Civic Intelligence

Licensed Practical Nurses Welfare Fund

990 • Fiscal year 2014 • EIN 13-2623987

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 01, 2015

Organization ProfileWWW.1199SEIU.ORG
PO Box 842New York, NY 10108

(646) 473-6300

Siviq Scores

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

Liabilities / Assets

48th percentile

0.02x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

63rd percentile

0.09x

Higher debt load relative to revenue than 63% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

57th percentile

6.8%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-1.8%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$6,968,332

Up $443,840 (+6.8%) from 2013

Net Assets

Up

$6,817,811

Up $438,895 (+6.9%) from 2013

Liabilities

Up

$150,521

Up $4,945 (+3.4%) from 2013

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin75th percentile

Revenue

Down

$1,641,625

Down $30,498 (-1.8%) from 2013

Expenses

Down

$1,363,850

Down $326,894 (-19%) from 2013

Net Income

Up

$277,775

Up $296,396 (+1592%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,702,194Liabilities 2010: $222,378Net Assets 2010: $6,479,8162010Assets 2011: $6,883,449Liabilities 2011: $183,186Net Assets 2011: $6,700,2632011Assets 2012: $6,883,163Liabilities 2012: $216,319Net Assets 2012: $6,666,8442012Assets 2013: $6,524,492Liabilities 2013: $145,576Net Assets 2013: $6,378,9162013Assets 2014: $6,968,332Liabilities 2014: $150,521Net Assets 2014: $6,817,8112014Assets 2015: $6,905,982Liabilities 2015: $187,117Net Assets 2015: $6,718,8652015Assets 2016: $6,873,564Liabilities 2016: $174,818Net Assets 2016: $6,698,7462016Assets 2017: $7,113,095Liabilities 2017: $185,622Net Assets 2017: $6,927,4732017Assets 2018: $6,953,257Liabilities 2018: $146,588Net Assets 2018: $6,806,6692018Assets 2019: $7,210,728Liabilities 2019: $190,085Net Assets 2019: $7,020,6432019Assets 2020: $7,541,549Liabilities 2020: $41,847Net Assets 2020: $7,499,7022020Assets 2021: $7,193,661Liabilities 2021: $28,406Net Assets 2021: $7,165,2552021Assets 2022: $6,221,469Liabilities 2022: $63,471Net Assets 2022: $6,157,9982022Assets 2023: $5,831,552Liabilities 2023: $37,378Net Assets 2023: $5,794,1742023Assets 2024: $5,779,338Liabilities 2024: $33,892Net Assets 2024: $5,745,4462024

Highlighted filing

2014

Assets$6,968,332
Liabilities$150,521
Net Assets$6,817,811
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,795,4152010Expenses 2011: $1,834,6822011Expenses 2012: $1,857,8692012Revenue 2013: $1,672,123Expenses 2013: $1,690,744Net Income 2013: -$18,6212013Revenue 2014: $1,641,625Expenses 2014: $1,363,850Net Income 2014: $277,7752014Revenue 2015: $1,602,278Expenses 2015: $1,576,480Net Income 2015: $25,7982015Revenue 2016: $1,636,180Expenses 2016: $1,658,559Net Income 2016: -$22,3792016Revenue 2017: $1,460,809Expenses 2017: $1,286,757Net Income 2017: $174,0522017Revenue 2018: $1,389,999Expenses 2018: $1,352,220Net Income 2018: $37,7792018Revenue 2019: $1,374,342Expenses 2019: $1,469,708Net Income 2019: -$95,3662019Revenue 2020: $1,267,315Expenses 2020: $1,226,005Net Income 2020: $41,3102020Revenue 2021: $1,178,368Expenses 2021: $1,287,448Net Income 2021: -$109,0802021Revenue 2022: $978,561Expenses 2022: $1,068,670Net Income 2022: -$90,1092022Revenue 2023: $809,549Expenses 2023: $1,299,039Net Income 2023: -$489,4902023Revenue 2024: $1,018,768Expenses 2024: $956,425Net Income 2024: $62,3432024

Highlighted filing

2014

Revenue$1,641,625
Expenses$1,363,850
Net Income$277,775
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 1, 2015
Return Version
2014v5.0
Gross Receipts
$1,641,625
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants

To provide health benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,378,916$6,817,811▲ $438,895
Investments in Publicly Traded Securities$5,456,245$5,778,425▲ $322,180
Cash and Non-Interest-Bearing Accounts$387,966$584,530▲ $196,564
Accounts Receivable$398,942$324,325▼ $74,617
Savings and Temporary Cash Investments$254,750$254,775▲ $25
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,524,492$6,968,332▲ $443,840
Other Assets Total$26,589$26,277▼ $312
Liabilities
Other Liabilities$132,137$133,491▲ $1,354
Accounts Payable and Accrued Expenses$13,439$17,030▲ $3,591
Total Liabilities$145,576$150,521▲ $4,945
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,378,916$6,817,811▲ $438,895
Total Liabilities and Net Assets / Fund Balance$6,524,492$6,968,332▲ $443,840
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseOtherTotal
Winslow LunaTrustee-$141,563$141,563
Lorraine MonchakChief Investmnt$724$830,037$724
Mitra BehrooziExec Director$655$756,289$655
Jeff SteinFund Counsel$655$282$411
Frederick HagenChief Benefits$724$411$398
Neva ShillingfordTrustee-$156,254$313
Donna ReyChief Admin Off$398$242$312
Timothy WellsDdirector$313$364,076$282
Brandy ShilohChief of Hr$312$251$251
Maria AcostaChief Financial$250$351,911$250
Glenn Di BiasiChief It Officer$250$313$242

Board Members and Trustees

NameTitle
Wanda ColesNbf Director
Fabiola Buddan-MaisTrustee
Saundra SmithTrustee
Valerie GoffeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,479,126
Investment Income
$161,090
Other Revenue
$1,409
Change in Net Assets
$277,775

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,641,625
Revenue Not Reported on Form 990
$161,120
Total Revenue per Audited Statements
$1,802,745
Total Revenue per Form 990
$1,641,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,066
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,171,784
Other Expenses---$91,237
Fees for Services Other---$64,638
Fees for Services Legal---$15,000
Fees for Services Accounting---$10,525
Office Expenses---$9,540
Conferences and Meetings---$1,126
Total Functional Expenses$0$0$0$1,363,850

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,386,502
Total Expenses per Audited Statements$1,386,502
Total Expenses per Form 990$1,363,850
Expenses Not Reported on Financial Statements$-22,652
Other Expense Adjustments$-22,652
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$109,485
Due to Related Organizations$24,001
Rounding$5
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Finance team reviews the draft Form 990 and confers with the accountants and legal counsel to ensure the accuracy of the return. Any concerns are noted and addressed and Management ensures that the changes are incorporated in the Form 990. The completed Form 990 is then signed by the Chief Financial Officer. THE FORM 990 IS also REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Trustees and employees are required to annually disclose or update to the executive director, or designee, their interests that could give rise to conflicts of interests. For each interest disclosed by a trustee, the executive director or designee will determine whether to (a) take no action (b) assure full disclosure to the trustees (c ) ask the trustee to be recused from participation in related discussions or decisions; and/or (d) ask the trustee to resign. Regarding employees, completed conflicts of interest disclosure forms will be reviewed by the human resources department and disclosed conflicts will be reviewed by chief of human resources.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“governing documents, policies and financial statements are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Licensed Practical Nurses
EIN
13-2623987
Phone
6464736300
Address
PO BOX 842, NEW YORK, NY 10108

Signing Officer

Name
Winslow Luna
Title
Trustee
Signed
2015-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Winslow Luna
Formed
1968
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
3
Employees
31

Preparer

Firm
Gould Kobrick & Schlapp Pc
Address
3 PARK AVE 14TH FL, NEW YORK, NY 10016-5902
Preparer
Steven T Schlapp
Phone
2125649451
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A - Num of Empl

“W-2s are issued to participants of the plan who receive scholarship benefits.”

Raw XML AppendixShowing 400 of 639 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013439
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017030
IRS990/AccountsReceivableGrp/BOYAmt0398942
IRS990/AccountsReceivableGrp/EOYAmt0324325
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt01171784
IRS990/BooksInCareOfDetail/PersonNm0Maria Acosta CFO
IRS990/BooksInCareOfDetail/PhoneNum06464736360
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0330 WEST 42ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0100366902
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0387966
IRS990/CashNonInterestBearingGrp/EOYAmt0584530
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt01126
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01171784
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0161090
IRS990/CYOtherExpensesAmt0192066
IRS990/CYOtherRevenueAmt01409
IRS990/CYProgramServiceRevenueAmt01479126
IRS990/CYRevenuesLessExpensesAmt0277775
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01363850
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01641625
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt031
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt010525
IRS990/FeesForServicesLegalGrp/TotalAmt015000
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt064638
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt034.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt533.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt634.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt734.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt834.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt933.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1034.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1233.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1334.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1434.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt041710
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt136526
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5133474
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6228168
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt7134597
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8246614
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt9103577
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10141133
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11106282
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12101774
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13101822
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14111585
IRS990/Form990PartVIISectionAGrp/PersonNm0Neva Shillingford
IRS990/Form990PartVIISectionAGrp/PersonNm1WINSLOW LUNA
IRS990/Form990PartVIISectionAGrp/PersonNm2Fabiola Buddan-Mais
IRS990/Form990PartVIISectionAGrp/PersonNm3VALERIE GOFFE
IRS990/Form990PartVIISectionAGrp/PersonNm4SAUNDRA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5DONNA REY
IRS990/Form990PartVIISectionAGrp/PersonNm6MITRA BEHROOZI
IRS990/Form990PartVIISectionAGrp/PersonNm7FREDERICK HAGEN
IRS990/Form990PartVIISectionAGrp/PersonNm8LORRAINE MONCHAK
IRS990/Form990PartVIISectionAGrp/PersonNm9MARIA ACOSTA
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFF STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm11BRANDY SHILOH
IRS990/Form990PartVIISectionAGrp/PersonNm12GLENN DI BIASI
IRS990/Form990PartVIISectionAGrp/PersonNm13WANDA COLES
IRS990/Form990PartVIISectionAGrp/PersonNm14TIMOTHY WELLS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5312
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6655
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7398
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8724
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10411
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11251
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12242
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13282
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14313
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0114544
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1105037
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5309945
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6528121
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7320723
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8583423
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9248334
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10331604
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11249382
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12240441
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13227406
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14252491
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF ADMIN OFF
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF BENEFITS
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF INVESTMNT
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF FINANCIAL
IRS990/Form990PartVIISectionAGrp/TitleTxt10FUND COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF IT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13NBF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DDIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01641625
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0161090
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0161090
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05456245
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05778425
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt083
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06378916
IRS990/NetAssetsOrFundBalancesEOYAmt06817811
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0161120
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt09540
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt026589
IRS990/OtherAssetsTotalGrp/EOYAmt026277
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMIN O/H OF SHARED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt091237
IRS990/OtherLiabilitiesGrp/BOYAmt0132137
IRS990/OtherLiabilitiesGrp/EOYAmt0133491
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01409
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01409
IRS990/OtherRevenueTotalAmt01409
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0WINSLOW LUNA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03676
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11475450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03676
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11475450
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01455471
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0147463
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0235273
IRS990/PYOtherRevenueAmt01468
IRS990/PYProgramServiceRevenueAmt01523192
IRS990/PYRevenuesLessExpensesAmt0-18621
IRS990/PYTotalExpensesAmt01690744
IRS990/PYTotalRevenueAmt01672123
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0277775
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06378916
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06817811
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0254750
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0254775
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-22652
IRS990ScheduleD/ExpensesSubtotalAmt01386502
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0161120
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-22652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0109485
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124001
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Rounding
IRS990ScheduleD/RevenueNotReportedAmt0161120
IRS990ScheduleD/RevenueSubtotalAmt01641625
IRS990ScheduleD/TotalExpensesPerForm990Amt01363850
IRS990ScheduleD/TotalLiabilityAmt0133491
IRS990ScheduleD/TotalRevenuePerForm990Amt01641625
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01802745
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01386502
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0312
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1398
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2724
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4655
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0249382
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1309945
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2320723
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3240441
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4331604
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5583423
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6248334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt7528121
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt8114544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt9252491
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10227406
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt026737
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt133577
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt233860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt325603
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt435504
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt562040
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt626056
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt757399
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt811458
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt928071
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1025615
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt079545
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt199897
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt2100737
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt376171
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt4105629
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt5184574
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt677521
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt7170769
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt830252
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt983514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt1076207
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0251
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt1242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt2411
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt3313
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt4282
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRANDY SHILOH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DONNA REY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2FREDERICK HAGEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3GLENN DI BIASI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4JEFF STEIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5LORRAINE MONCHAK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6MARIA ACOSTA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm7MITRA BEHROOZI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,968,332
Liabilities
$150,521
Net assets
$6,817,811
Revenue
$1,641,625
Expenses
$1,363,850
Net income
$277,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.78$0.03$5.75$1.02$0.96$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.83$0.04$5.79$0.81$1.30$0.49
2022Detailed filing. Detailed filing data is available for this year.$6.22$0.06$6.16$0.98$1.07$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.19$0.03$7.17$1.18$1.29$0.11
2020Detailed filing. Detailed filing data is available for this year.$7.54$0.04$7.50$1.27$1.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.21$0.19$7.02$1.37$1.47$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.95$0.15$6.81$1.39$1.35$0.04
2017Detailed filing. Detailed filing data is available for this year.$7.11$0.19$6.93$1.46$1.29$0.17
2016Detailed filing. Detailed filing data is available for this year.$6.87$0.17$6.70$1.64$1.66$0.02
2015Detailed filing. Detailed filing data is available for this year.$6.91$0.19$6.72$1.60$1.58$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.97$0.15$6.82$1.64$1.36$0.28
2013Detailed filing. Detailed filing data is available for this year.$6.52$0.15$6.38$1.67$1.69$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.88$0.22$6.67$1.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.88$0.18$6.70$1.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$0.22$6.48$1.80