Civic Intelligence

Cement Masons Local No 111 Health & Welfare Fund

990 • Fiscal year 2015 • EIN 16-6095037

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 08, 2016

165 Division StreetNorth Tonawanda, NY 14120

(716) 695-1494

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

Higher debt load relative to assets than 44% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

74th percentile

$74,490

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

67th percentile

7.1%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-1.8%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$4,109,895

Up $273,808 (+7.1%) from 2014

Net Assets

Up

$4,096,945

Up $262,635 (+6.8%) from 2014

Liabilities

Up

$12,950

Up $11,173 (+629%) from 2014

Revenue

Down

$2,410,067

Down $44,370 (-1.8%) from 2014

Expenses

Up

$2,048,440

Up $273,965 (+15%) from 2014

Net Income

Down

$361,627

Down $318,335 (-47%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $1,901,778Liabilities 2010: $237Net Assets 2010: $1,901,5412010Assets 2011: $2,137,003Liabilities 2011: $67Net Assets 2011: $2,136,9362011Assets 2012: $2,642,386Liabilities 2012: $68Net Assets 2012: $2,642,3182012Assets 2013: $2,548,750Liabilities 2013: $4Net Assets 2013: $2,548,7462013Assets 2014: $3,836,087Liabilities 2014: $1,777Net Assets 2014: $3,834,3102014Assets 2015: $4,109,895Liabilities 2015: $12,950Net Assets 2015: $4,096,9452015Assets 2016: $4,556,474Liabilities 2016: $5,150Net Assets 2016: $4,551,3242016Assets 2017: $5,021,719Liabilities 2017: $5,378Net Assets 2017: $5,016,3412017Assets 2018: $5,560,893Liabilities 2018: $4,882Net Assets 2018: $5,556,0112018Assets 2019: $5,752,576Liabilities 2019: $2,450Net Assets 2019: $5,750,1262019Assets 2020: $6,079,661Liabilities 2020: $2,450Net Assets 2020: $6,077,2112020Assets 2021: $7,040,499Liabilities 2021: $2,450Net Assets 2021: $7,038,0492021Assets 2022: $6,764,425Liabilities 2022: $15,620Net Assets 2022: $6,748,8052022Assets 2023: $7,488,452Liabilities 2023: $15,620Net Assets 2023: $7,472,8322023Assets 2024: $8,711,414Liabilities 2024: $8,670Net Assets 2024: $8,702,7442024

Highlighted filing

2015

Assets$4,109,895
Liabilities$12,950
Net Assets$4,096,945

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $1,689,7922010Revenue 2011: $1,986,077Expenses 2011: $1,791,199Net Income 2011: $194,8782011Expenses 2012: $1,803,1122012Expenses 2013: $1,948,6342013Revenue 2014: $2,454,437Expenses 2014: $1,774,475Net Income 2014: $679,9622014Revenue 2015: $2,410,067Expenses 2015: $2,048,440Net Income 2015: $361,6272015Revenue 2016: $2,409,352Expenses 2016: $2,013,322Net Income 2016: $396,0302016Revenue 2017: $2,231,129Expenses 2017: $2,012,029Net Income 2017: $219,1002017Revenue 2018: $2,704,580Expenses 2018: $2,143,350Net Income 2018: $561,2302018Revenue 2019: $2,668,214Expenses 2019: $2,209,910Net Income 2019: $458,3042019Revenue 2020: $2,665,773Expenses 2020: $2,271,955Net Income 2020: $393,8182020Revenue 2021: $2,687,381Expenses 2021: $2,156,999Net Income 2021: $530,3822021Revenue 2022: $3,056,230Expenses 2022: $2,273,777Net Income 2022: $782,4532022Revenue 2023: $2,971,492Expenses 2023: $2,362,317Net Income 2023: $609,1752023Revenue 2024: $2,927,669Expenses 2024: $2,296,788Net Income 2024: $630,8812024

Highlighted filing

2015

Revenue$2,410,067
Expenses$2,048,440
Net Income$361,627
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 8, 2016
Return Version
2014v6.0
Gross Receipts
$2,933,228
Mission and Program Overview

Mission

To provide health and welfare benefits to members of cement masons local no. 111

To provide health and welfare benefits to members of cement masons local 111.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,834,310$4,096,945▲ $262,635
Investments in Publicly Traded Securities$2,834,303$3,094,048▲ $259,745
Accounts Receivable$701,669$602,573▼ $99,096
Cash and Non-Interest-Bearing Accounts$299,902$413,061▲ $113,159
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,836,087$4,109,895▲ $273,808
Other Assets Total$213$213→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,777$12,950▲ $11,173
Total Liabilities$1,777$12,950▲ $11,173
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,834,310$4,096,945▲ $262,635
Total Liabilities and Net Assets / Fund Balance$3,836,087$4,109,895▲ $273,808
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Charles LocurtoFund AdministratorPT$74,490$74,490

Board Members and Trustees

NameTitle
Angelo MassaroContractor Trustee
Don SmithContractor Trustee
James LoganContractor Trustee
Anthony LocurtoUnion Trustee
David SabudaUnion Trustee
Sal NascaUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,253,910
Investment Income
$148,021
Other Revenue
$8,136
Change in Net Assets
$361,627

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,361,011
Revenue Not Reported on Financial Statements
$49,056
Revenue Not Reported on Form 990
$-98,992
Total Revenue per Audited Statements
$2,262,019
Total Revenue per Form 990
$2,410,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,436
Salaries, Compensation, and Employee Benefits$66,360
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,879,644
Other Salaries and Wages---$66,360
Fees for Service Investment Mgmnt Fees---$49,056
Fees for Services Accounting---$29,000
Insurance---$8,015
Fees for Services Legal---$6,098
Occupancy---$3,698
Office Expenses---$3,680
Other Expenses---$273
All Other Expenses---$121
Total Functional Expenses$0$0$0$2,048,440

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,048,440
Expenses per Audited Statements$1,999,384
Total Expenses per Audited Statements$1,999,384
Expenses Not Reported on Financial Statements$49,056
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 A, Line 2

Plan administrator charles locurto is the son of trustee anthony locurto

Form 990, Part VI, Section A, Line 6

Union participants are plan members

Form 990, Part VI, Section A, Line 7A

Members vote for plan administrator and for trustees

Form 990, Part VI, Section B, Line 11

Trustees of the organization review the form

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Cement Masons Local No 111 Health & Welfare Fund
EIN
16-6095037
Phone
7166951494
Address
165 DIVISION STREET, NORTH TONAWANDA, NY 14120

Signing Officer

Name
Charles Locurto
Title
Plan Administrator
Phone
7166951494
Signed
2016-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Locurto
Formed
1967
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Efpr Group Cpas Pllc
Address
6390 MAIN STREET SUITE 200, WILLIAMSVILLE, NY 14221
Preparer
JOHN T O'BRIEN
Phone
7166340700
Supplemental Narrative

Additional Explanations

Form 990. Part XII, Line 2C

No changes have taken place during the fiscal year ended august 31, 2015.

Financial Statement Notes

PART X, LINE 2:

For employee benefit plans, their tax-exempt status itself is deemed to be an uncertainty, since events could potentially occur to jeopardize their tax-exempt status. As of august 31, 2015, the fund does not have a liability for unrecognized tax benefits. The plan files a return of organization exempt from income tax (form 990) and the annual return/report of employee benefit plan (form 5500) in the u.s. Federal jurisdiction.

Raw XML Appendix375 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/BOYAmt01777
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012950
IRS990/AccountsReceivableGrp/BOYAmt0701669
IRS990/AccountsReceivableGrp/EOYAmt0602573
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF CEMENT MASONS LOCAL 111.
IRS990/AllOtherExpensesGrp/TotalAmt0121
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01879644
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANTHONY LOCURTO
IRS990/BooksInCareOfDetail/PhoneNum07166951494
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0165 DIVISION AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH TONAWANDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014120
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0299902
IRS990/CashNonInterestBearingGrp/EOYAmt0413061
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01879644
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0148021
IRS990/CYOtherExpensesAmt0102436
IRS990/CYOtherRevenueAmt08136
IRS990/CYProgramServiceRevenueAmt02253910
IRS990/CYRevenuesLessExpensesAmt0361627
IRS990/CYSalariesCompEmpBnftPaidAmt066360
IRS990/CYTotalExpensesAmt02048440
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02410067
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF CEMENT MASONS LOCAL 111.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt029000
IRS990/FeesForServicesLegalGrp/TotalAmt06098
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt049056
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt620.00
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/AverageHoursPerWeekRt620.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt63250
IRS990/Form990PartVIISectionAGrp/PersonNm0ANTHONY LOCURTO
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID SABUDA
IRS990/Form990PartVIISectionAGrp/PersonNm2SAL NASCA
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4ANGELO MASSARO
IRS990/Form990PartVIISectionAGrp/PersonNm5DON SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES LOCURTO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt671240
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CONTRACTOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CONTRACTOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CONTRACTOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt084698
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0607859
IRS990/GrossReceiptsAmt02933228
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt08015
IRS990/InvestmentIncomeGrp/ExclusionAmt063323
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063323
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02834303
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03094048
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0523161
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF CEMENT MASONS LOCAL 111.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03834310
IRS990/NetAssetsOrFundBalancesEOYAmt04096945
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt084698
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt084698
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-98992
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt03698
IRS990/OfficeExpensesGrp/TotalAmt03680
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0213
IRS990/OtherAssetsTotalGrp/EOYAmt0213
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0AUTO EXPENSES
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/TotalAmt01073
IRS990/OtherExpensesGrp/TotalAmt11001
IRS990/OtherExpensesGrp/TotalAmt2421
IRS990/OtherExpensesGrp/TotalAmt3273
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08136
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08136
IRS990/OtherRevenueTotalAmt08136
IRS990/OtherSalariesAndWagesGrp/TotalAmt066360
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARLES LOCURTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02253910
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02253910
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01614453
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt070992
IRS990/PYOtherExpensesAmt093589
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02393445
IRS990/PYRevenuesLessExpensesAmt0689962
IRS990/PYSalariesCompEmpBnftPaidAmt066433
IRS990/PYTotalExpensesAmt01774475
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02464437
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0361627
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03834310
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04096945
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt049056
IRS990ScheduleD/ExpensesSubtotalAmt01999384
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt049056
IRS990ScheduleD/InvestmentExpensesNotIncldAmt049056
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-98992
IRS990ScheduleD/RevenueNotReportedAmt0-98992
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt049056
IRS990ScheduleD/RevenueSubtotalAmt02361011
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR EMPLOYEE BENEFIT PLANS, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF AUGUST 31, 2015, THE FUND DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE PLAN FILES A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) AND THE ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN (FORM 5500) IN THE U.S. FEDERAL JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02048440
IRS990ScheduleD/TotalRevenuePerForm990Amt02410067
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02262019
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01999384
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PLAN ADMINISTRATOR CHARLES LOCURTO IS THE SON OF TRUSTEE ANTHONY LOCURTO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION PARTICIPANTS ARE PLAN MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS VOTE FOR PLAN ADMINISTRATOR AND FOR TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES OF THE ORGANIZATION REVIEW THE FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES HAVE TAKEN PLACE DURING THE FISCAL YEAR ENDED AUGUST 31, 2015.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/DisregardedEntityName/BusinessNameLine1Txt0CEMENT MASONS LOCAL 111 PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CEMENT MASONS LOCAL 111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0160988061
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1161477284
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE PENSION BENEFITS TO MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1REPRESENT UNION MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0165 DIVISION ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1165 DIVISION ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NTONAWANDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NTONAWANDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114120
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt075012
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST SHARE AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CEMENT MASONS LOCAL 111 PENSION PLAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03836087
IRS990/TotalAssetsEOYAmt04109895
IRS990/TotalAssetsGrp/BOYAmt03836087
IRS990/TotalAssetsGrp/EOYAmt04109895
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02048440
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01777
IRS990/TotalLiabilitiesEOYAmt012950
IRS990/TotalLiabilitiesGrp/BOYAmt01777
IRS990/TotalLiabilitiesGrp/EOYAmt012950
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03834310
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04096945
IRS990/TotalOtherCompensationAmt03250
IRS990/TotalProgramServiceRevenueAmt02253910
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0148021
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02262046
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02410067
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03836087
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04109895
IRS990/TotReportableCompRltdOrgAmt071240
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0165 DIVISION STREET
IRS990/USAddress/CityNm0NORTH TONAWANDA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014120
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES LOCURTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07166951494
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CEMENT MASONS LOCAL NO 111 HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CEME
ReturnHeader/Filer/EIN0166095037
ReturnHeader/Filer/PhoneNum07166951494
ReturnHeader/Filer/USAddress/AddressLine1Txt0165 DIVISION STREET
ReturnHeader/Filer/USAddress/CityNm0NORTH TONAWANDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014120
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474526160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EFPR GROUP CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06390 MAIN STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07166340700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T O'BRIEN
ReturnHeader/ReturnTs02016-07-08T12:02:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.71$0.01$8.70$2.93$2.30$0.63
2023Detailed filing. Detailed filing data is available for this year.$7.49$0.02$7.47$2.97$2.36$0.61
2022Detailed filing. Detailed filing data is available for this year.$6.76$0.02$6.75$3.06$2.27$0.78
2021Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$2.69$2.16$0.53
2020Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$2.67$2.27$0.39
2019Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$2.67$2.21$0.46
2018Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$2.70$2.14$0.56
2017Detailed filing. Detailed filing data is available for this year.$5.02$0.01$5.02$2.23$2.01$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.56$0.01$4.55$2.41$2.01$0.40
2015Detailed filing. Detailed filing data is available for this year.$4.11$0.01$4.10$2.41$2.05$0.36
2014Summary only. Only limited summary data is available for this year.$3.84$0.00$3.83$2.45$1.77$0.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$1.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.00$2.64$1.80
2011Summary only. Only limited summary data is available for this year.$2.14$0.00$2.14$1.99$1.79$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$1.69