USWU LOCAL 74 SUPPLEMENTAL BENEFITS FUND: Form 990, tax year 2023
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- Organization
- USWU LOCAL 74 SUPPLEMENTAL BENEFITS FUND (EIN 13-1912506)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349308985
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:27:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132858927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZSIMMONS ABRAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TPKE | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131912506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USWU LOCAL 74 WELFARE FUND | BusinessNameLine1Txt |
| Business Name Line2 | LOCAL 74 WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | USWU | BusinessNameControlTxt |
| Phone | 7187297400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36-36 33RD STREET SUITE 202 | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAL ALLADEEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7187297400 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID FITZSIMMONS | PreparerPersonNm |
| PTIN | P01242338 | PTIN |
| Phone | 5166820100 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAL ALLADEEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36-36 33RD STREET SUITE 202 | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,482,767 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,215,614 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,128,430 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,304,984 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,768,863 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,548 | PYOtherRevenueAmt |
| CY Other Revenue | $559,835 | CYOtherRevenueAmt |
| PY Total Revenue | $39,523,146 | PYTotalRevenueAmt |
| CY Total Revenue | $38,457,128 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $35,261,771 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $31,923,133 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $817,249 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $940,682 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,225,769 | PYOtherExpensesAmt |
| CY Other Expenses | $2,116,742 | CYOtherExpensesAmt |
| PY Total Expenses | $37,304,789 | PYTotalExpensesAmt |
| CY Total Expenses | $35,015,557 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,218,357 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,441,571 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,790,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,996,991 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,614,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,195,002 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,176,198 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $102,801,989 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE FUND PROVIDES HEALTH BENEFITS (HOSPITALIZATION, SURGICAL AND MAJOR MEDICAL, DENTAL, OPTICAL, DISABILITY, PRESCRIPTION DRUG, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE) TO PARTICIPANTS HAVING ACHIEVED THE REQUIRED MINIMUM HOURS OF SERICE IN COVERED EMPLOYMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDE TRAINING COURSES AND SCHOLARSHIP BENEFITS TO ELIGIBLE MEMBERS OF CONTRIBUTING EMPLOYERS OR THEIR DEPENDENTS (FOR SCHOLARSHIP PURPOSES). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE MEMBERS OF CONTRIBUTING EMPLOYERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USWU LOCAL 74 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7187297400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36-36 33RD STREET ROOM 202 | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SAL ALLADEEN | ||||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY MILLER | ||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ED CLEVENGER | ||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN ROSARIO | ||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACHARY HARKIN | ||||||||
| FUND ADMINISTRATOR | 25.00 | 20.00 | $207,741 | $108,255 | $40,021 | Yes (X) | ||
| MARYANN FALCE | ||||||||
| BENEFITS COORDINATOR | 40.00 | 0.00 | $109,738 | $0 | $35,978 | Yes (X) | ||
| GARY HAHN | ||||||||
| ACCOUNTANT | 10.00 | 30.00 | $42,643 | $97,665 | $19,154 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $360,122 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $205,920 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,153 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORVILLO ABRAMOWITZ GRAND IASON & ANELLO | |||||
| 565 FIFTH AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | LEGAL SERVICES | $560,774 |
| LITTLER MENDELSON PC | |||||
| 2301 MCGEE STREET 8TH FL | KANSAS CITY | MO | 64108 | LEGAL SERVICES | $190,000 |
| FUIMAN MOGILA | |||||
| 5 PENNSYLVANIA PLAZA 23RD FLOOR | NEW YORK | NY | 10001 | LEGAL SERVICES | $150,000 |
| FITZSIMMONS ABRAMS | |||||
| 7600 JERICHO TPKE | NEW YORK | NY | 11797 | ACCOUNTING | $128,447 |
| O'DWYER & BERNSTEIN LLP | |||||
| 52 DUANE STREET | NEW YORK | NY | 10007 | LEGAL SERVICES | $116,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $36,100,486 | $36,100,486 |
| COBRA CONTRIBUTIONS | 900099 | $27,944 | $27,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,128,430 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,774,082 | TotalRevenueColumnAmt |
| Exclusion | $1,774,082 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,020,420 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,025,639 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,219 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$5,219 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOP LOSS REFUNDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $559,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $559,835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $559,835 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,457,128 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,683,046 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,774,082 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,923,133 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,329 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,778 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,628 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,206 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,741 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,070 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,243 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,192 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,051 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,394 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,269 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,568 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,031 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,652 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DATA PROCESSING | $171,405 |
| EXCISE TAXES AND FEES | $9,867 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,015,557 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,521,707 | BOYAmt |
| EOY | $1,875,983 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,182,590 | BOYAmt |
| EOY | $3,404,896 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,015 | BOYAmt |
| EOY | $100,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $623,630 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $618,553 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,108 | BOYAmt |
| EOY | $5,077 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,853,002 | BOYAmt |
| EOY | $100,570,945 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,474 | BOYAmt |
| EOY | $40,081 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,790,896 | BOYAmt |
| EOY | $105,996,991 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,833 | BOYAmt |
| EOY | $155,542 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,429,865 | BOYAmt |
| EOY | $3,039,460 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,614,698 | BOYAmt |
| EOY | $3,195,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,176,198 | BOYAmt |
| EOY | $102,801,989 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,176,198 | BOYAmt |
| EOY | $102,801,989 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,790,896 | BOYAmt |
| EOY | $105,996,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,441,571 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,786,220 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$602,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $623,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $618,553 | DepreciationAmt |
| Book Value | $5,077 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,077 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $25,619,735 | F |
| PROPERTY FUND LIMITED PARTNERSHIPS | $5,448,135 | F |
| COMMON COLLECTIVE TRUSTS | $60,060,487 | F |
| ALTERNATIVE INVST- LIFE SETTLEMENTS | $4,536,126 | F |
| REAL ESTATE PARTNERSHIP | $4,906,462 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $100,570,945 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ENTITIES | $189,879 |
| BENEFIT OBLIGATIONS | $2,809,500 |
| PRESENT VALUE OF LEASE OBLIGATIONS SHORT TERM | $40,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,039,460 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,143,219 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,786,220 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,786,220 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,356,999 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $379,192 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $720,938 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,100,130 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,457,129 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,915,426 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,915,426 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $379,192 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $720,938 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,100,130 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,015,556 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND IS AN EXEMPT ORGANIZATION UNDER SECTION 501 (C) (9) OF THE INTERNAL REVENUE CODE AND IS THEREFORE NOT SUBJECT TO FEDERAL INCOME TAXES. THE FUND IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE BOARD IS NOT AWARE OF ANY COURSE OF ACTION OR SERIES OF EVENTS THAT HAVE OCCURRED THAT MIGHT ADVERSELY AFFECT THE FUND'S QUALIFIED STATUS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AT DECEMBER 31, 2023, 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EMPLOYEE WELFARE CONTRIBUTIONS RECLASSIFICATION 161,103. STOP LOSS REFUNDS 559,835. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EMPLOYEE WELFARE CONTRIBUTIONS RECLASSIFICATION 161,103. STOP LOSS REFUNDS 559,835. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 14 | RecipientCnt |
| Cash Grant | $35,000 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ZACHARY HARKIN | ||||||||||||||
| FUND ADMINISTRATOR | $207,741 | $108,255 | $0 | $0 | $0 | $0 | $8,411 | $2,966 | $21,177 | $7,467 | $237,329 | $118,688 | $0 | $0 |
| GARY HAHN | ||||||||||||||
| ACCOUNTANT | $42,643 | $97,665 | $0 | $0 | $0 | $0 | $2,393 | $5,481 | $3,428 | $7,852 | $48,464 | $110,998 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S POLICY REQUIRES THE SIGNATORY BOARD MEMBER TO REVIEW THE IRS FORM 990 THAT IS PREPARED ON THE ORGANIZATION'S BEHALF BEFORE IT IS FILLED WITH THE IRS. THIS MEANS OF DELIVERY SHALL BE HARD COPY. |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCUSSED IN QUARTERLY BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE COMPENSATION OF THE ORGANIZATION'S PLAN ADMINISTRATOR IS DETERMINED BY THE PLAN'S BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | IT IS THE ORGANIZATION'S POLICY TO FULLY COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS WITH RESPECT TO THE IRS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. OUR ORGANIZAITON WILL FULFILL ALL REQUESTS FOR THE FORMS MADE IN WRITING OR IN PERSON, OR SOME COMBINATION OF THOSE AVENUES IN ORDER TO COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFIT OBLIGATION -602,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| USWU LOCAL 74 | |||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 205808568 | LABOR ORGANIZATION | NY | 501(C)(5) | N/A | 0 |
| JOINT COUNCIL 1217 USWU | |||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 262718175 | LABOR ORGANIZATION | NY | 501(C)(5) | N/A | 0 |
| LOCAL USWU 74 PENSION FUND | |||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 271247066 | RETIREMENT FUND | NY | 401(A) | N/A | 0 |
| CEMETERY WORKERS SUPPLEMENTAL PENSION | |||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 112416101 | RETIREMENT FUND | NY | 401(A) | N/A | 0 |
| METAL SPINNERS RETIREMENT PLAN | |||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 136608708 | RETIREMENT FUND | NY | 401(A) | N/A | 0 |
| LOCAL 74 USWU 401(K) PLAN | |||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 272570808 | RETIREMENT FUND | NY | 401(K) | N/A | 0 |
| LOCAL 1031 USWU IUJAT | |||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 208628882 | LABOR ORGANIZATION | NY | 501(C)(5) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |