Nonprofit · EIN 11-3311185
ASSOCIATION OF BELLTEL RETIREES INC
Tax-exempt · COLD SPRING HARBOR, NY 11724
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $501,009 | $532,056 | -$31,047 | $269,203 | $54,060 | $215,143 |
| December 31, 2023 | 990 | $495,011 | $548,672 | -$53,661 | $310,687 | $70,402 | $240,285 |
| December 31, 2021 | 990 | $531,984 | $490,501 | $41,483 | $355,751 | $44,721 | $311,030 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $493,839
- Program service revenue
- $0
- Investment income
- $7,170
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $118,814
- Salaries, compensation and benefits (total)
- $128,236
- Professional fundraising fees
- $0
- Legal fees
- $48,195
- Accounting fees
- $31,624
- Travel
- $2,277
- Depreciation
- $400
- Program services (functional)
- $387,955
- Management and general (functional)
- $69,714
- Fundraising (functional)
- $74,387
Balance sheet and other
- Total assets, start of year
- $310,687
- Total assets, end of year
- $269,203
- Total liabilities, end of year
- $54,060
- Net assets, end of year
- $215,143
- Land, buildings and equipment
- $1,158
- Net assets without donor restrictions
- $214,693
- Net assets with donor restrictions
- $450
- Gross receipts
- $501,009
- Employees
- 2
- Volunteers
- 7
- Year formed
- 1996
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY MCMANUS | DIRECTOR Trustee or director, Officer | 1 | $0 |
| UNA KELLY | TREASURER Trustee or director, Officer | 34 | $0 |
| THOMAS M STEED | CHAIRMAN Trustee or director, Officer | 18 | $0 |
| DONALD R KAUFMANN | DIRECTOR Trustee or director | 5 | $0 |
| FRANK BRUZEK | CFO Trustee or director, Officer | 9 | $0 |
| THOMAS P BUTLER | DIRECTOR Trustee or director, Officer | 0 | $0 |
| LAURA WHITLOCK | DIRECTOR Trustee or director, Officer | 4 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY MCMANUS | DIRECTOR Trustee or director, Officer | 2 | $0 |
| UNA KELLY | TREASURER Trustee or director, Officer | 32 | $0 |
| THOMAS M STEED | CHAIRMAN Trustee or director, Officer | 18 | $0 |
| C WILLIAM JONES | (FORMER) BOARD MEMBER Trustee or director | 0 | $0 |
| DONALD R KAUFMANN | DIRECTOR Trustee or director | 4 | $0 |
| PAMELA M HARRISON | DIRECTOR Trustee or director | 31 | $0 |
| EILEEN T LAWRENCE | (FORMER) BOARD MEMBER Trustee or director | 0 | $0 |
| FRANK BRUZEK | CFO Trustee or director, Officer | 6 | $0 |
| THOMAS P BUTLER | DIRECTOR Trustee or director, Officer | 2 | $0 |
| LAURA WHITLOCK | DIRECTOR Trustee or director, Officer | 1 | $0 |
| ROBERT A REHM | FORMER (BOARD MEMBER) Trustee or director | 0 | $0 |
990 for the year ended December 31, 2021: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK K COHEN | (FORMER) CHAIRMAN Trustee or director, Officer | 38 | $0 |
| LIONEL BRANDON | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 6 | $0 |
| ROBERT G GAGLIONE | CFO Trustee or director, Officer | 2 | $0 |
| UNA KELLY | TREASURER Trustee or director, Officer | 26 | $0 |
| THOMAS M STEED | ASSISTANT TREASURER Trustee or director, Officer | 18 | $0 |
| JOHN KOLIMAGA | (FORMER) SECRETARY Trustee or director, Officer | 6 | $0 |
| DONALD R KAUFMANN | DIRECTOR Trustee or director | 2 | $0 |
| PAMELA M HARRISON | DIRECTOR Trustee or director | 4 | $0 |
| DAVID J SIMMONDS | (FORMER) DIRECTOR Trustee or director | 2 | $0 |
| JOHN W HYLAND | DIRECTOR Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 181 W MAIN STREET 2ND FLR, COLD SPRING HARBOR, NY 11724-1418
- In care of
- % STEF BAKER
- Principal officer (990 for 2024)
- FRANK BRUZEK, PO BOX 33, COLD SPRING HARBOR, NY 11724
- Signed the 990
- FRANK BRUZEK, CFO
- Phone
- (631) 367-3067
- Website
- WWW.BELLTELRETIREES.ORG
- Return prepared by
- FULLER LOWENBERG & CO CPAS PC
Mission
TO PROTECT AND ENHANCE THE PENSIONS AND BENEFITS OF THE RETIREES AND BENEFICIARIES OF THE COMPANIES AND SUBSIDIARIES THAT MAKE UP THE VERIZON AND IDEARC/SUPERMEDIA CORPORATIONS.
Program accomplishments
- NEWSLETTER - PUBLICATION OF QUARTERLY NEWSLETTER CONTAINING ESSENTIAL INFORMATION FOR RETIREES REGARDING THEIR PENSIONS AND BENEFITS.TOTAL NUMBER OF NEWSLETTERS MAILED OUT IN 2024: 65,009SPRING NEWSLETTER: 16,286SUMMER NEWSLETTER: 16,302FALL NEWSLETTER: 16,248WINTER NEWSLETTER: 16,173Expenses $187,850
- MEMBER SERVICES - PROVIDE SERVICES TO MEMBERS BY RESPONDING TO QUESTIONS REGARDING THEIR PENSIONS AND BENEFITS.Expenses $126,524
- PROXY SERVICES - TO PROMOTE CHANGES IN THE CORPORATE GOVERNANCE OF VERIZON COMMUNICATIONS WHICH ARE ESSENTIAL IN MEETING THE OBJECTIVE OF PROTECTING AND ENHANCING THE PENSIONS AND BENEFITS OF RETIREESExpenses $48,195
- LOBBYING - ACTIVELY ENGAGED IN EFFORTS TO PROMOTE AND PROTECT MEMBERS' BENEFITS AND WELLBEING.Expenses $25,386
- DE-RISKING - ACTIONS REQUIRED TO PROMOTE THE LEGAL PROTECTION OF THE PENSION FUNDS OF CERTAIN VERIZON MANAGEMENT RETIREES SUBJECTED TO "DE-RISKING." THE GOAL OF THIS SERVICE IS TO RETAIN ERISA PROTECTION FOR THESE RETIREES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 11-3311185
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20Z)
- Assets (IRS master file)
- $269,203
- Income (IRS master file)
- $501,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $501,009 | $532,056 | $269,203 | XML |
| 990 | December 2023 | $495,011 | $548,672 | $310,687 | XML |
| 990 | December 2022 | $502,183 | $511,751 | $368,799 | IRS |
| 990 | December 2021 | $531,984 | $490,501 | $355,751 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3311185).
Questions about ASSOCIATION OF BELLTEL RETIREES INC
- What is the EIN of ASSOCIATION OF BELLTEL RETIREES INC?
- The employer identification number (EIN) of ASSOCIATION OF BELLTEL RETIREES INC is 11-3311185.
- Is ASSOCIATION OF BELLTEL RETIREES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ASSOCIATION OF BELLTEL RETIREES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASSOCIATION OF BELLTEL RETIREES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASSOCIATION OF BELLTEL RETIREES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION OF BELLTEL RETIREES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ASSOCIATION OF BELLTEL RETIREES INC?
- The 990 for the year ended December 31, 2024 names FRANK BRUZEK.
- Who are the officers and directors of ASSOCIATION OF BELLTEL RETIREES INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does ASSOCIATION OF BELLTEL RETIREES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $501,009, expenses of $532,056 and total assets of $269,203 at year end.
Other nonprofits in COLD SPRING HARBOR
- MIRACLE OF HELP USA INC EIN 83-3685296 · last filed 990 for 2024