Civic Intelligence

Excavators Union 731 Welfare

EIN 13-1615440 • 501(c)9 • Astoria, NY

View Organization Page

Profile

Collectively bargained multi-employer welfare fund created to provide health & welfare benefits to participants and their dependents

34-11 35th AvenueAstoria, NY 11106
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$611,134

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

$1B+ nonprofits • Source year 2024

Asset Growth

88th percentile

20%

Faster asset growth than 88% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

15%

Faster revenue growth than 63% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$1,112,965,398

Up $181,930,315 (+20%) from 2023

Liabilities

Up

$7,495,267

Up $1,536,982 (+26%) from 2023

Net Assets

Up

$1,105,470,131

Up $180,393,333 (+20%) from 2023

Operations
Liabilities / Revenue9th percentileNet Margin87th percentile

Revenue

Up

$365,130,478

Up $47,294,706 (+15%) from 2023

Expenses

Up

$228,448,833

Up $24,806,644 (+12%) from 2023

Net Income

Up

$136,681,645

Up $22,488,062 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5B$1.0B$500M$0Assets 2010: $155,000,821Liabilities 2010: $410,596Net Assets 2010: $154,590,2252010Assets 2011: $171,723,974Liabilities 2011: $269,494Net Assets 2011: $171,454,4802011Assets 2012: $195,665,816Liabilities 2012: $281,179Net Assets 2012: $195,384,6372012Assets 2013: $232,087,470Liabilities 2013: $321,231Net Assets 2013: $231,766,2392013Assets 2014: $262,553,457Liabilities 2014: $401,845Net Assets 2014: $262,151,6122014Assets 2015: $290,175,583Liabilities 2015: $4,748,711Net Assets 2015: $285,426,8722015Assets 2016: $336,387,369Liabilities 2016: $4,365,160Net Assets 2016: $332,022,2092016Assets 2017: $422,053,903Liabilities 2017: $5,081,804Net Assets 2017: $416,972,0992017Assets 2018: $453,818,758Liabilities 2018: $1,506,094Net Assets 2018: $452,312,6642018Assets 2019: $594,573,217Liabilities 2019: $6,708,107Net Assets 2019: $587,865,1102019Assets 2020: $729,939,503Liabilities 2020: $5,946,783Net Assets 2020: $723,992,7202020Assets 2021: $855,197,555Liabilities 2021: $5,733,875Net Assets 2021: $849,463,6802021Assets 2022: $763,644,459Liabilities 2022: $5,677,091Net Assets 2022: $757,967,3682022Assets 2023: $931,035,083Liabilities 2023: $5,958,285Net Assets 2023: $925,076,7982023Assets 2024: $1,112,965,398Liabilities 2024: $7,495,267Net Assets 2024: $1,105,470,1312024

Highlighted filing

2024

Assets$1,112,965,398
Liabilities$7,495,267
Net Assets$1,105,470,131
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400M$200M$0-$200MExpenses 2010: $85,788,4492010Expenses 2011: $88,490,9772011Expenses 2012: $91,988,9622012Revenue 2013: $130,207,597Expenses 2013: $99,303,493Net Income 2013: $30,904,1042013Revenue 2014: $149,679,666Expenses 2014: $104,584,093Net Income 2014: $45,095,5732014Revenue 2015: $143,387,388Expenses 2015: $115,668,011Net Income 2015: $27,719,3772015Revenue 2016: $164,050,152Expenses 2016: $129,077,397Net Income 2016: $34,972,7552016Revenue 2017: $192,861,487Expenses 2017: $131,085,482Net Income 2017: $61,776,0052017Revenue 2018: $221,125,972Expenses 2018: $153,712,929Net Income 2018: $67,413,0432018Revenue 2019: $256,840,962Expenses 2019: $173,295,875Net Income 2019: $83,545,0872019Revenue 2020: $244,683,666Expenses 2020: $154,710,116Net Income 2020: $89,973,5502020Revenue 2021: $265,733,082Expenses 2021: $179,407,458Net Income 2021: $86,325,6242021Revenue 2022: $148,230,036Expenses 2022: $194,198,359Net Income 2022: -$45,968,3232022Revenue 2023: $317,835,772Expenses 2023: $203,642,189Net Income 2023: $114,193,5832023Revenue 2024: $365,130,478Expenses 2024: $228,448,833Net Income 2024: $136,681,6452024

Highlighted filing

2024

Revenue$365,130,478
Expenses$228,448,833
Net Income$136,681,645
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,112,965,398
Liabilities
$7,495,267
Net assets
$1,105,470,131
Revenue
$365,130,478
Expenses
$228,448,833
Net income
$136,681,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,113$7.50$1,105$365$228$137
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$931$5.96$925$318$204$114
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$764$5.68$758$148$194$46.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$855$5.73$849$266$179$86.3
2020Detailed filing. Detailed filing data is available for this year.$730$5.95$724$245$155$90.0
2019Detailed filing. Detailed filing data is available for this year.$595$6.71$588$257$173$83.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$454$1.51$452$221$154$67.4
2017Detailed filing. Detailed filing data is available for this year.$422$5.08$417$193$131$61.8
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$336$4.37$332$164$129$35.0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$290$4.75$285$143$116$27.7
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$263$0.40$262$150$105$45.1
2013Detailed filing. Detailed filing data is available for this year.$232$0.32$232$130$99.3$30.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$196$0.28$195$92.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$0.27$171$88.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$155$0.41$155$85.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.0
Gross Receipts
$741,494,925
Mission and Program Overview

Mission

Collectively bargained multi-employer welfare fund created to provide health & welfare benefits to participants and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$925,076,798$1,105,470,131▲ $180,393,333
Investments in Publicly Traded Securities$873,683,041$1,030,962,325▲ $157,279,284
Accounts Receivable$36,385,830$38,439,630▲ $2,053,800
Savings and Temporary Cash Investments$6,845,611$24,506,115▲ $17,660,504
Cash and Non-Interest-Bearing Accounts$7,577,109$9,570,123▲ $1,993,014
Investments Other Securities$4,016,830$7,071,761▲ $3,054,931
Prepaid Expenses and Deferred Charges$89,722$116,990▲ $27,268
Land, Buildings, and Equipment, Net$105,524$67,526▼ $37,998
Total Assets$931,035,083$1,112,965,398▲ $181,930,315
Other Assets Total$2,331,416$2,230,928▼ $100,488
Liabilities
Other Liabilities$4,414,758$6,990,344▲ $2,575,586
Accounts Payable and Accrued Expenses$1,543,527$504,923▼ $1,038,604
Total Liabilities$5,958,285$7,495,267▲ $1,536,982
Net Assets / Fund Balance
Total Net Assets Fund Balance$925,076,798$1,105,470,131▲ $180,393,333
Total Liabilities and Net Assets / Fund Balance$931,035,083$1,112,965,398▲ $181,930,315

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$67,526$364,380$431,906
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMINE D'AMATOUnion Truste--$611,134$611,134
Dominic ValdnerUnion Truste--$603,408$603,408
PAUL D'ABBRACCIOFmr Fund MngPT-$288,174$288,174
Anthony TodaroBenefits COOPT-$278,880$278,880
Michelle ReidPension SupePT-$258,544$258,544
Jessica PizaWf Benefit CFT$112,354$67,584$179,938
CARMINE D'AMATOUnion Trustee-$112,354$67,584$179,938

Board Members and Trustees

NameTitle
JOSEPH D'AMATOFmr Trustee
Christopher NethawayIt Director
Dominic ValdnerUnion Trustee
ANTHONY D'ABBRACCIOAccountant
Anthony TodaroBenefits Coordinator
Mark RosenEmployer Tru
Robert WesselEmployer Tru
PAUL D'ABBRACCIOFmr Fund Mngr
Mark KeyFund Adm
Michelle ReidPension Supervisor
Jessica PizaWf Benefit Clerk

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue CrossClaims1 LIBERTY PLAZA, New York, NY 10006$3,867,536
Atalanta SosnoffInvest Mgr101 PARK AVENUE, New York, NY 10178$466,984
BhmsInvest Mgr2200 ROSS AVENUE, Dallas, TX 75201$422,435
Mel FederLegal34-11 35TH AVE, Astoria, NY 11106$333,060
Alliance BernsteinInvest Mgr1345 AVENUE OF AMERICAS, New York, NY 10105$320,794
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$276,047,600
Investment Income
$88,666,433
Other Revenue
$416,445
Change in Net Assets
$136,681,645

Audited Revenue Reconciliation

Revenue per Audited Statements
$362,523,332
Revenue Not Reported on Financial Statements
$2,607,146
Revenue Not Reported on Form 990
$43,711,688
Other Revenue Adjustments
$1,023,044
Total Revenue per Audited Statements
$406,235,020
Total Revenue per Form 990
$365,130,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,092,906
Salaries, Compensation, and Employee Benefits$2,279,144
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$223,076,783--$223,076,783
Fees for Service Investment Mgmnt Fees$1,584,102--$1,584,102
Other Salaries and Wages$1,255,278--$1,255,278
Other Employee Benefits$610,934--$610,934
Fees for Services Legal$341,250--$341,250
Pension Plan Contributions$319,409--$319,409
Occupancy$293,904--$293,904
Fees for Services Accounting$237,123--$237,123
Fees for Services Other$182,414--$182,414
Information Technology$169,915--$169,915
Office Expenses$134,991--$134,991
Payroll Taxes$93,523--$93,523
Insurance$89,467--$89,467
Depreciation Depletion$43,924--$43,924
Conferences and Meetings$12,529--$12,529
Other Expenses$3,236--$3,236
Travel$51--$51
Total Functional Expenses$228,448,833$0$0$228,448,833

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$228,448,833
Expenses per Audited Statements$226,864,731
Total Expenses per Audited Statements$225,841,687
Expenses Not Reported on Financial Statements$1,584,102
Expenses Not Reported on Form 990$-1,023,044
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Trades Pending Settlement$6,659,347
Due to Related Fund$330,997
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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, Page 6, Part VI, Line 11B

“Form 990 was reviewed by the governing body & discussed with the accountant”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial statements available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Excavators Union 731 Welfare
EIN
13-1615440
Phone
7183919099
Address
34-11 35TH AVENUE, ASTORIA, NY 11106

Signing Officer

Name
Mark Key
Title
Fund Adm
Phone
7183910430
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Key
Formed
1950
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
6

Preparer

Firm
Castiglia Llp
Address
134 BURR RD, EAST NORTHPORT, NY 11731
Preparer
Robert V Castiglia CPA
Phone
6314867830
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide health & welfare benefit to participants and their dependents”

Form 990, Part XI, Line 9

“Medicare part d -1,023,044 medicare part d 1,023,044”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Medicare part d 1,023,044”

Schedule D, Page 4, Part XII, Line 2D

“Medicare part d -1,023,044”

Raw XML AppendixShowing 400 of 617 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01543527
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0504923
IRS990/AccountsReceivableGrp/BOYAmt036385830
IRS990/AccountsReceivableGrp/EOYAmt038439630
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0COLLECTIVELY BARGAINED MULTI-EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0223076783
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IRS990/BooksInCareOfDetail/PersonNm0BOOKKEEPER
IRS990/BooksInCareOfDetail/PhoneNum07184720820
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt034-11/19 35TH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ASTORIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011106
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07577109
IRS990/CashNonInterestBearingGrp/EOYAmt09570123
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012529
IRS990/ConferencesMeetingsGrp/TotalAmt012529
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt03867536
IRS990/ContractorCompensationGrp/CompensationAmt1466984
IRS990/ContractorCompensationGrp/CompensationAmt2422435
IRS990/ContractorCompensationGrp/CompensationAmt3333060
IRS990/ContractorCompensationGrp/CompensationAmt4320794
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1101 PARK AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22200 ROSS AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt334-11 35TH AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41345 AVENUE OF AMERICAS
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEW YORK
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IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
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IRS990/CYInvestmentIncomeAmt088666433
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0365130478
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt043924
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IRS990/Desc0TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm0CARMINE D'AMATO
IRS990/Form990PartVIISectionAGrp/PersonNm1DOMINIC VALDNER
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