Form 990 for tax year 2023

Totals

Total revenue

$11,731,167

Total expenses

$10,465,330

Contributions and grants received

$0

Grants paid

$0

Program service revenue

$9,804,949

Investment income

$1,926,218

Other revenue

$0

Total assets, end of year

$46,409,425

Total liabilities, end of year

$92,000

Net assets or fund balances, end of year

$46,317,425

Program services expenses (Part IX)

— not reported

Management and general expenses

— not reported

Fundraising expenses

— not reported

Program service expenses (Part III)

— not reported

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.

Mission and programs · 2023

• TO PROVIDE FOR FUNDING AND PAYMENT OF RETIREE MEDICAL BENEFITS FORRETIRED STAFF OF NEW YORK STATE UNITED TEACHERS.

As filed on the 2023 return.

Listed in Part VII

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

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.

• MARY MULDOON FUND

  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

• NYSUT BUILIDING CORP

  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

• NYSUT STAFF 401(K) PLAN

  501(A) · NYSUT EMPLOYEE BENEFIT FUND · NY

• VOICE OF TEACHERS FOR EDUCATION COMMITTEE ON POLITICAL ED

  527 · POLITICAL COMMITTEE · NY

• VOTECOPE (FEDERAL)

  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.

Provenance

Return type

form_990

Tax year

2023

Filed

13 January 2025

IRS schema version

2023v6.0

Source object

202510159349300756

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