Local No 5 Municipal Employees Benefit Trust Fund

Floral Park, NY
Tax-exempt since March 1995
EIN: 11-2567086

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$370k (2023)

Expenses

$161k (2023)

Total Assets

$2.03M (2023)

Total Liabilities

$30k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$370,483

Expenses

$160,717

Net Income

$209,766

Net Assets

$1,995,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$129,888	35.1%
Investment Income	$240,595	64.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,025,437
Total Liabilities	$30,000
Net Assets	$1,995,437

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Kevin O'brien (Trustee)	$0	$0	$0

990

Filed on Feb. 17, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$224,161

Expenses

$98,406

Net Income

$125,755

Net Assets

$1,815,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$159,174	71.0%
Investment Income	$64,987	29.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,815,671
Total Liabilities	$0
Net Assets	$1,815,671

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Steve Ludwigson (Trustee)	$0	$0	$0
Kevin O'brien (Trustee)	$0	$0	$0

990

Filed on Feb. 26, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$397,262

Expenses

$143,597

Net Income

$253,665

Net Assets

$2,037,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$165,556	41.7%
Investment Income	$71,101	17.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$160,605	40.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,094,325
Total Liabilities	$57,000
Net Assets	$2,037,325

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Steven Ludwigson (Trustee)	$0	$0	$0

990

Filed on March 1, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$309,769

Expenses

$154,259

Net Income

$155,510

Net Assets

$1,783,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$157,520	50.9%
Investment Income	$41,571	13.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$110,678	35.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,833,060
Total Liabilities	$49,400
Net Assets	$1,783,660

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Steven Ludwigson (Trustee)	$0	$0	$0

990

Filed on April 3, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$391,390

Expenses

$169,619

Net Income

$221,771

Net Assets

$1,637,850

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$151,019	38.6%
Investment Income	$39,087	10.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$201,284	51.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,687,650
Total Liabilities	$49,800
Net Assets	$1,637,850

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Steven Ludwigson (Trustee)	$0	$0	$0

990

Filed on Feb. 26, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$95,356

Expenses

$140,960

Net Income

-$45,604

Net Assets

$1,404,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$160,062	> 100%
Investment Income	$47,772	50.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$112,478
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,438,525
Total Liabilities	$34,500
Net Assets	$1,404,025

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Steven Ludwigson (Trustee)	$0	$0	$0

990

Filed on March 11, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$299,054

Expenses

$134,855

Net Income

$164,199

Net Assets

$1,449,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$141,148	47.2%
Investment Income	$26,432	8.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$131,474	44.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,484,129
Total Liabilities	$34,500
Net Assets	$1,449,629

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Steven Ludwigson (Trustee)	$0	$0	$0

990

Filed on Feb. 25, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$210,206

Expenses

$124,984

Net Income

$85,222

Net Assets

$1,285,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$158,952	75.6%
Investment Income	$11,275	5.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$39,979	19.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,309,928
Total Liabilities	$24,500
Net Assets	$1,285,428

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Steven Ludwigson (Trustee)	$0	$0	$0

990

Filed on May 4, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$145,055

Expenses

$150,832

Net Income

-$5,777

Net Assets

$1,200,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$135,354	93.3%
Investment Income	$13,944	9.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$4,243

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,219,706
Total Liabilities	$19,500
Net Assets	$1,200,206

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Steven Ludwigson (Trustee)	$0	$0	$0

990

Filed on April 24, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$175,813

Expenses

$94,200

Net Income

$81,613

Net Assets

$1,205,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$117,894	67.1%
Investment Income	$57,919	32.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,225,483
Total Liabilities	$19,500
Net Assets	$1,205,983

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Ryan (Trustee)	$0	$0	$0
Steven Ludwigson (Trustee)	$0	$0	$0

990

Filed on Feb. 19, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$153,175

Expenses

$92,634

Net Income

$60,541

Net Assets

$1,124,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$126,244	82.4%
Investment Income	$26,931	17.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,143,857
Total Liabilities	$19,500
Net Assets	$1,124,357

Compensation

Key Employees and Officers	Compensation	Related	Other
Thomas Klein (Trustee)	$0	$0	$0
Thomas Ryan (Trustee)	$0	$0	$0

990

Filed on June 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$213,313

Expenses

$81,963

Net Income

$131,350

Net Assets

$947,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$133,630	62.6%
Investment Income	$20,085	9.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$205	0.1%
Net Inventory Sales	$0
Other Revenue	$59,393	27.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$966,552
Total Liabilities	$19,500
Net Assets	$947,052

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$161,198

Expenses

$79,129

Net Income

$82,069

Net Assets

$815,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$132,718	82.3%
Investment Income	$14,334	8.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,985	1.9%
Net Inventory Sales	$0
Other Revenue	$11,161	6.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$833,977
Total Liabilities	$18,275
Net Assets	$815,702

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated June 30, 2025

Local No 5 Municipal Employees Benefit Trust Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $370k (2023)

Expenses $161k (2023)

Total Assets $2.03M (2023)

Total Liabilities $30k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$370k (2023)

Expenses

$161k (2023)

Total Assets

$2.03M (2023)

Total Liabilities

$30k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004