DISTRICT COUNCIL 1707-HOME CARE EMPLOYERS HEALTH AND WELFARE FUND: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DISTRICT COUNCIL 1707-HOME CARE EMPLOYERS HEALTH AND WELFARE FUND (EIN 13-3505523)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349303402
- Schema version
- 2014v5.0
- 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 | 2015-11-13T10:00:11-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132858927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZSIMMONS KRANTZ AND ABRAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 E 54TH ST RM 82 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100229207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133505523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT COUNCIL 1707 - LOCAL 389 | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH AND WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIST | BusinessNameControlTxt |
| Phone | 2129256033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 WEST 45TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN FLEURY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129256033 | PhoneNum |
| Signature | 2015-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J FITZSIMMONS | PreparerPersonNm |
| PTIN | P01242338 | PTIN |
| Phone | 2127594949 | PhoneNum |
| Preparation | 2015-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEAN FLEURY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 WEST 45TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,803,018 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO DISTRICT COUNCIL 1707 - LOCAL 389 MEMBERS AND DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,982,743 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,733,110 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,773,794 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,716,059 | CYInvestmentIncomeAmt |
| PY Other Revenue | $510 | PYOtherRevenueAmt |
| CY Other Revenue | $900,785 | CYOtherRevenueAmt |
| PY Total Revenue | $12,757,047 | PYTotalRevenueAmt |
| CY Total Revenue | $16,349,954 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $16,559,195 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $14,962,372 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $718,452 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $769,881 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,319,917 | PYOtherExpensesAmt |
| CY Other Expenses | $1,559,715 | CYOtherExpensesAmt |
| PY Total Expenses | $18,597,564 | PYTotalExpensesAmt |
| CY Total Expenses | $17,291,968 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,840,517 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$942,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,071,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,534,450 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,714,194 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,490,787 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,357,750 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,043,663 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO DISTRICT COUNCIL 1707 - LOCAL 389 MEMBERS AND DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND DEPENDENTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL 389 HEALTH AND WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129256033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 WEST 45TH STREET 5TH FLOOR | AddressLine1Txt |
| Address Line2 | SUITE 400 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 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 |
|---|---|---|---|---|---|---|
| KEVIN BYRNE | ||||||
| TRUSTEE | 5.00 | 35.00 | Yes (X) | $0 | $143,846 | $0 |
| VICTORIA MITCHELL | ||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $110,286 | $0 |
| ROBERT LESLIE | ||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $79,800 | $0 |
| JEAN FLEURY | ||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $75,612 | $0 |
| FLORETHA SCANTLEBURY | ||||||
| TRUSTEE | 5.00 | 35.00 | Yes (X) | $0 | $74,535 | $0 |
| SYLVIA KEMP | ||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $50,580 | $0 |
| MANUELA BUTLER | ||||||
| TRUSTEE | 5.00 | 5.00 | Yes (X) | $0 | $1,225 | $0 |
| LANA GOYKHBERG | ||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| MARGARET GLOVER | ||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $535,884 | TotReportableCompRltdOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MAGNACARE | |||||
| 825 EAST GATE BLVD | GARDEN CITY | NY | 11530 | BENEFIT ADMIN. | $275,238 |
| CARY KANE | |||||
| 1350 BROADWAY SUITE 1400 | NEW YORK | NY | 10018 | LEGAL FEES | $179,013 |
| FORD HARRISON LLP | |||||
| 100 PARK AVENUE SUITE 2500 | NEW YORK | NY | 10017 | LEGAL FEES | $177,599 |
| 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 |
|---|---|---|---|
| CONTRI. FROM EMPLOYERS | 900099 | $12,612,657 | $12,612,657 |
| COBRA CONTRIBUTIONS | 900099 | $120,453 | $120,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,733,110 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $509,496 | TotalRevenueColumnAmt |
| Exclusion | $509,496 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,659,627 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,453,064 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,206,563 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,206,563 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,206,563 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE PROCEEDS | 900099 | $900,000 | $900,000 |
| MISCELLANEOUS | 900099 | $785 | $785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $900,785 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,349,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,939,673 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,410,281 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,962,372 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,885 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,261 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,945 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,790 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,957 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,898 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,377 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,648 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,858 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,042 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,746 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,524 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,029 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CLAIMS PROCESSING FEES | $559,811 |
| EXCISE TAXES & FEES | $8,820 |
| MAINTENANCE & REPAIRS | $2,005 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,291,968 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,407,839 | BOYAmt |
| EOY | $2,616,741 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,377,531 | BOYAmt |
| EOY | $6,848,629 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,655 | BOYAmt |
| EOY | $231,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,909,421 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,900,811 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,134 | BOYAmt |
| EOY | $8,610 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,112,034 | BOYAmt |
| EOY | $16,681,921 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,751 | BOYAmt |
| EOY | $146,872 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,071,944 | BOYAmt |
| EOY | $26,534,450 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,989 | BOYAmt |
| EOY | $106,975 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,609,205 | BOYAmt |
| EOY | $5,383,812 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,714,194 | BOYAmt |
| EOY | $5,490,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,357,750 | BOYAmt |
| EOY | $21,043,663 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,357,750 | BOYAmt |
| EOY | $21,043,663 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,071,944 | BOYAmt |
| EOY | $26,534,450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$942,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,597,466 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,225,393 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,909,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,900,811 | DepreciationAmt |
| Book Value | $8,610 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,610 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT OBLIGATIONS | Desc |
| Amt | $5,383,812 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,383,812 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,602,111 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,597,466 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,597,466 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,199,577 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $150,377 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $150,377 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,349,954 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,141,591 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $17,141,591 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $150,377 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $150,377 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,291,968 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE INTERNAL REVENUE SERVICE RULED THAT THE FUND IS TAX EXEMPT UNDER SECTION 501(C) 9 OF THE INTERNAL REVENUE CODE ("IRC") AND THEREFORE, IS NOT SUBJECT TO TAX UNDER THE PRESENT INCOME TAX LAWS. THE FUND IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE BOARD IS NOT AWARE OF ANY COURSE OF ACTION OR SERIES OF EVENTS THAT HAVE OCCURRED THAT MIGHT ADVERSELY AFFECT THE FUND'S QUALIFIED STATUS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AT DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRED 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | SECTION C, LINE 18: IT IS THE ORGANIZATION'S POLICY TO FULLY COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS WITH RESPECT TO IRS FORM 990. OUR ORGANIZATION WILL FULFILL ALL REQUESTS FOR THE FORMS MADE IN WRITINGS OR IN PERSON, OR SOME COMBINATION OF THESE AVENUES IN ORDER TO COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN IS DISCUSSED AT THE BOARD OF TRUSTEES MEETING AND DISTRIBUTED BY EMAIL TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION DOES NOT CURRENTLY HAVE A WRITTEN CONFLICT OF INTEREST POLICY. THE ORGANIZATION IS AN ERISA COVERED EMPLOYEE BENEFIT PLAN AND AS SUCH ADHERES TO ERISA FIDUCIARY STANDARDS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE FOR PUBLIC INSPECTION BY PLAN PARTICIPANTS UPON WRITTEN REQUEST. |
| FORM 990, PART VII | COMPENSATION FROM RELATED ENTITIES WAS NOT AVAILABLE FOR LANA GOYKHBERG AND MARGARET GLOVER. |
| FORM 990, PART XI, LINE 9 | CHANGE IN BENEFIT OBLIGATION 1,225,393 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AFSCME DISTRICT COUNCIL 1707 | |||||||||
| 420 WEST 45TH STREET 7TH FL | NEW YORK | NY | 10036 | 135661250 | LABOR ORG | NY | 501C5 | N/A | false |
| ASSOCIATION FOR SERVICE FOR THE AGE | |||||||||
| 36-36 33RD STREET SUITE 302 | LONG ISLAND CITY | NY | 11106 | 132951640 | HEALTHCARE | NY | 501C 3 | N/A | false |
| BUSHWICK ECONOMIC DEVELOPMENT CORP | |||||||||
| 61-61B COOPER ST | BROOKLYN | NY | 11207 | 112442251 | HEALTHCARE | NY | 501C 3 | N/A | false |
| DISTRICT COUNCIL 1707 LOCAL 389 PEN | |||||||||
| 101 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | 133698650 | PENSION | NY | 401A | N/A | false |
| FAMILY SERVICE SOCIETY OF YONKERS | |||||||||
| 30 SOUTH BROADWAY 5TH FLOOR | YONKERS | NY | 10701 | 131739956 | HEALTHCARE | NY | 501C 3 | N/A | false |
| HOME ATTENDANT VENDOR AGENCY INC | |||||||||
| 3036-B NOSTRAND AVENUE | BROOKLYN | NY | 11229 | 133019997 | HEALTHCARE | NY | 501C 3 | N/A | false |
| JEWISH CARE SERVICES OF LONG ISLAND | |||||||||
| 97-77 QUEENS BLVD | REGO PARK | NY | 11374 | 112417269 | HEALTHCARE | NY | 501C 3 | N/A | false |
| POMONOK HOME SERVICES INC | |||||||||
| 61-34 188TH STREET SUITE 219 | FRESH MEADOWS | NY | 10018 | 112694987 | HEALTHCARE | NY | 501C 3 | N/A | false |
| SELFHELP COMMUNITY SERVICES | |||||||||
| 520 EIGHTH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | 131624178 | HEALTHCARE | NY | 501C 3 | N/A | false |
| SERVICES FOR THE AGED | |||||||||
| 36-36 33RD STREET SUITE 302 | LONG ISLAND CITY | NY | 11106 | 133200109 | HEALTHCARE | NY | 501C 3 | N/A | false |
| AFSCME LOCAL 389 | |||||||||
| 420 WEST 45TH STREET | NEW YORK | NY | 10036 | 133819669 | LABOR ORG | 501C5 | N/A | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| AVENUE OF THE AMERICAS 1707 LLC | |||||||||
| 902 CLINT MOORE ROAD STE 220 | BOCA RATON | FL | 33487 | 271971173 | RENTAL TSF | N/A | RELATED | false | false |
| HCE & HCEPF LLC | |||||||||
| 902 CLINT MOORE ROAD STE 220 | BOCA RATON | FL | 33487 | 800730988 | RENTAL TSF | N/A | RELATED | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| GET WELL AT HOME SERVICES | |||||||||
| 175-20 HILLSIDE AVENUE | JAMAICA | NY | 11432 | 112317154 | HEALTHCARE | NY | N/A | C CORP | false |
| HOME ASSISTANCE PERSONNEL INC | |||||||||
| 2900 EXTERIOR STREET | BRONX | NY | 10463 | 133267068 | HEALTHCARE | NY | N/A | C CORP | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DISTRICT COUNCIL 1707 LOCAL 389 PEN | ||
| Q | $431,712 | FMV OF CASH PAID |
| AFSCME DISTRICT COUNCIL 1707 | ||
| K | $198,897 | FMV OF CASH PAID |