Civic Intelligence

Iron Workers District Council of Western Ny & Vicinity Welfare Plan

990 • Fiscal year 2019 • EIN 16-0776208

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

Organization ProfileWWW.IRONWORKERSDCWNY.COM

View Organization Page

3445 Winton Place Suite 238Rochester, NY 14623-2950

(585) 424-3510

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Balance Sheet

Assets

Up

$3,160,462

Up $1,039,881 (+49%) from 2018

Net Assets

Up

$3,035,222

Up $1,009,781 (+50%) from 2018

Liabilities

Up

$125,240

Up $30,100 (+32%) from 2018

Revenue And Expenses

Revenue

Up

$4,978,116

Up $411,604 (+9.0%) from 2018

Expenses

Up

$4,055,680

Up $29,711 (+0.7%) from 2018

Net Income

Up

$922,436

Up $381,893 (+71%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $1,917,040Liabilities 2011: $105,959Net Assets 2011: $1,811,0812011Assets 2012: $1,997,945Liabilities 2012: $52,551Net Assets 2012: $1,945,3942012Assets 2013: $1,855,409Liabilities 2013: $72,686Net Assets 2013: $1,782,7232013Assets 2014: $2,136,513Liabilities 2014: $73,437Net Assets 2014: $2,063,0762014Assets 2015: $1,828,967Liabilities 2015: $99,637Net Assets 2015: $1,729,3302015Assets 2016: $1,836,310Liabilities 2016: $63,198Net Assets 2016: $1,773,1122016Assets 2017: $1,535,852Liabilities 2017: $45,197Net Assets 2017: $1,490,6552017Assets 2018: $2,120,581Liabilities 2018: $95,140Net Assets 2018: $2,025,4412018Assets 2019: $3,160,462Liabilities 2019: $125,240Net Assets 2019: $3,035,2222019Assets 2019: $3,565,145Liabilities 2019: $125,240Net Assets 2019: $3,439,9052019Assets 2020: $4,163,747Liabilities 2020: $114,724Net Assets 2020: $4,049,0232020Assets 2021: $4,186,837Liabilities 2021: $67,020Net Assets 2021: $4,119,8172021Assets 2022: $5,009,575Liabilities 2022: $206,784Net Assets 2022: $4,802,7912022Assets 2023: $6,142,792Liabilities 2023: $311,869Net Assets 2023: $5,830,9232023Assets 2024: $6,716,070Liabilities 2024: $161,582Net Assets 2024: $6,554,4882024Assets 2025: $9,286,181Liabilities 2025: $689,141Net Assets 2025: $8,597,0402025

Highlighted filing

2019

Assets$3,160,462
Liabilities$125,240
Net Assets$3,035,222
Open 2019 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,910,6592011Expenses 2012: $3,816,9432012Expenses 2013: $4,323,1412013Revenue 2014: $4,459,605Expenses 2014: $4,202,564Net Income 2014: $257,0412014Revenue 2015: $4,400,311Expenses 2015: $4,680,995Net Income 2015: -$280,6842015Revenue 2016: $4,604,387Expenses 2016: $4,554,017Net Income 2016: $50,3702016Revenue 2017: $4,642,569Expenses 2017: $4,918,704Net Income 2017: -$276,1352017Revenue 2018: $4,566,512Expenses 2018: $4,025,969Net Income 2018: $540,5432018Revenue 2019: $4,978,116Expenses 2019: $4,055,680Net Income 2019: $922,4362019Revenue 2019: $5,025,957Expenses 2019: $4,055,680Net Income 2019: $970,2772019Revenue 2020: $5,093,793Expenses 2020: $4,548,941Net Income 2020: $544,8522020Revenue 2021: $5,560,744Expenses 2021: $5,501,498Net Income 2021: $59,2462021Revenue 2022: $6,361,565Expenses 2022: $5,285,261Net Income 2022: $1,076,3042022Revenue 2023: $5,744,625Expenses 2023: $4,789,673Net Income 2023: $954,9522023Revenue 2024: $5,164,491Expenses 2024: $4,644,700Net Income 2024: $519,7912024Revenue 2025: $7,948,001Expenses 2025: $6,110,709Net Income 2025: $1,837,2922025

Highlighted filing

2019

Revenue$4,978,116
Expenses$4,055,680
Net Income$922,436
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$11,031,849
Mission and Program Overview

Mission

To provide welfare benefits to union iron workers and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,025,441$3,035,222▲ $1,009,781
Investments in Publicly Traded Securities$995,727$1,873,495▲ $877,768
Accounts Receivable$594,263$554,738▼ $39,525
Savings and Temporary Cash Investments$241,571$337,109▲ $95,538
Cash and Non-Interest-Bearing Accounts$147,738$255,082▲ $107,344
Prepaid Expenses and Deferred Charges$36,700$32,700▼ $4,000
Land, Buildings, and Equipment, Net$19,724$14,351▼ $5,373
Total Assets$2,120,581$3,160,462▲ $1,039,881
Other Assets Total$84,858$92,987▲ $8,129
Liabilities
Accounts Payable and Accrued Expenses$69,695$105,984▲ $36,289
Deferred Revenue$25,445$15,654▼ $9,791
Other Liabilities-$3,602-
Total Liabilities$95,140$125,240▲ $30,100
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,025,441$3,035,222▲ $1,009,781
Total Liabilities and Net Assets / Fund Balance$2,120,581$3,160,462▲ $1,039,881

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,335$263,798$275,133
Leasehold Improvements$3,016$1,941$4,957
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Suzanne RanelliAdmin. Manag$61,116$21,446$82,562

Board Members and Trustees

NameTitle
Scott BrydgesLabor Truste
Scott GardnerLabor Truste
Thomas P ThomasLabor Truste
Hl StephensonManagement T
Kelly GilliganManagement T
Tom DickeyManagement T
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,647,637
Investment Income
$32,578
Other Revenue
$297,901
Change in Net Assets
$922,436

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,675,106
Revenue Not Reported on Financial Statements
$303,010
Revenue Not Reported on Form 990
$87,345
Other Revenue Adjustments
$293,605
Total Revenue per Audited Statements
$4,762,451
Total Revenue per Form 990
$4,978,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$884,596
Salaries, Compensation, and Employee Benefits$336,989
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,834,095
Fees for Services Management---$192,171
Other Salaries and Wages---$189,763
Insurance---$147,840
Information Technology---$96,359
Fees for Services Legal---$91,753
Fees for Services Other---$89,789
Current Officers, Directors, Trustees, and Key Employees---$82,561
Office Expenses---$48,832
Occupancy---$47,025
Pension Plan Contributions---$35,566
Fees for Services Accounting---$32,244
Payroll Taxes---$19,425
Conferences and Meetings---$11,518
Other Employee Benefits---$9,674
Fees for Service Investment Mgmnt Fees---$9,405
Depreciation Depletion---$8,916
Other Expenses---$2,045
Total Functional Expenses$0$0$0$4,055,680

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,055,680
Expenses per Audited Statements$3,752,670
Total Expenses per Audited Statements$3,752,670
Expenses Not Reported on Financial Statements$303,010
Other Expense Adjustments$293,605
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
Due to Broker$3,602
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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, Page 6, Part VI, Line 9

“Scott gardner 650 trabold road rochester, ny 14624 scott brydges 412 39th street niagara falls, ny 14303 kelly gilligan 7819 state routes 5 & 20 bloomfield, ny 14469 thomas p. Thomas 10 main street, suite 100 whitesboro, ny 13492 h.l. Stephenson 8 king road churchville, ny 14428 tom dickey 5285 upper mt. Road lockport, ny 14094”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is circulated to all board of trustees via e-mail. Confirmation of approval is received prior to filing the form.”

Form 990, Page 6, Part VI, Line 12C

“The fund regularly and consistently monitors and enforces compliance with the conflict of interest policy by requesting that an annual acknowledgement form be signed and submitted by each trustee. If any potential conflicts are disclosed, the trustees will determine whether further facts and follow-up questions are necessary to determine if a conflict of interest exists. In addition, on an annual basis, management reminds each individual who is subject to the policy of the need to avoid any business conflicts with the fund and to divulge immediately any matter which may give rise to a conflict.”

Form 990, Page 6, Part VI, Line 15A

“The board of trsutees reviews and approves the compensation package for the administrative manager and support staff. The fund pays the full salary and benefits for the administrative manager and support staff. Such compensation is allocated to affiliated funds under a cost sharing agreement.”

Form 990, Page 6, Part VI, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Iron Workers District Council of
EIN
16-0776208
Phone
5854243510
Address
3445 WINTON PLACE SUITE 238, ROCHESTER, NY 14623-2950

Signing Officer

Name
Suzanne Ranelli
Title
Admin. Manager
Phone
5854243722
Signed
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Ranelli
Formed
1953
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
6

Preparer

Firm
ARCARA ZUCARELLI LENDA & ASSOC CPA'S PC
Address
5214 MAIN ST STE 200, WILLIAMSVILLE, NY 14221
Preparer
David Arcara CPA
Phone
7166342722
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Reimbursed administrative expenses -293,605 reimbursed administrative expenses 293,605”

Financial Statement Notes

Schedule D, Page 3, Part X

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of june 30, 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability 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 period in progress. Plan management believes that the plan is no longer subject to income tax examination for the years prior to june 30, 2016.”

Schedule D, Page 4, Part XI, Line 4B

“Reimbursed administrative expenses 293,605”

Schedule D, Page 4, Part XII, Line 4B

“Reimbursed administrative expenses 293,605”

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

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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04957
IRS990ScheduleD/NetUnrealizedGainsInvstAmt087345
IRS990ScheduleD/OtherExpensesNotIncludedAmt0293605
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03602
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BROKER
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0293605
IRS990ScheduleD/RevenueNotReportedAmt087345
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0303010
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY 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 PERIOD IN PROGRESS. PLAN MANAGEMENT BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO JUNE 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED ADMINISTRATIVE EXPENSES 293,605
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED ADMINISTRATIVE EXPENSES 293,605
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleD/TotalExpensesPerForm990Amt04055680
IRS990ScheduleD/TotalLiabilityAmt03602
IRS990ScheduleD/TotalRevenuePerForm990Amt04978116
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04762451
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03752670
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCOTT GARDNER 650 TRABOLD ROAD ROCHESTER, NY 14624 SCOTT BRYDGES 412 39TH STREET NIAGARA FALLS, NY 14303 KELLY GILLIGAN 7819 STATE ROUTES 5 & 20 BLOOMFIELD, NY 14469 THOMAS P. THOMAS 10 MAIN STREET, SUITE 100 WHITESBORO, NY 13492 H.L. STEPHENSON 8 KING ROAD CHURCHVILLE, NY 14428 TOM DICKEY 5285 UPPER MT. ROAD LOCKPORT, NY 14094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS CIRCULATED TO ALL BOARD OF TRUSTEES VIA E-MAIL. CONFIRMATION OF APPROVAL IS RECEIVED PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUESTING THAT AN ANNUAL ACKNOWLEDGEMENT FORM BE SIGNED AND SUBMITTED BY EACH TRUSTEE. IF ANY POTENTIAL CONFLICTS ARE DISCLOSED, THE TRUSTEES WILL DETERMINE WHETHER FURTHER FACTS AND FOLLOW-UP QUESTIONS ARE NECESSARY TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. IN ADDITION, ON AN ANNUAL BASIS, MANAGEMENT REMINDS EACH INDIVIDUAL WHO IS SUBJECT TO THE POLICY OF THE NEED TO AVOID ANY BUSINESS CONFLICTS WITH THE FUND AND TO DIVULGE IMMEDIATELY ANY MATTER WHICH MAY GIVE RISE TO A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRSUTEES REVIEWS AND APPROVES THE COMPENSATION PACKAGE FOR THE ADMINISTRATIVE MANAGER AND SUPPORT STAFF. THE FUND PAYS THE FULL SALARY AND BENEFITS FOR THE ADMINISTRATIVE MANAGER AND SUPPORT STAFF. SUCH COMPENSATION IS ALLOCATED TO AFFILIATED FUNDS UNDER A COST SHARING AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REIMBURSED ADMINISTRATIVE EXPENSES -293,605 REIMBURSED ADMINISTRATIVE EXPENSES 293,605
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,160,462
Liabilities
$125,240
Net assets
$3,035,222
Revenue
$4,978,116
Expenses
$4,055,680
Net income
$922,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.29$0.69$8.60$7.95$6.11$1.84
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.16$6.55$5.16$4.64$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.31$5.83$5.74$4.79$0.95
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.21$4.80$6.36$5.29$1.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.07$4.12$5.56$5.50$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.11$4.05$5.09$4.55$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.13$3.44$5.03$4.06$0.97
2019Detailed filing. Detailed filing data is available for this year.$3.16$0.13$3.04$4.98$4.06$0.92
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.10$2.03$4.57$4.03$0.54
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.05$1.49$4.64$4.92$0.28
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.06$1.77$4.60$4.55$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.10$1.73$4.40$4.68$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.07$2.06$4.46$4.20$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.07$1.78$4.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.05$1.95$3.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.11$1.81$3.91