SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR (EIN 23-6487259)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-14
IRS object ID
201712879349300401
Schema version
2016v3.0
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)
Return2017-10-14T06:56:10-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236487259EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SERVICE EMPLOYEES INTL UNION LOC 32BJBusinessNameLine1Txt
Business Name Line2D 36 BUILDINg OPERATORS WELFARE trust fdBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSERVBusinessNameControlTxt
Phone2155683262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11515 market STREET No 1020AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personwayne macmanimanPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2155683262PhoneNum
Signature2017-10-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLouis Verzella CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2017-09-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.211.205.39IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-14IPDt
IP Tm06:50:02IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id19998950A844A1ED5F18EB360E4E9E4F9906FFA9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal Officerwayne macmanimanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11515 market STREET No 1020AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$93,012,568GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1969FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 32BJ, DISTRICT 36 UNION MEMBERS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$42,434,572PYProgramServiceRevenueAmt
CY Program Service Revenue$41,379,914CYProgramServiceRevenueAmt
PY Investment Income$1,520,875PYInvestmentIncomeAmt
CY Investment Income$1,455,256CYInvestmentIncomeAmt
PY Other Revenue$28,589PYOtherRevenueAmt
CY Other Revenue$87,734CYOtherRevenueAmt
PY Total Revenue$43,984,036PYTotalRevenueAmt
CY Total Revenue$42,922,904CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$38,541,385PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$41,021,499CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,297,726PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,273,306CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,069,431PYOtherExpensesAmt
CY Other Expenses$1,133,625CYOtherExpensesAmt
PY Total Expenses$40,908,542PYTotalExpensesAmt
CY Total Expenses$43,428,430CYTotalExpensesAmt
PY Revenues Less Expenses$3,075,494PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$505,526CYRevenuesLessExpensesAmt
Total Assets BOY$60,931,177TotalAssetsBOYAmt
Total Assets EOY$61,659,385TotalAssetsEOYAmt
Total Liabilities BOY$513,149TotalLiabilitiesBOYAmt
Total Liabilities EOY$283,781TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,418,028NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$61,375,604NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS TO ELIGIBLE MEMBERS OF SEIU LOCAL 32BJ, DISTRICT 36 UNION MEMBERS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1949IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1john j rongioneBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2155683262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11515 market street suite 1020AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT MARTIN
EMP. TRUSTEE2.00Yes (X)$0$0$0
WAYNE MACMANIMAN
UNION TRUSTEE2.00Yes (X)$0$0$0
MANNY PASTREICH
UNION TRUSTEE2.00Yes (X)$0$0$0
gabe morgan
uNION TRUSTEE2.00Yes (X)$0$0$0
Tyrone Chilcote
EMP. TRUSTEE2.00Yes (X)$0$0$0
Jim Strite
eMP. TRUSTEE2.00Yes (X)$0$0$0
JOHN RONGIONE
ADMIINSTRATOR40.00$95,030$38,815$16,093Yes (X)
denise kitzinger
FINANCIAL MANAGER40.00$113,371$46,306$27,737Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$208,401TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$85,121TotReportableCompRltdOrgAmt
Total Other Compensation$43,830TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KEYSTONE HEALTH PLAN EAST
1901 market streetphiladelphiaPA19123claims administration$2,133,976
basys inc
3700 koppers st suite 400baltimoreMD21227coMPUTER CONSULTING AND SERVICES$182,096
BLUEWATER CONSULTING GROUP
1100 E HECTOR ST STE 315CONSHOHOCKENPA19428COMPUTER CONSULTING AND SERVICES$129,091
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$41,208,340$41,208,340
PARTICIPANT CONTRIB525100$171,574$171,574
FieldValueIRS element (for citing)
Total Program Service Revenue$41,379,914TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,495,629TotalRevenueColumnAmt
Exclusion$1,495,629ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$50,049,291SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$50,089,664SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$40,373SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$40,373TotalRevenueColumnAmt
Related Or Exempt Func Income-$40,373RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$87,734TotalRevenueColumnAmt
Exclusion$87,734ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$87,734OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,922,904TotalRevenueColumnAmt
Related Or Exempt Func Income$41,339,541RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,583,363ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$41,021,499TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$877,295TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$122,733TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$206,083TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$67,195TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$144,635TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,250TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,539TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$54,844TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$149,050TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$415,379TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$108,992TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,942TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$38,478TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFees mandated by ACADesc
Total$177,516TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,428,430TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$326,317BOYAmt
EOY$741,902EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,436,330BOYAmt
EOY$3,041,672EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,633,420BOYAmt
EOY$5,174,365EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,383,545BOYAmt
EOY$51,549,881EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,151,565BOYAmt
EOY$1,151,565EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$60,931,177BOYAmt
EOY$61,659,385EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$104,721BOYAmt
EOY$84,715EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$408,428BOYAmt
EOY$199,066EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$513,149BOYAmt
EOY$283,781EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$60,418,028BOYAmt
EOY$61,375,604EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,418,028BOYAmt
EOY$61,375,604EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,931,177BOYAmt
EOY$61,659,385EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$505,526ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,463,102NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Affordable Care Act reinsurance Fee$160,785
DUE TO RELATED PARTY$36,513
due to operating account$1,768
FieldValueIRS element (for citing)
Total Liability$199,066TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$44,373,467TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,463,102NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,463,102RevenueNotReportedAmt
Revenue Subtotal$42,910,365RevenueSubtotalAmt
Investment Expenses Not Incld$12,539InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$12,539RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$42,922,904TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$43,415,891TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$43,415,891ExpensesSubtotalAmt
Investment Expenses Not Incld2$12,539InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$12,539ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$43,428,430TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationAccounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U.S. Federal, state, or local taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the Plan.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
Persondenise kitzingerPersonNm
TitleFINANCIAL MANAGERTitleTxt
Base Compensation Filing Org$113,371BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$46,306CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$8,311DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$3,395DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$11,382NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$4,649NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$133,064TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$54,350TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bSERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE FUND'S ADMINISTRATOR AND FINANCIAL MANAGER FOR THEIR REVIEW AND PRESENTATION TO THE GOVERNING BODY FOR REVEIW AND SIGNATURE.
Form 990, Part VI, Section B, line 12cSERVICE EMPLOYEES INTL UNION LOC 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND MONITORS ITS CONLFICT OF INTEREST POLICY ON AN ANNUAL BASIS.
Form 990, Part VI, Section B, line 15THE ADMINISTRATOR MEETS WITH BUDGET COMMITTEE, COMPOSED OF STEVE LOGUE,WAYNE MACMANIMAN AND BOB MARTIN TO DISCUSS THE SALARIES OF EMPLOYEES OF THE FUND. THE ADMINISTRATOR MAKES RECOMMENDATIONS TO THE TRUSTEES BASED ON WAGE INFLATION RATES AND JUDGEMENT AS WELL AS PERFORMANCE OF EMPLOYEES. JOB PERFORMANCE REVIEWS ARE PERFORMED ON AN ANNUAL BASIS.
Form 990, Part VI, Section C, line 19SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
Form 990, Part VII Contact Addresses for Officers, Directors, EtcROBERT MARTIN - P.O Box 42608, PHILADELPHIA, PA 19101. MANNY PASTREICH - 1800 MASS AVE NW 7TH FL, WASHINGTON, DC 20036. gabe morgan - 209 9th street, 9th flr, pittsburgh, PA 15222. Tyrone Chilcote - 30 South 17th Street - Suite 1610, PhILADELPHIA, PA 19103. Jim Strite - 270 Route 46 East, Rockway, NJ 07866.
FORM 990, PART XII, LINE 2C:SERVICE EMPOLYEES INTERNATIONAL UNION LOCAL 32BJ, DISTRICT 36 BUILDING OPERATORS WELFARE TRUST FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
SERVICE EMPLOYEES INTL UNION LOCAL 32BJDISTRICT 36 BOLR LEGAL SVCS TRUST Fd
1515 Market StreetPHILADELPHIAPA19102232307011LEGAL SERVICES PLANPA501(C)(9)0
SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS PENSION FUND
1515 Market StreetPHILADELPHIAPA19102236546776PENSION PLANPA401(A)/501(A)0
LOCAL 32BJ DISTRICT 36
25 WEST 18TH ST 4TH FLOORNEW YORKNY10011231916204LABOR UNIONNY501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (92 entries)

EINEINControlled OrganizationControlledOrganizationInd
1528 WALNUT ST LP
2330969860
1830 RITTENHOUSE SQ CONDO
2319225180
1880 JFK INV
2237515300
220 W RITTENHOUSE COUNCIL
2317434050
230 S BROAD LP
2330208860
250 SOUTH 18TH ST COUNCIL
2320019740
8 PENN CENTER MGMT
3715074430
ABLE BUILDING MAINTENANCE
9415007340
ABM ENGINEERING SERV
9525433100
ABM JANITORIAL
3200906780
ALLAN INDUSTRIES
2226470980
ARAMARK
3637977490
ARTHUR JACKSON CO
2314887910
BEAVER HILL CONDOMINIUMS
2321584890
BOROUGH OF DARBY
2360028520
BOURSE ASSOC LP
2321039040
BRAVO BUILDING SERVICE
2235249350
BRI 1866 1515 MARKET LP
4722721240
BROOKS RANGE
9201677480
CBRE TECHNICAL SERVICES
2360508580
CCIP STERLING LP (AIMCO)
7429676290
CHESTER WATER AUTHORITY
2360008340
CLEANERS OF AMERICA
7518564910
CLEANTECH BLDG
2322275580
COMPANION SERV GROUP
2233273770
COOPER RIVER PLAZA
2236206880
CROTHALL HEALTHCARE INC
6310534510
CROWN 2 PENN CTR ASSOC LP
2329041170
CRS FACILITY
2236954940
CSI INTERNATIONAL
2233332060
CUSHMAN & WAKEFIELD
1326253610
CUSHMAN & WAKEFIELD
2212116700
CUSTOM METAL RESTORATION
2326183510
DELAWARE COUNTY HOUSING
2360020050
EASTERN JANITORIAL
2000539080
ELLIOTT LEWIS
2329740960
EXPRESS SCRIPTS
4314205630
FARELLY BLDG SERV
9543038610
FLUIDICS INC
2322556660
FMC SERVICES
2013763190
GCA SERV GROUP
5611048890
GDI SERV INC
3717528670
GIRARD SQUARE
2322770150
GRUBB & ELLIS MGMT SERV
2516834090
HARVARD PROTECTION SERV
1319548600
INTERIOR MAINT
2322712670
INTERSTATE BLDG MAINT
2326421960
JFK COMMUNITY CENTER
2320955110
JONES LANG LASALLE
3641607600
KNIGHT FACILITIES SERV
6170559830
KTR MANAGEMENT
2013865420
LEISURE VILLAGE EAST
2219288020
LEISURE VILLAGE WEST
2219960850
LOCKBOURNE MANOR
2232191030
LTB LIMITED LP
2329621110
LYNNEWOOD BLDG SERV
2036240390
MED TOWER PROPERTIES
2330098260
MEDARTS PROPERTIES INC
2330098250
PARC RITTENHOUSE CONDO
0000030170
PARK TOWNE PLACE
8412756210
PBMCMSI OF PA
2519025260
PENNYPACK WOODS HOME OWN
2314034240
PHILA DESIGN & DISTRIB
2325447470
PHILA OWNERS ASSOC
2321485260
PHILIP MURRAY HOUSE
2316863830
PLANNED BLDG SERV INC
2229247020
PLANNED LIFESTYLE SERV
2634602210
PREFERRED BLDG SERV
2228932120
PSP MANAGEMENT LP
4738591960
RB PHILA MGMT LLC
7529444680
RITTENHOUSE CLARIDGE LP
2087282440
RIVER PARK HOUSE
2321739960
ROBINSON GENERAL CONTR
1684471800
SBM SITE SERVICES
9311254000
SCOTLANDYARD SECURITY SER
2015096050
SEIU BENEFIT FUNDS
2321052390
SHAMROCKCLEAN INC
2616784520
SHK INC
2328276610
STUART DEAN OF PA
1313545500
TEAM CLEAN
2325701620
THE BURKS COMPANIES INC
5819703290
THE DORCHESTER OWNERS ASN
0000030340
THE TOWER AT OAK HILL
1129636960
THOMPSON HOSPITALITY
5418654750
TISHMAN SPEYER PROPERTIES
1329544040
TOTAL MAINT MGMT
6215336130
TOWNSHIP OF FALLS AUTH
1419908770
TUCS SERV
2224643450
WATTS WCLJAN CO INC
2326840280
WAWA INC
2105153300
WILLIAM PENN HOUSE
2316346160
WILMINGTON HOUSING ATHRTY
5160003270
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATOR PENSION FD
N$50,858FMV
SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS COMMON account
N$1,817,919FMV
sEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATOR PENSION FD
R$2,264,673fMV

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