Civic Intelligence

New York State Retirees Public Employees

990 • Fiscal year 2015 • EIN 22-2518068

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileWWW.PEF.ORG
1168-70 Troy-schenectady RoadLatham, NY 12110

(518) 785-1900

Siviq Scores

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

Liabilities / Assets

61st percentile

0.02x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.03x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Net Margin

97th percentile

48%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2015

Asset Growth

95th percentile

51%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

74%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$902,045

Up $306,412 (+51%) from 2014

Net Assets

Up

$881,778

Up $297,864 (+51%) from 2014

Liabilities

Up

$20,267

Up $8,548 (+73%) from 2014

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin97th percentile

Revenue

Up

$624,640

Up $265,190 (+74%) from 2014

Expenses

Down

$324,186

Down $166,095 (-34%) from 2014

Net Income

Up

$300,454

Up $431,285 (+330%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $298,582Liabilities 2010: $15,161Net Assets 2010: $283,4212010Assets 2011: $322,200Liabilities 2011: $7,608Net Assets 2011: $314,5922011Assets 2012: $409,563Liabilities 2012: $11,740Net Assets 2012: $397,8232012Assets 2013: $711,840Liabilities 2013: $11,719Net Assets 2013: $700,1212013Assets 2014: $595,633Liabilities 2014: $11,719Net Assets 2014: $583,9142014Assets 2015: $902,045Liabilities 2015: $20,267Net Assets 2015: $881,7782015Assets 2016: $946,741Liabilities 2016: $20,267Net Assets 2016: $926,4742016Assets 2017: $1,086,020Liabilities 2017: $25,884Net Assets 2017: $1,060,1362017Assets 2018: $1,200,349Liabilities 2018: $120,797Net Assets 2018: $1,079,5522018Assets 2019: $1,340,718Liabilities 2019: $29,880Net Assets 2019: $1,310,8382019Assets 2020: $1,899,063Liabilities 2020: $9,125Net Assets 2020: $1,889,9382020Assets 2021: $2,674,308Liabilities 2021: $54,742Net Assets 2021: $2,619,5662021Assets 2022: $2,830,960Liabilities 2022: $64,581Net Assets 2022: $2,766,3792022Assets 2023: $3,332,802Liabilities 2023: $51,703Net Assets 2023: $3,281,0992023Assets 2024: $4,011,352Liabilities 2024: $33,104Net Assets 2024: $3,978,2482024

Highlighted filing

2015

Assets$902,045
Liabilities$20,267
Net Assets$881,778
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $256,4292010Expenses 2011: $283,4802011Expenses 2012: $235,7092012Revenue 2013: $488,081Expenses 2013: $197,295Net Income 2013: $290,7862013Revenue 2014: $359,450Expenses 2014: $490,281Net Income 2014: -$130,8312014Revenue 2015: $624,640Expenses 2015: $324,186Net Income 2015: $300,4542015Revenue 2016: $397,662Expenses 2016: $369,665Net Income 2016: $27,9972016Revenue 2017: $446,278Expenses 2017: $375,506Net Income 2017: $70,7722017Revenue 2018: $462,890Expenses 2018: $407,530Net Income 2018: $55,3602018Revenue 2019: $580,257Expenses 2019: $468,458Net Income 2019: $111,7992019Revenue 2020: $893,142Expenses 2020: $401,294Net Income 2020: $491,8482020Revenue 2021: $934,591Expenses 2021: $311,179Net Income 2021: $623,4122021Revenue 2022: $1,037,763Expenses 2022: $587,604Net Income 2022: $450,1592022Revenue 2023: $1,031,051Expenses 2023: $639,513Net Income 2023: $391,5382023Revenue 2024: $1,134,020Expenses 2024: $585,439Net Income 2024: $548,5812024

Highlighted filing

2015

Revenue$624,640
Expenses$324,186
Net Income$300,454
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$744,012
Mission and Program Overview

Mission

The association exists to promote the welfare of its members by representing them with respect to all terms and conditions of retirement. It shall support and defend all interests of new york state retirees, including those concerning the securing of economic advantage, organizing new york state retirees, cooperating with similar minded organizations, promoting the objectives of the public employees federation, strengthening and safeguarding itself, and utilizing its resources to achieve its objectives.

To provide a venue for social interaction and political activity in furtherance of the well being of the members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$160,247$449,179▲ $288,932
Investments in Publicly Traded Securities$406,725$427,641▲ $20,916
Cash and Non-Interest-Bearing Accounts$28,661$23,994▼ $4,667
Accounts Receivable-$1,231-
Total Assets$595,633$902,045▲ $306,412
Liabilities
Accounts Payable and Accrued Expenses$11,719$20,267▲ $8,548
Total Liabilities$11,719$20,267▲ $8,548
Net Assets / Fund Balance
Unrestricted Net Assets$583,914$881,778▲ $297,864
Total Net Assets Fund Balance$583,914$881,778▲ $297,864
Total Liabilities and Net Assets / Fund Balance$595,633$902,045▲ $306,412
Compensation and Service Providers
Top Officer Pay27th percentile

Board Members and Trustees

NameTitle
James CarrPresident
Craig Speers1st Vice President
Richard Magelaner2nd Vice President
Jo ZimmermanExecutive Board
Mark GrasmeyerExecutive Board
Mary ReidExecutive Board
Patrick MclaughlinExecutive Board
William CrottyExecutive Board
Jack LimExecutive Board - Past
Karl WokanExecutive Board - Past
Philip Del PianoExecutive Board - Past
Rosemary Rossi-williamsExecutive Board - Past
Karen DanishSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$13,355
Program Service Revenue
$602,183
Investment Income
$9,102
Other Revenue
$0
All Other Contributions
$13,355
Change in Net Assets
$300,454

Audited Revenue Reconciliation

Revenue per Audited Statements
$624,640
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-5,894
Total Revenue per Audited Statements
$618,746
Total Revenue per Form 990
$624,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$163,177
Other Expenses$161,009
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$98,014
Conferences and Meetings---$57,440
Other Employee Benefits---$35,635
Travel---$33,063
Office Expenses---$30,963
Pension Plan Contributions---$21,245
Fees for Services Other---$15,804
Payroll Taxes---$8,283
Fees for Service Investment Mgmnt Fees---$1,728
Other Expenses---$1,520
Advertising---$1,347
Insurance---$368
All Other Expenses---$125
Total Functional Expenses$0$0$0$324,186

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$324,186
Total Expenses per Audited Statements$324,186
Total Expenses per Form 990$324,186
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership is available to persons retired from public service in new york state, the spouse of a current or deceased member, and all members of the public employees federation who are within five years from eligibility into the retirement tier to which they belong.”

Form 990, Part VI, Section A, Line 7A

“The association's executive board is composed of 11 chapter presidents, who are elected by the members of the respective chapters, and a represntative to the pef executive board. The officers of association are elected by the executive board.”

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

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

Form 990, Part VI, Section B, Line 11

“NO REVIEW WAS CONDUCTED.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
New York State Retirees
EIN
22-2518068
Phone
5187851900
Address
1168-70 TROY-SCHENECTADY ROAD, LATHAM, NY 12110

Signing Officer

Name
James Carr
Title
President
Phone
5187851900
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Carr
Formed
1984
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Peter Decarlo CPA Pllc
Address
112 WEST 34TH STREET 18TH FLOOR, NEW YORK, NY 10120
Preparer
Peter Decarlo CPA
Phone
2129464907
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The association's financial statements are prepared using the modified cash basis of accounting.”

Form 990, Part XII, Line 2C

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

Raw XML Appendix386 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
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020267
IRS990/AccountsReceivableGrp/EOYAmt01231
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE A VENUE FOR SOCIAL INTERACTION AND POLITICAL ACTIVITY IN FURTHERANCE OF THE WELL BEING OF THE MEMBERS.
IRS990/AdvertisingGrp/TotalAmt01347
IRS990/AllOtherContributionsAmt013355
IRS990/AllOtherExpensesGrp/TotalAmt0125
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BILL WURSTER
IRS990/BooksInCareOfDetail/PhoneNum05187851900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01168-70 TROY-SCHENECTADY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LATHAM
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt057440
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013355
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE NEW YORK STATE RETIREES PUBLIC EMPLOYEES FEDERATION, AFL-CIO IDENTIFIED ISSUES CONCERNING ITS APPROXIMATELY 11,000 MEMBERS' PENSION AND HEALTH CARE SECURITY, EDUCATED MEMBERS TO ENHANCE THEIR RETIREMENT, PROVIDED ACCESS TO LOW COST MEMBERSHIP BENEFITS, ADVOCATED AND LOBBIED ON BEHALF OF MEMBERS ON MATTERS OF ECONOMIC SECURITY, WORKED IN SUPPORT OF CANDIDATES FOR PUBLIC OFFICE, AND COORDINATED WITH OTHER ORGANIZATIONS IN FURTHERANCE OF ITS MISSION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt015804
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01728
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES CARR
IRS990/Form990PartVIISectionAGrp/PersonNm1CRAIG SPEERS
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD MAGELANER
IRS990/Form990PartVIISectionAGrp/PersonNm3KAREN DANISH
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM CROTTY
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK GRASMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICK MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY REID
IRS990/Form990PartVIISectionAGrp/PersonNm8JO ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9PHILIP DEL PIANO
IRS990/Form990PartVIISectionAGrp/PersonNm10JACK LIM
IRS990/Form990PartVIISectionAGrp/PersonNm11ROSEMARY ROSSI-WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm12KARL WOKAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE BOARD - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE BOARD - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE BOARD - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE BOARD - PAST
IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt0744012
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0406725
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ASSOCIATION EXISTS TO PROMOTE THE WELFARE OF ITS MEMBERS BY REPRESENTING THEM WITH RESPECT TO ALL TERMS AND CONDITIONS OF RETIREMENT. IT SHALL SUPPORT AND DEFEND ALL INTERESTS OF NEW YORK STATE RETIREES, INCLUDING THOSE CONCERNING THE SECURING OF ECONOMIC ADVANTAGE, ORGANIZING NEW YORK STATE RETIREES, COOPERATING WITH SIMILAR MINDED ORGANIZATIONS, PROMOTING THE OBJECTIVES OF THE PUBLIC EMPLOYEES FEDERATION, STRENGTHENING AND SAFEGUARDING ITSELF, AND UTILIZING ITS RESOURCES TO ACHIEVE ITS OBJECTIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/Desc0FUNCTIONS AND HOLIDAY E
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DUES PAID TO
IRS990/OtherExpensesGrp/Desc2GOOD AND WELFARE
IRS990/OtherExpensesGrp/Desc3PROGRAMS AND EDUCATION
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IRS990/OtherExpensesGrp/TotalAmt13850
IRS990/OtherExpensesGrp/TotalAmt22728
IRS990/OtherExpensesGrp/TotalAmt31520
IRS990/OtherSalariesAndWagesGrp/TotalAmt098014
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt08283
IRS990/PensionPlanContributionsGrp/TotalAmt021245
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES CARR
IRS990/PriorPeriodAdjustmentsAmt03304
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1DENTAL PROGRAM REBATE
IRS990/ProgramServiceRevenueGrp/Desc2BENEFIT ADMINISTRATION
IRS990/ProgramServiceRevenueGrp/Desc3CHAPTER FUNCTIONS
IRS990/ProgramServiceRevenueGrp/Desc4OTHER CHAPTER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0290885
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1228638
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt279471
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31930
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41259
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0290885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1228638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt279471
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41259
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0847
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07999
IRS990/PYOtherExpensesAmt0254658
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0350604
IRS990/PYRevenuesLessExpensesAmt0-130831
IRS990/PYSalariesCompEmpBnftPaidAmt0235623
IRS990/PYTotalExpensesAmt0490281
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0359450
IRS990/ReconcilationRevenueExpnssAmt0300454
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0160247
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0449179
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0324186
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-5894
IRS990ScheduleD/RevenueNotReportedAmt0-5894
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0624640
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0324186
IRS990ScheduleD/TotalRevenuePerForm990Amt0624640
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0618746
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0324186
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IS AVAILABLE TO PERSONS RETIRED FROM PUBLIC SERVICE IN NEW YORK STATE, THE SPOUSE OF A CURRENT OR DECEASED MEMBER, AND ALL MEMBERS OF THE PUBLIC EMPLOYEES FEDERATION WHO ARE WITHIN FIVE YEARS FROM ELIGIBILITY INTO THE RETIREMENT TIER TO WHICH THEY BELONG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION'S EXECUTIVE BOARD IS COMPOSED OF 11 CHAPTER PRESIDENTS, WHO ARE ELECTED BY THE MEMBERS OF THE RESPECTIVE CHAPTERS, AND A REPRESNTATIVE TO THE PEF EXECUTIVE BOARD. THE OFFICERS OF ASSOCIATION ARE ELECTED BY THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISCLOSURES REQUIRED BY LAW ARE AVAILABLE TO THE PUBLIC AT THE ASSOCIATION'S OFFICE, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION'S FINANCIAL STATEMENTS ARE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ASSOCIATION'S EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE DURING THE TAX YEAR IN EITHER THE ASSOCIATION'S OVERSIGHT OR SELECTION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0595633
IRS990/TotalAssetsEOYAmt0902045
IRS990/TotalAssetsGrp/BOYAmt0595633
IRS990/TotalAssetsGrp/EOYAmt0902045
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt013355
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0324186
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011719
IRS990/TotalLiabilitiesEOYAmt020267
IRS990/TotalLiabilitiesGrp/BOYAmt011719
IRS990/TotalLiabilitiesGrp/EOYAmt020267
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0583914
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0881778
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0602183
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0602183
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0624640
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0595633
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0902045
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt033063
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0583914
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0881778
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01168-70 TROY-SCHENECTADY ROAD
IRS990/USAddress/CityNm0LATHAM
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012110
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.PEF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05187851900
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK STATE RETIREES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PUBLIC EMPLOYEES FEDERATION AFL-CIO
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0222518068
ReturnHeader/Filer/PhoneNum05187851900
ReturnHeader/Filer/USAddress/AddressLine1Txt01168-70 TROY-SCHENECTADY ROAD
ReturnHeader/Filer/USAddress/CityNm0LATHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510545975
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER DECARLO CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0112 WEST 34TH STREET 18TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010120
ReturnHeader/PreparerPersonGrp/PhoneNum02129464907
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER DECARLO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T19:25:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$902,045
Liabilities
$20,267
Net assets
$881,778
Revenue
$624,640
Expenses
$324,186
Net income
$300,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.03$3.98$1.13$0.59$0.55
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.05$3.28$1.03$0.64$0.39
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.06$2.77$1.04$0.59$0.45
2021Detailed filing. Detailed filing data is available for this year.$2.67$0.05$2.62$0.93$0.31$0.62
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.01$1.89$0.89$0.40$0.49
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.03$1.31$0.58$0.47$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.12$1.08$0.46$0.41$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.45$0.38$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.40$0.37$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.02$0.88$0.62$0.32$0.30
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.58$0.36$0.49$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$0.49$0.20$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.01$0.40$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.01$0.31$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.02$0.28$0.26