Form 990 for tax year 2024
Filed by DISTRICT COUNCIL 37 HEALTH AND SECURITY FUND.
Totals
- Total revenue
- $238,932,255
- Total expenses
- $238,932,255
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $238,713,593
- Investment income
- $218,662
- Other revenue
- $0
- Total assets, end of year
- $78,998,748
- Total liabilities, end of year
- $78,998,748
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: CONTRIBUTIONS - DC 37 BFT
total $238,303,769 · related or exempt $238,303,769
-
2b · Program service revenue: MEDICARE PART 'D" SUBSIDY
total $409,824 · related or exempt $409,824
-
3 · Investment income
total $218,662 · excluded $218,662
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $219,766,961
-
5 · Compensation of officers, directors and key employees
total $1,016,113
-
7 · Other salaries and wages
total $4,685,973
-
8 · Pension plan contributions
total $777,668
-
9 · Other employee benefits
total $1,248,141
-
10 · Payroll taxes
total $486,756
-
11b · Fees: legal
total $605,955
-
11c · Fees: accounting
total $88,000
-
11g · Fees: other
total $771,196
-
13 · Office expenses
total $525,781
-
14 · Information technology
total $5,747,797
-
16 · Occupancy
total $462,171
-
19 · Conferences, conventions and meetings
total $38,606
-
22 · Depreciation, depletion and amortization
total $8,873
-
23 · Insurance
total $190,732
-
24a · Other expenses: POST RETIREMENT BENEFIT
total $2,119,919
-
24b · Other expenses: WITHDRAWAL LIABILITY
total $244,231
-
24c · Other expenses: REPAIRS & MAINTENANCE
total $73,504
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $39,183
-
24e · All other expenses
total $34,695
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,666,111 · end of year $7,740,317
-
2 · Savings and temporary cash investments
beginning of year $13,218,132 · end of year $7,101,836
-
4 · Accounts receivable
beginning of year $77,903,190 · end of year $47,532,748
-
9 · Prepaid expenses and deferred charges
beginning of year $10,669,650 · end of year $16,623,847
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $40,505
-
17 · Accounts payable and accrued expenses
beginning of year $3,363,616 · end of year $4,584,005
-
21 · Escrow or custodial account liability
beginning of year $12,126,204 · end of year $5,813,601
-
25 · Other liabilities
beginning of year $93,007,768 · end of year $68,601,142
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
-
TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
As filed on the 2024 return.
Listed in Part VII
-
Jahmila EdwardsJAHMILA EDWARDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 30 related
-
Maf Misbah UddinMAF MISBAH UDDIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 30 related
-
Carmen CharlesCARMEN CHARLES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 30 related
-
Peter Stein - Thru 1224PETER STEIN - THRU 1224
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 30 related
-
Jeff Oshins - Thru 924JEFF OSHINS - THRU 924
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 30 related
-
Juan Fernandez - Thru 225JUAN FERNANDEZ - THRU 225
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 30 related
-
Ann WidgerANN WIDGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 30 related
-
Vincent Variale - Eff 325VINCENT VARIALE - EFF 325
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 30 related
-
Richard Kowalczyk - Eff 325RICHARD KOWALCZYK - EFF 325
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 30 related
-
William BifulcoWILLIAM BIFULCO
FUND ADMINISTRATOR
- Total calculated
- $400,350
- From this org
- $306,760
- From related orgs
- $0
- Other
- $93,590
- Hours/week
- 30 + 5 related
Schedule J breakdown matched by us
- Base
- $306,760
- Bonus
- $0
- Other
- $0
- Deferred
- $56,983
- Nontaxable benefits
- $36,607
- Filer's total
- $400,350
-
Jodi P GoldmanJODI P GOLDMAN
ASSOC ADMINISTRATOR
- Total calculated
- $323,010
- From this org
- $260,382
- From related orgs
- $0
- Other
- $62,628
- Hours/week
- 5 + 30 related
Schedule J breakdown matched by us
- Base
- $260,382
- Bonus
- $0
- Other
- $0
- Deferred
- $45,434
- Nontaxable benefits
- $17,194
- Filer's total
- $323,010
-
William WhalenWILLIAM WHALEN
DIR/CHIEF COUNSEL
- Total calculated
- $303,561
- From this org
- $242,269
- From related orgs
- $0
- Other
- $61,292
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $242,269
- Bonus
- $0
- Other
- $0
- Deferred
- $44,381
- Nontaxable benefits
- $16,911
- Filer's total
- $303,561
-
Jacqueline FrancisJACQUELINE FRANCIS
ASSOC DIRECTOR
- Total calculated
- $266,837
- From this org
- $197,635
- From related orgs
- $0
- Other
- $69,202
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $197,635
- Bonus
- $0
- Other
- $0
- Deferred
- $34,106
- Nontaxable benefits
- $35,096
- Filer's total
- $266,837
-
Joseph Paolozzi IIIJOSEPH PAOLOZZI III
DIRECTOR OF OPERATIONS
- Total calculated
- $273,541
- From this org
- $217,858
- From related orgs
- $0
- Other
- $55,683
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $217,858
- Bonus
- $0
- Other
- $0
- Deferred
- $38,958
- Nontaxable benefits
- $16,725
- Filer's total
- $273,541
-
Sheldon BaraschSHELDON BARASCH
SUPERVISING ATTY
- Total calculated
- $257,698
- From this org
- $202,707
- From related orgs
- $0
- Other
- $54,991
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $202,707
- Bonus
- $0
- Other
- $0
- Deferred
- $19,932
- Nontaxable benefits
- $35,059
- Filer's total
- $257,698
-
Magaly Mendez-BravoMAGALY MENDEZ-BRAVO
CONTROLLER
- Total calculated
- $292,753
- From this org
- $217,757
- From related orgs
- $0
- Other
- $74,996
- Hours/week
- 24 + 10 related
Schedule J breakdown matched by us
- Base
- $217,757
- Bonus
- $0
- Other
- $0
- Deferred
- $39,540
- Nontaxable benefits
- $35,456
- Filer's total
- $292,753
-
Yvette Charmant - Thru 524YVETTE CHARMANT - THRU 524
FORMER CONTROLLER
- Total calculated
- $196,509
- From this org
- $123,809
- From related orgs
- $46,212
- Other
- $26,488
- Hours/week
- 24 + 10 related
Schedule J breakdown matched by us
- Base
- $123,809 + $46,212 related
- Bonus
- $0
- Other
- $0
- Deferred
- $20,471
- Nontaxable benefits
- $6,017
- Filer's total
- $150,297 + $46,212 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- SCHEDULE J SUPPLEMENTAL INFORMATION:
- JODI P. GOLDMAN RECEIVED COMPENSATION FROM THIS ORGANIZATION IN HER CAPACITY AS ASSOCIATE ADMINSTRATOR OF THIS ORGANIZATION AND THE RELATED ORGANIZATION. WILLIAM BIFULCO RECEIVED COMPENSATION FROM THIS ORGANIZATION IN HIS CAPACITY AS FUND ADMINISTRATOR OF THIS ORGANIZATION AND THE RELATED ORGANIZATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(5) · EMPLOYEE BENEFIT PLAN TRUST · NY
-
501(C)(5) · LABOR ORGANIZATION · NY
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
JORALEMON DENTAL SERVICES PC
C · DENTAL SERVICES · NY
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 31 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202620909349300442
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