Civic Intelligence

Pitney Bowes Long Term Disability Plan

990 • Fiscal year 2023 • EIN 23-7383970

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

Organization ProfileN/A
3001 Summer St Treasury Dpt 6th FStamford, CT 06926

(203) 356-5000

Siviq Scores

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

Liabilities / Assets

100th percentile

29.18x

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

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

2.76x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$1,316

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets100th percentile

Assets

$221,953

No earlier filing loaded for comparison.

Net Assets

-$6,254,874

No earlier filing loaded for comparison.

Liabilities

$6,476,827

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin18th percentile

Revenue

$2,345,929

No earlier filing loaded for comparison.

Expenses

$2,639,232

No earlier filing loaded for comparison.

Net Income

-$293,303

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$221,953
Liabilities$6,476,827
Net Assets-$6,254,874
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$2,345,929
Expenses$2,639,232
Net Income-$293,303
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$2,345,929
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$74,912$122,645▲ $47,733
Savings and Temporary Cash Investments$26,449$99,308▲ $72,859
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$-5,961,571$-6,254,874▼ $293,303
Total Assets$101,361$221,953▲ $120,592
Liabilities
Accounts Payable and Accrued Expenses$6,062,932$6,476,827▲ $413,895
Total Liabilities$6,062,932$6,476,827▲ $413,895
Net Assets / Fund Balance
Total Net Assets Fund Balance$-5,961,571$-6,254,874▼ $293,303
Total Liabilities and Net Assets / Fund Balance$101,361$221,953▲ $120,592
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
Judy MorrisTrustee$1,316$1,316

Board Members and Trustees

NameTitle
-Authorized Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,341,947
Investment Income
$3,982
Other Revenue
$0
Change in Net Assets
$-293,303

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,345,929
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,345,929
Total Revenue per Form 990
$2,345,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$454,590
Salaries, Compensation, and Employee Benefits$1,316
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,183,326
Fees for Services Other---$389,802
Fees for Services Legal---$46,826
Fees for Services Accounting---$17,962
Current Officers, Directors, Trustees, and Key Employees---$1,316
Total Functional Expenses$0$0$0$2,639,232

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,639,232
Total Expenses per Audited Statements$2,639,232
Total Expenses per Form 990$2,639,232
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
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 6TH F, STAMFORD, CT 06926

Signing Officer

Name
Judy Morris
Title
Chief Human Resources Officer
Phone
2033565000
Signed
2024-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Morris
Formed
1973
Legal Domicile
De
Voting Board Members
4
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

“Professional fees 352,057. Consulting fees 37,745.”

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 Appendix297 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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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006926
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/PreparationDt02024-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02024-11-03T23:24:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,953
Liabilities
$6,476,827
Net assets
-$6,254,874
Revenue
$2,345,929
Expenses
$2,639,232
Net income
-$293,303
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