Civic Intelligence

Amalgamated Union Local 450-A Welfare Fund

990 • Fiscal year 2023 • EIN 06-1697982

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization ProfileN/A

View Organization Page

212-07 16th Avenue 2nd FLBayside, NY 11360

(718) 428-4167

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

41st percentile

0.5%

Higher net margin than 41% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$27,994

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

51st percentile

7.1%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

9.4%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$588,737

Up $39,184 (+7.1%) from 2022

Net Assets

Up

$588,737

Up $39,184 (+7.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin41st percentile

Revenue

Up

$7,693,805

Up $659,404 (+9.4%) from 2022

Expenses

Up

$7,654,621

Up $603,843 (+8.6%) from 2022

Net Income

Up

$39,184

Up $55,561 (+339%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2013: $308,581Liabilities 2013: $0Net Assets 2013: $308,5812013Assets 2014: $489,636Liabilities 2014: $0Net Assets 2014: $489,6362014Assets 2015: $521,707Liabilities 2015: $0Net Assets 2015: $521,7072015Assets 2016: $505,936Liabilities 2016: $0Net Assets 2016: $505,9362016Assets 2017: $503,633Liabilities 2017: $22,295Net Assets 2017: $481,3382017Assets 2018: $488,660Liabilities 2018: $0Net Assets 2018: $488,6602018Assets 2019: $525,756Liabilities 2019: $0Net Assets 2019: $525,7562019Assets 2020: $542,223Liabilities 2020: $0Net Assets 2020: $542,2232020Assets 2021: $565,930Liabilities 2021: $0Net Assets 2021: $565,9302021Assets 2022: $549,553Liabilities 2022: $0Net Assets 2022: $549,5532022Assets 2023: $588,737Liabilities 2023: $0Net Assets 2023: $588,7372023Assets 2024: $606,470Liabilities 2024: $0Net Assets 2024: $606,4702024

Highlighted filing

2023

Assets$588,737
Liabilities$0
Net Assets$588,737
Open 2023 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2013: $7,644,030Expenses 2013: $7,469,794Net Income 2013: $174,2362013Revenue 2014: $7,574,196Expenses 2014: $7,393,141Net Income 2014: $181,0552014Revenue 2015: $5,777,116Expenses 2015: $5,745,045Net Income 2015: $32,0712015Revenue 2016: $5,223,663Expenses 2016: $5,239,434Net Income 2016: -$15,7712016Revenue 2017: $6,050,734Expenses 2017: $6,075,332Net Income 2017: -$24,5982017Revenue 2018: $7,062,808Expenses 2018: $7,055,486Net Income 2018: $7,3222018Revenue 2019: $7,509,620Expenses 2019: $7,472,524Net Income 2019: $37,0962019Revenue 2020: $7,583,848Expenses 2020: $7,567,381Net Income 2020: $16,4672020Revenue 2021: $6,546,063Expenses 2021: $6,522,356Net Income 2021: $23,7072021Revenue 2022: $7,034,401Expenses 2022: $7,050,778Net Income 2022: -$16,3772022Revenue 2023: $7,693,805Expenses 2023: $7,654,621Net Income 2023: $39,1842023Revenue 2024: $8,127,285Expenses 2024: $8,109,552Net Income 2024: $17,7332024

Highlighted filing

2023

Revenue$7,693,805
Expenses$7,654,621
Net Income$39,184
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$7,693,805
Mission and Program Overview

Mission

To provide health & welfare benefits to eligible participants in the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$549,553$579,737▲ $30,184
Prepaid Expenses and Deferred Charges$0$9,000▲ $9,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$549,553$588,737▲ $39,184
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$549,553$588,737▲ $39,184
Total Liabilities and Net Assets / Fund Balance$549,553$588,737▲ $39,184
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleOtherTotal
Joseph Diessotill 0930Trustee$27,994$27,994

Board Members and Trustees

NameTitle
Charles Ferzolafrom 0930Trustee
Paul SchauberTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Dioscuri Administrators INCThird Party Admin212-07 16TH AVE, Bayside, NY 11360$109,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,693,805
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$39,184

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,693,805
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,693,805
Total Revenue per Form 990
$7,693,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,794
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,504,827
Fees for Services Other---$112,600
Fees for Services Legal---$18,000
Fees for Services Accounting---$15,450
Insurance---$3,744
Total Functional Expenses$0$0$0$7,654,621

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,654,621
Total Expenses per Audited Statements$7,654,621
Total Expenses per Form 990$7,654,621
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - form 990 is sent to the trustees for review. Upon approval, a waiver is signed authorizing the electronic submission of the form.”

Form 990, Part VI, Section B, Line 12C

“Annually at the board of trustees meetings”

Form 990, Part VI, Section B, Line 15

“Increases in compensation are approved by the board of trustees and are compared to industry standards”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are made available to the public upon request.”

Form 990, Part VII - Compensation Explanation - Joseph Diesso

“Salary paid by amalgamated union local 450a, an affiliate of the fund.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Union Local 450-a
EIN
06-1697982
Phone
7184284167
Address
212-07 16TH AVENUE 2ND FL, BAYSIDE, NY 11360

Signing Officer

Name
Charles Ferzola
Title
Trustee
Phone
7184284167
Signed
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Ferzola
Formed
2003
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
88 FROEHLICH FARM BLVD 3RD FLOOR, WOODBURY, NY 11797
Preparer
John Antinore
Phone
5163643390
Supplemental Narrative

Additional Explanations

Line 1

“The financial statements have been prepared on the modified cash basis of accounting, which is a basis of accounting other than accounting principles generally accepted in the united states of america ("u.s. Gaap"). That basis differs from u.s. Gaap principally because employer contributions are recognized when received rather than when earned. Accordingly, receivables from employer contributions and their related effects on earnings have not been recognized in these financial statements. However, investment income is recorded when earned and expenses are recorded when incurred.”

Financial Statement Notes

PART X, LINE 2:

“The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2023 and 2022 there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix310 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt07504827
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARMELA PECONE
IRS990/BooksInCareOfDetail/PhoneNum07184284167
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0212-07 16TH AVENUE 2ND FL
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAYSIDE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011360
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CashNonInterestBearingGrp/EOYAmt0579737
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0109000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0212-07 16TH AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BAYSIDE
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd011360
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DIOSCURI ADMINISTRATORS INC
IRS990/ContractorCompensationGrp/ServicesDesc0THIRD PARTY ADMIN
IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07693805
IRS990/CYRevenuesLessExpensesAmt039184
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07654621
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07693805
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015450
IRS990/FeesForServicesLegalGrp/TotalAmt018000
IRS990/FeesForServicesOtherGrp/TotalAmt0112600
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH DIESSOTILL 0930
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL SCHAUBER
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES FERZOLAFROM 0930
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt027994
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07693805
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt03744
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0549553
IRS990/NetAssetsOrFundBalancesEOYAmt0588737
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09000
IRS990/PrincipalOfficerNm0CHARLES FERZOLA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07693805
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07693805
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06903207
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0147571
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt0-16377
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IRS990/PYTotalExpensesAmt07050778
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07034401
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt039184
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalRevenuePerForm990Amt07693805
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07693805
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07654621
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - FORM 990 IS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY AT THE BOARD OF TRUSTEES MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE COMPARED TO INDUSTRY STANDARDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARY PAID BY AMALGAMATED UNION LOCAL 450A, AN AFFILIATE OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("U.S. GAAP"). THAT BASIS DIFFERS FROM U.S. GAAP PRINCIPALLY BECAUSE EMPLOYER CONTRIBUTIONS ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED. ACCORDINGLY, RECEIVABLES FROM EMPLOYER CONTRIBUTIONS AND THEIR RELATED EFFECTS ON EARNINGS HAVE NOT BEEN RECOGNIZED IN THESE FINANCIAL STATEMENTS. HOWEVER, INVESTMENT INCOME IS RECORDED WHEN EARNED AND EXPENSES ARE RECORDED WHEN INCURRED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII - COMPENSATION EXPLANATION - JOSEPH DIESSO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5LINE 1
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0200044948
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ORGANIZING AND NEGOTIATING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0258 SAW MILL RIVER ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ELMSFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010523
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0549553
IRS990/TotalAssetsEOYAmt0588737
IRS990/TotalAssetsGrp/BOYAmt0549553
IRS990/TotalAssetsGrp/EOYAmt0588737
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07654621
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0549553
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0588737
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07693805
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07693805
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07693805
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0549553
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0588737
IRS990/TotReportableCompRltdOrgAmt027994
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BAYSIDE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011360
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES FERZOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07184284167
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED UNION LOCAL 450-A
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0061697982
ReturnHeader/Filer/PhoneNum07184284167
ReturnHeader/Filer/USAddress/AddressLine1Txt0212-07 16TH AVENUE 2ND FL
ReturnHeader/Filer/USAddress/CityNm0BAYSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011360
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt088 FROEHLICH FARM BLVD 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05163643390
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN ANTINORE
ReturnHeader/ReturnTs02024-11-07T13:14:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$588,737
Liabilities
$0
Net assets
$588,737
Revenue
$7,693,805
Expenses
$7,654,621
Net income
$39,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$8.13$8.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$7.69$7.65$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$7.03$7.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$6.55$6.52$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$7.58$7.57$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$7.51$7.47$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$7.06$7.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.02$0.48$6.05$6.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$5.22$5.24$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$5.78$5.75$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$7.57$7.39$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$7.64$7.47$0.17