Civic Intelligence

Csa Retiree Welfare Fund

990 • Fiscal year 2022 • EIN 11-2692902

Oct 01, 2021 to Sep 30, 2022 • Filed on Oct 03, 2023

Organization Profilewww.csawf.org

View Organization Page

40 Rector Street 12th FloorNew York, NY 10006

(212) 697-8540

Siviq Scores

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

Liabilities / Assets

60th percentile

0.08x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.26x

Higher debt load relative to revenue than 80% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$285,268

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Asset Growth

17th percentile

-18%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-5.0%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$41,308,431

Down $9,096,205 (-18%) from 2021

Net Assets

Down

$37,816,685

Down $8,901,351 (-19%) from 2021

Liabilities

Down

$3,491,746

Down $194,854 (-5.3%) from 2021

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin48th percentile

Revenue

Down

$13,529,903

Down $715,265 (-5.0%) from 2021

Expenses

Up

$13,188,554

Up $284,930 (+2.2%) from 2021

Net Income

Down

$341,349

Down $1,000,195 (-75%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$60M$40M$20M$0Assets 2010: $20,424,556Liabilities 2010: $3,596,513Net Assets 2010: $16,828,0432010Assets 2011: $20,705,075Liabilities 2011: $4,232,206Net Assets 2011: $16,472,8692011Assets 2012: $22,981,586Liabilities 2012: $3,669,070Net Assets 2012: $19,312,5162012Assets 2013: $24,649,785Liabilities 2013: $4,086,052Net Assets 2013: $20,563,7332013Assets 2014: $27,280,023Liabilities 2014: $4,637,896Net Assets 2014: $22,642,1272014Assets 2015: $28,491,968Liabilities 2015: $4,245,560Net Assets 2015: $24,246,4082015Assets 2016: $31,786,809Liabilities 2016: $4,164,266Net Assets 2016: $27,622,5432016Assets 2017: $34,568,114Liabilities 2017: $3,217,106Net Assets 2017: $31,351,0082017Assets 2018: $36,657,980Liabilities 2018: $4,297,602Net Assets 2018: $32,360,3782018Assets 2019: $40,365,104Liabilities 2019: $3,608,391Net Assets 2019: $36,756,7132019Assets 2020: $45,877,372Liabilities 2020: $4,334,192Net Assets 2020: $41,543,1802020Assets 2021: $50,404,636Liabilities 2021: $3,686,600Net Assets 2021: $46,718,0362021Assets 2022: $41,308,431Liabilities 2022: $3,491,746Net Assets 2022: $37,816,6852022Assets 2023: $41,791,449Liabilities 2023: $3,529,582Net Assets 2023: $38,261,8672023Assets 2024: $47,511,358Liabilities 2024: $3,452,049Net Assets 2024: $44,059,3092024

Highlighted filing

2022

Assets$41,308,431
Liabilities$3,491,746
Net Assets$37,816,685
Open 2022 Filing

Operations Trend

Revenue Growth35th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,977,2342010Expenses 2011: $11,505,2882011Expenses 2012: $9,973,6922012Revenue 2013: $12,339,551Expenses 2013: $11,255,273Net Income 2013: $1,084,2782013Revenue 2014: $12,417,601Expenses 2014: $10,891,102Net Income 2014: $1,526,4992014Revenue 2015: $13,559,313Expenses 2015: $10,960,971Net Income 2015: $2,598,3422015Revenue 2016: $14,588,688Expenses 2016: $12,178,867Net Income 2016: $2,409,8212016Revenue 2017: $14,507,089Expenses 2017: $11,295,284Net Income 2017: $3,211,8052017Revenue 2018: $15,023,080Expenses 2018: $13,496,859Net Income 2018: $1,526,2212018Revenue 2019: $16,573,678Expenses 2019: $13,245,066Net Income 2019: $3,328,6122019Revenue 2020: $14,430,926Expenses 2020: $10,929,494Net Income 2020: $3,501,4322020Revenue 2021: $14,245,168Expenses 2021: $12,903,624Net Income 2021: $1,341,5442021Revenue 2022: $13,529,903Expenses 2022: $13,188,554Net Income 2022: $341,3492022Revenue 2023: $12,147,616Expenses 2023: $13,092,236Net Income 2023: -$944,6202023Revenue 2024: $12,511,623Expenses 2024: $13,186,158Net Income 2024: -$674,5352024

Highlighted filing

2022

Revenue$13,529,903
Expenses$13,188,554
Net Income$341,349
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Oct 3, 2023
Return Version
2021v4.1
Gross Receipts
$14,767,937
Mission and Program Overview

Mission

Provide medical & health benefits to members

To provide medical and health benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$45,987,209$37,816,685▼ $8,170,524
Investments in Publicly Traded Securities$41,741,069$34,606,538▼ $7,134,531
Savings and Temporary Cash Investments$5,893,776$3,538,266▼ $2,355,510
Accounts Receivable$1,482,400$2,335,658▲ $853,258
Cash and Non-Interest-Bearing Accounts$555,623$818,127▲ $262,504
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$49,673,809$41,308,431▼ $8,365,378
Other Assets Total$941$9,842▲ $8,901
Liabilities
Other Liabilities$3,686,600$3,458,500▼ $228,100
Accounts Payable and Accrued Expenses-$33,246-
Total Liabilities$3,686,600$3,491,746▼ $194,854
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,987,209$37,816,685▼ $8,170,524
Total Liabilities and Net Assets / Fund Balance$49,673,809$41,308,431▼ $8,365,378
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Henry RubioPresident
Glenda HarryAsst. Admin/Director of Fin
Gayle LockettTrustee
Juanita JohnsonTrustee
Mark BrodskyTrustee
Stanley WilsonTrustee
Rosemary SinclairExec VP
Dale KellyFirst VP
Douglas HathawayFormer Plan Administrator
Susan BaronePlan admin

Highest Paid Contractors

ContractorServicesLocationCompensation
Administrative Services IncClaims processorPO Box 9005, Lynbrook, NY 11563$237,483
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,085,070
Investment Income
$1,436,796
Other Revenue
$8,037
Change in Net Assets
$341,349

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,441,498
Revenue Not Reported on Financial Statements
$88,405
Revenue Not Reported on Form 990
$-8,511,873
Total Revenue per Audited Statements
$4,929,625
Total Revenue per Form 990
$13,529,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,746,671
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---$11,441,883
Fees for Service Investment Mgmnt Fees---$88,405
All Other Expenses---$52,626
Other Expenses---$37,227
Insurance---$31,089
Office Expenses---$14,326
Conferences and Meetings---$604
Total Functional Expenses$0$0$0$13,188,554

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,328,249
Total Expenses per Form 990$13,188,554
Expenses per Audited Statements$13,100,149
Expenses Not Reported on Form 990$228,100
Expenses Not Reported on Financial Statements$88,405
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit claims payable$3,458,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The trustee and administrator receive a copy of the form 990 before it's filed and read it thoroughly and check the accuracy of the information.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“A SUMMARY OF THE FINANCIAL STATEMENTS is PRINTED IN THE ORGANIZATION'S NEWSLETTER. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND A FULL COPY OF THE FINANCIAL STATEMENTS are AVALIABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
CSA Retiree Welfare Fund
EIN
11-2692902
Phone
2126978540
Address
40 Rector Street 12th Floor, New York, NY 10006

Signing Officer

Name
Susan Barone
Title
Plan Administrator
Signed
2023-10-03
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Satty Levine & Ciacco CPAs PC
Address
534 Broadhollow Road Suite 300, Melville, NY 11747
Preparer
Frank Lou CPA
Phone
5163389500
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“U.S. GAAP require fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the tax authorities. The Fund is subject to routine audits by taxing jurisdictions. The fund administrator believes tax years from 2019 to 2021 are still subject to examination, however, there are currently no audits for any tax periods in progress.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“$0 Changes in benefit obligations $228100”

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IRS990/OtherAssetsTotalGrp/BOYAmt0941
IRS990/OtherAssetsTotalGrp/EOYAmt09842
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Shared administrative expense
IRS990/OtherExpensesGrp/Desc1Other benefit costs
IRS990/OtherExpensesGrp/Desc2Professional fees
IRS990/OtherExpensesGrp/Desc3PCORI Fees
IRS990/OtherExpensesGrp/TotalAmt01105200
IRS990/OtherExpensesGrp/TotalAmt1371506
IRS990/OtherExpensesGrp/TotalAmt245688
IRS990/OtherExpensesGrp/TotalAmt337227
IRS990/OtherLiabilitiesGrp/BOYAmt03686600
IRS990/OtherLiabilitiesGrp/EOYAmt03458500
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08037
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08037
IRS990/OtherRevenueTotalAmt08037
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Members H&W Plan
IRS990/ProgramServiceRevenueGrp/Desc1NYC Department of Educati
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0168324
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111916746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0168324
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111916746
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IRS990/PYBenefitsPaidToMembersAmt011244183
IRS990/PYInvestmentIncomeAmt0335618
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01659441
IRS990/PYOtherRevenueAmt0296239
IRS990/PYProgramServiceRevenueAmt012882464
IRS990/PYRevenuesLessExpensesAmt0610697
IRS990/PYTotalExpensesAmt012903624
IRS990/PYTotalRevenueAmt013514321
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0341349
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt045987209
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt037816685
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05893776
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03538266
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0228100
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt088405
IRS990ScheduleD/ExpensesSubtotalAmt013100149
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt088405
IRS990ScheduleD/InvestmentExpensesNotIncldAmt088405
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-8511873
IRS990ScheduleD/OtherExpensesIncludedAmt0228100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03458500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Benefit claims payable
IRS990ScheduleD/RevenueNotReportedAmt0-8511873
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt088405
IRS990ScheduleD/RevenueSubtotalAmt013441498
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP require fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the tax authorities. The Fund is subject to routine audits by taxing jurisdictions. The fund administrator believes tax years from 2019 to 2021 are still subject to examination, however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1$0 Changes in benefit obligations $228100
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt013188554
IRS990ScheduleD/TotalLiabilityAmt03458500
IRS990ScheduleD/TotalRevenuePerForm990Amt013529903
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04929625
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013328249
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0232538
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1151245
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt035385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017345
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt115146
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Douglas Hathaway
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Glenda Harry
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Former Plan Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Asst. Admin/Director of Fin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0285268
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1174191
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE AND ADMINISTRATOR RECEIVE A COPY OF THE FORM 990 BEFORE IT'S FILED AND READ IT THOROUGHLY AND CHECK THE ACCURACY OF THE INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A SUMMARY OF THE FINANCIAL STATEMENTS is PRINTED IN THE ORGANIZATION'S NEWSLETTER. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND A FULL COPY OF THE FINANCIAL STATEMENTS are AVALIABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CSA Welfare Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Local 1 Council of Supervisors and Admin
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Day Care Council - Council of supervisor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3Council of School Supervisors - Administ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0136203811
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1112024569
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2112504726
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3851491272
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0H&W Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Union
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2H&W Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Admin Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04 Rector Street 12th Floor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt140 Rector Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt240 Rector Street 12th Floor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt340 Rector Street 12th Floor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd210006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd310006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01105200
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0per agreement

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,308,431
Liabilities
$3,491,746
Net assets
$37,816,685
Revenue
$13,529,903
Expenses
$13,188,554
Net income
$341,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.5$3.45$44.1$12.5$13.2$0.67
2023Detailed filing. Detailed filing data is available for this year.$41.8$3.53$38.3$12.1$13.1$0.94
2022Detailed filing. Detailed filing data is available for this year.$41.3$3.49$37.8$13.5$13.2$0.34
2021Detailed filing. Detailed filing data is available for this year.$50.4$3.69$46.7$14.2$12.9$1.34
2020Detailed filing. Detailed filing data is available for this year.$45.9$4.33$41.5$14.4$10.9$3.50
2019Detailed filing. Detailed filing data is available for this year.$40.4$3.61$36.8$16.6$13.2$3.33
2018Detailed filing. Detailed filing data is available for this year.$36.7$4.30$32.4$15.0$13.5$1.53
2017Detailed filing. Detailed filing data is available for this year.$34.6$3.22$31.4$14.5$11.3$3.21
2016Detailed filing. Detailed filing data is available for this year.$31.8$4.16$27.6$14.6$12.2$2.41
2015Detailed filing. Detailed filing data is available for this year.$28.5$4.25$24.2$13.6$11.0$2.60
2014Detailed filing. Detailed filing data is available for this year.$27.3$4.64$22.6$12.4$10.9$1.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$4.09$20.6$12.3$11.3$1.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$3.67$19.3$9.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$4.23$16.5$11.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$3.60$16.8$9.98