Form 990 for tax year 2024

Listed only on the earlier return

• Robert E Buckley Jr

Listed only on the later return

• ROBERT BUCKLEY JR

Listed under a different title

• MICHAEL BUCKLEY: TRUSTEE - TERM.5/2/25 →then TRUSTEE, TERM. 5/2/2025
• SEE SCHEDULE O FOR COMPENSATION: PAID BY RELATED ORGANIZATIONS →then PAID BY RELATED PARTIES

Revenue

Part VIII, the statement of revenue.

• 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

  total $40,098,845 · related or exempt $40,098,845

• 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

  total $1,065,076 · related or exempt $1,065,076

• 2c · Program service revenue: MEDICARE PART D INCOME

  total $245,801 · related or exempt $245,801

• 2d · Program service revenue: MISCELLANEOUS INCOME

  total $281,349 · related or exempt $281,349

• 2e · Program service revenue: SUBSIDY INCOME

  total $4,000,000 · related or exempt $4,000,000

• 3 · Investment income

  total $272,506 · excluded $272,506

• 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

• 7a · Gross sales of assets other than inventory

  securities $3,382,192

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

  securities $3,250,278

• 7c · Gain or loss

  securities $131,914

• 7d · Net gain or loss

  total $131,914 · excluded $131,914

• 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 $43,842,763

• 5 · Compensation of officers, directors and key employees

  total $0

• 6 · Compensation of disqualified persons

  total $0

• 7 · Other salaries and wages

  total $262,166

• 8 · Pension plan contributions

  total $131,557

• 9 · Other employee benefits

  total $85,502

• 10 · Payroll taxes

  total $27,862

• 11a · Fees: management

  total $0

• 11b · Fees: legal

  total $237,143

• 11c · Fees: accounting

  total $108,233

• 11d · Fees: lobbying

  total $0

• 11e · Fees: professional fundraising services

  total $0

• 11f · Fees: investment management

  total $34,991

• 11g · Fees: other

  total $483,560

• 12 · Advertising and promotion

  total $0

• 13 · Office expenses

  total $111,234

• 14 · Information technology

  total $52,239

• 15 · Royalties

  total $0

• 16 · Occupancy

  total $57,863

• 17 · Travel

  total $13,728

• 18 · Travel or entertainment for public officials

  total $0

• 19 · Conferences, conventions and meetings

  total $7,617

• 20 · Interest

  total $0

• 21 · Payments to affiliates

  total $0

• 22 · Depreciation, depletion and amortization

  total $0

• 23 · Insurance

  total $129,334

• 24a · Other expenses: OTHER EXPENSES

  total $5,708

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $2,475,765 · end of year $3,204,160

• 2 · Savings and temporary cash investments

  beginning of year $68,356 · end of year $92,785

• 3 · Pledges and grants receivable

  beginning of year $0 · end of year $0

• 4 · Accounts receivable

  beginning of year $3,595,500 · end of year $4,588,460

• 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 $0

• 10c · Land, buildings and equipment, net

  beginning of year $0 · end of year $0

• 11 · Investments: publicly traded securities

  beginning of year $8,047,218 · end of year $8,572,684

• 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 $42,987 · end of year $50,288

• 17 · Accounts payable and accrued expenses

  beginning of year $60,600 · end of year $43,905

• 18 · Grants payable

  beginning of year $0 · end of year $0

• 19 · Deferred revenue

  beginning of year $36,746 · end of year $40,297

• 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 $19,207,913 · end of year $20,781,027

• 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 -$5,075,433 · end of year -$4,356,852