Civic Intelligence

Uswu Local 74 Welfare Fund Local 74 Welfare Fund

EIN 13-1912506 • 501(c)9 • Long Island City, NY

Profile

To provide health and welfare benefits to members.

36-36 33rd Street Suite 202Long Island City, NY 11106

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.03x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

17th percentile

-6.3%

Higher net margin than 17% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$398,818

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

48th percentile

6.3%

Faster asset growth than 48% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

7.0%

Faster revenue growth than 54% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$112,700,958

Up $6,703,967 (+6.3%) from 2023

Liabilities

Up

$3,659,437

Up $464,435 (+15%) from 2023

Net Assets

Up

$109,041,521

Up $6,239,532 (+6.1%) from 2023

Revenue

Up

$41,129,937

Up $2,672,809 (+7.0%) from 2023

Expenses

Up

$43,729,414

Up $8,713,857 (+25%) from 2023

Net Income

Down

-$2,599,477

Down $6,041,048 (-176%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $28,442,413Liabilities 2010: $4,685,018Net Assets 2010: $23,757,3952010Assets 2011: $26,002,513Liabilities 2011: $5,064,256Net Assets 2011: $20,938,2572011Assets 2012: $26,472,142Liabilities 2012: $5,932,636Net Assets 2012: $20,539,5062012Assets 2013: $30,629,776Liabilities 2013: $5,277,859Net Assets 2013: $25,351,9172013Assets 2014: $33,473,833Liabilities 2014: $5,748,679Net Assets 2014: $27,725,1542014Assets 2015: $36,657,124Liabilities 2015: $5,571,214Net Assets 2015: $31,085,9102015Assets 2016: $47,645,050Liabilities 2016: $4,624,767Net Assets 2016: $43,020,2832016Assets 2017: $60,889,668Liabilities 2017: $5,096,515Net Assets 2017: $55,793,1532017Assets 2018: $62,045,685Liabilities 2018: $4,424,143Net Assets 2018: $57,621,5422018Assets 2019: $77,070,528Liabilities 2019: $5,866,959Net Assets 2019: $71,203,5692019Assets 2020: $88,359,236Liabilities 2020: $4,438,555Net Assets 2020: $83,920,6812020Assets 2021: $102,929,420Liabilities 2021: $4,634,019Net Assets 2021: $98,295,4012021Assets 2022: $91,790,896Liabilities 2022: $2,614,698Net Assets 2022: $89,176,1982022Assets 2023: $105,996,991Liabilities 2023: $3,195,002Net Assets 2023: $102,801,9892023Assets 2024: $112,700,958Liabilities 2024: $3,659,437Net Assets 2024: $109,041,5212024

Highlighted filing

2024

Assets$112,700,958
Liabilities$3,659,437
Net Assets$109,041,521

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: -$9,577,2442010Expenses 2011: $44,137,2522011Expenses 2012: $45,287,8222012Revenue 2013: $53,060,685Expenses 2013: $47,789,590Net Income 2013: $5,271,0952013Revenue 2014: $49,920,933Expenses 2014: $49,284,662Net Income 2014: $636,2712014Revenue 2015: $47,767,417Expenses 2015: $44,300,783Net Income 2015: $3,466,6342015Revenue 2016: $50,380,185Expenses 2016: $40,883,445Net Income 2016: $9,496,7402016Revenue 2017: $47,365,178Expenses 2017: $38,269,278Net Income 2017: $9,095,9002017Revenue 2018: $40,470,479Expenses 2018: $37,074,420Net Income 2018: $3,396,0592018Revenue 2019: $40,675,146Expenses 2019: $33,980,271Net Income 2019: $6,694,8752019Revenue 2020: $39,714,610Expenses 2020: $34,854,482Net Income 2020: $4,860,1282020Revenue 2021: $40,795,163Expenses 2021: $35,479,050Net Income 2021: $5,316,1132021Revenue 2022: $39,523,146Expenses 2022: $37,304,789Net Income 2022: $2,218,3572022Revenue 2023: $38,457,128Expenses 2023: $35,015,557Net Income 2023: $3,441,5712023Revenue 2024: $41,129,937Expenses 2024: $43,729,414Net Income 2024: -$2,599,4772024

Highlighted filing

2024

Revenue$41,129,937
Expenses$43,729,414
Net Income-$2,599,477

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$3.66$109$41.1$43.7$2.60
2023Detailed filing. Detailed filing data is available for this year.$106$3.20$103$38.5$35.0$3.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.8$2.61$89.2$39.5$37.3$2.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$4.63$98.3$40.8$35.5$5.32
2020Detailed filing. Detailed filing data is available for this year.$88.4$4.44$83.9$39.7$34.9$4.86
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$77.1$5.87$71.2$40.7$34.0$6.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.0$4.42$57.6$40.5$37.1$3.40
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.9$5.10$55.8$47.4$38.3$9.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.6$4.62$43.0$50.4$40.9$9.50
2015Detailed filing. Detailed filing data is available for this year.$36.7$5.57$31.1$47.8$44.3$3.47
2014Detailed filing. Detailed filing data is available for this year.$33.5$5.75$27.7$49.9$49.3$0.64
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$30.6$5.28$25.4$53.1$47.8$5.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$5.93$20.5$45.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$5.06$20.9$44.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.4$4.69$23.8$9.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$52,801,958
Mission and Program Overview

Mission

To provide health and welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$100,570,945$107,026,883▲ $6,455,938
Accounts Receivable$3,404,896$3,538,672▲ $133,776
Cash and Non-Interest-Bearing Accounts$1,875,983$1,685,981▼ $190,002
Prepaid Expenses and Deferred Charges$100,009$63,118▼ $36,891
Land, Buildings, and Equipment, Net$5,077$2,191▼ $2,886
Total Assets$105,996,991$112,700,958▲ $6,703,967
Other Assets Total$40,081$384,113▲ $344,032
Liabilities
Other Liabilities$3,039,460$3,525,483▲ $486,023
Accounts Payable and Accrued Expenses$155,542$133,954▼ $21,588
Total Liabilities$3,195,002$3,659,437▲ $464,435
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$102,801,989$109,041,521▲ $6,239,532
Total Net Assets Fund Balance$102,801,989$109,041,521▲ $6,239,532
Total Liabilities and Net Assets / Fund Balance$105,996,991$112,700,958▲ $6,703,967

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,191$621,439$623,630
Other Securities$7,565,671--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Zachary HarkinFund AdministratorPT$202,049$25,070$227,119
Maryann FalceBenefits CoordinatorFT$103,849$30,449$134,298
Jonathan RosarioTrustee--$94,680$94,680
Gary HahnAccountantPT$40,158$6,076$46,234

Board Members and Trustees

NameTitle
Ed ClevengerTrustee
Jeffrey MillerTrustee
Sal AlladeenTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Fuiman MogilaLegal Services5 PENNSYLVANIA PLAZA 23RD FLOOR, New York, NY 10001$303,606
Littler Mendelson PCLegal Services2301 MCGEE STREET 8TH FL, Kansas City, MO 64108$190,736
Bridgeway Benefits TechnologiesSoftware Services3000 S LENOLA ROAD, Maple Shade, NJ 05052$114,946
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$36,170,293
Investment Income
$4,233,048
Other Revenue
$726,596
Change in Net Assets
$-2,599,477

Audited Revenue Reconciliation

Revenue per Audited Statements
$40,007,828
Revenue Not Reported on Financial Statements
$1,122,109
Revenue Not Reported on Form 990
$9,056,507
Other Revenue Adjustments
$726,596
Total Revenue per Audited Statements
$49,064,335
Total Revenue per Form 990
$41,129,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,749,175
Salaries, Compensation, and Employee Benefits$772,023
Grants and Similar Amounts Paid$37,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$41,170,716
Fees for Services Legal---$564,744
Fees for Service Investment Mgmnt Fees---$395,513
Other Salaries and Wages---$358,733
Current Officers, Directors, Trustees, and Key Employees---$227,119
Insurance---$136,377
Fees for Services Other---$132,302
Pension Plan Contributions---$96,224
Fees for Services Accounting---$92,544
Occupancy---$78,111
Office Expenses---$66,302
Other Employee Benefits---$55,096
Grants to Domestic Individuals---$37,500
Payroll Taxes---$34,851
Conferences and Meetings---$34,373
Travel---$14,500
Other Expenses---$10,155
Depreciation Depletion---$2,886
Total Functional Expenses$0$0$0$43,729,414

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$43,729,414
Expenses per Audited Statements$42,607,305
Total Expenses per Audited Statements$42,607,305
Expenses Not Reported on Financial Statements$1,122,109
Other Expense Adjustments$726,596
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$3,027,000
Present Value of Lease Obligations Long Term$350,254
Due to Related Entities$97,410
Present Value of Lease Obligations Short Term$50,819
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization's policy requires the signatory board member to review the irs form 990 that is prepared on the organization's behalf before it is filled with the irs. This means of delivery shall be electronic.

Form 990, Part VI, Section B, Line 12C

Discussed in quarterly board meetings.

Form 990, Part VI, Section B, Line 15B

The compensation of the organization's plan administrator is determined by the plan's board of trustees.

Form 990, Part VI, Section C, Line 19

It is the organization's policy to fully comply with the federal public disclosure requirements with respect to the irs form 990, governing documents, conflict of interest policy and financial statements. Our organizaiton will fulfill all requests for the forms made in writing or in person, or some combination of those avenues in order to comply with the federal public disclosure requirements.

Filing and Contact Details

Filer

Filer Name
Uswu Local 74 Welfare Fund
EIN
13-1912506
Phone
7187297400
Address
36-36 33RD STREET SUITE 202, LONG ISLAND CITY, NY 11106

Signing Officer

Name
Sal Alladeen
Title
Trustee
Phone
7187297400
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sal Alladeen
Formed
1962
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
9
Volunteers
0

Preparer

Firm
Fitzsimmons Abrams Llp
Address
7600 JERICHO TPKE, WOODBURY, NY 11797
Preparer
David Fitzsimmons
Phone
5166820100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in benefit obligation -217,500.

Financial Statement Notes

PART X, LINE 2:

The internal revenue service has ruled that the fund is an exempt organization under section 501 (c) (9) of the internal revenue code and is therefore not subject to federal income taxes. The fund is required to operate in conformity with the irc to maintain its qualification. The board is not aware of any course of action or series of events that have occurred that might adversely affect the fund's qualified status. Accounting principles generally accepted in the united states of america requires fund management to evaluate tax positions taken by the fund and 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 irs. The fund's management has analyzed the tax positions taken by the fund, and has concluded that at december 31, 2023, there are no uncertain 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; however, there are currently no audits for any tax periods in progress. The fund administrator believes it is no longer subject to income tax examinations for years prior to 2021.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Stop loss refunds 726,596.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Stop loss refunds 726,596.

Raw XML AppendixShowing 400 of 1,202 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt041170716
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IRS990/BooksInCareOfDetail/PhoneNum07187297400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt036-36 33RD STREET ROOM 202
IRS990/BooksInCareOfDetail/USAddress/CityNm0LONG ISLAND CITY
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IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/EOYAmt01685981
IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
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IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2SOFTWARE SERVICES
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm2ED CLEVENGER
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IRS990/Form990PartVIISectionAGrp/PersonNm4ZACHARY HARKIN
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IRS990/Form990PartVIISectionAGrp/PersonNm6GARY HAHN
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BENEFITS COORDINATOR
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt037500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014025508
IRS990/GrossReceiptsAmt052801958
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt0136377
IRS990/InvestmentIncomeGrp/ExclusionAmt01879561
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01879561
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0100570945
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0107026883
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0621439
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05077
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02191
IRS990/LandBldgEquipCostOrOtherBssAmt0623630
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011672021
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0102801989
IRS990/NetAssetsOrFundBalancesEOYAmt0109041521
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02353487
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02353487
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09056507
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0102801989
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0109041521
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt078111
IRS990/OfficeExpensesGrp/TotalAmt066302
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt040081
IRS990/OtherAssetsTotalGrp/EOYAmt0384113
IRS990/OtherChangesInNetAssetsAmt0-217500
IRS990/OtherEmployeeBenefitsGrp/TotalAmt055096
IRS990/OtherExpensesGrp/Desc0DATA PROCESSING
IRS990/OtherExpensesGrp/Desc1EXCISE TAXES AND FEES
IRS990/OtherExpensesGrp/TotalAmt0221368
IRS990/OtherExpensesGrp/TotalAmt110155
IRS990/OtherLiabilitiesGrp/BOYAmt03039460
IRS990/OtherLiabilitiesGrp/EOYAmt03525483
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0STOP LOSS REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0726596
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0726596
IRS990/OtherRevenueTotalAmt0726596
IRS990/OtherSalariesAndWagesGrp/TotalAmt0358733
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt034851
IRS990/PensionPlanContributionsGrp/TotalAmt096224
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0100009
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063118
IRS990/PrincipalOfficerNm0SAL ALLADEEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036140720
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129573
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036140720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129573
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE TRAINING COURSES AND SCHOLARSHIP BENEFITS TO ELIGIBLE MEMBERS OF CONTRIBUTING EMPLOYERS OR THEIR DEPENDENTS (FOR SCHOLARSHIP PURPOSES).
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE MEMBERS OF CONTRIBUTING EMPLOYERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt031923133
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt035000
IRS990/PYInvestmentIncomeAmt01768863
IRS990/PYOtherExpensesAmt02116742
IRS990/PYOtherRevenueAmt0559835
IRS990/PYProgramServiceRevenueAmt036128430
IRS990/PYRevenuesLessExpensesAmt03441571
IRS990/PYSalariesCompEmpBnftPaidAmt0940682
IRS990/PYTotalExpensesAmt035015557
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt038457128
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2599477
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01122109
IRS990ScheduleD/ExpensesSubtotalAmt042607305
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0395513
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0395513
IRS990ScheduleD/NetUnrealizedGainsInvstAmt09056507
IRS990ScheduleD/OtherExpensesNotIncludedAmt0726596
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02191
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0621439
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0623630
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt097410
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13027000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt250819
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3350254
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ENTITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PRESENT VALUE OF LEASE OBLIGATIONS SHORT TERM
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PRESENT VALUE OF LEASE OBLIGATIONS LONG TERM
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0726596
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt027845403
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15481174
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt257986531
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33533414
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt44614690
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt57565671
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PROPERTY FUND LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ALTERNATIVE INVST- LIFE SETTLEMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4REAL ESTATE PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/Desc5ALTERNATIVE INVS - INFRASTRUCTURE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/RevenueNotReportedAmt09056507
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01122109
IRS990ScheduleD/RevenueSubtotalAmt040007828
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND IS AN EXEMPT ORGANIZATION UNDER SECTION 501 (C) (9) OF THE INTERNAL REVENUE CODE AND IS THEREFORE NOT SUBJECT TO FEDERAL INCOME TAXES. THE FUND IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE BOARD IS NOT AWARE OF ANY COURSE OF ACTION OR SERIES OF EVENTS THAT HAVE OCCURRED THAT MIGHT ADVERSELY AFFECT THE FUND'S QUALIFIED STATUS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND 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 IRS. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AT DECEMBER 31, 2023, THERE ARE NO UNCERTAIN 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; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1STOP LOSS REFUNDS 726,596.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2STOP LOSS REFUNDS 726,596.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02191
IRS990ScheduleD/TotalBookValueSecuritiesAmt0107026883
IRS990ScheduleD/TotalExpensesPerForm990Amt043729414
IRS990ScheduleD/TotalLiabilityAmt03525483
IRS990ScheduleD/TotalRevenuePerForm990Amt041129937
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt049064335
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt042607305
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt037500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1202049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt240158
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0339323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1123502
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt293702
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt19215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt22604
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014714
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt15086
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt22946
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt115855
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt23472
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt044781
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt16945
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt27928
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SAL ALLADEEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ZACHARY HARKIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2GARY HAHN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ACCOUNTANT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1227119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt246234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0398818
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1135533
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2104576
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S POLICY REQUIRES THE SIGNATORY BOARD MEMBER TO REVIEW THE IRS FORM 990 THAT IS PREPARED ON THE ORGANIZATION'S BEHALF BEFORE IT IS FILLED WITH THE IRS. THIS MEANS OF DELIVERY SHALL BE ELECTRONIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISCUSSED IN QUARTERLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE ORGANIZATION'S PLAN ADMINISTRATOR IS DETERMINED BY THE PLAN'S BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IT IS THE ORGANIZATION'S POLICY TO FULLY COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS WITH RESPECT TO THE IRS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. OUR ORGANIZAITON WILL FULFILL ALL REQUESTS FOR THE FORMS MADE IN WRITING OR IN PERSON, OR SOME COMBINATION OF THOSE AVENUES IN ORDER TO COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN BENEFIT OBLIGATION -217,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0(ABM) - USP PARKING LLC - MCO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt124-26 EAST 93RD STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2A7A MAINTENANCE ENTERPRISES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ABRAHAM JOSHUA HESCHEL SCHOOL

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