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Nonprofit · EIN 85-2226222

SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR

Tax-exempt · BOHEMIA, NY 11716

Financials

$3.5M$48K2023$3.6M$105K2024
Revenue Expenses · by fiscal year end
Financials of SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,599,770$104,619$3,495,151$17,889,060$0$17,889,060
December 31, 2023990$3,508,500$47,572$3,460,928$13,348,500$0$13,348,500
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,196,108
Investment income
$403,662
Net gain from sales of assets
-$1,387
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,400
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$11,150
Travel
$660

Balance sheet and other

Total assets, start of year
$13,348,500
Total assets, end of year
$17,889,060
Total liabilities, end of year
$0
Net assets, end of year
$17,889,060
Publicly traded securities
$17,472,947
Net assets without donor restrictions
$17,889,060
Gross receipts
$3,601,157
Employees
0
Volunteers
0
Year formed
2020
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.

NameTitleHours / weekCompensationFrom related orgs
DANIEL C LEVLERFINANCIAL OVERSIGHT CHAIRMAN
Officer
5$0$37,858
JAMES EDDINGSVICE CHAIR
Trustee or director
5$0$3,600
GORDON WARNOKCHAIR
Trustee or director
5$0$0
SCOTT MIRABELLATREASURER
Trustee or director
5$0$0
SANDRA PALMERRECORDING SECRETARY
Trustee or director
5$0$0
CHARLES BARTHATRUSTEE
Trustee or director
5$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgs
DANIEL C LEVLERFOC CHAIRMAN
Officer
5$0$37,801
JAMES EDDINGSTRUSTEE VICE CHAIR
Trustee or director
5$0$3,600
GORDON WARNOKTRUSTEE CHAIR
Trustee or director
5$0$0
SCOTT MIRABELLATRUSTEE, TREASURER
Trustee or director
5$0$0
SANDRA PALMERTRUSTEE, RECORDING SECRETA
Trustee or director
5$0$0
CHARLES BARTHATRUSTEE
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
SUPPLEMENTAL BENEFITS FUND TRUST 30, BOHEMIA, NY 11716-0000
In care of
% DANIEL LEVLER
Mailing address (990-N for 2020)
30 ORVILLE DRIVE NO A, BOHEMIA NY 11716
Principal officer (990 for 2024)
TERRY MACCARRONE, 30 ORVILLE DRIVE A, BOHEMIA, NY 11716
Principal officer (990-N for 2020)
TREASURER, 30 ORVILLE DRIVE NO A, BOHEMIA NY 11716
Signed the 990
TERRY MACCARRONE, FINANCIAL OVERSIGHT CHAIRMAN
Phone
(631) 589-8400
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

Mission

THE TRUST IS CREATED, ESTABLISHED, AND MAINTAINED. THE TRUSTEES AGREE TO RECEIVE FUNDS FROM THE COUNTY OF SUFFOLK, AND TO HOLD ALL MONEY OR PROPERTY RECIEVED AND ADMINISTER IT BY WAY OF SELF-ADMINISTRATION FOR THE PURPOSE OF PROVIDING AND MAINTAINING SUPPLEMENTAL BENEFITS TO PARTICIPANTS AND MEMBERS, AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION OF THE PLAN IN ACCORDANCE WITH THE PROVISIONS SET FORTH IN THE AGREEMENT HEREIN AND IN THE PLAN TO DEVISE AND IMPLEMENT SUCH OTHER PROCEDURES AND PROGRAMS AS MAY BE NECESSARY OR FAVORABLE FROM TIME TO TIME TO FULFILL THE FORGOING OBJECTIVES.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST IS CREATED, ESTABLISHED, AND MAINTAINED. THE TRUSTEES AGREE TO RECEIVE FUNDS FROM THE COUNTY OF SUFFOLK, AND TO HOLD ALL MONEY OR PROPERTY RECIEVED AND ADMINISTER IT BY WAY OF SELF-ADMINISTRATION FOR THE PURPOSE OF PROVIDING AND MAINTAINING SUPPLEMENTAL BENEFITS TO PARTICIPANTS AND MEMBERS, AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION OF THE PLAN IN ACCORDANCE WITH THE PROVISIONS SET FORTH IN THE AGREEMENT HEREIN AND IN THE PLAN TO DEVISE AND IMPLEMENT SUCH OTHER PROCEDURES AND PROGRAMS AS MAY BE NECESSARY OR FAVORABLE FROM TIME TO TIME TO FULFILL THE FORGOING OBJECTIVES.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-2226222
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$17,889,060
Income (IRS master file)
$3,601,157

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,599,770$104,619$17,889,060XML
990December 2023$3,508,500$47,572$13,348,500XML
990December 2022$3,574,108$35,033$9,138,162IRS
990December 2021–––IRS
990-N for 2020
Officer: TREASURER
December 31, 2020≤ $50,000 receipts––e-Postcard
990December 2020–––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 85-2226222).

Questions about SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR

What is the EIN of SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR?
The employer identification number (EIN) of SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR is 85-2226222.
Is SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
Are donations to SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD 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 SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR 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 SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR 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 SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR?
The 990 for the year ended December 31, 2024 names TERRY MACCARRONE.
Who are the officers and directors of SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,599,770, expenses of $104,619 and total assets of $17,889,060 at year end.

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