Civic Intelligence

Pitney Bowes Long Term Disability Plan

EIN 23-7383970 • 501(c)9 • Stamford, CT

Revoked

Profile

The plan provides long-term disability coverage under one of the following options: (1) 50% of monthly pay or (2) 66 2/3% of monthly pay.

Revocation date: May 15, 2013

3001 Summer St Treasury DptStamford, CT 06926

n/A

Siviq Scores

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

Liabilities / Assets

100th percentile

34.27x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

5.27x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$8,629

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-9.5%

Faster asset growth than 30% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-44%

Faster revenue growth than 9% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$200,962

Down $20,991 (-9.5%) from 2023

Liabilities

Up

$6,887,686

Up $410,859 (+6.3%) from 2023

Net Assets

Down

-$6,686,724

Down $431,850 (-6.9%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin13th percentile

Revenue

Down

$1,305,917

Down $1,040,012 (-44%) from 2023

Expenses

Down

$1,737,767

Down $901,465 (-34%) from 2023

Net Income

Down

-$431,850

Down $138,547 (-47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$10M$5.0M$0-$5.0M-$10MAssets 2023: $221,953Liabilities 2023: $6,476,827Net Assets 2023: -$6,254,8742023Assets 2024: $200,962Liabilities 2024: $6,887,686Net Assets 2024: -$6,686,7242024

Highlighted filing

2024

Assets$200,962
Liabilities$6,887,686
Net Assets-$6,686,724
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2023: $2,345,929Expenses 2023: $2,639,232Net Income 2023: -$293,3032023Revenue 2024: $1,305,917Expenses 2024: $1,737,767Net Income 2024: -$431,8502024

Highlighted filing

2024

Revenue$1,305,917
Expenses$1,737,767
Net Income-$431,850
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$200,962
Liabilities
$6,887,686
Net assets
-$6,686,724
Revenue
$1,305,917
Expenses
$1,737,767
Net income
-$431,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.20$6.89$6.69$1.31$1.74$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.22$6.48$6.25$2.35$2.64$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$1,305,917
Mission and Program Overview

Mission

The plan provides long-term disability coverage under one of the following options: (1) 50% of monthly pay or (2) 66 2/3% of monthly pay.

Long-term disability coverage for employees of pitney bowes, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$122,207$156,359▲ $34,152
Savings and Temporary Cash Investments$99,308$44,437▼ $54,871
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$-6,254,874$-6,686,724▼ $431,850
Total Assets$221,953$200,962▼ $20,991
Other Assets Total$438$166▼ $272
Liabilities
Other Liabilities$6,476,728$6,887,303▲ $410,575
Accounts Payable and Accrued Expenses$99$383▲ $284
Total Liabilities$6,476,827$6,887,686▲ $410,859
Net Assets / Fund Balance
Total Net Assets Fund Balance$-6,254,874$-6,686,724▼ $431,850
Total Liabilities and Net Assets / Fund Balance$221,953$200,962▼ $20,991
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleBaseTotal
Ruchi BhallaTrustee$8,629$8,629

Board Members and Trustees

NameTitle
-Authorized Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,302,373
Investment Income
$3,544
Other Revenue
$0
Change in Net Assets
$-431,850

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,305,917
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,305,917
Total Revenue per Form 990
$1,305,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$446,073
Salaries, Compensation, and Employee Benefits$8,629
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,283,065
Fees for Services Other---$401,928
Fees for Services Legal---$26,145
Fees for Services Accounting---$18,000
Current Officers, Directors, Trustees, and Key Employees---$8,629
Total Functional Expenses$0$0$0$1,737,767

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,737,767
Total Expenses per Audited Statements$1,737,767
Total Expenses per Form 990$1,737,767
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$6,887,303
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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

“Form 990 is made available to board members for review and comment prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and finanicals statements can be made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Pitney Bowes Long Term Disability Plan
EIN
23-7383970
Phone
2033565000
Address
3001 SUMMER ST TREASURY DPT, STAMFORD, CT 06926

Signing Officer

Name
Ruchi Bhalla
Title
Senior VP, Human Resources
Phone
2033565000
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ruchi Bhalla
Formed
1973
Legal Domicile
De
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Advisors LLC
Address
700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer
Lisa Burke
Phone
8169455500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative expenses 401,928.”

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service made a favorable determination in a letter dated april 26, 1977 that the plan meets and is operating under the requirements of section 501(c)(9) of the code, and the trust established thereunder is entitled to exemption from taxation under the provisions of that law. Although the plan has been amended since receiving the determination letter, the plan and the plan's legal counsel believe that the plan is currently designed and is being operated in compliance with the applicable requirements of the code. Therefore, no provision for income taxes has been included in the plan's financial statements. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2023 and 2022, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix308 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE MADE A FAVORABLE DETERMINATION IN A LETTER DATED APRIL 26, 1977 THAT THE PLAN MEETS AND IS OPERATING UNDER THE REQUIREMENTS OF SECTION 501(C)(9) OF THE CODE, AND THE TRUST ESTABLISHED THEREUNDER IS ENTITLED TO EXEMPTION FROM TAXATION UNDER THE PROVISIONS OF THAT LAW. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN AND THE PLAN'S LEGAL COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS MADE AVAILABLE TO BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANICALS STATEMENTS CAN BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE EXPENSES 401,928.
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-6254874
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-6686724
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01302373
IRS990/TotalReportableCompFromOrgAmt08629
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01302373
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01305917
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03544
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0221953
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0200962
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
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IRS990/USAddress/CityNm0STAMFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006926
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUCHI BHALLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP, HUMAN RESOURCES
ReturnHeader/BusinessOfficerGrp/PhoneNum02033565000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PITNEY BOWES LONG TERM DISABILITY PLAN
ReturnHeader/Filer/BusinessNameControlTxt0PITN
ReturnHeader/Filer/EIN0237383970
ReturnHeader/Filer/PhoneNum02033565000
ReturnHeader/Filer/USAddress/AddressLine1Txt03001 SUMMER ST TREASURY DPT
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 WEST 47TH STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064112
ReturnHeader/PreparerPersonGrp/PhoneNum08169455500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02025-10-31T10:46:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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