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HEALTH & BENEFITS TRUSR FUND IUOE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HEALTH & BENEFITS TRUSR FUND IUOE (EIN 13-6674743)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-06
IRS object ID
202502799349300815
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-10-06T11:14:15-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131577780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULTHEIS & PANETTIERI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 WIRELESS BLVDAddressLine1Txt
CityHAUPPAUGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11788ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136674743EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 94 94A 94B HEALTH & BENEFITBusinessNameLine1Txt
Business Name Line2TRUST FUND IUOE AFL-CIOBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone2123311800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1331-337 WEST 44TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100365402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKUBA BROWNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2123311800PhoneNum
Signature2025-10-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL WESTFALLPreparerPersonNm
PTINP00539069PTIN
Phone6312734778PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line1331-337 WEST 44TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100365402ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$547,126,314GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1975FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$201,657,201PYProgramServiceRevenueAmt
CY Program Service Revenue$204,525,481CYProgramServiceRevenueAmt
PY Investment Income$8,305,735PYInvestmentIncomeAmt
CY Investment Income$27,282,291CYInvestmentIncomeAmt
PY Other Revenue$67,202PYOtherRevenueAmt
CY Other Revenue$68,831CYOtherRevenueAmt
PY Total Revenue$210,030,138PYTotalRevenueAmt
CY Total Revenue$231,876,603CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$171,340,507PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$180,860,616CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,835,430PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,006,755CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,331,703PYOtherExpensesAmt
CY Other Expenses$3,178,357CYOtherExpensesAmt
PY Total Expenses$175,507,640PYTotalExpensesAmt
CY Total Expenses$186,045,728CYTotalExpensesAmt
PY Revenues Less Expenses$34,522,498PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$45,830,875CYRevenuesLessExpensesAmt
Total Assets BOY$569,780,531TotalAssetsBOYAmt
Total Assets EOY$637,263,969TotalAssetsEOYAmt
Total Liabilities BOY$19,463,862TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,777,223TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$550,316,669NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$618,486,746NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document65IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee15EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KUBA BROWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2123311800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1331-337 WEST 44TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100365402ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
WILLIAM FARANDA
EXECUTIVE DIR.28.0012.00Yes (X)$268,851$0$92,622
SANDRA CHIN
CFO34.006.00$204,225$0$83,394Yes (X)
DEREK DAVIS
FUND ADMIN40.000.00Yes (X)$196,819$0$82,403
ANNETTE HASSELL
ASST FUND ADMIN40.000.00$115,728$0$71,210Yes (X)
MABEL LAU
BOOKKEEPER28.0012.00$105,217$0$69,451Yes (X)
KUBA BROWN
TRUSTEE1.000.00$0$0$0Yes (X)
THOMAS HART
TRUSTEE1.000.00$0$0$0Yes (X)
MICHAEL GADALETA
TRUSTEE1.000.00$0$0$0Yes (X)
RAYMOND MACCO
TRUSTEE1.000.00$0$0$0Yes (X)
HOWARD ROTHSCHILD
TRUSTEE1.000.00$0$0$0Yes (X)
THOMAS HILL
TRUSTEE1.000.00$0$0$0Yes (X)
ROBERT SCHWARTZ
TRUSTEE1.000.00$0$0$0Yes (X)
STEPHEN BRENNAN
TRUSTEE1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$890,840TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$399,080TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EMPIRE HEALTHCHOICE ASSURANCE INC
3350 PEACHTREE RDATLANTAGA30326CLAIMS PROCESSING$2,381,191
CONGRESS ASSET MANAGEMENT
2 SEAPORT LANEBOSTONMA022102001INVESTMENT MGMT$1,032,995
PROSKAUER ROSE LLP
11 TH TIMES SQUARENYNY10036LEGAL COUNSEL$528,147
SCHULTHEIS & PANETTIERI LLP
450 WIRELESS BLVDHAUPPAUGENY11788AUDITING$326,072
THE SEGAL COMPANY
333 WEST 34TH STREETNEW YORKNY10001CONSULTING$320,889
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIB238220$196,975,518$196,975,518
PARTICIPANT CONTRIB238220$7,549,963$7,549,963
FieldValueIRS element (for citing)
Total Program Service Revenue$204,525,481TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,982,429TotalRevenueColumnAmt
Exclusion$16,982,429ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$325,549,573SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$315,249,711SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,299,862SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,299,862TotalRevenueColumnAmt
Related Or Exempt Func Income$10,299,862RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSEMENT FROM CPFDesc
Business238220BusinessCd
Total Revenue Column$68,831TotalRevenueColumnAmt
Exclusion$68,831ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$68,831OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$231,876,603TotalRevenueColumnAmt
Related Or Exempt Func Income$214,825,343RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$17,051,260ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$180,860,616TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$647,844TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$762,401TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$310,787TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$192,494TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$93,229TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$672,252TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$249,909TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,396,255TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$260,588TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$172,234TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$269,731TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$136,927TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$27,314TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$70,725TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescREIMB PR,TAXES,BENEFITSDesc
Total-$77,578TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$186,045,728TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,472,539BOYAmt
EOY$12,700,322EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$41,472,662BOYAmt
EOY$41,756,001EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$253,789BOYAmt
EOY$343,256EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$973,747LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$787,122LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$55,496BOYAmt
EOY$186,625EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$512,521,012BOYAmt
EOY$582,273,992EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,033BOYAmt
EOY$3,773EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$569,780,531BOYAmt
EOY$637,263,969EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$742,482BOYAmt
EOY$581,087EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$581,663BOYAmt
EOY$654,695EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,139,717BOYAmt
EOY$17,541,441EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,463,862BOYAmt
EOY$18,777,223EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$550,316,669BOYAmt
EOY$618,486,746EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$550,316,669BOYAmt
EOY$618,486,746EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$569,780,531BOYAmt
EOY$637,263,969EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$45,830,875ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$22,339,202NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$361,208OtherCostOrOtherBasisAmt
Depreciation$285,895DepreciationAmt
Book Value$75,313BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$612,539OtherCostOrOtherBasisAmt
Depreciation$501,227DepreciationAmt
Book Value$111,312BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$186,625TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
BENEFIT OBLIGATIONS CURRENTLY PAYABLE$16,685,000
DUE TO RELATED ORGANIZATIONS-$46,539
NET TRADES PENDING$902,980
FieldValueIRS element (for citing)
Total Liability$17,541,441TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$252,819,550TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$22,339,202NetUnrealizedGainsInvstAmt
Revenue Not Reported$22,339,202RevenueNotReportedAmt
Revenue Subtotal$230,480,348RevenueSubtotalAmt
Investment Expenses Not Incld$1,396,255InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,396,255RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$231,876,603TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$186,330,473TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$186,330,473ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,396,255InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$1,681,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$284,745ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$186,045,728TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 4B - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN BENEFIT OBLIGATIONS CURRENTLY PAYABLE -1,681,000.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM FARANDA
EXECUTIVE DIR.$253,533$0$15,165$0$153$0$68,161$0$24,461$0$361,473$0$0$0
SANDRA CHIN
CFO$192,011$0$11,541$0$673$0$58,933$0$24,461$0$287,619$0$0$0
DEREK DAVIS
FUND ADMIN$185,410$0$11,151$0$258$0$57,942$0$24,461$0$279,222$0$0$0
ANNETTE HASSELL
ASST FUND ADMIN$110,787$0$4,502$0$439$0$46,749$0$24,461$0$186,938$0$0$0
MABEL LAU
BOOKKEEPER$100,738$0$4,040$0$439$0$44,990$0$24,461$0$174,668$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED IN COORDINATION WITH THE EXECUTIVE DIRECTOR WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST IS DISCUSSED AT TRUSTEES MEETING ANNUALLY. TRUSTEES ARE ASKED IF THEY ARE AWARE OF ANY CONFLICTS THEY MAY HAVE AND ARE REMINDED THAT THEY SHOULD BE BROUGHT TO THE BOARD'S ATTENTION IMMEDIATELY, IF ONE DOES ARISE.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
FORM 990, PART VII-COLUMN(B)-AVG HOURSOFFICERS AND HIGHEST COMPENSATED EMPLOYEES WORK 40 HOURS PER WEEK AMONGST THE TAX EXEMPT ORGANIZATIONS THAT THE INDIVIDUAL HOLDS POSITION IN. ALLOCATIONS OF THESE HOURS, AS WELL AS HOURS REPORTED FOR THE TRUSTEES, ARE BASED ON THE ESTIMATE OF TIME SPENT PERFORMING SERVICES TO THE RESPECTIVE ORGANIZATIONS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ANNUITY FUND OF IUOE L 9494A94B
331-337 WEST 44TH STNEW YORKNY100365402136817367ANNUITY BENEFITNY501(A)N/AN/A0
COMMERCIAL EMPS-LOC 9494A94B TRAINING
331-337 WEST 44TH STNEW YORKNY100365402133056021TRAINING, SKILL IMPROVEMENT, SAFETY EDUCNY501(C)310N/A0
INT'L UNION OF OPERATING ENG LOCAL 94
331-337 WEST 44TH STNEW YORKNY100365402131109414LABOR UNIONNY501(C)5N/AN/A0
SEE SCHEDULE R SUPPLEMENTAL INFORMATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART II AND IVCERTAIN TRUSTEES LISTED ON PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION. CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS. THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULES OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING.
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2024 FORM 990, SCHEDULE R ATTACHMENT, LIST OF RELATED ORGANIZATIONSHRO INTERNATIONAL INTEGRATED FACILITIES MANAGEMENT, INC -FED CAP INTESA SANPAOLO S.P.A. IRONWOOD RLTY CORP ISS FACILITY SERVICES, INC J&S POWER SOLUTIONS JACK RESNICK & SON JAMESTOWN COMMERCIAL MANAGEMENT JAPAN SOCIETY, INC JARDAN MANAGEMENT CORP. JEFFREY MGMT CORP JEMB REALTY CORP JLL JMS MANAGEMENT LLC JONES LANG LASALLE JOSEPH P DAY REALTY CORP KALI KOW PROP ASSOC KATO INTERNATIONAL LLC KIPP STAWSKI MGMT GROUP KRE, LLC LANTOWER MANAGEMENT SERVICES LP LB &B ASSOCIATES LCOR LEHALGEN, HARTZ MT CORP LEX AVE & 42ND ST, MANAGED ACCOUNT (ABM) LONG ISLAND MECHANICAL LLC LOUIS FEIL ROBERT E. FABE MACKLOWE MANAGEMENT MACY'S CREDIT & CUSTOMER SRV MAVERICK BUILDING SERVICES MB REAL ESTATE MERINGOFF PROPERTIES METRO MANAGEMENT DEVELOPMENT, INC. METRO SERVICES MJH MECHANICAL MORNINGSIDE HOUSING CORP MUSEUM JEWISH HERITAGE MUTUAL REDEVELOP HSG NAMDAR REALTY GROUP NEW WATER STREET CORP NEW YORK TEMPERATURE CONTROLS NEWMARK NW 100 BROADWAY PROP.OWNER LLC NYCSS NY-CUSHMAN & WAKEFIELD MAINTENANCE CORPORATION OLNICK ORGANIZATION ONE BROADWAY OWNER, LLC C/O JONES LANG LASALLE AME ONE STATE STREET LLC ORSID REALTY CORP. MANAGER OXFORD ASSET MANAGEMENT USA INC. PARAMOUNT GROUP MANAGEMENT LP PARIS MAINTENANCE CO PARK AVENUE PLAZA OWNER LLC PARK HOUSE PROPERTY MANAGEMENT LLC PARK TOWER MGMT LTD/AGT PBM LLC PEAK PROPERTIES REAL ESTATE LLC PENGUIN PERFECT BUILDING MAINT PHM REALTY C/O MHP REAL ESTATE SERVICE PINE MAINTENANCE LLC PJ MECHANICAL PLAZA CONDOMINIUM PLZ MAD & COLLIERS TRISTATE PRETECT USA LLC PRINCETON INTL PROPERTIES COR 150 EAST 52ND STREET PRITCHARD INDUSTRIES QPP LLC (SVEN) QUALITY BUILDING SERVICES RAEL SPRINKLER MAINTENANCE COR RARITAN BUILDING SERVICE CORP REALTIES 1430 RELATED HUDSON YARDS MANAGER RELATED MANAGEMENT COMPANY RIVERBAY CORP. ROCHDALE VILLAGE INC ROCKEFELLER CENTER NORTH LLC ROCKEFELLER GROUP DEV CORP RODNEY CORPORATION ROLEX REALTY CO INC ROYAL REALTY CORP ROZA 14W, LLC RUDIN MANAGEMENT CO., INC RXR REALTY S L GREEN REALTY CORP SAGE REALTY CORP SANDHURST ASSOCIATES SDAC SECURITY EQUITY LLC SILVERSTEIN PROPERTIES SIXONE BUILDING SERVICES,LLC SL GREEN MANAGEMENT LLC. SODEXO BUFFALO SERVICE CENTER SOLOW BUILDING COMPANY STEINBERG & PAKOIK MGMT CORP STUYTOWN PROPERTY SERVICES SUPERIOR PUMP & MOTOR INC. SVF PARK NEW YORK, LLC TF CORNERSTONE,INC THE ASSOC OF BAR CITY OF N.Y. THE BLOOMBERG BUILDING THE BROMLEY COMPANIES THE GREENWICH LANE THE NEW SCHOOL UNIVERSITY THE TRUMP CORP THE TRUMP WORLD TOWER THE WITKOFF GROUP TISHMAN SPEYER HR TISHMAN SPEYER PROPERTIES, L.L.C. TOWER 56 OWNERS, LLC TOWER 570 COMPANY, LP TOWER CONDO BOARD TOWER CONSULTING ENGINEERS TRIANGLE SERVICES INC. TRUMP PALACE CONDOMINIUM C/O ORSID NY TRUMP TOWER COMMERCIAL LLC UG2 LLC UJA FEDERATION, PAYROLL UNDER 21 UNITY ELECTRIC UNIVERSITY CLUB VAIS 3 LLC VORNADO WALTER & SAMUELS, INC WATERMAN PROPERTIES, LLC WI/BSREP III 390 PARK MANAGER LLC WYCKOFF HEIGHTS HOSPITAL YALE CLUB OF NY YOTEL