Civic Intelligence

Public Employees Federation Membership Benefits Program

EIN 13-3060718 • 501(c)5 • Albany, NY

Profile

To provide certain benefits and services to members of the new york state public employees federation, afl-cio.

10 Airline Drive 101Albany, NY 12205

www.pefmembershipbenefits.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.19x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)5 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.18x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)5 • $50M-$100M nonprofits • Source year 2025

Net Margin

27th percentile

3.7%

Higher net margin than 27% of similar nonprofits.

501(c)5 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

9th percentile

$142,199

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)5 • $50M-$100M nonprofits • Source year 2025

Asset Growth

44th percentile

7.8%

Faster asset growth than 44% of similar nonprofits.

501(c)5 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

5.8%

Faster revenue growth than 41% of similar nonprofits.

501(c)5 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$26,892,975

Up $1,907,134 (+7.6%) from 2023

Liabilities

Up

$4,243,430

Up $428,366 (+11%) from 2023

Net Assets

Up

$22,649,545

Up $1,478,768 (+7.0%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin27th percentile

Revenue

Up

$28,170,854

Up $1,843,826 (+7.0%) from 2023

Expenses

Up

$28,514,484

Up $1,427,219 (+5.3%) from 2023

Net Income

Up

-$343,630

Up $416,607 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$30M$20M$10M$0Assets 2011: $22,386,347Liabilities 2011: $2,329,290Net Assets 2011: $20,057,0572011Assets 2012: $21,134,246Liabilities 2012: $1,540,295Net Assets 2012: $19,593,9512012Assets 2013: $22,115,238Liabilities 2013: $2,596,351Net Assets 2013: $19,518,8872013Assets 2014: $23,944,755Liabilities 2014: $1,311,613Net Assets 2014: $22,633,1422014Assets 2015: $25,163,056Liabilities 2015: $1,995,234Net Assets 2015: $23,167,8222015Assets 2016: $23,496,571Liabilities 2016: $2,083,013Net Assets 2016: $21,413,5582016Assets 2017: $24,971,714Liabilities 2017: $2,556,941Net Assets 2017: $22,414,7732017Assets 2018: $24,404,798Liabilities 2018: $2,235,668Net Assets 2018: $22,169,1302018Assets 2019: $23,806,032Liabilities 2019: $2,335,525Net Assets 2019: $21,470,5072019Assets 2020: $23,959,478Liabilities 2020: $2,388,967Net Assets 2020: $21,570,5112020Assets 2021: $27,190,754Liabilities 2021: $2,523,939Net Assets 2021: $24,666,8152021Assets 2022: $25,284,552Liabilities 2022: $2,737,127Net Assets 2022: $22,547,4252022Assets 2023: $24,985,841Liabilities 2023: $3,815,064Net Assets 2023: $21,170,7772023Assets 2024: $26,892,975Liabilities 2024: $4,243,430Net Assets 2024: $22,649,5452024

Highlighted filing

2024

Assets$26,892,975
Liabilities$4,243,430
Net Assets$22,649,545
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $24,003,7512011Expenses 2012: $24,029,7002012Revenue 2013: $22,407,698Expenses 2013: $22,167,329Net Income 2013: $240,3692013Revenue 2014: $25,085,265Expenses 2014: $22,587,656Net Income 2014: $2,497,6092014Revenue 2015: $24,476,106Expenses 2015: $24,414,504Net Income 2015: $61,6022015Revenue 2016: $24,365,355Expenses 2016: $24,901,164Net Income 2016: -$535,8092016Revenue 2017: $25,777,761Expenses 2017: $25,458,375Net Income 2017: $319,3862017Revenue 2018: $25,749,911Expenses 2018: $25,921,991Net Income 2018: -$172,0802018Revenue 2019: $25,946,486Expenses 2019: $26,175,176Net Income 2019: -$228,6902019Revenue 2020: $25,497,409Expenses 2020: $26,370,135Net Income 2020: -$872,7262020Revenue 2021: $26,924,559Expenses 2021: $25,658,320Net Income 2021: $1,266,2392021Revenue 2022: $27,827,545Expenses 2022: $26,676,766Net Income 2022: $1,150,7792022Revenue 2023: $26,327,028Expenses 2023: $27,087,265Net Income 2023: -$760,2372023Revenue 2024: $28,170,854Expenses 2024: $28,514,484Net Income 2024: -$343,6302024

Highlighted filing

2024

Revenue$28,170,854
Expenses$28,514,484
Net Income-$343,630
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,892,975
Liabilities
$4,243,430
Net assets
$22,649,545
Revenue
$28,170,854
Expenses
$28,514,484
Net income
-$343,630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.9$4.24$22.6$28.2$28.5$0.34
2023Detailed filing. Detailed filing data is available for this year.$25.0$3.82$21.2$26.3$27.1$0.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$2.74$22.5$27.8$26.7$1.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$2.52$24.7$26.9$25.7$1.27
2020Detailed filing. Detailed filing data is available for this year.$24.0$2.39$21.6$25.5$26.4$0.87
2019Detailed filing. Detailed filing data is available for this year.$23.8$2.34$21.5$25.9$26.2$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$2.24$22.2$25.7$25.9$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.0$2.56$22.4$25.8$25.5$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$2.08$21.4$24.4$24.9$0.54
2015Detailed filing. Detailed filing data is available for this year.$25.2$2.00$23.2$24.5$24.4$0.06
2014Detailed filing. Detailed filing data is available for this year.$23.9$1.31$22.6$25.1$22.6$2.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$2.60$19.5$22.4$22.2$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$1.54$19.6$24.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$2.33$20.1$24.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$60,275,987
Mission and Program Overview

Mission

To provide certain benefits and services to members of the new york state public employees federation, afl-cio.

To provide certain welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,170,777$22,649,545▲ $1,478,768
Investments in Publicly Traded Securities$18,943,034$20,227,686▲ $1,284,652
Savings and Temporary Cash Investments$1,227,025$1,879,064▲ $652,039
Investments Other Securities$1,550,107$1,772,845▲ $222,738
Accounts Receivable$977,103$1,115,492▲ $138,389
Prepaid Expenses and Deferred Charges$716,406$594,128▼ $122,278
Cash and Non-Interest-Bearing Accounts$255,770$228,413▼ $27,357
Land, Buildings, and Equipment, Net$224,677$139,765▼ $84,912
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$24,985,841$26,892,975▲ $1,907,134
Other Assets Total$1,091,719$935,582▼ $156,137
Liabilities
Accounts Payable and Accrued Expenses$2,576,860$3,133,803▲ $556,943
Other Liabilities$1,100,395$947,809▼ $152,586
Deferred Revenue$137,809$161,818▲ $24,009
Total Liabilities$3,815,064$4,243,430▲ $428,366
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,170,777$22,649,545▲ $1,478,768
Total Liabilities and Net Assets / Fund Balance$24,985,841$26,892,975▲ $1,907,134

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,518$276,301$310,819
Leasehold Improvements$84,039$70,624$154,663
Other Land Buildings$21,208$60,972$82,180
Other Securities$1,772,845--
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleOtherTotal
Wayne SpenceTrustee$134,270$134,270
Joseph DonahueTrustee$68,307$68,307

Board Members and Trustees

NameTitle
BERNADETTE O'CONNERTrustee
David DubofskyTrustee
Jeanette SantosTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
10 Airline Holdings LLCRent8 STONERIDGE DRIVE, Loudonville, NY 12211$191,987
Lippes Mathias Wexler & FriedmanLegal Services Benefits50 FOUNTAIN PLAZA, Buffalo, NY 14202$126,962
Feldman Kramer & Monaco PCLegal Services Benefits330 VANDERBILT MOTOR PARKWAY, Hauppauge, NY 11788$120,841
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,750,658
Investment Income
$1,399,470
Other Revenue
$20,726
Change in Net Assets
$-343,630

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,081,422
Revenue Not Reported on Financial Statements
$89,432
Revenue Not Reported on Form 990
$1,822,398
Total Revenue per Audited Statements
$29,903,820
Total Revenue per Form 990
$28,170,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,751,494
Other Expenses$1,594,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$23,168,738
Other Salaries and Wages---$2,280,887
Other Employee Benefits---$836,560
Fees for Services Other---$521,365
Pension Plan Contributions---$459,203
Occupancy---$242,204
Office Expenses---$224,252
Payroll Taxes---$174,844
Fees for Services Legal---$96,000
Fees for Service Investment Mgmnt Fees---$89,432
Depreciation Depletion---$84,912
Insurance---$77,898
Conferences and Meetings---$63,458
Information Technology---$32,507
Travel---$30,671
Advertising---$29,166
Fees for Services Accounting---$27,000
Other Expenses---$250
Total Functional Expenses$0$0$0$28,514,484

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$28,514,484
Expenses per Audited Statements$28,425,052
Total Expenses per Audited Statements$28,425,052
Expenses Not Reported on Financial Statements$89,432
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
Lease Liability - Operating Lease$947,809
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No committee has the authority to act on behalf of the board of trustees.”

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

“This form 990 is reviewed by the chairperson of the board of trustees and the program administrator with its independent accountant.”

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

“The trustees, officers, and employees of the program annually disclose to the program interests that could give rise to prohibited conflicts of interest. Each trustee shall annually sign a statement, which affirms that such trustee has received a copy of the conflicts of interest policy, has read and understands the policy, and has agreed to comply with the policy.”

Form 990, Part VI, Section C, Line 19

“Disclosures required by law are available to the public at the fund's office, upon request.”

Filing and Contact Details

Filer

Filer Name
Public Employees Federation
EIN
13-3060718
Phone
5187851900
Address
10 AIRLINE DRIVE 101, ALBANY, NY 12205

Signing Officer

Name
Stephanie Mclean-beathley
Title
Administrator
Phone
5187851900
Signed
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Spence
Formed
1979
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Peter Decarlo CPA Pllc
Address
125 WOLF ROAD SUITE 112, ALBANY, NY 12205
Preparer
Peter Decarlo CPA
Phone
5186508844
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The program's board of trustees assumes responsibility for oversight of the audit and selection of the independent accountant. There was no change during the tax year in either the program's oversight or selection process.”

Raw XML AppendixShowing 400 of 427 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/BOYAmt02576860
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03133803
IRS990/AccountsReceivableGrp/BOYAmt0977103
IRS990/AccountsReceivableGrp/EOYAmt01115492
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE CERTAIN WELFARE BENEFITS TO MEMBERS.
IRS990/AdvertisingGrp/TotalAmt029166
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt023168738
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEPHANIE MCLEAN-BEATHLEY
IRS990/BooksInCareOfDetail/PhoneNum05187851900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 AIRLINE DRIVE SUITE 101
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012205
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0255770
IRS990/CashNonInterestBearingGrp/EOYAmt0228413
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt063458
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0191987
IRS990/ContractorCompensationGrp/CompensationAmt1126962
IRS990/ContractorCompensationGrp/CompensationAmt2120841
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt08 STONERIDGE DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt150 FOUNTAIN PLAZA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2330 VANDERBILT MOTOR PARKWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOUDONVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BUFFALO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2HAUPPAUGE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd012211
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd114202
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd211788
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt010 AIRLINE HOLDINGS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1LIPPES MATHIAS WEXLER & FRIEDMAN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2FELDMAN KRAMER & MONACO PC
IRS990/ContractorCompensationGrp/ServicesDesc0RENT
IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL SERVICES BENEFITS
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL SERVICES BENEFITS
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt023168738
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01399470
IRS990/CYOtherExpensesAmt01594252
IRS990/CYOtherRevenueAmt020726
IRS990/CYProgramServiceRevenueAmt026750658
IRS990/CYRevenuesLessExpensesAmt0-343630
IRS990/CYSalariesCompEmpBnftPaidAmt03751494
IRS990/CYTotalExpensesAmt028514484
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt028170854
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0137809
IRS990/DeferredRevenueGrp/EOYAmt0161818
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt084912
IRS990/Desc0THE PROGRAM PROVIDED CERTAIN BENEFITS AND SERVICES TO APPROXIMATELY 54,000 ACTIVE AND 15,000 RETIRED MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, ON A VOLUNTARY BASIS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt027000
IRS990/FeesForServicesLegalGrp/TotalAmt096000
IRS990/FeesForServicesOtherGrp/TotalAmt0521365
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt089432
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt218.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt318.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt021020
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110108
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0WAYNE SPENCE
IRS990/Form990PartVIISectionAGrp/PersonNm1JOSEPH DONAHUE
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID DUBOFSKY
IRS990/Form990PartVIISectionAGrp/PersonNm3BERNADETTE O'CONNER
IRS990/Form990PartVIISectionAGrp/PersonNm4JEANETTE SANTOS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0113250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt158199
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0911286
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt033016419
IRS990/GrossReceiptsAmt060275987
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt032507
IRS990/InsuranceGrp/TotalAmt077898
IRS990/InvestmentIncomeGrp/ExclusionAmt0488184
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0488184
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01550107
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01772845
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018943034
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020227686
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0407897
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0224677
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0139765
IRS990/LandBldgEquipCostOrOtherBssAmt0547662
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032105133
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE CERTAIN BENEFITS AND SERVICES TO MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021170777
IRS990/NetAssetsOrFundBalancesEOYAmt022649545
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0911286
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0911286
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01822398
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0242204
IRS990/OfficeExpensesGrp/TotalAmt0224252
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01091719
IRS990/OtherAssetsTotalGrp/EOYAmt0935582
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0836560
IRS990/OtherExpensesGrp/Desc0CREDIT CARD PROCESSING
IRS990/OtherExpensesGrp/Desc1PROVISION FOR DOUBTFUL
IRS990/OtherExpensesGrp/Desc2CORPORATION TAXES
IRS990/OtherExpensesGrp/TotalAmt071456
IRS990/OtherExpensesGrp/TotalAmt13681
IRS990/OtherExpensesGrp/TotalAmt2250
IRS990/OtherLiabilitiesGrp/BOYAmt01100395
IRS990/OtherLiabilitiesGrp/EOYAmt0947809
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/BusinessCd1525990
IRS990/OtherRevenueMiscGrp/BusinessCd2525990
IRS990/OtherRevenueMiscGrp/Desc0CREDIT CARD REBATES
IRS990/OtherRevenueMiscGrp/Desc1SECURITIES LITIGATION SETTLEMENTS
IRS990/OtherRevenueMiscGrp/Desc2OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018283
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12255
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2188
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018283
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12255
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2188
IRS990/OtherRevenueTotalAmt020726
IRS990/OtherSalariesAndWagesGrp/TotalAmt02280887
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0174844
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0459203
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0716406
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0594128
IRS990/PrincipalOfficerNm0WAYNE SPENCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2531120
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1BENEFIT ADMINISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2LIMITED PARTNERSHIP INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026214400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1617466
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026214400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1617466
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2-81208
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0-81208
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt022112101
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0416228
IRS990/PYOtherExpensesAmt01704915
IRS990/PYOtherRevenueAmt036050
IRS990/PYProgramServiceRevenueAmt025874750
IRS990/PYRevenuesLessExpensesAmt0-760237
IRS990/PYSalariesCompEmpBnftPaidAmt03270249
IRS990/PYTotalExpensesAmt027087265
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026327028
IRS990/ReconcilationRevenueExpnssAmt0-343630
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt021170777
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022649545
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01227025
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01879064
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt034518
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0276301
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0310819
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt089432
IRS990ScheduleD/ExpensesSubtotalAmt028425052
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt089432
IRS990ScheduleD/InvestmentExpensesNotIncldAmt089432
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt084039
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt070624
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0154663
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01822398
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021208
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt060972
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt082180
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0947809
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY - OPERATING LEASE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01772845
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01822398
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt089432
IRS990ScheduleD/RevenueSubtotalAmt028081422
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0139765
IRS990ScheduleD/TotalBookValueSecuritiesAmt01772845
IRS990ScheduleD/TotalExpensesPerForm990Amt028514484
IRS990ScheduleD/TotalLiabilityAmt0947809
IRS990ScheduleD/TotalRevenuePerForm990Amt028170854
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt029903820
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028425052
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS FORM 990 IS REVIEWED BY THE CHAIRPERSON OF THE BOARD OF TRUSTEES AND THE PROGRAM ADMINISTRATOR WITH ITS INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES, OFFICERS, AND EMPLOYEES OF THE PROGRAM ANNUALLY DISCLOSE TO THE PROGRAM INTERESTS THAT COULD GIVE RISE TO PROHIBITED CONFLICTS OF INTEREST. EACH TRUSTEE SHALL ANNUALLY SIGN A STATEMENT, WHICH AFFIRMS THAT SUCH TRUSTEE HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISCLOSURES REQUIRED BY LAW ARE AVAILABLE TO THE PUBLIC AT THE FUND'S OFFICE, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROGRAM'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE DURING THE TAX YEAR IN EITHER THE PROGRAM'S OVERSIGHT OR SELECTION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW YORK STATE PUBLIC EMPLOYEES FEDERATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132808635
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01168-70 TROY-SCHENECTADY ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LATHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012110
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02280887
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11374738
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NEW YORK STATE PUBLIC EMPLOYEES FEDERATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NEW YORK STATE PUBLIC EMPLOYEES FEDERATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt024985841
IRS990/TotalAssetsEOYAmt026892975
IRS990/TotalAssetsGrp/BOYAmt024985841
IRS990/TotalAssetsGrp/EOYAmt026892975
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt028514484
IRS990/TotalGrossUBIAmt0-81208
IRS990/TotalLiabilitiesBOYAmt03815064
IRS990/TotalLiabilitiesEOYAmt04243430
IRS990/TotalLiabilitiesGrp/BOYAmt03815064
IRS990/TotalLiabilitiesGrp/EOYAmt04243430
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021170777
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022649545
IRS990/TotalOtherCompensationAmt031128
IRS990/TotalProgramServiceRevenueAmt026750658
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01399470
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026852592
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028170854
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-81208
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt024985841
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026892975
IRS990/TotReportableCompRltdOrgAmt0171449
IRS990/TravelGrp/TotalAmt030671
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 AIRLINE DRIVE 101
IRS990/USAddress/CityNm0ALBANY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012205
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.PEFMBP.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE MCLEAN-BEATHLEY

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