Civic Intelligence

Cement & Concrete Workers District Council Welfare Fund

990 • Fiscal year 2024 • EIN 13-5542693

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 23, 2025

Organization ProfileWWW.CCWBF.ORG

View Organization Page

214-38 42nd Avenue 2nd FloorBayside, NY 11361

(718) 762-6133

Siviq Scores

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

Liabilities / Assets

67th percentile

0.11x

Higher debt load relative to assets than 67% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.24x

Higher debt load relative to revenue than 77% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

9th percentile

-25%

Higher net margin than 9% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$232,576

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

22%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$70,043,469

Down $10,603,964 (-13%) from 2023

Net Assets

Down

$62,352,764

Down $12,948,130 (-17%) from 2023

Liabilities

Up

$7,690,705

Up $2,344,166 (+44%) from 2023

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin9th percentile

Revenue

Up

$31,733,715

Up $5,827,782 (+22%) from 2023

Expenses

Up

$39,578,600

Up $2,042,399 (+5.4%) from 2023

Net Income

Up

-$7,844,885

Up $3,785,383 (+33%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$150M$100M$50M$0Assets 2011: $77,899,935Liabilities 2011: $2,748,273Net Assets 2011: $75,151,6622011Assets 2012: $84,019,284Liabilities 2012: $3,019,598Net Assets 2012: $80,999,6862012Assets 2013: $89,543,412Liabilities 2013: $3,035,902Net Assets 2013: $86,507,5102013Assets 2014: $93,389,899Liabilities 2014: $2,261,695Net Assets 2014: $91,128,2042014Assets 2015: $103,665,927Liabilities 2015: $3,435,313Net Assets 2015: $100,230,6142015Assets 2016: $115,632,910Liabilities 2016: $9,125,349Net Assets 2016: $106,507,5612016Assets 2017: $125,359,592Liabilities 2017: $12,846,097Net Assets 2017: $112,513,4952017Assets 2018: $114,605,489Liabilities 2018: $10,438,286Net Assets 2018: $104,167,2032018Assets 2019: $116,121,628Liabilities 2019: $8,241,261Net Assets 2019: $107,880,3672019Assets 2020: $115,159,029Liabilities 2020: $8,660,355Net Assets 2020: $106,498,6742020Assets 2021: $115,712,146Liabilities 2021: $7,772,016Net Assets 2021: $107,940,1302021Assets 2022: $89,661,297Liabilities 2022: $6,447,117Net Assets 2022: $83,214,1802022Assets 2023: $80,647,433Liabilities 2023: $5,346,539Net Assets 2023: $75,300,8942023Assets 2024: $70,043,469Liabilities 2024: $7,690,705Net Assets 2024: $62,352,7642024

Highlighted filing

2024

Assets$70,043,469
Liabilities$7,690,705
Net Assets$62,352,764
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $22,604,215Expenses 2011: $20,891,061Net Income 2011: $1,713,1542011Revenue 2012: $22,648,532Expenses 2012: $21,425,964Net Income 2012: $1,222,5682012Revenue 2013: $22,670,705Expenses 2013: $22,824,738Net Income 2013: -$154,0332013Revenue 2014: $26,821,656Expenses 2014: $24,129,026Net Income 2014: $2,692,6302014Revenue 2015: $35,173,042Expenses 2015: $23,851,192Net Income 2015: $11,321,8502015Revenue 2016: $41,317,079Expenses 2016: $29,521,411Net Income 2016: $11,795,6682016Revenue 2017: $31,762,879Expenses 2017: $33,655,259Net Income 2017: -$1,892,3802017Revenue 2018: $34,318,844Expenses 2018: $37,666,603Net Income 2018: -$3,347,7592018Revenue 2019: $39,163,367Expenses 2019: $38,444,874Net Income 2019: $718,4932019Revenue 2020: $26,974,249Expenses 2020: $36,854,931Net Income 2020: -$9,880,6822020Revenue 2021: $34,540,506Expenses 2021: $37,758,131Net Income 2021: -$3,217,6252021Revenue 2022: $23,284,267Expenses 2022: $34,553,735Net Income 2022: -$11,269,4682022Revenue 2023: $25,905,933Expenses 2023: $37,536,201Net Income 2023: -$11,630,2682023Revenue 2024: $31,733,715Expenses 2024: $39,578,600Net Income 2024: -$7,844,8852024

Highlighted filing

2024

Revenue$31,733,715
Expenses$39,578,600
Net Income-$7,844,885
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$54,116,113
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$75,300,894$62,352,764▼ $12,948,130
Investments Other Securities$43,901,427$35,321,932▼ $8,579,495
Investments in Publicly Traded Securities$26,052,086$19,428,672▼ $6,623,414
Cash and Non-Interest-Bearing Accounts$3,443,797$7,625,096▲ $4,181,299
Accounts Receivable$5,139,247$6,013,522▲ $874,275
Savings and Temporary Cash Investments$1,514,054$1,132,807▼ $381,247
Land, Buildings, and Equipment, Net$596,822$521,440▼ $75,382
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$80,647,433$70,043,469▼ $10,603,964
Liabilities
Other Liabilities$5,282,157$7,640,875▲ $2,358,718
Accounts Payable and Accrued Expenses$64,382$49,830▼ $14,552
Total Liabilities$5,346,539$7,690,705▲ $2,344,166
Net Assets / Fund Balance
Total Net Assets Fund Balance$75,300,894$62,352,764▼ $12,948,130
Total Liabilities and Net Assets / Fund Balance$80,647,433$70,043,469▼ $10,603,964

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$282,510$240,292$522,802
Leasehold Improvements$238,930$36,756$275,686
Other Securities$11,669,735--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Abby KaplanInterim Fd Admin- Thru 7/2024PT$181,683$50,893$232,576
Alexa ArtaleEmployeePT$140,869$51,917$192,786
Christina MaderichFund Administrator- Eff 5/2024PT$125,873$37,649$163,522

Board Members and Trustees

NameTitle
Eric LeeEmployer Trustee
Joseph MitrioneEmployer Trustee
KEVIN O'BRIENEmployer Trustee
Michael SalgoEmployer Trustee
Angelo AngeloneUnion Trustee
Anthony AmellaUnion Trustee
KIERAN O'SULLIVANUnion Trustee
Brian DaluiseUnion Trustee- Eff 5/2024
John PetersUnion Trustee- Thru 5/2024

Highest Paid Contractors

ContractorServicesLocationCompensation
Empire Healthchoice Assurance INCHealth Claims ProcessorONE LIBERTY PLAZA STE 200, New York, NY 10006$504,042
Gorlick Kravitz & Listhaus PCLegal29 BROADWAY 20TH FLR, New York, NY 10006$480,688
Fitzsimmons Abrams LLPPayroll Audit7600 JERICHO TURNPIKE 210, Woodbury, NY 11797$287,722
BasysComputer15300 W 105TH TERRACE, Lenexa, KS 66219$173,933
Proskauer Rose LLPLegal11 TIMES SQUARE, New York, NY 10036$152,719
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,240,469
Investment Income
$11,278,905
Other Revenue
$214,341
Change in Net Assets
$-7,844,885

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,582,832
Revenue Not Reported on Financial Statements
$150,883
Revenue Not Reported on Form 990
$-5,103,245
Total Revenue per Audited Statements
$26,479,587
Total Revenue per Form 990
$31,733,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,313,158
Other Expenses$378,925
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$37,886,517
Fees for Services Legal---$633,407
Other Salaries and Wages---$596,266
Current Officers, Directors, Trustees, and Key Employees---$396,098
Fees for Services Accounting---$337,658
Information Technology---$286,927
Pension Plan Contributions---$170,817
Insurance---$166,867
Fees for Service Investment Mgmnt Fees---$150,883
Office Expenses---$140,323
Occupancy---$126,934
Fees for Services Other---$107,147
Other Employee Benefits---$76,618
Depreciation Depletion---$75,382
Payroll Taxes---$73,359
Other Expenses---$-1,646,603
Total Functional Expenses$0$0$0$39,578,600

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$39,578,600
Expenses per Audited Statements$38,400,350
Total Expenses per Audited Statements$38,400,350
Expenses Not Reported on Financial Statements$1,178,250
Other Expense Adjustments$1,027,367
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Alexa ArtaleFamily MemberEmploymentNo$192,786
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Plans Current Benefit Obligations$6,014,778
Due to Affiliates$1,626,097
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
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The fund is jointly administered by trustees who are appointed by the district council and by employer associations.”

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

“A copy of form 990 is provided to all voting members of the governing body and reviewed at a regularly scheduled board meeting prior to submission.”

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

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Documents are available to the public to the extent required by law. Participants may view documents at the fund office upon request.”

Filing and Contact Details

Filer

Filer Name
Cement and Concrete Workers Dc
EIN
13-5542693
Phone
7187626133
Address
214-38 42ND AVENUE 2ND FLOOR, BAYSIDE, NY 11361

Signing Officer

Name
Michael Salgo
Title
Employer Trustee
Phone
7187626133
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina Maderich
Formed
1949
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
11
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in ibnr 1,027,367.”

Raw XML AppendixShowing 400 of 705 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt064382
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt049830
IRS990/AccountsReceivableGrp/BOYAmt05139247
IRS990/AccountsReceivableGrp/EOYAmt06013522
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt037886517
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINA MADERICH
IRS990/BooksInCareOfDetail/PhoneNum07187626133
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0214-38 42ND AVENUE 2ND FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAYSIDE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011361
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03443797
IRS990/CashNonInterestBearingGrp/EOYAmt07625096
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt07
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0396098
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0504042
IRS990/ContractorCompensationGrp/CompensationAmt1480688
IRS990/ContractorCompensationGrp/CompensationAmt2287722
IRS990/ContractorCompensationGrp/CompensationAmt3173933
IRS990/ContractorCompensationGrp/CompensationAmt4152719
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0ONE LIBERTY PLAZA STE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt129 BROADWAY 20TH FLR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt27600 JERICHO TURNPIKE 210
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt315300 W 105TH TERRACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt411 TIMES SQUARE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2WOODBURY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3LENEXA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3KS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd110006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd211797
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd366219
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd410036
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0EMPIRE HEALTHCHOICE ASSURANCE INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1GORLICK KRAVITZ & LISTHAUS PC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2FITZSIMMONS ABRAMS LLP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3BASYS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4PROSKAUER ROSE LLP
IRS990/ContractorCompensationGrp/ServicesDesc0HEALTH CLAIMS PROCESSOR
IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc2PAYROLL AUDIT
IRS990/ContractorCompensationGrp/ServicesDesc3COMPUTER
IRS990/ContractorCompensationGrp/ServicesDesc4LEGAL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt037886517
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011278905
IRS990/CYOtherExpensesAmt0378925
IRS990/CYOtherRevenueAmt0214341
IRS990/CYProgramServiceRevenueAmt020240469
IRS990/CYRevenuesLessExpensesAmt0-7844885
IRS990/CYSalariesCompEmpBnftPaidAmt01313158
IRS990/CYTotalExpensesAmt039578600
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt031733715
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt075382
IRS990/Desc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0337658
IRS990/FeesForServicesLegalGrp/TotalAmt0633407
IRS990/FeesForServicesOtherGrp/TotalAmt0107147
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0150883
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt031.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt127.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt09.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt29.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt050893
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt151917
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt237649
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ABBY KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ALEXA ARTALE
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTINA MADERICH
IRS990/Form990PartVIISectionAGrp/PersonNm3ANGELO ANGELONE
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTHONY AMELLA
IRS990/Form990PartVIISectionAGrp/PersonNm5KIERAN O'SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN DALUISE
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL SALGO
IRS990/Form990PartVIISectionAGrp/PersonNm9ERIC LEE
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSEPH MITRIONE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0181683
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1140869
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2125873
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0INTERIM FD ADMIN- THRU 7/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2FUND ADMINISTRATOR- EFF 5/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE- THRU 5/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE- EFF 5/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt09702285
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt032084683
IRS990/GrossReceiptsAmt054116113
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0286927
IRS990/InsuranceGrp/TotalAmt0166867
IRS990/InvestmentIncomeGrp/ExclusionAmt01576620
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01576620
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt043901427
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt035321932
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026052086
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019428672
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0277048
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0596822
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0521440
IRS990/LandBldgEquipCostOrOtherBssAmt0798488
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt022382398
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt075300894
IRS990/NetAssetsOrFundBalancesEOYAmt062352764
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09702285
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09702285
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5103245
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0126934
IRS990/OfficeExpensesGrp/TotalAmt0140323
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt076618
IRS990/OtherExpensesGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0-1646603
IRS990/OtherLiabilitiesGrp/BOYAmt05282157
IRS990/OtherLiabilitiesGrp/EOYAmt07640875
IRS990/OtherRevenueMiscGrp/BusinessCd0238900
IRS990/OtherRevenueMiscGrp/BusinessCd1238900
IRS990/OtherRevenueMiscGrp/Desc0MEDICARE PART D
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0208511
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15830
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0208511
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15830
IRS990/OtherRevenueTotalAmt0214341
IRS990/OtherSalariesAndWagesGrp/TotalAmt0596266
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt073359
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0170817
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTINA MADERICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0238900
IRS990/ProgramServiceRevenueGrp/BusinessCd1238900
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015693234
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14547235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015693234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14547235
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt035725322
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04914020
IRS990/PYOtherExpensesAmt0431470
IRS990/PYOtherRevenueAmt0389309
IRS990/PYProgramServiceRevenueAmt020602604
IRS990/PYRevenuesLessExpensesAmt0-11630268
IRS990/PYSalariesCompEmpBnftPaidAmt01379409
IRS990/PYTotalExpensesAmt037536201
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt025905933
IRS990/ReconcilationRevenueExpnssAmt0-7844885
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt075300894
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt062352764
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01514054
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01132807
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01178250
IRS990ScheduleD/ExpensesSubtotalAmt038400350
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0150883
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0150883
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0238930
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt036756
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0275686
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-5103245
IRS990ScheduleD/OtherExpensesNotIncludedAmt01027367
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0282510
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0240292
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0522802
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01626097
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16014778
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLANS CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07033916
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt116618281
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt211669735
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON/COLLECTIVE TRUST FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PARTNERSHIP/JOINT VENTURE INTERESTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2103-12 INVESTMENT ENTITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-5103245
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0150883
IRS990ScheduleD/RevenueSubtotalAmt031582832
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR 1,027,367.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0521440
IRS990ScheduleD/TotalBookValueSecuritiesAmt035321932
IRS990ScheduleD/TotalExpensesPerForm990Amt039578600
IRS990ScheduleD/TotalLiabilityAmt07640875
IRS990ScheduleD/TotalRevenuePerForm990Amt031733715
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt026479587
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt038400350
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0181683
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1140869
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2125873
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt043010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt140737
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt231475
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt07883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt111180
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt26174
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ABBY KAPLAN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$70,043,469
Liabilities
$7,690,705
Net assets
$62,352,764
Revenue
$31,733,715
Expenses
$39,578,600
Net income
-$7,844,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.0$7.69$62.4$31.7$39.6$7.84
2023Summary only. Only limited summary data is available for this year.$80.6$5.35$75.3$25.9$37.5$11.6
2022Summary only. Only limited summary data is available for this year.$89.7$6.45$83.2$23.3$34.6$11.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$7.77$108$34.5$37.8$3.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$8.66$106$27.0$36.9$9.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$8.24$108$39.2$38.4$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$10.4$104$34.3$37.7$3.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$12.8$113$31.8$33.7$1.89
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$9.13$107$41.3$29.5$11.8
2015Detailed filing. Detailed filing data is available for this year.$104$3.44$100$35.2$23.9$11.3
2014Detailed filing. Detailed filing data is available for this year.$93.4$2.26$91.1$26.8$24.1$2.69
2013Detailed filing. Detailed filing data is available for this year.$89.5$3.04$86.5$22.7$22.8$0.15
2012Summary only. Only limited summary data is available for this year.$84.0$3.02$81.0$22.6$21.4$1.22
2011Summary only. Only limited summary data is available for this year.$77.9$2.75$75.2$22.6$20.9$1.71
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)9 • $50M-$100M nonprofits