SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SERVICE EMP INT UNION LOCAL 32BJ BUILDING OPERATORS WELFARE TR (EIN 23-6487259)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-15
- IRS object ID
- 201332889349300208
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-15T08:44:04-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611436956 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PRESIDENTIAL BLVD SUITE 330 | AddressLine1 |
| City | BALA CYNWYD | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236487259 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVICE EMPLOYEES INTL UNION LOC 32BJ | BusinessNameLine1 |
| Business Name Line2 | DIST 36 BUILDING OPERATORS WELFARE FD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SERV | NameControl |
| Phone | 2155683262 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 SOUTH 15TH STREET NO 1500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WAYNE MACMANIMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 2155683262 | Phone |
| Date Signed | 2013-10-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS VERZELLA CPA | Name |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | Phone |
| Date Prepared | 2013-10-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WAYNE MACMANIMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 SOUTH 15TH STREET NO 1500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 89418560 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 36820031 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36227520 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 985779 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1267540 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 24473 | OtherRevenuePriorYear |
| Other Revenue Current Year | 52143 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 37830283 | TotalRevenuePriorYear |
| Total Revenue Current Year | 37547203 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 33698457 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 30017262 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1235922 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1180958 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 706129 | OtherExpensePriorYear |
| Other Expenses Current Year | 852789 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 35640508 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32051009 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2189775 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5496194 | RevenuesLessExpensesCY |
| Total Assets BOY | 45623701 | TotalAssetsBOY |
| Total Assets EOY | 52349413 | TotalAssetsEOY |
| Total Liabilities BOY | 203988 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 190683 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 45419713 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52158730 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, DEATH AND EMPLOYEE ASSISTANCE PLAN BENEFITS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN J RONGIONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2155683262 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 SOUTH 15TH ST STE 1500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|
| ROBERT I FREEMAN | ||||||
| EMP. TRUSTEE | 2.00 | X | 8440 | 0 | 0 | |
| ROBERT MARTIN | ||||||
| EMP. TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WAYNE MACMANIMAN | ||||||
| UNION TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MANNY PASTREICH | ||||||
| UNION TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| GABE MORGAN | ||||||
| UNION TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN RONGIONE | ||||||
| ADMIINSTRATOR | 40.00 | 88400 | 36512 | 14465 | X | |
| DENISE KITZINGER | ||||||
| FINANCIAL MANAGER | 40.00 | 85602 | 35356 | 23327 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 182442 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 71868 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 37792 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KEYSTONE HEALTH PLAN EAST | |||||
| 1901 MARKET STREET | PHILADELPHIA | PA | 19123 | CLAIMS ADMINISTRATION | 1843790 |
| CROSS CURRENT CORPORATION | |||||
| 3805 OLD EASTON ROAD | DOYLESTOWN | PA | 18902 | CONSULTING | 113664 |
| AON CONSULTING | |||||
| 555 E LANCANSTER AVE | RADNOR | PA | 19087 | ACTUARY | 107150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 35941605 | 35941605 |
| PARTICIPANT CONTRIB | 525100 | 285915 | 285915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36227520 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1198681 | TotalRevenueColumn |
| Exclusion | $1,198,681 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 51940216 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 51871357 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 68859 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68859 | TotalRevenueColumn |
| Related Or Exempt Function Income | 68859 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | 49755 | $49,755 |
| ADMIN FEE REIMBURSMENT | 900099 | 2388 | $2,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 52143 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37547203 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36296379 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,250,824 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30017262 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8440 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823876 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96776 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187028 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64838 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84549 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22098 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66243 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115978 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150927 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264320 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119861 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28813 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32051009 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193340 | BOY |
| EOY | 1751922 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8217275 | BOY |
| EOY | 3292688 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3899006 | BOY |
| EOY | 5055720 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 17075 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31523080 | BOY |
| EOY | 40441008 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1791000 | BOY |
| EOY | 1791000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45623701 | BOY |
| EOY | 52349413 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173248 | BOY |
| EOY | 98598 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30740 | BOY |
| EOY | 92085 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203988 | BOY |
| EOY | 190683 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45419713 | BOY |
| EOY | 52158730 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45419713 | BOY |
| EOY | 52158730 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45623701 | BOY |
| EOY | 52349413 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 5496194 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1242823 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED PARTY | Description |
| Amount | $92,085 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 92085 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 38723783 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1242823 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1242823 | RevenueNotRptdF990 |
| Revenue Subtotal | 37480960 | RevenueSubtotal |
| Investment Expenses Not Included | 66243 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 66243 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 37547203 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31984766 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31984766 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 66243 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 66243 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32051009 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AT THE PRESENT TIME, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | SERVICE 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 12C | SERVICE 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 15 | THE 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 19 | SERVICE EMPLOYEES INTL UNION LOCAL 32BJ, DIST 36 BUILDING OPERATORS WELFARE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VII | ROBERT 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. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| 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
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| SERVICE EMPLOYEES INTL UNION LOCAL 32BJ DISTRICT 36 BOLR LEGAL SVCS TRUST F | ||||||||
| 42 SOUTH 15TH STREET | PHILADELPHIA | PA | 19102 | 232307011 | LEGAL SERVICES PLAN | PA | 501(C)(9) | 0 |
| SEIU LOCAL 32BJ DISTRICT 36 BUILDING OPERATORS PENSION FUND | ||||||||
| 42 SOUTH 15TH STREET | PHILADELPHIA | PA | 19102 | 236546776 | PENSION PLAN | PA | 401(A)/501(A) | 0 |
| LOCAL 32BJ DISTRICT 36 | ||||||||
| 25 WEST 18TH ST 4TH FLOOR | NEW YORK | NY | 10011 | 231916204 | LABOR UNION | NY | 501(C)(5) | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (87 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState | Controlled OrgControlledOrg |
|---|---|---|---|---|---|
| CB RICHARD ELLIS | |||||
| 2100 ROSS AVE | DALLAS | TX | 75201 | TX | 0 |
| CBRE INC | |||||
| 505 16TH ST | PHILADELPHIA | PA | 19102 | PA | 0 |
| COMPANION SERV GROUP | |||||
| PO BOX 87 | HADDON HEIGHTS | NJ | 08035 | NJ | 0 |
| CROWN 2 PENN CTR ASSOC LP | |||||
| C/O ASI MGMT | PHILADELPHIA | PA | 19110 | PA | 0 |
| CCIP STERLING LP (AIMCO) | |||||
| PO BOX 1089 | GREENVILLE | SC | 29602 | SC | 0 |
| SHK INC | |||||
| TWO NESHAMINY INTERPLEX | TREVOSE | PA | 19053 | PA | 0 |
| SBM CORP | |||||
| 5241 ARNOLD AVE | MCCLELLAN | CA | 95652 | CA | 0 |
| ENVIRONMENTAL SERV | |||||
| 780 E MARKET ST | WEST CHESTER | PA | 19382 | PA | 0 |
| GIRARD SQUARE | |||||
| 123 S BROAD ST | PHILADELPHIA | PA | 19109 | PA | 0 |
| WAWA INC | |||||
| 260 W BALTIMORE PIKE | WAWA | PA | 19063 | PA | 0 |
| WINTHROP MGMT LP | |||||
| 1515 MARKET ST | PHILADELPHIA | PA | 19102 | PA | 0 |
| REIT MGMT | |||||
| ATTN RENEE JACKSON | PHILA | PA | 19103 | PA | 0 |
| CUSTOM METAL RESTORATION | |||||
| 132 W SYLVAN ROAD | BROOMALL | PA | 19008 | PA | 0 |
| BOURSE ASSOC LP | |||||
| C/O KAISERMAN COMPANY INC | PHILADELPHIA | PA | 19103 | PA | 0 |
| INTERIOR MAINT | |||||
| 45 SCOTTDALE RD | LANSDOWNE | PA | 19050 | PA | 0 |
| LOCAL 32BJ DISTRICT 36 | |||||
| 25 WEST 18TH ST 4TH FLOOR | NEW YORK | NY | 10011 | NY | 0 |
| STUART DEAN OF PA | |||||
| 13-14 INDEPENDENCE COURT | FOLCROFT | PA | 19032 | PA | 0 |
| HARVARD MAINT INC | |||||
| 570 SEVENTH AVE15TH FLOOR | NEW YORK | NY | 10018 | NY | 0 |
| CUSHMAN & WAKEFIELD | |||||
| 1717 ARCH ST | PHILADELPHIA | PA | 19103 | PA | 0 |
| TISHMAN SPEYER PROPERTIES | |||||
| 2ND FLOOR TRICIA LUNNEY | NEW YORK | NY | 10036 | NY | 0 |
| A & A MTCE ENTERPRISE INC | |||||
| 3535 MARKET | YONKERS | NY | 10700 | NY | 0 |
| TOWNSHIP OF FALLS AUTH | |||||
| ATTN DAVID BUSCH | FAIRLESS HLS | PA | 19030 | PA | 0 |
| SHELLVILLE SERVICES | |||||
| 780 FIFTH AVE | KING OF PRUSSIA | PA | 19406 | PA | 0 |
| ROBINSON GENERAL CONTR | |||||
| 640 CLIFTON AVE | SHARON HILL | PA | 19079 | PA | 0 |
| EASTERN JANITORIAL | |||||
| 23 NORTH MICHIGAN AVE | KENILWORTH | NJ | 07033 | NJ | 0 |
| FMC SERVICES | |||||
| 928 OLD HARMONY RD | NEWARK | DE | 19713 | DE | 0 |
| KTR MGMT SERV LLC | |||||
| SUITE 150 - D MARTIN | WEST CONSHOHOCKEN | PA | 19428 | PA | 0 |
| SCOTLANDYARD SEC SERV | |||||
| 2243 WEST ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | PA | 0 |
| LYNNEWOOD BLDG SERV | |||||
| 911 EAST COUNTYLINE RD | LAKEWOOD | NJ | 08701 | NJ | 0 |
| PARK TOWNE PLACE | |||||
| PO BOX 1089 | GREENVILLE | SC | 29602 | SC | 0 |
| 15TH & CHESTNUT LP | |||||
| C/O SSH MGMT | PHILADELPHIA | PA | 19109 | PA | 0 |
| VERSAILLES | |||||
| 1530 LOCUST ST | PHILADELPHIA | PA | 19102 | PA | 0 |
| PARC RITTENHOUSE CONDO | |||||
| 225 S 18TH ST | PHILADELPHIA | PA | 19103 | PA | 0 |
| RITTENHOUSE CLARIDGE LP | |||||
| 201 S 18TH STREET | PHILADELPHIA | PA | 19103 | PA | 0 |
| LEISURE VILLAGE EAST | |||||
| ATTN MARY PAYROLL DEPT | LAKEWOOD | NJ | 08701 | NJ | 0 |
| LEISURE VILLAGE WEST | |||||
| ATTN TRACY FALLON | MANCHESTER | NJ | 08759 | NJ | 0 |
| TUCS SERV | |||||
| 166 CENTRAL AVE | ORANGE | NJ | 07050 | NJ | 0 |
| ALLAN INDUSTRIES | |||||
| 270 ROUTE 46 EAST | ROCKAWAY | NJ | 07866 | NJ | 0 |
| PREFERRED BLDG SERV | |||||
| 772 KEARNY BLVDLCLEMENTE | KEARNY | NJ | 07032 | NJ | 0 |
| LOCKBOURNE MANOR | |||||
| 5105 NORTH PARK DRIVE | PENNSAUKENNJ | NJ | 08109 | NJ | 0 |
| CSI INTERN'L INC | |||||
| 6700 N ANDREWS AVE | FT LAUDERDALE | FL | 33309 | FL | 0 |
| BRAVO BUILDING SERVICE | |||||
| 29 KING GEORGE ROAD | GREEN BROOK | NJ | 08812 | NJ | 0 |
| COOPER RIVER PLAZA | |||||
| 5105 NORTH PARK DRIVE | PENNSAUKENNJ | NJ | 08109 | NJ | 0 |
| CRS FACILITY | |||||
| 160 PEHLE AVE PARK 80 EAST | SADDLE BROOK | NJ | 07663 | NJ | 0 |
| 1880 JFK INV | |||||
| 100 S BROAD ST STE 1300 | PHILADELPHIA | PA | 19110 | PA | 0 |
| PENNYPACK WOODS HOME OWN | |||||
| 8724 CRISPIN ST | PHILADELPHIA | PA | 19136 | PA | 0 |
| ARTHUR JACKSON | |||||
| 7025 WEST CHESTER PIKE | UPPER DARBY | PA | 19082 | PA | 0 |
| WILLIAM PENN HOUSE | |||||
| 1919 CHESTNUT ST | PHILADELPHIA | PA | 19103 | PA | 0 |
| PHILIP MURRAY HOUSE | |||||
| 6300 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | PA | 0 |
| 1830 RITTENHOUSE SQ CONDO | |||||
| 1808 RITTENHOUSE SQUARE | PHILADELPHIA | PA | 19103 | PA | 0 |
| JFK COMMUNITY CENTER | |||||
| 112 N BROAD ST | PHILADELPHIA | PA | 19102 | PA | 0 |
| CENTER CITY ONE CONDOS | |||||
| 42 SOUTH 15TH STREET | PHILADELPHIA | PA | 19107 | PA | 0 |
| CLEANTECH BLDG | |||||
| 1326 SPRUCE ST | CONSHOHOCKEN | PA | 19428 | PA | 0 |
| FLUIDICS | |||||
| 445 E ELM ST | PHILADELPHIA | PA | 19114 | PA | 0 |
| PHILA DESIGN & DISTRIB | |||||
| 9815 ROOSEVELT BLVD | PHILADELPHIA | PA | 19109 | PA | 0 |
| TEAM CLEAN | |||||
| C/O SSH MGMT | PHILADELPHIA | PA | 19112 | PA | 0 |
| INTERSTATE BLDG MAINT | |||||
| 4747 SOUTH BROAD ST | JAMISON | PA | 18929 | PA | 0 |
| WATTS WCLJAN CO INC | |||||
| 1720 KENDARBREN DR | PHILADELPHIA | PA | 19139 | PA | 0 |
| WELLINGTON APARTMENTS | |||||
| 5434 LOCUST ST | PHILADELPHIA | PA | 19103 | PA | 0 |
| LTB LIMITED LP | |||||
| 135 S 19 STREET | PHILADELPHIA | PA | 19110 | PA | 0 |
| ELLIOTT-LEWIS CORP | |||||
| 100 S BROAD ST STE 1300 | PHILADELPHIA | PA | 19154 | PA | 0 |
| MEDARTS PROPERTIES INC | |||||
| 2900 BLACK LAKE PLACE | PHILADELPHIA | PA | 19110 | PA | 0 |
| MED TOWER PROPERTIES | |||||
| 100 S BROAD ST SUITE 1300 | PHILADELPHIA | PA | 19110 | PA | 0 |
| 230 S BROAD LP | |||||
| 100 S BROAD ST STE 1300 | PHILADELPHIA | PA | 19109 | PA | 0 |
| TEXTROL OF DELAWARE INC | |||||
| 123 S BROAD ST - STE 850 | ROCKVILLE | MD | 20852 | MD | 0 |
| 1528 WALNUT ST LP | |||||
| 12220 WILKINS AVE | PHILADELPHIA | PA | 19110 | PA | 0 |
| BOROUGH OF DARBY | |||||
| 100 S BROAD ST STE 1300 | DARBY | PA | 19023 | PA | 0 |
| 1845 WALNUT ASSOC | |||||
| 821 SUMMIT STREET | PHILADELPHIA | PA | 19103 | PA | 0 |
| GRUBB & ELLIS MGMT SERV | |||||
| 1845 WALNUT ST | PHILADELPHIA | PA | 19103 | PA | 0 |
| PBMCMSI OF PA | |||||
| 10 PENN CENTER | NEW | NY | 10017 | NY | 0 |
| SHAMROCKCLEAN INC | |||||
| ATTN STEPHANIE MAGER | ST PETERSBURG | FL | 33742 | FL | 0 |
| ABM JANITORIAL | |||||
| PO BOX 22123 | NEW YORK | NY | 10036 | NY | 0 |
| ARAMARK | |||||
| 321 W 44TH ST | WYNNEWOOD | PA | 19096 | PA | 0 |
| JONES LANG LASALLE | |||||
| 100 LANCASTER AVE | WESTMONT | IL | 60559 | IL | 0 |
| 8 PENN CENTER MGMT | |||||
| 1111 PASQUINELLI DRIVE STE 100 | PHILADELPHIA | PA | 19110 | PA | 0 |
| EXPRESS SCRIPTS | |||||
| C/O ASI MGMT | BLOOMINGTONMN | MN | 55439 | MN | 0 |
| WILMINGTON HOUSING ATHRTY | |||||
| 6625 W 78TH ST | WILMINGTON | DE | 19081 | DE | 0 |
| GCA SERV GROUP INC | |||||
| 400 N WALNUT STREET | KNOXVILLE | TN | 37921 | TN | 0 |
| THE BURKS COMPANIES INC | |||||
| 4726 WESTERN AVE | ATLANTA | GA | 30303 | GA | 0 |
| TOTAL MAINT MGMT INC | |||||
| 191 PEACHTREE ST | NASHVILLE | TN | 37209 | TN | 0 |
| CROTHALL HEALTHCARE INC | |||||
| PO BOX 90809 RAYLENE METIVIER | PHILADELPHIA | PA | 19145 | PA | 0 |
| UNICCO SERV CO | |||||
| 1930 S BROAD ST UNIT 3 | AUBURNDALE | MA | 02466 | MA | 0 |
| BROOKS RANGE CONTRACT SER | |||||
| 275 GROVE ST STE 3-200 | FAIRBANKS | AK | 997094175 | AK | 0 |
| ABLE BUILDING MAINTENANCE | |||||
| 1603 COLLEGE ROAD | SAN FRANCISCO | CA | 94107 | CA | 0 |
| ABLE ENGINEERING SERV | |||||
| 868 FOLSOM ST | SAN FRANCISCO | CA | 94107 | CA | 0 |
| ABM ENGINEERING SERV | |||||
| 868 FOLSOM ST | COMMERCE | CA | 90040 | CA | 0 |
| FARELLY BLDG SERV | |||||
| 5300 S EASTERN AVE | MASSAPEQUA | NY | 11762 | NY | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIU LOCAL 32BJ DISTRICT 36 BUIDING OPERATOR PENSION FD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionType |
| Amount Involved | 103700 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments