Civic Intelligence

Uftrtc Supplemental Health Insurance Program

990 • Fiscal year 2013 • EIN 13-2892895

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 28, 2014

Organization ProfileN/A
52 Broadway - 17th FloorNew York, NY 10004-0390

(212) 228-9060

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

89th percentile

$268,410

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

65th percentile

9.9%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

46th percentile

3.0%

Faster revenue growth than 46% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$13,891,712

Up $1,247,702 (+9.9%) from 2012

Net Assets

Up

$13,717,156

Up $1,231,182 (+9.9%) from 2012

Liabilities

Up

$174,556

Up $16,520 (+10%) from 2012

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin72nd percentile

Revenue

$8,567,640

No earlier filing loaded for comparison.

Expenses

Up

$7,309,780

Up $1,259,585 (+21%) from 2012

Net Income

$1,257,860

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,071,816Liabilities 2010: $320,355Net Assets 2010: $7,751,4612010Assets 2011: $10,293,848Liabilities 2011: $89,295Net Assets 2011: $10,204,5532011Assets 2012: $12,644,010Liabilities 2012: $158,036Net Assets 2012: $12,485,9742012Assets 2013: $13,891,712Liabilities 2013: $174,556Net Assets 2013: $13,717,1562013Assets 2014: $14,550,995Liabilities 2014: $206,394Net Assets 2014: $14,344,6012014Assets 2015: $14,979,235Liabilities 2015: $105,939Net Assets 2015: $14,873,2962015Assets 2016: $16,158,717Liabilities 2016: $208,595Net Assets 2016: $15,950,1222016Assets 2017: $16,721,389Liabilities 2017: $389,394Net Assets 2017: $16,331,9952017Assets 2018: $16,611,528Liabilities 2018: $376,473Net Assets 2018: $16,235,0552018Assets 2019: $16,641,754Liabilities 2019: $141,422Net Assets 2019: $16,500,3322019Assets 2020: $18,966,504Liabilities 2020: $722,826Net Assets 2020: $18,243,6782020Assets 2021: $18,871,693Liabilities 2021: $713,144Net Assets 2021: $18,158,5492021Assets 2022: $18,250,366Liabilities 2022: $392,080Net Assets 2022: $17,858,2862022Assets 2023: $18,688,380Liabilities 2023: $452,031Net Assets 2023: $18,236,3492023Assets 2024: $18,887,826Liabilities 2024: $601,761Net Assets 2024: $18,286,0652024

Highlighted filing

2013

Assets$13,891,712
Liabilities$174,556
Net Assets$13,717,156
Open 2013 Filing

Operations Trend

Revenue Growth46th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $7,808,496Expenses 2010: $6,310,633Net Income 2010: $1,497,8632010Revenue 2011: $8,077,467Expenses 2011: $5,672,017Net Income 2011: $2,405,4502011Expenses 2012: $6,050,1952012Revenue 2013: $8,567,640Expenses 2013: $7,309,780Net Income 2013: $1,257,8602013Revenue 2014: $8,920,465Expenses 2014: $8,297,447Net Income 2014: $623,0182014Revenue 2015: $9,196,655Expenses 2015: $8,649,752Net Income 2015: $546,9032015Revenue 2016: $9,391,528Expenses 2016: $8,309,765Net Income 2016: $1,081,7632016Revenue 2017: $9,589,025Expenses 2017: $9,165,405Net Income 2017: $423,6202017Revenue 2018: $9,922,230Expenses 2018: $9,982,356Net Income 2018: -$60,1262018Revenue 2019: $10,208,775Expenses 2019: $10,000,909Net Income 2019: $207,8662019Revenue 2020: $10,197,177Expenses 2020: $8,617,953Net Income 2020: $1,579,2242020Revenue 2021: $10,314,338Expenses 2021: $10,336,134Net Income 2021: -$21,7962021Revenue 2022: $10,704,696Expenses 2022: $10,657,019Net Income 2022: $47,6772022Revenue 2023: $11,061,196Expenses 2023: $10,658,409Net Income 2023: $402,7872023Revenue 2024: $11,223,851Expenses 2024: $11,136,612Net Income 2024: $87,2392024

Highlighted filing

2013

Revenue$8,567,640
Expenses$7,309,780
Net Income$1,257,860
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 28, 2014
Return Version
2013v3.0
Gross Receipts
$8,567,640
Mission and Program Overview

Mission

To provide retired teachers with supplemental health care benefits.

To provide retired teachers and retired employees of the uft, uft welfare fund or affiliated organizations with benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,485,974$13,717,156▲ $1,231,182
Cash and Non-Interest-Bearing Accounts$4,056,750$5,033,969▲ $977,219
Investments in Publicly Traded Securities$4,762,095$4,762,180▲ $85
Savings and Temporary Cash Investments$3,170,309$3,174,608▲ $4,299
Accounts Receivable$649,870$670,230▲ $20,360
Prepaid Expenses and Deferred Charges$2,997$234,333▲ $231,336
Land, Buildings, and Equipment, Net$1,989$16,392▲ $14,403
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,644,010$13,891,712▲ $1,247,702
Liabilities
Other Liabilities$133,967$155,826▲ $21,859
Accounts Payable and Accrued Expenses$24,069$18,730▼ $5,339
Total Liabilities$158,036$174,556▲ $16,520
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,485,974$13,717,156▲ $1,231,182
Total Liabilities and Net Assets / Fund Balance$12,644,010$13,891,712▲ $1,247,702

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,392$489,424$505,816
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Irene LospenusoDirectorFT$149,882$149,882
Robert AstrowskyFormer Trustee-$140,941$140,941
Melvyn AaronsonTrustee-$76,533$76,533
Mona RomainTrustee-$76,410$76,410
Thomas MurphyTrustee-$50,000$50,000

Board Members and Trustees

NameTitle
Tom PappasChairman
Albert FraziaAsst to Director
Michael MendelFormer Trustee
Emil PietromonacoTrustee
John SoldiniTrustee
Leroy BarrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,536,575
Investment Income
$31,065
Other Revenue
$0
Change in Net Assets
$1,257,860

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,567,640
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-26,678
Total Revenue per Audited Statements
$8,540,962
Total Revenue per Form 990
$8,567,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,524,356
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---$5,785,424
Information Technology---$550,702
Office Expenses---$35,985
Fees for Services Accounting---$16,054
Fees for Services Legal---$15,000
Insurance---$13,931
Fees for Services Other---$6,935
Depreciation Depletion---$3,357
Other Expenses---$1,467
All Other Expenses---$630
Total Functional Expenses$0$0$0$7,309,780

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,309,780
Total Expenses per Audited Statements$7,309,780
Total Expenses per Form 990$7,309,780
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Entities$155,826
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 6

“The fund consists of approximately 72,000 retired teachers.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any subcommittees.”

Form 990, Part VI, Section B, Line 11

“The final version of form 990 is reviewed by the director, the assistant to the director and the trustees prior to the form 990 being filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request from the public. The organization doesn't have a conflict of interest policy.”

Filing and Contact Details

Filer

EIN
13-2892895
Phone
2122289060

Signing Officer

Name
Irene Lospenuso
Title
Director
Phone
2122289060
Signed
2014-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Irene Lospenuso
Formed
1977
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Phone
2126955003
Supplemental Narrative

Additional Explanations

Form 990, Part XII, 2C

“The board of trustees assumes responsibility for oversight of the audit,its financial statements and selection of an independent accountant.”

Raw XML AppendixShowing 400 of 455 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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024069
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018730
IRS990/AccountsReceivableGrp/BOYAmt0649870
IRS990/AccountsReceivableGrp/EOYAmt0670230
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE RETIRED TEACHERS AND RETIRED EMPLOYEES OF THE UFT, UFT WELFARE FUND OR AFFILIATED ORGANIZATIONS WITH BENEFITS.
IRS990/AllOtherExpensesGrp/TotalAmt0630
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt05785424
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10MS IRENE LOSPENUSO
IRS990/BooksInCareOfDetail/PhoneNum02122289060
IRS990/BooksInCareOfDetail/USAddress/AddressLine1052 BROADWAY - 17TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/City0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/State0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0100040390
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt04056750
IRS990/CashNonInterestBearingGrp/EOYAmt05033969
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt05785424
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt031065
IRS990/CYOtherExpensesAmt01524356
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08536575
IRS990/CYRevenuesLessExpensesAmt01257860
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07309780
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08567640
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt03357
IRS990/Desc0THE SUPPLEMENTAL HEALTH INSURANCE PROGRAM IS A UNIQUE PACKAGE OF BENEFITS DEVELOPED BY THE RETIRED TEACHERS' CHAPTER OF THE UNITED FEDERATION OF TEACHERS EXCLUSIVELY FOR ITS MEMBERS AND THEIR ELIGIBLE SPOUSE/DOMESTIC PARTNER. IT PROVIDES A SUPPLEMENT TO THE PRIMARY HEALTH COVERAGE THE MEMBER AND/OR HIS/HER ELIGIBLE SPOUSE/DOMESTIC PARTNER MAINTAINS AND IS ACTIVATED ONLY AFTER THOSE PLANS HAVE PAID THEIR BENEFITS. ESTIMATED NUMBER OF PARTICIPANTS 72,000.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt016054
IRS990/FeesForServicesLegalGrp/TotalAmt015000
IRS990/FeesForServicesOtherGrp/TotalAmt06935
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt935.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1035.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt116947
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt215384
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt422273
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt516710
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt736987
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt841344
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt943795
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1046915
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM PAPPAS
IRS990/Form990PartVIISectionAGrp/PersonNm1MELVYN AARONSON
IRS990/Form990PartVIISectionAGrp/PersonNm2MONA ROMAIN
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL MENDEL
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT ASTROWSKY
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN SOLDINI
IRS990/Form990PartVIISectionAGrp/PersonNm7EMIL PIETROMONACO
IRS990/Form990PartVIISectionAGrp/PersonNm8LEROY BARR
IRS990/Form990PartVIISectionAGrp/PersonNm9IRENE LOSPENUSO
IRS990/Form990PartVIISectionAGrp/PersonNm10ALBERT FRAZIA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt159586
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt261026
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4246137
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5124231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7185000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8175750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9106087
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10105996
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASST TO DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08567640
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0550702
IRS990/InsuranceGrp/TotalAmt013931
IRS990/InvestmentIncomeGrp/ExclusionAmt031065
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031065
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04762095
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04762180
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0489424
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01989
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016392
IRS990/LandBldgEquipCostOrOtherBssAmt0505816
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE RETIRED TEACHERS WITH SUPPLEMENTAL HEALTH CARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012485974
IRS990/NetAssetsOrFundBalancesEOYAmt013717156
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-26678
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt035985
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED SALARIES, PAY
IRS990/OtherExpensesGrp/Desc1TEMPORARY HELP
IRS990/OtherExpensesGrp/Desc2COMMUNICATIONS TO PARTI
IRS990/OtherExpensesGrp/Desc3DATA STORAGE
IRS990/OtherExpensesGrp/TotalAmt0847032
IRS990/OtherExpensesGrp/TotalAmt121114
IRS990/OtherExpensesGrp/TotalAmt212149
IRS990/OtherExpensesGrp/TotalAmt31467
IRS990/OtherLiabilitiesGrp/BOYAmt0133967
IRS990/OtherLiabilitiesGrp/EOYAmt0155826
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02997
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0234333
IRS990/PrincipalOfficerNm0IRENE LOSPENUSO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM PAR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08536575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08536575
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04550188
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt065996
IRS990/PYOtherExpensesAmt01500007
IRS990/PYOtherRevenueAmt01270
IRS990/PYProgramServiceRevenueAmt08286344
IRS990/PYRevenuesLessExpensesAmt02303415
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt06050195
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08353610
IRS990/ReconcilationRevenueExpnssAmt01257860
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012485974
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013717156
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03170309
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03174608
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07309780
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-26678
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016392
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0489424
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0505816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0155826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ENTITIES
IRS990ScheduleD/RevenueNotReportedAmt0-26678
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08567640
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016392
IRS990ScheduleD/TotalExpensesPerForm990Amt07309780
IRS990ScheduleD/TotalLiabilityAmt0155826
IRS990ScheduleD/TotalRevenuePerForm990Amt08567640
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08540962
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07309780
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0141279
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1185000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2175750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3105996
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt021126
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt118663
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt223418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt331626
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt01147
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118324
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt217926
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt315289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0104858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL MENDEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1EMIL PIETROMONACO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2LEROY BARR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ALBERT FRAZIA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ASST TO DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0268410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1221987
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2217094
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3152911
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND CONSISTS OF APPROXIMATELY 72,000 RETIRED TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY SUBCOMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINAL VERSION OF FORM 990 IS REVIEWED BY THE DIRECTOR, THE ASSISTANT TO THE DIRECTOR AND THE TRUSTEES PRIOR TO THE FORM 990 BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE PUBLIC. THE ORGANIZATION DOESN'T HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT,ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10UNITED FEDERATION OF TEACHERS LOCAL 2 AFT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0135582895
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION ORGANIZATION ACTIVITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1052 BROADWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode010004
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0369063
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1526102
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2897420
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL EXPENSES
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL EXPENSES
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH DISBURSEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10UNITED FEDERATION OF TEACHERS LOCAL 2 AFT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11UNITED FEDERATION OF TEACHERS LOCAL 2 AFT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12UNITED FEDERATION OF TEACHERS LOCAL 2 AFT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012644010
IRS990/TotalAssetsEOYAmt013891712
IRS990/TotalAssetsGrp/BOYAmt012644010
IRS990/TotalAssetsGrp/EOYAmt013891712
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07309780

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,891,712
Liabilities
$174,556
Net assets
$13,717,156
Revenue
$8,567,640
Expenses
$7,309,780
Net income
$1,257,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.60$18.3$11.2$11.1$0.09
2023Detailed filing. Detailed filing data is available for this year.$18.7$0.45$18.2$11.1$10.7$0.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.39$17.9$10.7$10.7$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.71$18.2$10.3$10.3$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.72$18.2$10.2$8.62$1.58
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.14$16.5$10.2$10.0$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.38$16.2$9.92$9.98$0.06
2017Detailed filing. Detailed filing data is available for this year.$16.7$0.39$16.3$9.59$9.17$0.42
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.21$16.0$9.39$8.31$1.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.11$14.9$9.20$8.65$0.55
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.21$14.3$8.92$8.30$0.62
2013Detailed filing. Detailed filing data is available for this year.$13.9$0.17$13.7$8.57$7.31$1.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.16$12.5$6.05
2011Summary only. Only limited summary data is available for this year.$10.3$0.09$10.2$8.08$5.67$2.41
2010Summary only. Only limited summary data is available for this year.$8.07$0.32$7.75$7.81$6.31$1.50
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)9 • $10M-$25M nonprofits