Form 990 for tax year 2022
Filed by SERVICE EMPLOYEES 32BJ NORTH LEGAL SERVICES FUN.
Totals
- Total revenue
- $294,693
- Total expenses
- $130,686
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $282,958
- Investment income
- $11,149
- Other revenue
- $586
- Total assets, end of year
- $755,925
- Total liabilities, end of year
- $50,325
- Net assets or fund balances, end of year
- $705,600
- 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.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYERS' CONTRIBUTIONS
total $282,958 · related or exempt $282,958
-
3 · Investment income
total $11,149 · excluded $11,149
-
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
-
7d · Net gain or loss
total $0
-
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
-
11a · Other revenue: INTEREST & ASSESSMENT - PR AUDITS
total $586 · related or exempt $586
-
11e · Other revenue, total
$586
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 $68,464
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $4,901
-
11c · Fees: accounting
total $10,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $788
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $3,846
-
14 · Information technology
total $20
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $17
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $449
-
23 · Insurance
total $3,732
-
24a · Other expenses: ALLOCATED ADMIN SERVICES
total $29,079
-
24b · Other expenses: MEMBER COMPLIANCE PUBLICATIONS
total $9,390
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $144,564 · end of year $198,633
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $29,553 · end of year $26,390
-
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 $1,971
-
10a · Land, buildings and equipment: cost or other basis
$5,729
-
10b · Land, buildings and equipment: accumulated depreciation
$5,585
-
10c · Land, buildings and equipment, net
beginning of year $92 · end of year $144
-
11 · Investments: publicly traded securities
beginning of year $449,103 · end of year $528,787
-
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 $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $12,722 · end of year $19,016
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
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 $39,767 · end of year $31,309
-
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 $570,823 · end of year $705,600
Mission and programs · 2022
Mission
TO PROVIDE LEGAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS THAT ARE COVERED BY COLLECTIVE-BARGAINING AGREEMENTS WITH SEIU LOCAL 32BJ OR OTHER WRITTEN AGREEMENTS WITH THE FUND'S BOARD OF TRUSTEES.
Activities or mission (Part I)
ESTABLISHED TO PROVIDE LEGAL SERVICES TO ELIGIBLE MEMBERS OF LOCAL 32BJ AND THEIR ELIGIBLE DEPENDENTS. ESTABLISHED BY A COLLECTIVE-BARGAINING AGREEMENT.
-
LEGAL SERVICES - THE FUND PROVIDES VARIOUS LEGAL SERVICES TO APPROXIMATELY 2,586 MEMBERS.
As filed on the 2022 return.
Listed in Part VII
-
Elizabeth Baker
Trustee
- Total calculated
- $234,028
- From this org
- $0
- From related orgs
- $173,968
- Other
- $60,060
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $171,955 related
- Bonus
- $0
- Other
- $0 + $2,013 related
- Deferred
- $0 + $36,105 related
- Nontaxable benefits
- $0 + $23,955 related
- Filer's total
- $0 + $234,028 related
-
Shirley Aldebol
Trustee/Chair
- Total calculated
- $233,865
- From this org
- $0
- From related orgs
- $169,938
- Other
- $63,927
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $159,538 related
- Bonus
- $0
- Other
- $0 + $10,400 related
- Deferred
- $0 + $40,137 related
- Nontaxable benefits
- $0 + $23,790 related
- Filer's total
- $0 + $233,865 related
-
ELAINE POMMELLS
DIRECTOR OF FINANCE
- Total calculated
- $1,478
- From this org
- $1,279
- From related orgs
- $0
- Other
- $199
- Hours/week
- 0.16 + 0.62 related
Schedule J breakdown matched by us
- Base
- $1,279
- Bonus
- $0
- Other
- $0
- Deferred
- $85
- Nontaxable benefits
- $114
- Filer's total
- $1,478
-
PETER GOLDBERGER
EXECUTIVE DIRECTOR
- Total calculated
- $1,296
- From this org
- $1,149
- From related orgs
- $0
- Other
- $147
- Hours/week
- 0.07 + 1.59 related
Schedule J breakdown matched by us
- Base
- $1,149
- Bonus
- $0
- Other
- $0
- Deferred
- $69
- Nontaxable benefits
- $78
- Filer's total
- $1,296
-
STEVE JENKINS
DEPUTY EXECUTIVE DIRECTOR
- Total calculated
- $445
- From this org
- $389
- From related orgs
- $0
- Other
- $56
- Hours/week
- 0.03 + 0.95 related
Schedule J breakdown matched by us
- Base
- $389
- Bonus
- $0
- Other
- $0
- Deferred
- $25
- Nontaxable benefits
- $31
- Filer's total
- $445
-
WILLIAM SCHUR
TRUSTEE/SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 39.5 related
-
RICHARD BERGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 39.5 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
The filer's explanations (Part III)
- PART II - COMPENSATION FROM UNRELATED ORGANIZATION:
- BUILDING SERVICE 32BJ LEGAL FUND PAYS COMPENSATION TO PETER GOLDBERGER FOR HIS SERVICES AS EXECUTIVE DIRECTOR, ELAINE POMMELLS FOR HER SERVICES AS DIRECTOR OF FINANCE AND STEVE JENKINS FOR HIS SERVICES AS DEPUTY EXECUTIVE DIRECTOR; OF WHICH A PORTION OF THEIR TIME IS ALLOCATED FOR SUCH SERVICES PERFORMED FOR 32BJ NORTH LEGAL SERVICES FUND.
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)(9) · HEALTH FUND · NY
-
401(A) · PENSION FUND · NY
-
501(c)(5) · labor org · NY
-
BOILER SERVICE MAINT & REPAIR EMPLOYERS
501(C)(6) · association · NY
-
BOARD OF TRUSTEES 32BJ NORTH LEGAL SVCS
PLAN SPONSOR · NY
Directly controlled by NA
-
HIGHBRIDGE COMMUNITY HDFC
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.
-
AMALGAMATED HOUSING CORP
Directly controlled by NA
-
Building Management Assoc
Directly controlled by NA
-
Firstservice Residential
Directly controlled by NA
-
Garthchester Realty Ltd
Directly controlled by NA
-
Kraus Management Inc
Directly controlled by na
-
Nelson Management Group Ltd
Directly controlled by NA
-
Phipps Houses Services Inc
Directly controlled by NA
-
Reliant Realty Services Inc
Directly controlled by NA
-
Wavecrest Management Co
Directly controlled by NA
-
METRO MANAGEMENT DEVELOPMENT
Directly controlled by NA
-
PRESTIGE MANAGEMENT INC
Directly controlled by NA
-
HIGHBRIDGE COMMUNITY HDFC
Directly controlled by NA
-
C & C Apartment Management LLC
Directly controlled by NA
-
RY MANAGEMENT COMPANY
Directly controlled by NA
-
AKAM Associates Inc
Directly controlled by na
-
WinnResidential NY LLC
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323169349300707
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