STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BUILDING SERVICE THOMAS SHORTMAN TRAINING SCHOLARSHIP AND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BUILDING SERVICE THOMAS SHORTMAN TRAINING SCHOLARSHIP AND (EIN 23-7424757)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-04-13
IRS object ID
201211049349300906
Schema version
2010v3.4
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)
Timestamp2012-04-13T17:57:43-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1633 THIRD AVENUE 13TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237424757EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THOMAS SHORTMAN TRAINING SCHOLARSHIPBusinessNameLine1
Business Name Line2AND SAFETY FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlTHOMNameControl
Phone2125392778Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 WEST 18TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100114676ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHAEL FISHMAN HOWARD ROTHSCHILDName
TitleTRUSTEESTitle
Phone2125392778Phone
Date Signed2012-04-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES P WETZOLDName
Phone2123155000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonMICHAEL FISHMAN HOWARDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line125 WEST 18TH STREETAddressLine1
CityNYCity
StateNYState
ZIP Code100114676ZIPCode
FieldValueIRS element (for citing)
Gross Receipts16105819GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.32BJFUNDS.COMWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Type Of Org Other Description501(C)(3)TypeOfOrgOtherDescription
Year Formation1974YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTHE FUND PROVIDES TRAINING, SCHOLARSHIP AND SAFETY PROGRAMS TO ELIGIBLE PARTICIPANTS EMPLOYED IN THE BUILDING SERVICE INDUSTRY WHO ARE COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS OR PARTICIPATION AGREEMENTS. THE FUND IS AIMED AT UPGRADING AND IMPROVING INDUSTRY SKILLS, PROVIDING TRAINING AND CLASSES TO IMPROVE COMPUTER AND ACADEMIC SKILLS, PROVIDING SCHOLARSHIPS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS, AND PROVIDING SAFETY PROGRAMS ASSISTING PARTICIPANTS IN PREVENTING INJURY OR ILLNESS ON THE JOB.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees217TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year689558ContributionsGrantsPriorYear
Contributions Grants Current Year1637648ContributionsGrantsCurrentYear
Program Service Revenue Prior Year13340339ProgramServiceRevenuePriorYear
Program Service Revenue CY14282219ProgramServiceRevenueCY
Investment Income Prior Year5331InvestmentIncomePriorYear
Investment Income Current Year2207InvestmentIncomeCurrentYear
Other Revenue Prior Year237499OtherRevenuePriorYear
Other Revenue Current Year183745OtherRevenueCurrentYear
Total Revenue Prior Year14272727TotalRevenuePriorYear
Total Revenue Current Year16105819TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year1051668BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY1841975BenefitsPaidToMembersCY
Salaries Etc Prior Year3802976SalariesEtcPriorYear
Salaries Etc Current Year4486144SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year10362135OtherExpensePriorYear
Other Expenses Current Year7375328OtherExpensesCurrentYear
Total Expenses Prior Year15216779TotalExpensesPriorYear
Total Expenses Current Year13703447TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-944052RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2402372RevenuesLessExpensesCY
Total Assets BOY10574314TotalAssetsBOY
Total Assets EOY10926768TotalAssetsEOY
Total Liabilities BOY3554498TotalLiabilitiesBOY
Total Liabilities EOY1504580TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7019816NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY9422188NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE FUND PROVIDES TRAINING, SCHOLARSHIP AND SAFETY PROGRAMS TO ELIGIBLE PARTICIPANTS EMPLOYED IN THE BUILDING SERVICE INDUSTRY WHO ARE COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS OR PARTICIPATION AGREEMENTS. THE FUND IS AIMED AT UPGRADING AND IMPROVING INDUSTRY SKILLS, PROVIDING TRAINING AND CLASSES TO IMPROVE COMPUTER AND ACADEMIC SKILLS, PROVIDING SCHOLARSHIPS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS, AND PROVIDING SAFETY PROGRAMS ASSISTING PARTICIPANTS IN PREVENTING INJURY OR ILLNESS ON THE JOB.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense12163529Expense
Revenue14465964Revenue
DescriptionTRAINING AND EDUCATION PROGRAMS FOR APPROXIMATELY 81,300 MEMBERS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense487650Expense
DescriptionSCHOLARSHIPS PROGRAM WITH APPROXIMATELY 200 PAYMENTS FOR SCHOLARSHIP AWARDS.Description
FieldValueIRS element (for citing)
Total Program Service Expense12651179TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109630NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees217NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ALAN LANGER CONTROLLERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2123883489TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line125 WEST 18TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100114676ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
MICHAEL FISHMAN
TRUSTEE1.00X000
KEVIN DOYLE
TRUSTEE1.00X000
HECTOR FIGUEROA
TRUSTEE1.00X000
HOWARD ROTHSCHILD
TRUSTEE1.00X000
CHARLES DOREGO
TRUSTEE1.00X000
JOHN SANTORA
TRUSTEE1.00X000
FRED WARD
TRUSTEE1.00X000
JOHN PAGNOTTA
TRUSTEE1.00X000
SUSAN COWELL
EXECUTIVE DIRECTOR3.001328220194021178X
PETER GOLDBERGER
DEPUTY EXECUTIVE DIRECTOR3.001165417395520255X
LAZARO GONZALEZ
DIRECTOR OF FINANCE & ADMINISTRATION1.001287319599820962X
LINDA NELSON
DIRECTOR OF TRAINING FUND35.00172674019585X
BARBARA CARESS
DIRECTOR STRATEGIC POLICY & PLANNING3.001198718436120332X
MARGARET NAPIER
DIRECTOR OF COMPLIANCE0.30192018039319920X
IMTIAZ ALUR MOHAMMAD
DIRECTOR OF IT1.00512315963118307X
PETER HAMARICH
DIRECTOR OF HUMAN RESOURCES4.001229715192718723X
RANDI FARBER
DIRECTOR OF OPERATIONS0.20104017350119357X
FieldValueIRS element (for citing)
Total Reportable Comp From Org242850TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1421706TotalReportableCompFrmRltdOrgs
Total Other Compensation178619TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
NEW JERSEY COMMUNITY COLLEGE
330 WEST STATE STREETNEW JERSEYNJ08618OFFSITE CLASSROOMS388750
GERNER KRONICK & VALCARCEL ARCHITECT
443 PARK AVENUE SOUTH 2ND FLOORNYNY10016ARCHITECT303975
HOSTOS COMMUNITY COLLEGE
500 GRAND CONCOURSEBRONXNY10451OFFSITE CLASSROOMS241920
PROSKAUER ROSE LLP
ELEVEN TIMES SQUARENYNY100368299LEGAL SERVICES133460
H & H GRAPHIC PRINTERS COMMUNICATIONS
249 THOMAS MCGOVERN DRIVEJERSEY CITYNJ07305PRINTERS124171
FieldValueIRS element (for citing)
Number Of Contractors GT100 K7NumberOfContractorsGT100K
Government Grants1492467GovernmentGrants
All Other Contributions145181AllOtherContributions
Total Contributions1637648TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionEMPLOYERS CONTRIBUTIONDescription
Business Code900099BusinessCode
Total Revenue Column14282219TotalRevenueColumn
Related Or Exempt Function Income14282219RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue14282219TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2207TotalRevenueColumn
Exclusion$2,207ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
OTHER INCOME9000997948279482
LIQUIDATED DAMAGES - E9000995716257162
INTEREST INCOME - EMPL9000994710147101
FieldValueIRS element (for citing)
Total Other Revenue183745TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column16105819TotalRevenueColumn
Related Or Exempt Function Income14465964RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,207ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total1841975Total
Program Services1841975ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3540215Total
Program Services3067389ProgramServices
Management And General472826ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total147277Total
Program Services146981ProgramServices
Management And General296ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total470022Total
Program Services333957ProgramServices
Management And General136065ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total328630Total
Program Services290335ProgramServices
Management And General38295ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total65745Total
Management And General65745ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total36886Total
Management And General36886ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total99893Total
Management And General99893ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total25337Total
Program Services18993ProgramServices
Management And General6344ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total4242473Total
Program Services4242473ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total83601Total
Program Services43311ProgramServices
Management And General40290ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total307159Total
Program Services307159ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total10084Total
Program Services7651ProgramServices
Management And General2433ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
OFFSITE CLASSROOM AND I15307411530741
PRINTING, STATIONERY AN266907266556351
CONSULTING FEES22209417175650338
BOOKS170920170920
PUBLICATIONS844814756836913

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total229007Total
Program Services163414ProgramServices
Management And General65593ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total13703447Total
Program Services12651179ProgramServices
Management And General1052268ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY146533BOY
EOY4092270EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY7675064BOY
EOY0EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY931450BOY
EOY1421450EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY465548BOY
EOY595412EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis6716000LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2580617LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY805244BOY
EOY4135383EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY550475BOY
EOY682253EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10574314BOY
EOY10926768EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY324915BOY
EOY412936EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY3229583BOY
EOY1091644EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3554498BOY
EOY1504580EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY7019816BOY
EOY9422188EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7019816BOY
EOY9422188EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10574314BOY
EOY10926768EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2402372ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis4947424OtherCostOrOtherBasis
Depreciation2064445Depreciation
Book Value2882979BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1768576OtherCostOrOtherBasis
Depreciation516172Depreciation
Book Value1252404BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings4135383TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
OTHER RECEIVABLES624926
DUE FROM AFFILIATES50580
SECURITY DEPOSITS6747
FieldValueIRS element (for citing)
Total Book Value Other Assets682253TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUE TO AFFILIATES$781,173
TRAINING & EDUCATION PROGRAM PAYABLE$310,471
FieldValueIRS element (for citing)
Total Of Amounts1091644TotalOfAmounts
Total Revenue16105819TotalRevenue
Total Expenses13703447TotalExpenses
Excess Or Deficit For Year2402372ExcessOrDeficitForYear
Total Adjustments0TotalAdjustments
Excess Or Deficit Per FS2402372ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt16105819TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal16105819RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99016105819TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt13773200TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal13773200ExpensesSubtotal
Other Expenses Not Included-69753OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt-69753ExpensesNotRptdOnFinStmt
Total Expenses Per Form99013703447TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE PLAN EVALUATES EACH TAX POSITION INDIVIDUALLY USING THE RECOGNITION AND MEASUREMENT CRITERIA ESTABLISHED IN FASB ASC TOPIC 740, "INCOME TAXES." THAT IS, FIRST, THE PLAN RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION IF IT DETERMINES THAT IT IS MORE LIKELY THAN NOT (I.E., A LIKELIHOOD OF MORE THAN 50 PERCENT), BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED ON EXAMINATION. THEN, THE PLAN MEASURES THE AMOUNT OF BENEFIT DERIVED FROM SUCH TAX POSITION AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT. THE DIFFERENCE BETWEEN A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND THE TAX BENEFIT RECOGNIZED AND MEASURED ACCORDING TO THE AFOREMENTIONED CRITERIA IS AN UNRECOGNIZED TAX BENEFIT FOR WHICH A LIABILITY IS CREATED (AND AN EXPENSE IS RECORDED). THE PLAN CLASSIFIES INTEREST AND PENALTIES ASSOCIATED WITH THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS AS INCOME TAX EXPENSE. THE PLAN IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED BEFORE JULY 1, 2007.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFITS PAYABLE -69,753.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received0GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONIdentifier
Return ReferenceSCHEDULE E, PART I, LINE 3ReturnReference
ExplanationALL MEMBERS OF THE UNION HAVE BEEN INFORMED OF ELIGIBILITY ON A NON-DISCRIMINATORY BASIS BY UNION PUBLICATIONS, MEETINGS AND NOTICES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
SUSAN COWELL
12795194538487740200001588241581487022609800
PETER GOLDBERGER
11431170621223333400001559232641321319721900
LAZARO GONZALEZ
12399188780474721800001574239571444721995500
LINDA NELSON
1663750629900000241530196827000
BARBARA CARESS
11553177680434668100001521233801350820774100
MARGARET NAPIER
1849173808716676000025824240217820472400
IMTIAZ ALUR MOHAMMAD
5030166072933080000070323229582619238100
PETER HAMARICH
11847151523450575100001733221681403017944200
RANDI FARBER
1021171432193154000014223904118219849000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 7AIF 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 11THE 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.
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 12C
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 B, LINE 15
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 VI, SECTION C, LINE 19

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrg
BUILDING SERVICE 32BJ PENSION FUND
25 WEST 18TH STREETNEW YORKNY100114676131879376PENSION BENEFITSNY501 (A)0
BUILDING SERVICE 32BJ LEGAL SERVICES
25 WEST 18TH STREETNEW YORKNY100114676136841620LEGAL SERVICESNY501 (C)(9)0
BUILDING SERVICE 32BJ HEALTH FUND
25 WEST 18TH STREETNEW YORKNY100114676132928869HEALTH BENEFITSNY501 (C)(9)0
BUILDING SERVICE 32BJ SRSP FUND
25 WEST 18TH STREETNEW YORKNY100114676133507075401(K) PROFIT SHARINGNY4010
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
BUILDING SERVICE 32BJ HEALTH FUND
N634002ALLOCATED EXP BASED ON ALLOC. STU
BUILDING SERVICE 32BJ HEALTH FUND
O222455ALLOCATED EXP BASED ON ALLOC. STU
BUILDING SERVICE 32BJ HEALTH FUND
M4084632ALLOCATED EXP BASED ON ALLOC. STU