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← NEW YORK STATE RETIREES PUBLIC EMPLOYEES FEDERATION AFL-CIO

Form 990 for tax year 2023

Filed by NEW YORK STATE RETIREES PUBLIC EMPLOYEES FEDERATION AFL-CIO.

Totals

Total revenue
$1,031,051
Total expenses
$639,513
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$894,137
Investment income
$112,699
Other revenue
$24,215
Total assets, end of year
$3,332,802
Total liabilities, end of year
$51,703
Net assets or fund balances, end of year
$3,281,099
Program services expenses (Part IX)
$639,513
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$639,513

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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $718,285 · related or exempt $718,285

  • 2b · Program service revenue: EARNED FEES

    total $175,852 · related or exempt $175,852

  • 3 · Investment income

    total $104,074 · excluded $104,074

  • 7a · Gross sales of assets other than inventory

    securities $376,652

  • 7b · Less cost or other basis and sales expenses

    securities $368,027

  • 7c · Gain or loss

    securities $8,625

  • 7d · Net gain or loss

    total $8,625 · related or exempt $8,625

  • 11a · Other revenue: CHAPTER MEETINGS & FUN

    total $24,215 · related or exempt $24,215

  • 11e · Other revenue, total

    $24,215

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $175,611 · program services $175,611

  • 8 · Pension plan contributions

    total $41,666 · program services $41,666

  • 9 · Other employee benefits

    total $63,457 · program services $63,457

  • 10 · Payroll taxes

    total $14,631 · program services $14,631

  • 11c · Fees: accounting

    total $16,602 · program services $16,602

  • 12 · Advertising and promotion

    total $18,620 · program services $18,620

  • 13 · Office expenses

    total $79,176 · program services $79,176

  • 17 · Travel

    total $23,455 · program services $23,455

  • 23 · Insurance

    total $553 · program services $553

  • 24a · Other expenses: CHAPTER PROGRAMS & FUNC

    total $146,303 · program services $146,303

  • 24b · Other expenses: POSTAGE

    total $53,905 · program services $53,905

  • 24c · Other expenses: DUES/AFFILIATION FEES

    total $5,534 · program services $5,534

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $111,845 · end of year $77,257

  • 2 · Savings and temporary cash investments

    beginning of year $1,371,549 · end of year $1,753,088

  • 11 · Investments: publicly traded securities

    beginning of year $1,347,566 · end of year $1,502,457

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,581 · end of year $51,703

  • 29 · Capital stock, trust principal or current funds

    beginning of year $2,766,379 · end of year $3,281,099

  • 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 · 2023

Mission

THE PUBLIC EMPLOYEES FEDERATION RETIREES AFL/CIO EXISTS TO PROMOTE THE WELFARE OF ITS MEMBERS BY REPRESENTING THEM WITH RESPECT TO ALL TERMS AND CONDITIONS OF RETIREMENT. THE PEF RETIREES SHALL SUPPORT AND DEFEND ALL INTEREST OF STATE RETIREES, INCLUDING BUT NOT LIMITED TO SECURING ECONOMIC ADVANTAGE, ORGANIZING AND UNITING IN THIS ORGANIZATION ALL NEW YORK STATE RETIREES, COOPERATING WITH AND ASSISTING OTHER LABOR ORGANIZATIONS OR GROUPS WHOSE OBJECTIVES ARE CONSISTENT WITH THOSE OF THE ORGANIZATION, PROMOTING THE AIMS AND OBJECTIVES OF THE PUBLIC EMPLOYEES FEDERATION, STRENGTHENING AND SAFEGUARDING THIS ORGANIZATION BY EVERY MEANS SO THAT IT MAY CARRY OUT ITS PURPOSES, OBJECTIVES AND OBLIGATIONS. UTILIZING IN EVERY WAY THE PROPERTY AND FUNDS OF THIS ORGANIZATION IN ORDER TO ACHIEVE ITS PURPOSES AND OBJECTIVES AND PERFORM IT OBLIGATIONS, AND FOR SUCH OTHER PURPOSES DIRECTLY OR INDIRECTLY FURTHERING THE INTERESTS OF THIS ORGANIZATION AND ITS MEMBERS.

Activities or mission (Part I)

THE PUBLIC EMPLOYEES FEDERATION RETIREES AFL/CIO EXISTS TO PROMOTE THE WELFARE OF ITS MEMBERS BY REPRESENTING THEM WITH RESPECT TO ALL TERMS AND CONDITIONS OF RETIREMENT.

  • THE NEW YORK STATE RETIREES PUBLIC EMPLOYEES FEDERATION, AFL-CIO IDENTIFIED ISSUES CONCERNING ITS APPROXIMATELY 20,100 MEMBERS' PENSION AND HEALTH CARE SECURITY, EDUCATED MEMBERS TO ENHANCE THEIR RETIREMENT, PROVIDED ACCESS TO LOW COST MEMBERSHIP BENEFITS, ADOVACTED AND LOBBIED ON BEHALF OF MEMBERS ON MATTERS OF ECONOMIC SECURITY, WORKED IN SUPPORT OF CANDIDATES FOR PUBLIC OFFICE, AND COORDINATED WITH OTHER ORGANIZATIONS IN FURTHERANCE OF ITS MISSION.

    Expenses $639,513

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Carr

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Karen Danish

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Mark Grasmeyer

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Angel Cook

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Patricia Baker

    EXECUTIVE BOARD

    Total calculated
    $0
    Hours/week
    3

  • William Crotty

    EXECUTIVE BOARD

    Total calculated
    $0
    Hours/week
    3

  • Michael Kopkin

    EXECUTIVE BOARD

    Total calculated
    $0
    Hours/week
    3

  • David Krobe

    EXECUTIVE BOARD

    Total calculated
    $0
    Hours/week
    3

  • Patrick McLaughlin

    EXECUTIVE BOARD

    Total calculated
    $0
    Hours/week
    3

  • Robert Varano

    EXECUTIVE BOARD

    Total calculated
    $0
    Hours/week
    3

  • Robert Harms

    REPRESENTATIVE TO PEF

    Total calculated
    $0
    Hours/week
    3

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202443189349304799

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