BOARD OF TRUSTEES EQUITY LEAGUE HEALTH TRUST FUND: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BOARD OF TRUSTEES EQUITY LEAGUE HEALTH TRUST FUND (EIN 13-6092981)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-02-11
- IRS object ID
- 201110429349300521
- Schema version
- 2009v1.7
- 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 | 2011-02-11T08:12:41-08:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schultheis & Panettieri LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Marcus Boulevard | AddressLine1 |
| City | Hauppauge | City |
| State | NY | State |
| ZIP Code | 117883740 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136092981 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EQUITY-LEAGUE HEALTH TRUST FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EQUI | NameControl |
| Phone | 2128699380 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 WEST 46TH STREET 14TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MADELEINE FALLON | Name |
| Title | UNION Trustee | Title |
| Date Signed | 2011-02-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCHULTHEIS PANETTIERI LLP | Name |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 87881190 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Activity Or Mission Description | TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 40 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 64274079 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 62148075 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3370727 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3394390 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67644806 | TotalRevenuePriorYear |
| Total Revenue Current Year | 65542465 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 54562010 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 55133985 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3288974 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3402612 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | -37264 | OtherExpensePriorYear |
| Other Expenses Current Year | 34002 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 57813720 | TotalExpensesPriorYear |
| Total Expenses Current Year | 58570599 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9831086 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6971866 | RevenuesLessExpensesCY |
| Total Assets BOY | 79865572 | TotalAssetsBOY |
| Total Assets EOY | 90338691 | TotalAssetsEOY |
| Total Liabilities BOY | 11217727 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11200702 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 68647845 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 79137989 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 40 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | true | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EQUITY-LEAGUE HEALTH TRUST FD | NamePerson |
| Telephone Number | 2128699380 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 WEST 46TH 14TH FLOOR | AddressLine1 |
| City | NY | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| VINCENT CINELLI | |||||||
| dir of oper | 26.00 | X | 122719 | 0 | 36208 | ||
| THOMAS JOYCE | |||||||
| DEPUTY UN TRUST | 1.00 | 0 | 0 | 0 | X | ||
| PHILIP J SMITH | |||||||
| EMPLYR Trustee | 1.00 | 0 | 0 | 0 | X | ||
| PAUL LIBIN | |||||||
| EMPLYR Trustee | 1.00 | 0 | 0 | 0 | X | ||
| NINA LANNAN | |||||||
| EMPLYR TRUSTEE | 1.00 | 0 | 0 | 0 | X | ||
| NICK WYMAN | |||||||
| UN Trustee | 1.00 | 0 | 0 | 0 | X | ||
| MADELEINE FALLON | |||||||
| UN Trustee | 1.00 | 0 | 0 | 0 | X | ||
| KEVIN MCCOLLUM | |||||||
| DEPUTY EMP TRUS | 1.00 | 0 | 0 | 0 | X | ||
| KATHRYN V LAMKEY | |||||||
| DEPUTY UN TRUST | 1.00 | 0 | 0 | 0 | X | ||
| JOSEPH ROGERS | |||||||
| IT DIRECTOR | 40.00 | 140244 | 0 | 53412 | X | ||
| JEANNA BELKIN | |||||||
| UN Trustee | 1.00 | 0 | 0 | 0 | X | ||
| IRA MONT | |||||||
| DEPUTY UN TRUST | 1.00 | 0 | 0 | 0 | X | ||
| HILDA ORAMA | |||||||
| CONTROLLER | 40.00 | 103711 | 0 | 32718 | X | ||
| HERSCHEL WAXMAN | |||||||
| DEPUTY EMP TRUS | 1.00 | 0 | 0 | 0 | X | ||
| HARRY H WEINTRAUB ESQ | |||||||
| EMPLYR Trustee | 1.00 | 0 | 0 | 0 | X | ||
| GEORGE S FORBES | |||||||
| DEPUTY EMP TRUS | 1.00 | 0 | 0 | 0 | X | ||
| DOUG CARFRAE | |||||||
| UN Trustee | 1.00 | 0 | 0 | 0 | X | ||
| DAVID RICHARDS | |||||||
| DEPUTY EMP TRUS | 1.00 | 0 | 0 | 0 | X | ||
| COLIN GIBSON | |||||||
| DEPUTY EMP TRUS | 1.00 | 0 | 0 | 0 | X | ||
| CHRISTOPHER BROCKMEYER | |||||||
| EMPlyr trustee | 1.00 | 0 | 0 | 0 | X | ||
| CAROL WAASER | |||||||
| UN Trustee | 1.00 | 0 | 0 | 0 | X | ||
| BRIAN MYERS COOPER | |||||||
| DEPUTY UN TRUST | 1.00 | 0 | 0 | 0 | X | ||
| BARRY GROVE | |||||||
| EMPLYR Trustee | 1.00 | 0 | 0 | 0 | X | ||
| ART DRECHSLER | |||||||
| Executive Direc | 24.00 | X | 217461 | 0 | 68061 | ||
| ALAN HALL | |||||||
| DEPUTY UN TRUST | 1.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 584135 | TotalReportableCompFromOrg |
| Total Other Compensation | 190399 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE SEGAL CO | |||||
| 333 west 34th street | NEW YORK | NY | 100012402 | ACTUARY/CONSULTANT | 214276 |
| STANDARD DATA | |||||
| 26 JOURNAL SQUARE | JERSEY CITY | NJ | 07306 | COMPUTING | 142404 |
| PROSKAUER ROSE LLP | |||||
| 1585 BROADWAY | NEW YORK | NY | 10036 | ATTORNEY | 137872 |
| MD SASS | |||||
| 1185 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | INVESTMENT MANAGER | 127677 |
| CIGNA HEALTHCARE | |||||
| 900 COTTAGE GROVE ROAD | BLOOMFIELD | CT | 06002 | CLAIMS PROCESSOR | 2456231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| tax relief contributions | 900099 | 3325000 | 3325000 |
| PARTICIPANT CONTRIBUTIONS | 900099 | 15207345 | 15207345 |
| EMPLOYER CONTRIBUTIONS | 900099 | 43615730 | 43615730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 62148075 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2937151 | TotalRevenueColumn |
| Exclusion | $2,937,151 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22795964 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22338725 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 457239 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 457239 | TotalRevenueColumn |
| Exclusion | $457,239 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65542465 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62148075 | RelatedOrExemptFunctionIncome |
| Exclusion | $3,394,390 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55133985 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785543 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1639172 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383715 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482038 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112144 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239552 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73700 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162677 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235275 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45062 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180224 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145016 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9329 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31223 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45091 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| TAX RELIEF ADMIN | 35855 |
| REIMB EXPENSES | -1540810 |
| PRINTING & POSTAGE | 166413 |
| OUTSIDE SERVICES | 25403 |
| LOCKBOX & CREDIT CARD FEES | 179992 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58570599 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260371 | BOY |
| EOY | 180041 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9315323 | BOY |
| EOY | 8925861 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4447021 | BOY |
| EOY | 6972056 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196070 | BOY |
| EOY | 180309 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 594854 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 496444 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119449 | BOY |
| EOY | 98410 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48757126 | BOY |
| EOY | 51741203 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16770212 | BOY |
| EOY | 22240811 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79865572 | BOY |
| EOY | 90338691 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 912983 | BOY |
| EOY | 524560 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2151837 | BOY |
| EOY | 1573023 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8152907 | BOY |
| EOY | 9103119 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11217727 | BOY |
| EOY | 11200702 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68647845 | BOY |
| EOY | 79137989 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68647845 | BOY |
| EOY | 79137989 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79865572 | BOY |
| EOY | 90338691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 276357 | OtherCostOrOtherBasis |
| Depreciation | 213103 | Depreciation |
| Book Value | 63254 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 89446 | OtherCostOrOtherBasis |
| Depreciation | 60515 | Depreciation |
| Book Value | 28931 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 229051 | OtherCostOrOtherBasis |
| Depreciation | 222826 | Depreciation |
| Book Value | 6225 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 98410 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 22240811 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NET TRADES PENDING SETTLEMENT | $615,019 |
| BENE OBLIG CURRENTLY PAYABLE | $8,488,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9103119 | TotalOfAmounts |
| Total Revenue | 65542465 | TotalRevenue |
| Total Expenses | 58570599 | TotalExpenses |
| Excess Or Deficit For Year | 6971866 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3518278 | NetUnrealizedGLOnInvestments |
| Other | $335,193 | OtherAmount |
| Total Adjustments | 3853471 | TotalAdjustments |
| Excess Or Deficit Per FS | 10825337 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 68898066 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3518278 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3518278 | RevenueNotRptdF990 |
| Revenue Subtotal | 65379788 | RevenueSubtotal |
| Investment Expenses Not Included | 162677 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 162677 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 65542465 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 58072729 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 58072729 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 162677 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 335193 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 497870 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 58570599 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | change in pbo currently payable $335193 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | CHANGE IN PBO CURRENTLY PAYABLE $335193 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|
| VINCENT CINELLI | |||
| 122719 | 29453 | 6755 | 158927 |
| JOSEPH ROGERS | |||
| 140244 | 33659 | 19753 | 193656 |
| ART DRECHSLER | |||
| 217461 | 52191 | 15870 | 285522 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ANNUALLY, THE FUND DISTRIBUTES ITS CONFLICT OF INTEREST POLICY AND A CONFLICT OF INTEREST STATEMENT TO ALL OF ITS TRUSTEES TO BE SIGNED AND RETURNED TO THE BOARD. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | THE FORM 990 WAS PREPARED IN COORDINATION WITH THE executive director. ONCE COMPLETE THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| EQUITY LEAGUE PENSION TRUST FUND | |||||||||
| 165 WEST 46TH STREET - 14TH FLOOR | NEW YORK | NY | 10036 | 136696817 | TO PROVIDE EMPLOYEE BENEFITS | NY | 501(A) | N/A | NA |
| EQUITY LEAGUE 401K FUND | |||||||||
| 165 WEST 46TH STREET - 14TH FLOOR | NEW YORK | NY | 10036 | 134155733 | TO PROVIDE EMPLOYEE BENEFITS | NY | 501(A) | N/A | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| EQUITY LEAGUE PENSION TRUST FUND | |
| p | 1948427 |
| EQUITY LEAGUE 401K FUND | |
| p | 380840 |