 2014: $4,769,093Expenses 2014: $4,225,800Net Income 2014: $543,2932014Revenue 2015: $4,011,975Expenses 2015: $3,893,117Net Income 2015: $118,8582015Revenue 2016: $4,529,854Expenses 2016: $4,367,655Net Income 2016: $162,1992016Revenue 2017: $5,368,518Expenses 2017: $4,575,405Net Income 2017: $793,1132017

Highlighted filing

2017

Revenue$5,368,518
Expenses$4,575,405
Net Income$793,113
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 12, 2018
Return Version
2016v3.0
Gross Receipts
$28,197,662
Mission and Program Overview

Mission

The purpose of the Plan is to provide benefits to participants and their dependents pursuant to the Welfare Plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,116,088$9,621,239▲ $505,151
Investments in Publicly Traded Securities$7,995,792$4,305,947▼ $3,689,845
Savings and Temporary Cash Investments$658,806$4,251,830▲ $3,593,024
Accounts Receivable$413,954$585,300▲ $171,346
Investments Other Securities-$400,000-
Cash and Non-Interest-Bearing Accounts$32,028$79,053▲ $47,025
Land, Buildings, and Equipment, Net$9,791$6,779▼ $3,012
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$9,133,219$9,631,569▲ $498,350
Other Assets Total$22,848$2,660▼ $20,188
Liabilities
Accounts Payable and Accrued Expenses$17,131$10,255▼ $6,876
Other Liabilities-$75-
Total Liabilities$17,131$10,330▼ $6,801
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,116,088$9,621,239▲ $505,151
Total Liabilities and Net Assets / Fund Balance$9,133,219$9,631,569▲ $498,350

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,779$145,144$151,923
Other Land Buildings-$16,927$16,927
Leasehold Improvements-$8,502$8,502
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joann KarakatsanisPlan AdministratorFT$84,840$27,278$112,118
Carmen BarrassoFormer AdminFT$14,981-$14,981

Board Members and Trustees

NameTitle
Ken DelanyAlt Trustee
Michael PattiEmplyr Trustee
Salvatore DilorenzoEmplyr Trustee
Anthony KerstensFormer Trustee
Michael HublerFormer Trustee
Vincent ColettiFormer Trustee
Dale AlleyneUnion Trustee
Kern AlexisUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,308,253
Investment Income
$895,750
Other Revenue
$164,515
Change in Net Assets
$793,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,175,974
Revenue Not Reported on Financial Statements
$192,544
Revenue Not Reported on Form 990
$-287,962
Other Revenue Adjustments
$152,914
Total Revenue per Audited Statements
$4,888,012
Total Revenue per Form 990
$5,368,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$286,959
Salaries, Compensation, and Employee Benefits$150,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,137,748
Pension Plan Contributions---$65,807
Other Salaries and Wages---$57,919
Fees for Services Legal---$51,965
Fees for Service Investment Mgmnt Fees---$39,630
Fees for Services Accounting---$30,511
Fees for Services Other---$28,900
Current Officers, Directors, Trustees, and Key Employees---$14,981
Payroll Taxes---$11,991
Office Expenses---$11,808
Occupancy---$11,574
Information Technology---$11,356
Insurance---$7,103
Depreciation Depletion---$3,012
Travel---$2,284
Other Expenses---$1,122
Total Functional Expenses$0$0$0$4,575,405

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,575,405
Expenses per Audited Statements$4,382,861
Total Expenses per Audited Statements$4,382,861
Expenses Not Reported on Financial Statements$192,544
Other Expense Adjustments$152,914
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates - Net$75
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Employer contributions are made to the fund on behalf of participating members.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The plan was under trusteeship which was terminated april 25, 2017. Nomination meetings are held with the purpose of nominating elective officers and then elections are held where members vote to elect governing body. The election process is in accordance with the op&cmia constitution and us department of labor rules and regulations concerning local union officer elections.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The fund had a termination of trusteeship on march 25, 2017 and is under the control of the board of trustees. The board of trustees continue to develop and implement adequate procedures to ensure that the fund will be able to represent the members and perform the duties of a bargaining representative.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 was sent to the board for review. Upon approval, a waiver is signed authorizing the electronic submission of the form.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board of trustees are putting into place adequate, financial safeguards to ensure that the fund has adequate resources to fund the benefits of members and employees.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Increases in compensation are approved by the board of trustees and compared to industry standards.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request governing documents, policies and financial statements are made available to the public.”

Filing and Contact Details

Filer

Filer Name
Operative Plasters & Cement Masons
EIN
11-2478917
Phone
7183573750
Address
100 MERRICK ROAD, ROCKVILLE CENTRE, NY 11570

Signing Officer

Name
Dale Alleyne
Title
Union Trustee
Signed
2018-02-12
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
3
Employees
3

Preparer

Firm
Wagner & Zwerman LLP
Address
201 Old Country Road Ste 202, Melville, NY 11747-2731
Preparer
Andrew M Zwerman CPA
Phone
6317771000
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Plan administrator has analyzed the tax positions taken by the Plan and has concluded that as of September 30, 2017 and 2016, there are 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. The Plan administrator believes that the Plans returns for the years prior to the year ended September 30, 2014 are no longer open to examination, based on the statutory period for years subject to audit.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Reimbursed shared expenses $152914”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Reimbursed shared expenses $152914”

Raw XML AppendixShowing 400 of 531 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017131
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010255
IRS990/AccountsReceivableGrp/BOYAmt0413954
IRS990/AccountsReceivableGrp/EOYAmt0585300
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The purpose of the Plan is to provide benefits to participants and their dependents pursuant to the Welfare Plan.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt04137748
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07185475440
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 MERRICK ROAD SUITE 500 WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCKVILLE CENTRE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011570
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt032028
IRS990/CashNonInterestBearingGrp/EOYAmt079053
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt014981
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt04137748
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0895750
IRS990/CYOtherExpensesAmt0286959
IRS990/CYOtherRevenueAmt0164515
IRS990/CYProgramServiceRevenueAmt04308253
IRS990/CYRevenuesLessExpensesAmt0793113
IRS990/CYSalariesCompEmpBnftPaidAmt0150698
IRS990/CYTotalExpensesAmt04575405
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05368518
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt03012
IRS990/Desc0The purpose of the Plan is to provide medical & vacation benefits to eligible participants and their dependents.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt030511
IRS990/FeesForServicesLegalGrp/TotalAmt051965
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt028900
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt039630
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt839.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt366912
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt567001
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt666651
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt927278
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL HUBLER
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL PATTI
IRS990/Form990PartVIISectionAGrp/PersonNm2VINCENT COLETTI
IRS990/Form990PartVIISectionAGrp/PersonNm3DALE ALLEYNE
IRS990/Form990PartVIISectionAGrp/PersonNm4SALVATORE DILORENZO
IRS990/Form990PartVIISectionAGrp/PersonNm5KERN ALEXIS
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTHONY KERSTENS
IRS990/Form990PartVIISectionAGrp/PersonNm7KEN DELANY
IRS990/Form990PartVIISectionAGrp/PersonNm8CARMEN BARRASSO
IRS990/Form990PartVIISectionAGrp/PersonNm9JOANN KARAKATSANIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt814981
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt984840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3109138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5109657
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6106009
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7ALT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8FORMER ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt9PLAN ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0758695
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt023587839
IRS990/GrossReceiptsAmt028197662
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt011356
IRS990/InsuranceGrp/TotalAmt07103
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0137055
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0137055
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0400000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07995792
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04305947
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0170573
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09791
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06779
IRS990/LandBldgEquipCostOrOtherBssAmt0177352
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt022829144
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The purpose of the Plan is to provide benefits to participants and their dependents pursuant to the Welfare Plan.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09116088
IRS990/NetAssetsOrFundBalancesEOYAmt09621239
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0758695
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0758695
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-287962
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt011574
IRS990/OfficeExpensesGrp/TotalAmt011808
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt022848
IRS990/OtherAssetsTotalGrp/EOYAmt02660
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED ADMIN EXPENSES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt084487
IRS990/OtherExpensesGrp/TotalAmt11834
IRS990/OtherExpensesGrp/TotalAmt21373
IRS990/OtherExpensesGrp/TotalAmt31122
IRS990/OtherLiabilitiesGrp/EOYAmt075
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/BusinessCd1900001
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSED SHARED EXPENSE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011601
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1152914
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011601
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1152914
IRS990/OtherRevenueTotalAmt0164515
IRS990/OtherSalariesAndWagesGrp/TotalAmt057919
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt011991
IRS990/PensionPlanContributionsGrp/TotalAmt065807
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1VACATION CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03041935
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11266318
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03041935
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11266318
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03959521
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt095073
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0191470
IRS990/PYOtherRevenueAmt0166300
IRS990/PYProgramServiceRevenueAmt04268481
IRS990/PYRevenuesLessExpensesAmt0162199
IRS990/PYSalariesCompEmpBnftPaidAmt0216664
IRS990/PYTotalExpensesAmt04367655
IRS990/PYTotalRevenueAmt04529854
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0793113
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09116088
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09621239
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0658806
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04251830
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt06779
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0145144
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0151923
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0192544
IRS990ScheduleD/ExpensesSubtotalAmt04382861
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt039630
IRS990ScheduleD/InvestmentExpensesNotIncldAmt039630
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08502
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt08502
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-287962
IRS990ScheduleD/OtherExpensesNotIncludedAmt0152914
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016927
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016927
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt075
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES - NET
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0152914
IRS990ScheduleD/RevenueNotReportedAmt0-287962
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0192544
IRS990ScheduleD/RevenueSubtotalAmt05175974
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan administrator has analyzed the tax positions taken by the Plan and has concluded that as of September 30, 2017 and 2016, there are 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. The Plan administrator believes that the Plans returns for the years prior to the year ended September 30, 2014 are no longer open to examination, based on the statutory period for years subject to audit.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED SHARED EXPENSES $152914
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED SHARED EXPENSES $152914
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06779
IRS990ScheduleD/TotalExpensesPerForm990Amt04575405
IRS990ScheduleD/TotalLiabilityAmt075
IRS990ScheduleD/TotalRevenuePerForm990Amt05368518
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04888012
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04382861
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0106009
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1109138
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2109657
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt043292
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt143720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt243819
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt123192
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt223182
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANTHONY KERSTENS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DALE ALLEYNE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KERN ALEXIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0172660
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1176050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2176658
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYER CONTRIBUTIONS ARE MADE TO THE FUND ON BEHALF OF PARTICIPATING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN WAS UNDER TRUSTEESHIP WHICH WAS TERMINATED APRIL 25, 2017. NOMINATION MEETINGS ARE HELD WITH THE PURPOSE OF NOMINATING ELECTIVE OFFICERS AND THEN ELECTIONS ARE HELD WHERE MEMBERS VOTE TO ELECT GOVERNING BODY. THE ELECTION PROCESS IS IN ACCORDANCE WITH THE OP&CMIA CONSTITUTION AND US DEPARTMENT OF LABOR RULES AND REGULATIONS CONCERNING LOCAL UNION OFFICER ELECTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND HAD A TERMINATION OF TRUSTEESHIP ON MARCH 25, 2017 AND IS UNDER THE CONTROL OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES CONTINUE TO DEVELOP AND IMPLEMENT ADEQUATE PROCEDURES TO ENSURE THAT THE FUND WILL BE ABLE TO REPRESENT THE MEMBERS AND PERFORM THE DUTIES OF A BARGAINING REPRESENTATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 WAS SENT TO THE BOARD FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ARE PUTTING INTO PLACE ADEQUATE, FINANCIAL SAFEGUARDS TO ENSURE THAT THE FUND HAS ADEQUATE RESOURCES TO FUND THE BENEFITS OF MEMBERS AND EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES AND COMPARED TO INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SEE ATTACHED SCHEDULE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONTRIBUTING EMPLOYERS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0100 MERRICK ROAD SUITE 500 WEST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ROCKVILLE CENTRE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd011570
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,631,569
Liabilities
$10,330
Net assets
$9,621,239
Revenue
$5,368,518
Expenses
$4,575,405
Net income
$793,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$9.63$0.01$9.62$5.37$4.58$0.79
2016Detailed filing. Detailed filing data is available for this year.$9.13$0.02$9.12$4.53$4.37$0.16
2015Detailed filing. Detailed filing data is available for this year.$8.70$0.04$8.66$4.01$3.89$0.12
2014Detailed filing. Detailed filing data is available for this year.$9.02$0.11$8.91$4.77$4.23$0.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$0.08$8.52$4.25$4.08$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.34$0.06$8.28$3.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.06$6.99$2.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$0.06$7.17$3.53