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Nonprofiteer
← NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS CATASTROPHE MAJOR

Form 990 for tax year 2022

Filed by NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS CATASTROPHE MAJOR.

Totals

Total revenue
$43,148,939
Total expenses
$25,958,750
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$38,367,427
Investment income
$4,781,512
Other revenue
$0
Total assets, end of year
$159,504,251
Total liabilities, end of year
$2,426,676
Net assets or fund balances, end of year
$157,077,575
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • ABRAHAM J PHILIPPE

    CHAIRPERSON/TRUSTEE

    Total calculated
    $257,993
    From this org
    $0
    From related orgs
    $162,574
    Other
    $95,419
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $142,074 related
    Bonus
    $0
    Other
    $0 + $20,500 related
    Deferred
    $0 + $42,454 related
    Nontaxable benefits
    $0 + $52,965 related
    Filer's total
    $0 + $257,993 related

  • BUSHEY MICHELE

    TRUSTEE

    Total calculated
    $18,775
    From this org
    $0
    From related orgs
    $18,775
    Other
    $0
    Hours/week
    1

  • FRANZ LAURA

    TRUSTEE

    Total calculated
    $31,747
    From this org
    $0
    From related orgs
    $31,747
    Other
    $0
    Hours/week
    1

  • SAMUELS EMILY B

    SECRETARY

    Total calculated
    $250,894
    From this org
    $0
    From related orgs
    $152,775
    Other
    $98,119
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $152,775 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,046 related
    Nontaxable benefits
    $0 + $58,073 related
    Filer's total
    $0 + $250,894 related

  • CARLISTO DONALD

    TRUSTEE

    Total calculated
    $294,576
    From this org
    $0
    From related orgs
    $187,413
    Other
    $107,163
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $186,524 related
    Bonus
    $0
    Other
    $0 + $889 related
    Deferred
    $0 + $48,734 related
    Nontaxable benefits
    $0 + $58,429 related
    Filer's total
    $0 + $294,576 related

  • CARNER-SHAFRAN SANDRA

    TRUSTEE

    Total calculated
    $24,847
    From this org
    $0
    From related orgs
    $24,847
    Other
    $0
    Hours/week
    1

  • SHERMAN RODERICK

    TRUSTEE

    Total calculated
    $2,555
    From this org
    $0
    From related orgs
    $2,555
    Other
    $0
    Hours/week
    1

  • SILL MICHAEL

    TRUSTEE

    Total calculated
    $16,096
    From this org
    $0
    From related orgs
    $16,096
    Other
    $0
    Hours/week
    1

  • PORTER BETSY L

    MANAGER, MEMBER BENEFITS

    Total calculated
    $271,760
    From this org
    $0
    From related orgs
    $167,876
    Other
    $103,884
    Hours/week
    9

    Schedule J breakdown matched by us

    Base
    $0 + $167,876 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $43,944 related
    Nontaxable benefits
    $0 + $59,940 related
    Filer's total
    $0 + $271,760 related

  • CLEMENT DEREK S

    ASST IN MEMBER BENEFITS

    Total calculated
    $270,066
    From this org
    $0
    From related orgs
    $166,526
    Other
    $103,540
    Hours/week
    3

    Schedule J breakdown matched by us

    Base
    $0 + $166,526 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $43,592 related
    Nontaxable benefits
    $0 + $59,948 related
    Filer's total
    $0 + $270,066 related

  • FELLOWS DEBRA L

    ASST MGR. IN MEMBER BENEFITS

    Total calculated
    $196,999
    From this org
    $0
    From related orgs
    $127,688
    Other
    $69,311
    Hours/week
    9

    Schedule J breakdown matched by us

    Base
    $0 + $127,688 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $33,053 related
    Nontaxable benefits
    $0 + $36,258 related
    Filer's total
    $0 + $196,999 related

  • FERRUCCI JACLYN L

    DEPUTY DIRECTOR FINANCE

    Total calculated
    $285,806
    From this org
    $0
    From related orgs
    $178,741
    Other
    $107,065
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $178,741 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $46,932 related
    Nontaxable benefits
    $0 + $60,133 related
    Filer's total
    $0 + $285,806 related

  • LOCKWOOD JEFFREY J

    CFO, DIRECTOR OF FINANCE

    Total calculated
    $326,846
    From this org
    $0
    From related orgs
    $209,804
    Other
    $117,042
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $209,804 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $55,469 related
    Nontaxable benefits
    $0 + $61,573 related
    Filer's total
    $0 + $326,846 related

  • TRAVINSKI MICHAEL S

    ASSOC GENERAL COUNSEL

    Total calculated
    $309,637
    From this org
    $0
    From related orgs
    $205,746
    Other
    $103,891
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $205,746 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $53,781 related
    Nontaxable benefits
    $0 + $50,110 related
    Filer's total
    $0 + $309,637 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)

990 SCHEDULE J, PART II, J. PHILIPPE ABRAHAM
THIS OFFICER WAS UNDER A COMPENSATION ARRANGEMENT FOR 2022 WHERE A RELATED ORGANIZATION TO THE FILING ORGANIZATION PAYS SOME OF THIS OFFICER'S COMPENSATION AND AN UNRELATED ORGANIZATION (UNITED UNIVERSITY PROFESSIONS) PAYS THE REMAINDER OF THE COMPENSATION. FOR 2022, THE AMOUNT PAID TO J. PHILIPPE ABRAHAM BY UNITED UNIVERSITY PROFESSIONS TOTALED $165,466, WHICH INCLUDES WAGES, RETIREMENT AND NONTAXABLE BENEFITS.

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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2023
IRS schema version
2022v5.0
Source object
202312279349302511

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