Civic Intelligence

Laborers Local 235 Welfare Fund

990 • Fiscal year 2014 • EIN 13-1777458

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileN/A

View Organization Page

41 Knollwood RoadElmsford, NY 10523

(914) 592-3331

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$8,333,498

Up $2,280,166 (+38%) from 2013

Net Assets

Up

$7,543,749

Up $2,292,797 (+44%) from 2013

Liabilities

Down

$789,749

Down $12,631 (-1.6%) from 2013

Revenue And Expenses

Revenue

Up

$8,861,712

Up $1,258,368 (+17%) from 2013

Expenses

Up

$6,670,859

Up $806,792 (+14%) from 2013

Net Income

Up

$2,190,853

Up $451,576 (+26%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $6,107,653Liabilities 2010: $557,771Net Assets 2010: $5,549,8822010Assets 2011: $5,453,816Liabilities 2011: $451,341Net Assets 2011: $5,002,4752011Assets 2012: $4,202,573Liabilities 2012: $696,713Net Assets 2012: $3,505,8602012Assets 2013: $6,053,332Liabilities 2013: $802,380Net Assets 2013: $5,250,9522013Assets 2014: $8,333,498Liabilities 2014: $789,749Net Assets 2014: $7,543,7492014Assets 2015: $7,285,282Liabilities 2015: $588,667Net Assets 2015: $6,696,6152015Assets 2016: $7,044,785Liabilities 2016: $528,619Net Assets 2016: $6,516,1662016Assets 2017: $7,880,180Liabilities 2017: $1,185,312Net Assets 2017: $6,694,8682017Assets 2018: $7,052,799Liabilities 2018: $565,274Net Assets 2018: $6,487,5252018Assets 2019: $6,117,346Liabilities 2019: $567,712Net Assets 2019: $5,549,6342019Assets 2020: $4,748,559Liabilities 2020: $920,043Net Assets 2020: $3,828,5162020Assets 2021: $5,513,928Liabilities 2021: $1,107,375Net Assets 2021: $4,406,5532021Assets 2022: $7,369,270Liabilities 2022: $1,193,457Net Assets 2022: $6,175,8132022Assets 2023: $11,918,320Liabilities 2023: $850,625Net Assets 2023: $11,067,6952023Assets 2024: $14,788,786Liabilities 2024: $496,402Net Assets 2024: $14,292,3842024

Highlighted filing

2014

Assets$8,333,498
Liabilities$789,749
Net Assets$7,543,749
Open 2014 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,985,5132010Expenses 2011: $5,982,6012011Expenses 2012: $6,295,2752012Revenue 2013: $7,603,344Expenses 2013: $5,864,067Net Income 2013: $1,739,2772013Revenue 2014: $8,861,712Expenses 2014: $6,670,859Net Income 2014: $2,190,8532014Revenue 2015: $8,151,012Expenses 2015: $8,830,534Net Income 2015: -$679,5222015Revenue 2016: $7,843,827Expenses 2016: $7,969,139Net Income 2016: -$125,3122016Revenue 2017: $8,210,317Expenses 2017: $8,300,164Net Income 2017: -$89,8472017Revenue 2018: $9,690,186Expenses 2018: $9,529,655Net Income 2018: $160,5312018Revenue 2019: $9,149,473Expenses 2019: $10,379,849Net Income 2019: -$1,230,3762019Revenue 2020: $7,598,101Expenses 2020: $9,211,690Net Income 2020: -$1,613,5892020Revenue 2021: $8,948,322Expenses 2021: $8,351,566Net Income 2021: $596,7562021Revenue 2022: $9,149,303Expenses 2022: $7,050,642Net Income 2022: $2,098,6612022Revenue 2023: $10,765,673Expenses 2023: $6,059,528Net Income 2023: $4,706,1452023Revenue 2024: $10,323,344Expenses 2024: $7,541,455Net Income 2024: $2,781,8892024

Highlighted filing

2014

Revenue$8,861,712
Expenses$6,670,859
Net Income$2,190,853
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$18,917,172
Mission and Program Overview

Mission

Employer contributions from union contractors provide eligible members with welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,250,952$7,543,749▲ $2,292,797
Investments in Publicly Traded Securities$3,294,619$6,363,244▲ $3,068,625
Cash and Non-Interest-Bearing Accounts$779,634$686,331▼ $93,303
Accounts Receivable$515,108$562,104▲ $46,996
Savings and Temporary Cash Investments$1,212,548$450,613▼ $761,935
Other Notes and Loans Receivable, Net$196,177$189,694▼ $6,483
Land, Buildings, and Equipment, Net$210$7,765▲ $7,555
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,053,332$8,333,498▲ $2,280,166
Other Assets Total$55,036$73,747▲ $18,711
Liabilities
Other Liabilities$765,560$747,063▼ $18,497
Accounts Payable and Accrued Expenses$36,820$42,686▲ $5,866
Total Liabilities$802,380$789,749▼ $12,631
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,250,952$7,543,749▲ $2,292,797
Total Liabilities and Net Assets / Fund Balance$6,053,332$8,333,498▲ $2,280,166

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,765$82,085$89,850
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Dario BoccarossaUnion Trustee$160,469$27,461$187,930
Mark SimpsonUnion Trustee-$126,138$126,138

Board Members and Trustees

NameTitle
Joseph MartinoEmployerTrustee
Mark FanteEmployerTrustee
Ross PepeEmployerTrustee
Vincent CollettiEmployerTrustee
Ralph J MerrittUnion Trustee
Robert OlivierUnion Trustee
Salvatore FusaroUnion Trustee
Vito FrennaUnion Trustee
Suzanne AhearnFund Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
PomcoClaims ProcessingPO BOX 6329, Syracuse, NY 13206$136,209
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,886,088
Investment Income
$190,494
Other Revenue
$785,130
Change in Net Assets
$2,190,853

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,416,302
Revenue Not Reported on Financial Statements
$445,410
Revenue Not Reported on Form 990
$102,547
Other Revenue Adjustments
$415,916
Total Revenue per Audited Statements
$8,518,849
Total Revenue per Form 990
$8,861,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$640,833
Other Expenses$354,156
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,675,870
Other Salaries and Wages---$279,007
Current Officers, Directors, Trustees, and Key Employees---$187,930
Other Employee Benefits---$83,139
Office Expenses---$73,492
Fees for Services Other---$62,980
Pension Plan Contributions---$57,904
Occupancy---$40,318
Fees for Services Legal---$33,291
Payroll Taxes---$32,853
Fees for Services Accounting---$31,072
Fees for Service Investment Mgmnt Fees---$29,494
Interest---$9,944
Insurance---$5,376
Conferences and Meetings---$4,801
Other Expenses---$1,428
Depreciation Depletion---$1,236
Total Functional Expenses$0$0$0$6,670,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,670,859
Expenses per Audited Statements$6,225,449
Total Expenses per Audited Statements$6,225,449
Expenses Not Reported on Financial Statements$445,410
Other Expense Adjustments$415,916
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
Reciprocity Payable$603,285
Due to Local 1000 Pension Fund$121,718
Benefits Payable$20,868
Due to Building Center$1,192
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
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 11B: Form 990 Review Process

“Form 990 was sent to the trustees 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

“Annually at the board of trustee meetings.”

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

“Increases in compensation are approved by the board and are 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
Laborers Local 235
EIN
13-1777458
Phone
9145923331
Address
41 KNOLLWOOD ROAD, ELMSFORD, NY 10523

Signing Officer

Name
Dario Boccarossa
Title
Trustee
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1948
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
6
Employees
7

Preparer

Firm
Wagner & Zwerman LLP
Address
450 Wireless Boulevard, Hauppauge, NY 11788
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 December 31, 2014 and 2013, 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 process. Additionally, plan management believes that the Plan's returns for the years prior to the year ended December 31, 2011 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 $415916”

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

“Reimbursed Shared Expenses $415916”

Raw XML AppendixShowing 400 of 538 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/BOYAmt036820
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt042686
IRS990/AccountsReceivableGrp/BOYAmt0515108
IRS990/AccountsReceivableGrp/EOYAmt0562104
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EMPLOYER CONTRIBUTIONS FROM UNION CONTRACTORS PROVIDE ELIGIBLE MEMBERS WITH WELFARE BENEFITS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt05675870
IRS990/BooksInCareOfDetail/PersonNm0DARIO BOCCAROSSA
IRS990/BooksInCareOfDetail/PhoneNum09145923331
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt041 KNOLLWOOD ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ELMSFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010523
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0779634
IRS990/CashNonInterestBearingGrp/EOYAmt0686331
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0187930
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt04801
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0136209
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 6329
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Syracuse
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd013206
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0POMCO
IRS990/ContractorCompensationGrp/ServicesDesc0Claims Processing
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt05675870
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0190494
IRS990/CYOtherExpensesAmt0354156
IRS990/CYOtherRevenueAmt0785130
IRS990/CYProgramServiceRevenueAmt07886088
IRS990/CYRevenuesLessExpensesAmt02190853
IRS990/CYSalariesCompEmpBnftPaidAmt0640833
IRS990/CYTotalExpensesAmt06670859
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08861712
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt01236
IRS990/Desc0EMPLOYER CONTRIBUTIONS FROM UNION CONTRACTORS PROVIDE ELIGIBLE MEMBERS WITH WELFARE BENEFITS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt031072
IRS990/FeesForServicesLegalGrp/TotalAmt033291
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt062980
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt029494
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt044.12
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1018.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1017.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0106751
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt143184
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1027461
IRS990/Form990PartVIISectionAGrp/PersonNm0DARIO BOCCAROSSA
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm2SALVATORE FUSARO
IRS990/Form990PartVIISectionAGrp/PersonNm3RALPH J MERRITT
IRS990/Form990PartVIISectionAGrp/PersonNm4ROSS PEPE
IRS990/Form990PartVIISectionAGrp/PersonNm5VITO FRENNA
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK FANTE
IRS990/Form990PartVIISectionAGrp/PersonNm7JOSEPH MARTINO
IRS990/Form990PartVIISectionAGrp/PersonNm8VINCENT COLLETTI
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT OLIVIER
IRS990/Form990PartVIISectionAGrp/PersonNm10SUZANNE AHEARN
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10160469
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0237490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt182954
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4EmployerTrustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EmployerTrustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7EmployerTrustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8EmployerTrustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt076598
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010132058
IRS990/GrossReceiptsAmt018917172
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt05376
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt09944
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0113896
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113896
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03294619
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06363244
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt082085
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0210
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07765
IRS990/LandBldgEquipCostOrOtherBssAmt089850
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010055460
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EMPLOYER CONTRIBUTIONS FROM UNION CONTRACTORS PROVIDE ELIGIBLE MEMBERS WITH WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05250952
IRS990/NetAssetsOrFundBalancesEOYAmt07543749
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt076598
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt076598
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0102547
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt040318
IRS990/OfficeExpensesGrp/TotalAmt073492
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt055036
IRS990/OtherAssetsTotalGrp/EOYAmt073747
IRS990/OtherEmployeeBenefitsGrp/TotalAmt083139
IRS990/OtherExpensesGrp/Desc0SHARE OF CENTER EXPENSES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATOR EXPENSES & AUTO
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3FEDERAL EXCISE TAX (PCOR FEE)
IRS990/OtherExpensesGrp/TotalAmt033415
IRS990/OtherExpensesGrp/TotalAmt125153
IRS990/OtherExpensesGrp/TotalAmt22156
IRS990/OtherExpensesGrp/TotalAmt31428
IRS990/OtherLiabilitiesGrp/BOYAmt0765560
IRS990/OtherLiabilitiesGrp/EOYAmt0747063
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Income from Merger
IRS990/OtherRevenueMiscGrp/Desc1Reimbursed Shared Expense
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0369214
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1415916
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0369214
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1415916
IRS990/OtherRevenueTotalAmt0785130
IRS990/OtherSalariesAndWagesGrp/TotalAmt0279007
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0196177
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0189694
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt032853
IRS990/PensionPlanContributionsGrp/TotalAmt057904
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PriorPeriodAdjustmentsAmt0-603
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07886088
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07886088
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt04963115
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0261015
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0286975
IRS990/PYOtherRevenueAmt0396676
IRS990/PYProgramServiceRevenueAmt06945653
IRS990/PYRevenuesLessExpensesAmt01739277
IRS990/PYSalariesCompEmpBnftPaidAmt0613977
IRS990/PYTotalExpensesAmt05864067
IRS990/PYTotalRevenueAmt07603344
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02190853
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05250952
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07543749
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01212548
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0450613
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07765
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082085
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt089850
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0445410
IRS990ScheduleD/ExpensesSubtotalAmt06225449
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt029494
IRS990ScheduleD/InvestmentExpensesNotIncldAmt029494
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0102547
IRS990ScheduleD/OtherExpensesNotIncludedAmt0415916
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020868
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11192
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2121718
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3603285
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO BUILDING CENTER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO LOCAL 1000 PENSION FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3RECIPROCITY PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0415916
IRS990ScheduleD/RevenueNotReportedAmt0102547
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0445410
IRS990ScheduleD/RevenueSubtotalAmt08416302
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan administrator has analyzed the tax positions taken by the Plan and has concluded that as of December 31, 2014 and 2013, 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 process. Additionally, plan management believes that the Plan's returns for the years prior to the year ended December 31, 2011 are no longer open to examination, based on the statutory period for years subject to audit.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Reimbursed Shared Expenses $415916
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Reimbursed Shared Expenses $415916
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/TotalBookValueLandBuildingsAmt07765
IRS990ScheduleD/TotalExpensesPerForm990Amt06670859
IRS990ScheduleD/TotalLiabilityAmt0747063
IRS990ScheduleD/TotalRevenuePerForm990Amt08861712
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08518849
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06225449
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0160469
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0237490
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt011228
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt088199
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018552
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DARIO BOCCAROSSA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SUZANNE AHEARN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Union Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0187930
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0344241
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPLOYER CONTRIBUTIONS ARE MADE TO THE FUND ON BEHALF OF PARTICIPATING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON 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 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 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/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SEE ATTACHED SCHEDULE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Contributing Employers
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt041 Knollwood Road
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Elmsford
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd010523
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,333,498
Liabilities
$789,749
Net assets
$7,543,749
Revenue
$8,861,712
Expenses
$6,670,859
Net income
$2,190,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.50$14.3$10.3$7.54$2.78
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.85$11.1$10.8$6.06$4.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.37$1.19$6.18$9.15$7.05$2.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$1.11$4.41$8.95$8.35$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.92$3.83$7.60$9.21$1.61
2019Detailed filing. Detailed filing data is available for this year.$6.12$0.57$5.55$9.15$10.4$1.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.57$6.49$9.69$9.53$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$1.19$6.69$8.21$8.30$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.04$0.53$6.52$7.84$7.97$0.13
2015Detailed filing. Detailed filing data is available for this year.$7.29$0.59$6.70$8.15$8.83$0.68
2014Detailed filing. Detailed filing data is available for this year.$8.33$0.79$7.54$8.86$6.67$2.19
2013Detailed filing. Detailed filing data is available for this year.$6.05$0.80$5.25$7.60$5.86$1.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.70$3.51$6.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.45$5.00$5.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.11$0.56$5.55$7.99