SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR (EIN 23-6487259)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-13
IRS object ID
201542869349300504
Schema version
2014v5.0
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)
Return2015-10-13T07:42:46-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2015-10-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
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$97,878,611GrossReceiptsAmt
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 Body5VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
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$38,803,317PYProgramServiceRevenueAmt
CY Program Service Revenue$40,386,517CYProgramServiceRevenueAmt
PY Investment Income$1,065,401PYInvestmentIncomeAmt
CY Investment Income$1,335,063CYInvestmentIncomeAmt
PY Other Revenue$34,935PYOtherRevenueAmt
CY Other Revenue$39,599CYOtherRevenueAmt
PY Total Revenue$39,903,653PYTotalRevenueAmt
CY Total Revenue$41,761,179CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$34,573,187PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$36,835,936CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,158,106PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,181,431CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$910,585PYOtherExpensesAmt
CY Other Expenses$1,272,660CYOtherExpensesAmt
PY Total Expenses$36,641,878PYTotalExpensesAmt
CY Total Expenses$39,290,027CYTotalExpensesAmt
PY Revenues Less Expenses$3,261,775PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,471,152CYRevenuesLessExpensesAmt
Total Assets BOY$56,801,564TotalAssetsBOYAmt
Total Assets EOY$59,839,743TotalAssetsEOYAmt
Total Liabilities BOY$108,891TotalLiabilitiesBOYAmt
Total Liabilities EOY$493,495TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$56,692,673NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$59,346,248NetAssetsOrFundBalancesEOYAmt
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 Document44IRPDocumentCnt
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
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 AddressYes (1)OfficerMailingAddressInd
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$92,440$37,757$14,275Yes (X)
DENISE KITZINGER
FINANCIAL MANAGER40.00$114,140$46,621$24,506Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$206,580TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$84,378TotReportableCompRltdOrgAmt
Total Other Compensation$38,781TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KEYSTONE HEALTH PLAN EAST
1901 MARKET STREETPHILADELPHIAPA19123CLAIMS ADMINISTRATION$1,092,593
BASYS SYSTEMS
3700 KOPPERS STREET - STE 400BALTIMOREMD21227CLAIMS ADMIN SOLUTIONS$105,688
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$40,225,959$40,225,959
PARTICIPANT CONTRIB525100$160,558$160,558
FieldValueIRS element (for citing)
Total Program Service Revenue$40,386,517TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,335,864TotalRevenueColumnAmt
Exclusion$1,335,864ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$56,116,631SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$56,117,432SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$801SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$801TotalRevenueColumnAmt
Related Or Exempt Func Income-$801RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$39,599TotalRevenueColumnAmt
Exclusion$39,599ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$39,599OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,761,179TotalRevenueColumnAmt
Related Or Exempt Func Income$40,385,716RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,375,463ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$36,835,936TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$829,094TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$103,629TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$179,294TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$69,414TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$129,573TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,251TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$50,183TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$80,457TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$257,504TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$271,356TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,076TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,747TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$38,979TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEES MANDATED BY ACADesc
Total$392,534TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$39,290,027TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$407,371BOYAmt
EOY$509,883EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,508,467BOYAmt
EOY$4,553,507EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,906,882BOYAmt
EOY$4,708,768EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,462BOYAmt
EOY$6,052EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,161,817BOYAmt
EOY$48,251,968EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,809,565BOYAmt
EOY$1,809,565EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$56,801,564BOYAmt
EOY$59,839,743EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$108,891BOYAmt
EOY$116,292EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$377,203EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$108,891BOYAmt
EOY$493,495EOYAmt
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$56,692,673BOYAmt
EOY$59,346,248EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,692,673BOYAmt
EOY$59,346,248EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,801,564BOYAmt
EOY$59,839,743EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,471,152ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$182,423NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
DescAFFORDABLE CARE ACT REINSURANCE FEEDesc
Amt$377,203Amt
FieldValueIRS element (for citing)
Total Liability$377,203TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$41,893,419TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$182,423NetUnrealizedGainsInvstAmt
Revenue Not Reported$182,423RevenueNotReportedAmt
Revenue Subtotal$41,710,996RevenueSubtotalAmt
Investment Expenses Not Incld$50,183InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$50,183RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$41,761,179TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$39,239,844TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$39,239,844ExpensesSubtotalAmt
Investment Expenses Not Incld2$50,183InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$50,183ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$39,290,027TotalExpensesPerForm990Amt

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$114,140BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$46,621CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$7,307DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$2,983DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$10,120NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$4,096NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$131,567TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$53,700TotalCompensationRltdOrgsAmt
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 11SERVICE 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 VIIROBERT 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 (96 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationInd
1528 WALNUT ST LP
100 S BROAD ST STE 1300PHILADELPHIAPA19110233096986PA0
15TH & CHESTNUT LP
123 S BROAD ST - STE 850PHILADELPHIAPA19109202462384PA0
1830 RITTENHOUSE SQ CONDO
1808 RITTENHOUSE SQUAREPHILADELPHIAPA19103231922518PA0
1845 WALNUT ASSOC
1845 WALNUT ST - SUITE 1610PHILADELPHIAPA19103236472817PA0
1880 JFK INV
100 S BROAD ST STE 1300PHILADELPHIAPA19110223751530PA0
220 W RITTENHOUSE COUNCIL
220 W RITTENHOUSE SQUAREPHILADELPHIAPA19103231743405PA0
230 S BROAD LP
123 S BROAD ST - STE 850PHILADELPHIAPA19109233020886PA0
250 SOUTH 18TH ST COUNCIL
1808 RITTENHOUSE SQPHILADELPHIAPA19103232001974PA0
8 PENN CENTER MGMT
100 S BROAD ST STE 1300PHILADELPHIAPA19110371507443PA0
A & A MTCE ENTERPRISE INC
965 MIDLAND AVEYONKERSNY10700133149505NY0
ABLE BUILDING MAINTENANCE
868 FOLSOM STSAN FRANCISCOCA94107941500734CA0
ABLE ENGINEERING
868 FOLSOM STSAN FRANCISCOCA94107943226677CA0
ABM ENGINEERING SERV
321 W 44TH ST 7TH FLOORNEW YORKNY10036952543310NY0
ABM MID-ATLANTIC
321 W 44TH ST 7TH FLNEW YORKNY10036320090678NY0
ALLAN INDUSTRIES
270 ROUTE 46 EASTROCKAWAYNJ07866222647098NJ0
ARAMARK
100 LANCASTER AVEWYNNEWOODPA19096363797749PA0
ARTHUR JACKSON
7025 WEST CHESTER PIKEUPPER DARBYPA19082231488791PA0
BEAVER HILL CONDOMINIUMS
309 FLORENCE AVEJENKINTOWNPA19046232158489PA0
BOROUGH OF DARBY
821 SUMMIT STREETDARBYPA19023236002852PA0
BOURSE ASSOC LP
201 SOUTH 18TH ST STE 300PHILADELPHIAPA19103232103904PA0
BRAVO BLDG SERVICE
29 KING GEORGE RDGREEN BROOKNJ08812223524935NJ0
BRI 1866 1515 MARKET LP
1515 MARKET ST STE 1040PHILADELPHIAPA19102472272124PA0
BROOKS RANGE CONTRACT SER
1603 COLLEGE ROADFAIRBANKSAK997094175920167748AK0
CSI INTERN'L INC
6700 N ANDREWS AVEFT LAUDERDALEFL33309223333206FL0
CBRE TECH SERV
2100 ROSS AVE STE 1600DALLASTX75201236050858TX0
CCIP STERLING LP (AIMCO)
PO BOX 1089GREENVILLESC29602742967629SC0
CLEANERS OF AMERICA
5710-C GENERAL WASHINGTON DRIVEALEXANDRIAVA22312751856491VA0
CLEANTECH BLDG
445 E ELM STCONSHOHOCKENPA19428232227558PA0
COMPANION SERV GROUP
PO BOX 87HADDON HEIGHTSNJ08035223327377NJ0
COOPER RIVER PLAZA
5105 NORTH PARK DRIVEPENNSAUKENNJNJ08109223620688NJ0
CROTHALL HEALTHCARE INC
1930 S BROAD ST UNIT 3PHILADELPHIAPA19145631053451PA0
CROWN 2 PENN CTR ASSOC LP
100 S BROAD ST STE 1300PHILADELPHIAPA19110232904117PA0
CRS FACILITY
160 PEHLE AVE PARK 80 EAST - 2ND FLSADDLE BROOKNJ07663223695494NJ0
CUSHMAN & WAKEFIELD
1650 MARKET ST - 1 LIBERTY 33RD FLPHILADELPHIAPA19103132625361PA0
CUSTOM METAL RESTORATION
132 W SYLVAN ROADBROOMALLPA19008232618351PA0
EASTERN JANITORIAL
23 N MICHIGAN AVEKENILWORTHNJ07033200053908NJ0
ELLIOTT-LEWIS CORP
2900 BLACK LAKE PLACEPHILADELPHIAPA19154232974096PA0
EXPRESS SCRIPTS
6625 W 78TH STBLOOMINGTONMNMN55439431420563MN0
FARELLY BLDG SERV
124 FRONT STREET - SUITE 203MASSAPEQUANY11762954303861NY0
FLUIDICS INC
9815 ROOSEVELT BLVD STE APHILADELPHIAPA19114232255666PA0
FMC SERVICES
930 OLD HARMONY RD HNEWARKDE19713201376319DE0
GCA SERVICES GROUP
4702 WESTERN AVE STE 101KNOXVILLETN37921561104889TN0
GDI SERV INC
780 5TH AVE STE 115KING OF PRUSSIAPA19406371752867PA0
GIRARD SQUARE
123 S BROAD ST - STE 850PHILADELPHIAPA19109232277015PA0
GRUBB & ELLIS MGMT SERV
1801 MARKET ST - SUITE 1801 - 10 PEPHILADELPHIAPA19103251683409PA0
HARVARD MAINT INC
59 MAIDEN LANE 17TH FLOORNEW YORKNY10038131954860NY0
INTERIOR MAINT
45 SCOTTDALE RDLANSDOWNEPA19050232271267PA0
INTERSTATE BLDG MAINT
508 PRUDENTIAL RD STE 100HORSHAMPA19044232642196PA0
JFK COMMUNITY CENTER
112 N BROAD STPHILADELPHIAPA19102232095511PA0
JONES LANG LASALLE
1111 PASQUINELLI DRIVE STE 100WESTMONTIL60559364160760IL0
KNIGHT FACILITIES SERV
2209 WINDSOR CIRCLE - GSHIRINIANBROOMALLPA19008PA
KTR MGMT SERV LLC
300 BARR HARBOR DR - SUITE 150WEST CONSHOHOCKENPA19428201386542PA0
LEISURE VILLAGE EAST
1 DUMBARTON DRIVELAKEWOODNJ08701221928802NJ0
LEISURE VILLAGE WEST
959 BUCKINGHAM DRIVEMANCHESTERNJ08759221996085NJ0
LOCAL 32BJ DISTRICT 36
25 WEST 18TH ST 4TH FLOORNEW YORKNY10011130535740NY0
LOCAL 32BJ DISTRICT 36
25 WEST 18TH ST 4TH FLOORNEW YORKNY10011231916204NY0
LOCKBOURNE MANOR
5105 NORTH PARK DRIVEPENNSAUKENNJNJ08109223219103NJ0
LTB LIMITED LP
100 S BROAD ST STE 1300PHILADELPHIAPA19110232962111PA0
LYNNEWOOD BLDG SERV
911 EAST COUNTYLINE RD - SUITE 204LAKEWOODNJ08701203624039NJ0
MED TOWER PROPERTIES
100 S BROAD ST STE 1300PHILADELPHIAPA19110233009826PA0
MEDARTS PROPERTIES INC
100 S BROAD ST SUITE 1300PHILADELPHIAPA19110233009825PA0
PARK TOWNE PLACE
PO BOX 1089GREENVILLESC29602841275621SC0
PBMCMSI OF PA
360 LEXINGTON AVENEW YORKNY10017251902526NY0
PENNYPACK WOODS HOME OWN
8724 CRISPIN STPHILADELPHIAPA19136231403424PA0
PHILA DESIGN & DISTRIB
123 S BROAD ST - STE 850PHILADELPHIAPA19109232544747PA0
PHILA OWNERS ASSOC
2401 PENNSYLVANIA AVENUEPHILADELPHIAPA19130232148526PA0
PHILIP MURRAY HOUSE
6300 OLD YORK ROADPHILADELPHIAPA19141231686383PA0
PLANNED LIFESTYLE SERV
150 SMITH RD 2ND FLOORPARSIPPANYNJ07054NJ
PREFERRED BLDG SERV
772 KEARNY AVEKEARNYNJ07032222893212NJ0
RADISSON PLAZA-WARWICK
1701 LOCUST STPHILADELPHIAPA19103752944468PA0
REIT MGMT
1735 MARKET ST SUITE 3840PHILAPA19103043583787PA0
RITTENHOUSE CLARIDGE LP
201 S 18TH STREET - SUITE 300PHILADELPHIAPA19103208728244PA0
RIVER PARK HOUSE
3600 CONSHOHOCKEN AVEPHILADELPHIAPA19131232173996PA0
ROBINSON GENERAL CONTR
640 CLIFTON AVESHARON HILLPA19079168447180PA0
SBM SITE SERV LLC
5241 ARNOLD AVEMCCLELLANCA95652931125400CA0
SCOTLANDYARD SEC SERV
2243 WEST ALLEGHENY AVEPHILADELPHIAPA19132201509603PA0
SEIU BENEFIT FUNDS
1515 MARKET ST - SUITE 1020PHILADELPHIAPA19102232105239PA0
SHAMROCKCLEAN INC
10540 BELCHER RD SLARGOFL33777261678452FL0
SHELLVILLE SERVICES
780 FIFTH AVEKING OF PRUSSIAPA19406161507885PA0
SHK INC
TWO NESHAMINY INTERPLEX - 309TREVOSEPA19053232827661PA0
SODEXO INC
PO BOX 352 - CHARLIE MACKBUFFALONY14240520936594NY0
STUART DEAN OF PA
13-14 INDEPENDENCE COURTFOLCROFTPA19032131354550PA0
TEAM CLEAN
4747 SOUTH BROAD ST - BLDG 101 1STPHILADELPHIAPA19112232570162PA0
THE BURKS COMPANIES INC
191 PEACHTREE ST - SUITE 800ATLANTAGA30303581970329GA0
THE TOWER AT OAK HILL
1600 HAGYS FORD ROADNARBERTHPA19072112963696PA0
THOMPSON HOSPITALITY
1741 BUSINESS CENTER DRIVE - SUITERESTONVA20190541865475VA0
TISHMAN SPEYER PROPERTIES
11 W 42ND STNEW YORKNY10036132954404NY0
TOTAL MAINT MGMT
PO BOX 90809NASHVILLETN37209621533613TN0
TOWNSHIP OF FALLS AUTH
557 LINCOLN HIGHWAYFAIRLESS HLSPA19030141990877PA0
TUCS SERV
166 CENTRAL AVE ATTN TAMILYNORANGENJ07050222464345NJ0
VERSAILLES
1530 LOCUST STPHILADELPHIAPA19102133126619PA0
WATTS WCLJAN CO INC
4548 MARKET STPHILADELPHIAPA19139232684028PA0
WAWA INC
260 W BALTIMORE PIKEWAWAPA19063210515330PA0
WILLIAM PENN HOUSE
1919 CHESTNUT STPHILADELPHIAPA19103231634616PA0
WILMINGTON HOUSING ATHRTY
400 N WALNUT STREETWILMINGTONDE19081516000327DE0
WINTHROP MGMT LP
1515 MARKET ST - SUITE 1040PHILADELPHIAPA19102208146196PA0
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 Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATOR PENSION FD
N$118,182FMV
SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS COMMON ACCOUNT
N$1,063,895FMV

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.