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Nonprofit · EIN 13-3378857

DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR

Tax-exempt · NEW YORK, NY 10007

Financials

$4.3M$3.7M2022$4.2M$3.4M2023$3.7M$3.9M2024
Revenue Expenses · by fiscal year end
Financials of DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,722,144$3,919,199-$197,055$16,346,191$893,556$15,452,635
June 30, 2024990$4,241,316$3,398,518$842,798$14,996,189$708,988$14,287,201
June 30, 2023990$4,285,692$3,676,563$609,129$13,717,797$809,274$12,908,523
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,995,718
Investment income
-$277,255
Net gain from sales of assets
-$1,275,994
Other revenue
$3,681

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$3,675,852
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$91,042
Accounting fees
$37,000

Balance sheet and other

Total assets, start of year
$14,996,189
Total assets, end of year
$16,346,191
Total liabilities, end of year
$893,556
Net assets, end of year
$15,452,635
Publicly traded securities
$13,150,293
Gross receipts
$31,099,279
Employees
0
Volunteers
0
Year formed
1985
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JENNIFER LEVESQUETRUSTEE/ SECRETARY
Trustee or director, Officer
1$0
TERRANCE NEALTRUSTEE
Trustee or director
1$0
SARAI BANKSTRUSTEE
Trustee or director
1$0
MICHELLE GREENTRUSTEE - THRU 2/25
Trustee or director
1$0
JOSEPH REECETRUSTEE/ CHAIRPERSON
Trustee or director, Officer
1$0
SHANNON SHARPTRUSTEE
Trustee or director
1$0
DEBORAH ALLMANTRUSTEE
Trustee or director
1$0
SHABANA NOORHASSANTRUSTEE - THRU 12/24
Trustee or director
1$0
STACEY PAYTONTRUSTEE - EFF 3/25
Trustee or director
1$0
MAGALY MENDEZ-BRAVOCONTROLLER
Officer
1$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
JENNIFER LEVESQUETRUSTEE / CHAIRPERSON
Trustee or director
1$0
TERRANCE NEALTRUSTEE
Trustee or director
1$0
SARAI BANKSTRUSTEE
Trustee or director
1$0
MICHELLE GREENTRUSTEE
Trustee or director
1$0
JOSEPH REECETRUSTEE
Trustee or director
1$0
SHANNON SHARPTRUSTEE
Trustee or director
1$0
DEBORAH ALLMANTRUSTEE
Trustee or director
1$0
SHABANA NOORHASSANTRUSTEE
Trustee or director
1$0
YVETTE CHARMANTCONTROLLER - THRU 05/24
Officer
1$0
MAGALY MENDEZ-BRAVOCONTROLLER - EFF 06/24
Officer
1$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
JENNIFER LEVESQUETRUSTEE / CHAIRPERSON
Trustee or director
1$0
TERRANCE NEALTRUSTEE
Trustee or director
1$0
SARAI BANKSTRUSTEE
Trustee or director
1$0
MICHELLE GREENTRUSTEE
Trustee or director
1$0
JOSEPH REECETRUSTEE
Trustee or director
1$0
SHANNON SHARPTRUSTEE
Trustee or director
1$0
DEBORAH ALLMANTRUSTEE
Trustee or director
1$0
SHABANA NOORHASSANTRUSTEE
Trustee or director
1$0
YVETTE CHARMANTCONTROLLER
Officer
1$0

Address and contacts

Address (IRS master file)
125 BARCLAY ST, NEW YORK, NY 10007-2233
In care of
% GARY DEAN
Signed the 990
WILLIAM BIFULCO, ADMINISTRATOR
Phone
(212) 815-1345
Return prepared by
SCHULTHEIS & PANETTIERI LLP

Mission

TO PROVIDE CERTAIN HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE CERTAIN HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
13-3378857
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1986
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$16,346,191
Income (IRS master file)
$31,099,279

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,722,144$3,919,199$16,346,191XML
990June 2024$4,241,316$3,398,518$14,996,189XML
990June 2023$4,285,692$3,676,563$13,717,797XML
990June 2022$5,083,942$3,553,805$12,865,480IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 13-3378857).

Questions about DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR

What is the EIN of DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR?
The employer identification number (EIN) of DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR is 13-3378857.
Is DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1986.
Are donations to DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR 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 DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does DISTRICT COUNCIL 37 NY PUBLIC LIBRARY HEALTH & SECURITY PLAN TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,722,144, expenses of $3,919,199 and total assets of $16,346,191 at year end.

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