Liabilities / Assets
35th percentile
Higher debt load relative to assets than 35% of similar nonprofits.
990 • Fiscal year 2016 • EIN 13-2988369
Refreshing map…
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
35th percentile
Higher debt load relative to assets than 35% of similar nonprofits.
Liabilities / Revenue
23rd percentile
Higher debt load relative to revenue than 23% of similar nonprofits.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
31st percentile
Higher top officer pay than 31% of similar nonprofits.
Top officer pay equals 0.2% of source-year revenue.
Asset Growth
8th percentile
Faster asset growth than 8% of similar nonprofits.
Revenue Growth
45th percentile
Faster revenue growth than 45% of similar nonprofits.
Assets
Down$243,241,919
Down $17,585,015 (-6.7%) from 2015
Net Assets
Down$188,576,802
Down $19,763,824 (-9.5%) from 2015
Liabilities
Up$54,665,117
Up $2,178,809 (+4.2%) from 2015
Revenue
Up$253,893,974
Up $6,177,556 (+2.5%) from 2015
Expenses
Up$271,147,859
Up $21,565,861 (+8.6%) from 2015
Net Income
Down-$17,253,885
Down $15,388,305 (-825%) from 2015
Collection and distribution of funds to other related tax-exempt health and welfare benefit plans.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $216,647,831 | $200,869,742 | ▼ $15,778,089 |
| Rtn Earn Endowment Incm Other Fnds | $208,340,626 | $188,576,802 | ▼ $19,763,824 |
| Accounts Receivable | $30,567,288 | $29,721,785 | ▼ $845,503 |
| Land, Buildings, and Equipment, Net | $7,687,117 | $7,060,509 | ▼ $626,608 |
| Savings and Temporary Cash Investments | $2,049,440 | $4,294,146 | ▲ $2,244,706 |
| Prepaid Expenses and Deferred Charges | $1,036,073 | $1,071,190 | ▲ $35,117 |
| Cash and Non-Interest-Bearing Accounts | $57,864 | $66,184 | ▲ $8,320 |
| 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 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $260,826,934 | $243,241,919 | ▼ $17,585,015 |
| Other Assets Total | $2,781,321 | $158,363 | ▼ $2,622,958 |
| Liabilities | |||
| Other Liabilities | $46,960,974 | $46,833,493 | ▼ $127,481 |
| Escrow Account Liability | $1,943,883 | $4,289,408 | ▲ $2,345,525 |
| Deferred Revenue | $2,594,937 | $2,647,612 | ▲ $52,675 |
| Accounts Payable and Accrued Expenses | $986,514 | $894,604 | ▼ $91,910 |
| Total Liabilities | $52,486,308 | $54,665,117 | ▲ $2,178,809 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $208,340,626 | $188,576,802 | ▼ $19,763,824 |
| Total Liabilities and Net Assets / Fund Balance | $260,826,934 | $243,241,919 | ▼ $17,585,015 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $3,216,599 | $13,607,656 | $16,824,255 |
| Land | $3,614,164 | - | $3,614,164 |
| Equipment | $212,140 | $690,956 | $903,096 |
| Leasehold Improvements | $17,606 | $88,036 | $105,642 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Ralph Pepe | Real Estate Mgr | FT | $410,803 | $9,303 | $420,106 |
| Francisco Morales | Superintendent | FT | $133,318 | $21,250 | $154,568 |
| Michael Corbin | Asst Real Est Mgr. | FT | $108,305 | $37,264 | $145,569 |
| Hinds Anderson | Chief of Security | FT | $88,011 | $33,713 | $121,724 |
| Ramdeen Seepersaud | Handy Person | FT | $97,556 | $21,250 | $118,806 |
| Name | Title |
|---|---|
| Henry Garrido | Trustee |
| Maf Misbah Uddin | Trustee |
| Oliver Gray | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Amalgamated Bank | Investment Custodian | 275 7th Avenue, New York, NY 10001 | $101,756 |
| Line Item | Amount |
|---|---|
| Other Expenses | $270,355,232 |
| Salaries, Compensation, and Employee Benefits | $792,627 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Employee Benefits | - | - | - | $548,558 |
| Other Salaries and Wages | - | - | - | $244,069 |
| All Other Expenses | - | - | - | $168,740 |
| Other Expenses | - | - | - | $112,685 |
| Fees for Services Accounting | - | - | - | $62,364 |
| Fees for Services Legal | - | - | - | $45,702 |
| Depreciation Depletion | - | - | - | $10,059 |
| Office Expenses | - | - | - | $1,991 |
| Conferences and Meetings | - | - | - | $1,002 |
| Total Functional Expenses | $0 | $0 | $0 | $271,147,859 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $271,147,859 |
| Expenses per Audited Statements | $270,979,959 |
| Total Expenses per Audited Statements | $270,979,959 |
| Expenses Not Reported on Financial Statements | $167,900 |
| Other Expense Adjustments | $167,900 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
| Liability | Amount |
|---|---|
| Due to Affiliated Funds | $42,228,085 |
| Net Opeb Obligation | $3,776,745 |
| EMPLOYEE'S ACCUMULATED BENEFITS PAY | $753,446 |
| Pension Withdrawal Liability | $75,217 |
“The form 990 was reviewed in detail with the key members of the fund's management and a copy of the return was made available to the board of trustees. After the detailed review, the return was approved for filing with the internal revenue service.”
“The process by which the policy is monitored and enforced includes recommended attendance at continuing professional education conferences and seminars that discuss, among many things, sound fiduciary practices and policies, as well as through internal training sessions that are mandated for all new trustees, and on-going communications at executive board and board of trustees meetings.”
“The fund makes its governing documents and financial statements available to the public upon request. Once a request is made, the management of the fund arranges a mutually convenient meetings to review all requested information to the requested parties' satisfaction.”
“Funds from two local unions for health and severance benefits are maintained in separate accounts held by the trust as custodian.”
“Investment fees $167900”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 986514 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 894604 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 30567288 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 29721785 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | COLLECTION AND DISTRIBUTION OF FUNDS TO OTHER RELATED TAX-EXEMPT HEALTH AND WELFARE BENEFIT PLANS. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 168740 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | GARY DEAN CPA CONTROLLER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2128151294 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 125 BARCLAY STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NEW YORK |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 10007 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 57864 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 66184 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1002 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | true |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 101756 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 275 7th Avenue |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | New York |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 10001 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | AMALGAMATED BANK |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | INVESTMENT CUSTODIAN |
| IRS990/CreditCounselingInd | 0 | true |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 62776 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 12890558 |
| IRS990/CYOtherExpensesAmt | 0 | 270355232 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 240940640 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -17253885 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 792627 |
| IRS990/CYTotalExpensesAmt | 0 | 271147859 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 253893974 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 2594937 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 2647612 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 10059 |
| IRS990/Desc | 0 | CONTRIBUTIONS RECEIVED ARE ALLOCATED TO AFFILIATED FUNDS, WHICH WERE CREATED FOR THE PURPOSE OF PROVIDING WELFARE, EDUCATION, AND OTHER BENEFITS TO OR ON BEHALF OF ELIGIBLE EMPLOYEES. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 26 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 1943883 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 4289408 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditPerformedInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | true |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 62364 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 45702 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 35.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 35.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 35.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 35.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 35.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 9303 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 37264 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 33713 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 21250 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 21250 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | HENRY GARRIDO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | OLIVER GRAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MAF MISBAH UDDIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | RALPH PEPE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MICHAEL CORBIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | HINDS ANDERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | FRANCISCO MORALES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | RAMDEEN SEEPERSAUD |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 410803 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 108305 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 88011 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 133318 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 97556 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Real Estate Mgr |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Asst Real Est Mgr. |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Chief of Security |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Superintendent |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Handy Person |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1979 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 12887242 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GovernmentGrantsAmt | 0 | 62776 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 30136411 |
| IRS990/GrossReceiptsAmt | 0 | 271143143 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 3316 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3316 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 216647831 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 200869742 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 14386648 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 7687117 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 7060509 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 21447157 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 17249169 |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | COLLECTION AND DISTRIBUTION OF FUNDS TO OTHER RELATED TAX-EXEMPT HEALTH AND WELFARE BENEFIT PLANS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 208340626 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 188576802 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 12887242 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 12887242 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -2509939 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 1991 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 2781321 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 158363 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 548558 |
| IRS990/OtherExpensesGrp/Desc | 0 | ALLOCATION OF CONTRIBUTION |
| IRS990/OtherExpensesGrp/Desc | 1 | INVESMENT EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | WRITEDOWN OF FEMA RECEIVABLE |
| IRS990/OtherExpensesGrp/Desc | 3 | INSURANCE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 269657053 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 167900 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 127736 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 112685 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 46960974 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 46833493 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 244069 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 1036073 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1071190 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | COBRA |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYER CONTRIBUTION |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | NET REAL ESTATE ACTIVITY |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 815098 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 240125542 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 815098 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 240125542 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 3559454 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 4299278 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 248642161 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 239857686 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1865580 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 939837 |
| IRS990/PYTotalExpensesAmt | 0 | 249581998 |
| IRS990/PYTotalRevenueAmt | 0 | 247716418 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -17253885 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 208340626 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 188576802 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2049440 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 4294146 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 3216599 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 13607656 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 16824255 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 212140 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 690956 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 903096 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 167900 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 270979959 |
| IRS990ScheduleD/ExplanationProvidedInd | 0 | X |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | true |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 167900 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 3614164 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 3614164 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt | 0 | 17606 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt | 0 | 88036 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt | 0 | 105642 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -2509939 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 167900 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 42228085 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 753446 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 3776745 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 75217 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO AFFILIATED FUNDS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | EMPLOYEE'S ACCUMULATED BENEFITS PAY |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | NET OPEB OBLIGATION |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | PENSION WITHDRAWAL LIABILITY |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -2509939 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 167900 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 253726074 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | FUNDS FROM TWO LOCAL UNIONS FOR HEALTH AND SEVERANCE BENEFITS ARE MAINTAINED IN SEPARATE ACCOUNTS HELD BY THE TRUST AS CUSTODIAN. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Investment fees $167900 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part IV, Line 2b: Explanation of escrow account liability |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 7060509 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 271147859 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 46833493 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 253893974 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 251216135 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 270979959 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 133318 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 410803 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 21250 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 9303 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | FRANCISCO MORALES |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | RALPH PEPE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | Superintendent |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | Real Estate Mgr |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 154568 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 420106 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | true |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORM 990 WAS REVIEWED IN DETAIL WITH THE KEY MEMBERS OF THE FUND'S MANAGEMENT AND A COPY OF THE RETURN WAS MADE AVAILABLE TO THE BOARD OF TRUSTEES. AFTER THE DETAILED REVIEW, THE RETURN WAS APPROVED FOR FILING WITH THE INTERNAL REVENUE SERVICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE PROCESS BY WHICH THE POLICY IS MONITORED AND ENFORCED INCLUDES RECOMMENDED ATTENDANCE AT CONTINUING PROFESSIONAL EDUCATION CONFERENCES AND SEMINARS THAT DISCUSS, AMONG MANY THINGS, SOUND FIDUCIARY PRACTICES AND POLICIES, AS WELL AS THROUGH INTERNAL TRAINING SESSIONS THAT ARE MANDATED FOR ALL NEW TRUSTEES, AND ON-GOING COMMUNICATIONS AT EXECUTIVE BOARD AND BOARD OF TRUSTEES MEETINGS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ONCE A REQUEST IS MADE, THE MANAGEMENT OF THE FUND ARRANGES A MUTUALLY CONVENIENT MEETINGS TO REVIEW ALL REQUESTED INFORMATION TO THE REQUESTED PARTIES' SATISFACTION. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 1 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 2 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 3 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 4 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 5 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 6 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 7 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 8 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 9 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 10 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 11 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 12 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 13 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 14 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 15 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 1 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 2 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 3 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 4 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 5 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 6 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 7 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 8 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 9 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 10 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 11 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 12 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 13 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 14 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 15 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | NY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 1 | NY |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.