Form 990 for tax year 2022
Filed by NEW YORK STATE UNITED TEACHERS DISASTER RELIEF & SCHOLARSHIP FUND.
Totals
- Total revenue
- $92,566
- Total expenses
- $53,406
- Contributions and grants received
- $79,682
- Grants paid
- $53,406
- Program service revenue
- $0
- Investment income
- $12,884
- Other revenue
- $0
- Total assets, end of year
- $491,626
- Total liabilities, end of year
- $4,263
- Net assets or fund balances, end of year
- $487,363
- Program services expenses (Part IX)
- $53,406
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $53,406
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$79,682
-
1g · Noncash contributions included above
$0
-
3 · Investment income
total $12,884 · related or exempt $0 · unrelated business $0 · excluded $12,884
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8a · Fundraising events: contributions included on line 1c
$0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $40,787 · program services $40,787
-
2 · Grants to domestic individuals
total $12,619 · program services $12,619
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $18,978 · end of year $10,344
-
2 · Savings and temporary cash investments
beginning of year $430,398 · end of year $481,282
-
17 · Accounts payable and accrued expenses
beginning of year $1,173 · end of year $4,263
-
27 · Net assets without donor restrictions
beginning of year $429,829 · end of year $469,526
-
28 · Net assets with donor restrictions
beginning of year $18,374 · end of year $17,837
Mission and programs · 2022
Mission
To provide those in need of assistance, financial or otherwise, because of the occurrence of a natural or man made disaster. The Fund provides contributions to not-for-profit organizations that also provide these types of services.
-
Grants made to individuals as a result of natural and man made disasters both in NYS and nationally where NYSUT members live. Grants were made to 27 individuals.
Expenses $12,619 · Grants $12,619 · Revenue $68,912
-
Grants made to charities funded primarily by donations from NYSUT members and NYSUT staff's weekly donations through the NEON fund (NYSUT Employees Outreach Network). Grants were made to 11 charitable organizations.
Expenses $40,787 · Grants $40,787 · Revenue $10,770
As filed on the 2022 return.
Listed in Part VII
-
Ronald Gross
Secretary
- Total calculated
- $393,760
- From this org
- $0
- From related orgs
- $265,859
- Other
- $127,901
- Hours/week
- 1 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $244,630 related
- Bonus
- $0
- Other
- $0 + $21,229 related
- Deferred
- $0 + $69,017 related
- Nontaxable benefits
- $0 + $58,884 related
- Filer's total
- $0 + $393,760 related
-
Jeffrey Lockwood
Fund Administrator
- Total calculated
- $326,846
- From this org
- $0
- From related orgs
- $209,804
- Other
- $117,042
- Hours/week
- 1 + 34 related
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
-
Michael Travinski
Legal Counsel
- Total calculated
- $309,637
- From this org
- $0
- From related orgs
- $205,746
- Other
- $103,891
- Hours/week
- 1 + 34 related
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
-
Jaclyn Ferrucci
Deputy Director of Finance
- Total calculated
- $285,806
- From this org
- $0
- From related orgs
- $178,741
- Other
- $107,065
- Hours/week
- 1 + 34 related
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
-
J Philippe Abraham
Chair
- Total calculated
- $257,993
- From this org
- $0
- From related orgs
- $162,574
- Other
- $95,419
- Hours/week
- 1 + 34 related
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
-
Sandra Carner-Shafran
Trustee
- Total calculated
- $24,847
- From this org
- $0
- From related orgs
- $24,847
- Other
- $0
- Hours/week
- 1 + 2 related
-
Angelina Rivera
Trustee
- Total calculated
- $16,596
- From this org
- $0
- From related orgs
- $16,596
- Other
- $0
- Hours/week
- 1 + 2 related
-
Jeanette Stapley
Trustee
- Total calculated
- $16,096
- From this org
- $0
- From related orgs
- $16,096
- Other
- $0
- Hours/week
- 1 + 2 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
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part II
- J. PHILIPPE ABRAHAM - THIS OFFICER WAS UNDER A COMPENSATION ARRANGEMENT IN 2022 WHERE AN ORGANIZATION RELATED TO THE FILING ORGANIZATION PAYS A PORTION OF HIS COMPENSATION AND THE UNRELATED ORGANIZATION (UNITED UNIVERSITY PROFESSIONS) PAYS THE REMAINDER. FOR 2022, THE AMOUNT PAID TO J. PHILIPPE ABRAHAM BY THE UNITED UNIVERSITY PROFESSIONS TOTALED $165,466. THE PAYMENT 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
-
$30,000
Hurricane Fiona relief efforts
-
$5,404
Ukraine relief efforts
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.
-
New York State United Teachers
501 (c) 5 · Labor Organization · NY
-
501 (c) 2 · Building Corporation · NY
Directly controlled by New York State United Teachers
-
NYSUT Retiree VEBA Health Fund
501 (c) 9 · Benefit Plan · NY
-
NYSUT Employees Retirement Fund Plan 001
501 (A) · Employee Benefit Plan · NY
-
501 (A) · Employee Benefit Plan · NY
-
NYSUT Education & Learning Trust
501 (c) 3 · Offer classes to promote effective teaching · NY
-
501 (c) 3 · Private Foundation · NY
-
501 (c) 5 · Benefit Fund · NY
-
Voice of Teachers for Education Committee on Political Education- Fed
527 · Political Committee · NY
-
Voice of Teachers for Education Committee on Political Education- State
527 · Political Committee · NY
-
NYSUT MB Catastrophe Major Medical Insurance Trust
501 (c) 5 · Provides Major Medical Insurance · 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.
-
NYSUT Member Benefits Corporation
C · Member Discounts Program · NY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400659349300820
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