STRATEGY STUDIO / PUBLIC DATA EXPLORER

HEALTH FUND 917: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HEALTH FUND 917 (EIN 13-6129427)
Tax period
2016-05-01 to 2017-04-30
Filed
2018-02-27
IRS object ID
201840589349300834
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2018-02-27T12:41:13-08:00ReturnTs
Tax Period End2017-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEINBERG STECKLER & PICCIURRO CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1462 7TH AVE 16TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100187606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136129427EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH FUND 917BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone5163263371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 NORTH TYSON AVENUEAddressLine1Txt
CityFLORAL PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID PEREZPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-02-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael PicciurroPreparerPersonNm
PTINP01458515PTIN
Phone2126951300PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$15,984,742GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$15,342,310PYProgramServiceRevenueAmt
CY Program Service Revenue$15,779,491CYProgramServiceRevenueAmt
PY Investment Income$176,955PYInvestmentIncomeAmt
CY Investment Income$205,251CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$15,519,265PYTotalRevenueAmt
CY Total Revenue$15,984,742CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$14,121,880PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$12,267,626CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$248,889PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$247,082CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$328,358PYOtherExpensesAmt
CY Other Expenses$325,642CYOtherExpensesAmt
PY Total Expenses$14,699,127PYTotalExpensesAmt
CY Total Expenses$12,840,350CYTotalExpensesAmt
PY Revenues Less Expenses$820,138PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,144,392CYRevenuesLessExpensesAmt
Total Assets BOY$35,567,291TotalAssetsBOYAmt
Total Assets EOY$37,882,163TotalAssetsEOYAmt
Total Liabilities BOY$3,629,670TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,447,505TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,937,621NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$35,434,658NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTHE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ITS MEMBERS AND THEIR DEPENDENTS AND BENEFICIARIES. BENEFITS INCLUDE HOSPITALIZATION, MEDICAL, SURGICAL, PRESCRIPTION DRUGS, DENTAL, OPTICAL, DISABILITY AND DEATH.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document94IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOINT BOARD OF TRUSTEESPersonNm
Phone5163263371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 NORTH TYSON AVENUEAddressLine1Txt
CityFLORAL PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11001ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DEMOS DEMOPOULOS
Trustee2.0040.00Yes (X)$0$169,959$42,993
RALPH NATALE
Trustee2.0040.00Yes (X)$0$108,500$35,645
ROY KOHN
Trustee2.000.00Yes (X)$0$0$0
KIRK CONAWAY
Trustee2.000.00Yes (X)$0$0$0
JEFFREY ISAACS
Trustee2.000.00Yes (X)$0$0$0
DAVID PEREZ
Trustee2.0040.00Yes (X)$0$106,810$35,645
JOANN EMMONS
FUND MANAGER22.0018.00$74,456$58,501$37,217Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$74,456TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$443,770TotReportableCompRltdOrgAmt
Total Other Compensation$151,500TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EMPIRE BLUE CROSS AND BLUE SHIELD
ONE LIBERTY PLAZANEW YORKNY10006CLAIMS PROCESSING$375,748
BENEFIT SERVICES
2185 LEMOINE AVENUEFORT LEENJ07024CLAIMS PROCESSING$258,182
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYEE CONTRIBUTIONS480000$138,317$138,317
EMPLOYER CONTRIBUTIONS480000$15,641,174$15,641,174
FieldValueIRS element (for citing)
Total Program Service Revenue$15,779,491TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$205,251TotalRevenueColumnAmt
Exclusion$205,251ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,984,742TotalRevenueColumnAmt
Related Or Exempt Func Income$15,779,491RelatedOrExemptFuncIncomeAmt
Exclusion$205,251ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$12,267,626TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$95,298TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$94,396TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$23,742TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,208TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,438TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$50,487TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,575TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$39,156TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$44,000TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,294TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,536TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$61,078TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$997TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,211TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
Postage and Shipping$8,769
TELEPHONE$5,539

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,840,350TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$4,874BOYAmt
EOY$10,999EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$780,425BOYAmt
EOY$810,689EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$418,859BOYAmt
EOY$461,143EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,478BOYAmt
EOY$13,570EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$82,786LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$80,193LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,851BOYAmt
EOY$2,593EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$34,329,037BOYAmt
EOY$36,555,654EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$27,515BOYAmt
EOY$27,515EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,567,291BOYAmt
EOY$37,882,163EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$50,670BOYAmt
EOY$58,505EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,579,000BOYAmt
EOY$2,389,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,629,670BOYAmt
EOY$2,447,505EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$31,937,621BOYAmt
EOY$35,434,658EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,937,621BOYAmt
EOY$35,434,658EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,567,291BOYAmt
EOY$37,882,163EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,144,392ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$352,645NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$72,693OtherCostOrOtherBasisAmt
Depreciation$70,100DepreciationAmt
Book Value$2,593BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,093OtherCostOrOtherBasisAmt
Depreciation$10,093DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,593TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CLAIMS INCURRED BUT NOT REPORTED$1,319,000
POST RETIREMENT BENEFIT OBLIGATIONS$1,070,000
FieldValueIRS element (for citing)
Total Liability$2,389,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$16,298,231TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$352,645NetUnrealizedGainsInvstAmt
Revenue Not Reported$352,645RevenueNotReportedAmt
Revenue Subtotal$15,945,586RevenueSubtotalAmt
Investment Expenses Not Incld$39,156InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$39,156RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$15,984,742TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,991,194TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$13,991,194ExpensesSubtotalAmt
Investment Expenses Not Incld2$39,156InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$1,190,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$1,150,844ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,840,350TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationACCOUNTING 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 IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO APRIL 30, 2014.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
DEMOS DEMOPOULOS
Trustee$155,769$14,190$24,509$18,484$212,952
JOANN EMMONS
FUND MANAGER$58,501$8,098$8,277$74,876$74,456$10,307$10,535$95,298

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR WHO E-MAILS THE FILING TO EACH BOARD MEMBER BEFORE IT IS FILED. ALTHOUGH NO FORMAL DETAILED REVIEW PROCESS IS ANTICIPATED, EACH BOARD MEMBER HAS AN OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableNO DOCUMENTS AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
LOCAL 917 I B OF T
24 N TYSON AVENUEFLORAL PARKNY11001135279293LABOR UNIONNY0320501(C)(5)N/Afalse
LOCAL 917 PENSION FUND
22 NORTH TYSON AVENUEFLORAL PARKNY11001NYN/Afalse
LOCAL 868 I B OF T PENSION FUND
22 NORTH TYSON AVENUEFLORAL PARKNY11001NYN/Afalse
LOCAL 816 LABOR & MGMT PENSION TR FUND
22 NORTH TYSON AVENUEFLORAL PARKNY11001NYN/Afalse
LOCAL 553 I B OF T
265 WEST 14TH STREETNEW YORKNY10011NYN/Afalse
LOCAL 553 PENSION FUND
265 WEST 14TH STREETNEW YORKNY10011NYN/Afalse
JEWISH FEDERATIONS OF NA
25 BROADWAYNEW YORKNY10004NYN/Afalse
MISSION OF THE IMMACULATE VIRGIN
6581 HYLAND BLVDSTATEN ISLANDNY10309NYN/Afalse
BAKERY DRIVERS LOCAL 550 FUNDS
99 TULIP AVENUE STE 402FLORAL PARKNY11101NYN/Afalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (67 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
19-20 INDUSTRY CITY ASSOC
220 36TH STREET STE 2ABROOKLYNNY11232NYN/Afalse
AF SUPPLY CORP
1000 S 2ND STREETHARRISONNJ07029NJN/Afalse
ABM INDUSTRIES
1 LIBERTY PLAZA 7TH FLNEW YORKNY10036NYN/Afalse
AMBASSADOR FUEL OIL & BURNER
1049 WASHINGTON AVEBRONXNY10456NYN/Afalse
AMBRO OPERATING CORP
PO BOX 751189FOREST HILLSNY11375NYN/Afalse
APPROVED OIL COMPANY
6717 4TH AVENUEBROOKLYNNY11220NYN/Afalse
BARNEYS SERVICE STATION
200-05 HORACE HARDING EXPWYBAYSIDENY11364NYN/Afalse
BAYSIDE FUEL OIL DEPOT CORP
PO BOX 140128BROOKLYNNY11214NYN/Afalse
BLUE DIAMOND FUEL OIL CORP
6717 4TH AVENUEBROOKLYNNY11220NYN/Afalse
BORO FUEL OIL CO
6717 4TH AVENUEBROOKLYNNY11220NYN/Afalse
BRONX AUTOMOTIVE GROUP INC
3333 BOSTON RDBRONXNY10469NYN/Afalse
CARMEL GARAGE INC
PO BOX 751189FOREST HILLSNY11375NYN/Afalse
CENTRAL PARKING SYSTEMS
200 E RANDOLPH STCHICAGOIL60601ILN/Afalse
CENTURY MOTORS INC
559 MIDDLE COUNTRY ROADST JAMESNY11780NYN/Afalse
COHLER FUEL OIL CO
4006 14TH AVENUEBROOKLYNNY11218NYN/Afalse
CONFIDENCE MGMT SYSTEM
1055 63RD STREETBROOKLYNNY11219NYN/Afalse
DEBRAGGA & SPITLER INC
65-77 AMITY STREETJERSEY CITYNJ07304NJN/Afalse
DORCHESTER FUEL OIL CO
888 SHERMAN AVETHORNWOODNY10594NYN/Afalse
EAST COAST MECHANICAL CORP
340 JACKSON AVEBRONXNY10454NYN/Afalse
EAST COAST PETROLEUM INC
340 JACKSON AVEBRONXNY10454NYN/Afalse
FANCY FOODS INC
HUNTS POINT BLDG B12BRONXNY10474NYN/Afalse
F&B FUEL OIL CO
PO BOX 465YONKERSNY10705NYN/Afalse
FRED SCHILDWACHTER & SONS INC
1400 FERRIS PLACEBRONXNY10461NYN/Afalse
FREEMAN PRODUCTS
71 WALSH DRIVEPARSIPPANYNJ07054NJN/Afalse
GROCERY HAULERS INC
581 MAIN ST STE 510WOODBRIDGENY07095NYN/Afalse
HALL ST COLD STORAGE
1375 BROADWAY 16TH FLBROOKLYNNY11205NYN/Afalse
HEMSTEAD LINCOLN MERCURY MOTORS
301 N FRANKLIN STHEMPSTEADNY11550NYN/Afalse
IBERIA ROAD MARKINGS CORP
104 LOMBARDY STREETBROOKLYNNY11222NYN/Afalse
INTERSTATE FOODS INC
355 CENTER FOOD DRBRONXNY10474NYN/Afalse
KARP VOLVO INC
PO BOX 878ROCKVILLE CTRNY11571NYN/Afalse
LAB CORP
369 FIRST AVERARITANNJ08869NJN/Afalse
MAJOR CHEVROLET INC
43-40 NORTHERN BLVDLICNY11101NYN/Afalse
MAJOR DODGE INC
43-40 NORTHERN BLVDLICNY11101NYN/Afalse
MANHATTAN AMC JEEP
678 11TH AVENUENEW YORKNY10019NYN/Afalse
MEADOWBROOK FORD INC
147 W 11TH STREETHUNTINGTON STNY11746NYN/Afalse
MERRICK DODGE INC
3614 SUNRISE HIGHWAYWANTAGHNY11793NYN/Afalse
MONTEBELLO COAL & FUEL OIL CO
1451 BLONDELL AVEBRONXNY10461NYN/Afalse
NEW UTRECHT FUEL OIL CO
978 39TH STREETBROOKLYNNY11219NYN/Afalse
PACIFIC PETROLEUM TRANS CO
802 JAMAICA AVEBROOKLYNNY11208NYN/Afalse
PETRO INC
1000 WOODBURY RDWOODBURYNY11797NYN/Afalse
PLAZA TOYOTA
2740 NOSTRAND AVEBROOKLYNNY11210NYN/Afalse
PRIDE TRANSPORTATION SVC
231 MALTA STREETBROOKLYNNY11207NYN/Afalse
PROPARK AMERICA NEW YORK
1 UNION PLACEHARTFORDCT06103CTN/Afalse
PULLUM FUEL OIL CO
1108 ZEREGA AVEBRONXNY10462NYN/Afalse
ROCKWAY FUEL OIL CORP
729 EAST 140TH STREETBRONXNY10454NYN/Afalse
RSTR MOTORS INC
1819-1831 CROPSEY AVEBROOKLYNNY11214NYN/Afalse
SJ FUEL CO
601 UNION STREETBROOKLYNNY11215NYN/Afalse
SKAGGS & WALSH INC
PO BOX 246COLLEGE POINTNY11356NYN/Afalse
STANDARD HEAT INC
75 ROCKLYN AVENUELYNBROOKNY11563NYN/Afalse
STANDARD PARKING
200 E RANDOLPH ST STE 7700CHICAGOIL60611ILN/Afalse
STATEWIDE OIL & HEATING CO
6717 4TH AVENUEBROOKLYNNY11231NYN/Afalse
SUPER FUEL CORP
809 E 140TH STREETBRONXNY10454NYN/Afalse
SURE FIRE FUEL CORP
2610 E TREMONT AVENUEBRONXNY10461NYN/Afalse
WELCOME PARKING LLC
921 BERGEN AVEJERSEY CITYNJ07306NJN/Afalse
WILCO ENERGY CORP
685 S 3RD AVENUEMT VERNONNY10550NYN/Afalse
BRONX FORD INC
3333 BOSTON ROADBRONXNY10469NYN/Afalse
LAZ PARKING
1818 MARKET ST STE 3140PHILADELPHIAPA19107PAN/Afalse
QUICK PARK
270 MADISON AVENEW YORKNY10018NYN/Afalse
UNITED APPOLO PETROLEUM
500 KINGSLAND AVEBROOKLYNNY11222NYN/Afalse
PLAZA GMHYUNDAI
2740 NOSTRAND AVENUEBROOKLYNNY11210NYN/Afalse
BUCKEYE PIPE LINE SERVICES
ONE GREENWAY PLAZA STE 600HOUSTONTX77046TXN/Afalse
SPEEDWAY LLC
500 SPEEDWAY DRENONOH45323OHN/Afalse
INTERBORO-STRATFORD FUEL CORP
1162 E TREMONT AVENUEBRONXNY10460NYN/Afalse
HAWKINS COVE OIL SUPPLY CORP
10-12 CHARLES STREETGLEN COVENY11542NYN/Afalse
ICON PARKING
270 MADISON AVENEW YORKNY10016NYN/Afalse
LAZ PARKING - GILMAN
333 W 39TH STREET STE 602NEW YORKNY10018NYN/Afalse
IMPERIAL PARKING
N/Afalse300-601 W CORDOVA STVANCOUVERBRITISH COLUMBIACAV6B1G1CA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LOCAL 917 PENSION FUND
q$89,965TIME STUDY
LOCAL 868 I B OF T PENSION FUND
q$44,496TIME STUDY
LOCAL 816 LABOR & MGMT PENSION TR FUND
q$97,734TIME STUDY