Form 990 for tax year 2023
Filed by BUILDING SERVICE 32BJ HEALTH FUND.
Totals
- Total revenue
- $1,000,000
- Total expenses
- $1,297,756
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,000,000
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $2,514,508
- Total liabilities, end of year
- $284,969
- Net assets or fund balances, end of year
- $2,229,539
- 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: EMPLOYERS' CONTRIBUTION
total $1,000,000 · related or exempt $1,000,000
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $289,714
-
11c · Fees: accounting
total $20,001
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $497,644
-
12 · Advertising and promotion
total $79,800
-
13 · Office expenses
total $460
-
14 · Information technology
total $261
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $1,297
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $25,750
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $32,719
-
24a · Other expenses: ALLOC. SALARIES & REL. EXPENSE
total $342,410
-
24b · Other expenses: STAFF DEVELOPMENT TRAINING
total $7,700
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,804,995 · end of year $2,494,508
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $20,000
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $203,121 · end of year $169,246
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $74,579 · end of year $115,723
-
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 $2,527,295 · end of year $2,229,539
Mission and programs · 2023
Mission
THE PURPOSE OF THE FUND IS THE CONTAINMENT OF HEALTH CARE COSTS, INCLUDING HEALTH CARE PRICING, FOR THE BENEFIT OF THE UNION MEMBERSHIP AND EMPLOYERS IN NEW YORK CITY AND SURROUNDING AREAS.
Activities or mission (Part I)
CONTAINMENT OF HEALTH CARE COSTS, INCLUDING HEALTH CARE PRICING, FOR THE BENEFIT OF THE UNION MEMBERSHIP AND EMPLOYERS IN NEW YORK CITY AND SURROUNDING AREAS.
-
CONTAINMENT OF HEALTH CARE COSTS, INCLUDING HEALTH CARE PRICING, FOR THE BENEFIT OF THE UNION MEMBERSHIP AND EMPLOYERS IN NEW YORK CITY AND SURROUNDING AREAS.
As filed on the 2023 return.
Listed in Part VII
-
Howard I RothschildHOWARD I ROTHSCHILD
EMPLOYER TRUSTEE - SECRETARY
- Total calculated
- $1,033,133
- From this org
- $0
- From related orgs
- $913,133
- Other
- $120,000
- Hours/week
- 1 + 4 related
Schedule J breakdown matched by us
- Base
- $0 + $721,133 related
- Bonus
- $0 + $192,000 related
- Other
- $0
- Deferred
- $0 + $96,804 related
- Nontaxable benefits
- $0 + $23,196 related
- Filer's total
- $0 + $1,033,133 related
-
Robert SchwartzROBERT SCHWARTZ
EMPLOYER TRUSTEE
- Total calculated
- $441,119
- From this org
- $0
- From related orgs
- $411,119
- Other
- $30,000
- Hours/week
- 1 + 4 related
Schedule J breakdown matched by us
- Base
- $0 + $321,119 related
- Bonus
- $0 + $90,000 related
- Other
- $0
- Deferred
- $0 + $6,804 related
- Nontaxable benefits
- $0 + $23,196 related
- Filer's total
- $0 + $441,119 related
-
Peter GoldbergerPETER GOLDBERGER
EXECUTIVE DIRECTOR
- Total calculated
- $376,757
- From this org
- $0
- From related orgs
- $333,227
- Other
- $43,530
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $312,840 related
- Bonus
- $0 + $18,187 related
- Other
- $0 + $2,200 related
- Deferred
- $0 + $20,128 related
- Nontaxable benefits
- $0 + $23,402 related
- Filer's total
- $0 + $376,757 related
-
Steve JenkinsSTEVE JENKINS
DIRECTOR OF OPERATIONS
- Total calculated
- $325,800
- From this org
- $0
- From related orgs
- $284,230
- Other
- $41,570
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $272,143 related
- Bonus
- $0 + $10,538 related
- Other
- $0 + $1,549 related
- Deferred
- $0 + $18,168 related
- Nontaxable benefits
- $0 + $23,402 related
- Filer's total
- $0 + $325,800 related
-
Elaine PommellsELAINE POMMELLS
DIR. OF FINANCE & ADMIN
- Total calculated
- $309,353
- From this org
- $0
- From related orgs
- $266,856
- Other
- $42,497
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $253,676 related
- Bonus
- $0 + $10,385 related
- Other
- $0 + $2,795 related
- Deferred
- $0 + $17,535 related
- Nontaxable benefits
- $0 + $24,962 related
- Filer's total
- $0 + $309,353 related
-
Emmanuel PastreichEMMANUEL PASTREICH
UNION TRUSTEE - CHAIRMAN
- Total calculated
- $292,931
- From this org
- $0
- From related orgs
- $223,653
- Other
- $69,278
- Hours/week
- 1 + 4 related
Schedule J breakdown matched by us
- Base
- $0 + $219,311 related
- Bonus
- $0
- Other
- $0 + $4,342 related
- Deferred
- $0 + $45,876 related
- Nontaxable benefits
- $0 + $24,594 related
- Filer's total
- $0 + $294,123 related
-
Candis TolliverCANDIS TOLLIVER
UNION TRUSTEE
- Total calculated
- $234,157
- From this org
- $0
- From related orgs
- $176,003
- Other
- $58,154
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $165,325 related
- Bonus
- $0
- Other
- $0 + $10,678 related
- Deferred
- $0 + $34,752 related
- Nontaxable benefits
- $0 + $24,777 related
- Filer's total
- $0 + $235,532 related
-
Deandra KhanDEANDRA KHAN
UNION TRUSTEE
- Total calculated
- $147,576
- From this org
- $0
- From related orgs
- $103,162
- Other
- $44,414
- Hours/week
- 1
-
Larry EngelsteinLARRY ENGELSTEIN
UNION TRUSTEE
- Total calculated
- $25,340
- From this org
- $0
- From related orgs
- $25,340
- Other
- $0
- Hours/week
- 1 + 4 related
-
Michael BadowskiMICHAEL BADOWSKI
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew HoffmanANDREW HOFFMAN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stephen HalouvasSTEPHEN HALOUVAS
EMPLOYER TRUSTEE - PAST
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
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.
-
BUILDING SERVICE 32BJ HEALTH FUND
501(C)(9) · HEALTH BENEFI · NY
Directly controlled by NA
-
BUILDING SERVICE 32BJ LEGAL SERVICES FUN
501(C)(9) · LEGAL · NY
Directly controlled by NA
-
THOMAS SHORTMAN TRAINING SCHOLARSHIP AND
501(C)(3) · TRAINING FUND · NY
Directly controlled by NA
-
BUILDING SERVICE 32BJ PENSION FUND
401(A) · PENSION BENEF · NY
Directly controlled by NA
-
BUILDING SERVICE 32BJ SRSP FUND
401(K) · PROFIT SHARE · NY
Directly controlled by NA
-
REALTY ADVISORY BOARD ON LABOR RELations
501(C)(6) · LABOR & MGMT · NY
Directly controlled by NA
-
501(C)(5) · LABOR UNION · NY
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500779349300330
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