2024-11-06T13:59:19-06:00 2023-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 131595091 NEW YORK HOTEL TRADES COUNCIL & HOTEL ASSOCIATION OF NEW YORK HEALTH CENTER IN NEWY 2125866400 305 WEST 44TH STREET NEW YORK NY 10036 DR DAVID JACOBSON CHIEF EXECUTIVE OFFICER 2125866400 2024-11-06 1 1 PATRICK M TROMBETTA CPA P00450410 9082727000 2023 2024-10-15 13:58:12Z DR DAVID JACOBSON 305 WEST 44TH STREET NEW YORK NY 10036 232853037 0 X HOTELFUNDS.ORG X 1949 NY TO PROVIDE MEDICAL AND SURGICAL CARE TO ACTIVE AND RETIRED MEMBERS OF THE HOTEL INDUSTRY IN NEW YORK CITY AND TO EDUCATE IN HEALTH MAINTENANCE AND DISEASE PREVENTION AND TO SUPPORT MEDICAL RESEARCH AND TEACHING MEDICAL SCHOOLS. 15 9 903 0 0 0 0 0 170134184 219320169 29902 87466 19440604 13445402 189604690 232853037 0 0 0 0 67446587 90463501 0 0 0 115270454 141702053 182717041 232165554 6887649 687483 184580939 182029555 94943519 91704652 89637420 90324903 X TO ESTABLISH AND OPERATE HEALTH CENTERS TO FURNISH MEDICAL CARE AND OTHER HEALTH SERVICES TO PARTICIPANTS WHO ARE ELIGIBLE UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE NEW YORK HOTEL TRADES COUNCIL, THE HOTEL ASSOCIATION OF NEW YORK CITY, INC AND HOTELS IN THE CITY OF NEW YORK AND EMPLOYEES AND THEIR DEPENDENTS. 0 0 PROVISION OF MEDICAL, SURGICAL, PHARMACEUTICAL, DENTAL AND AMBULATORY CARE TO ELIGIBLE PARTICIPANTS IN THE HOTEL INDUSTRY IN NEW YORK CITY. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 380 0 1 903 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X FUNDS OFFICE 2125866400 305 WEST 44TH STREET NEW YORK NY 10036 DR DAVID JACOBSON CHIEF EXECUTIVE OFFICER 22.00 18.00 X 1694700 0 690934 JOHN HEIM CHIEF FINANCIAL OFFICER 22.00 18.00 X 490823 0 221420 LANA T VARDANIAN CHIEF MEDICAL OFFICER 29.00 11.00 X 489201 0 220788 ANDREW WINDSOR CHIEF ADMINISTRATIVE OFFIC 5.00 35.00 X 308660 0 150377 ROBERT LAFFERTY CHIEF OPERATING OFFICER 5.00 35.00 X 429749 0 190103 ASHOK D'SOUZA MEDICAL DIRECTOR 35.00 5.00 X 433247 0 186260 KRYSTAL RENEE JENKINS MEDICAL DIRECTOR 35.00 5.00 X 275768 0 130050 KARL LATORTUE MEDICAL DIRECTOR 35.00 5.00 X 280146 0 139257 LUISA NOGUERA COUGHLAN MEDICAL DIRECTOR 35.00 5.00 X 273424 0 118399 JOHN V MATERA DIRECTOR OF PHARMACY OPERA 5.00 35.00 X 205207 0 102540 GERARDO POSADA PSYCHIATRIST 40.00 0.00 X 494150 0 222719 MICHAEL L GROSS DIR - ORTHOPEDIC SERVICES 40.00 0.00 X 337843 0 161758 YEVGENIY KANTOR ENDOCRINOLOGIST 40.00 0.00 X 328032 0 150432 JAMES J BURTON CHIEF INFO OFFICER 40.00 0.00 X 312230 0 138462 LUIS A GONZALES PSYCHIATRIST 40.00 0.00 X 295670 0 145311 RICHARD MAROKO CO-CHAIRMAN 0.10 0.60 X 0 297571 178957 VIJAY DANDAPANI CO-CHAIRMAN 0.10 0.60 X 0 0 0 KUBA BROWN UNION TRUSTEE 0.10 0.60 X 0 21810 11614 VANESSA MEADE UNION TRUSTEE 0.10 0.60 X 0 77952 41510 AMY BOKERMAN UNION TRUSTEE 0.10 0.60 X 0 213228 113544 JOE MESSINEO UNION TRUSTEE 0.10 0.60 X 0 126060 67127 ALYSSA TRAMPOSCH UNION TRUSTEE 0.10 0.60 X 0 72028 38355 GEORGE GREENE EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 WEI HUANG EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 GUS CECCHINI EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 CLARA PELLERANO EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 STEVE BATTA EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 MICHAEL D'ANGELO EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 FRED GRAPSTEIN EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 JOSEPH DELLI SANTI EMPLOYER TRUSTEE 0.10 0.60 X 0 0 0 6648850 808649 3419917 200 0 1 0 CARDINAL HEALTH 110 INC MCGAW DR EDISON NJ 08837 HEALTHCARE SOLUTIONS 62180078 HENRY SCHEIN PRACTICE SOLUTIONS 135 DURYEA ROAD MELVILLE NY 11747 DENTAL SOLUTIONS AND SUPPLIES 2508945 MURRAY HILL ENDODONTICS PLLC 132 E 35TH STREET NEW YORK NY 10016 DENTAL SERVICES 2169775 CERNER CORPORATION 2800 ROCKCREEK PARKWAY NORTH KANSAS CITY MO 64117 HEALTCARE SOLUTIONS 2023457 PAYER MATRIX LLC 1400 N PROVIDENCE RD STE 5000 MEDIA PA 19063 SPECIALTY PHARMACY SERVICES 1994738 59 HEALTH SERVICE FEES 525100 215262194 215262194 RENTAL INCOME 531390 4057975 4057975 219320169 87466 87466 REBATES 900099 7791259 7791259 PHARMACY SALES 900099 5242718 5242718 MISCELLANEOUS INCOME 900099 411425 411425 13445402 232853037 228707596 0 4145441 6648850 58227608 4467028 16008520 5111495 466963 45000 305583 85532 1190518 4024336 7080092 6764341 2288569 PHARMACEUTICAL COSTS 61617097 OUTSIDE SERVICES 37828304 CONSULTATIONS & SURGERY 4867181 SUPPLIES 4819802 10318735 232165554 726796 717720 2800474 1646371 262267013 82601549 181053669 179665464 184580939 182029555 218403 158281 94725116 91546371 94943519 91704652 X 89637420 90324903 89637420 90324903 184580939 182029555 687483 0 X X 0 1 X 1 0 24242421 24242421 215879930 64869585 151010345 5752971 5616393 136578 16391691 12115571 4276120 179665464 X 232853037 0 232853037 0 232853037 232165554 0 232165554 0 232165554 PART X, LINE 2: THE HEALTH CENTER RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") DATED MARCH 14, 2011, STATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE ACCOUNTING STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE HEALTH CENTER MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE HEALTH CENTER AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS THAT MIGHT BE RECOGNIZED IN THE FINANCIAL STATEMENTS FROM A TAX POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEAR 2023 AND 2022. THE HEALTH CENTER FILES ITS INTERNAL REVENUE SERVICE (IRS) FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION AND IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE IRS FOR FISCAL YEARS BEFORE 2020, GENERALLY FOR 3 YEARS AFTER THEY ARE FILED. HOWEVER, THE HEALTH CENTER IS NOT CURRENTLY UNDER AUDIT NOR HAS THE HEALTH CENTER BEEN CONTACTED BY ANY OF THE TAXING AUTHORITIES. X 0 0 0 DR DAVID JACOBSON CHIEF EXECUTIVE OFFICER 1694700 0 0 0 0 0 207944 0 482990 0 2385634 0 0 0 JOHN HEIM CHIEF FINANCIAL OFFICER 490823 0 0 0 0 0 81536 0 139884 0 712243 0 0 0 LANA T VARDANIAN CHIEF MEDICAL OFFICER 489201 0 0 0 0 0 81366 0 139422 0 709989 0 0 0 ANDREW WINDSOR CHIEF ADMINISTRATIVE OFFIC 308660 0 0 0 0 0 62409 0 87968 0 459037 0 0 0 ROBERT LAFFERTY CHIEF OPERATING OFFICER 429749 0 0 0 0 0 67624 0 122479 0 619852 0 0 0 ASHOK D'SOUZA MEDICAL DIRECTOR 433247 0 0 0 0 0 62785 0 123475 0 619507 0 0 0 KRYSTAL RENEE JENKINS MEDICAL DIRECTOR 275768 0 0 0 0 0 51456 0 78594 0 405818 0 0 0 KARL LATORTUE MEDICAL DIRECTOR 280146 0 0 0 0 0 59415 0 79842 0 419403 0 0 0 LUISA NOGUERA COUGHLAN MEDICAL DIRECTOR 273424 0 0 0 0 0 40473 0 77926 0 391823 0 0 0 JOHN V MATERA DIRECTOR OF PHARMACY OPERA 205207 0 0 0 0 0 44056 0 58484 0 307747 0 0 0 GERARDO POSADA PSYCHIATRIST 494150 0 0 0 0 0 81886 0 140833 0 716869 0 0 0 MICHAEL L GROSS DIR - ORTHOPEDIC SERVICES 337843 0 0 0 0 0 65473 0 96285 0 499601 0 0 0 YEVGENIY KANTOR ENDOCRINOLOGIST 328032 0 0 0 0 0 56943 0 93489 0 478464 0 0 0 JAMES J BURTON CHIEF INFO OFFICER 312230 0 0 0 0 0 49476 0 88986 0 450692 0 0 0 LUIS A GONZALES PSYCHIATRIST 295670 0 0 0 0 0 61045 0 84266 0 440981 0 0 0 RICHARD MAROKO CO-CHAIRMAN 0 297571 0 0 0 0 0 97125 0 81832 0 476528 0 0 AMY BOKERMAN UNION TRUSTEE 0 213228 0 0 0 0 0 54906 0 58638 0 326772 0 0 JOE MESSINEO UNION TRUSTEE 0 126060 0 0 0 0 0 32460 0 34667 0 193187 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS ROUTED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE SUBJECT TO REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES AT THE TRUSTEES' MEETINGS BY MAJORITY VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC BY WRITTEN REQUEST. FORM 990, PART XXI, LINE 2C THE BOARD OF TRUSTEES IS IN CHARGE OF OVERSEEING THE FINANCIAL STATEMENTS AUDIT AND SELECTION OF INDEPENDENT AUDITORS. NYHTC ASSN OF NYC INC 401(K) FUND 305 WEST 44TH STREET NEW YORK NY 10036 134178178 TO PROVIDE RETIREMENT BENEFITS NY 1 401-1(B)(3) N/A 0 NYHTC ASSN OF NYC INC HEALTH BENEFITS 305 WEST 44TH STREET NEW YORK NY 10036 136126923 TO PROVIDE MEDICAL AND DENTAL BENEFITS NY 501(C)(9) N/A 0 NYHTC ASSN OF NYC INC TRAINING & SCHOLARSH 305 WEST 44TH STREET NEW YORK NY 10036 136300270 TO PROVIDE TRAINING AND SCHOLARSHIPS TO PARTICIPANTS NY 501(C)(3) N/A 0 NYHTC ASSN OF NYC INC PENSION FUND 305 WEST 44TH STREET NEW YORK NY 10036 131764242 TO PROVIDE RETIREMENT BENEFITS NY 1 401-1(B)(3) N/A 0 NYHTC ASSN OF NYC INC LEGAL SERVICES 305 WEST 44TH STREET NEW YORK NY 10036 133418414 TO PROVIDE LEGAL ASSISTANCE TO PARTICIPANTS NY 501(C)(9) N/A 0 NYHTC ASSN OF NYC INC STAFF INSURANCE 305 WEST 44TH STREET NEW YORK NY 10036 131531223 TO PROVIDE MEDICAL BENEFITS NY 501(C)(9) N/A 0 NYHTC ASSN OF NYC INC STAFF RETIREMENT 305 WEST 44TH STREET NEW YORK NY 10036 131595091 TO PROVIDE RETIREMENT BENEFITS NY 1 401-1(B)(3) N/A 0 NYHTC ASSN OF NYC INC ANNUITY FUND 305 WEST 44TH STREET NEW YORK NY 10036 562290624 TO PROVIDE RETIREMENT BENEFITS NY 1 401-1(B)(3) N/A 0 NYHTC ASSN OF NYC INC LMC TRUST FUND 305 WEST 44TH STREET NEW YORK NY 10036 384105519 TO ENHANCE THE RELATIONSHIP BETWEEN HOTEL OWNERS AND THEIR EMPLOYEES NY 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC LMC TRUST FUND Q 58000 PER COST ALLOCATION STUDY NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC 401K FUND Q 191927 PER COST ALLOCATION STUDY NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC PREPAID LEGAL SERVICES FUND Q 271666 PER COST ALLOCATION STUDY NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC PREPAID LEGAL SERVICES FUND R 290850 CONTRIBUTIONS AGREEMENT NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC ITP & SCHOLARSHIP FUNDS Q 347012 PER COST ALLOCATION STUDY NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC STAFF INSURANCE FUND Q 1331466 PER COST ALLOCATION STUDY NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC PENSION FUND R 2020071 CONTRIBUTIONS AGREEMENT NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC PENSION FUND Q 2253447 PER COST ALLOCATION STUDY NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC STAFF RETIREMENT FUND R 2446957 CONTRIBUTIONS AGREEMENT NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH BENEFITS FUND R 6473898 CONTRIBUTIONS AGREEMENT NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC STAFF INSURANCE FUND R 9243772 CONTRIBUTIONS AGREEMENT NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH BENEFITS FUND Q 13969132 PER COST ALLOCATION STUDY NY HOTEL TRADES COUNCIL & HOTEL ASSN OF NYC INC HEALTH BENEFITS FUND S 215262194 COSTS INCURRED