Civic Intelligence

Public Employees Federation Public Employees Benefits Fund

990 • Fiscal year 2019 • EIN 23-7357996

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 18, 2020

Organization ProfileNONE
10 Airline Drive No 101Albany, NY 12205

(518) 785-1900

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

0.30x

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

8th percentile

-1922%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Top Officer Pay

91st percentile

$93,038

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 1285.4% of source-year revenue.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

24th percentile

-26%

Faster asset growth than 24% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

115%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$398,145

Down $136,402 (-26%) from 2018

Net Assets

Down

$395,991

Down $129,499 (-25%) from 2018

Liabilities

Down

$2,154

Down $6,903 (-76%) from 2018

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin8th percentile

Revenue

Up

$7,238

Up $3,878 (+115%) from 2018

Expenses

Up

$146,334

Up $136,256 (+1352%) from 2018

Net Income

Down

-$139,096

Down $132,378 (-1970%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$600K$400K$200K$0Assets 2014: $579,130Liabilities 2014: $11,100Net Assets 2014: $568,0302014Assets 2015: $566,620Liabilities 2015: $7,750Net Assets 2015: $558,8702015Assets 2016: $566,679Liabilities 2016: $17,000Net Assets 2016: $549,6792016Assets 2017: $566,857Liabilities 2017: $26,333Net Assets 2017: $540,5242017Assets 2018: $534,547Liabilities 2018: $9,057Net Assets 2018: $525,4902018Assets 2019: $398,145Liabilities 2019: $2,154Net Assets 2019: $395,9912019Assets 2020: $251,074Liabilities 2020: $3,367Net Assets 2020: $247,7072020Assets 2021: $113,444Liabilities 2021: $2,805Net Assets 2021: $110,6392021Assets 2022: $75,058Liabilities 2022: $4,409Net Assets 2022: $70,6492022Assets 2023: $72,809Liabilities 2023: $5,647Net Assets 2023: $67,1622023Assets 2024: $66,172Liabilities 2024: $2,270Net Assets 2024: $63,9022024Assets 2025: $65,026Liabilities 2025: $3,270Net Assets 2025: $61,7562025

Highlighted filing

2019

Assets$398,145
Liabilities$2,154
Net Assets$395,991
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100K-$200KRevenue 2014: $605Expenses 2014: $9,614Net Income 2014: -$9,0092014Revenue 2015: $486Expenses 2015: $9,646Net Income 2015: -$9,1602015Revenue 2016: $486Expenses 2016: $9,677Net Income 2016: -$9,1912016Revenue 2017: $486Expenses 2017: $9,641Net Income 2017: -$9,1552017Revenue 2018: $3,360Expenses 2018: $10,078Net Income 2018: -$6,7182018Revenue 2019: $7,238Expenses 2019: $146,334Net Income 2019: -$139,0962019Revenue 2020: $7,059Expenses 2020: $159,752Net Income 2020: -$152,6932020Revenue 2021: $26,255Expenses 2021: $157,633Net Income 2021: -$131,3782021Revenue 2022: $95Expenses 2022: $40,085Net Income 2022: -$39,9902022Revenue 2023: $66Expenses 2023: $3,553Net Income 2023: -$3,4872023Revenue 2024: $103Expenses 2024: $3,363Net Income 2024: -$3,2602024Revenue 2025: $1,202Expenses 2025: $3,348Net Income 2025: -$2,1462025

Highlighted filing

2019

Revenue$7,238
Expenses$146,334
Net Income-$139,096
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 18, 2020
Return Version
2018v3.1
Gross Receipts
$228,031
Mission and Program Overview

Mission

The fund's mission is to provide certain health benefits to members of the new york state public employees federation, afl-cio.

To provide certain health benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$525,490$395,991▼ $129,499
Investments in Publicly Traded Securities$483,104$378,590▼ $104,514
Cash and Non-Interest-Bearing Accounts$29,923$9,531▼ $20,392
Savings and Temporary Cash Investments$17,363$6,866▼ $10,497
Accounts Receivable$2,858$1,942▼ $916
Prepaid Expenses and Deferred Charges$1,299$1,216▼ $83
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$534,547$398,145▼ $136,402
Liabilities
Accounts Payable and Accrued Expenses$9,057$2,154▼ $6,903
Total Liabilities$9,057$2,154▼ $6,903
Net Assets / Fund Balance
Total Net Assets Fund Balance$525,490$395,991▼ $129,499
Total Liabilities and Net Assets / Fund Balance$534,547$398,145▼ $136,402
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
Wayne SpenceTrustee$93,038$93,038
Kay WilkieTrustee$6,799$6,799

Board Members and Trustees

NameTitle
Darlene WilliamsTrustee
Kevin HintzTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$7,238
Other Revenue
$0
Change in Net Assets
$-139,096

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,591
Revenue Not Reported on Financial Statements
$1,647
Revenue Not Reported on Form 990
$9,597
Total Revenue per Audited Statements
$15,188
Total Revenue per Form 990
$7,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,858
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$132,476
Fees for Services Legal---$8,523
Insurance---$2,516
Fees for Service Investment Mgmnt Fees---$1,647
Fees for Services Accounting---$850
Office Expenses---$322
Total Functional Expenses$0$0$0$146,334

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$146,334
Expenses per Audited Statements$144,687
Total Expenses per Audited Statements$144,687
Expenses Not Reported on Financial Statements$1,647
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
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 8B

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

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 fund's office, upon request.”

Filing and Contact Details

Filer

Filer Name
Public Employees Federation
EIN
23-7357996
Phone
5187851900
Address
10 AIRLINE DRIVE NO 101, ALBANY, NY 12205

Signing Officer

Name
Wayne Spence
Title
Trustee
Phone
5187851900
Signed
2020-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Spence
Formed
1980
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
1
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 2C

“The fund'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 fund's oversight or selection process.”

Raw XML Appendix341 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE CERTAIN HEALTH BENEFITS.
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IRS990/BenefitsToMembersGrp/TotalAmt0132476
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ERICA JOHNSON
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IRS990/Desc0THE FUND HAD BEEN IN LIQUIDATION SINCE 1993. DURING 2017 THE BOARD OF TRUSTEES DECIDED TO REACTIVATE THE FUND TO PROVIDE CERTAIN HEALTH BENEFITS TO MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO. EFFECTIVE FEBRUARY 2018 THE FUND PROVIDES ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO APPROXIMATELY 54,000 ELIGIBLE PARTICIPANTS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/PersonNm1KAY WILKIE
IRS990/Form990PartVIISectionAGrp/PersonNm2DARLENE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN HINTZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - PAST
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IRS990/GainOrLossGrp/SecuritiesAmt0-2725
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0218068
IRS990/GrossReceiptsAmt0228031
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0483104
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IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0THE FUND'S MISSION IS TO PROVIDE CERTAIN HEALTH BENEFITS TO MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO.
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCLOSURES REQUIRED BY LAW ARE AVAILABLE TO THE PUBLIC AT THE FUND'S OFFICE, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'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 FUND'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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132808635
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01168-70 TROY-SCHENECTADY ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt110 AIRLINE DRIVE SUITE 101
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0534547
IRS990/TotalAssetsEOYAmt0398145
IRS990/TotalAssetsGrp/BOYAmt0534547
IRS990/TotalAssetsGrp/EOYAmt0398145
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0146334
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09057
IRS990/TotalLiabilitiesEOYAmt02154
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IRS990/TotalRevenueGrp/ExclusionAmt07238
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07238
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd012205
IRS990/VotingMembersGoverningBodyCnt03
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-18
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ReturnHeader/FilingSecurityInformation/IPTm011:22:10
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
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ReturnHeader/ReturnTs02020-02-18T10:26:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$398,145
Liabilities
$2,154
Net assets
$395,991
Revenue
$7,238
Expenses
$146,334
Net income
-$139,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.65$0.03$0.62$0.01$0.03$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.02$0.64$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.06$0.67$0.00$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.04$0.71$0.00$0.40$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.03$1.11$0.26$1.58$1.31
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.03$2.48$0.07$1.60$1.53
2019Detailed filing. Detailed filing data is available for this year.$3.98$0.02$3.96$0.07$1.46$1.39
2018Detailed filing. Detailed filing data is available for this year.$5.35$0.09$5.25$0.03$0.10$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.67$0.26$5.41$0.00$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.67$0.17$5.50$0.00$0.10$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.67$0.08$5.59$0.00$0.10$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.79$0.11$5.68$0.01$0.10$0.09