Civic Intelligence

Ibew-363 Labor Welfare Fund

990 • Fiscal year 2016 • EIN 13-6132502

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileWWW.IBEWLU363.ORG

View Organization Page

67 Commerce Drive SouthHarriman, NY 10926

(845) 783-3500

Siviq Scores

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

Liabilities / Assets

71st percentile

0.22x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.26x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

88th percentile

28%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

78th percentile

$189,876

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

94th percentile

36%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

9.1%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$20,101,583

Up $5,372,098 (+36%) from 2015

Net Assets

Up

$15,729,111

Up $4,905,104 (+45%) from 2015

Liabilities

Up

$4,372,472

Up $466,994 (+12%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin88th percentile

Revenue

Up

$17,114,275

Up $1,430,432 (+9.1%) from 2015

Expenses

Down

$12,282,702

Down $854,418 (-6.5%) from 2015

Net Income

Up

$4,831,573

Up $2,284,850 (+90%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$80M$60M$40M$20M$0Assets 2010: $18,002,244Liabilities 2010: $3,641,726Net Assets 2010: $14,360,5182010Assets 2011: $14,417,505Liabilities 2011: $3,428,743Net Assets 2011: $10,988,7622011Assets 2012: $9,041,743Liabilities 2012: $3,023,314Net Assets 2012: $6,018,4292012Assets 2013: $7,149,478Liabilities 2013: $3,662,817Net Assets 2013: $3,486,6612013Assets 2014: $11,653,871Liabilities 2014: $3,416,205Net Assets 2014: $8,237,6662014Assets 2015: $14,729,485Liabilities 2015: $3,905,478Net Assets 2015: $10,824,0072015Assets 2016: $20,101,583Liabilities 2016: $4,372,472Net Assets 2016: $15,729,1112016Assets 2017: $30,566,750Liabilities 2017: $6,162,808Net Assets 2017: $24,403,9422017Assets 2018: $32,796,111Liabilities 2018: $6,212,966Net Assets 2018: $26,583,1452018Assets 2019: $45,191,962Liabilities 2019: $9,210,108Net Assets 2019: $35,981,8542019Assets 2020: $47,751,842Liabilities 2020: $7,094,834Net Assets 2020: $40,657,0082020Assets 2021: $52,283,639Liabilities 2021: $9,313,275Net Assets 2021: $42,970,3642021Assets 2022: $49,611,534Liabilities 2022: $10,091,682Net Assets 2022: $39,519,8522022Assets 2023: $55,678,439Liabilities 2023: $10,239,843Net Assets 2023: $45,438,5962023Assets 2024: $61,524,722Liabilities 2024: $13,333,505Net Assets 2024: $48,191,2172024

Highlighted filing

2016

Assets$20,101,583
Liabilities$4,372,472
Net Assets$15,729,111
Open 2016 Filing

Operations Trend

Revenue Growth67th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $15,172,0822010Expenses 2011: $15,511,3702011Revenue 2012: $11,033,826Expenses 2012: $15,955,391Net Income 2012: -$4,921,5652012Revenue 2013: $13,934,850Expenses 2013: $16,317,426Net Income 2013: -$2,382,5762013Revenue 2014: $15,218,173Expenses 2014: $10,512,107Net Income 2014: $4,706,0662014Revenue 2015: $15,683,843Expenses 2015: $13,137,120Net Income 2015: $2,546,7232015Revenue 2016: $17,114,275Expenses 2016: $12,282,702Net Income 2016: $4,831,5732016Revenue 2017: $22,132,317Expenses 2017: $14,734,604Net Income 2017: $7,397,7132017Revenue 2018: $21,543,842Expenses 2018: $18,091,442Net Income 2018: $3,452,4002018Revenue 2019: $26,851,685Expenses 2019: $19,927,635Net Income 2019: $6,924,0502019Revenue 2020: $24,403,893Expenses 2020: $22,452,250Net Income 2020: $1,951,6432020Revenue 2021: $28,025,970Expenses 2021: $26,812,744Net Income 2021: $1,213,2262021Revenue 2022: $27,935,804Expenses 2022: $26,301,986Net Income 2022: $1,633,8182022Revenue 2023: $32,283,855Expenses 2023: $27,804,553Net Income 2023: $4,479,3022023Revenue 2024: $32,758,659Expenses 2024: $29,160,405Net Income 2024: $3,598,2542024

Highlighted filing

2016

Revenue$17,114,275
Expenses$12,282,702
Net Income$4,831,573
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$26,086,223
Mission and Program Overview

Mission

To provide welfare benefits to eligible members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,824,007$15,729,111▲ $4,905,104
Investments in Publicly Traded Securities$6,884,492$10,497,759▲ $3,613,267
Cash and Non-Interest-Bearing Accounts$5,569,019$6,677,211▲ $1,108,192
Accounts Receivable$2,066,162$2,645,751▲ $579,589
Investments Other Securities$200,525$274,158▲ $73,633
Land, Buildings, and Equipment, Net$7,646$5,129▼ $2,517
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$14,729,485$20,101,583▲ $5,372,098
Other Assets Total$1,641$1,575▼ $66
Liabilities
Other Liabilities$3,867,207$4,358,003▲ $490,796
Accounts Payable and Accrued Expenses$38,271$14,469▼ $23,802
Total Liabilities$3,905,478$4,372,472▲ $466,994
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,824,007$15,729,111▲ $4,905,104
Total Liabilities and Net Assets / Fund Balance$14,729,485$20,101,583▲ $5,372,098

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,129$57,376$62,505
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gil HeimUnion Trustee--$122,628$122,628
John DicksonUnion Trustee--$117,575$117,575
Steve NeugebauerUnion Trustee--$115,925$115,925
John a MaraiaUnion Trustee--$113,202$113,202
Pamela BrownPlan AdministratorPT$98,560-$98,560

Board Members and Trustees

NameTitle
James JohannemannEmployee Trustee
Richard ParkerEmployee Trustee
Robert MetzEmployee Trustee
Jeffrey SeidelEmployer Trustee
Joseph DeleonardisEmployer Trustee
Robert KaehlerEmployer Trustee
James MatichUnion Trustee
Samuel Fratto IiiUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaClaims Processing151 FARMINGTON AVENUE, Hartford, CT 06156$117,777
Archer Byington Glennon & Levine LLPLegal Fees1 HUNTINGTON QUAD STE 4C10, Melville, NY 11747$105,624
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,335,375
Investment Income
$261,701
Other Revenue
$517,199
Change in Net Assets
$4,831,573

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,574,992
Revenue Not Reported on Financial Statements
$539,283
Revenue Not Reported on Form 990
$73,531
Other Revenue Adjustments
$502,064
Total Revenue per Audited Statements
$16,648,523
Total Revenue per Form 990
$17,114,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$671,925
Other Expenses$505,521
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$11,105,256
Other Salaries and Wages---$270,240
Other Employee Benefits---$224,455
Fees for Services Legal---$105,624
Current Officers, Directors, Trustees, and Key Employees---$98,560
Payroll Taxes---$78,670
Fees for Service Investment Mgmnt Fees---$37,219
Office Expenses---$31,310
Fees for Services Accounting---$27,156
Occupancy---$19,397
Other Expenses---$15,387
Insurance---$8,196
Depreciation Depletion---$2,517
Total Functional Expenses$0$0$0$12,282,702

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,282,702
Expenses per Audited Statements$12,245,483
Total Expenses per Audited Statements$11,743,419
Expenses Not Reported on Financial Statements$37,219
Expenses Not Reported on Form 990$-502,064
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' VACATION PAYABLE$3,960,165
CONTRACTORS' SECURITY DEPOSITS$273,663
Reciprocals Payable$124,175
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“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.”

Filing and Contact Details

Filer

Filer Name
Ibew - 363 Welfare Fund
EIN
13-6132502
Phone
8457833500
Address
67 COMMERCE DRIVE SOUTH, HARRIMAN, NY 10926

Signing Officer

Name
Pamela Brown
Title
Plan Administrator
Phone
8457833500
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Brown
Formed
1956
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
8
Employees
11
Volunteers
0

Preparer

Firm
Mspc Cpas & Advisors Pc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Jon S Gagliardi
Phone
9082727000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The fund has a board of trustees that assumes responsibility for the oversight of the audit and the selection of independent accountants. The process has not changed from prior year.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed by affiliated funds 502,064.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reimbursed by affiliated funds -502,064.”

Raw XML AppendixShowing 400 of 583 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt038271
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014469
IRS990/AccountsReceivableGrp/BOYAmt02066162
IRS990/AccountsReceivableGrp/EOYAmt02645751
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt011105256
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0IBEW #363 WELFARE FUND
IRS990/BooksInCareOfDetail/PhoneNum08457833500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt067 COMMERCE DRIVE SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARRIMAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010926
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt05569019
IRS990/CashNonInterestBearingGrp/EOYAmt06677211
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt098560
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0117777
IRS990/ContractorCompensationGrp/CompensationAmt1105624
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0151 FARMINGTON AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11 HUNTINGTON QUAD STE 4C10
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HARTFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MELVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006156
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd111747
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AETNA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ARCHER BYINGTON GLENNON & LEVINE LLP
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt011105256
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0261701
IRS990/CYOtherExpensesAmt0505521
IRS990/CYOtherRevenueAmt0517199
IRS990/CYProgramServiceRevenueAmt016335375
IRS990/CYRevenuesLessExpensesAmt04831573
IRS990/CYSalariesCompEmpBnftPaidAmt0671925
IRS990/CYTotalExpensesAmt012282702
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017114275
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02517
IRS990/Desc0PROVIDE ACCIDENT,HOSPITAL,MEDICAL,SURGICAL,DISABILITY,OPTICAL VACATION BENEFITS FOR ELIGIBLE PARTICIPANTS & DEPENDENTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt027156
IRS990/FeesForServicesLegalGrp/TotalAmt0105624
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt037219
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt239.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt428.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1212.00
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/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt013145
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13719
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt26442
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt35201
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt48092
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0GIL HEIM
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN A MARAIA
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE NEUGEBAUER
IRS990/Form990PartVIISectionAGrp/PersonNm3SAMUEL FRATTO III
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN DICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES MATICH
IRS990/Form990PartVIISectionAGrp/PersonNm6JOSEPH DELEONARDIS
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT KAEHLER
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES JOHANNEMANN
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFFREY SEIDEL
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT METZ
IRS990/Form990PartVIISectionAGrp/PersonNm12PAMELA BROWN
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1298560
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0109483
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1109483
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2109483
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3184675
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4109483
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PLAN ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt096268
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09068216
IRS990/GrossReceiptsAmt026086223
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt08196
IRS990/InvestmentIncomeGrp/ExclusionAmt0165433
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0165433
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0200525
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0274158
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06884492
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010497759
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt057376
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07646
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05129
IRS990/LandBldgEquipCostOrOtherBssAmt062505
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08971948
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010824007
IRS990/NetAssetsOrFundBalancesEOYAmt015729111
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt096268
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt096268
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt073531
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt019397
IRS990/OfficeExpensesGrp/TotalAmt031310
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01641
IRS990/OtherAssetsTotalGrp/EOYAmt01575
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0224455
IRS990/OtherExpensesGrp/Desc0CLAIMS PROCESSING SERVI
IRS990/OtherExpensesGrp/Desc1ACTUARIAL FEES
IRS990/OtherExpensesGrp/Desc2PROGRAMMING EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0216715
IRS990/OtherExpensesGrp/TotalAmt142000
IRS990/OtherExpensesGrp/TotalAmt215387
IRS990/OtherLiabilitiesGrp/BOYAmt03867207
IRS990/OtherLiabilitiesGrp/EOYAmt04358003
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED BY AFFILIATES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0502064
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt115135
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0502064
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt115135
IRS990/OtherRevenueTotalAmt0517199
IRS990/OtherSalariesAndWagesGrp/TotalAmt0270240
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt078670
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAMELA BROWN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEES' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE DRUG SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015190741
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11078405
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt266229
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015190741
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11078405
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt266229
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt011903892
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-5788
IRS990/PYOtherExpensesAmt0436903
IRS990/PYOtherRevenueAmt0625371
IRS990/PYProgramServiceRevenueAmt015064260
IRS990/PYRevenuesLessExpensesAmt02546723
IRS990/PYSalariesCompEmpBnftPaidAmt0796325
IRS990/PYTotalExpensesAmt013137120
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015683843
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04831573
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010824007
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015729111
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-502064
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt037219
IRS990ScheduleD/ExpensesSubtotalAmt012245483
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt037219
IRS990ScheduleD/InvestmentExpensesNotIncldAmt037219
IRS990ScheduleD/NetUnrealizedGainsInvstAmt073531
IRS990ScheduleD/OtherExpensesIncludedAmt0-502064
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05129
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt057376
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt062505
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03960165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1273663
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2124175
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' VACATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CONTRACTORS' SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RECIPROCALS PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0502064
IRS990ScheduleD/RevenueNotReportedAmt073531
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0539283
IRS990ScheduleD/RevenueSubtotalAmt016574992
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REIMBURSED BY AFFILIATED FUNDS 502,064.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED BY AFFILIATED FUNDS -502,064.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05129
IRS990ScheduleD/TotalExpensesPerForm990Amt012282702
IRS990ScheduleD/TotalLiabilityAmt04358003
IRS990ScheduleD/TotalRevenuePerForm990Amt017114275
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016648523
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011743419
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0184675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SAMUEL FRATTO III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0184675
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW PURPOSES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW #363 SUB FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IBEW #LMCC FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2L 363 JAT RE CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3IBEW #363 APPRENTICESHIP FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4IBEW #363 SCHOLARSHIP FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5IBEW #363
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6IBEW #363 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7IBEW #363 SUPPLY HOUSE PENSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8IBEW #363 MONEY PURCHASE PENSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0020546331
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1133800212
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2133765269
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3136132505
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4204423030
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5131739738
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6516041178
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7132972311
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8136530041
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0SECTION 501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1SECTION 501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2SECTION 501(C)(2)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,101,583
Liabilities
$4,372,472
Net assets
$15,729,111
Revenue
$17,114,275
Expenses
$12,282,702
Net income
$4,831,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.5$13.3$48.2$32.8$29.2$3.60
2023Detailed filing. Detailed filing data is available for this year.$55.7$10.2$45.4$32.3$27.8$4.48
2022Detailed filing. Detailed filing data is available for this year.$49.6$10.1$39.5$27.9$26.3$1.63
2021Detailed filing. Detailed filing data is available for this year.$52.3$9.31$43.0$28.0$26.8$1.21
2020Detailed filing. Detailed filing data is available for this year.$47.8$7.09$40.7$24.4$22.5$1.95
2019Detailed filing. Detailed filing data is available for this year.$45.2$9.21$36.0$26.9$19.9$6.92
2018Detailed filing. Detailed filing data is available for this year.$32.8$6.21$26.6$21.5$18.1$3.45
2017Detailed filing. Detailed filing data is available for this year.$30.6$6.16$24.4$22.1$14.7$7.40
2016Detailed filing. Detailed filing data is available for this year.$20.1$4.37$15.7$17.1$12.3$4.83
2015Detailed filing. Detailed filing data is available for this year.$14.7$3.91$10.8$15.7$13.1$2.55
2014Detailed filing. Detailed filing data is available for this year.$11.7$3.42$8.24$15.2$10.5$4.71
2013Detailed filing. Detailed filing data is available for this year.$7.15$3.66$3.49$13.9$16.3$2.38
2012Summary only. Only limited summary data is available for this year.$9.04$3.02$6.02$11.0$16.0$4.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$3.43$11.0$15.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$3.64$14.4$15.2