2026-04-15T11:57:26-05:00 2025-05-31 510545975 PETER DECARLO CPA PLLC 125 WOLF ROAD SUITE 112 ALBANY NY 12205 990 2024-06-01 133060718 PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM PUBL 5187851900 10 AIRLINE DRIVE 101 ALBANY NY 12205 STEPHANIE MCLEAN-BEATHLEY ADMINISTRATOR 5187851900 2026-04-15 1 1 PETER DECARLO CPA P00851470 5186508844 X 2024 2025-03-06 01:10:19Z WAYNE SPENCE 10 AIRLINE DRIVE 101 ALBANY NY 12205 54508278 0 X WWW.PEFMBP.COM X 1979 NY TO PROVIDE CERTAIN WELFARE BENEFITS TO MEMBERS. 5 3 0 0 -78769 1186 0 0 26750658 27427599 1399470 2339829 20726 43854 28170854 29811282 0 0 23168738 23459383 3751494 3481424 0 0 0 1594252 1770413 28514484 28711220 -343630 1100062 26892975 28988403 4243430 5425238 22649545 23563165 TO PROVIDE CERTAIN BENEFITS AND SERVICES TO MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO. 0 0 THE PROGRAM PROVIDED CERTAIN BENEFITS AND SERVICES TO APPROXIMATELY 55,000 ACTIVE AND 15,000 RETIRED MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, ON A VOLUNTARY BASIS. 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 1 0 1 1 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X STEPHANIE MCLEAN-BEATHLEY 5187851900 10 AIRLINE DRIVE SUITE 101 ALBANY NY 12205 WAYNE SPENCE TRUSTEE 1.00 35.00 X 0 119878 22321 JOSEPH DONAHUE TRUSTEE 1.00 35.00 X 0 66425 11646 DAVID DUBOFSKY TRUSTEE 1.00 18.00 X 0 0 0 MAUREEN KOZAKIEWICZ TRUSTEE 1.00 7.00 X 0 0 0 BERNADETTE O'CONNER TRUSTEE 1.00 18.00 X 0 0 0 JEANETTE SANTOS TRUSTEE - PAST 1.00 0.00 X 0 0 0 0 186303 33967 0 0 0 0 10 AIRLINE HOLDINGS LLC 8 STONERIDGE DRIVE LOUDONVILLE NY 12211 RENT 195363 FELDMAN KRAMER & MONACO PC 330 VANDERBILT MOTOR PARKWAY HAUPPAUGE NY 11788 LEGAL SERVICES BENEFITS 131920 LIPPES MATHIAS WEXLER & FRIEDMAN 50 FOUNTAIN PLAZA BUFFALO NY 14202 LEGAL SERVICES BENEFITS 120181 3 MEMBER CONTRIBUTIONS 525100 27009681 27009681 BENEFIT ADMINISTRATION FEES 525100 496687 496687 LIMITED PARTNERSHIP INCOME 531120 -78769 -78769 27427599 588899 588899 26447926 24696996 1750930 1750930 1750930 CREDIT CARD REBATES 525990 42468 42468 OTHER REVENUE 525990 1386 1386 43854 29811282 27550222 -78769 2339829 23459383 2300553 446480 569501 164890 96000 36372 127513 569800 19964 260995 39939 234750 26020 83827 50261 65425 CREDIT CARD PROCESSING 84655 PROVISION FOR DOUBTFUL 74892 28711220 228413 54941 1879064 1801262 1115492 1379432 379226 594128 261189 551078 458158 139765 92920 20227686 21470087 1772845 1824076 935582 1725270 26892975 28988403 3133803 3547472 161818 152121 947809 1725645 4243430 5425238 X 0 0 0 0 22649545 23563165 22649545 23563165 26892975 28988403 1100062 -456209 269767 0 X X 0 1 X 1 0 154663 86091 68572 314235 298574 15661 82180 73493 8687 92920 LIMITED PARTNERSHIP 1824076 F 1824076 RIGHT OF USE ASSET - OPERATING LEASE 1725270 1725270 LEASE LIABILITY - OPERATING LEASE 1725645 1725645 29227560 -456209 -456209 29683769 127513 127513 29811282 28583707 0 28583707 127513 127513 28711220 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 IS REVIEWED BY THE CHAIRPERSON OF THE BOARD OF TRUSTEES AND THE PROGRAM ADMINISTRATOR WITH ITS INDEPENDENT ACCOUNTANT. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES, OFFICERS, AND EMPLOYEES OF THE PROGRAM ANNUALLY DISCLOSE TO THE PROGRAM INTERESTS THAT COULD GIVE RISE TO PROHIBITED CONFLICTS OF INTEREST. EACH TRUSTEE SHALL ANNUALLY SIGN A STATEMENT, WHICH AFFIRMS THAT SUCH TRUSTEE HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURES REQUIRED BY LAW ARE AVAILABLE TO THE PUBLIC AT THE FUND'S OFFICE, UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROGRAM'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE DURING THE TAX YEAR IN EITHER THE PROGRAM'S OVERSIGHT OR SELECTION PROCESS. NEW YORK STATE PUBLIC EMPLOYEES FEDERATION 1168-70 TROY-SCHENECTADY ROAD LATHAM NY 12110 132808635 LABOR UNION NY 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 NEW YORK STATE PUBLIC EMPLOYEES FEDERATION O 2300553 CASH PAID NEW YORK STATE PUBLIC EMPLOYEES FEDERATION P 1136852 CASH PAID