Form 990 for tax year 2022
Filed by NYSUT RETIREE VEBA HEALTH FUND.
Totals
- Total revenue
- $11,914,694
- Total expenses
- $11,083,029
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $10,440,507
- Investment income
- $1,474,187
- Other revenue
- $0
- Total assets, end of year
- $40,013,232
- Total liabilities, end of year
- $84,724
- Net assets or fund balances, end of year
- $39,928,508
- 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
-
J PHILIPPE ABRAHAM
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
-
JEFFREY J LOCKWOOD
TRUSTEE/CHAIRPERSON
- 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
-
EMILY B SAMUELS
TRUSTEE
- 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
-
ELIZABETH VIGNAUX
TRUSTEE/SECRETARY
- Total calculated
- $284,648
- From this org
- $0
- From related orgs
- $179,809
- Other
- $104,839
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $178,146 related
- Bonus
- $0
- Other
- $0 + $1,663 related
- Deferred
- $0 + $46,698 related
- Nontaxable benefits
- $0 + $58,141 related
- Filer's total
- $0 + $284,648 related
-
LAUREN RYBA
TRUSTEE
- Total calculated
- $306,155
- From this org
- $0
- From related orgs
- $213,833
- Other
- $92,322
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $213,833 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $54,902 related
- Nontaxable benefits
- $0 + $37,420 related
- Filer's total
- $0 + $306,155 related
-
GREGORY AINSLEY
TRUSTEE
- Total calculated
- $246,013
- From this org
- $0
- From related orgs
- $165,106
- Other
- $80,907
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $165,106 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $42,527 related
- Nontaxable benefits
- $0 + $38,380 related
- Filer's total
- $0 + $246,013 related
-
KATIE A BORDWELL
TRUSTEE
- Total calculated
- $125,331
- From this org
- $0
- From related orgs
- $52,119
- Other
- $73,212
- 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
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.
-
501(C)(3) · PRIVATE FOUNDATION · NY
-
NEW YORK STATE UNITED TEACHERS
501(C)(5) · LABOR ORGANIZATION · NY
-
NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TRUST
501(C)(5) · BENEFIT PLAN · NY
-
501(C)(2) · BUILDING CORPORATION · NY
Directly controlled by NEW YORK STATE UNITED TEACHERS
-
NYSUT DISASTER RELIEF AND SCHOLARSHIP TRUST
501(C)(3) · PROVIDES DISASTER RELIEF AND SCHOLARSHIPS · NY
-
NYSUT EMPLOYEES RETIREMENT PLAN
501(A) · NYSUT EMPLOYEE BENEFIT FUND · NY
-
NYSUT EDUCATION AND LEARNING TRUST
501(C)(3) · OFFERS COURSES TO PROMOTE EFFECTIVE TEACHING · NY
-
501(A) · NYSUT EMPLOYEE BENEFIT FUND · NY
-
VOICE OF TEACHERS FOR EDUCATION COMMITTEE ON POLITICAL ED
527 · POLITICAL COMMITTEE · NY
-
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 BENEFIT DISCOUNTS · NY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430229349301103
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