Liabilities / Assets
28th percentile
Higher debt load relative to assets than 28% of similar nonprofits.
990 • Fiscal year 2017 • EIN 16-6095037
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
28th percentile
Higher debt load relative to assets than 28% of similar nonprofits.
Liabilities / Revenue
31st percentile
Higher debt load relative to revenue than 31% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 3.4% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Assets
Up$5,021,719
Up $465,245 (+10%) from 2016
Net Assets
Up$5,016,341
Up $465,017 (+10%) from 2016
Liabilities
Up$5,378
Up $228 (+4.4%) from 2016
Revenue
Down$2,231,129
Down $178,223 (-7.4%) from 2016
Expenses
Down$2,012,029
Down $1,293 (-0.1%) from 2016
Net Income
Down$219,100
Down $176,930 (-45%) from 2016
To provide health and welfare benefits to members of cement masons local no. 111
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $4,551,324 | $5,016,341 | ▲ $465,017 |
| Investments in Publicly Traded Securities | $3,838,546 | $4,265,416 | ▲ $426,870 |
| Accounts Receivable | $462,375 | $501,373 | ▲ $38,998 |
| Cash and Non-Interest-Bearing Accounts | $255,340 | $254,717 | ▼ $623 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $4,556,474 | $5,021,719 | ▲ $465,245 |
| Other Assets Total | $213 | $213 | → $0 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $5,150 | $5,378 | ▲ $228 |
| Total Liabilities | $5,150 | $5,378 | ▲ $228 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $4,551,324 | $5,016,341 | ▲ $465,017 |
| Total Liabilities and Net Assets / Fund Balance | $4,556,474 | $5,021,719 | ▲ $465,245 |
| Name | Title | Full / Part Time | Other | Total |
|---|---|---|---|---|
| Charles Locurto | Fund Administrator | PT | $75,990 | $75,990 |
| Name | Title |
|---|---|
| Angelo Massaro | Contractor Trustee |
| Don Smith | Contractor Trustee |
| James Logan | Contractor Trustee |
| Anthony Locurto | Union Trustee |
| David Sabuda | Union Trustee |
| Sal Nasca | Union Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $112,045 |
| Salaries, Compensation, and Employee Benefits | $84,086 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $1,815,898 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $60,456 |
| Other Salaries and Wages | - | - | - | $52,853 |
| Other Employee Benefits | - | - | - | $20,650 |
| Fees for Services Accounting | - | - | - | $12,685 |
| Insurance | - | - | - | $11,845 |
| Occupancy | - | - | - | $8,876 |
| Office Expenses | - | - | - | $7,577 |
| Pension Plan Contributions | - | - | - | $6,540 |
| Fees for Services Legal | - | - | - | $4,056 |
| Payroll Taxes | - | - | - | $4,043 |
| Other Expenses | - | - | - | $2,018 |
| Total Functional Expenses | $0 | $0 | $0 | $2,012,029 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $2,012,029 |
| Expenses per Audited Statements | $1,951,573 |
| Total Expenses per Audited Statements | $1,951,573 |
| Expenses Not Reported on Financial Statements | $60,456 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Plan administrator charles locurto is the son of trustee anthony locurto.”
“Union participants are plan members.”
“Members vote for plan administrator and for trustees.”
“Trustees of the organization review the form 990.”
“AVAILABLE UPON REQUEST.”
“No changes have taken place during the fiscal year ended august 31, 2017.”
“The trust established under the fund to hold the fund's assets obtained its original determination letter in august 1968, in which the internal revenue service (irs) stated the trust, as then designed, was in compliance with the applicable requirements of the internal revenue code (irc). The trust has been amended since receiving the determination letter. However, the fund administrator and the fund's tax counsel believe the trust is currently designed and being operated in compliance with the applicable requirements of the irc. Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and to recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The fund administrator has analyzed the tax positions taken by the fund, and has concluded as of august 31, 2017 that there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions and the department of labor; however, there are currently no audits for any tax periods in progress.”
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 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5150 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 5378 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 462375 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 501373 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF CEMENT MASONS LOCAL NO. 111 |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 1815898 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CHARLES LOCURTO |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7166951494 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 111 WALES AVENUE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | TONAWANDA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14150 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 255340 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 254717 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 1815898 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 111135 |
| IRS990/CYOtherExpensesAmt | 0 | 112045 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2119994 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 219100 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 84086 |
| IRS990/CYTotalExpensesAmt | 0 | 2012029 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2231129 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF CEMENT MASONS LOCAL NO. 111 |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 2012029 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 12685 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 4056 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 60456 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 20.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 20.00 |
| 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 | 3380 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ANTHONY LOCURTO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DAVID SABUDA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SAL NASCA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JAMES LOGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ANGELO MASSARO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DON SMITH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | CHARLES LOCURTO |
| 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 | 72610 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CONTRACTOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | CONTRACTOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | CONTRACTOR TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | FUND ADMINISTRATOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1967 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 11732 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1077408 |
| IRS990/GrossReceiptsAmt | 0 | 3296805 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 11845 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 99403 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 99403 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 3838546 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4265416 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1065676 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF CEMENT MASONS LOCAL NO. 111 |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4551324 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5016341 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 11732 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 11732 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 245917 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 8876 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 7577 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 213 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 213 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 20650 |
| IRS990/OtherExpensesGrp/Desc | 0 | AUTO EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4532 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2018 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 52853 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 4043 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 6540 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | CHARLES LOCURTO |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525120 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525120 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2113490 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 6504 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2113490 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 6504 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 1851187 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 205457 |
| IRS990/PYOtherExpensesAmt | 0 | 91545 |
| IRS990/PYOtherRevenueAmt | 0 | 8785 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2195110 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 396030 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 70590 |
| IRS990/PYTotalExpensesAmt | 0 | 2013322 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 2409352 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 219100 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 2119994 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 4551324 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 5016341 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 60456 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 1951573 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 60456 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 60456 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 245917 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 245917 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 60456 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 2170673 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS OBTAINED ITS ORIGINAL DETERMINATION LETTER IN AUGUST 1968, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC). THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE FUND ADMINISTRATOR AND THE FUND'S TAX COUNSEL BELIEVE THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED AS OF AUGUST 31, 2017 THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS AND THE DEPARTMENT OF LABOR; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 2012029 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 2231129 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 2416590 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 1951573 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PLAN ADMINISTRATOR CHARLES LOCURTO IS THE SON OF TRUSTEE ANTHONY LOCURTO. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNION PARTICIPANTS ARE PLAN MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MEMBERS VOTE FOR PLAN ADMINISTRATOR AND FOR TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TRUSTEES OF THE ORGANIZATION REVIEW THE FORM 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | NO CHANGES HAVE TAKEN PLACE DURING THE FISCAL YEAR ENDED AUGUST 31, 2017. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XII, LINE 2C: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | CEMENT MASONS LOCAL NO 111 PENSION PLAN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | CEMENT MASONS LOCAL NO 111 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 160988061 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 161477284 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(9) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501(C)(5) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | PROVIDE PENSION BENEFITS TO MEMBERS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | REPRESENT UNION MEMBERS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 111 WALES AVENUE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 165 DIVISION STREET |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | TONAWANDA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | TONAWANDA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 14150 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 14150 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 100539 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 1 | 80387 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | COST SHARE AGREEMENT |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 1 | REIMBURSED WAGES & BENEFITS |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | CEMENT MASONS LOCAL NO 111 PENSION PLAN |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 1 | CEMENT MASONS LOCAL NO 111 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | P |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 1 | P |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 4556474 |
| IRS990/TotalAssetsEOYAmt | 0 | 5021719 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4556474 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 5021719 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 2012029 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 5150 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 5378 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 5150 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 5378 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 4551324 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 5016341 |
| IRS990/TotalOtherCompensationAmt | 0 | 3380 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 2012029 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2119994 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 111135 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2119994 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 2231129 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4556474 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 5021719 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 72610 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 111 WALES AVENUE |
| IRS990/USAddress/CityNm | 0 | TONAWANDA |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/USAddress/ZIPCd | 0 | 14150 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 7 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHARLES LOCURTO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PLAN ADMINISTRATOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7166951494 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-06-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CEMENT MASONS LOCAL NO 111 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | HEALTH & WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CEME |
| ReturnHeader/Filer/EIN | 0 | 166095037 |
| ReturnHeader/Filer/PhoneNum | 0 | 7166951494 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 111 WALES AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TONAWANDA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 14150 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DEBE634F6277D34F37D5285304EC37F0242BB604 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | E4E20AF140A83CF1A4CBFC9435B7D9A91C52A5E5 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 64.88.174.3 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-06-22 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:44:24 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 474526160 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | EFPR GROUP CPAS PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6390 MAIN STREET SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WILLIAMSVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 14221 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7166340700 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-05-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN T O'BRIEN |
| ReturnHeader/ReturnTs | 0 | 2018-06-22T13:44:35-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-08-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.