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Smart Local 137 Insurance Fund

Local Union 137 Insurance Plan
  • Long Island City, NY
  • Tax-exempt since Dec. 1958
  • EIN: 13-5520944

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$7.28M (2023)

Expenses
$7.12M (2023)

Total Assets
$15.7M (2023)

Total Liabilities
$1.06M (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

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,280,231
Expenses
$7,124,147
Net Income
$156,084
Net Assets
$14,614,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,585,809
90.5%
Investment Income $119,033
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $575,275
7.9%
Net Inventory Sales $0
Other Revenue $114
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $237,689
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $236,546
3.3%
Assets/Debt
Total Assets $15,678,557
Total Liabilities $1,063,733
Net Assets $14,614,824
Compensation
Key Employees and Officers Compensation Related Other
Richard Basulto (Fund Administrator) $148,497 $0 $82,067
Russell Capaldo (Union Trustee) $4,408 $0 $2,717
Dante Dano Jr (Union Trustee) $0 $0 $0
Anthony Fotiadis (Union Trustee) $0 $0 $0
Kevin Going (Emplyr Trustee) $0 $0 $0
Jonathan Bragoli (Emplyr Trustee) $0 $0 $0
Shanna Peras (Emplyr Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 30, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,550,369
Expenses
$7,320,046
Net Income
-$769,677
Net Assets
$13,698,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,394,396
97.6%
Investment Income $153,937
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$742
Net Inventory Sales $0
Other Revenue $2,778
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $227,938
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $170,603
2.3%
Assets/Debt
Total Assets $14,718,521
Total Liabilities $1,020,221
Net Assets $13,698,300
Compensation
Key Employees and Officers Compensation Related Other
Richard Basulto (Fund Admin) $145,713 $0 $79,725
Russell Capaldo (Union Trustee) $1,547 $0 $953
Dante Dano Jr (Union Trustee) $0 $0 $0
Anthony Fotiadis (Union Trustee) $0 $0 $0
Kevin Going (Emplyr Trustee) $0 $0 $0
Jonathan Bragoli (Emplyr Trustee) $0 $0 $0
Shanna Peras (Emplyr Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 14, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,832,220
Expenses
$6,472,752
Net Income
-$640,532
Net Assets
$16,268,108
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,615
1.0%
Program Services $5,595,451
95.9%
Investment Income $188,637
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,923
Net Inventory Sales $0
Other Revenue $440
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $220,646
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $180,157
2.8%
Assets/Debt
Total Assets $17,314,410
Total Liabilities $1,046,302
Net Assets $16,268,108
Compensation
Key Employees and Officers Compensation Related Other
Richard Basulto (Fund Admin) $140,213 $0 $78,144
Russell Capaldo (Union Trustee) $1,483 $0 $806
Dante Dano Jr (Union Trustee) $0 $0 $0
Anthony Fotiadis (Union Trustee Eff 02/21) $0 $0 $0
Kevin Going (Emplyr Trustee) $0 $0 $0
Jonathan Bragoli (Emplyr Trustee) $0 $0 $0
Shanna Peras (Emplyr Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,036,464
Expenses
$5,564,718
Net Income
$471,746
Net Assets
$15,346,040
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,173,098
85.7%
Investment Income $139,206
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $724,160
12.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $214,071
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $186,175
3.3%
Assets/Debt
Total Assets $15,973,170
Total Liabilities $627,130
Net Assets $15,346,040
Compensation
Key Employees and Officers Compensation Related Other
Richard Basulto (Fund Admin) $136,878 $0 $74,996
Russell Capaldo (Union Trustee) $1,399 $0 $859
Dante Dano Jr (Union Trustee) $0 $0 $0
George L Senior Jr (Union Trustee Thru 09/20) $0 $0 $0
Kevin Going (Emplyr Trustee) $0 $0 $0
Jonathan Bragoli (Emplyr Trustee) $0 $0 $0
Shanna Peras (Emplyr Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 10, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,163,854
Expenses
$6,893,761
Net Income
-$729,907
Net Assets
$14,209,894
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,806,503
94.2%
Investment Income $149,090
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $208,261
3.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $196,824
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $180,061
2.6%
Assets/Debt
Total Assets $15,321,410
Total Liabilities $1,111,516
Net Assets $14,209,894
Compensation
Key Employees and Officers Compensation Related Other
Richard Basulto (Fund Admin) $119,280 $0 $72,566
Russell Capaldo (Union Trustee) $2,888 $0 $2,090
Dante Dano Jr (Union Trustee) $0 $0 $0
George L Senior Jr (Union Trustee) $0 $0 $0
Kevin Going (Emplyr Trustee) $0 $0 $0
Jonathan Bragoli (Emplyr Trustee) $0 $0 $0
Shanna Peras (Emplyr Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on June 25, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,739,668
Expenses
$6,507,321
Net Income
$1,232,347
Net Assets
$13,668,140
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,240,839
67.7%
Investment Income $174,551
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,320,232
30.0%
Net Inventory Sales $0
Other Revenue $4,046
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $178,378
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $189,755
2.9%
Assets/Debt
Total Assets $14,201,427
Total Liabilities $533,287
Net Assets $13,668,140
Compensation
Key Employees and Officers Compensation Related Other
Richard Basulto (Fund Admin) $107,066 $0 $69,239
Russell Capaldo (Union Trustee) $1,234 $0 $836
Dante Dano Jr (Union Trustee) $0 $0 $0
George L Senior Jr (Union Trustee) $0 $0 $0
Kevin Going (Emplyr Trustee) $0 $0 $0
Jonathan Bragoli (Emplyr Trustee) $0 $0 $0
Shanna Peras (Emplyr Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 11, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,677,999
Expenses
$6,047,317
Net Income
-$369,318
Net Assets
$15,104,936
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,269,917
92.8%
Investment Income $180,053
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $228,029
4.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $368,280
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $141,398
2.3%
Assets/Debt
Total Assets $15,629,242
Total Liabilities $524,306
Net Assets $15,104,936
Compensation
Key Employees and Officers Compensation Related Other
Lois A Fusco Thru 817 (Fund Admin) $136,430 $0 $74,818
Richard Basulto Eff 917 (Associate Admin) $89,883 $0 $66,660
Russell Capaldo (Union Trustee) $302 $0 $187
Dante Dano Jr (Union Trustee) $0 $0 $0
George L Senior Jr (Union Trustee) $0 $0 $0
Kevin Going (Emplyr Trustee) $0 $0 $0
Jonathan Bragoli (Emplyr Trustee) $0 $0 $0
Shanna Peras (Emplyr Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 23, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,615,455
Expenses
$5,629,621
Net Income
-$14,166
Net Assets
$14,519,946
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,100,720
90.8%
Investment Income $179,966
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $334,769
6.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $221,279
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $224,498
4.0%
Assets/Debt
Total Assets $15,431,688
Total Liabilities $911,742
Net Assets $14,519,946
Compensation
Key Employees and Officers Compensation Related Other
Lois A Fusco (Fund Admin.) $143,989 $0 $77,290
Dante Dano Jr (Union Trustee) $0 $0 $0
George Senior Jr (Union Trustee) $0 $0 $0
Christopher Villani Thru 916 (Union Trustee) $0 $0 $0
Russell Capaldo Eff 916 (Union Trustee) $0 $0 $0
Kevin Going (Emp. Trustee) $0 $0 $0
Frank Lettera Thru 616 (Emp. Trustee) $0 $0 $0
Shanna Peras Eff 716 (Emp Trustee) $0 $0 $0
Jonathan Bragoli (Emp Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on June 22, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,325,080
Expenses
$5,434,196
Net Income
-$109,116
Net Assets
$14,243,221
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,884,108
91.7%
Investment Income $213,532
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $227,440
4.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $213,992
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $229,433
4.2%
Assets/Debt
Total Assets $14,649,704
Total Liabilities $406,483
Net Assets $14,243,221
Compensation
Key Employees and Officers Compensation Related Other
Lois A Fusco (Fund Admin.) $141,856 $0 $72,136
Dante Dano Jr (Union Trustee) $0 $0 $0
Stephen Dodd Thru 515 (Union Trustee) $0 $0 $0
George Senior Jr (Union Trustee) $0 $0 $0
Kevin Going (Emp. Trustee) $0 $0 $0
Frank Lettera (Emp. Trustee) $0 $0 $0
Jonathan Bragoli (Emp Trustee) $0 $0 $0
Christopher Villani Eff 615 (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 6, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,330,859
Expenses
$5,713,236
Net Income
-$382,377
Net Assets
$14,681,152
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,828,616
90.6%
Investment Income $191,444
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $310,799
5.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $203,160
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $216,693
3.8%
Assets/Debt
Total Assets $15,334,898
Total Liabilities $653,746
Net Assets $14,681,152
Compensation
Key Employees and Officers Compensation Related Other
Lois A Fusco (Fund Admin.) $134,250 $0 $68,910
Dante Dano Jr (Union Trustee) $0 $0 $0
Stephen Dodd (Union Trustee) $0 $0 $0
George Senior Jr (Union Trustee) $0 $0 $0
Kevin Going (Emp. Trustee) $0 $0 $0
Frank Lettera (Emp. Trustee) $0 $0 $0
Jonathan Bragoli (Emp Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 21, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,698,030
Expenses
$5,098,243
Net Income
-$400,213
Net Assets
$14,770,709
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,511,207
96.0%
Investment Income $180,993
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,830
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $202,148
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $137,908
2.7%
Assets/Debt
Total Assets $15,150,492
Total Liabilities $379,783
Net Assets $14,770,709
Compensation
Key Employees and Officers Compensation Related Other
Lois A Fusco (Fund Admin.) $131,266 $0 $70,882
Paul Collinsjrto 813 (Union Trustee) $0 $0 $0
Dante Dano Jr (Union Trustee) $0 $0 $0
Stephen Dodd (Union Trustee) $0 $0 $0
George Senior Jr 913 (Union Trustee) $0 $0 $0
Kevin Going (Emp. Trustee) $0 $0 $0
Frank Lettera (Emp. Trustee) $0 $0 $0
Jonathan Bragoli (Emp Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 1, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,032,272
Expenses
$5,149,448
Net Income
-$117,176
Net Assets
$14,178,117
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,595,007
91.3%
Investment Income $171,606
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $265,659
5.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $191,693
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $135,378
2.6%
Assets/Debt
Total Assets $14,440,187
Total Liabilities $262,070
Net Assets $14,178,117

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,313,815
Expenses
$4,555,350
Net Income
-$241,535
Net Assets
$13,866,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,301,251
99.7%
Investment Income $111,193
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$98,629
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $174,617
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $109,467
2.4%
Assets/Debt
Total Assets $14,094,365
Total Liabilities $227,506
Net Assets $13,866,859

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

About This Data

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.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated