Civic Intelligence

District Council 37 Educational Fund

990 • Fiscal year 2020 • EIN 13-2686582

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 17, 2021

Organization ProfileWWW.DC37.NET
75 Broad StreetNew York, NY 10004

(212) 815-1665

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

1.07x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

37th percentile

0.0%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$151,037

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.4%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

9.1%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$8,246,373

Up $568,704 (+7.4%) from 2019

Net Assets

Flat

$0

Flat from 2019

Liabilities

Up

$8,246,373

Up $568,704 (+7.4%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin37th percentile

Revenue

Up

$7,675,856

Up $641,578 (+9.1%) from 2019

Expenses

Up

$7,675,856

Up $641,578 (+9.1%) from 2019

Net Income

Flat

$0

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$15M$10M$5.0M$0Assets 2010: $3,510,028Liabilities 2010: $3,510,028Net Assets 2010: $02010Assets 2011: $3,823,841Liabilities 2011: $3,823,841Net Assets 2011: $02011Assets 2012: $4,153,335Liabilities 2012: $4,153,335Net Assets 2012: $02012Assets 2013: $4,734,718Liabilities 2013: $4,734,718Net Assets 2013: $02013Assets 2014: $5,500,018Liabilities 2014: $5,500,018Net Assets 2014: $02014Assets 2015: $6,079,392Liabilities 2015: $6,079,392Net Assets 2015: $02015Assets 2016: $6,414,255Liabilities 2016: $6,414,255Net Assets 2016: $02016Assets 2017: $6,883,899Liabilities 2017: $6,883,899Net Assets 2017: $02017Assets 2018: $7,700,241Liabilities 2018: $7,700,241Net Assets 2018: $02018Assets 2019: $7,677,669Liabilities 2019: $7,677,669Net Assets 2019: $02019Assets 2020: $8,246,373Liabilities 2020: $8,246,373Net Assets 2020: $02020Assets 2021: $9,415,356Liabilities 2021: $9,415,356Net Assets 2021: $02021Assets 2022: $10,076,820Liabilities 2022: $10,076,820Net Assets 2022: $02022Assets 2023: $10,139,703Liabilities 2023: $10,139,703Net Assets 2023: $02023Assets 2024: $10,728,758Liabilities 2024: $10,728,758Net Assets 2024: $02024

Highlighted filing

2020

Assets$8,246,373
Liabilities$8,246,373
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

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

$10M$5.0M$0Expenses 2010: $9,471,2152010Expenses 2011: $8,969,2492011Expenses 2012: $8,409,2442012Revenue 2013: $7,317,578Expenses 2013: $7,317,578Net Income 2013: $02013Revenue 2014: $9,218,370Expenses 2014: $9,218,370Net Income 2014: $02014Revenue 2015: $8,769,257Expenses 2015: $8,769,257Net Income 2015: $02015Revenue 2016: $8,276,865Expenses 2016: $8,276,865Net Income 2016: $02016Revenue 2017: $7,382,053Expenses 2017: $7,382,053Net Income 2017: $02017Revenue 2018: $7,730,291Expenses 2018: $7,730,291Net Income 2018: $02018Revenue 2019: $7,034,278Expenses 2019: $7,034,278Net Income 2019: $02019Revenue 2020: $7,675,856Expenses 2020: $7,675,856Net Income 2020: $02020Revenue 2021: $7,547,926Expenses 2021: $7,547,926Net Income 2021: $02021Revenue 2022: $7,327,627Expenses 2022: $7,327,627Net Income 2022: $02022Revenue 2023: $7,511,466Expenses 2023: $7,511,466Net Income 2023: $02023Revenue 2024: $7,790,959Expenses 2024: $7,790,959Net Income 2024: $02024

Highlighted filing

2020

Revenue$7,675,856
Expenses$7,675,856
Net Income$0
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 17, 2021
Return Version
2019v5.2
Gross Receipts
$7,675,856
Mission and Program Overview

Mission

To provide educational benefits and related training programs to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$7,243,668$7,669,707▲ $426,039
Cash and Non-Interest-Bearing Accounts$382,983$486,288▲ $103,305
Land, Buildings, and Equipment, Net$46,461$14,073▼ $32,388
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,677,669$8,246,373▲ $568,704
Other Assets Total$4,557$76,305▲ $71,748
Liabilities
Other Liabilities$7,070,589$7,656,423▲ $585,834
Accounts Payable and Accrued Expenses$607,080$589,950▼ $17,130
Total Liabilities$7,677,669$8,246,373▲ $568,704
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$7,677,669$8,246,373▲ $568,704

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$14,073$357,576$371,649
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Manuel Gomez-rosaAssistant DirectorFT$107,957$43,080$151,037
Claire MenelasAssistant DirectorFT$105,082$43,986$149,068
Stephen JohnsonAssistant DirectorFT$102,217$45,874$148,091
Diallo ShabazzAdministrator - Thru 09/19FT$108,543$4,576$113,119

Board Members and Trustees

NameTitle
Dennis IfillTrustee
Dilcy BennTrustee
John HyslopTrustee
Maf Misbah UddinTrustee
Michael De MarcoTrustee
Oliver GrayTrustee - Thru 06/2020
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,669,356
Investment Income
$0
Other Revenue
$6,500
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,675,856
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,675,856
Total Revenue per Form 990
$7,675,856
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,858,417
Salaries, Compensation, and Employee Benefits$2,930,723
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,754,496$384,704-$2,139,200
Fees for Services Other$930,674$8,423-$939,097
Benefits to Members$886,716--$886,716
Occupancy$577,699$50,235-$627,934
Office Expenses$409,525$17,070-$426,595
Other Employee Benefits$317,988$69,802-$387,790
Information Technology$313,927$68,912-$382,839
Pension Plan Contributions$195,582$42,933-$238,515
Payroll Taxes$135,506$29,712-$165,218
Fees for Services Legal-$62,889-$62,889
Insurance$44,474$9,763-$54,237
Fees for Services Accounting-$37,500-$37,500
Depreciation Depletion$29,797$2,591-$32,388
Conferences and Meetings-$16,380-$16,380
Other Expenses$7,269$326-$7,595
All Other Expenses-$4,778-$4,778
Total Functional Expenses$6,645,702$1,030,154$0$7,675,856

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,675,856
Total Expenses per Audited Statements$7,675,856
Total Expenses per Form 990$7,675,856
Expenses Not Reported on Financial Statements$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Post Retirement Benefit Obligation$6,326,842
Compensated Absences$673,000
Withdrawal Liability$656,581
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 was prepared in coordination with the fund's controller and was reviewed with the board of trustees prior to submission.”

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

“Trustees and managerial employees have a continuous obligation to report potential conflicts of interest. Possible conflicts are required to be reported to the ethical practices committee which is charged with reviewing such possible conflicts. A trustee or managerial employee is prohibited from making a decision concerning a business relationship between the fund and a firm in which a close family member has a significant financial interest.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public. Participants may view documents at the fund office upon request to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
District Council 37 Education Fund
EIN
13-2686582
Phone
2128151665
Address
75 BROAD STREET, NEW YORK, NY 10004

Signing Officer

Name
Stephen Johnson
Title
Fund Administrator
Phone
2128151665
Signed
2021-03-17
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
37
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other expenses: program service expenses 930,674. Management and general expenses 8,423. Fundraising expenses 0. Total expenses 939,097.”

Raw XML AppendixShowing 400 of 491 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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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19956
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2326
IRS990/OtherExpensesGrp/ProgramServicesAmt0975709
IRS990/OtherExpensesGrp/ProgramServicesAmt145353
IRS990/OtherExpensesGrp/ProgramServicesAmt220987
IRS990/OtherExpensesGrp/ProgramServicesAmt37269
IRS990/OtherExpensesGrp/TotalAmt01189889
IRS990/OtherExpensesGrp/TotalAmt155309
IRS990/OtherExpensesGrp/TotalAmt220987
IRS990/OtherExpensesGrp/TotalAmt37595
IRS990/OtherLiabilitiesGrp/BOYAmt07070589
IRS990/OtherLiabilitiesGrp/EOYAmt07656423
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06500
IRS990/OtherRevenueTotalAmt06500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0384704
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01754496
IRS990/OtherSalariesAndWagesGrp/TotalAmt02139200
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029712
IRS990/PayrollTaxesGrp/ProgramServicesAmt0135506
IRS990/PayrollTaxesGrp/TotalAmt0165218
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt042933
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0195582
IRS990/PensionPlanContributionsGrp/TotalAmt0238515
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTION - DC37 BF
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07669356
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07669356
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01096689
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt03396286
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07034278
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt02541303
IRS990/PYTotalExpensesAmt07034278
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07034278
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISC - 2015 AMOUNT: $ 1,350. 2016 AMOUNT: $ 7,448. 2017 AMOUNT: $ 1,600. 2019 AMOUNT: $ 6,500. REFUND OF COPIER COST - 2015 AMOUNT: $ 87.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07669356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07034278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07728691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07374605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08275428
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt038082358
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01600
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt07448
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01437
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016985
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt038082358
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07669356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07034278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07728691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07374605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08275428
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt038082358
IRS990ScheduleA/TotalSupportAmt038099343
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07675856
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014073
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0357576
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0371649
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06326842
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1673000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2656581
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0POST RETIREMENT BENEFIT OBLIGATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMPENSATED ABSENCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2WITHDRAWAL LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07675856
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014073
IRS990ScheduleD/TotalExpensesPerForm990Amt07675856
IRS990ScheduleD/TotalLiabilityAmt07656423
IRS990ScheduleD/TotalRevenuePerForm990Amt07675856
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07675856
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07675856
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0107957
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt016757
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt026323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MANUEL GOMEZ-ROSA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ASSISTANT DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0151037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND'S CONTROLLER AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES AND MANAGERIAL EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. POSSIBLE CONFLICTS ARE REQUIRED TO BE REPORTED TO THE ETHICAL PRACTICES COMMITTEE WHICH IS CHARGED WITH REVIEWING SUCH POSSIBLE CONFLICTS. A TRUSTEE OR MANAGERIAL EMPLOYEE IS PROHIBITED FROM MAKING A DECISION CONCERNING A BUSINESS RELATIONSHIP BETWEEN THE FUND AND A FIRM IN WHICH A CLOSE FAMILY MEMBER HAS A SIGNIFICANT FINANCIAL INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER EXPENSES: PROGRAM SERVICE EXPENSES 930,674. MANAGEMENT AND GENERAL EXPENSES 8,423. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 939,097.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DC37 BENEFITS FUND TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132988369
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMPLOYEE BENEFIT PLAN TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt055 WATER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010041
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,246,373
Liabilities
$8,246,373
Net assets
$0
Revenue
$7,675,856
Expenses
$7,675,856
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$10.7$0.00$7.79$7.79$0.00
2023Detailed filing. Detailed filing data is available for this year.$10.1$10.1$0.00$7.51$7.51$0.00
2022Detailed filing. Detailed filing data is available for this year.$10.1$10.1$0.00$7.33$7.33$0.00
2021Detailed filing. Detailed filing data is available for this year.$9.42$9.42$0.00$7.55$7.55$0.00
2020Detailed filing. Detailed filing data is available for this year.$8.25$8.25$0.00$7.68$7.68$0.00
2019Detailed filing. Detailed filing data is available for this year.$7.68$7.68$0.00$7.03$7.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$7.70$7.70$0.00$7.73$7.73$0.00
2017Detailed filing. Detailed filing data is available for this year.$6.88$6.88$0.00$7.38$7.38$0.00
2016Detailed filing. Detailed filing data is available for this year.$6.41$6.41$0.00$8.28$8.28$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.08$6.08$0.00$8.77$8.77$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.50$5.50$0.00$9.22$9.22$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$4.73$0.00$7.32$7.32$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$4.15$0.00$8.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$3.82$0.00$8.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$3.51$0.00$9.47