Civic Intelligence

Retired Public Employees Associationinc

EIN 14-1509289 • 501(c)5 • Troy, NY

Profile

The mission of the association is to protect, promote, develop and improve the pensions and related income, health benefits and quality of life for all present and future public retirees.

165 Jordan RoadTroy, NY 12180

rpea.org

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.90x

Higher debt load relative to revenue than 90% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$131,070

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

5.5%

Faster asset growth than 48% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-5.5%

Faster revenue growth than 28% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$1,500,676

Up $151,030 (+11%) from 2022

Liabilities

Up

$527,367

Up $104,330 (+25%) from 2022

Net Assets

Up

$973,309

Up $46,700 (+5.0%) from 2022

Operations
Liabilities / Revenue90th percentileNet Margin19th percentile

Revenue

Up

$594,676

Up $9,043 (+1.5%) from 2022

Expenses

Down

$589,669

Down $105,726 (-15%) from 2022

Net Income

Up

$5,007

Up $114,769 (+105%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $816,962Liabilities 2011: $404,806Net Assets 2011: $412,1562011Assets 2012: $867,320Liabilities 2012: $452,949Net Assets 2012: $414,3712012Assets 2013: $1,055,270Liabilities 2013: $456,231Net Assets 2013: $599,0392013Assets 2014: $1,543,784Liabilities 2014: $574,641Net Assets 2014: $969,1432014Assets 2015: $1,397,022Liabilities 2015: $345,770Net Assets 2015: $1,051,2522015Assets 2016: $1,486,680Liabilities 2016: $409,056Net Assets 2016: $1,077,6242016Assets 2017: $1,596,895Liabilities 2017: $393,854Net Assets 2017: $1,203,0412017Assets 2018: $1,583,621Liabilities 2018: $388,627Net Assets 2018: $1,194,9942018Assets 2019: $1,489,439Liabilities 2019: $391,565Net Assets 2019: $1,097,8742019Assets 2020: $1,399,203Liabilities 2020: $370,289Net Assets 2020: $1,028,9142020Assets 2021: $1,624,171Liabilities 2021: $403,257Net Assets 2021: $1,220,9142021Assets 2022: $1,349,646Liabilities 2022: $423,037Net Assets 2022: $926,6092022Assets 2023: $1,500,676Liabilities 2023: $527,367Net Assets 2023: $973,3092023

Highlighted filing

2023

Assets$1,500,676
Liabilities$527,367
Net Assets$973,309
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $793,960Expenses 2011: $739,454Net Income 2011: $54,5062011Expenses 2012: $738,6122012Expenses 2013: $642,6622013Revenue 2014: $1,119,399Expenses 2014: $850,770Net Income 2014: $268,6292014Revenue 2015: $829,635Expenses 2015: $713,974Net Income 2015: $115,6612015Revenue 2016: $693,564Expenses 2016: $758,352Net Income 2016: -$64,7882016Revenue 2017: $744,174Expenses 2017: $709,017Net Income 2017: $35,1572017Revenue 2018: $667,589Expenses 2018: $728,897Net Income 2018: -$61,3082018Revenue 2019: $681,173Expenses 2019: $808,518Net Income 2019: -$127,3452019Revenue 2020: $664,183Expenses 2020: $702,876Net Income 2020: -$38,6932020Revenue 2021: $791,470Expenses 2021: $651,849Net Income 2021: $139,6212021Revenue 2022: $585,633Expenses 2022: $695,395Net Income 2022: -$109,7622022Revenue 2023: $594,676Expenses 2023: $589,669Net Income 2023: $5,0072023

Highlighted filing

2023

Revenue$594,676
Expenses$589,669
Net Income$5,007
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,500,676
Liabilities
$527,367
Net assets
$973,309
Revenue
$594,676
Expenses
$589,669
Net income
$5,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.50$0.53$0.97$0.59$0.59$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.42$0.93$0.59$0.70$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.40$1.22$0.79$0.65$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.37$1.03$0.66$0.70$0.04
2019Summary only. Only limited summary data is available for this year.$1.49$0.39$1.10$0.68$0.81$0.13
2018Summary only. Only limited summary data is available for this year.$1.58$0.39$1.19$0.67$0.73$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.39$1.20$0.74$0.71$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.41$1.08$0.69$0.76$0.06
2015Summary only. Only limited summary data is available for this year.$1.40$0.35$1.05$0.83$0.71$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.57$0.97$1.12$0.85$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.46$0.60$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.45$0.41$0.74
2011Summary only. Only limited summary data is available for this year.$0.82$0.40$0.41$0.79$0.74$0.05
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jun 12, 2023
Return Version
2021v4.2
Gross Receipts
$722,509
Mission and Program Overview

Mission

The mission of the association is to protect, promote, develop and improve the pensions and related income, health benefits and quality of life for all present and future public retirees.

The association is engaged in the protection of benefits for retired public employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,398,960$1,199,706▼ $199,254
Savings and Temporary Cash Investments$202,125$120,124▼ $82,001
Land, Buildings, and Equipment, Net$11,608$22,484▲ $10,876
Prepaid Expenses and Deferred Charges$7,209$3,505▼ $3,704
Cash and Non-Interest-Bearing Accounts$125$125→ $0
Total Assets$1,624,171$1,349,646▼ $274,525
Other Assets Total$4,144$3,702▼ $442
Liabilities
Other Liabilities$388,202$390,378▲ $2,176
Accounts Payable and Accrued Expenses$15,055$32,659▲ $17,604
Total Liabilities$403,257$423,037▲ $19,780
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,220,914$926,609▼ $294,305
Total Net Assets Fund Balance$1,220,914$926,609▼ $294,305
Total Liabilities and Net Assets / Fund Balance$1,624,171$1,349,646▼ $274,525

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,484$127,540$150,024
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Edward FarrellExecutive DirectorFT$87,680$87,680

Board Members and Trustees

NameTitle
Diana HinchcliffPresident
Barry Isenberg1st Vice-president
Mary FryeExecutive Vice President
Alan DornTrustee
Darrily Scheich-ausielloTrustee
Dawn BennettTrustee
James RulisonTrustee
Jody FoxTrustee
Marcia SchumannTrustee
Patricia WalshTrustee
Roann DestitoTrustee
Stanley WinterTrustee
Tim ElliottTrustee
Tina FahringerTrustee
William BarrettTrustee
Mark RosenholzAssistant Secretary
Edward BrownAssistant Treasurer
Thomas LallyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$492,772
Program Service Revenue
$0
Investment Income
$75,339
Other Revenue
$17,522
All Other Contributions
$492,772
Change in Net Assets
$-109,762

Audited Revenue Reconciliation

Revenue per Audited Statements
$585,633
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-184,543
Total Revenue per Audited Statements
$401,090
Total Revenue per Form 990
$585,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$363,526
Salaries, Compensation, and Employee Benefits$274,460
Professional Fundraising Fees$57,409
Grants and Similar Amounts Paid$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$152,198
Current Officers, Directors, Trustees, and Key Employees---$88,422
Fees for Services Professional Fundraising---$57,409
Occupancy---$47,045
Fees for Services Lobbying---$35,000
Conferences and Meetings---$24,158
Payroll Taxes---$21,696
Office Expenses---$14,098
Other Employee Benefits---$12,144
Fees for Service Investment Mgmnt Fees---$11,657
Other Expenses---$10,623
All Other Expenses---$9,994
Fees for Services Accounting---$7,250
Insurance---$6,606
Information Technology---$5,106
Travel---$3,404
Depreciation Depletion---$2,627
Total Functional Expenses$0$0$0$695,395

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$695,395
Total Expenses per Audited Statements$695,395
Total Expenses per Form 990$695,395
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
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$57,409
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Dues Collected in Advance$390,378
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The board of trustees is provided the form 990 and it is reviewed before an officer signs the form 990.”

Form 990, Part VI, Section C, Line 19

“The association's form 990 is available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Retired Public Employees Associationinc
EIN
14-1509289
Phone
5188692542
Address
165 JORDAN ROAD, TROY, NY 12180

Signing Officer

Name
Diana Hinchcliff
Title
President
Phone
5188692542
Signed
2023-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Hinchcliff
Formed
1969
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
5
Volunteers
0

Preparer

Firm
Brown & Fitzgerald Pc
Address
224 OLD LOUDON ROAD, LATHAM, NY 12110
Preparer
John E Laforest Sr
Phone
5187835509
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“NO CHANGE.”

Financial Statement Notes

PART X, LINE 2:

“The association recognizes and measures its unrecognized tax benefits in accordance with fasb asc 740, "income taxes". Under that guidance the association assesses the likelihood, based upon their technical merit, that the positions will be sustained upon examination based on the facts, circumstances and information available at the end of each period. The measurement of unrecognized tax benefits is adjusted when new information is available, or when an event occurs that requires a change. The association files a form 990 annually with the internal revenue service. Management evaluates the association's tax positions, including interest and penalties attributable therto, and concluded that the association had taken no position that required adjustment in its financial statements as of september 30, 2022.”

Raw XML AppendixShowing 400 of 451 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/BOYAmt015055
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt032659
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ASSOCIATION IS ENGAGED IN THE PROTECTION OF BENEFITS FOR RETIRED PUBLIC EMPLOYEES.
IRS990/AllOtherContributionsAmt0492772
IRS990/AllOtherExpensesGrp/TotalAmt09994
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05188692542
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0165 JORDAN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0TROY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012180
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0125
IRS990/CashNonInterestBearingGrp/EOYAmt0125
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt088422
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt024158
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0492772
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt075339
IRS990/CYOtherExpensesAmt0363526
IRS990/CYOtherRevenueAmt017522
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-109762
IRS990/CYSalariesCompEmpBnftPaidAmt0274460
IRS990/CYTotalExpensesAmt0695395
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt057409
IRS990/CYTotalRevenueAmt0585633
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02627
IRS990/Desc0THE ASSOCIATION IS ENGAGED IN THE PROTECTION OF BENEFITS FOR RETIRED PUBLIC EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07250
IRS990/FeesForServicesLobbyingGrp/TotalAmt035000
IRS990/FeesForServicesProfFundraising/TotalAmt057409
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011657
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
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IRS990/Form990PartVIISectionAGrp/PersonNm0ALAN DORN
IRS990/Form990PartVIISectionAGrp/PersonNm1BARRY ISENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS LALLY
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK ROSENHOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm4JODY FOX
IRS990/Form990PartVIISectionAGrp/PersonNm5EDWARD BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm7TINA FAHRINGER
IRS990/Form990PartVIISectionAGrp/PersonNm8DAWN BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm9MARCIA SCHUMANN
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES RULISON
IRS990/Form990PartVIISectionAGrp/PersonNm11PATRICIA WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm12ROANN DESTITO
IRS990/Form990PartVIISectionAGrp/PersonNm13STANLEY WINTER
IRS990/Form990PartVIISectionAGrp/PersonNm14TIM ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm15DARRILY SCHEICH-AUSIELLO
IRS990/Form990PartVIISectionAGrp/PersonNm16MARY FRYE
IRS990/Form990PartVIISectionAGrp/PersonNm17DIANA HINCHCLIFF
IRS990/Form990PartVIISectionAGrp/PersonNm18EDWARD FARRELL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1887680
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt050910
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0187786
IRS990/GrossReceiptsAmt0722509
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt05106
IRS990/InsuranceGrp/TotalAmt06606
IRS990/InvestmentIncomeGrp/ExclusionAmt024429
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024429
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01398960
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01199706
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0127540
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011608
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022484
IRS990/LandBldgEquipCostOrOtherBssAmt0150024
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0136876
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ASSOCIATION IS TO PROTECT, PROMOTE, DEVELOP AND IMPROVE THE PENSIONS AND RELATED INCOME, HEALTH BENEFITS AND QUALITY OF LIFE FOR ALL PRESENT AND FUTURE PUBLIC RETIREES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01220914
IRS990/NetAssetsOrFundBalancesEOYAmt0926609
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt050910
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt050910
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-184543
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01220914
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0926609
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt047045
IRS990/OfficeExpensesGrp/TotalAmt014098
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04144
IRS990/OtherAssetsTotalGrp/EOYAmt03702
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012144
IRS990/OtherExpensesGrp/Desc0MEDIA RELATIONS/COMMUNI
IRS990/OtherExpensesGrp/Desc1NEWSLETTER PREP & POSTA
IRS990/OtherExpensesGrp/Desc2POSTAGE AND MAIL PREP
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/TotalAmt0120264
IRS990/OtherExpensesGrp/TotalAmt136471
IRS990/OtherExpensesGrp/TotalAmt229223
IRS990/OtherExpensesGrp/TotalAmt310623
IRS990/OtherLiabilitiesGrp/BOYAmt0388202
IRS990/OtherLiabilitiesGrp/EOYAmt0390378
IRS990/OtherSalariesAndWagesGrp/TotalAmt0152198
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt021696
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07209
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03505
IRS990/PrincipalOfficerNm0DIANA HINCHCLIFF
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0555563
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0216390
IRS990/PYOtherExpensesAmt0331063
IRS990/PYOtherRevenueAmt019517
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0139621
IRS990/PYSalariesCompEmpBnftPaidAmt0263105
IRS990/PYTotalExpensesAmt0651849
IRS990/PYTotalProfFndrsngExpnsAmt057681
IRS990/PYTotalRevenueAmt0791470
IRS990/ReconcilationRevenueExpnssAmt0-109762
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt017522
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt017522
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0202125
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120124
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt022484
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0127540
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0150024
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0695395
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-184543
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0390378
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUES COLLECTED IN ADVANCE
IRS990ScheduleD/RevenueNotReportedAmt0-184543
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0585633
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX BENEFITS IN ACCORDANCE WITH FASB ASC 740, "INCOME TAXES". UNDER THAT GUIDANCE THE ASSOCIATION ASSESSES THE LIKELIHOOD, BASED UPON THEIR TECHNICAL MERIT, THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. THE ASSOCIATION FILES A FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. MANAGEMENT EVALUATES THE ASSOCIATION'S TAX POSITIONS, INCLUDING INTEREST AND PENALTIES ATTRIBUTABLE THERTO, AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO POSITION THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022484
IRS990ScheduleD/TotalExpensesPerForm990Amt0695395
IRS990ScheduleD/TotalLiabilityAmt0390378
IRS990ScheduleD/TotalRevenuePerForm990Amt0585633
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0401090
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0695395
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0MAILING LABELS
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0191801
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0134392
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0MAGNET DIRECT
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt057409
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0321 MANLEY STREET
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WEST BRIDGEWATER
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd002379
IRS990ScheduleG/LicensedStatesCd0NY
IRS990ScheduleG/LicensedStatesCd1PA
IRS990ScheduleG/LicensedStatesCd2NJ
IRS990ScheduleG/LicensedStatesCd3NC
IRS990ScheduleG/LicensedStatesCd4FL
IRS990ScheduleG/LicensedStatesCd5VA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0PAYMENTS ARE MADE TO FUNDRAISER FOR ALL COSTS CONNECTED WITH THE LABEL CAMPAIGN SUCH AS MATERIALS, MAIL PREP AND POSTAGE.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleG/TotalGrossReceiptsAmt0191801
IRS990ScheduleG/TotalNetToOrganizationAmt0134392
IRS990ScheduleG/TotalRetainedByContractorsAmt057409
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES IS PROVIDED THE FORM 990 AND IT IS REVIEWED BEFORE AN OFFICER SIGNS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01624171
IRS990/TotalAssetsEOYAmt01349646
IRS990/TotalAssetsGrp/BOYAmt01624171
IRS990/TotalAssetsGrp/EOYAmt01349646
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0492772
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt0695395
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0403257
IRS990/TotalLiabilitiesEOYAmt0423037
IRS990/TotalLiabilitiesGrp/BOYAmt0403257
IRS990/TotalLiabilitiesGrp/EOYAmt0423037
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01220914
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0926609
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt087680
IRS990/TotalRevenueGrp/ExclusionAmt041951
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050910

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