Liabilities / Assets
4th percentile
Higher debt load relative to assets than 4% of similar nonprofits.
990 • Fiscal year 2015 • EIN 16-1550492
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
4th percentile
Higher debt load relative to assets than 4% of similar nonprofits.
Liabilities / Revenue
6th percentile
Higher debt load relative to revenue than 6% of similar nonprofits.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
12th percentile
Higher top officer pay than 12% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
17th percentile
Faster asset growth than 17% of similar nonprofits.
Revenue Growth
4th percentile
Faster revenue growth than 4% of similar nonprofits.
Assets
Down$4,965,262
Down $372,394 (-7.0%) from 2014
Net Assets
Down$4,956,924
Down $365,575 (-6.9%) from 2014
Liabilities
Down$8,338
Down $6,819 (-45%) from 2014
Revenue
Down$536,943
Down $374,104 (-41%) from 2014
Expenses
Up$605,842
Up $8,691 (+1.5%) from 2014
Net Income
Down-$68,899
Down $382,795 (-122%) from 2014
To provide supplemental health benefits to participating union iron workers.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $5,322,499 | $4,956,924 | ▼ $365,575 |
| Investments in Publicly Traded Securities | $5,082,024 | $4,792,151 | ▼ $289,873 |
| Accounts Receivable | $137,822 | $78,579 | ▼ $59,243 |
| Cash and Non-Interest-Bearing Accounts | $69,811 | $61,390 | ▼ $8,421 |
| Savings and Temporary Cash Investments | $32,462 | $22,781 | ▼ $9,681 |
| Total Assets | $5,337,656 | $4,965,262 | ▼ $372,394 |
| Other Assets Total | $15,537 | $10,361 | ▼ $5,176 |
| Liabilities | |||
| Other Liabilities | $10,342 | $5,491 | ▼ $4,851 |
| Accounts Payable and Accrued Expenses | $4,815 | $2,847 | ▼ $1,968 |
| Total Liabilities | $15,157 | $8,338 | ▼ $6,819 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $5,322,499 | $4,956,924 | ▼ $365,575 |
| Total Liabilities and Net Assets / Fund Balance | $5,337,656 | $4,965,262 | ▼ $372,394 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | - | $8,400 | $8,400 |
| Name | Title |
|---|---|
| Suzanne Ranelli | Admin. Manag |
| Alan Swanson | Labor Truste |
| John Linehan Former | Labor Truste |
| Thomas P Thomas | Labor Truste |
| Gerrett Geartz Former | Management T |
| Hl Stephenson | Management T |
| John Gorczynski | Management T |
| Line Item | Amount |
|---|---|
| Other Expenses | $109,908 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $495,934 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $23,261 |
| Fees for Services Legal | - | - | - | $22,543 |
| Fees for Services Accounting | - | - | - | $17,570 |
| Office Expenses | - | - | - | $1,991 |
| Insurance | - | - | - | $1,102 |
| Other Expenses | - | - | - | $731 |
| Total Functional Expenses | $0 | $0 | $0 | $605,842 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $605,842 |
| Expenses per Audited Statements | $582,581 |
| Total Expenses per Audited Statements | $582,581 |
| Expenses Not Reported on Financial Statements | $23,261 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Affiliated Fund | $5,491 |
“Hl stephenson 8 king road churchville, ny 14428 alan swanson 154 humboldt street rochester, ny 14610 john gorczynski 4522 wetzel road liverpool, ny 13090 thomas p. Thomas 801 varick street utica, ny 13502 gerrett geartz (former) 5140 walmore road sanborn, ny 14132 john linehan (former) 154 humbolt street rochester, ny 14610”
“Form 990 is presented to each trustee for their review prior to filing.”
“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.”
“The chairperson of the board of trustees and a second trustee determine the compensation package for the administrative manager, which is then approved by the full board of trustees.”
“The chairperson of the board of trustees and a second trustee determine the compensation package for any other key employees, which is then approved by the full board of trustees.”
“The organization does not makes its governing documents, conflict of interest policy, and financial statements available to the public.”
“The administrative manager receives compensation and benefits from an unrelated benefit fund which is allocated in part to the fund under a cost sharing agreement.”
“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 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, 2015 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. The plan management believes that the plan is no longer subject to income tax examination for the years prior to june 30, 2012.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 4815 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 2847 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 137822 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 78579 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO PARTICIPATING UNION IRON WORKERS. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 495934 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | SUZANNE RANELLI |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5854243510 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3445 WINTON PLACE SUITE 110 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCHESTER |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14623 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 69811 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 61390 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 495934 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 324042 |
| IRS990/CYOtherExpensesAmt | 0 | 109908 |
| IRS990/CYOtherRevenueAmt | 0 | 162 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 212739 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -68899 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 605842 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 536943 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THE SUPPLEMENTAL FUND PROVIDED HEALTH AND SUPPLEMENTAL INCOME BENEFITS FOR ELIGIBLE PARTICIPANTS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 17570 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 22543 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 23261 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | HL STEPHENSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ALAN SWANSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JOHN GORCZYNSKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | THOMAS P THOMAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | GERRETT GEARTZ FORMER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JOHN LINEHAN FORMER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | SUZANNE RANELLI |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | MANAGEMENT T |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | LABOR TRUSTE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | MANAGEMENT T |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | LABOR TRUSTE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | MANAGEMENT T |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | LABOR TRUSTE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | ADMIN. MANAG |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1998 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 180662 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 4663646 |
| IRS990/GrossReceiptsAmt | 0 | 5019927 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1102 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 143380 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 143380 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5082024 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4792151 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 8400 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 8400 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 4482984 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO PARTICIPATING UNION IRON WORKERS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5322499 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 4956924 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 180662 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 180662 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -296676 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 1991 |
| IRS990/OfficerMailingAddressInd | 0 | true |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 15537 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 10361 |
| IRS990/OtherExpensesGrp/Desc | 0 | SHARED ADMIN EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 1 | ACA FEES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 42710 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 731 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 10342 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 5491 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | SUNDRY |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 162 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 162 |
| IRS990/OtherRevenueTotalAmt | 0 | 162 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | SUZANNE RANELLI |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 212739 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 212739 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 481695 |
| IRS990/PYInvestmentIncomeAmt | 0 | 408462 |
| IRS990/PYOtherExpensesAmt | 0 | 115456 |
| IRS990/PYOtherRevenueAmt | 0 | 68 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 502517 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 313896 |
| IRS990/PYTotalExpensesAmt | 0 | 597151 |
| IRS990/PYTotalRevenueAmt | 0 | 911047 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -68899 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 5322499 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 4956924 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 32462 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 22781 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 8400 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 8400 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 23261 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 582581 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 23261 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 23261 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -296676 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 5491 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO AFFILIATED FUND |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -296676 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 23261 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 513682 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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 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, 2015 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. THE PLAN MANAGEMENT BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO JUNE 30, 2012. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 605842 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 5491 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 536943 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 217006 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 582581 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | HL STEPHENSON 8 KING ROAD CHURCHVILLE, NY 14428 ALAN SWANSON 154 HUMBOLDT STREET ROCHESTER, NY 14610 JOHN GORCZYNSKI 4522 WETZEL ROAD LIVERPOOL, NY 13090 THOMAS P. THOMAS 801 VARICK STREET UTICA, NY 13502 GERRETT GEARTZ (FORMER) 5140 WALMORE ROAD SANBORN, NY 14132 JOHN LINEHAN (FORMER) 154 HUMBOLT STREET ROCHESTER, NY 14610 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FORM 990 IS PRESENTED TO EACH TRUSTEE FOR THEIR REVIEW PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE CHAIRPERSON OF THE BOARD OF TRUSTEES AND A SECOND TRUSTEE DETERMINE THE COMPENSATION PACKAGE FOR THE ADMINISTRATIVE MANAGER, WHICH IS THEN APPROVED BY THE FULL BOARD OF TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE CHAIRPERSON OF THE BOARD OF TRUSTEES AND A SECOND TRUSTEE DETERMINE THE COMPENSATION PACKAGE FOR ANY OTHER KEY EMPLOYEES, WHICH IS THEN APPROVED BY THE FULL BOARD OF TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION DOES NOT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE ADMINISTRATIVE MANAGER RECEIVES COMPENSATION AND BENEFITS FROM AN UNRELATED BENEFIT FUND WHICH IS ALLOCATED IN PART TO THE FUND UNDER A COST SHARING AGREEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VII |
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| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 5337656 |
| IRS990/TotalAssetsEOYAmt | 0 | 4965262 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 5337656 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 4965262 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 605842 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 15157 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 8338 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 15157 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 8338 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5322499 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 4956924 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 212739 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 324042 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 212901 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 536943 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 5337656 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 4965262 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 3445 WINTON PLACE |
| IRS990/USAddress/CityNm | 0 | ROCHESTER |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/USAddress/ZIPCd | 0 | 14623 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WebsiteAddressTxt | 0 | WWW.IRONWORKERSDCWNY.COM |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SUZANNE RANELLI |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | ADMINISTRATIVE MANAGER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5854243510 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IRON WORKERS LOCAL UNIONS NO 33 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | LOCAL NO 33/440 SUPPLEMENTAL PLAN |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IRON |
| ReturnHeader/Filer/EIN | 0 | 161550492 |
| ReturnHeader/Filer/PhoneNum | 0 | 5854243510 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3445 WINTON PLACE SUITE 238 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ROCHESTER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 14623 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 471793720 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ARCARA ZUCARELLI LENDA & STRAKA CPAS PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5214 MAIN ST STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WILLIAMSVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 14221 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7166342722 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-11-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID ARCARA CPA |
| ReturnHeader/ReturnTs | 0 | 2015-11-16T11:21:55-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.