2024-05-06T15:31:54-05:00 2023-06-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-07-01 237424757 THOMAS SHORTMAN TRAINING SCHOLARSHIP AND SAFETY FUND % DEANNE RODNEY THOM 2125392778 25 WEST 18TH STREET NEW YORK NY 100114676 ELAINE J POMMELLS DIR OF FINANCE/ADMIN 2125392778 2024-03-28 true ELAINE J POMMELLS 999009999 RICHARD L RUVELSON P00234075 3012726000 2 2022 2023-04-26 12:10:37Z EMANUAL PASTREICH 25 WEST 18TH STREET NEW YORK NY 10011 20654030 false X WWW.32BJFUNDS.ORG X 1974 NY THE FUND PROVIDES TRAINING, SCHOLARSHIPS AND SAFETY PROGRAMS TO ELIGIBLE PARTICIPANTS EMPLOYED IN THE BUILDING SERVICE INDUSTRY UNDER COLLECTIVE BARGAINING. 6 6 286 0 0 0 93320 48969 18088951 19226934 468978 447629 385754 371325 19037003 20094857 584826 559221 0 0 8636762 10219490 0 0 0 9322830 10099065 18544418 20877776 492585 -782919 23159088 23428571 1227140 2107734 21931948 21320837 X SEE SCHEDULE O false false 18312724 19438061 TRAINING AND EDUCATION PROGRAMS FOR APPROXIMATELY 108,445 MEMBERS. 559221 559221 SCHOLARSHIPS PROGRAM WITH APPROXIMATELY 34 INDIVIDUALS AWARDED UNDER THE PROGRAM. 18871945 true true false false false false false false false false true false false false true true true false true false false false false false false false false false true true false false false false false false false false false false false false false true false true false true 38 0 true 286 true false false false false false false false false false false false false X 6 6 true false false false false true false true true false false true true true true true true true true false MA NY X DEANNE RODNEY 2123883296 25 WEST 18TH STREET NEW YORK NY 10011 X PETER GOLDBERGER EXECUTIVE DIRECTOR 0.87 34.13 X 0 321946 41659 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 0.0 35.0 X 0 278500 49814 STEVE JENKINS DIRECTOR OF OPERATIONS 0.64 34.36 X 0 267107 39481 RANDI FARBER DIR, TECHNOLOGY & OPERATIONS 0.31 34.69 X 0 257608 40976 THOMAS ORMSBY DIR OF BILLING/COLLECTIONS 0.25 34.75 X 0 240186 41144 ELAINE POMMELLS DIRECTOR OF FINANCE/ADMIN 0.45 34.55 X 0 238623 40516 CORA OPSAHL HEALTH FUND DIRECTOR 0.0 35.0 X 0 239165 38706 LINDA NELSON DIRECTOR OF TRAINING FUND 35.0 0.0 X 237290 0 38243 MARGARET NAPIER DIRECTOR OF COMPLIANCE 0.25 34.75 X 0 223778 48745 MALGORZATA GAPINSKA DIR OF INFO MANAGEMENT 0.0 0.0 X 0 224703 41785 KYLE BRAGG TRUSTEE (thru 01/25/2023) 1.0 4.0 X 0 0 0 HOWARD I ROTHSCHILD TRUSTEE/SECRETARY 1.0 4.0 X X 0 0 0 JEFFREY BRODSKY TRUSTEE 1.0 4.0 X 0 0 0 LARRY ENGELSTEIN TRUSTEE 1.0 4.0 X 0 0 0 DENIS JOHNSTON TRUSTEE 1.0 4.0 X 0 0 0 EMANUEL PASTREICH TRUSTEE 1.0 4.0 X 0 0 0 JOHN C SANTORA TRUSTEE 1.0 4.0 X 0 0 0 FRED WARD TRUSTEE 1.0 4.0 X 0 0 0 SHIRLEY ALDEBOL DEPUTY TRUSTEE 1.0 4.0 X 0 0 0 ELIZABETH BAKER DEPUTY TRUSTEE 1.0 4.0 X 0 0 0 BROOKE JENKINS-LEWIS DEPUTY TRUSTEE 1.0 4.0 X 0 0 0 JOHN SANTOS DEPUTY TRUSTEE 1.0 4.0 X 0 0 0 ROBERT SCHWARTZ DEPUTY TRUSTEE 1.0 4.0 X 0 0 0 HARRY WEINBERG DEPUTY TRUSTEE 1.0 4.0 X 0 0 0 CADIS TALL DEPUTY UNION TRUSTEE 1.0 4.0 X 0 0 0 237290 2291616 421069 7 false true false HH GRAPHIC PRINT COMMUNICATIONS 400 GOTHAM PARKWAY CARLSTADT NJ 07072 PRINTING SERVICES 241106 Nicholas Prigo LLC 4931 Gainsport Circle IRVINE CA 92604 CONSULTING 249864 DG3 North America Inc 100 Burma Rd JERSEY CITY NJ 07305 PRINTING 122720 3 23969 25000 48969 EMPLOYERS' CONTRIBUTIONS 525100 19226934 19226934 19226934 456802 456802 0 0 160198 160198 0 160198 160198 550000 559173 -9173 -9173 -9173 0 0 0 0 0 0 0 0 0 REIMBURSED ADMINISTRATIVE EXPENSES 900099 102589 102589 OTHER INCOME 900099 24979 24979 INTEREST INCOME (EMPLOYERS) 900099 83214 83214 345 345 211127 20094857 19438061 607827 0 559221 559221 0 0 282963 282963 0 7333300 6538629 794671 593575 593575 1355005 1068435 286570 654647 590412 64235 0 65713 65713 40000 40000 0 0 28000 28000 701827 600941 100886 0 817096 505775 311321 340531 277976 62555 0 4444027 4430312 13715 0 0 135946 131096 4850 0 0 152889 152889 60239 4470 55769 OFFSITE CLASSROOM/INSTRUCTION 2199435 2199435 BOOKS 384065 384065 COMPLIANCE PUBLICATIONS 299915 299915 CLASSROOM MATERIALS 273887 273887 155495 130838 24657 20877776 18871945 2005831 0 0 0 715350 765383 1599691 1775789 59501 25793 0 0 0 0 0 0 0 0 179265 191475 10481356 6605482 3961642 3875874 16619944 16689380 0 0 0 0 0 0 23695 104877 23159088 23428571 1227140 1538520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 569214 1227140 2107734 X 0 0 0 0 21931948 21320837 21931948 21320837 23159088 23428571 -782919 171808 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6143189 3249487 2893702 2128254 1550316 577938 2209913 1805679 404234 3875874 0 DUE TO AFFILIATES - NET 485277 LEASE LIABILITY 83937 569214 X 19975878 171808 171808 19804070 28000 262787 290787 20094857 20586989 20586989 28000 262787 290787 20877776 PART X, LINE 2 - FIN 48 FOOTNOTE: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize an income tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the tax positions taken by the Plan and concluded that as of June 30, 2023 and 2022 there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax-related interest or penalties for the periods presented in these financial statements. PART XI, LINE 4B-OTHER REVENUES NOT INCLUDED ON F/S, INCLUDED ON RETURN: $ 102,589 REIMBURSED ADMINISTRATIVE EXPENSES $ 160,198 RENTAL INCOME ---------- $ 262,787 ========== PART XII, LINE 4B-OTHER EXPENSES NOT INCLUDED ON F/S; INCLUDED ON RETURN: $ 102,589 REIMBURSED ADMINISTRATIVE EXPENSES $ 160,198 RENTAL INCOME ---------- $ 262,787 ========== true true true true true true true false false false false false false false false true false true PART I, LINE 3 - NON-DISCRIMINATION POLICY PUBLICATION: ALL ELIGIBLE PARTICIPANTS HAVE BEEN INFORMED OF ELIGIBILITY ON A NON-DISCRIMINATORY BASIS BY FUND PUBLICATIONS, MEETINGS AND NOTICES. PART I, LINE 6A - AID OR ASSISTANCE FROM GOVERNMENT AGENCY: The New York State Department of Labor - OSHA grant received is for Targeted Safety Training. This consists of training in OSHA topics specific to our industry classes (Electrical Safety, Proper Lifting, Safely Working on Ladders, Bloodborne Pathogens, etc.). true THOMAS SHORTMAN SCHOLARSHIPS 34 551721 PART I LINE 2 - MONITORING THE USE OF GRANT FUNDS: UPON THE AWARDING OF A SCHOLARSHIP, THE FUND DIRECTLY PAYS THE COLLEGE OR UNIVERSITY FOR EACH STUDENT UPON THE CONDITION THAT THE FUND VERIFIES FULL-TIME ENROLLMENT AND THE STUDENT IS IN GOOD ACADEMIC STANDING. false false false false false false false false false PETER GOLDBERGER EXECUTIVE DIRECTOR 0 302473 0 17572 0 1901 0 19471 0 24507 0 365924 0 0 ELAINE POMMELLS DIRECTOR OF FINANCE/ADMIN 0 228228 0 8946 0 1449 0 16248 0 26797 0 281668 0 0 STEVE JENKINS DIRECTOR OF OPERATIONS 0 256610 0 9923 0 574 0 17293 0 23573 0 307973 0 0 LINDA NELSON DIRECTOR OF TRAINING FUND 223480 0 12912 0 898 0 16055 0 22774 0 276119 0 0 0 RANDI FARBER DIR, TECHNOLOGY & OPERATIONS 0 242014 0 14058 0 1536 0 16895 0 24081 0 298584 0 0 MARGARET NAPIER DIRECTOR OF COMPLIANCE 0 210619 0 12313 0 846 0 25257 0 23488 0 272523 0 0 THOMAS ORMSBY DIR OF BILLING/COLLECTIONS 0 224398 0 13091 0 2697 0 16187 0 24957 0 281330 0 0 MALGORZATA GAPINSKA DIR OF INFO MANAGEMENT 0 211423 0 12981 0 299 0 15708 0 26077 0 266488 0 0 CORA OPSAHL HEALTH FUND DIRECTOR 0 234423 0 4519 0 223 0 16149 0 22557 0 277871 0 0 FARNAZ TAMARI DIRECTOR, DENTAL CENTER 0 267578 0 10650 0 272 0 18087 0 31727 0 328314 0 0 PART I, LINE 3 - METHODS FOR ESTABLISHING COMPENSATION: THE EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ORGANIZATION THAT ALLOCATES A PORTION OF THE EXECUTIVE DIRECTOR'S TIME TO THE FUND AND IS INCLUDED IN ADMIN SALARIES & EXPENSES OF THE FUNCTIONAL EXPENSES. THE RELATED ORGANIZATION USES THE METHODS OF INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY AND APPROVAL BY THE BOARD IN ESTABLISHMENT OF THE EXECUTIVE DIRECTOR'S COMPENSATION. PART III, LINE 1 - ORGANIZATION'S MISSION: THE FUND PROVIDES TRAINING, SCHOLARSHIP AND SAFETY PROGRAMS TO ELIGIBLE PARTICIPANTS EMPLOYED IN THE BUILDING SERVICES INDUSTRY WHO ARE COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS OR PARTICIPATION AGREEMENTS. THE FUND IS AIMED AT UPGRADING AND IMPROVING INDUSTRY SKILLS, PROVIDING TRAINING AND CLASSES TO IMPROVE COMPUTER AND ACADEMIC SKILLS, PROVIDING SCHOLARSHIPS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS, AND PROVIDING SAFETY PROGRAMS ASSISTING PARTICIPANTS IN PREVENTING INJURY OR ILLNESS ON THE JOB. PART VI, SECTION A, LINE 1A - EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE THOMAS SHORTMAN TRAINING, SCHOLARSHIP, AND SAFETY FUND SHALL CONSIST OF TWO TRUSTEES OF THE FUND. THE COMMITTEE IS DELEGATED FULL AUTHORITY TO ACT ON SUCH MATTERS AS IT SHALL DETERMINE TO REQUIRE ACTION BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, EXCEPT FOR AMENDMENTS TO THE TRUST AGREEMENT AND ANY MATTERS WHICH REQUIRE UNANIMOUS ACTION BY THE BOARD OF TRUSTEES. PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: TRUSTEES KYLE BRAGG, SHIRLEY ALDEBOL, LARRY ENGELSTEIN, EMANUEL PASTREICH AND DEPUTY TRUSTEES ELIZABETH BAKER AND JOHN SANTOS HAVE A BUSINESS RELATIONSHIP THROUGH SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ, RESPECTIVELY. TRUSTEE HOWARD ROTHSCHILD AND DEPUTY TRUSTEES, HARRY WEINBERG, AND ROBERT SCHWARTZ HAVE A BUSINESS RELATIONSHIP THROUGH REALTY ADVISORY BOARD ON LABOR RELATIONS, INC., RESPECTIVELY. PART VI, SECTION A, LINE 7A - APPOINTMENT OF TRUSTEES: IF A UNION TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 32BJ HAS THE POWER TO APPOINT A SUCCESSOR UNION TRUSTEE FOR THE FUND. IF AN EMPLOYER TRUSTEE VACANCY ARISES, THE FUND'S TRUST AGREEMENT PROVIDES THAT THE REALTY ADVISORY BOARD HAS THE POWER TO APPOINT A SUCCESSOR EMPLOYER TRUSTEE FOR THE FUND. PART VI, SECTION B, LINE 11B - REVIEW OF FORM 990: THE FORM 990 IS REVIEWED BY THE FUND'S ACCOUNTING DEPARTMENT. THE FINAL FORM 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY: THE FUND IS SUBJECT TO THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED ("ERISA") AND THE FIDUCIARY STANDARDS OF ERISA, INCLUDING THE PROHIBITED TRANSACTIONS PROVISIONS, WHICH CONSTITUTES THE FUND'S CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THOSE PROVISIONS AS REQUIRED BY ERISA ALONG WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS. IN ADDITION, THE FUND HAS AN ESTABLISHED CODE OF ETHICAL CONDUCT POLICY, WHICH INCLUDES A CONFLICT OF INTEREST POLICY. PART VI, SECTION C, LINE 15A/15B-TOP MGT OFFICIALS COMPENSATION: THE FUND RETAINED AN INDEPENDENT CONSULTANT THAT CONDUCTED SEARCHES ON A LOCAL AND NATIONAL LEVEL FOR SIMILAR JOBS AND DETERMINED REASONABLENESS OF THE FUND'S COMPENSATION BASED ON THE BENEFITS THE FUND PROVIDES AND OTHER INTERNAL FACTORS. THE CONSULTANT ALSO BUILT A SALARY STRUCTURE FOUNDATION FOR THE FUND AND THAT STRUCTURE IS REVIEWED ANNUALLY AND ADJUSTED WHEN APPROPRIATE. IN ADDITION, THE DIRECTOR OF HUMAN RESOURCES SUBSCRIBES TO AN ONLINE COMPENSATION SURVEY THAT IS USED AS A TOOL IN REVIEWING THE FUND'S COMPENSATION FOR COMPARABILITY PURPOSES AGAINST THE CURRENT JOB MARKET. PART VI, SECTION C, LINE 19 - GOVERNING DOCUMENTS: THE FUND MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BENEFICIARIES, THE SPONSORING UNION, AND CONTRIBUTING EMPLOYERS AS REQUIRED BY ERISA. BD OF TRUSTEES THOMAS SHORTMAN TRAINING 25 WEST 18TH STREET NEW YORK NY 10011 PLAN SPONSOR NY false BUILDING SERVICE 32BJ PENSION FUND 25 WEST 18TH STREET NEW YORK NY 10011 131879376 PENSION BENEF NY 401(A) false BUILDING SERVICES 32BJ LEGAL SERVICES 25 WEST 18TH STREET NEW YORK NY 10011 136841620 LEGAL SERVICE NY 501(C)(9) false BUILDING SERVICES 32BJ HEALTH FUND 25 WEST 18TH STREET NEW YORK NY 10011 132928869 HEALTH BENEF NY 501(C)(9) false BUILDING SERVICES 32BJ SRSP FUND 25 WEST 18TH STREET NEW YORK NY 10011 133507075 profit share NY 401(K) false 32BJ LABOR INDUSTRY COOPERATION TRUST FU 25 W 18TH ST FL 4 NEW YORK NY 10011 882441229 Labor Org NY 501(c)(5) false false false false false false false false false false false false false false true true false false true true BUILDING SERVICES 32BJ HEALTH FUND N 3032089 allocation cost BUILDING SERVICES 32BJ HEALTH FUND O 665439 allocation cost BUILDING SERVICES 32BJ HEALTH FUND R 1962578 allocation cost BUILDING SERVICES 32BJ PENSION PLAN R 289091 percentage BLDG SVCS 32BJ SUPPL RETIREMENT SVGS PLAN R 287747 percentage BUILDING SERVICES 32BJ HEALTH FUND R 1230391 allocation cost