NEW YORK STATE RETIREES PUBLIC EMP… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

JAMES CARR

Phone

5187851900

Tax Period

2023-01-01 to 2023-12-31

NEW YORK STATE RETIREES PUBLIC EMPLOYEES FEDERATION AFL-CIO, founded in 1984, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. The organization ran a surplus of $392K, a strong 38% operating margin.

Mission

THE PUBLIC EMPLOYEES FEDERATION RETIREES AFL/CIO EXISTS TO PROMOTE THE WELFARE OF ITS MEMBERS BY REPRESENTING THEM WITH RESPECT TO ALL TERMS AND CONDITIONS OF RETIREMENT. THE PEF RETIREES SHALL SUPPORT AND DEFEND ALL INTEREST OF STATE RETIREES, INCLUDING BUT NOT LIMITED TO SECURING ECONOMIC ADVANTAGE, ORGANIZING AND UNITING IN THIS ORGANIZATION ALL NEW YORK STATE RETIREES, COOPERATING WITH AND ASSISTING OTHER LABOR ORGANIZATIONS OR GROUPS WHOSE OBJECTIVES ARE CONSISTENT WITH THOSE OF THE ORGANIZATION, PROMOTING THE AIMS AND OBJECTIVES OF THE PUBLIC EMPLOYEES FEDERATION, STRENGTHENING AND SAFEGUARDING THIS ORGANIZATION BY EVERY MEANS SO THAT IT MAY CARRY OUT ITS PURPOSES, OBJECTIVES AND OBLIGATIONS. UTILIZING IN EVERY WAY THE PROPERTY AND FUNDS OF THIS ORGANIZATION IN ORDER TO ACHIEVE ITS PURPOSES AND OBJECTIVES AND PERFORM IT OBLIGATIONS, AND FOR SUCH OTHER PURPOSES DIRECTLY OR INDIRECTLY FURTHERING THE INTERESTS OF THIS ORGANIZATION AND ITS MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $639,513

THE NEW YORK STATE RETIREES PUBLIC EMPLOYEES FEDERATION, AFL-CIO IDENTIFIED ISSUES CONCERNING ITS APPROXIMATELY 20,100 MEMBERS' PENSION AND HEALTH CARE SECURITY, EDUCATED MEMBERS TO ENHANCE THEIR...

THE NEW YORK STATE RETIREES PUBLIC EMPLOYEES FEDERATION, AFL-CIO IDENTIFIED ISSUES CONCERNING ITS APPROXIMATELY 20,100 MEMBERS' PENSION AND HEALTH CARE SECURITY, EDUCATED MEMBERS TO ENHANCE THEIR RETIREMENT, PROVIDED ACCESS TO LOW COST MEMBERSHIP BENEFITS, ADOVACTED AND LOBBIED ON BEHALF OF MEMBERS ON MATTERS OF ECONOMIC SECURITY, WORKED IN SUPPORT OF CANDIDATES FOR PUBLIC OFFICE, AND COORDINATED WITH OTHER ORGANIZATIONS IN FURTHERANCE OF ITS MISSION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $894,137

Investment Income $112,699

Other Revenue $24,215

TOTAL REVENUE $1,031,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $295,365

Fundraising Expenses $0

Program Expenses $639,513

Other Expenses $344,148

TOTAL EXPENSES $639,513

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,031,051	$1,037,763	0.0%
Expenses	$639,513	$587,604	+0.1%
Net Income	$391,538	$450,159	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES CARR	PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN DANISH	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
MARK GRASMEYER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
ANGEL COOK	SECRETARY	3.00	Officer Director	$0	$0	$0
PATRICIA BAKER	EXECUTIVE BOARD	3.00	Director	$0	$0	$0
WILLIAM CROTTY	EXECUTIVE BOARD	3.00	Director	$0	$0	$0
MICHAEL KOPKIN	EXECUTIVE BOARD	3.00	Director	$0	$0	$0
DAVID KROBE	EXECUTIVE BOARD	3.00	Director	$0	$0	$0
PATRICK MCLAUGHLIN	EXECUTIVE BOARD	3.00	Director	$0	$0	$0
ROBERT VARANO	EXECUTIVE BOARD	3.00	Director	$0	$0	$0
ROBERT HARMS	REPRESENTATIVE TO PEF	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,031,051	$639,513	$3,332,802	$391,538
2022	$1,037,763	$587,604	$2,830,960	$450,159
2021	$934,591	$311,179	$2,674,308	$623,412
2020	$893,142	$401,294	$1,899,063	$491,848
2019	$580,257	$468,458	$1,340,718	$111,799
2018	$462,890	$407,530	$1,200,349	$55,360

NEW YORK STATE RETIREES PUBLIC EMPLOYEES FEDERATION AFL-CIO