Nonprofit · EIN 13-3060718
PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM
Tax-exempt · LATHAM, NY 12110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $29,811,282 | $28,711,220 | $1,100,062 | $28,988,403 | $5,425,238 | $23,563,165 |
| May 31, 2024 | 990 | $28,170,854 | $28,514,484 | -$343,630 | $26,892,975 | $4,243,430 | $22,649,545 |
| May 31, 2023 | 990 | $26,327,028 | $27,087,265 | -$760,237 | $24,985,841 | $3,815,064 | $21,170,777 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $27,427,599
- Investment income
- $2,339,829
- Net gain from sales of assets
- $1,750,930
- Other revenue
- $43,854
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $23,459,383
- Other salaries and wages
- $2,300,553
- Salaries, compensation and benefits (total)
- $3,481,424
- Professional fundraising fees
- $0
- Legal fees
- $96,000
- Accounting fees
- $36,372
- Occupancy
- $234,750
- Travel
- $26,020
- Depreciation
- $50,261
Balance sheet and other
- Total assets, start of year
- $26,892,975
- Total assets, end of year
- $28,988,403
- Total liabilities, end of year
- $5,425,238
- Net assets, end of year
- $23,563,165
- Land, buildings and equipment
- $92,920
- Publicly traded securities
- $21,470,087
- Gross unrelated business income
- -$78,769
- Gross receipts
- $54,508,278
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1979
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WAYNE SPENCE | TRUSTEE Trustee or director | 1 | $0 | $119,878 | $22,321 |
| JOSEPH DONAHUE | TRUSTEE Trustee or director | 1 | $0 | $66,425 | $11,646 |
| DAVID DUBOFSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MAUREEN KOZAKIEWICZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BERNADETTE O'CONNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEANETTE SANTOS | TRUSTEE - PAST Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WAYNE SPENCE | TRUSTEE Trustee or director | 1 | $0 | $113,250 | $21,020 |
| JOSEPH DONAHUE | TRUSTEE Trustee or director | 1 | $0 | $58,199 | $10,108 |
| DAVID DUBOFSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BERNADETTE O'CONNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEANETTE SANTOS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WAYNE SPENCE | TRUSTEE Trustee or director | 1 | $0 | $107,210 | $19,857 |
| JOSEPH DONAHUE | TRUSTEE Trustee or director | 1 | $0 | $50,432 | $9,101 |
| DAVID DUBOFSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BERNADETTE O'CONNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEANETTE SANTOS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 40 BRITISH AMERICAN BLVD, LATHAM, NY 12110-1421
- Principal officer (990 for 2024)
- WAYNE SPENCE, 10 AIRLINE DRIVE 101, ALBANY, NY 12205
- Signed the 990
- STEPHANIE MCLEAN-BEATHLEY, ADMINISTRATOR
- Phone
- (518) 785-1900
- Website
- WWW.PEFMBP.COM
- Return prepared by
- PETER DECARLO CPA PLLC
Mission
TO PROVIDE CERTAIN BENEFITS AND SERVICES TO MEMBERS OF THE NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO.
Program accomplishments
- 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.
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3060718
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $28,988,403
- Income (IRS master file)
- $54,508,278
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $29,811,282 | $28,711,220 | $28,988,403 | XML |
| 990 | May 2024 | $28,170,854 | $28,514,484 | $26,892,975 | XML |
| 990 | May 2023 | $26,327,028 | $27,087,265 | $24,985,841 | XML |
| 990 | May 2022 | $27,827,545 | $26,676,766 | $25,284,552 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 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 13-3060718).
Questions about PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM
- What is the EIN of PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM?
- The employer identification number (EIN) of PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM is 13-3060718.
- Is PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1992.
- Are donations to PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM 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 PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM?
- The 990 for the year ended May 31, 2025 names WAYNE SPENCE.
- Who are the officers and directors of PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM?
- The 990 for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PUBLIC EMPLOYEES FEDERATION MEMBERSHIP BENEFITS PROGRAM have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $29,811,282, expenses of $28,711,220 and total assets of $28,988,403 at year end.
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- WILDWOOD PROGRAMS INC EIN 22-2132752 · last filed 990 for 2025
- NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS CATASTROPHE MAJOR EIN 47-7358956 · last filed 990 for 2024
- SERVICE EMPLOYEES INTERNATIONAL UNION EIN 13-2808635 · last filed 990 for 2025