Civic Intelligence

New York State Retirees Public Employees

990 • Fiscal year 2018 • EIN 22-2518068

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 17, 2019

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

75th percentile

0.10x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.26x

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

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

3.7%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$1,200,349

Up $114,329 (+11%) from 2017

Net Assets

Up

$1,079,552

Up $19,416 (+1.8%) from 2017

Liabilities

Up

$120,797

Up $94,913 (+367%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin67th percentile

Revenue

Up

$462,890

Up $16,612 (+3.7%) from 2017

Expenses

Up

$407,530

Up $32,024 (+8.5%) from 2017

Net Income

Down

$55,360

Down $15,412 (-22%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$1,200,349
Liabilities$120,797
Net Assets$1,079,552
Open 2018 Filing

Operations Trend

Revenue Growth53rd 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

2018

Revenue$462,890
Expenses$407,530
Net Income$55,360
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 17, 2019
Return Version
2018v3.1
Gross Receipts
$605,654
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
Investments in Publicly Traded Securities$914,059$895,361▼ $18,698
Savings and Temporary Cash Investments$138,215$254,328▲ $116,113
Cash and Non-Interest-Bearing Accounts$32,515$49,429▲ $16,914
Accounts Receivable$1,231$1,231→ $0
Total Assets$1,086,020$1,200,349▲ $114,329
Liabilities
Accounts Payable and Accrued Expenses$25,884$120,797▲ $94,913
Total Liabilities$25,884$120,797▲ $94,913
Net Assets / Fund Balance
Unrestricted Net Assets$1,060,136$1,079,552▲ $19,416
Total Net Assets Fund Balance$1,060,136$1,079,552▲ $19,416
Total Liabilities and Net Assets / Fund Balance$1,086,020$1,200,349▲ $114,329
Compensation and Service Providers
Top Officer Pay17th percentile

Board Members and Trustees

NameTitle
James CarrPresident
Craig Speers1st Vice President
Robert Reynolds2nd Vice President
Jo ZimmermanExecutive Board
Mark GrasmeyerExecutive Board
Mary ReidExecutive Board
Michael Delpiano SrExecutive Board
Patricia BakerExecutive Board
Patrick MclaughlinExecutive Board
William CrottyExecutive Board
Donald MorgensternRepresentative to Pef
Karen DanishSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$16,025
Program Service Revenue
$422,952
Investment Income
$18,056
Other Revenue
$5,857
All Other Contributions
$16,025
Change in Net Assets
$55,360

Audited Revenue Reconciliation

Revenue per Audited Statements
$462,890
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-35,944
Total Revenue per Audited Statements
$426,946
Total Revenue per Form 990
$462,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$210,249
Other Expenses$197,281
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$118,954
Conferences and Meetings---$78,498
Travel---$63,939
Other Employee Benefits---$57,071
Office Expenses---$42,600
Pension Plan Contributions---$24,589
Payroll Taxes---$9,635
Fees for Service Investment Mgmnt Fees---$1,836
Insurance---$447
Other Expenses---$175
Total Functional Expenses$0$0$0$407,530

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$407,530
Total Expenses per Audited Statements$407,530
Total Expenses per Form 990$407,530
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
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 each respective chapter, and a represntative to the pef executive board. The officers of the 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 11B

“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
2019-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Carr
Formed
1984
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
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.”

Raw XML Appendix376 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/BOYAmt025884
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0120797
IRS990/AccountsReceivableGrp/BOYAmt01231
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/AllOtherContributionsAmt016025
IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum05187851900
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IRS990/BooksInCareOfDetail/USAddress/CityNm0LATHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt078498
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE NEW YORK STATE RETIREES PUBLIC EMPLOYEES FEDERATION, AFL-CIO IDENTIFIED ISSUES CONCERNING ITS APPROXIMATELY 19,100 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
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IRS990/DonorAdvisedFundInd00
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IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01836
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
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/PersonNm0JAMES CARR
IRS990/Form990PartVIISectionAGrp/PersonNm1CRAIG SPEERS
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm3KAREN DANISH
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM CROTTY
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL DELPIANO SR
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK GRASMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm8PATRICK MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY REID
IRS990/Form990PartVIISectionAGrp/PersonNm10JO ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11DONALD MORGENSTERN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt11REPRESENTATIVE TO PEF
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt0605654
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018205
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0914059
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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/OtherExpensesGrp/Desc0MEMBERSHIP DUES PAID TO
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IRS990/OtherExpensesGrp/Desc2DONATIONS
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IRS990/PartialLiquidationInd00
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IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES CARR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1BENEFIT ADMINISTRATION
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt199336
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0323616
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt199336
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012411
IRS990/PYOtherExpensesAmt0162395
IRS990/PYOtherRevenueAmt020273
IRS990/PYProgramServiceRevenueAmt0413594
IRS990/PYRevenuesLessExpensesAmt070772
IRS990/PYSalariesCompEmpBnftPaidAmt0213111
IRS990/PYTotalExpensesAmt0375506
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0446278
IRS990/ReconcilationRevenueExpnssAmt055360
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0138215
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0254328
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0407530
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-35944
IRS990ScheduleD/RevenueNotReportedAmt0-35944
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0462890
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0407530
IRS990ScheduleD/TotalRevenuePerForm990Amt0462890
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0426946
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0407530
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 EACH RESPECTIVE CHAPTER, AND A REPRESNTATIVE TO THE PEF EXECUTIVE BOARD. THE OFFICERS OF THE 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/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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01086020
IRS990/TotalAssetsEOYAmt01200349
IRS990/TotalAssetsGrp/BOYAmt01086020
IRS990/TotalAssetsGrp/EOYAmt01200349
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016025
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0407530
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025884
IRS990/TotalLiabilitiesEOYAmt0120797
IRS990/TotalLiabilitiesGrp/BOYAmt025884
IRS990/TotalLiabilitiesGrp/EOYAmt0120797
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01060136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01079552
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0422952
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018056
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0428809
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0462890
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01086020
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01200349
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt063939
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01060136
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01079552
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01168-70 TROY-SCHENECTADY ROAD
IRS990/USAddress/CityNm0LATHAM
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012110
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.PEF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05187851900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-17
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9F70DB8D82EB9DFE76578BB8F5B4B88DCB01883
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C9F70DB8D82EB9DFE76578BB8F5B4B88DCB01883
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.103.29.42
ReturnHeader/FilingSecurityInformation/IPDt02019-11-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:07:51
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/ReturnTs02019-11-17T14:09:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,200,349
Liabilities
$120,797
Net assets
$1,079,552
Revenue
$462,890
Expenses
$407,530
Net income
$55,360
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