Civic Intelligence

Division 726 Funeral Benefit Trust

EIN 13-3201820 • 501(c)9 • Staten Island, NY

Profile

Funeral benefits for union members

3948 Amboy RoadStaten Island, NY 10308

n/A

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2022

Asset Growth

90th percentile

14%

Faster asset growth than 90% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

76%

Faster revenue growth than 92% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$180,118

Up $21,790 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$180,118

Up $21,790 (+14%) from 2023

Revenue

Up

$63,790

Up $27,501 (+76%) from 2023

Expenses

Down

$42,000

Down $20,125 (-32%) from 2023

Net Income

Up

$21,790

Up $47,626 (+184%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $398,784Net Assets 2010: $398,7842010Assets 2011: $403,953Liabilities 2011: $0Net Assets 2011: $403,9532011Assets 2012: $424,155Liabilities 2012: $0Net Assets 2012: $424,1552012Assets 2013: $407,398Liabilities 2013: $0Net Assets 2013: $407,3982013Assets 2014: $397,446Liabilities 2014: $0Net Assets 2014: $397,4462014Assets 2015: $371,351Liabilities 2015: $0Net Assets 2015: $371,3512015Assets 2016: $350,273Liabilities 2016: $0Net Assets 2016: $350,2732016Assets 2017: $335,820Liabilities 2017: $0Net Assets 2017: $335,8202017Assets 2018: $333,946Liabilities 2018: $0Net Assets 2018: $333,9462018Assets 2019: $302,237Liabilities 2019: $0Net Assets 2019: $302,2372019Assets 2020: $242,787Liabilities 2020: $0Net Assets 2020: $242,7872020Assets 2021: $207,814Liabilities 2021: $0Net Assets 2021: $207,8142021Assets 2022: $184,164Liabilities 2022: $0Net Assets 2022: $184,1642022Assets 2023: $158,328Liabilities 2023: $0Net Assets 2023: $158,3282023Assets 2024: $180,118Liabilities 2024: $0Net Assets 2024: $180,1182024

Highlighted filing

2024

Assets$180,118
Liabilities$0
Net Assets$180,118

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $45,970Expenses 2010: $26,500Net Income 2010: $19,4702010Revenue 2011: $45,669Expenses 2011: $40,500Net Income 2011: $5,1692011Revenue 2012: $45,728Expenses 2012: $25,526Net Income 2012: $20,2022012Revenue 2013: $43,106Expenses 2013: $59,863Net Income 2013: -$16,7572013Revenue 2014: $43,167Expenses 2014: $53,119Net Income 2014: -$9,9522014Revenue 2015: $40,905Expenses 2015: $67,000Net Income 2015: -$26,0952015Revenue 2016: $38,977Expenses 2016: $60,055Net Income 2016: -$21,0782016Revenue 2017: $33,547Expenses 2017: $48,000Net Income 2017: -$14,4532017Revenue 2018: $48,126Expenses 2018: $50,000Net Income 2018: -$1,8742018Revenue 2019: $44,316Expenses 2019: $76,025Net Income 2019: -$31,7092019Revenue 2020: $44,550Expenses 2020: $104,000Net Income 2020: -$59,4502020Revenue 2021: $45,027Expenses 2021: $80,000Net Income 2021: -$34,9732021Revenue 2022: $41,017Expenses 2022: $64,667Net Income 2022: -$23,6502022Revenue 2023: $36,289Expenses 2023: $62,125Net Income 2023: -$25,8362023Revenue 2024: $63,790Expenses 2024: $42,000Net Income 2024: $21,7902024

Highlighted filing

2024

Revenue$63,790
Expenses$42,000
Net Income$21,790

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.64$0.42$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.36$0.62$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.41$0.65$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.45$0.80$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.45$1.04$0.59
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.44$0.76$0.32
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.48$0.50$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.34$0.48$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.39$0.60$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.41$0.67$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.43$0.53$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.43$0.60$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.00$4.24$0.46$0.26$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.46$0.41$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$3.99$0.46$0.27$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$63,790
Mission and Program Overview

Mission

Funeral benefits for union members

Program Services

DescriptionGrantsExpenses
FUNERAL BENEFITS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS MASONTrustee-$0--
DANIEL CASSELLATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Division 726 Funeral Benefit Trust
EIN
13-3201820
Phone
7186987700
Address
3948 AMBOY ROAD, STATEN ISLAND, NY 10308

Signing Officer

Name
Thomas Mason
Title
Trustee
Phone
7186987700
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
Preparer
Abdellatif Elmaghrabi
Phone
2125575666
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 4,790.

Raw XML Appendix93 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt042000
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ATU LOCAL 726
IRS990EZ/BooksInCareOfDetail/PhoneNum07186987700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03948 AMBOY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STATEN ISLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010308
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0158328
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0180118
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt021790
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0158328
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0180118
IRS990EZ/GrossReceiptsAmt063790
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04790
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt059000
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0158328
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0180118
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0158328
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0180118
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL CASSELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FUNERAL BENEFITS FOR UNION MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNERAL BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt042000
IRS990EZ/TotalRevenueAmt063790
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 4,790.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS MASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07186987700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIVISION 726 FUNERAL BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DIVI
ReturnHeader/Filer/EIN0133201820
ReturnHeader/Filer/PhoneNum07186987700
ReturnHeader/Filer/USAddress/AddressLine1Txt03948 AMBOY ROAD
ReturnHeader/Filer/USAddress/CityNm0STATEN ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010308
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132688836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGOFF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 LEXINGTON AVENUE 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100176603
ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABDELLATIF ELMAGHRABI
ReturnHeader/ReturnTs02025-10-29T17:11:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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