SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR (EIN 23-6487259)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-07
- IRS object ID
- 202422819349302367
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-07T19:58:32-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236487259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVICE EMPLOYEES INTL UNION LOC 32BJ | BusinessNameLine1Txt |
| Business Name Line2 | D 36 BUILDING OPERATORS WELFARE TRUST FD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SERV | BusinessNameControlTxt |
| Phone | 2155683262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 MARKET STREET 1020 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE MACMANIMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2155683262 | PhoneNum |
| Signature | 2024-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2024-10-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WAYNE MACMANIMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 MARKET STREET 1020 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,646,569 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 32BJ, DISTRICT 36 UNION MEMBERS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,994,832 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,402,192 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,269,343 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,495,679 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,826 | PYOtherRevenueAmt |
| CY Other Revenue | $6,643 | CYOtherRevenueAmt |
| PY Total Revenue | $56,268,001 | PYTotalRevenueAmt |
| CY Total Revenue | $52,904,514 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $38,744,959 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $44,508,206 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,334,230 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,597,691 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,450,772 | PYOtherExpensesAmt |
| CY Other Expenses | $1,346,893 | CYOtherExpensesAmt |
| PY Total Expenses | $41,529,961 | PYTotalExpensesAmt |
| CY Total Expenses | $47,452,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,738,040 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,451,724 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,997,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,337,359 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $599,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $588,810 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,397,476 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,748,549 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 32BJ, DISTRICT 36 UNION MEMBERS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN J RONGIONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155683262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 MARKET STREET SUITE 1020 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT MARTIN | |||||||
| EMP. TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE MACMANIMAN | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $148,720 | $48,221 | 40.00 | |
| GABE MORGAN | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $175,725 | $55,788 | 40.00 | |
| TYRONE CHILCOTE | |||||||
| EMP. TRUSTEE (P) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE DUFFY | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $161,440 | $32,450 | 40.00 | |
| DANIEL BRIGHTER | |||||||
| EMP. TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN REY | |||||||
| EMP. TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RONGIONE | |||||||
| ADMINSTRATOR | 40.00 | $0 | $153,688 | $21,562 | Yes (X) | ||
| JUDY O'MEARA | |||||||
| RN-DISEASE MGT | 40.00 | $0 | $114,788 | $39,303 | Yes (X) | ||
| LINDA MCCULLOUGH | |||||||
| CLAIMS MANAGER | 40.00 | $0 | $107,458 | $39,303 | Yes (X) | ||
| SARAH MILLINGHAUSEN | |||||||
| FINANCIAL MANAGER | 40.00 | $0 | $145,870 | $39,303 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,007,689 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $275,930 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KEYSTONE HEALTH PLAN EAST | |||||
| 1901 MARKET STREET | PHILADELPHIA | PA | 19123 | CLAIMS ADMINISTRATION | $2,464,144 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | |||||
| 300 SOUTH LENOLA RD | MAPLE SHADE | NJ | 08052 | COMPUTER CONSULTING AND SERVICES | $219,084 |
| THE SEGAL COMPANY | |||||
| 333 WEST 34TH STREET 3RD FLR | NEW YORK | NY | 10001 | ACTUARY AND CONSULTING | $204,741 |
| STEVENS & LEE | |||||
| PO BOX 679 | READING | PA | 19603 | ATTORNEY | $155,388 |
| BLUE WATER CONSULTING | |||||
| 1100 E HECTOR STREET SUITER 315 | CONSHOHOCKEN | PA | 19428 | COMPUTER CONSULTING AND SERVICES | $144,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $49,300,933 | $49,300,933 |
| PARTICIPANT CONTRIB | 525100 | $101,259 | $101,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,402,192 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,254,683 | TotalRevenueColumnAmt |
| Exclusion | $3,254,683 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,983,051 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,742,055 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $240,996 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,996 | TotalRevenueColumnAmt |
| Exclusion | $240,996 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $6,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,643 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,643 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,904,514 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,408,835 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,495,679 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,508,206 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,762 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,350 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,936 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,643 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,601 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,001 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,547 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,264 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,212 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,251 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,412 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,023 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,826 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY ACA | Desc |
| Total | $14,756 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,452,790 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,984 | BOYAmt |
| EOY | $157,994 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,851,861 | BOYAmt |
| EOY | $6,935,196 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,797,703 | BOYAmt |
| EOY | $7,442,145 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,099,027 | BOYAmt |
| EOY | $98,650,459 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,151,565 | BOYAmt |
| EOY | $1,151,565 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,997,140 | BOYAmt |
| EOY | $114,337,359 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,787 | BOYAmt |
| EOY | $387,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,877 | BOYAmt |
| EOY | $201,310 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,664 | BOYAmt |
| EOY | $588,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,397,476 | BOYAmt |
| EOY | $113,748,549 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,397,476 | BOYAmt |
| EOY | $113,748,549 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,997,140 | BOYAmt |
| EOY | $114,337,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,451,724 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,899,349 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTY | $136,550 |
| DUE TO OPERATING ACCOUNT | $64,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $201,310 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $59,770,192 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,899,349 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,899,349 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,870,843 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,671 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $33,671 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,904,514 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,419,119 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,419,119 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,671 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $33,671 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,452,790 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GABE MORGAN | ||||||||||||||
| UNION TRUSTEE | $0 | $165,325 | $0 | $0 | $0 | $10,400 | $0 | $33,546 | $0 | $22,242 | $0 | $231,513 | $0 | $0 |
| WAYNE MACMANIMAN | ||||||||||||||
| UNION TRUSTEE | $0 | $138,320 | $0 | $0 | $0 | $10,400 | $0 | $28,143 | $0 | $20,078 | $0 | $196,941 | $0 | $0 |
| MIKE DUFFY | ||||||||||||||
| UNION TRUSTEE | $0 | $151,040 | $0 | $0 | $0 | $10,400 | $0 | $30,208 | $0 | $2,242 | $0 | $193,890 | $0 | $0 |
| SARAH MILLINGHAUSEN | ||||||||||||||
| FINANCIAL MANAGER | $0 | $145,870 | $0 | $0 | $0 | $0 | $0 | $17,741 | $0 | $21,562 | $0 | $185,173 | $0 | $0 |
| JOHN RONGIONE | ||||||||||||||
| ADMINSTRATOR | $0 | $153,688 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,562 | $0 | $175,250 | $0 | $0 |
| JUDY O'MEARA | ||||||||||||||
| RN-DISEASE MGT | $0 | $114,788 | $0 | $0 | $0 | $0 | $0 | $17,741 | $0 | $21,562 | $0 | $154,091 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE FUND'S ADMINISTRATOR AND FINANCIAL MANAGER FOR THEIR REVIEW AND PRESENTATION TO THE GOVERNING BODY FOR REVIEW AND SIGNATURE. |
| FORM 990, PART VI, SECTION B, LINE 12C | SERVICE EMPLOYEES INTL UNION LOC 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ADMINISTRATOR MEETS WITH BUDGET COMMITTEE TO DISCUSS THE SALARIES OF EMPLOYEES OF THE FUND. THE ADMINISTRATOR MAKES RECOMMENDATIONS TO THE TRUSTEES BASED ON WAGE INFLATION RATES AND JUDGMENT AS WELL AS PERFORMANCE OF EMPLOYEES. JOB PERFORMANCE REVIEWS ARE PERFORMED ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | ROBERT MARTIN - P.O BOX 42608, PHILADELPHIA, PA 19101. GABE MORGAN - 209 9TH STREET, 9TH FLR, PITTSBURGH, PA 15222. TYRONE CHILCOTE - 30 SOUTH 17TH STREET - SUITE 1610, PHILADELPHIA, PA 19103. |
| FORM 990, PART XII, LINE 2C: | SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS WELFARE TRUST FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| SERVICE EMPLOYEES INTL UNION LOCAL 32BJDISTRICT 36 BOLR LEGAL SVCS TRUST FD | ||||||||
| 1515 MARKET STREET | PHILADELPHIA | PA | 19102 | 232307011 | LEGAL SERVICES PLAN | PA | 501(C)(9) | 0 |
| SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS PENSION FUND | ||||||||
| 1515 MARKET STREET | PHILADELPHIA | PA | 19102 | 236546776 | PENSION PLAN | PA | 401(A)/501(A) | 0 |
| LOCAL 32BJ DISTRICT 36 | ||||||||
| 25 WEST 18TH ST 4TH FLOOR | NEW YORK | NY | 10011 | 231916204 | LABOR UNION | NY | 501(C)(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (103 entries)
| 1100 MARKET STREET LP |
| 1528 WALNUT ST LP |
| 1650 ARCH PARTNER LP |
| 1830 RITTENHOUSE SQ CONDO |
| 1880 JFK INVESTMENT ASSOCS LPI |
| 220 W RITTENHOUSE COUNCIL |
| 250 SOUTH 18TH ST COUNCIL |
| 34 SOUTH 11TH STREET LP |
| 8 PENN CENTER |
| A & A MAINTENANCE |
| ABLE ENGINEERING SERV |
| ABM JANITORIAL |
| ADR NORTH AMERICAN LP |
| AE-SOUTH BROAD ASSOCS LP |
| ALLAN INDUSTRIES |
| AP-RAD VENTURE LP |
| AR BUILDING SERVICES INC |
| ARAMARK |
| ARAMARK-LINCOLNPARK |
| ARTHUR JACKSON CO |
| BEAVER HILL CONDOMINIUMS |
| BOROUGH OF DARBY |
| BRAVO BLDG SERV |
| BRI 1866 1515 MARKET LP |
| BROOKS RANGE |
| CBRE TECHNICAL SERVICES |
| CCIP STERLING LP (AIMCO) |
| CHESTER WATER AUTHORITY |
| CLEANTECH BLDG |
| COMPANION SERV GROUP |
| COOPER RIVER PLAZA |
| CREATIVE MANAGEMENT TECHNOLOGY |
| CROTHALL HEALTHCARE INC |
| CROWN 2 PENN CTR ASSOC LP |
| CROWN BLDG MAINTENANCE |
| CRS FACILITY |
| CSI INTERNATIONAL |
| CUSTOM METAL RESTORATION |
| DELAWARE COUNTY HOUSING |
| DORCHESTER OWNERS ASN |
| EASTERN JANITORIAL SERV |
| ELLIOTT LEWIS |
| EMPIRE FACILITY SOLUTIONS |
| ESC FEDERAL |
| FLUIDICS INC |
| G&E REAL ESTATE MANAGEMENT SER |
| GCA SERVICES GROUP |
| GDI SERV INC |
| HARVARD MAINT INC |
| HARVARD SERVICE GROUP |
| IMPERIAL EVENTS SECURITY SERVI |
| INNOVATIVE FACILITY SERV |
| INTERSTATE BLDG MAINT |
| J3 BUILDING SERVICES LLC |
| JENKINTOWN BLDG SERV |
| JFK COMMUNITY CTR |
| JONES LANG LASALLE |
| JONES LANG LASALLE |
| KENNEDY HOUSE |
| LEISURE VILLAGE EAST |
| LEISURE VILLAGE WEST |
| LOCKBOURNE MANOR |
| LOWER MORELAND TOWNSHIP |
| LTB LIMITED LP |
| LUSK & ASSOC INC |
| LYNNEWOOD BLDG SERV |
| MED TOWER PROPERTIES |
| MEDARTS PROPERTIES INC |
| PA-1601 MARKET STREET LP |
| PARC RITTENHOUSE CONDO |
| PARK TOWNE PLACE |
| PBMCMSI OF PA |
| PENNYPACK WOODS HOME OWN |
| PHILA OWNERS ASSOC |
| PHILADELPHIA LIBERTY PLACE LP |
| PHILIP MURRAY HOUSE |
| PLANNED BLDG SERV INC |
| PLANNED LIFESTYLE SERV |
| PREFERRED BLDG SERV |
| PREMIER WINDOW CLEANING LLC |
| PROFESSIONAL BLDG SERV(PBS) |
| PSP MANAGEMENT LP |
| RITTENHOUSE CLARIDGE |
| RIVER PARK HOUSE |
| ROBINSON GENERAL CONTR |
| SBM SITE SERVICES |
| SCOTLANDYARD SECURITY SER |
| SHERATON UNIVERSITY CITY |
| STUART DEAN OF PA |
| TEAM CLEAN |
| TEMCO SER INDUSTRY |
| THE FRANKLIN RESIDENCES |
| TISHMAN SPEYER PROPERTIES LLC |
| TOTAL MAINT MGMT INC |
| TOWER AT OAK HILL |
| TOWNSHIP OF FALLS AUTH |
| TUCS SERV |
| UNITED BUILDING MAINTENANCE CO |
| UNIVERSAL PROTECTION SERVICE L |
| WATTS WINDOW CLEANING |
| WAWA INC |
| WILLIAM PENN HOUSE |
| WILMINGTON HOUSING AUTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATOR PENSION FD | ||
| N | $150,482 | FMV |
| SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS COMMON ACCOUNT | ||
| O | $1,536,144 | FMV |
| SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS COMMON ACCOUNT | ||
| N | $155,117 | FMV |
| SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS COMMON ACCOUNT | ||
| R | $563,629 | FMV |