BUILDING SERVICE 32BJ HEALTH FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BUILDING SERVICE 32BJ HEALTH FUND (EIN 13-2928869)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2014-03-22
- IRS object ID
- 201440819349300704
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2014-03-22T12:02:02-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135381590 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132928869 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUILDING SERVICE 32BJ HEALTH FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BUIL | NameControl |
| Phone | 2125392778 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 18TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100114676 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD ROTHSCHILDHECTOR FIGUEROA | Name |
| Title | EMPLOYER TRUSTEE/UNION TRUSTEE | Title |
| Phone | 2125392778 | Phone |
| Date Signed | 2014-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES P WETZOLD | Name |
| PTIN | P00229911 | PTIN |
| Phone | 2128858000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | HOWARD ROTHSCHILDHECTOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 18TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100114676 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1022041455 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.32BJFUNDS.COM | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | 501(C)(9) | TypeOfOrgOtherDescription |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | ESTABLISHED TO PROVIDE HEALTH BENEFITS (MEDICAL, HOSPITAL, PRESCRIPTION, DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM, DISEASE MANAGEMENT), DEATH BENEFITS, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT AND LONG-TERM DISABILITY TO ITS ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS (IF PROVIDED FOR IN THE COLLECTIVE BARGAINING AGREEMENT), IN ACCORDANCE WITH THEIR CONTROLLING PLAN DOCUMENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 508 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 848826950 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 904245688 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5674407 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3037760 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4215177 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4215628 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 858716534 | TotalRevenuePriorYear |
| Total Revenue Current Year | 911499076 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 734466927 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 773130781 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16551681 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17007097 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17526562 | OtherExpensePriorYear |
| Other Expenses Current Year | 28860746 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 768545170 | TotalExpensesPriorYear |
| Total Expenses Current Year | 818998624 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 90171364 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 92500452 | RevenuesLessExpensesCY |
| Total Assets BOY | 660249314 | TotalAssetsBOY |
| Total Assets EOY | 763963227 | TotalAssetsEOY |
| Total Liabilities BOY | 124630393 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 123718509 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 535618921 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 640244718 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ESTABLISHED TO PROVIDE HEALTH BENEFITS (MEDICAL, HOSPITAL, PRESCRIPTION, DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM, DISEASE MANAGEMENT), DEATH BENEFITS, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT AND LONG-TERM DISABILITY TO ITS ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS (IF PROVIDED FOR IN THE COLLECTIVE BARGAINING AGREEMENT), IN ACCORDANCE WITH THEIR CONTROLLING PLAN DOCUMENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE PLAN PROVIDES VARIOUS HEALTH BENEFITS TO APPROXIMATELY 98,600 ELIGIBLE PARTICIPANTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 911 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 508 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN LANGER CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2123883489 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 18TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100114676 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MICHAEL FISHMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN DOYLE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HECTOR FIGUEROA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN LAMBERT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HOWARD ROTHSCHILD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES DOREGO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN SANTORA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FRED WARD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN COWELL | ||||||||
| EXECUTIVE DIRECTOR | 18.00 | 128243 | 88201 | 22058 | X | |||
| PETER GOLDBERGER | ||||||||
| DEPUTY EXECUTIVE DIRECTOR | 22.00 | 114321 | 69094 | 20114 | X | |||
| LAZARO GONZALEZ | ||||||||
| DIRECTOR OF FINANCE & ADMI | 23.00 | 124978 | 85955 | 21836 | X | |||
| ANGELO DASCOLI | ||||||||
| DIRECTOR OF HEALTH FUND | 35.00 | 214617 | 0 | 21860 | X | |||
| BARBARA CARESS | ||||||||
| DIRECTOR OF STRATEGIC POLI | 21.00 | 117143 | 70800 | 20064 | X | |||
| MARGARET NAPIER | ||||||||
| DIRECTOR OF COMPLIANCE | 17.00 | 78719 | 102093 | 20459 | X | |||
| IMTIAZ ALUR MOHAMMAD | ||||||||
| DIRECTOR OF IT | 24.00 | 124398 | 38816 | 18872 | X | |||
| PETER HAMARICH | ||||||||
| DIRECTOR OF HUMAN RESOURCE | 20.00 | 99982 | 65943 | 19512 | X | |||
| RANDI FARBER | ||||||||
| DIRECTOR OF TECHNOLOGY & OPERATIONS | 13.00 | 123010 | 55685 | 19913 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1125411 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 576587 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 184688 | TotalOtherCompensation |
| Number Individuals GT100 K | 39 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EMPIRE BLUE CROSS BLUE SHIELD | |||||
| 3 HUNTINGTON QUADRANGLE | MELVILLE | NY | 11747 | MEDICAL CLAIMS ADMINISTRATION | 16462266 |
| CIGNA | |||||
| 900 COTTAGE GROVE ROAD | BLOOMFIELD | CT | 06002 | MEDICAL CLAIMS ADMINISTRATION | 9426131 |
| UNITED HEALTH CARE | |||||
| 5015 CAMPUSWOOD DRIVE SUITE 303 E | NEW YORK | NY | 13057 | MEDICAL CLAIMS ADMINISTRATION | 2177708 |
| RAAB STURM & GANCHROW LLP | |||||
| 317 MADISON AVENUE | NEW YORK | NY | 10017 | LEGAL SERVICES | 1740726 |
| ADMINISTRATIVE SERVICES ONLY INC | |||||
| 303 MERRICK ROAD | LYNBROOK | NY | 11563 | DENTAL ADMINISTRATION | 1425628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 22 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYERS CONTRIBUTION | 900099 | 897419389 | 897419389 |
| RENTS FROM EXEMPT AFFI | 900099 | 5220289 | 5220289 |
| PARTICIPANTS CONTRIBUT | 900099 | 1606010 | 1606010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 904245688 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2765920 | TotalRevenueColumn |
| Exclusion | $2,765,920 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 599361 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2139089 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -1539728 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1539728 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1539728 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 108675130 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 108403290 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 271840 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 271840 | TotalRevenueColumn |
| Related Or Exempt Function Income | 271840 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| INTEREST INCOME - EMPL | 900099 | 2576326 | 2576326 |
| LIQUIDATED DAMAGES - E | 900099 | 2496469 | 2496469 |
| OTHER INCOME | 900099 | 682239 | 682239 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 322 | TotalRevenueColumn |
| Related Or Exempt Function Income | 322 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5755356 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 911499076 | TotalRevenueColumn |
| Related Or Exempt Function Income | 908733156 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,765,920 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 773130781 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1299842 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11046666 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1432651 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2150215 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1077723 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2942752 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129928 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275458 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329886 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17659981 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77387 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35640 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2198996 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214138 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PAYROLL AUDITING | 1644861 |
| CONSULTING | 1346011 |
| PUBLICATIONS | 567824 |
| TELEPHONE | 237940 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1199944 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 818998624 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25513656 | BOY |
| EOY | 201436405 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195425116 | BOY |
| EOY | 14677401 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84402250 | BOY |
| EOY | 91204800 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3532762 | BOY |
| EOY | 2302315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46675961 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2896833 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25637013 | BOY |
| EOY | 43779128 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314261269 | BOY |
| EOY | 390444201 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11477248 | BOY |
| EOY | 20118977 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 660249314 | BOY |
| EOY | 763963227 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8451244 | BOY |
| EOY | 5177838 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116179149 | BOY |
| EOY | 118540671 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124630393 | BOY |
| EOY | 123718509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 535618921 | BOY |
| EOY | 640244718 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 535618921 | BOY |
| EOY | 640244718 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 660249314 | BOY |
| EOY | 763963227 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 92500452 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 12125345 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31710871 | OtherCostOrOtherBasis |
| Depreciation | 799049 | Depreciation |
| Book Value | 30911822 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14965090 | OtherCostOrOtherBasis |
| Depreciation | 2097784 | Depreciation |
| Book Value | 12867306 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43779128 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OBLIGATION UNDER CAPITAL LEASE | $1,683,225 |
| DUE TO AFFILIATES | $1,106,542 |
| DEFERRED COMPENSATION | $104,547 |
| LEASE INCENTIVE OBLIGATION | $11,984,400 |
| DEFERRED RENT | $10,285,673 |
| DUE TO BROKER FOR SECURITIES PURCHASED | $48,884 |
| CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED | $93,327,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 118540671 | TotalOfAmounts |
| Total Revenue | 911499076 | TotalRevenue |
| Total Expenses | 818998624 | TotalExpenses |
| Excess Or Deficit For Year | 92500452 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 14159278 | NetUnrealizedGLOnInvestments |
| Other | -$2,033,933 | OtherAmount |
| Total Adjustments | 12125345 | TotalAdjustments |
| Excess Or Deficit Per FS | 104625797 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 921702336 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 14159278 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 14159278 | RevenueNotRptdF990 |
| Revenue Subtotal | 907543058 | RevenueSubtotal |
| Investment Expenses Not Included | 275458 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 3680560 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3956018 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 911499076 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 834433501 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 834433501 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 275458 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -15710335 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -15434877 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 818998624 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | U.S. GAAP 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 FEDERAL, STATE AND/OR LOCAL TAXING AUTHORITIES. THE ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JULY 1, 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | RENTAL LOSS NETTED ON FINANCIAL STATEMENTS -2,033,933. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTS FROM EXEMPT AFFILIATES 5,220,289. NET RENTAL LOSS -1,539,729. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN CLAIMS PAYABLE -17,356,962. RENTS FROM EXEMPT AFFILIATES 5,220,289. NET RENTAL LOSS -3,573,662. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN COWELL | |||||||||||||
| 123452 | 84906 | 4791 | 3295 | 0 | 0 | 0 | 0 | 15900 | 10935 | 144143 | 99136 | 0 | 0 |
| PETER GOLDBERGER | |||||||||||||
| 112122 | 77113 | 2199 | 1512 | 0 | 0 | 0 | 0 | 15367 | 10569 | 129688 | 89194 | 0 | 0 |
| LAZARO GONZALEZ | |||||||||||||
| 120306 | 82742 | 4672 | 3213 | 0 | 0 | 0 | 0 | 15768 | 10844 | 140746 | 96799 | 0 | 0 |
| ANGELO DASCOLI | |||||||||||||
| 206710 | 0 | 7907 | 0 | 0 | 0 | 0 | 0 | 26636 | 0 | 241253 | 0 | 0 | 0 |
| BARBARA CARESS | |||||||||||||
| 112822 | 77595 | 4321 | 2972 | 0 | 0 | 0 | 0 | 15335 | 10547 | 132478 | 91114 | 0 | 0 |
| MARGARET NAPIER | |||||||||||||
| 75742 | 100239 | 2977 | 3939 | 0 | 0 | 0 | 0 | 10963 | 14508 | 89682 | 118686 | 0 | 0 |
| IMTIAZ ALUR MOHAMMAD | |||||||||||||
| 122154 | 54881 | 2244 | 1008 | 0 | 0 | 0 | 0 | 17679 | 7943 | 142077 | 63832 | 0 | 0 |
| PETER HAMARICH | |||||||||||||
| 96261 | 68176 | 3721 | 2635 | 0 | 0 | 0 | 0 | 14553 | 10307 | 114535 | 81118 | 0 | 0 |
| RANDI FARBER | |||||||||||||
| 120744 | 58585 | 2266 | 1099 | 0 | 0 | 0 | 0 | 16923 | 8211 | 139933 | 67895 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | IF A UNION TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ HAS THE POWER TO APPOINT A SUCCESSOR UNION TRUSTEE FOR THE FUND. IF AN EMPLOYER TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT THE REALTY ADVISORY BOARD HAS THE POWER TO APPOINT A SUCCESSOR EMPLOYER TRUSTEE FOR THE FUND. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND CONTROLLER. THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FUND IS SUBJECT TO THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROHIBITED TRANSACTIONS PROVISIONS, WHICH CONSTITUTES THE FUND'S CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA ALONG WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FUND RETAINED AN INDEPENDENT COMPENSATION CONSULTANT WHICH CONDUCTED SEARCHES ON A LOCAL AND NATIONAL LEVEL FOR SIMILAR JOBS AND DETERMINED REASONABLENESS OF THE FUND'S COMPENSATION BASED ON THE BENEFITS THE FUND PROVIDES AND OTHER INTERNAL FACTORS. THE CONSULTANT ALSO BUILT A SALARY STRUCTURE FOUNDATION FOR THE FUND AND THAT STRUCTURE IS REVIEWED ANNUALLY AND ADJUSTED WHEN APPROPRIATE. IN ADDITION, THE DIRECTOR OF HUMAN RESOURCES SUBSCRIBES TO AN ONLINE COMPENSATION SURVEY WHICH IS USED AS A TOOL IN REVIEWING THE FUND'S COMPENSATION FOR COMPARABILITY PURPOSES AGAINST THE CURRENT JOB MARKET. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 14,159,278. RENTAL LOSS NETTED ON FINANCIAL STATEMENTS -2,033,933. TOTAL TO FORM 990, PART XI, LINE 5: 12,125,345. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES IN THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT FROM THE PRIOR YEAR. | ||
| FORM 990, PAGE 1, B: AMENDED FORM 990 | THE 2011 FORM 990 IS BEING AMENDED TO CORRECT CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED IN THE AMOUNT OF $93,327,400. AS A RESULT OF THE AUDIT, THE FOLLOWING SCHEDULES HAVE BEEN AMENDED: 1) FORM 990 PAGE 10 PART IX: STATEMENT OF FUNCTIONAL EXPENSES, LINE 4 THE CORRECTED AMOUNT IS $773,130,781. 2) FORM 990 PAGE 11 PART X: BALANCE SHEETS LINE 25 AND LINE 33: THE CORRECTED AMOUNT FOR OTHER LIABILITIES IS $118,540,671 AND THE TOTAL NET ASSETS OR FUND BALANCES IS $640,244,718. 3) FORM 990 PAGE 12 PART XI: RECONCILIATION OF NET ASSETS: THE CORRECTED AMOUNT IS $640,244,718. 4) FORM 990 SCH D PAGE 4 PART X LINE 1: OTHER LIABILITIES: THE CORRECTED AMOUNT IS $118,540,671. 5) FORM 990 SCHEDULE D PAGE 4 PART XI LINE 10: RECONCILIATION OF CHANGE IN NET ASSETS FROM FORM 990 TO AUDITED FINANCIAL STATEMENTS: THE CORRECTED AMOUNT IS $104,625,797. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| BUILDING SERVICE 32BJ PENSION FUND | |||||||||
| 25 WEST 18TH STREET | NEW YORK | NY | 100114676 | 131879376 | PENSION BENEFITS | NY | 501 (A) | NOT APPLICABLE | 0 |
| THOMAS SHORTMAN TRAINING SCHOLARSHIP | |||||||||
| 25 WEST 18TH STREET | NEW YORK | NY | 100114676 | 237424757 | TRAINING FUND | NY | 501 (C)(3) | NOT APPLICABLE | 0 |
| BUILDING SERVICE 32BJ LEGAL SERVICES | |||||||||
| 25 WEST 18TH STREET | NEW YORK | NY | 100114676 | 136841620 | LEGAL SERVICES | NY | 501 (C) (9) | NOT APPLICABLE | 0 |
| BUILDING SERVICE 32BJ SRSP FUND | |||||||||
| 25 WEST 18TH STREET | NEW YORK | NY | 100114676 | 133507075 | 401(K) PROFIT SHARING | NY | 401 | NOT APPLICABLE | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |