BUILDING SERVICE THOMAS SHORTMAN TRAINING SCHOLARSHIP AND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BUILDING SERVICE THOMAS SHORTMAN TRAINING SCHOLARSHIP AND (EIN 23-7424757)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-14
IRS object ID
201331349349306608
Schema version
2011v1.5
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)
Timestamp2013-05-14T15:45:24-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN135381590EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237424757EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THOMAS SHORTMAN TRAINING SCHOLARSHIPBusinessNameLine1
Business Name Line2AND SAFETY FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlTHOMNameControl
Phone2125392778Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 WEST 18TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100114676ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHOWARD ROTHSCHILDLARRY ENGELSTEINName
TitleEMPLOYER TRUSTEE/UNION TRUSTEETitle
Phone2125392778Phone
Date Signed2013-05-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES P WETZOLDName
PTINP00229911PTIN
Phone2128858000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonHOWARD ROTHSCHILDLARRY ENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line125 WEST 18TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100114676ZIPCode
FieldValueIRS element (for citing)
Gross Receipts16880826GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.32BJFUNDS.COMWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Type Of Org Other Description501(C)(3)TypeOfOrgOtherDescription
Year Formation1974YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTHE FUND PROVIDES TRAINING, SCHOLARSHIP AND SAFETY PROGRAMS TO ELIGIBLE PARTICIPANTS EMPLOYED IN THE BUILDING SERVICE INDUSTRY WHO ARE COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS OR PARTICIPATION AGREEMENTS. THE FUND IS AIMED AT UPGRADING AND IMPROVING INDUSTRY SKILLS, PROVIDING TRAINING AND CLASSES TO IMPROVE COMPUTER AND ACADEMIC SKILLS, PROVIDING SCHOLARSHIPS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS, AND PROVIDING SAFETY PROGRAMS ASSISTING PARTICIPANTS IN PREVENTING INJURY OR ILLNESS ON THE JOB.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees231TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1637648ContributionsGrantsPriorYear
Contributions Grants Current Year1135667ContributionsGrantsCurrentYear
Program Service Revenue Prior Year14282219ProgramServiceRevenuePriorYear
Program Service Revenue CY15586930ProgramServiceRevenueCY
Investment Income Prior Year2207InvestmentIncomePriorYear
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year183745OtherRevenuePriorYear
Other Revenue Current Year158229OtherRevenueCurrentYear
Total Revenue Prior Year16105819TotalRevenuePriorYear
Total Revenue Current Year16880826TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year1841975BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY1690913BenefitsPaidToMembersCY
Salaries Etc Prior Year4486144SalariesEtcPriorYear
Salaries Etc Current Year5131397SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year7375328OtherExpensePriorYear
Other Expenses Current Year8580252OtherExpensesCurrentYear
Total Expenses Prior Year13703447TotalExpensesPriorYear
Total Expenses Current Year15402562TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2402372RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1478264RevenuesLessExpensesCY
Total Assets BOY10926768TotalAssetsBOY
Total Assets EOY16019183TotalAssetsEOY
Total Liabilities BOY1504580TotalLiabilitiesBOY
Total Liabilities EOY5118731TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY9422188NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY10900452NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE FUND PROVIDES TRAINING, SCHOLARSHIP AND SAFETY PROGRAMS TO ELIGIBLE PARTICIPANTS EMPLOYED IN THE BUILDING SERVICE INDUSTRY WHO ARE COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS OR PARTICIPATION AGREEMENTS. THE FUND IS AIMED AT UPGRADING AND IMPROVING INDUSTRY SKILLS, PROVIDING TRAINING AND CLASSES TO IMPROVE COMPUTER AND ACADEMIC SKILLS, PROVIDING SCHOLARSHIPS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS, AND PROVIDING SAFETY PROGRAMS ASSISTING PARTICIPANTS IN PREVENTING INJURY OR ILLNESS ON THE JOB.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense13586323Expense
Revenue15745159Revenue
DescriptionTRAINING AND EDUCATION PROGRAMS FOR APPROXIMATELY 84,800 MEMBERS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense488500Expense
DescriptionSCHOLARSHIPS PROGRAM WITH APPROXIMATELY 200 PAYMENTS FOR SCHOLARSHIP AWARDS.Description
FieldValueIRS element (for citing)
Total Program Service Expense14074823TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109632NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees231NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ALAN LANGER CONTROLLERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2123883489TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line125 WEST 18TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100114676ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
MICHAEL FISHMAN
TRUSTEE1.00X000
KEVIN DOYLE
TRUSTEE1.00X000
HECTOR FIGUEROA
TRUSTEE1.00X000
HOWARD ROTHSCHILD
TRUSTEE1.00X000
CHARLES DOREGO
TRUSTEE1.00X000
JOHN SANTORA
TRUSTEE1.00X000
FRED WARD
TRUSTEE1.00X000
JOHN PAGNOTTA
TRUSTEE1.00X000
SUSAN COWELL
EXECUTIVE DIRECTOR3.001069220575122058X
PETER GOLDBERGER
DEPUTY EXECUTIVE DIRECTOR3.00953218341521160X
LAZARO GONZALEZ
DIRECTOR OF FINANCE & ADMI1.001042020051321836X
LINDA NELSON
DIRECTOR OF TRAINING FUND35.00176034020336X
BARBARA CARESS
DIRECTOR STRATEGIC POLICY3.00976718794321106X
MARGARET NAPIER
DIRECTOR OF COMPLIANCE0.30197518081220683X
IMTIAZ ALUR MOHAMMAD
DIRECTOR OF IT1.00737416321319725X
PETER HAMARICH
DIRECTOR OF HUMAN RESOURCE4.001904314688219512X
RANDI FARBER
DIRECTOR OF TECHNOLOGY & OPERATIONS0.20202517869520139X
FieldValueIRS element (for citing)
Total Reportable Comp From Org246862TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1447224TotalReportableCompFrmRltdOrgs
Total Other Compensation186555TotalOtherCompensation
Number Individuals GT100 K6NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
NEW JERSEY COMMUNITY COLLEGE
330 WEST STATE STREETNEW JERSEYNJ08618OFFSITE CLASSROOMS514855
HOSTOS COMMUNITY COLLEGE
500 GRAND CONCOURSEBRONXNY10451OFFSITE CLASSROOMS277000
MONTGOMERY COLLEGE
PO BOX 7135GAITHERSBURGMD208987135OFFSITE CLASSROOMS212686
RESEARCH FOUNDATION - CUNY
230 WEST 41ST STREET 7TH FLNEW YORKNY10036OFFSITE CLASSROOMS210116
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFILEDCT06825OFFSITE CLASSROOMS164930
FieldValueIRS element (for citing)
Number Of Contractors GT100 K6NumberOfContractorsGT100K
Government Grants1052813GovernmentGrants
All Other Contributions82854AllOtherContributions
Total Contributions1135667TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionEMPLOYERS CONTRIBUTIONDescription
Business Code900099BusinessCode
Total Revenue Column15586930TotalRevenueColumn
Related Or Exempt Function Income15586930RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue15586930TotalProgramServiceRevenue

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
OTHER INCOME9000996926469264
INTEREST INCOME - EMPL9000994643546435
LIQUIDATED DAMAGES - E9000994253042530
FieldValueIRS element (for citing)
Total Other Revenue158229TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column16880826TotalRevenueColumn
Related Or Exempt Function Income15745159RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total1690913Total
Program Services1690913ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total285488Total
Program Services203285ProgramServices
Management And General82203ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3653486Total
Program Services3211344ProgramServices
Management And General442142ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total208364Total
Program Services208079ProgramServices
Management And General285ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total600438Total
Program Services450066ProgramServices
Management And General150372ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total383621Total
Program Services340396ProgramServices
Management And General43225ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total56722Total
Management And General56722ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total39772Total
Management And General39772ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total115Total
Program Services115ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total120929Total
Management And General120929ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total175263Total
Program Services14399ProgramServices
Management And General160864ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total4081895Total
Program Services4081895ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total105248Total
Program Services52325ProgramServices
Management And General52923ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total618751Total
Program Services618751ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total54223Total
Program Services51932ProgramServices
Management And General2291ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
OFFSITE CLASSROOM AND I22664322266432
PRINTING, STATIONERY AN256965256018947
BOOKS214287214287
CONSULTING FEES19751015163645874

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total392140Total
Program Services262950ProgramServices
Management And General129190ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total15402562Total
Program Services14074823ProgramServices
Management And General1327739ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY4092270BOY
EOY3280383EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1421450BOY
EOY1629600EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY595412BOY
EOY53303EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis11376915LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec653644LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY4135383BOY
EOY10723271EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY682253BOY
EOY332626EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10926768BOY
EOY16019183EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY412936BOY
EOY506092EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1091644BOY
EOY4612639EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1504580BOY
EOY5118731EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY9422188BOY
EOY10900452EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9422188BOY
EOY10900452EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10926768BOY
EOY16019183EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses1478264ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis8463900OtherCostOrOtherBasis
Depreciation217390Depreciation
Book Value8246510BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2913015OtherCostOrOtherBasis
Depreciation436254Depreciation
Book Value2476761BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings10723271TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
TRAINING & EDUCATION PROGRAM PAYABLE$377,217
LEASE INCENTIVE OBLIGATION$4,235,422
FieldValueIRS element (for citing)
Total Of Amounts4612639TotalOfAmounts
Total Revenue16880826TotalRevenue
Total Expenses15402562TotalExpenses
Excess Or Deficit For Year1478264ExcessOrDeficitForYear
Excess Or Deficit Per FS1478264ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt16880826TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal16880826RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99016880826TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt15335816TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal15335816ExpensesSubtotal
Other Expenses Not Included66746OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt66746ExpensesNotRptdOnFinStmt
Total Expenses Per Form99015402562TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:IN A LETTER DATED NOVEMBER 29, 2011, THE DOL MADE AN INITIAL REQUEST FOR VARIOUS DOCUMENTS IN RELATION TO AN INVESTIGATION OF THE FUND TO DETERMINE COMPLIANCE WITH THE PROVISIONS OF ERISA. AS THE INVESTIGATION IS IN THE PRELIMINARY STAGE, THE FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2012 DO NOT INCLUDE AN ACCRUAL TO RECORD THE POTENTIAL IMPACT, IF ANY, FROM ANY PENALTIES THAT MAY BE ASSESSED BY THE DOL AS SUCH AMOUNTS ARE UNKNOWN AND CANNOT BE ESTIMATED. IN ADDITION, THE PLAN ADMINISTRATOR IS NOT AWARE OF ANY EFFECT THAT THIS INVESTIGATION WILL HAVE ON THE FUNDS TAX STATUS. U.S. GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY FEDERAL, STATE AND/OR LOCAL TAXING AUTHORITIES. THE ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2012, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BETAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JULY 1, 2008.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFITS PAYABLE 66,746.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received0GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONIdentifier
Return ReferenceSCHEDULE E, PART I, LINE 3ReturnReference
ExplanationALL MEMBERS OF THE UNION HAVE BEEN INFORMED OF ELIGIBILITY ON A NON-DISCRIMINATORY BASIS BY UNION PUBLICATIONS, MEETINGS AND NOTICES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
SUSAN COWELL
10293198064399768700001326255091201823126000
PETER GOLDBERGER
9348179887184352800001281246551081320807000
LAZARO GONZALEZ
10031193018389749500001315252971173522581000
LINDA NELSON
1694960653800000251120201146000
BARBARA CARESS
9407181010360693300001279246041104621254700
MARGARET NAPIER
1900174080756841000027525196225020611700
IMTIAZ ALUR MOHAMMAD
724116979413331190000104824574842219748700
PETER HAMARICH
18335146102708564700002772220892181517383800
RANDI FARBER
1988177341373328000027924856230420552500

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 7AIF A UNION TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ HAS THE POWER TO APPOINT A SUCCESSOR UNION TRUSTEE FOR THE FUND. IF AN EMPLOYER TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT THE REALTY ADVISORY BOARD HAS THE POWER TO APPOINT A SUCCESSOR EMPLOYER TRUSTEE FOR THE FUND.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND CONTROLLER. THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CTHE FUND IS SUBJECT TO THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROHIBITED TRANSACTIONS PROVISIONS, WHICH CONSTITUTES THE FUND'S CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA ALONG WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS.
FORM 990, PART VI, SECTION B, LINE 15THE FUND RETAINED AN INDEPENDENT COMPENSATION CONSULTANT WHICH CONDUCTED SEARCHES ON A LOCAL AND NATIONAL LEVEL FOR SIMILAR JOBS AND DETERMINED REASONABLENESS OF THE FUND'S COMPENSATION BASED ON THE BENEFITS THE FUND PROVIDES AND OTHER INTERNAL FACTORS. THE CONSULTANT ALSO BUILT A SALARY STRUCTURE FOUNDATION FOR THE FUND AND THAT STRUCTURE IS REVIEWED ANNUALLY AND ADJUSTED WHEN APPROPRIATE. IN ADDITION, THE DIRECTOR OF HUMAN RESOURCES SUBSCRIBES TO AN ONLINE COMPENSATION SURVEY WHICH IS USED AS A TOOL IN REVIEWING THE FUND'S COMPENSATION FOR COMPARABILITY PURPOSES AGAINST THE CURRENT JOB MARKET.
FORM 990, PART VI, SECTION C, LINE 19THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA.
FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES IN THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrg
BUILDING SERVICE 32BJ PENSION FUND
25 WEST 18TH STREETNEW YORKNY100114676131879376PENSION BENEFITSNY501 (A)0
BUILDING SERVICE 32BJ LEGAL SERVICES
25 WEST 18TH STREETNEW YORKNY100114676136841620LEGAL SERVICESNY501 (C)(9)0
BUILDING SERVICE 32BJ HEALTH FUND
25 WEST 18TH STREETNEW YORKNY100114676132928869HEALTH BENEFITSNY501 (C)(9)0
BUILDING SERVICE 32BJ SRSP FUND
25 WEST 18TH STREETNEW YORKNY100114676133507075401(K) PROFIT SHARINGNY4010
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
BUILDING SERVICE 32BJ HEALTH FUND
N567057ALLOCATED EXP BASED ON ALLOC. STU
BUILDING SERVICE 32BJ HEALTH FUND
O1814970ALLOCATED EXP BASED ON ALLOC. STU
BUILDING SERVICE 32BJ HEALTH FUND
M2629778ALLOCATED EXP BASED ON ALLOC. STU

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