Civic Intelligence

Cement Masons Local No 111 Health & Welfare Fund

990 • Fiscal year 2017 • EIN 16-6095037

Sep 01, 2016 to Aug 31, 2017 • Filed on Jun 22, 2018

111 Wales AvenueTonawanda, NY 14150

(716) 695-1494

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

60th percentile

9.8%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$75,990

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

59th percentile

10%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-7.4%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

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

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

2017

Assets$5,021,719
Liabilities$5,378
Net Assets$5,016,341

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

2017

Revenue$2,231,129
Expenses$2,012,029
Net Income$219,100
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jun 22, 2018
Return Version
2016v3.0
Gross Receipts
$3,296,805
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Charles LocurtoFund AdministratorPT$75,990$75,990

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
$2,119,994
Investment Income
$111,135
Other Revenue
$0
Change in Net Assets
$219,100

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,170,673
Revenue Not Reported on Financial Statements
$60,456
Revenue Not Reported on Form 990
$245,917
Total Revenue per Audited Statements
$2,416,590
Total Revenue per Form 990
$2,231,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
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
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 11B

Trustees of the organization review the form 990.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Cement Masons Local No 111
EIN
16-6095037
Phone
7166951494
Address
111 WALES AVENUE, TONAWANDA, NY 14150

Signing Officer

Name
Charles Locurto
Title
Plan Administrator
Phone
7166951494
Signed
2018-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Locurto
Formed
1967
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
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, 2017.

Financial Statement Notes

PART X, LINE 2:

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.

Raw XML Appendix384 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02012029
IRS990ScheduleD/TotalRevenuePerForm990Amt02231129
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02416590
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01951573
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 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES HAVE TAKEN PLACE DURING THE FISCAL YEAR ENDED AUGUST 31, 2017.
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 11B
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/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CEMENT MASONS LOCAL NO 111 PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CEMENT MASONS LOCAL NO 111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0160988061
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1161477284
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE PENSION BENEFITS TO MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1REPRESENT UNION MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0111 WALES AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1165 DIVISION STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TONAWANDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1TONAWANDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114150
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0100539
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt180387
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST SHARE AGREEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1REIMBURSED WAGES & BENEFITS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CEMENT MASONS LOCAL NO 111 PENSION PLAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CEMENT MASONS LOCAL NO 111
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04556474
IRS990/TotalAssetsEOYAmt05021719
IRS990/TotalAssetsGrp/BOYAmt04556474
IRS990/TotalAssetsGrp/EOYAmt05021719
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02012029
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05150
IRS990/TotalLiabilitiesEOYAmt05378
IRS990/TotalLiabilitiesGrp/BOYAmt05150
IRS990/TotalLiabilitiesGrp/EOYAmt05378
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04551324
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05016341
IRS990/TotalOtherCompensationAmt03380
IRS990/TotalProgramServiceExpensesAmt02012029
IRS990/TotalProgramServiceRevenueAmt02119994
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0111135
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02119994
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02231129
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04556474
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05021719
IRS990/TotReportableCompRltdOrgAmt072610
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 WALES AVENUE
IRS990/USAddress/CityNm0TONAWANDA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014150
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES LOCURTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07166951494
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CEMENT MASONS LOCAL NO 111
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CEME
ReturnHeader/Filer/EIN0166095037
ReturnHeader/Filer/PhoneNum07166951494
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 WALES AVENUE
ReturnHeader/Filer/USAddress/CityNm0TONAWANDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014150
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DEBE634F6277D34F37D5285304EC37F0242BB604
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E4E20AF140A83CF1A4CBFC9435B7D9A91C52A5E5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-06-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:44:24
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/PreparationDt02018-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T O'BRIEN
ReturnHeader/ReturnTs02018-06-22T13:44:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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