Civic Intelligence

Uniformed Fire Officers Assoc Ret Fire Offs Family Protection Plan

990 • Fiscal year 2019 • EIN 51-0199738

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 13, 2020

125 Maiden Lane 6 FloorNew York, NY 10038

(212) 376-8400

Siviq Scores

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

Liabilities / Assets

60th percentile

0.07x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.07x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

71st percentile

$134,042

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-6.9%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$19,314,819

Up $4,549,554 (+31%) from 2018

Net Assets

Up

$18,046,589

Up $4,416,817 (+32%) from 2018

Liabilities

Up

$1,268,230

Up $132,737 (+12%) from 2018

Revenue

Down

$17,742,447

Down $1,321,710 (-6.9%) from 2018

Expenses

Up

$13,516,766

Up $1,679,501 (+14%) from 2018

Net Income

Down

$4,225,681

Down $3,001,211 (-42%) from 2018

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $7,161,757Liabilities 2011: $813,249Net Assets 2011: $6,348,5082011Assets 2012: $7,615,759Liabilities 2012: $437,618Net Assets 2012: $7,178,1412012Assets 2013: $7,762,215Liabilities 2013: $561,522Net Assets 2013: $7,200,6932013Assets 2014: $7,646,026Liabilities 2014: $417,874Net Assets 2014: $7,228,1522014Assets 2015: $7,453,418Liabilities 2015: $1,149,226Net Assets 2015: $6,304,1922015Assets 2016: $4,858,088Liabilities 2016: $1,122,293Net Assets 2016: $3,735,7952016Assets 2017: $7,686,121Liabilities 2017: $1,175,406Net Assets 2017: $6,510,7152017Assets 2018: $14,765,265Liabilities 2018: $1,135,493Net Assets 2018: $13,629,7722018Assets 2019: $19,314,819Liabilities 2019: $1,268,230Net Assets 2019: $18,046,5892019Assets 2020: $24,536,633Liabilities 2020: $1,547,291Net Assets 2020: $22,989,3422020Assets 2021: $28,973,586Liabilities 2021: $1,736,047Net Assets 2021: $27,237,5392021Assets 2022: $31,154,966Liabilities 2022: $1,747,019Net Assets 2022: $29,407,9472022Assets 2023: $36,501,408Liabilities 2023: $1,972,046Net Assets 2023: $34,529,3622023Assets 2024: $36,180,440Liabilities 2024: $1,155,594Net Assets 2024: $35,024,8462024Assets 2025: $36,124,067Liabilities 2025: $1,337,330Net Assets 2025: $34,786,7372025

Highlighted filing

2019

Assets$19,314,819
Liabilities$1,268,230
Net Assets$18,046,589

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $10,545,180Expenses 2011: $10,154,945Net Income 2011: $390,2352011Expenses 2012: $10,365,1442012Expenses 2013: $10,645,3922013Revenue 2014: $11,396,762Expenses 2014: $11,250,865Net Income 2014: $145,8972014Revenue 2015: $11,841,179Expenses 2015: $12,934,086Net Income 2015: -$1,092,9072015Revenue 2016: $11,010,743Expenses 2016: $13,827,146Net Income 2016: -$2,816,4032016Revenue 2017: $16,688,397Expenses 2017: $13,890,650Net Income 2017: $2,797,7472017Revenue 2018: $19,064,157Expenses 2018: $11,837,265Net Income 2018: $7,226,8922018Revenue 2019: $17,742,447Expenses 2019: $13,516,766Net Income 2019: $4,225,6812019Revenue 2020: $17,890,304Expenses 2020: $13,148,159Net Income 2020: $4,742,1452020Revenue 2021: $14,982,447Expenses 2021: $10,580,934Net Income 2021: $4,401,5132021Revenue 2022: $17,146,267Expenses 2022: $14,751,869Net Income 2022: $2,394,3982022Revenue 2023: $19,636,147Expenses 2023: $14,547,226Net Income 2023: $5,088,9212023Revenue 2024: $17,859,606Expenses 2024: $17,459,116Net Income 2024: $400,4902024Revenue 2025: $24,690,735Expenses 2025: $25,028,094Net Income 2025: -$337,3592025

Highlighted filing

2019

Revenue$17,742,447
Expenses$13,516,766
Net Income$4,225,681
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 13, 2020
Return Version
2018v3.1
Gross Receipts
$22,887,447
Mission and Program Overview

Mission

The plan is a defined contribution plan established by the city of new york under a collective bargaining agreement with the uniformed fire officers associattion to provide prescription drug, dental, optical, life insurance, hearing aids and death benefits to retired uniformed fire officers.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$14,425,743-
Investments in Publicly Traded Securities$11,230,470$2,249,242▼ $8,981,228
Cash and Non-Interest-Bearing Accounts$863,770$1,307,533▲ $443,763
Accounts Receivable$675,316$679,130▲ $3,814
Total Assets$14,765,265$19,314,819▲ $4,549,554
Other Assets Total$1,995,709$653,171▼ $1,342,538
Liabilities
Other Liabilities$1,101,305$1,190,861▲ $89,556
Accounts Payable and Accrued Expenses$34,188$77,369▲ $43,181
Total Liabilities$1,135,493$1,268,230▲ $132,737
Net Assets / Fund Balance
Unrestricted Net Assets$13,629,772$18,046,589▲ $4,416,817
Total Net Assets Fund Balance$13,629,772$18,046,589▲ $4,416,817
Total Liabilities and Net Assets / Fund Balance$14,765,265$19,314,819▲ $4,549,554
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike DonovanPlan AdministratorPT$49,649$84,393$134,042
James LemondaChairman--$106,533$106,533
Christopher JensenTrustee--$88,822$88,822
George FarinacciVice-chairman--$88,822$88,822
Jack KieltyVice-chairman--$88,822$88,822
James MccarthyTreasurer--$88,822$88,822
Liam GuilfoyleTrustee--$88,822$88,822
Paul MannixTrustee--$88,822$88,822
Richard BienensteinTrustee--$88,822$88,822
John FarinaTrustee - Retired 8/2018--$61,493$61,493
Kevin JudsonTrustee--$29,770$29,770
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,434,159
Investment Income
$308,288
Other Revenue
$0
Change in Net Assets
$4,225,681

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,742,447
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$191,136
Total Revenue per Audited Statements
$17,933,583
Total Revenue per Form 990
$17,742,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$738,993
Salaries, Compensation, and Employee Benefits$231,876
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,545,897
Other Salaries and Wages---$175,692
Other Employee Benefits---$40,746
Occupancy---$38,305
Other Expenses---$27,987
Office Expenses---$25,856
Fees for Services Accounting---$20,975
Payroll Taxes---$15,438
Fees for Services Legal---$12,000
Insurance---$10,705
Fees for Services Other---$7,500
Conferences and Meetings---$6,787
Total Functional Expenses$0$0$0$13,516,766

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,516,766
Total Expenses per Audited Statements$13,516,766
Total Expenses per Form 990$13,516,766
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
Health Claims Incurred and Not Reported$1,151,872
Due to Related Entity$38,989
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
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 7A

Trustees are members of the executive board of the uniformed fire officers association, local 854 i.a.f.f.,afl-cio.

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is reviewed by the treasurer before efiling.

Form 990, Part VI, Section B, Line 12

Officers, directors, trustees and key employees must annually adhere to the nyc ethics law as administered by the nyc conflict of interest board, which binds them as public servants.

Form 990, Part VI, Section B, Line 15B

Trustees are not compensated by the fund. All employee compensation is approved by the trustees.

Form 990, Part VI, Section C, Line 19

The organization makes its form 990 and the financial statements available for public inspection as required under section 6104 of the internal revenue code. It is posted on the nyc comptroller office, guidestar.org, and other similiar types of websites. In addition, interested parties can also contact the chairman at 125 maiden lane, 6th floor, new york, ny 10038.

Filing and Contact Details

Filer

Filer Name
Uniformed Fire Officers Assoc Ret Fire
EIN
51-0199738
Phone
2123768400
Address
125 MAIDEN LANE 6 FLOOR, NEW YORK, NY 10038

Signing Officer

Name
James Mccarthy
Title
Treasurer
Phone
2123768400
Signed
2020-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Lemonda - Chairman
Formed
1976
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
293 EISENHOWER PKWY SUITE 170, LIVINGSTON, NJ 07039
Preparer
Edmond Brady
Phone
9735352880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that the organization had no uncertain tax positions that would require financial statement recognition or disclosure. The organization is no longer subject to examination by the applicable taxing jurisdictions for periods prior to june 30, 2016

Raw XML AppendixShowing 400 of 466 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/BOYAmt034188
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt077369
IRS990/AccountsReceivableGrp/BOYAmt0675316
IRS990/AccountsReceivableGrp/EOYAmt0679130
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt012545897
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES MCCARTHY TREASURER
IRS990/BooksInCareOfDetail/PhoneNum02122939300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0125 MAIDEN LANE 6 FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010038
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0863770
IRS990/CashNonInterestBearingGrp/EOYAmt01307533
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt06787
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt012545897
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0308288
IRS990/CYOtherExpensesAmt0738993
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt017434159
IRS990/CYRevenuesLessExpensesAmt04225681
IRS990/CYSalariesCompEmpBnftPaidAmt0231876
IRS990/CYTotalExpensesAmt013516766
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017742447
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED PRESCIPTION DRUG, DENTAL, OPTICAL, HEARING AID, LIFE INSURANCE AND DEATH BENIFITS TO APPROXIMATELY 4800 RETIRED UNIFORMED FIRE OFFICERS OF THE NEW YORK CITY FIRE DEPARTMENT AND THEIR DEPENDANTS AND BENEFICIARIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt020975
IRS990/FeesForServicesLegalGrp/TotalAmt012000
IRS990/FeesForServicesOtherGrp/TotalAmt07500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt245.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt345.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt445.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt545.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt645.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt745.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt845.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1020.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt06579
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16579
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt26579
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt36579
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt46579
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt54555
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt66579
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt77891
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt86579
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt92205
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt109930
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL MANNIX
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD BIENENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm3LIAM GUILFOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm4GEORGE FARINACCI
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN FARINA
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTOPHER JENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES LEMONDA
IRS990/Form990PartVIISectionAGrp/PersonNm8JACK KIELTY
IRS990/Form990PartVIISectionAGrp/PersonNm9KEVIN JUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE DONOVAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1049649
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt082243
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt182243
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt282243
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt382243
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt482243
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt556938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt682243
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt798642
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt882243
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt927565
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1074463
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - RETIRED 8/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PLAN ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05145000
IRS990/GrossReceiptsAmt022887447
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt010705
IRS990/InvestmentIncomeGrp/ExclusionAmt0308288
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0308288
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011230470
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02249242
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05145000
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN IS A DEFINED CONTRIBUTION PLAN ESTABLISHED BY THE CITY OF NEW YORK UNDER A COLLECTIVE BARGAINING AGREEMENT WITH THE UNIFORMED FIRE OFFICERS ASSOCIATTION TO PROVIDE PRESCRIPTION DRUG, DENTAL, OPTICAL, LIFE INSURANCE, HEARING AID AND DEATH BENEFITS TO RETIRED UNIFORMED FIRE OFFICERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013629772
IRS990/NetAssetsOrFundBalancesEOYAmt018046589
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0191136
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt038305
IRS990/OfficeExpensesGrp/TotalAmt025856
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01995709
IRS990/OtherAssetsTotalGrp/EOYAmt0653171
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040746
IRS990/OtherExpensesGrp/Desc0PRESCRIPTION DRUG ADMIN
IRS990/OtherExpensesGrp/Desc1DENTAL INSURANCE ADMIN
IRS990/OtherExpensesGrp/Desc2AFFORDABLE CARE ACT FEE
IRS990/OtherExpensesGrp/TotalAmt0484028
IRS990/OtherExpensesGrp/TotalAmt1104850
IRS990/OtherExpensesGrp/TotalAmt227987
IRS990/OtherLiabilitiesGrp/BOYAmt01101305
IRS990/OtherLiabilitiesGrp/EOYAmt01190861
IRS990/OtherSalariesAndWagesGrp/TotalAmt0175692
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt015438
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES LEMONDA - CHAIRMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS BY NYC
IRS990/ProgramServiceRevenueGrp/Desc1MEDICARE PART D SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc2EMPLOYEE PREMIUM CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3CONTRIBUTIONS FOR C.O.B.R.A.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08612049
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15006986
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23457800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3357324
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08612049
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15006986
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23457800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3357324
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt011167679
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0104608
IRS990/PYOtherExpensesAmt0475707
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt018959549
IRS990/PYRevenuesLessExpensesAmt07226892
IRS990/PYSalariesCompEmpBnftPaidAmt0193879
IRS990/PYTotalExpensesAmt011837265
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019064157
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04225681
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014425743
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt013516766
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0191136
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01151872
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt138989
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS INCURRED AND NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED ENTITY
IRS990ScheduleD/RevenueNotReportedAmt0191136
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt017742447
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2016
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt013516766
IRS990ScheduleD/TotalLiabilityAmt01190861
IRS990ScheduleD/TotalRevenuePerForm990Amt017742447
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017933583
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013516766
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES ARE MEMBERS OF THE EXECUTIVE BOARD OF THE UNIFORMED FIRE OFFICERS ASSOCIATION, LOCAL 854 I.A.F.F.,AFL-CIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS REVIEWED BY THE TREASURER BEFORE EFILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES MUST ANNUALLY ADHERE TO THE NYC ETHICS LAW AS ADMINISTERED BY THE NYC CONFLICT OF INTEREST BOARD, WHICH BINDS THEM AS PUBLIC SERVANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES ARE NOT COMPENSATED BY THE FUND. ALL EMPLOYEE COMPENSATION IS APPROVED BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS FORM 990 AND THE FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IT IS POSTED ON THE NYC COMPTROLLER OFFICE, GUIDESTAR.ORG, AND OTHER SIMILIAR TYPES OF WEBSITES. IN ADDITION, INTERESTED PARTIES CAN ALSO CONTACT THE CHAIRMAN AT 125 MAIDEN LANE, 6TH FLOOR, NEW YORK, NY 10038.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANNUITY FUND - UFOA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL ASSOC OF FIREFIGHTERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NEW YORK CITY BRAVEST SCHOL FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UNIFORMED FIRE OFFICERS ASSN FPP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4UNIF FIRE OFFICERS ASSN PAC FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5UFOA REALTY HOLDING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0112559669
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1131921165
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2134055458
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3132545508
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4010686930
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5471346357
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1C-5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2C-3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3C-9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5C-2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BENEFIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3BENEFIT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4POLITICAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5RE HOLDING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0125 MAIDEN LN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1125 MAIDEN LN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2125 MAIDEN LN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3125 MAIDEN LN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4125 MAIDEN LN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt5125 MAIDEN LN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010038
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110038
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd210038
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd310038
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd410038
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd510038
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014765265
IRS990/TotalAssetsEOYAmt019314819
IRS990/TotalAssetsGrp/BOYAmt014765265
IRS990/TotalAssetsGrp/EOYAmt019314819
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt013516766
IRS990/TotalGrossUBIAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$36.1$1.34$34.8$24.7$25.0$0.34
2024Detailed filing. Detailed filing data is available for this year.$36.2$1.16$35.0$17.9$17.5$0.40
2023Detailed filing. Detailed filing data is available for this year.$36.5$1.97$34.5$19.6$14.5$5.09
2022Detailed filing. Detailed filing data is available for this year.$31.2$1.75$29.4$17.1$14.8$2.39
2021Detailed filing. Detailed filing data is available for this year.$29.0$1.74$27.2$15.0$10.6$4.40
2020Detailed filing. Detailed filing data is available for this year.$24.5$1.55$23.0$17.9$13.1$4.74
2019Detailed filing. Detailed filing data is available for this year.$19.3$1.27$18.0$17.7$13.5$4.23
2018Detailed filing. Detailed filing data is available for this year.$14.8$1.14$13.6$19.1$11.8$7.23
2017Detailed filing. Detailed filing data is available for this year.$7.69$1.18$6.51$16.7$13.9$2.80
2016Detailed filing. Detailed filing data is available for this year.$4.86$1.12$3.74$11.0$13.8$2.82
2015Detailed filing. Detailed filing data is available for this year.$7.45$1.15$6.30$11.8$12.9$1.09
2014Detailed filing. Detailed filing data is available for this year.$7.65$0.42$7.23$11.4$11.3$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$0.56$7.20$10.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.44$7.18$10.4
2011Summary only. Only limited summary data is available for this year.$7.16$0.81$6.35$10.5$10.2$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $10M-$25M nonprofits