PSC-CUNY WELFARE FUND: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PSC-CUNY WELFARE FUND (EIN 13-6220695)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-27
- IRS object ID
- 201131179349300703
- Schema version
- 2009v1.7
- 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 | 2011-04-27T08:17:37-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BST ADVISORS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 WEST 44TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136220695 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PSC - CUNY WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PSC- | NameControl |
| Phone | 2123545230 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY MORGAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2123545230 | Phone |
| Date Signed | 2011-04-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID C LEE | Name |
| Phone | 2126618640 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LARRY MORGAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 50930436 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | SINGLE-EMPLOYER, DEFINED BENEFIT, H & W FUND | TypeOfOrgOtherDescription |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ALL QUALIFYING PLAN PARTICIPANTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35317440 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39529841 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1194505 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1068654 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1121079 | OtherRevenuePriorYear |
| Other Revenue Current Year | 261195 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 37633024 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40859690 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 36920897 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 38483877 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1098170 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1259304 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 612921 | OtherExpensePriorYear |
| Other Expenses Current Year | 491663 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38631988 | TotalExpensesPriorYear |
| Total Expenses Current Year | 40234844 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -998964 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 624846 | RevenuesLessExpensesCY |
| Total Assets BOY | 40046949 | TotalAssetsBOY |
| Total Assets EOY | 40471277 | TotalAssetsEOY |
| Total Liabilities BOY | 927654 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 735098 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39119295 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39736179 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE 4A BELOW | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 40234844 | Expense |
| Description | THROUGH COLLECTIVELY BARGAINED AGREEMENTS WITH THE CITY UNIVERSITY OF NEW YORK, THE FUND COLLECTS CONTRIBUTIONS AND PROVIDES HEALTH AND WELFARE BENEFITS FOR ALL QUALIFYING PLAN PARTICIPANTS. | Description |
| Total Program Service Expense | 40234844 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | 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 | 0 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | 0 | 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 | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | 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 | PSC - CUNY WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2123545230 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10006 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| BARBARA BOWEN | ||||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | |||
| DAVID KOTELCHUCK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN LONDON | ||||||||
| EXECUTIVE OFFICER | 10.00 | X | 0 | 10120 | 0 | |||
| LESLIE WILLLIAMS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TERRENCE MARTELL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SHERRIAN GRANT FORDHAM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GLORIA WATERS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAULA WHITLOCK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL PINELLO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT PUTZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TERRY PARKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT CERMELE | ||||||||
| TREASURER | 12.00 | 10120 | 11455 | 0 | X | |||
| SHARON SWACKER | ||||||||
| SECRETARY | 3.00 | 2654 | 0 | 0 | X | |||
| LARRY MORGAN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 144569 | 0 | 63859 | X | |||
| ESTELLE GIAMMUSO | ||||||||
| ASSOCIATE DIRECTOR | 40.00 | 107200 | 0 | 36573 | X | |||
| DONNA COSTA | ||||||||
| CONTROLLER | 40.00 | 103440 | 0 | 49898 | X | |||
| NANCY ARIES | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| ALICIA GEORGES | ||||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 367983 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 21575 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 150330 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GUARDIAN | |||||
| 3900 BURGESS PLACE | BETHLEHEM | PA | 18017 | SERVICE FEE | 494326 |
| MEDCO | |||||
| 100 PARSONS POND DRIVE MVL 1-3 | FRANKLIN LAKES | NJ | 07417 | ADMINISTRATIVE FEES | 110870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYERS CONTRIBUTION | 900099 | 39002223 | 39002223 |
| COBRA REIMBURSEMENTS | 900099 | 285799 | 285799 |
| SURVIVOR CONTRIBUTION | 900009 | 241819 | 241819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39529841 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1028525 | TotalRevenueColumn |
| Exclusion | $1,028,525 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10110875 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10070746 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40129 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40129 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40129 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| DECREASE IN ACCRUED PE | 900099 | 148990 | 148990 |
| REBATES | 900099 | 112205 | 112205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 261195 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40859690 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39831165 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,028,525 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38483877 | Total |
| Program Services | 38483877 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539888 | Total |
| Program Services | 539888 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 388725 | Total |
| Program Services | 388725 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141288 | Total |
| Program Services | 141288 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124615 | Total |
| Program Services | 124615 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64788 | Total |
| Program Services | 64788 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68253 | Total |
| Program Services | 68253 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40732 | Total |
| Program Services | 40732 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52717 | Total |
| Program Services | 52717 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4860 | Total |
| Program Services | 4860 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81581 | Total |
| Program Services | 81581 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42700 | Total |
| Program Services | 42700 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163200 | Total |
| Program Services | 163200 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8214 | Total |
| Program Services | 8214 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13269 | Total |
| Program Services | 13269 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16137 | Total |
| Program Services | 16137 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40234844 | Total |
| Program Services | 40234844 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1057404 | BOY |
| EOY | 3716887 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7458219 | BOY |
| EOY | 1871757 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1747536 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9097 | BOY |
| EOY | 396099 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 110664 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 48587 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74823 | BOY |
| EOY | 62077 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27228713 | BOY |
| EOY | 31425176 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2471157 | BOY |
| EOY | 2999281 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40046949 | BOY |
| EOY | 40471277 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196702 | BOY |
| EOY | 226595 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 730952 | BOY |
| EOY | 508503 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 927654 | BOY |
| EOY | 735098 | 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 | 39119295 | BOY |
| EOY | 39736179 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39119295 | BOY |
| EOY | 39736179 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40046949 | BOY |
| EOY | 40471277 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 53930 | InvestmentCostOrOtherBasis |
| Depreciation | 14092 | Depreciation |
| Book Value | 39838 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 56734 | InvestmentCostOrOtherBasis |
| Depreciation | 34495 | Depreciation |
| Book Value | 22239 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 62077 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| MEDICAL REBATES AND REFUNDS RECEIVABLE | 2725572 |
| ACCRUED INTEREST & DIVIDENDS | 181313 |
| OTHER RECEIVABLES | 92396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2999281 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CONTRIBUTIONS RECEIVED IN ADVANCE | $305,868 |
| ACCRUED PENSION OBLIGATIONS | $202,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 508503 | TotalOfAmounts |
| Total Revenue | 40859690 | TotalRevenue |
| Total Expenses | 40234844 | TotalExpenses |
| Excess Or Deficit For Year | 624846 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7962 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -7962 | TotalAdjustments |
| Excess Or Deficit Per FS | 616884 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 40650021 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -7962 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -7962 | RevenueNotRptdF990 |
| Revenue Subtotal | 40657983 | RevenueSubtotal |
| Investment Expenses Not Included | 52717 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 148990 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 201707 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 40859690 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 40182127 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 40182127 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 52717 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 52717 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 40234844 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE AMOUNT REPRESENTED ON LINE SCHEDULE D, LINE 4b REPRESENTS THE DECREASE IN ACCRUED PENSION LIABILITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY MORGAN | |||||||||||||
| 144569 | 0 | 0 | 0 | 0 | 0 | 46103 | 0 | 17756 | 0 | 208428 | 0 | 0 | 0 |
| DONNA COSTA | |||||||||||||
| 103440 | 0 | 0 | 0 | 0 | 0 | 33206 | 0 | 16692 | 0 | 153338 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 8b | THE FUND HAS NO SUBCOMMITEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Section B, line 11 | THE BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 15 | COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Section C, line 19 | THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE. |
| form 990, part xi, line 2c | The audit oversight process has not changed. |
| FORM 990, PART XI, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. | |
| FORM 990, PART X, LINE 33: NET ASSETS PER THE AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE ESTIMATED CURRENT CLAIMS OBLIGATIONS OF $3,917,039 AND ESTIMATED POST-RETIREMENT OBLIGATIONS OF $425,467,687. THEY ARE REPORTED ON A SEPARATE SCHEDULE AS PERMITTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFESSIONAL STAFF CONGRESS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY 15TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132638049 | EIN |
| Primary Activities | LABOR UNION OF PLAN PARTICIPANTS | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(c)(5) | ExemptCodeSection |
| 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 |
| 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 | 1 | 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| PROFESSIONAL STAFF CONGRESS | |
| I | 168627 |
| PROFESSIONAL STAFF CONGRESS | |
| N | 68207 |
| PROFESSIONAL STAFF CONGRESS | |
| O | 190202 |
| PROFESSIONAL STAFF CONGRESS | |
| P | 46632 |
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