Civic Intelligence

Iron Workers District Council of Western New York & Vicinity Suppl

990 • Fiscal year 2019 • EIN 16-1550492

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 2019

Organization ProfileWWW.IRONWORKERSDCWNY.COM

View Organization Page

3445 Winton Place Suite 238Rochester, NY 14623

(585) 424-3510

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$8,328,838

Flat from 2019

Net Assets

Up

$8,269,801

Up $115,018 (+1.4%) from 2019

Liabilities

Down

$59,037

Down $115,018 (-66%) from 2019

Revenue And Expenses

Revenue

Flat

$856,221

Flat from 2019

Expenses

Down

$799,384

Down $12,550 (-1.5%) from 2019

Net Income

Up

$56,837

Up $12,550 (+28%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $4,512,211Liabilities 2011: $46,291Net Assets 2011: $4,465,9202011Assets 2012: $4,384,561Liabilities 2012: $23,586Net Assets 2012: $4,360,9752012Assets 2013: $5,030,349Liabilities 2013: $271,289Net Assets 2013: $4,759,0602013Assets 2014: $5,337,656Liabilities 2014: $15,157Net Assets 2014: $5,322,4992014Assets 2015: $4,965,262Liabilities 2015: $8,338Net Assets 2015: $4,956,9242015Assets 2016: $7,618,884Liabilities 2016: $295,704Net Assets 2016: $7,323,1802016Assets 2018: $7,900,655Liabilities 2018: $22,686Net Assets 2018: $7,877,9692018Assets 2019: $8,328,838Liabilities 2019: $59,037Net Assets 2019: $8,269,8012019Assets 2019: $8,328,838Liabilities 2019: $174,055Net Assets 2019: $8,154,7832019Assets 2020: $8,753,821Liabilities 2020: $46,067Net Assets 2020: $8,707,7542020Assets 2021: $10,218,860Liabilities 2021: $40,801Net Assets 2021: $10,178,0592021Assets 2022: $8,848,281Liabilities 2022: $31,315Net Assets 2022: $8,816,9662022Assets 2023: $8,667,044Liabilities 2023: $39,143Net Assets 2023: $8,627,9012023Assets 2024: $8,984,166Liabilities 2024: $130,352Net Assets 2024: $8,853,8142024Assets 2025: $9,366,251Liabilities 2025: $80,268Net Assets 2025: $9,285,9832025

Highlighted filing

2019

Assets$8,328,838
Liabilities$59,037
Net Assets$8,269,801
Open 2019 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $788,8812011Expenses 2012: $650,1432012Expenses 2013: $565,6372013Revenue 2014: $911,047Expenses 2014: $597,151Net Income 2014: $313,8962014Revenue 2015: $536,943Expenses 2015: $605,842Net Income 2015: -$68,8992015Revenue 2016: $276,875Expenses 2016: $559,348Net Income 2016: -$282,4732016Revenue 2018: $1,078,534Expenses 2018: $838,786Net Income 2018: $239,7482018Revenue 2019: $856,221Expenses 2019: $799,384Net Income 2019: $56,8372019Revenue 2019: $856,221Expenses 2019: $811,934Net Income 2019: $44,2872019Revenue 2020: $1,354,820Expenses 2020: $731,519Net Income 2020: $623,3012020Revenue 2021: $1,252,934Expenses 2021: $804,502Net Income 2021: $448,4322021Revenue 2022: $1,575,461Expenses 2022: $857,458Net Income 2022: $718,0032022Revenue 2023: $427,409Expenses 2023: $959,817Net Income 2023: -$532,4082023Revenue 2024: $765,750Expenses 2024: $980,757Net Income 2024: -$215,0072024Revenue 2025: $1,420,333Expenses 2025: $902,589Net Income 2025: $517,7442025

Highlighted filing

2019

Revenue$856,221
Expenses$799,384
Net Income$56,837
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$9,390,622
Mission and Program Overview

Mission

To provide supplemental health benefits to participating union iron workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,877,969$8,269,801▲ $391,832
Investments in Publicly Traded Securities$7,575,675$8,015,458▲ $439,783
Savings and Temporary Cash Investments$170,838$175,114▲ $4,276
Accounts Receivable$83,623$59,266▼ $24,357
Cash and Non-Interest-Bearing Accounts$41,266$58,313▲ $17,047
Land, Buildings, and Equipment, Net$3,750$4,261▲ $511
Total Assets$7,900,655$8,328,838▲ $428,183
Other Assets Total$25,503$16,426▼ $9,077
Liabilities
Other Liabilities$19,997$52,737▲ $32,740
Accounts Payable and Accrued Expenses$2,689$6,300▲ $3,611
Total Liabilities$22,686$59,037▲ $36,351
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,877,969$8,269,801▲ $391,832
Total Liabilities and Net Assets / Fund Balance$7,900,655$8,328,838▲ $428,183

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,261$11,939$16,200
Compensation and Service Providers

Board Members and Trustees

NameTitle
Suzanne RanelliAdmin. Manag
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
$596,176
Investment Income
$255,891
Other Revenue
$4,154
Change in Net Assets
$56,837

Audited Revenue Reconciliation

Revenue per Audited Statements
$827,859
Revenue Not Reported on Financial Statements
$28,362
Revenue Not Reported on Form 990
$334,995
Total Revenue per Audited Statements
$1,162,854
Total Revenue per Form 990
$856,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,927
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$627,457
Fees for Service Investment Mgmnt Fees---$28,362
Fees for Services Legal---$26,870
Fees for Services Accounting---$24,745
Insurance---$3,891
Other Expenses---$1,984
Depreciation Depletion---$1,789
Information Technology---$1,397
Office Expenses---$736
Conferences and Meetings---$173
Total Functional Expenses$0$0$0$799,384

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$799,384
Expenses per Audited Statements$771,022
Total Expenses per Audited Statements$771,022
Expenses Not Reported on Financial Statements$28,362
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$33,367
Due to Affiliated Fund$19,370
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

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

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

“Form 990 is cirulated 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 plan 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 plan and to divulge immediately any matter which may give rise to a conflict.”

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

“The board of trustees reviewed and approved the compensation package for the administrative manager and support staff. An affiliated fund pays the full salary and benefits for the administrative manger and support staff, with such compensation allocated to affiliated entities, including this fund, 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.”

Form 990, Part VII

“The administrative manager receives compensation and benefits from an unrelated benefit fund. Such expense is allocated in part to this fund under a cost sharing agreement.”

Filing and Contact Details

Filer

Filer Name
Iron Workers District Council of
EIN
16-1550492
Phone
5854243510
Address
3445 WINTON PLACE SUITE 238, ROCHESTER, NY 14623

Signing Officer

Name
Suzanne Ranelli
Title
Admin. Manager
Phone
5854243510
Signed
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Ranelli
Formed
1998
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0

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

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 tax 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. The plan management believes that the plan is no longer subject to income tax examination for years prior to june 30, 2016.”

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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/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 TAX 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. THE PLAN MANAGEMENT BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO JUNE 30, 2016.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HL STEPHENSON 8 KING ROAD CHURCHVILLE, NY 14428 SCOTT GARDNER 650 TRABOLD ROAD ROCHESTER, NY 14624 KELLY GILLIGAN 7819 STATE ROUTES 5 & 20 BLOOMFIELD, NY 14469 THOMAS P. THOMAS 10 MAIN STREET, SUITE 100 WHITESBORO, NY 13492 SCOTT BRYDGES 412 39TH STREET NIAGARA FALLS, NY 14303 TOM DICKEY 5285 UPPER MT. ROAD LOCKPORT, NY 14094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS CIRULATED TO ALL BOARD OF TRUSTEES VIA E-MAIL. CONFIRMATION OF APPROVAL IS RECEIVED PRIOR TO FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN 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 PLAN AND TO DIVULGE IMMEDIATELY ANY MATTER WHICH MAY GIVE RISE TO A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES REVIEWED AND APPROVED THE COMPENSATION PACKAGE FOR THE ADMINISTRATIVE MANAGER AND SUPPORT STAFF. AN AFFILIATED FUND PAYS THE FULL SALARY AND BENEFITS FOR THE ADMINISTRATIVE MANGER AND SUPPORT STAFF, WITH SUCH COMPENSATION ALLOCATED TO AFFILIATED ENTITIES, INCLUDING THIS FUND, 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/ExplanationTxt5THE ADMINISTRATIVE MANAGER RECEIVES COMPENSATION AND BENEFITS FROM AN UNRELATED BENEFIT FUND. SUCH EXPENSE IS ALLOCATED IN PART TO THIS FUND UNDER A COST SHARING AGREEMENT.
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 VII
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IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt0596176
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ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,328,838
Liabilities
$59,037
Net assets
$8,269,801
Revenue
$856,221
Expenses
$799,384
Net income
$56,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.37$0.08$9.29$1.42$0.90$0.52
2024Detailed filing. Detailed filing data is available for this year.$8.98$0.13$8.85$0.77$0.98$0.22
2023Detailed filing. Detailed filing data is available for this year.$8.67$0.04$8.63$0.43$0.96$0.53
2022Detailed filing. Detailed filing data is available for this year.$8.85$0.03$8.82$1.58$0.86$0.72
2021Detailed filing. Detailed filing data is available for this year.$10.2$0.04$10.2$1.25$0.80$0.45
2020Detailed filing. Detailed filing data is available for this year.$8.75$0.05$8.71$1.35$0.73$0.62
2019Detailed filing. Detailed filing data is available for this year.$8.33$0.06$8.27$0.86$0.80$0.06
2019Detailed filing. Detailed filing data is available for this year.$8.33$0.17$8.15$0.86$0.81$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.90$0.02$7.88$1.08$0.84$0.24
2016Detailed filing. Detailed filing data is available for this year.$7.62$0.30$7.32$0.28$0.56$0.28
2015Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.96$0.54$0.61$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.34$0.02$5.32$0.91$0.60$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.27$4.76$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.02$4.36$0.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.51$0.05$4.47$0.79