HEALTH FUND 917: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH FUND 917 (EIN 13-6129427)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-12-01
- IRS object ID
- 202323359349300212
- Schema version
- 2022v5.0
- 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 | 2023-12-01T09:57:22-06:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 SEVENTH AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136129427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH FUND 917 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 5163263371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 NORTH TYSON AVENUE 1 FL | AddressLine1Txt |
| City | FLORAL PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH NATALE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163263371 | PhoneNum |
| Signature | 2023-12-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RALPH | PersonFirstNm |
| Person Last | NATALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH MORELLO | PreparerPersonNm |
| PTIN | P02146706 | PTIN |
| Phone | 2126951300 | PhoneNum |
| Preparation | 2023-12-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RAPLH NATALE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 NORTH TYSON AVENUE 1 FL | AddressLine1Txt |
| City | FLORAL PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,969,434 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 2 | 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 | $16,907,670 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,047,662 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,542,953 | PYInvestmentIncomeAmt |
| CY Investment Income | $905,525 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $18,450,623 | PYTotalRevenueAmt |
| CY Total Revenue | $17,953,187 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $17,736,636 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $15,922,285 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $186,602 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $189,075 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $366,663 | PYOtherExpensesAmt |
| CY Other Expenses | $374,581 | CYOtherExpensesAmt |
| PY Total Expenses | $18,289,901 | PYTotalExpensesAmt |
| CY Total Expenses | $16,485,941 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $160,722 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,467,246 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,995,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,050,348 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,887,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,282,394 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,107,756 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,767,954 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 283 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | BOARD OF TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163263371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 NORTH TYSON AVENUE | AddressLine1Txt |
| City | FLORAL PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| DEMOS DEMOPOULOS | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RALPH NATALE | |||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $139,700 | $39,527 | |
| ROY KOHN | |||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| KIRK CONAWAY | |||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY ISAACS | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID PEREZ | |||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $137,100 | $39,527 | |
| ANA TANG | |||||||
| FUND ADMINISTRATOR | 27.00 | 13.00 | $134,677 | $0 | $41,023 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $134,677 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $276,800 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $120,077 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EMPIRE BLUE CROSS AND BLUE SHIELD | |||||
| ONE LIBERTY PLAZA | NEW YORK | NY | 10006 | PPO ACCESS | $399,806 |
| ZENITH AMERICAN SOLUTIONS | |||||
| 302 KNIGHTS RUN AVENUE | TAMPA | FL | 33602 | CLAIMS PROCESSING | $343,215 |
| CALIBRE CPA GROUP | |||||
| 462 SEVENTH AVE | NEW YORK | NY | 10018 | AUDIT SERVICES | $106,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $16,899,005 | $16,899,005 |
| COBRA CONTRIBUTIONS | 525100 | $148,657 | $148,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,047,662 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $902,567 | TotalRevenueColumnAmt |
| Exclusion | $902,567 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,205 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,247 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,958 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,958 | TotalRevenueColumnAmt |
| Exclusion | $2,958 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,953,187 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,047,662 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $905,525 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,922,285 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,154 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,591 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,038 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,238 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,054 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,450 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,205 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,577 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,749 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,990 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,983 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,485,941 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,087 | BOYAmt |
| EOY | $1,143,269 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,470 | BOYAmt |
| EOY | $776,899 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,582 | BOYAmt |
| EOY | $13,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,988 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,407 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,455 | BOYAmt |
| EOY | $3,581 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,891,241 | BOYAmt |
| EOY | $29,053,014 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,822,544 | BOYAmt |
| EOY | $12,734,777 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,775 | BOYAmt |
| EOY | $325,791 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,995,154 | BOYAmt |
| EOY | $44,050,348 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,398 | BOYAmt |
| EOY | $43,035 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,849,000 | BOYAmt |
| EOY | $3,239,359 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,887,398 | BOYAmt |
| EOY | $3,282,394 | 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 | $40,107,756 | BOYAmt |
| EOY | $40,767,954 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,107,756 | BOYAmt |
| EOY | $40,767,954 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,995,154 | BOYAmt |
| EOY | $44,050,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,467,246 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$807,048 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,988 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,407 | DepreciationAmt |
| Book Value | $3,581 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,581 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLECTIVE TRUST FUND | Desc |
| Book Value | $12,734,777 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,734,777 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| POSTRETIREMENT BENEFIT OBLIGATIONS | $1,095,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,840,000 |
| OPERATING LEASE LIABILITY | $304,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,239,359 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,116,934 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$807,048 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$807,048 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,923,982 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $29,205 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $29,205 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,953,187 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,370,736 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,370,736 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $29,205 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $86,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $115,205 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,485,941 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF APRIL 30, 2023 AND 2022, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN BENEFIT OBLIGATIONS |
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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RALPH NATALE | ||||||||||||||
| TRUSTEE | $0 | $127,400 | $0 | $0 | $0 | $12,300 | $0 | $19,499 | $0 | $20,028 | $0 | $179,227 | $0 | $0 |
| DAVID PEREZ | ||||||||||||||
| TRUSTEE | $0 | $124,800 | $0 | $0 | $0 | $12,300 | $0 | $19,499 | $0 | $20,028 | $0 | $176,627 | $0 | $0 |
| ANA TANG | ||||||||||||||
| FUND ADMINISTRATOR | $134,677 | $0 | $0 | $0 | $0 | $0 | $19,603 | $0 | $21,420 | $0 | $175,700 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR AND TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRIES ARE MADE TO THE PREPARER AS NEEDED. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S ANNUAL FORM 5500 FILING. NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| LOCAL UNION 917 IBT | ||||||||
| 24 NORTH TYSON AVENUE | FLORAL PARK | NY | 11001 | 135279293 | LABOR UNION | NY | 501(C)(5) | 0 |
| LOCAL 917 PENSION FUND | ||||||||
| 22 NORTH TYSON AVENUE | FLORAL PARK | NY | 11001 | 136086164 | BENEFIT FUND | NY | 401(A) | 0 |
| LOCAL 868 I B OF T PENSION FUND | ||||||||
| 22 NORTH TYSON AVENUE | FLORAL PARK | NY | 11001 | 132930439 | BENEFIT FUND | NY | 401(A) | 0 |
| LOCAL 816 LABOR & MGMT PENSION TR FUND | ||||||||
| 22 NORTH TYSON AVENUE | FLORAL PARK | NY | 11001 | 131869789 | BENEFIT FUND | NY | 401(A) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (56 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| 19-20 INDUSTRY CITY | |
| CONTRIBUTING EMPLOYER | 0 |
| AF SUPPLY | |
| CONTRIBUTING EMPLOYER | 0 |
| ALLIED AVIATION | |
| CONTRIBUTING EMPLOYER | 0 |
| AMBRO OPERATING CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| APPROVED OIL | |
| CONTRIBUTING EMPLOYER | 0 |
| BAKERY DRIVERS LOCAL | |
| CONTRIBUTING EMPLOYER | 0 |
| BARNEY'S SERVICE STATION | |
| CONTRIBUTING EMPLOYER | 0 |
| BAYSIDE FUEL | |
| CONTRIBUTING EMPLOYER | 0 |
| BLUE DIAMOND | |
| CONTRIBUTING EMPLOYER | 0 |
| BORO FUEL | |
| CONTRIBUTING EMPLOYER | 0 |
| BRONX AUTOMOTIVE | |
| CONTRIBUTING EMPLOYER | 0 |
| BUCKEYE PIPELINE | |
| CONTRIBUTING EMPLOYER | 0 |
| CARMEL GARAGE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CENTURY MOTORS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| COHLER FUEL | |
| CONTRIBUTING EMPLOYER | 0 |
| DEBRAGGA & SPITLER | |
| CONTRIBUTING EMPLOYER | 0 |
| DORCHESTER HEATING | |
| CONTRIBUTING EMPLOYER | 0 |
| EAST COAST MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| EAST COAST PETROLEUM | |
| CONTRIBUTING EMPLOYER | 0 |
| FANCY FOODS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| FRED SCHILDWACHTER | |
| CONTRIBUTING EMPLOYER | 0 |
| GROCERY HAULERS | |
| CONTRIBUTING EMPLOYER | 0 |
| HEALTH FUND 917 | |
| CONTRIBUTING EMPLOYER | 0 |
| HEMSTEAD LINCOLN MERCURY | |
| CONTRIBUTING EMPLOYER | 0 |
| INTERSTATE FOODS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JM HUNTINGTON MOTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| KARP VOLVO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LAB CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| LAZ PARKING | |
| CONTRIBUTING EMPLOYER | 0 |
| LOCAL 553 PENSION FUND | |
| CONTRIBUTING EMPLOYER | 0 |
| LOCAL 917 IBT | |
| CONTRIBUTING EMPLOYER | 0 |
| LOCAL UNION 553 | |
| CONTRIBUTING EMPLOYER | 0 |
| MAJOR CHEVROLET INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MAJOR WORLD CDJR LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MERRICK DODGE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MISSION OF THE IMMAC | |
| CONTRIBUTING EMPLOYER | 0 |
| MONTEBELLO COAL | |
| CONTRIBUTING EMPLOYER | 0 |
| NEW UTRECHT | |
| CONTRIBUTING EMPLOYER | 0 |
| PACIFIC PETROLEUM | |
| CONTRIBUTING EMPLOYER | 0 |
| PETRO | |
| CONTRIBUTING EMPLOYER | 0 |
| PLAZA OLDSMOBILE | |
| CONTRIBUTING EMPLOYER | 0 |
| PLAZA TOYOTA | |
| CONTRIBUTING EMPLOYER | 0 |
| PRIDE BUS CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| ROCKWAY FUEL | |
| CONTRIBUTING EMPLOYER | 0 |
| RSTR MOTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| SJ FUEL | |
| CONTRIBUTING EMPLOYER | 0 |
| SKAGGS & WALSH | |
| CONTRIBUTING EMPLOYER | 0 |
| SPEEDWAY-NJ | |
| CONTRIBUTING EMPLOYER | 0 |
| SPEEDWAY-NY | |
| CONTRIBUTING EMPLOYER | 0 |
| STANDARD PARKING | |
| CONTRIBUTING EMPLOYER | 0 |
| STATEWIDE OIL | |
| CONTRIBUTING EMPLOYER | 0 |
| THE CAR PARK | |
| CONTRIBUTING EMPLOYER | 0 |
| UNITED APOLLO PETROLEUM | |
| CONTRIBUTING EMPLOYER | 0 |
| UNITED JEWISH APPEAL | |
| CONTRIBUTING EMPLOYER | 0 |
| WELCOME PARKING | |
| CONTRIBUTING EMPLOYER | 0 |
| SPRAGUE RESOURCES | |
| CONTRIBUTING EMPLOYER | 0 |
| 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LOCAL 917 PENSION FUND | ||
| Q | $66,470 | TIME STUDY |
| LOCAL 868 IBT PENSION FUND | ||
| Q | $42,770 | TIME STUDY |
| LOCAL 816 LABOR & MGMT PENSION FUND | ||
| Q | $75,921 | TIME STUDY |