SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR (EIN 23-6487259)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-10
IRS object ID
201412839349300901
Schema version
2013v3.0
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)
Return2014-10-10T09:39:21-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1
CityBALA CYNWYDCity
StatePAState
ZIP Code19004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236487259EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SERVICE EMPLOYEES INTL UNION LOC 32BJBusinessNameLine1
Business Name Line2DIST 36 BUILDING OPERATORS WELFARE FDBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlSERVBusinessNameControlTxt
Phone2155683262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line142 SOUTH 15TH STREET NO 1500AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19102ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAYNE MACMANIMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2155683262PhoneNum
Signature2014-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2014-10-06PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWAYNE MACMANIMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line142 SOUTH 15TH STREET NO 1500AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19102ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$137,659,750GrossReceiptsAmt
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$36,227,520PYProgramServiceRevenueAmt
CY Program Service Revenue$38,803,317CYProgramServiceRevenueAmt
PY Investment Income$1,267,540PYInvestmentIncomeAmt
CY Investment Income$1,065,401CYInvestmentIncomeAmt
PY Other Revenue$52,143PYOtherRevenueAmt
CY Other Revenue$34,935CYOtherRevenueAmt
PY Total Revenue$37,547,203PYTotalRevenueAmt
CY Total Revenue$39,903,653CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$30,017,262PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$34,573,187CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,180,958PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,158,106CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$852,789PYOtherExpensesAmt
CY Other Expenses$910,585CYOtherExpensesAmt
PY Total Expenses$32,051,009PYTotalExpensesAmt
CY Total Expenses$36,641,878CYTotalExpensesAmt
PY Revenues Less Expenses$5,496,194PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,261,775CYRevenuesLessExpensesAmt
Total Assets BOY$52,349,413TotalAssetsBOYAmt
Total Assets EOY$56,801,564TotalAssetsEOYAmt
Total Liabilities BOY$190,683TotalLiabilitiesBOYAmt
Total Liabilities EOY$108,891TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$52,158,730NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$56,692,673NetAssetsOrFundBalancesEOYAmt
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 Liabilities0ReportOtherLiabilitiesInd
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 Document55IRPDocumentCnt
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 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 RONGIONEBusinessNameLine1
FieldValueIRS element (for citing)
Phone2155683262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line142 SOUTH 15TH ST STE 1500AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19102ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT I FREEMAN
EMP. TRUSTEE2.00Yes (X)$2,110$0$0
ROBERT MARTIN
EMP. TRUSTEE (P)2.00Yes (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$90,025$35,708$14,462Yes (X)
DENISE KITZINGER
FINANCIAL MANAGER40.00$91,922$36,461$23,401Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$184,057TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$72,169TotReportableCompRltdOrgAmt
Total Other Compensation$37,863TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
KEYSTONE HEALTH PLAN EAST
1901 MARKET STREETPHILADELPHIAPA19123CLAIMS ADMINISTRATION$2,078,679
AON CONSULTING
555 E LANCANSTER AVERADNORPA19087ACTUARY$136,719
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$38,638,045$38,638,045
PARTICIPANT CONTRIB525100$165,272$165,272
FieldValueIRS element (for citing)
Total Program Service Revenue$38,803,317TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,292,710TotalRevenueColumnAmt
Exclusion$1,292,710ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$97,528,788SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$97,756,097SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$227,309SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$227,309TotalRevenueColumnAmt
Related Or Exempt Func Income-$227,309RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$34,935TotalRevenueColumnAmt
Exclusion$34,935ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$34,935OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,903,653TotalRevenueColumnAmt
Related Or Exempt Func Income$38,576,008RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,327,645ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$34,573,187TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,110TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$815,552TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$90,851TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$181,093TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$68,500TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$146,086TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,150TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$64,791TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$153,252TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$172,857TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$228,740TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$90,815TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,666TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$29,228TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$36,641,878TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,751,922BOYAmt
EOY$407,371EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,292,688BOYAmt
EOY$7,508,467EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,055,720BOYAmt
EOY$4,906,882EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,075BOYAmt
EOY$7,462EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$40,441,008BOYAmt
EOY$42,161,817EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,791,000BOYAmt
EOY$1,809,565EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,349,413BOYAmt
EOY$56,801,564EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$98,598BOYAmt
EOY$108,891EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$92,085BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$190,683BOYAmt
EOY$108,891EOYAmt
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$52,158,730BOYAmt
EOY$56,692,673EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,158,730BOYAmt
EOY$56,692,673EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,349,413BOYAmt
EOY$56,801,564EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,261,775ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,272,168NetUnrlzdGainsLossesInvstAmt
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
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$41,111,030TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,272,168NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,272,168RevenueNotReportedAmt
Revenue Subtotal$39,838,862RevenueSubtotalAmt
Investment Expenses Not Incld$64,791InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$64,791RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$39,903,653TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$36,577,087TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$36,577,087ExpensesSubtotalAmt
Investment Expenses Not Incld2$64,791InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$64,791ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$36,641,878TotalExpensesPerForm990Amt

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$91,922BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$36,461CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$6,441DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$2,555DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$10,314NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$4,091NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$108,677TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$43,107TotalCompensationRltdOrgsAmt
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 I. FREEMAN - 736 S. DARIEN ST., PHILADELPHIA, PA 19147. ROBERT MARTIN - P.O. BOX 42608, PHILADELPHIA, PA XXX-XX-XXXX. 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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
SERVICE EMPLOYEES INTL UNION LOCAL 32BJ DISTRICT 36 BOLR LEGAL SVCS TRUST F
42 SOUTH 15TH STREETPHILADELPHIAPA19102232307011LEGAL SERVICES PLANPA501(C)(9)0
SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS PENSION FUND
42 SOUTH 15TH 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 (87 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeLegal Domicile StateLegalDomicileStateCd
CB RICHARD ELLIS
2100 ROSS AVEDALLASTX75201TX
CBRE INC
505 16TH STPHILADELPHIAPA19102PA
COMPANION SERV GROUP
PO BOX 87HADDON HEIGHTSNJ08035NJ
CROWN 2 PENN CTR ASSOC LP
C/O ASI MGMTPHILADELPHIAPA19110PA
CCIP STERLING LP (AIMCO)
PO BOX 1089GREENVILLESC29602SC
SHK INC
TWO NESHAMINY INTERPLEXTREVOSEPA19053PA
SBM CORP
5241 ARNOLD AVEMCCLELLANCA95652CA
ENVIRONMENTAL SERV
780 E MARKET STWEST CHESTERPA19382PA
GIRARD SQUARE
123 S BROAD STPHILADELPHIAPA19109PA
WAWA INC
260 W BALTIMORE PIKEWAWAPA19063PA
WINTHROP MGMT LP
1515 MARKET STPHILADELPHIAPA19102PA
REIT MGMT
ATTN RENEE JACKSONPHILAPA19103PA
CUSTOM METAL RESTORATION
132 W SYLVAN ROADBROOMALLPA19008PA
BOURSE ASSOC LP
C/O KAISERMAN COMPANY INCPHILADELPHIAPA19103PA
INTERIOR MAINT
45 SCOTTDALE RDLANSDOWNEPA19050PA
LOCAL 32BJ DISTRICT 36
25 WEST 18TH ST 4TH FLOORNEW YORKNY10011NY
STUART DEAN OF PA
13-14 INDEPENDENCE COURTFOLCROFTPA19032PA
HARVARD MAINT INC
570 SEVENTH AVE15TH FLOORNEW YORKNY10018NY
CUSHMAN & WAKEFIELD
1717 ARCH STPHILADELPHIAPA19103PA
TISHMAN SPEYER PROPERTIES
2ND FLOOR TRICIA LUNNEYNEW YORKNY10036NY
A & A MTCE ENTERPRISE INC
3535 MARKETYONKERSNY10700NY
TOWNSHIP OF FALLS AUTH
ATTN DAVID BUSCHFAIRLESS HLSPA19030PA
SHELLVILLE SERVICES
780 FIFTH AVEKING OF PRUSSIAPA19406PA
ROBINSON GENERAL CONTR
640 CLIFTON AVESHARON HILLPA19079PA
EASTERN JANITORIAL
23 NORTH MICHIGAN AVEKENILWORTHNJ07033NJ
FMC SERVICES
928 OLD HARMONY RDNEWARKDE19713DE
KTR MGMT SERV LLC
SUITE 150 - D MARTINWEST CONSHOHOCKENPA19428PA
SCOTLANDYARD SEC SERV
2243 WEST ALLEGHENY AVEPHILADELPHIAPA19132PA
LYNNEWOOD BLDG SERV
911 EAST COUNTYLINE RDLAKEWOODNJ08701NJ
PARK TOWNE PLACE
PO BOX 1089GREENVILLESC29602SC
15TH & CHESTNUT LP
C/O SSH MGMTPHILADELPHIAPA19109PA
VERSAILLES
1530 LOCUST STPHILADELPHIAPA19102PA
PARC RITTENHOUSE CONDO
225 S 18TH STPHILADELPHIAPA19103PA
RITTENHOUSE CLARIDGE LP
201 S 18TH STREETPHILADELPHIAPA19103PA
LEISURE VILLAGE EAST
ATTN MARY PAYROLL DEPTLAKEWOODNJ08701NJ
LEISURE VILLAGE WEST
ATTN TRACY FALLONMANCHESTERNJ08759NJ
TUCS SERV
166 CENTRAL AVEORANGENJ07050NJ
ALLAN INDUSTRIES
270 ROUTE 46 EASTROCKAWAYNJ07866NJ
PREFERRED BLDG SERV
772 KEARNY BLVDLCLEMENTEKEARNYNJ07032NJ
LOCKBOURNE MANOR
5105 NORTH PARK DRIVEPENNSAUKENNJNJ08109NJ
CSI INTERN'L INC
6700 N ANDREWS AVEFT LAUDERDALEFL33309FL
BRAVO BUILDING SERVICE
29 KING GEORGE ROADGREEN BROOKNJ08812NJ
COOPER RIVER PLAZA
5105 NORTH PARK DRIVEPENNSAUKENNJNJ08109NJ
CRS FACILITY
160 PEHLE AVE PARK 80 EASTSADDLE BROOKNJ07663NJ
1880 JFK INV
100 S BROAD ST STE 1300PHILADELPHIAPA19110PA
PENNYPACK WOODS HOME OWN
8724 CRISPIN STPHILADELPHIAPA19136PA
ARTHUR JACKSON
7025 WEST CHESTER PIKEUPPER DARBYPA19082PA
WILLIAM PENN HOUSE
1919 CHESTNUT STPHILADELPHIAPA19103PA
PHILIP MURRAY HOUSE
6300 OLD YORK ROADPHILADELPHIAPA19141PA
1830 RITTENHOUSE SQ CONDO
1808 RITTENHOUSE SQUAREPHILADELPHIAPA19103PA
JFK COMMUNITY CENTER
112 N BROAD STPHILADELPHIAPA19102PA
CENTER CITY ONE CONDOS
42 SOUTH 15TH STREETPHILADELPHIAPA19107PA
CLEANTECH BLDG
1326 SPRUCE STCONSHOHOCKENPA19428PA
FLUIDICS
445 E ELM STPHILADELPHIAPA19114PA
PHILA DESIGN & DISTRIB
9815 ROOSEVELT BLVDPHILADELPHIAPA19109PA
TEAM CLEAN
C/O SSH MGMTPHILADELPHIAPA19112PA
INTERSTATE BLDG MAINT
4747 SOUTH BROAD STJAMISONPA18929PA
WATTS WCLJAN CO INC
1720 KENDARBREN DRPHILADELPHIAPA19139PA
WELLINGTON APARTMENTS
5434 LOCUST STPHILADELPHIAPA19103PA
LTB LIMITED LP
135 S 19 STREETPHILADELPHIAPA19110PA
ELLIOTT-LEWIS CORP
100 S BROAD ST STE 1300PHILADELPHIAPA19154PA
MEDARTS PROPERTIES INC
2900 BLACK LAKE PLACEPHILADELPHIAPA19110PA
MED TOWER PROPERTIES
100 S BROAD ST SUITE 1300PHILADELPHIAPA19110PA
230 S BROAD LP
100 S BROAD ST STE 1300PHILADELPHIAPA19109PA
TEXTROL OF DELAWARE INC
123 S BROAD ST - STE 850ROCKVILLEMD20852MD
1528 WALNUT ST LP
12220 WILKINS AVEPHILADELPHIAPA19110PA
BOROUGH OF DARBY
100 S BROAD ST STE 1300DARBYPA19023PA
1845 WALNUT ASSOC
821 SUMMIT STREETPHILADELPHIAPA19103PA
GRUBB & ELLIS MGMT SERV
1845 WALNUT STPHILADELPHIAPA19103PA
PBMCMSI OF PA
10 PENN CENTERNEWNY10017NY
SHAMROCKCLEAN INC
ATTN STEPHANIE MAGERST PETERSBURGFL33742FL
ABM JANITORIAL
PO BOX 22123NEW YORKNY10036NY
ARAMARK
321 W 44TH STWYNNEWOODPA19096PA
JONES LANG LASALLE
100 LANCASTER AVEWESTMONTIL60559IL
8 PENN CENTER MGMT
1111 PASQUINELLI DRIVE STE 100PHILADELPHIAPA19110PA
EXPRESS SCRIPTS
C/O ASI MGMTBLOOMINGTONMNMN55439MN
WILMINGTON HOUSING ATHRTY
6625 W 78TH STWILMINGTONDE19081DE
GCA SERV GROUP INC
400 N WALNUT STREETKNOXVILLETN37921TN
THE BURKS COMPANIES INC
4726 WESTERN AVEATLANTAGA30303GA
TOTAL MAINT MGMT INC
191 PEACHTREE STNASHVILLETN37209TN
CROTHALL HEALTHCARE INC
PO BOX 90809 RAYLENE METIVIERPHILADELPHIAPA19145PA
UNICCO SERV CO
1930 S BROAD ST UNIT 3AUBURNDALEMA02466MA
BROOKS RANGE CONTRACT SER
275 GROVE ST STE 3-200FAIRBANKSAK997094175AK
ABLE BUILDING MAINTENANCE
1603 COLLEGE ROADSAN FRANCISCOCA94107CA
ABLE ENGINEERING SERV
868 FOLSOM STSAN FRANCISCOCA94107CA
ABM ENGINEERING SERV
868 FOLSOM STCOMMERCECA90040CA
FARELLY BLDG SERV
5300 S EASTERN AVEMASSAPEQUANY11762NY
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 Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEIU LOCAL 32BJ DISTRICT 36 BUIDING OPERATOR PENSION FDBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeNTransactionTypeTxt
Involved$98,213InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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