Civic Intelligence

New York State Nurses Assoc Welfare Plan for New York Employed Registered Nurses

990 • Fiscal year 2015 • EIN 23-7444482

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 17, 2015

Organization ProfileN/A
131 West 33rd StNew York, NY 10001

(518) 782-9400

Siviq Scores

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

Liabilities / Assets

50th percentile

0.03x

Higher debt load relative to assets than 50% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.09x

Higher debt load relative to revenue than 55% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

68th percentile

9.3%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

6.2%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$38,552,624

Up $113,978 (+0.3%) from 2014

Net Assets

Up

$37,207,701

Up $172,888 (+0.5%) from 2014

Liabilities

Down

$1,344,923

Down $58,910 (-4.2%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin68th percentile

Revenue

Up

$15,345,867

Up $900,165 (+6.2%) from 2014

Expenses

Up

$13,923,027

Up $2,595,616 (+23%) from 2014

Net Income

Down

$1,422,840

Down $1,695,451 (-54%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$60M$40M$20M$0Assets 2010: $21,226,881Liabilities 2010: $983,649Net Assets 2010: $20,243,2322010Assets 2011: $25,874,319Liabilities 2011: $1,207,767Net Assets 2011: $24,666,5522011Assets 2012: $28,270,562Liabilities 2012: $1,095,803Net Assets 2012: $27,174,7592012Assets 2013: $32,711,797Liabilities 2013: $1,282,759Net Assets 2013: $31,429,0382013Assets 2014: $38,438,646Liabilities 2014: $1,403,833Net Assets 2014: $37,034,8132014Assets 2015: $38,552,624Liabilities 2015: $1,344,923Net Assets 2015: $37,207,7012015Assets 2016: $38,052,614Liabilities 2016: $1,450,258Net Assets 2016: $36,602,3562016Assets 2017: $41,078,749Liabilities 2017: $1,309,500Net Assets 2017: $39,769,2492017Assets 2018: $42,328,615Liabilities 2018: $1,239,461Net Assets 2018: $41,089,1542018Assets 2019: $44,879,029Liabilities 2019: $1,408,217Net Assets 2019: $43,470,8122019Assets 2020: $47,919,683Liabilities 2020: $1,032,983Net Assets 2020: $46,886,7002020Assets 2021: $55,197,320Liabilities 2021: $1,559,097Net Assets 2021: $53,638,2232021Assets 2022: $49,705,584Liabilities 2022: $1,687,579Net Assets 2022: $48,018,0052022Assets 2023: $50,619,039Liabilities 2023: $1,336,751Net Assets 2023: $49,282,2882023Assets 2024: $51,852,336Liabilities 2024: $1,505,815Net Assets 2024: $50,346,5212024Assets 2025: $51,948,235Liabilities 2025: $1,957,479Net Assets 2025: $49,990,7562025

Highlighted filing

2015

Assets$38,552,624
Liabilities$1,344,923
Net Assets$37,207,701
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $10,010,1002010Expenses 2011: $11,058,6242011Expenses 2012: $11,572,7792012Expenses 2013: $10,536,8242013Revenue 2014: $14,445,702Expenses 2014: $11,327,411Net Income 2014: $3,118,2912014Revenue 2015: $15,345,867Expenses 2015: $13,923,027Net Income 2015: $1,422,8402015Revenue 2016: $16,266,126Expenses 2016: $16,078,668Net Income 2016: $187,4582016Revenue 2017: $19,657,245Expenses 2017: $14,553,316Net Income 2017: $5,103,9292017Revenue 2018: $15,554,663Expenses 2018: $14,245,785Net Income 2018: $1,308,8782018Revenue 2019: $16,932,984Expenses 2019: $15,580,887Net Income 2019: $1,352,0972019Revenue 2020: $18,057,966Expenses 2020: $15,089,764Net Income 2020: $2,968,2022020Revenue 2021: $16,589,203Expenses 2021: $15,246,996Net Income 2021: $1,342,2072021Revenue 2022: $17,141,053Expenses 2022: $15,782,015Net Income 2022: $1,359,0382022Revenue 2023: $15,389,325Expenses 2023: $15,606,044Net Income 2023: -$216,7192023Revenue 2024: $16,933,118Expenses 2024: $17,542,820Net Income 2024: -$609,7022024Revenue 2025: $20,794,693Expenses 2025: $21,451,915Net Income 2025: -$657,2222025

Highlighted filing

2015

Revenue$15,345,867
Expenses$13,923,027
Net Income$1,422,840
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 17, 2015
Return Version
2014v5.0
Gross Receipts
$18,539,850
Mission and Program Overview

Mission

The organization provides various health and disability benefits to its participants, who are registered professional nurses employed by the new york city health + hospitals.

The organization provides various health and disability benefits to its participants, who are registered professional nurses employed by the new york city health and hospitals corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,034,813$37,207,701▲ $172,888
Investments in Publicly Traded Securities$31,870,120$34,701,685▲ $2,831,565
Accounts Receivable$2,971,711$3,232,792▲ $261,081
Cash and Non-Interest-Bearing Accounts$510,517$216,401▼ $294,116
Savings and Temporary Cash Investments$2,765,115$29,004▼ $2,736,111
Prepaid Expenses and Deferred Charges$18,811$14,140▼ $4,671
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$38,438,646$38,552,624▲ $113,978
Other Assets Total$302,372$358,602▲ $56,230
Liabilities
Other Liabilities$1,386,100$1,304,800▼ $81,300
Accounts Payable and Accrued Expenses$17,623$39,983▲ $22,360
Deferred Revenue$110$140▲ $30
Total Liabilities$1,403,833$1,344,923▼ $58,910
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,034,813$37,207,701▲ $172,888
Total Liabilities and Net Assets / Fund Balance$38,438,646$38,552,624▲ $113,978
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Anne Bove RnTrustee
Doreen Gatanas RnTrustee
Judith Cutchin RnTrustee
Keyshia Morris RnTrustee
NANCY D'LEEMA RNTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,961,771
Investment Income
$1,384,096
Other Revenue
$0
Change in Net Assets
$1,422,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,309,750
Revenue Not Reported on Financial Statements
$36,117
Revenue Not Reported on Form 990
$-1,249,952
Total Revenue per Audited Statements
$14,059,798
Total Revenue per Form 990
$15,345,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$929,589
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---$12,993,438
Fees for Services Management---$207,092
Fees for Services Other---$40,047
Other Expenses---$36,592
Fees for Service Investment Mgmnt Fees---$36,117
Fees for Services Legal---$30,000
Fees for Services Accounting---$19,750
Total Functional Expenses$0$0$0$13,923,027

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,923,027
Expenses per Audited Statements$13,805,610
Total Expenses per Audited Statements$13,805,610
Expenses Not Reported on Financial Statements$117,417
Other Expense Adjustments$81,300
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
Accrued Benefits Payable$1,304,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 11

“The 990 is reviewed by the board of trustees before filing.”

Form 990, Part VI, Section B, Line 12C

“Trustees are required to sign a conflict of interest disclosure each year.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
New York State Nurses Assoc Welfare Plan
EIN
23-7444482
Phone
5187829400
Address
131 WEST 33RD ST, NEW YORK, NY 10001

Signing Officer

Name
John Barrett
Title
Plan Administrator
Phone
5187829400
Signed
2015-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Barrett
Formed
1974
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Saxbst Llp
Address
26 COMPUTER DRIVE WEST, ALBANY, NY 12205
Preparer
John C Gross
Phone
5184596700
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's net assets qualifies as an exempt organization under section 501(c)(9) of the internal revenue code (irc) and, accordingly, the trust's net investment income is exempt from income taxes under irc section 501(a). The internal revenue service made a favorable determination in a letter dated october 18, 1974, that the plan meets the requirements of irc section 501(c)(9). The plan has since been amended; however, the trustees, city, and plan administrator are not aware of any course of action or series of events that would adversely affect the qualified status of the plan. The plan's management evaluates tax positions taken by the plan and recognizes a tax liability or asset if an uncertain tax position was taken and it is more-likely-than-not that the tax position would not be sustained upon examination by taxing authorities. The plan is subject to routine audits by taxing jurisdictions. The plan is no longer subject to income tax examinations for fiscal years 2011 and prior.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation 81,300.”

Raw XML Appendix344 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/BOYAmt017623
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt039983
IRS990/AccountsReceivableGrp/BOYAmt02971711
IRS990/AccountsReceivableGrp/EOYAmt03232792
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION PROVIDES VARIOUS HEALTH AND DISABILITY BENEFITS TO ITS PARTICIPANTS, WHO ARE REGISTERED PROFESSIONAL NURSES EMPLOYED BY THE NEW YORK CITY HEALTH AND HOSPITALS CORPORATION.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt012993438
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NEW YORK STATE NURSES ASSOCIATION
IRS990/BooksInCareOfDetail/PhoneNum05187829400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 WASHINGTON AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012210
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0510517
IRS990/CashNonInterestBearingGrp/EOYAmt0216401
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt012993438
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01384096
IRS990/CYOtherExpensesAmt0929589
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt013961771
IRS990/CYRevenuesLessExpensesAmt01422840
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt013923027
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015345867
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0110
IRS990/DeferredRevenueGrp/EOYAmt0140
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN'S PURPOSE IS TO PROVIDE VARIOUS HEALTH AND DISBILITY BENEFITS TO PARTICIPANTS. EMPLOYERS PAY AN ANNUAL AMOUNT PER PARTICIPANT AND FUNDS ARE USED FOR BENEFIT PAYMENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt019750
IRS990/FeesForServicesLegalGrp/TotalAmt030000
IRS990/FeesForServicesManagementGrp/TotalAmt0207092
IRS990/FeesForServicesOtherGrp/TotalAmt040047
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt036117
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JUDITH CUTCHIN RN
IRS990/Form990PartVIISectionAGrp/PersonNm1KEYSHIA MORRIS RN
IRS990/Form990PartVIISectionAGrp/PersonNm2ANNE BOVE RN
IRS990/Form990PartVIISectionAGrp/PersonNm3DOREEN GATANAS RN
IRS990/Form990PartVIISectionAGrp/PersonNm4NANCY D'LEEMA RN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0272138
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03466121
IRS990/GrossReceiptsAmt018539850
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01111958
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01111958
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt031870120
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034701685
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03193983
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION PROVIDES VARIOUS HEALTH AND DISABILITY BENEFITS TO ITS PARTICIPANTS, WHO ARE REGISTERED PROFESSIONAL NURSES EMPLOYED BY THE NEW YORK CITY HEALTH AND HOSPITALS CORPORATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt037034813
IRS990/NetAssetsOrFundBalancesEOYAmt037207701
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0272138
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0272138
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1249952
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0302372
IRS990/OtherAssetsTotalGrp/EOYAmt0358602
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1TRUSTEES' INSURANCE & E
IRS990/OtherExpensesGrp/TotalAmt0559991
IRS990/OtherExpensesGrp/TotalAmt136592
IRS990/OtherLiabilitiesGrp/BOYAmt01386100
IRS990/OtherLiabilitiesGrp/EOYAmt01304800
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018811
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014140
IRS990/PrincipalOfficerNm0JOHN BARRETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013961771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013961771
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt010481179
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01118238
IRS990/PYOtherExpensesAmt0846232
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013327464
IRS990/PYRevenuesLessExpensesAmt03118291
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011327411
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014445702
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01422840
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt037034813
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt037207701
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02765115
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029004
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0117417
IRS990ScheduleD/ExpensesSubtotalAmt013805610
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt036117
IRS990ScheduleD/InvestmentExpensesNotIncldAmt036117
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1249952
IRS990ScheduleD/OtherExpensesNotIncludedAmt081300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01304800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-1249952
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt036117
IRS990ScheduleD/RevenueSubtotalAmt015309750
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(A). THE INTERNAL REVENUE SERVICE MADE A FAVORABLE DETERMINATION IN A LETTER DATED OCTOBER 18, 1974, THAT THE PLAN MEETS THE REQUIREMENTS OF IRC SECTION 501(C)(9). THE PLAN HAS SINCE BEEN AMENDED; HOWEVER, THE TRUSTEES, CITY, AND PLAN ADMINISTRATOR ARE NOT AWARE OF ANY COURSE OF ACTION OR SERIES OF EVENTS THAT WOULD ADVERSELY AFFECT THE QUALIFIED STATUS OF THE PLAN. THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS 2011 AND PRIOR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATION 81,300.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt013923027
IRS990ScheduleD/TotalLiabilityAmt01304800
IRS990ScheduleD/TotalRevenuePerForm990Amt015345867
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014059798
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013805610
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE BOARD OF TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW YORK STATE NURSES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0140923749
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADVANCEMENT OF THE NURSING PROFESSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011 CORNELL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LATHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012110
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0175000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ALLOCATED COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NEW YORK STATE NURSES ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt038438646
IRS990/TotalAssetsEOYAmt038552624
IRS990/TotalAssetsGrp/BOYAmt038438646
IRS990/TotalAssetsGrp/EOYAmt038552624
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt013923027
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01403833
IRS990/TotalLiabilitiesEOYAmt01344923
IRS990/TotalLiabilitiesGrp/BOYAmt01403833
IRS990/TotalLiabilitiesGrp/EOYAmt01344923
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037034813
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt037207701
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt013961771
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01384096
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013961771
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015345867
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038438646
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038552624
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0131 WEST 33RD ST
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010001
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05187829400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK STATE NURSES ASSOC WELFARE PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR NEW YORK EMPLOYED REGISTERED NURSES
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0237444482
ReturnHeader/Filer/PhoneNum05187829400
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 WEST 33RD ST
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464001827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAXBST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 COMPUTER DRIVE WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012205
ReturnHeader/PreparerPersonGrp/PhoneNum05184596700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C GROSS
ReturnHeader/ReturnTs02015-12-21T13:19:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$38,552,624
Liabilities
$1,344,923
Net assets
$37,207,701
Revenue
$15,345,867
Expenses
$13,923,027
Net income
$1,422,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.9$1.96$50.0$20.8$21.5$0.66
2024Detailed filing. Detailed filing data is available for this year.$51.9$1.51$50.3$16.9$17.5$0.61
2023Detailed filing. Detailed filing data is available for this year.$50.6$1.34$49.3$15.4$15.6$0.22
2022Detailed filing. Detailed filing data is available for this year.$49.7$1.69$48.0$17.1$15.8$1.36
2021Detailed filing. Detailed filing data is available for this year.$55.2$1.56$53.6$16.6$15.2$1.34
2020Detailed filing. Detailed filing data is available for this year.$47.9$1.03$46.9$18.1$15.1$2.97
2019Detailed filing. Detailed filing data is available for this year.$44.9$1.41$43.5$16.9$15.6$1.35
2018Detailed filing. Detailed filing data is available for this year.$42.3$1.24$41.1$15.6$14.2$1.31
2017Detailed filing. Detailed filing data is available for this year.$41.1$1.31$39.8$19.7$14.6$5.10
2016Detailed filing. Detailed filing data is available for this year.$38.1$1.45$36.6$16.3$16.1$0.19
2015Detailed filing. Detailed filing data is available for this year.$38.6$1.34$37.2$15.3$13.9$1.42
2014Detailed filing. Detailed filing data is available for this year.$38.4$1.40$37.0$14.4$11.3$3.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.7$1.28$31.4$10.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$1.10$27.2$11.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$1.21$24.7$11.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$0.98$20.2$10.0