PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM

Address
10 AIRLINE DRIVE NO 101
ALBANY, NY 12205
Contact
Website: http://www.pefmbp.com
Phone: +1 (518) 785-1900
Nonprofit
NTEE: J40 - Labor Unions, Organizations
EIN: 13-3060718

Mission

TO PROVIDE CERTAIN BENEFITS AND SERVICES TO MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO.
 20172016201520142013
Basic features of the organization
Year of formation1979
Subsection code05
PF filing required0    
Metropolitan statistical area0160
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors1011 
Personnel
Baker, Patricia
Title    TRUSTEE - PAST
Name of key/compensated person    PATRICIA BAKER
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $3,409.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $41,085.00
Brynien, Kenneth
Title   TRUSTEE - PASTTRUSTEE
Name of key/compensated person   KENNETH BRYNIENKENNETH BRYNIEN
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$6,691.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$80,225.00
Comanzo, Thomas
Title TRUSTEE - PASTTRUSTEETRUSTEETRUSTEE
Name of key/compensated person THOMAS COMANZOTHOMAS COMANZOTHOMAS COMANZOTHOMAS COMANZO
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$1,754.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$29,679.00
Corse-Johnson, Barbara
TitleTRUSTEE    
Name of key/compensated personBARBARA CORSE-JOHNSON    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Cruz, Ricardo
TitleTRUSTEE - PASTTRUSTEE   
Name of key/compensated personRICARDO CRUZRICARDO CRUZ   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Fox, Joseph
Title    TRUSTEE - PAST
Name of key/compensated person    JOSEPH FOX
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $3,190.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $34,023.00
Garcia, Carlos
Title TRUSTEE - PASTTRUSTEETRUSTEETRUSTEE
Name of key/compensated person CARLOS GARCIACARLOS GARCIACARLOS GARCIACARLOS GARCIA
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 2.002.002.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $2,131.00$2,840.00$2,071.00$587.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $42,629.00$17,207.00$13,706.00$4,449.00
Howansky, Penny
TitleTRUSTEETRUSTEE   
Name of key/compensated personPENNY HOWANSKYPENNY HOWANSKY   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Igoe, Arlea
Title    TRUSTEE - PAST
Name of key/compensated person    ARLEA IGOE
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $2,564.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $44,067.00
Kent, Susan
Title TRUSTEE - PASTTRUSTEETRUSTEETRUSTEE
Name of key/compensated person SUSAN KENTSUSAN KENTSUSAN KENTSUSAN KENT
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 2.002.002.002.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $7,673.00$13,817.00$7,434.00$2,258.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $75,295.00$78,455.00$47,360.00$16,431.00
McLean-Beathley, Stephanie
TitleTRUSTEETRUSTEE   
Name of key/compensated personSTEPHANIE MCLEAN-BEATHLEYSTEPHANIE MCLEAN-BEATHLEY   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Santos, Gustavo
Title TRUSTEE - PASTTRUSTEETRUSTEETRUSTEE
Name of key/compensated person GUSTAVO SANTOSGUSTAVO SANTOSGUSTAVO SANTOSGUSTAVO SANTOS
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.001.001.002.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Spence, Wayne
TitleTRUSTEETRUSTEE - PAST   
Name of key/compensated personWAYNE SPENCEWAYNE SPENCE   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$11,660.00$5,691.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $66,970.00$28,937.00   
Ulmer, Barbara
TitleTRUSTEE - PASTTRUSTEETRUSTEETRUSTEE 
Name of key/compensated personBARBARA ULMERBARBARA ULMERBARBARA ULMERBARBARA ULMER 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$2,691.00$3,707.00$2,924.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$38,399.00$22,185.00$19,820.00 
Vero, Ron
TitleTRUSTEE - PASTTRUSTEE   
Name of key/compensated personRON VERORON VERO   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Wilkie, Kay
TitleTRUSTEE    
Name of key/compensated personKAY WILKIE    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO PROVIDE CERTAIN WELFARE BENEFITS TO MEMBERS.TO PROVIDE CERTAIN WELFARE BENEFITS TO MEMBERS.TO PROVIDE CERTAIN WELFARE BENEFITS TO MEMBERS.TO PROVIDE CERTAIN WELFARE BENEFITS TO MEMBERS.TO PROVIDE CERTAIN WELFARE BENEFITS TO MEMBERS.
Programs, including revenue & expenses
THE PROGRAM PROVIDED CERTAIN BENEFITS AND SERVICES TO APPROXIMATELY 51,000 ACTIVE AND 15,000 RETIRED MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, ON A VOLUNTARY BASIS.
Program descriptionTHE PROGRAM PROVIDED CERTAIN BENEFITS AND SERVICES TO APPROXIMATELY 51,000 ACTIVE AND 15,000 RETIRED MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, ON A VOLUNTARY BASIS.THE PROGRAM PROVIDED CERTAIN BENEFITS AND SERVICES TO APPROXIMATELY 51,000 ACTIVE AND 15,000 RETIRED MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, ON A VOLUNTARY BASIS.THE PROGRAM PROVIDED CERTAIN BENEFITS AND SERVICES TO APPROXIMATELY 51,000 ACTIVE AND 15,000 RETIRED MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, ON A VOLUNTARY BASIS.THE PROGRAM PROVIDED CERTAIN BENEFITS AND SERVICES TO APPROXIMATELY 54,000 ACTIVE AND 15,000 RETIRED MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, ON A VOLUNTARY BASIS.THE PROGRAM PROVIDED CERTAIN BENEFITS AND SERVICES TO APPROXIMATELY 54,000 MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, ON A VOLUNTARY BASIS.
Financial data
Revenue
Total revenue$25,777,761.00$24,365,355.00$24,476,106.00$25,085,265.00$22,407,698.00
Revenue from contributions (total)  $0.00$0.00$0.00
Investment income, current yr$1,063,937.00$1,309,947.00$1,380,361.00$1,204,939.00$1,255,021.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$81,585.00$61,273.00$49,689.00$67,297.00$85,314.00
Other revenue, current yr$37,435.00$32,741.00$38,926.00$97,966.00$703.00
Net unrelated business taxable revenue$48,984.00$19,523.00$39,546.00$39,464.00$16,392.00
Program service revenue (total)$24,676,389.00$23,022,667.00$23,056,819.00$23,782,360.00$21,151,974.00
Gross receipts$67,931,731.00$57,848,959.00$63,973,404.00$66,233,686.00$63,495,202.00
Other types of revenue
Miscellaneous revenue (total)$37,435.00$32,741.00$38,926.00$97,966.00$703.00
Income from dividends, interest, and similar investments$402,039.00$443,093.00$471,176.00$409,505.00$454,086.00
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$25,458,375.00$24,901,164.00$24,414,504.00$22,587,656.00$22,167,329.00
Fees for services
Legal fees (total)$75,000.00$75,000.00$75,000.00$84,205.00$81,000.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$114,188.00$115,123.00$123,771.00$117,203.00$107,259.00
Assets and liabilities
Total assets$24,971,714.00$23,496,571.00$25,163,056.00$23,944,755.00$22,115,238.00
Total assets, beginning of year$23,496,571.00$25,163,056.00$23,944,755.00$22,115,238.00$21,134,246.00
Total liabilities$2,556,941.00$2,083,013.00$1,995,234.00$1,311,613.00$2,596,351.00
Total liabilities, beginning of year$2,083,013.00$1,995,234.00$1,311,613.00$2,596,351.00$1,540,295.00
Net assets$22,414,773.00$21,413,558.00$23,167,822.00$22,633,142.00$19,518,887.00
Net assets, beginning of year$21,413,558.00$23,167,822.00$22,633,142.00$19,518,887.00$19,593,951.00
Other assets$115,643.00$88,212.00$56,724.00$168,263.00$121,281.00
Investments: other securities$1,760,705.00$1,559,352.00$1,269,118.00$1,147,708.00$1,135,000.00
Investments: publicly traded securities$18,637,389.00$17,867,990.00$20,461,346.00$19,437,668.00$16,611,650.00
Cash: non-interest bearing$318,838.00$284,031.00$15,251.00$5,232.00$5,460.00
Cash: non-interest bearing, beginning of year$284,031.00$15,251.00$5,232.00$5,460.00$4,363.00
Other financial variables
Revenue less expenses$319,386.00-$535,809.00$61,602.00$2,497,609.00$240,369.00
Advertising (total)$169,679.00$203,215.00$156,002.00$178,283.00$378,569.00
Savings & temp cash investment$2,156,999.00$2,528,556.00$1,830,905.00$1,410,655.00$2,703,021.00
Accounts receivable, net$993,815.00$472,275.00$911,897.00$938,722.00$967,667.00
Prepaid expenses & deferred charges$794,219.00$411,900.00$421,689.00$702,113.00$365,119.00
Accounts payable & accrued expenses$2,192,153.00$1,728,950.00$1,659,907.00$950,111.00$2,241,467.00
Deferred revenue$364,788.00$354,063.00$335,327.00$361,502.00$354,884.00
Total net assets or fund balances$22,414,773.00$21,413,558.00$23,167,822.00$22,633,142.00$19,518,887.00
Depreciation, depletion, amortization$138,452.00$110,445.00$105,496.00$118,033.00$210,360.00
Governance and accountability
Number of voting members55555
Number of independent voting members44221
Financial sheets auditedTrueTrueTrueTrueTrue
Audited on both consolidated and separate basisTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-06-012015-06-012014-06-012013-06-012012-06-01
Tax year end date2017-05-012016-05-012015-05-012014-05-012013-05-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Address changeTrue    
Date e-filing submitted2018-05-042017-09-062016-07-262015-05-262014-06-18
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.1
Filing identifier201811069349300221201741009349300144201600969349300810201541049349300044201411029349300506
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