Empire State Carpenters Welfare Fund in Hauppauge, New York (NY)

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Empire State Carpenters Welfare Fund
Employer Identification Number (EIN)111582767
Name of OrganizationEmpire State Carpenters Welfare Fund
Address270 Motor Parkway, Hauppauge, NY 11788-5183
ActivitiesAssociation of employees, Sick, accident, death, or similar benefits, Employee or member welfare association
SubsectionVoluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Ruling Date05/1949
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$291,243,602
Amount of Income$455,782,820
Form 990 Revenue Amount$125,320,203
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)


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Amount of income in 2014: $455,782,820
Empire State Carpenters Welfare Fund: 

 $455,782,820
Other organizations performing similar types of work: 

 $15,763,180

Assets in 2014: $291,243,602
Empire State Carpenters Welfare Fund: 

 $291,243,602
Other organizations performing similar types of work: 

 $11,878,897

Expenses in 2014: $103,447,364
This organization: 

 $103,447,364
Other organizations performing similar types of work: 

 $9,981,586

Income to expenses ratio in 2014: 4.4
Empire State Carpenters Welfare Fund: 

 4.4
Other organizations performing similar types of work: 

 1.2

Employees paid over $100,000 in 2014: 45.7%
Empire State Carpenters Welfare Fund: 

 45.7%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Functional expenses for 2014

Checklist
201220132014
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNoNo
Is the organization required to complete Schedule B, Schedule of Contributors?NoNoNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNoNo
Did the organization report an amount for land, buildings, and equipment?YesYesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNoNo
Did the organization report an amount for other liabilities?YesYesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNoNo
Did the organization obtain separate, independent audited financial statements for the tax year?YesYesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNoNo
Did the organization operate one or more hospital facilities?NoNoNo
Did the organization attach a copy of its audited financial statements?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNoNo
A family member of a current or former officer, director, trustee, or key employee?NoNoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNoNo
Was the organization related to any tax-exempt or taxable entity?YesYesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNoNo
Statements Regarding Other IRS Filings and Tax Compliance
2011201220132014
The number reported in Box 3 of Form 10961517109
The number of Forms W-2G000
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return515246
Did the organization file all required federal employment tax returns?YesYesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesNoNoNo
Has it filed a Form 990-T for this year?NoNoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNoNo
Did the organization file Form 8886-T?NoNoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNoNo
Did the organization notify the donor of the value of the goods or services provided?NoNoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNoNo
Initiation fees and capital contributions$0$0$0$0
Gross receipts for public use of club facilities $0$0$0$0
Gross income from members or shareholders$0$0$0$0
Gross income from other sources$0$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNoNo
The amount of tax-exempt interest received or accrued during the year$0$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0$0
The amount of reserves on hand$0$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNoNo
Has it filed a Form 720 to report these payments?NoNoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
201220132014
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$418,908$624,013$773,470
Total reportable compensation from related organizations$0$0$0
Total estimated amount of other compensation from the organization and related organizations$115,993$250,831$315,800
Total number of individuals who received more than $100,000 of reportable compensation from the organization356
Total number of independent contractors who received more than $100,000 of compensation from the organization131515
Statement of Revenue
2011201220132014
Total revenue$131,585,153$116,615,442$120,826,949$125,320,203
Contributions, Gifts, Grants and Other Similar Amounts$0$0$0$0
Program Service Revenue$115,060,493$112,157,888$117,061,186$116,733,991
900099$17,961,829$17,781,239$93,745,051
900099$3,761,687$7,640,350$2,998,411
900099$678,091$91,639,597$19,990,529
All other program service revenue$0$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$4,007,186$4,332,328$3,449,274$3,351,493
Income from investment of tax-exempt bond proceeds$0$0$0$0
Royalties$0$0$0$0
Net rental income$0$0$0$0
Net gain/loss from sales of assets other than inventory$12,517,474$125,226$60,842$5,234,719
Gross amount from sales of assets other than inventory (Securities / Other)$213,349,873 / $0$47,991,739 / $0$57,972,286 / $0$335,697,336 / $0
Less: cost or other basis and sales expenses (Securities / Other)$200,832,399 / $0$47,866,513 / $0$57,911,444 / $0$330,462,617 / $0
Gain or (loss) (Securities / Other)$12,517,474 / $0$125,226 / $0$60,842 / $0$5,234,719 / $0
Net income/loss from fundraising events$0$0$0$0
Net income/loss from gaming activities$0$0$0$0
Net income/loss from sales of inventory$0$0$0$0
Miscellaneous Revenue$0$0$255,647$0
Statement of Functional Expenses
2011201220132014
Total functional expenses$108,632,212$109,096,626$98,565,651$103,447,364
Grants and other assistance to domestic organizations and domestic governments$0$0$0
Grants and other assistance to domestic individuals$0$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0$0
Benefits paid to or for members$104,340,468$92,897,781$97,763,913
Compensation of current officers, directors, trustees, and key employees$236,396$242,448$273,076$286,429
Compensation not included above, to disqualified persons$0$0$0
Other salaries and wages$2,001,597$1,996,647$2,139,043$2,232,215
Pension plan accruals and contributions$579,832$582,707$608,026
Other employee benefits$754,874$681,165$721,577
Payroll taxes$176,860$173,687$188,431$197,758
Fees for services (non-employees)
Management$0$0$0
Legal$808,264$1,290,876$1,250,160
Accounting$484,519$564,385$628,459
Lobbying$0$0$0
Professional fundraising services$0$0$0$0
Investment management fees$786,568$832,813$710,432
Other$96,000$96,000$96,000
Advertising and promotion$0$0$0
Office expenses$150,310$187,770$169,830
Information technology$131,071$81,736$91,762
Royalties$0$0$0
Occupancy$215,268$296,381$297,896
Travel$0$0$0
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0$0
Conferences, conventions, and meetings$54,143$54,326$78,855
Interest$0$0$0
Payments to affiliates$8,247$0$0
Depreciation, depletion, and amortization$5,904$6,750$13,425
Insurance$120,588$133,015$122,114
Other expenses$-119,071$-200,842$169,049
Other expenses$-52,525$-300$16,388
Other expenses$34,517$24,328$15,974
Other expenses$124,244$124,962$-208,414
Other expenses$-1,839,377$-1,688,752$-1,814,484
Balance Sheet
2011201220132014
Total assets$198,971,587$207,152,028$235,752,804$291,243,602
Cash - non-interest-bearing$14,626,756$30,113,036$51,937
Savings and temporary cash investments$19,198,866$18,864,792$53,380,120
Pledges and grants receivable, net$0$0$0
Accounts receivable, net$16,887,857$21,277,221$16,092,687
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0$0
Notes and loans receivable, net$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$28,144$19,435$24,191
Land, buildings, and equipment: cost or other basis$9,414$36,993$23,569
Investments - publicly traded securities$113,694,369$122,078,990$195,662,226
Investments - other securities$42,706,622$43,362,337$26,008,872
Investments - program-related$0$0$0
Intangible assets$0$0$0
Other assets$0$0$0
Total liabilities$15,717,792$16,455,528$17,494,866$43,966,275
Accounts payable and accrued expenses$6,005,928$6,928,975$26,122,095
Grants payable$0$0$0
Deferred revenue$0$0$0
Tax-exempt bond liabilities$0$0$0$0
Escrow or custodial account liability$0$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$10,449,600$10,565,891$17,844,180
Total net assets or fund balances$183,253,795$190,696,500$218,257,938$247,277,327
Unrestricted net assets$0$0$0
Temporarily restricted net assets$0$0$0
Permanently restricted net assets$0$0$0
Capital stock or trust principal, or current funds$0$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0$0
Retained earnings, endowment, accumulated income, or other funds$183,253,795$190,696,500$218,257,938$247,277,327
Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$31,388,033$28,780,839$38,429,317$49,766,149$59,554,371$71,904,489$102,085,445$123,260,741
Contributions, gifts, grants, and similar amounts received$0$0$0$0$0$0$0$0
Contributions to donor advised funds$0$0
Direct public support$0$0$0$0$0$0$0$0
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$31,151,568$28,844,257$37,174,071$46,840,381$56,465,656$66,982,474$96,572,151$115,127,954
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$279,731$47,596$93,815$116,544$418,726$445,952$1,162,230$1,257,641
Dividends and interest from securities$2,120,102$1,963,307$2,470,225$1,982,440$2,024,880$2,095,157$2,431,032$3,593,016
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$45,947$48,398$223,158
Gain or (loss) from sales of assets other than inventory$-2,471,034$-2,074,321$-1,308,794$826,784$645,109$1,962,913$1,423,198$2,295,697
Gross amount from sales of assets other than inventory$60,033,271$39,396,937$39,582,246$38,426,567$47,783,496$47,810,564$50,449,278$47,683,060
Less: cost or other basis and sales expenses$62,504,305$41,471,258$40,891,040$37,599,783$47,138,387$45,847,651$49,026,080$45,387,363
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$307,666$0$0$0$0$372,046$448,436$763,275
Total expenses$31,913,329$33,387,670$44,407,929$46,839,333$61,900,154$70,610,691$83,793,658$100,890,354
Program services$0$0$0$0$0$0$0$0
Management and general$0$0$0$0$0$0$0$0
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$54,545,621$63,416,440$63,436,706$70,034,425$76,618,021$96,676,338$162,177,450$164,280,695
Excess or (deficit) for the year$-525,296$-4,606,831$-5,978,612$2,926,816$-2,345,783$1,293,798$18,291,787$22,370,387
Net assets or fund balances at beginning of year$54,393,912$54,545,621$63,416,440$63,436,706$70,034,425$76,618,021$96,676,338$163,185,623
Other changes in net assets or fund balances$677,005$13,477,650$5,998,878$3,670,903$8,929,379$18,764,519$47,209,325$-21,275,315
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$100,890,354$0$0$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$96,229,842
Compensation of current officers, directors, key employees, etc.$118,420$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$1,179,971$0$0$0
Pension plan contributions not included above$262,453$0$0$0
Employee benefits not included above$250,931$0$0$0
Payroll taxes$244,067$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$286,879$0$0$0
Legal fees$436,672$0$0$0
Supplies$88,734$0$0$0
Telephone$31,275$0$0$0
Postage and shipping$59,064$0$0$0
Occupancy$311,156$0$0$0
Equipment rental and maintenance$44,514$0$0$0
Printing and publications$8,838$0$0$0
Travel$44,214$0$0$0
Conferences, conventions, and meetings$11,539$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$34,017$0$0$0
Other expenses not covered above$1,247,768$0$0$0
Balance Sheets
20002001200220032004200520062007
Total assets$56,475,341$65,488,256$67,112,981$80,449,929$78,707,039$102,162,754$165,699,304$169,742,508
Cash - non-interest-bearing$1,534,653$1,483,967$4,676,005$3,223,757$5,233,629$17,824,155$0$2,444
Savings and temporary cash investments$2,108,753$668,961$4,596,135$15,327,158$8,694,258$8,425,354$42,920,059$56,492,458
Accounts receivable less allowance for doubtful accounts$4,527,566$5,704,274$3,382,821$5,736,589$5,566,303$8,185,413$9,852,942$12,717,434
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$21,539$13,708$46,490$46,909$35,341$42,402$41,221$56,904
Investments - publicly-traded securities$89,432,741$83,633,504
Investments - other securities$48,165,340$57,007,284$54,226,751$55,985,167$59,099,346$67,625,056$23,373,665$16,785,795
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$117,490$212,251$184,779$130,349$78,162$60,374$78,676$53,969
Other assets, including program-related investments$0$397,811$0$0$0$0$0$0
Total liabilities$1,929,720$2,071,816$3,676,275$10,415,504$2,089,018$5,486,416$3,521,854$5,461,813
Accounts payable and accrued expenses$1,929,720$1,808,159$3,601,231$2,554,312$1,868,096$3,147,624$3,073,105$4,178,945
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$263,657$75,044$7,861,192$220,922$2,338,792$448,749$1,282,868
Total liabilities and net assets/fund balances$56,475,341$65,488,256$67,112,981$80,449,929$78,707,039$102,162,754$165,699,304$169,742,508
Total net assets or fund balances$54,545,621$63,416,440$63,436,706$70,034,425$76,618,021$96,676,338$162,177,450$164,280,695
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$0$0$0$0$0$0$0$0
Total revenue, gains, and other support per audited financial statements$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$0$0$0$0$0$0$0$0
Total expenses and losses per audited financial statements$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
25$27,882$12,536$0
25$52,366$25,636$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings26
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 200648
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$223,158$7,193,750$115,843,833
Program service revenue
Program service revenue 1000000$000$0$94,783,043
Program service revenue 2000000$000$0$18,784,028
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$1,560,883
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$1,257,641$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$3,593,016$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment incomeOther financial vehicles$223,15800$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$2,295,697$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$47,396$715,879
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
19992000200120022003200420052006
Total$0$0$0$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0$0$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Management-Ila Managed Healthcare Employee Benefits Tr, Spelman William M Et Al Ttee111 Broadway 5th Floor, New York, NY 10006-1901NY1997-09$1,491,659,693
2Pension Comm Joint Industry Board Of The Electrical Industry158-11 Harry Van Arsdale Jr Ave, Flushing, NY 11365-3085NY1944-10$1,420,809,667
3Ibm Corp Medical & Dental Benefits Plan Tr P924351 Chase Manhattan Plz Ny1-A156, New York, NY 10005-1401NY1977-02$1,397,612,929
4Ibm Benefits Plan For Retired Employees1 Chase Plaza Ste 13th Fl, New York, NY 10005NY1988-01$1,094,470,340
5Building Service 32b-J Health Fund25 W 18th St Fl 4, New York, NY 10011-4676NY1978-05$971,598,562
6Medical Plan Of The Chase Manhattan BankBrooklyn, NY 11245NY$632,500,121
7Additional Security Benefits Plan Of The Electrical Industry158-11 Harry Van Arsdale Jr Avenue, Flushing, NY 11365-3085NY1970-01$579,507,115
8N Y C District Council Carpenters Welfare Fund395 Hudson Street, New York, NY 10014-3669NY1951-11$575,939,025
9United Technologies Corp Employees Benefit Plan TrustJpmorgan Chase Bank Na 1 Chase, New York, NY 10005NY1979-11$475,725,186
10Teamsters Managed Health Care Trust, Blasquez Ray TteePO BOX 757, Pleasanton, CA 94566-0075CA1991-10$58,641,034
11United Food & Commercial Workers Local 1000 & Kroger Dallas Health2010 Nw 150th Ave Ste 100, Pembroke Pnes, FL 33028-2888FL1998-06$42,032,340
12The Sealy Flexible Benefit Plan1 Office Parkway Rd, Trinity, NC 27370-9449NC1979-09$29,284,783
13Teamsters Retiree TrustPO BOX 2330, Stockton, CA 95201-2330CA1994-08$27,152,357
14Sheet Metal Workers 16 Health And Welfare FundPO BOX 4148, Portland, OR 97208-4148OR1955-12$20,130,012
15Ufcw & Employers Health & Welfare T Rust Fund3100 Broadway, Kansas City, MO 64111-2658MO1960-12$19,309,932
16Usw District 10 Local 286 Welfare Trust Fund410 N 8th St, Philadelphia, PA 19123-3903PA1968-02$16,102,246
17United Assn Of Journeymen & Apprntc, 198 Hlth & Welfr FundPO BOX 52749, Baton Rouge, LA 70892-2749LA1961-03$8,415,921
18The Nml Benefit Plans TrustPO BOX 3171, Milwaukee, WI 53201-3171WI2007-09$3,344,810
19Teamsters Union No 142 Health & Welfare Trust Fund1300 Clark Rd, Gary, IN 46404-1644IN1954-11$2,391,317
20United Public Service Emp Union Benefits Pl Tr, Boyle Kevin E Jr Ttee3555 Veterans Highway Suite 11, Ronkonkoma, NY 11779-7651NY1999-01$1,748,662
Number of organizations performing similar types of work
Alaska4
Alabama13
Arkansas6
Arizona19
California214
Colorado19
Connecticut44
District of Columbia23
Delaware6
Florida40
Georgia41
Hawaii21
Iowa25
Idaho5
Illinois226
Indiana45
Kansas18
Kentucky22
Louisiana10
Massachusetts79
Maryland58
Maine4
Michigan100
Minnesota79
Missouri75
Mississippi6
Montana7
North Carolina46
North Dakota6
Nebraska12
New Hampshire5
New Jersey130
New Mexico3
Nevada17
New York321
Ohio133
Oklahoma13
Oregon39
Pennsylvania198
Rhode Island19
South Carolina6
South Dakota2
Tennessee45
Texas112
Utah16
Virginia31
Vermont1
Washington66
Wisconsin62
West Virginia13
Wyoming1
International1
Total2,507

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