2023-08-28T10:58:42-05:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990 2022-01-01 131921165 INTERNATIONAL ASSOC OF FIREFIGHTERS LOCAL 854 INTE 2122939300 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10007 MICHAEL ZOFCHAK TREASURER 2122939300 2023-08-23 1 MICHAEL ZOFCHAK 999009999 0 EDMOND BRADY P00100199 9082726200 2023-08-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NY UNIF FIRE OFFICERS ASSOC JAMES MCCARTHY - PRES 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10007 7671816 0 0160 X WWW.UFOA.ORG X 1930 NY THE ORGANIZATION WAS ESTABLISHED TO FURTHER THE INTERESTS OF ITS MEMBERSHIP BY SEEKING IMPROVED TERMS AND CONDITIONS OF EMPLOYMENT, TO RENDER MORAL AND MATERIAL AID TO MEMBERS AS NEEDED, TO PROVIDE REPRESENTATION AND/OR COUNSEL IN LEGAL PROCEEDINGS, AND TO PROMOTE SOCIAL AND FRATERNAL ACTIVITIES. 9 0 14 0 0 0 14532 49473 7153057 7132700 518187 310162 78679 179481 7764455 7671816 173121 200035 3188704 3385523 1216366 1247146 0 0 0 1184556 1774502 5762747 6607206 2001708 1064610 28756578 28144282 675308 635993 28081270 27508289 X THE ORGANIZATION WAS ESTABLISHED TO FURTHER THE INTERESTS OF ITS MEMBERSHIP BY SEEKING IMPROVED TERMS AND CONDITIONS OF EMPLOYMENT, TO RENDER MORAL AND MATERIAL AID TO MEMBERS AS NEEDED, TO PROVIDE REPRESENTATION AND/OR COUNSEL IN LEGAL PROCEEDINGS, AND TO PROMOTE SOCIAL AND FRATERNAL ACTIVITIES. 0 0 TO FURTHER THE INTERESTS OF ITS MEMBERSHIP BY SEEKING IMPROVED TERMS AND CONDITIONS OF EMPLOYMENT, TO RENDER MORAL AND MATERIAL AID TO MEMBERS AS NEEDED, TO PROVIDE REPRESENTATION AND/OR COUNSEL IN LEGAL PROCEEDINGS, AND TO PROMOTE SOCIAL AND FRATERNAL ACTIVITIES. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 12 0 14 1 0 0 0 0 1 1 0 0 0 0 0 X 9 0 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X MICHAEL ZOFCHAK TREASURER 2122939300 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10007 JAMES MCCARTHY PRESIDENT 40.00 14.00 X X 105992 0 20500 GEORGE FARINACCI VICE PRESIDENT 40.00 14.00 X X 88371 0 3535 JAMES BROSI CHIEFS PENSION TRUSTEE-ST 09/2022 40.00 9.00 X 88371 0 20500 PAUL MANNIX CHIEF'S PENSION TRUSTEE-RET 08/2022 40.00 9.00 X 58801 0 0 LIAM GUILFOYLE CAPTAIN'S PENSION TRUSTEE 40.00 9.00 X 88371 0 0 CHRISTOPHER JENSEN LT.'S PENSION TRUSTEE 40.00 9.00 X 88371 0 0 MICHAEL ZOFCHAK TREASURER 40.00 14.00 X X 88371 0 0 JASON RIGOLI SGT. AT ARMS 40.00 7.00 X X 88371 0 7070 THOMAS REILLY FINANCIAL SECRETARY 40.00 7.00 X X 88371 0 27000 SEAN MICHAEL RECORDING SECRETARY 40.00 14.00 X X 32629 0 1360 816019 0 79965 1 0 0 0 GREENBERG BURZICHELLI GREENBERG PC 3000 MARCUS AVENUE SUITE 1W7 LAKE SUCCESS NY 11042 LEGAL SVCS 274492 STEVEN M RABINOWITZ PLLC 241 AVE OF THE AMERICAS SUITE 14 E NEW YORK NY 10014 LEGAL SVCS 112217 2 49473 49473 MEMBER DUES 900099 3461828 3461828 INSURANCE CONTRIBUTION 900099 2479941 2479941 ADMINISTRATION FEES 900099 661178 661178 COPE ASSESSMENT 900099 468134 468134 CIVIL LEGAL DEFENSE NY 900099 61619 61619 7132700 310162 310162 179481 179481 7671816 7132700 0 489643 200035 3385523 816018 214821 133165 83142 530958 32700 147000 19861 72670 8996 248074 61040 84000 12750 308524 3727 31433 TRAINING 150000 COPE EDUCATION 35794 BOARD MEMBER REIMBURSEM 15756 ADMINISTRATION FEES 11219 6607206 5084014 3398446 51075 211067 224663 29670 13043 6037 16627 15667218 16902964 7737167 7601582 28756578 28144282 460416 479668 214892 156325 675308 635993 X 25679378 26770837 2401892 737452 28081270 27508289 28756578 28144282 1064610 -1637591 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 UNIF FIRE OFFICERS ASSN PAC FUND 125 MAIDEN LANE 6TH FLOOR NY NY 10007 010686930 100000 1 1 0 PART I-A, LINE 1: THE UFOA MADE A TOTAL OF $100,000 IN CONTRIBUTIONS TO THE UNIFORMED FIRE OFFICERS ASSOC PAC FUND FOR THE YEAR. 29670 13043 16627 16627 INVESTMENT IN HOLDING COMPANY 7413271 EQUITY MUTUAL FUNDS 151209 DUE FROM COPE FUND 37102 7601582 DUE TO FPP 5116 DEFERRED COMPENSATION 151209 156325 X 6014364 -1637591 -1637591 7651955 19861 19861 7671816 6587345 0 6587345 19861 19861 6607206 PART X, LINE 2: THE UFOA RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE UFOA HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE UFOA ARE NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2019. 0 UFA-UFOA WELFARE FUND 225 BEVERLY RD LITTLE NECK NY 11363 133648182 501(C)(9) 15296 0 CONTRIBUTIONS FOR UFOA MEMBERSHIP UNIF FIRE OFFICERS ASSN PAC FUND 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10007 010686930 527 100000 0 POLITICAL ACTION COMMITTEE CONTRIBUTION CATHOLIC CHARITIES OF BROOKLYN AND QUEENS 191 JORALEMON STREET BROOKLYN NY 11201 111633548 501(C)(3) 6250 0 CHARITABLE CONTRIBUTION NY POLICE AND FIRE WIDOWS AND CHILDREN'S BENEFIT FUND 156 W 56 STREET 901 NEW YORK NY 10019 133340675 501(C)(3) 8750 0 CHARITABLE CONTRIBUTION REMEMBER THE TRIANGLE FIRE COALITION INC CHURCH STREET STATION PO BOX 3330 NEW YORK NY 10008 455137219 501(C)(3) 8334 0 CHARITABLE CONTRIBUTION 3 2 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS MEMBERS WHO ARE NEW YORK CITY FIRE DEPARTMENT LIEUTENANTS, CAPTAINS, BATTALION CHIEFS, AND DEPUTY CHIEFS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS VOTE TO ELECT MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS VOTE ON APPROVING CHANGES IN THE ORGANIZATION'S BY-LAWS AND APPROVING OTHER SIGNIFICANT DECISIONS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION RECEIVES A ELECTRONIC COPY OF THE 990. THE PRESIDENT AND TREASURER REVIEW THE 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, PRINCIPAL OFFICERS, OR MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY ("POLICY") SHALL REPORT ANY POSSIBLE EXISTENCE OF A CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS ("BOARD"). AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTEREST PERSON SHALL LEAVE THE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. THE MEETING MINUTES SHALL CONTAIN DISCLOSURES OR INDIVIDUALS WHO WERE FOUND TO HAVE A FINANCIAL INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE DECISION AS TO WHETHER A CONFLICT OF INTEREST EXISTED. THEY WILL ALSO INCLUDE THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION, THE DISCUSSION CONTENT, ANY ALTERNATIVES TO THE PROPOSED TRANSACTION, AND RECORDS OF ANY VOTES TAKEN. THE BOARD WILL INFORM MEMBERS IN VIOLATION OF THE POLICY FOR AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE, AND MAY MAKE FURTHER INVESTIGATION AS NECESSARY. CONFIRMED VIOLATIONS WILL RESULT IN APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PERIODICALLY REVIEWS AND SETS THE OFFICERS' COMPENSATION AND DEFINES THE POLICY FOR ALL OTHER COMPENSATION. COMPENSATION WAS DETERMINED BASED ON PERFORMANCE AND ECONOMIC FACTORS. PERIODICALLY THE BOARD WILL EXAMINE THE COMPENSATION OF SIMILAR POSITIONS IN THE IMMEDIATE GEOGRAPHIC AREA AS WELL AS THOSE THROUGHOUT THE REGION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR, THE IRS WEBSITE, AND OTHER SIMILAR WEBSITES. INTERESTED PARTIES SHOULD CONTACT THE PRESIDENT AT 125 MAIDEN LANE, 6TH FLOOR, NEW YORK, NY 10007. UFOA REALTY HOLDING INC 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10038 471346357 RE HOLDING NY C-2 UFOA 1 UFOA FAMILY PROTECTION PLAN 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10038 132545508 BENEFIT NY C-9 UFOA 0 UFOA RET FAMILY PROTECTION PLAN 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10038 510199738 BENEFIT NY C-9 UFOA 0 NEW YORK CITY BRAVEST SCHOL FUN 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10038 134055458 CHARITY NY C-3 9 UFOA 0 UNIF FIRE OFFICERS ASSN ANNUITY 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10038 112559669 ANNUITY FUND NY 401A UFOA 0 UNIF FIRE OFFICERS ASSN PAC FUND 125 MAIDEN LANE 6TH FLOOR NEW YORK NY 10038 010686930 POLITICAL NY 527 UFOA 0 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 1 1 0 UOFA REALTY HOLDINGS K 84000 FAIR MARKET VALUE UNIF FIRE OFFICERS ASSN PAC FUND R 100000 FAIR MARKET VALUE UFOA REALTY HOLDINGS D 5639296 FAIR MARKET VALUE