{"success":true,"data":{"_id":133901417,"filings":[{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provide accident, health and life insurance benefits to eligible members of barneys/retail employees union health fund.","primary_activities":"Provide accident, health and life insurance benefits to eligible members of barneys/retail employees union health fund.\n\nThe organization merged into the amalgamated national health fund.","year":2010,"name":"BARNEYSRETAIL EMPLOYEES UNION HEALTH FUND","phone":"2124753131","type":"990","principal_officer":"FRED J KAPLAN","year_formation":1996,"state_legal_domicile":"NY","total_volunteers":0,"tax_period_begin":"2010-09-01T00:00:00","tax_period_end":"2011-08-31T00:00:00","address":"33 WEST 14TH STREET, NEW YORK, NY, 10011, USA","city":"NEW YORK","state":"NY","country":"USA","zip_code":"10011"},"Governance":{"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":3289723,"Contributions":{"value":0},"Program revenue":{"value":3202527,"Total revenue":{"value":3202527,"VARIOUS":3202527},"Unrelated business revenue":0},"Investment income":{"value":87196,"Investment income total":103804,"Net investment gain":-16608},"Other revenues":{"value":0}},"Expenses":{"value":3043521,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":2676255,"Benefits paid to members Total":2676255},"Salaries":{"value":0},"Other expenses":{"value":367266,"Legal":44910,"Accounting":19000,"Depreciation and depletion":130,"Itemized Expenses":{"value":296053,"VARIOUS":296053},"All other expenses":7173}},"Assets":{"value":0,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Other liabilities":0},"Fund balance":{"value":0},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDE ACCIDENT, HEALTH AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF BARNEYS/RETAIL EMPLOYEES UNION HEALTH FUND."}],"program_service_revenue_detail":[{"business_code":"525100","description":"EMPLOYER CONTRIBUTIONS","total_revenue":2943222,"related_or_exempt_function_income":2943222},{"business_code":"525100","description":"PARTICIPANT CONTRIBUTI","total_revenue":259305,"related_or_exempt_function_income":259305}],"functional_expense_allocations":{"legal_fees":{"total":44910},"accounting_fees":{"total":19000},"depreciation_depletion":{"total":130},"all_other_expenses":{"total":7173}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_iii":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"FRED J KAPLAN","address_line1":"33 WEST 14TH STREET","city":"NEW YORK","state":"NY","zip":"10011"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_separate":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"2124753131","business_name_line1":"THE ORGANIZATION","address_line1":"33 WEST 14TH STREET","city":"NEW YORK","state":"NY","zip":"10011"},"officers_directors_key_employees":[{"title":"FUND MANAGER","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"net_assets_reconciliation":{"total_revenue":3289723,"total_expenses":3043521,"excess_or_deficit_for_year":246202,"net_unrealized_gains_losses_on_investments":-41777,"other_amount":-2953263,"total_adjustments":-2995040,"excess_or_deficit_per_financial_statements":-2748838},"revenue_reconciliation":{"total_revenue_audited_financial_statements":3235884,"net_unrealized_gains_investments":-41777,"revenue_not_reported":-41777,"revenue_subtotal":3277661,"investment_expenses_not_included":12062,"revenue_not_reported_financial_statement":12062,"total_revenue_per_990":3289723},"expense_reconciliation":{"total_expenses_audited_financial_statements":3283506,"expenses_not_reported":0,"expenses_subtotal":3283506,"investment_expenses_not_included":12062,"other_expenses_not_included":-252047,"expenses_not_reported_financial_statement":-239985,"total_expenses_per_990":3043521},"supplemental_information":[{"identifier":"PART XI, LINE 8 - OTHER ADJUSTMENTS:","explanation":"TRANSFER FUNDS UNDER MERGER AGREEMENT WITH AMALGAMATED NATIONAL HEALTH FD -2953263."},{"identifier":"PART XIII, LINE 4B - OTHER ADJUSTMENTS:","explanation":"CHANGE IN ACTUARIALLY ESTIMATED RESERVES FOR UNPAID CLAIMS -252047."}]},"ScheduleN":{"successor_relationships":{"director_of_successor":false,"employee_of_successor":false,"owner_of_successor":false,"received_compensation":false},"dispositions":[{"business_name_line1":"AMALGAMATED NATIONAL HEALTH FUND","ein":274411485,"irc_section":"501(C)(9)","distribution_date":"2011-08-31T00:00:00","description":"FUND ASSETS","fair_market_value":2953263,"method_of_fmv_determination":"ASSETS AND LIABILITIES WERE VALUED AT FAIR MARKET VALUE ON THE MERGER DATE","address_line1":"333 WESTCHESTER AVENUE","city":"WHITE PLAINS","state":"NY","zip":"10604","name":"AMALGAMATED NATIONAL HEALTH FUND","address":"333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 10604"}]},"source_xml":"201211809349300606_public.xml"}],"Latest":{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provide accident, health and life insurance benefits to eligible members of barneys/retail employees union health fund.","primary_activities":"Provide accident, health and life insurance benefits to eligible members of barneys/retail employees union health fund.\n\nThe organization merged into the amalgamated national health fund.","year":2010,"name":"BARNEYSRETAIL EMPLOYEES UNION HEALTH FUND","phone":"2124753131","type":"990","principal_officer":"FRED J KAPLAN","year_formation":1996,"state_legal_domicile":"NY","total_volunteers":0,"tax_period_begin":"2010-09-01T00:00:00","tax_period_end":"2011-08-31T00:00:00","address":"33 WEST 14TH STREET, NEW YORK, NY, 10011, USA","city":"NEW YORK","state":"NY","country":"USA","zip_code":"10011"},"Governance":{"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":false,"Whistle blower policy":false,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":true,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":3289723,"Contributions":{"value":0},"Program revenue":{"value":3202527,"Total revenue":{"value":3202527,"VARIOUS":3202527},"Unrelated business revenue":0},"Investment income":{"value":87196,"Investment income total":103804,"Net investment gain":-16608},"Other revenues":{"value":0}},"Expenses":{"value":3043521,"Grant expense":{"value":0},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":2676255,"Benefits paid to members Total":2676255},"Salaries":{"value":0},"Other expenses":{"value":367266,"Legal":44910,"Accounting":19000,"Depreciation and depletion":130,"Itemized Expenses":{"value":296053,"VARIOUS":296053},"All other expenses":7173}},"Assets":{"value":0,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Other liabilities":0},"Fund balance":{"value":0},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDE ACCIDENT, HEALTH AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF BARNEYS/RETAIL EMPLOYEES UNION HEALTH FUND."}],"program_service_revenue_detail":[{"business_code":"525100","description":"EMPLOYER CONTRIBUTIONS","total_revenue":2943222,"related_or_exempt_function_income":2943222},{"business_code":"525100","description":"PARTICIPANT CONTRIBUTI","total_revenue":259305,"related_or_exempt_function_income":259305}],"functional_expense_allocations":{"legal_fees":{"total":44910},"accounting_fees":{"total":19000},"depreciation_depletion":{"total":130},"all_other_expenses":{"total":7173}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true,"schedule_o_part_iii":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"FRED J KAPLAN","address_line1":"33 WEST 14TH STREET","city":"NEW YORK","state":"NY","zip":"10011"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_separate":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"2124753131","business_name_line1":"THE ORGANIZATION","address_line1":"33 WEST 14TH STREET","city":"NEW YORK","state":"NY","zip":"10011"},"officers_directors_key_employees":[{"title":"FUND MANAGER","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"TRUSTEE","average_hours_per_week":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true}]},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"land_buildings_equipment":{"total_book_value":0},"net_assets_reconciliation":{"total_revenue":3289723,"total_expenses":3043521,"excess_or_deficit_for_year":246202,"net_unrealized_gains_losses_on_investments":-41777,"other_amount":-2953263,"total_adjustments":-2995040,"excess_or_deficit_per_financial_statements":-2748838},"revenue_reconciliation":{"total_revenue_audited_financial_statements":3235884,"net_unrealized_gains_investments":-41777,"revenue_not_reported":-41777,"revenue_subtotal":3277661,"investment_expenses_not_included":12062,"revenue_not_reported_financial_statement":12062,"total_revenue_per_990":3289723},"expense_reconciliation":{"total_expenses_audited_financial_statements":3283506,"expenses_not_reported":0,"expenses_subtotal":3283506,"investment_expenses_not_included":12062,"other_expenses_not_included":-252047,"expenses_not_reported_financial_statement":-239985,"total_expenses_per_990":3043521},"supplemental_information":[{"identifier":"PART XI, LINE 8 - OTHER ADJUSTMENTS:","explanation":"TRANSFER FUNDS UNDER MERGER AGREEMENT WITH AMALGAMATED NATIONAL HEALTH FD -2953263."},{"identifier":"PART XIII, LINE 4B - OTHER ADJUSTMENTS:","explanation":"CHANGE IN ACTUARIALLY ESTIMATED RESERVES FOR UNPAID CLAIMS -252047."}]},"ScheduleN":{"successor_relationships":{"director_of_successor":false,"employee_of_successor":false,"owner_of_successor":false,"received_compensation":false},"dispositions":[{"business_name_line1":"AMALGAMATED NATIONAL HEALTH FUND","ein":274411485,"irc_section":"501(C)(9)","distribution_date":"2011-08-31T00:00:00","description":"FUND ASSETS","fair_market_value":2953263,"method_of_fmv_determination":"ASSETS AND LIABILITIES WERE VALUED AT FAIR MARKET VALUE ON THE MERGER DATE","address_line1":"333 WESTCHESTER AVENUE","city":"WHITE PLAINS","state":"NY","zip":"10604","name":"AMALGAMATED NATIONAL HEALTH FUND","address":"333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 10604"}]},"Ratings":{"Mission Deployment Rate":{"score":null},"Program Expense Ratio":{"score":null},"Fundraising Efficiency":{"score":null,"percentile":null},"Filing Consistency Score":{"score":1.0},"Grant Itemization Coverage":{"score":null},"Independent Voting Board Pct":{"score":1.0},"Operating Margin":{"score":0.07483973574674828,"percentile":0.5965723891551181},"Operating Reserve Ratio":{"score":0.0,"percentile":0.026800149493383534},"Liabilities to Assets Ratio":{"score":null,"percentile":null},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Foreign Oversight Score":{"score":null},"Major-Donor Itemization":{"score":null},"Related-Party Transparency":{"score":null},"Pay-Setting Controls":{"score":1.0,"weight":5,"atoms":{"Compensation committee":{"value":true},"Independent compensation consultant":{"value":true},"Form 990 of other organizations reviewed":{"value":true},"Written employment contract":{"value":true},"Compensation survey or study":{"value":true},"Board or committee approval":{"value":true}}},"Governance Policy Score":{"score":0.5555555555555556,"weight":5,"atoms":{"Conflict of interest policy":{"value":false},"Whistle blower policy":{"value":false},"Document retention policy":{"value":false},"Compensation process for CEO":{"value":true},"Compensation process for other employees":{"value":true},"Form 990 provided to governing body":{"value":false},"Minutes of governing body":{"value":true},"Audit committee":{"value":true},"Independent audit financial statements":{"value":true}}},"Categories":{"Financial Efficiency":{"score":null,"weight":45},"Transparency & Controls":{"score":1.0,"weight":20},"Accountability":{"score":0.8148148148148149,"weight":14},"Sustainability":{"score":0.377429220054451,"weight":13},"Growth":{"score":null,"weight":8}},"Overall Score":{"score":0.7726380269811759,"percentile":0.5812851489931595}},"source_xml":"201211809349300606_public.xml"},"sector":"Mutual/Membership Benefit","donation_categories":[],"zakat_policy":null},"error":null}