Civic Intelligence

New York Oil Heating Insurance Fund

EIN 13-5668118 • 501(c)9 • Hauppauge, NY

Profile

To provide health benefits to participants and dependents

200 Parkway Drive South 202Hauppauge, NY 11788

n/A

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.17x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$197,439

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 40.4% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

38th percentile

1.2%

Faster asset growth than 38% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

0.2%

Faster revenue growth than 34% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$6,308,783

Up $77,234 (+1.2%) from 2023

Liabilities

Down

$81,761

Down $157,645 (-66%) from 2023

Net Assets

Up

$6,227,022

Up $234,879 (+3.9%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin14th percentile

Revenue

Up

$489,228

Up $1,019 (+0.2%) from 2023

Expenses

Up

$590,041

Up $8,784 (+1.5%) from 2023

Net Income

Down

-$100,813

Down $7,765 (-8.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$10M$5.0M$0Assets 2011: $8,386,390Liabilities 2011: $72,472Net Assets 2011: $8,313,9182011Assets 2012: $7,920,048Liabilities 2012: $79,441Net Assets 2012: $7,840,6072012Assets 2013: $7,417,546Liabilities 2013: $47,314Net Assets 2013: $7,370,2322013Assets 2014: $6,854,866Liabilities 2014: $42,915Net Assets 2014: $6,811,9512014Assets 2015: $6,378,226Liabilities 2015: $66,050Net Assets 2015: $6,312,1762015Assets 2016: $6,214,080Liabilities 2016: $63,537Net Assets 2016: $6,150,5432016Assets 2017: $6,370,367Liabilities 2017: $50,084Net Assets 2017: $6,320,2832017Assets 2018: $5,879,814Liabilities 2018: $61,968Net Assets 2018: $5,817,8462018Assets 2019: $6,606,679Liabilities 2019: $258,349Net Assets 2019: $6,348,3302019Assets 2020: $6,968,575Liabilities 2020: $454,673Net Assets 2020: $6,513,9022020Assets 2021: $7,373,506Liabilities 2021: $573,882Net Assets 2021: $6,799,6242021Assets 2022: $6,357,255Liabilities 2022: $787,008Net Assets 2022: $5,570,2472022Assets 2023: $6,231,549Liabilities 2023: $239,406Net Assets 2023: $5,992,1432023Assets 2024: $6,308,783Liabilities 2024: $81,761Net Assets 2024: $6,227,0222024

Highlighted filing

2024

Assets$6,308,783
Liabilities$81,761
Net Assets$6,227,022
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,946,921Expenses 2011: $2,590,618Net Income 2011: -$643,6972011Revenue 2012: $1,192,429Expenses 2012: $1,644,969Net Income 2012: -$452,5402012Revenue 2013: $299,399Expenses 2013: $786,769Net Income 2013: -$487,3702013Revenue 2014: $140,182Expenses 2014: $701,049Net Income 2014: -$560,8672014Revenue 2015: $97,950Expenses 2015: $500,731Net Income 2015: -$402,7812015Revenue 2016: $649,671Expenses 2016: $989,815Net Income 2016: -$340,1442016Revenue 2017: $193,700Expenses 2017: $565,397Net Income 2017: -$371,6972017Revenue 2018: $665,783Expenses 2018: $436,992Net Income 2018: $228,7912018Revenue 2019: $318,565Expenses 2019: $491,942Net Income 2019: -$173,3772019Revenue 2020: $341,756Expenses 2020: $665,585Net Income 2020: -$323,8292020Revenue 2021: $574,324Expenses 2021: $678,454Net Income 2021: -$104,1302021Revenue 2022: $226,297Expenses 2022: $604,901Net Income 2022: -$378,6042022Revenue 2023: $488,209Expenses 2023: $581,257Net Income 2023: -$93,0482023Revenue 2024: $489,228Expenses 2024: $590,041Net Income 2024: -$100,8132024

Highlighted filing

2024

Revenue$489,228
Expenses$590,041
Net Income-$100,813
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,308,783
Liabilities
$81,761
Net assets
$6,227,022
Revenue
$489,228
Expenses
$590,041
Net income
-$100,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.31$0.08$6.23$0.49$0.59$0.10
2023Summary only. Only limited summary data is available for this year.$6.23$0.24$5.99$0.49$0.58$0.09
2022Summary only. Only limited summary data is available for this year.$6.36$0.79$5.57$0.23$0.60$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.37$0.57$6.80$0.57$0.68$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$0.45$6.51$0.34$0.67$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.26$6.35$0.32$0.49$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.06$5.82$0.67$0.44$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.05$6.32$0.19$0.57$0.37
2016Summary only. Only limited summary data is available for this year.$6.21$0.06$6.15$0.65$0.99$0.34
2015Summary only. Only limited summary data is available for this year.$6.38$0.07$6.31$0.10$0.50$0.40
2014Summary only. Only limited summary data is available for this year.$6.85$0.04$6.81$0.14$0.70$0.56
2013Summary only. Only limited summary data is available for this year.$7.42$0.05$7.37$0.30$0.79$0.49
2012Summary only. Only limited summary data is available for this year.$7.92$0.08$7.84$1.19$1.64$0.45
2011Summary only. Only limited summary data is available for this year.$8.39$0.07$8.31$1.95$2.59$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$1,761,509
Mission and Program Overview

Mission

To provide health benefits to participants and dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,992,143$6,227,022▲ $234,879
Investments in Publicly Traded Securities$5,871,778$6,104,566▲ $232,788
Savings and Temporary Cash Investments$201,101$194,462▼ $6,639
Prepaid Expenses and Deferred Charges$7,911$7,911→ $0
Land, Buildings, and Equipment, Net$0$1,770▲ $1,770
Accounts Receivable$12,219$74▼ $12,145
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,231,549$6,308,783▲ $77,234
Other Assets Total$138,540$0▼ $138,540
Liabilities
Other Liabilities$167,286$0▼ $167,286
Accounts Payable and Accrued Expenses$72,120$81,761▲ $9,641
Total Liabilities$239,406$81,761▼ $157,645
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,992,143$6,227,022▲ $234,879
Total Liabilities and Net Assets / Fund Balance$6,231,549$6,308,783▲ $77,234

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,770$7,586$9,356
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Allison a HeaneyTrustee
Vincent TheurerTrustee
Rocco J LacertosaAdministrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$108,979
Investment Income
$380,249
Other Revenue
$0
Change in Net Assets
$-100,813

Audited Revenue Reconciliation

Revenue per Audited Statements
$437,527
Revenue Not Reported on Financial Statements
$51,700
Revenue Not Reported on Form 990
$335,692
Total Revenue per Audited Statements
$773,219
Total Revenue per Form 990
$489,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$217,571
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---$372,470
Fees for Services Other---$64,800
Fees for Service Investment Mgmnt Fees---$51,700
Fees for Services Accounting---$37,000
Fees for Services Legal---$20,391
Insurance---$16,024
Other Expenses---$294
Depreciation Depletion---$197
Total Functional Expenses$0$0$0$590,041

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$590,041
Expenses per Audited Statements$538,341
Total Expenses per Audited Statements$538,341
Expenses Not Reported on Financial Statements$51,700
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
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 B, Line 11B

“The form 990 is reviewed by the fund administrator and board of trustees prior to the form being filed.”

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

“On an annual basis, all officers, directors & trustees must complete a questionnaire to disclose actual or potential conflicts of interest. Completed questionnaires are then reviewed by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available to participants upon request.”

Filing and Contact Details

Filer

Filer Name
New York Oil Heating Insurance Fund
EIN
13-5668118
Phone
2126951380
Address
200 PARKWAY DRIVE SOUTH 202, HAUPPAUGE, NY 11788

Signing Officer

Name
Rocco Lacertosa
Title
Administrator
Phone
2126951380
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rocco Lacertosa
Formed
1949
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Weaver & Tidwell Llp
Address
500 N BROADWAY SUITE 101, JERICHO, NY 11753
Preparer
Michael Friedman CPA
Phone
2126955003
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“CONSULTING 64,800.”

FORM 990, PART XII, LINE 2C:

“The plan administrator and board of trustees assume responsibility for oversight of the audit of its financial statements and selection of an independent auditor. This process is the same as in prior years.”

Financial Statement Notes

PART X, LINE 2:

“Us gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix373 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/BOYAmt072120
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt081761
IRS990/AccountsReceivableGrp/BOYAmt012219
IRS990/AccountsReceivableGrp/EOYAmt074
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND DEPENDENTS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0372470
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MR ROCCO LACERTOSA ADMINISTRATOR
IRS990/BooksInCareOfDetail/PhoneNum02126951380
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 PARKWAY DRIVE SOUTH SUITE 202
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAUPPAUGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011788
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0372470
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0380249
IRS990/CYOtherExpensesAmt0217571
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0108979
IRS990/CYRevenuesLessExpensesAmt0-100813
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0590041
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0489228
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0197
IRS990/Desc0THE FUND PROVIDES LIFE INSURANCE AND DISABILITY INCOME BENEFITS TO APPROXIMATELY 308 PARTICIPANTS AND DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt037000
IRS990/FeesForServicesLegalGrp/TotalAmt020391
IRS990/FeesForServicesOtherGrp/TotalAmt064800
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt051700
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220520
IRS990/Form990PartVIISectionAGrp/PersonNm0ALLISON A HEANEY
IRS990/Form990PartVIISectionAGrp/PersonNm1VINCENT THEURER
IRS990/Form990PartVIISectionAGrp/PersonNm2ROCCO J LACERTOSA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2176919
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0169350
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01441631
IRS990/GrossReceiptsAmt01761509
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt016024
IRS990/InvestmentIncomeGrp/ExclusionAmt0210899
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0210899
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05871778
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06104566
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07586
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01770
IRS990/LandBldgEquipCostOrOtherBssAmt09356
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01272281
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND DEPENDENTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05992143
IRS990/NetAssetsOrFundBalancesEOYAmt06227022
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0169350
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0169350
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0335692
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0138540
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REIMB. OF COMMON ADMIN.
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt027165
IRS990/OtherExpensesGrp/TotalAmt1294
IRS990/OtherLiabilitiesGrp/BOYAmt0167286
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherOrganizationDsc0EMPLOYEE BENEFIT PLAN
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07911
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07911
IRS990/PrincipalOfficerNm0ROCCO LACERTOSA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0108979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0108979
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0217647
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0140273
IRS990/PYRevenuesLessExpensesAmt0-93048
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0581257
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0488209
IRS990/ReconcilationRevenueExpnssAmt0-100813
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05992143
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06227022
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0201101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0194462
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt051700
IRS990ScheduleD/ExpensesSubtotalAmt0538341
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt051700
IRS990ScheduleD/InvestmentExpensesNotIncldAmt051700
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0335692
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01770
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07586
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09356
IRS990ScheduleD/RevenueNotReportedAmt0335692
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt051700
IRS990ScheduleD/RevenueSubtotalAmt0437527
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0590041
IRS990ScheduleD/TotalRevenuePerForm990Amt0489227
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0773219
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0538341
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0176919
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011674
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROCCO J LACERTOSA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0197439
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR AND BOARD OF TRUSTEES PRIOR TO THE FORM BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS, ALL OFFICERS, DIRECTORS & TRUSTEES MUST COMPLETE A QUESTIONNAIRE TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. COMPLETED QUESTIONNAIRES ARE THEN REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING 64,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN ADMINISTRATOR AND BOARD OF TRUSTEES ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS IS THE SAME AS IN PRIOR YEARS.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0METROPOLITAN HEAT & POWER CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1APPROVED OIL CO OF BROOKLYN INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2EAST COAST PETROLEUM INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3PETRO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BAYSIDE FUEL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5BLUE DIAMOND FUEL OIL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6BORO FUEL OIL CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7UNITED METRO FUEL OIL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8MONTEBELLO FUEL OIL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9NEW UTRECHT FUEL OIL CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10PACIFIC ENERGY CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11COHLER FUEL OIL CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12ROCKWAY FUEL OIL CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13SJ FUEL CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14SCHILDWACHTER & SONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15SKAGGS-WALSH INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16SPRAGUE RESOURCE GB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW YORK STATE ENERGY COALITION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 553 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LOCAL UNION 553
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3LOCAL 550 TEAMSTER BAKERY DRIVERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0135668120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRADE ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0200 PARKWAY DRIVE SOUTH SUITE 202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HAUPPAUGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011788
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt027165
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST ALLOCATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NEW YORK STATE ENERGY COALITION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06231549
IRS990/TotalAssetsEOYAmt06308783
IRS990/TotalAssetsGrp/BOYAmt06231549
IRS990/TotalAssetsGrp/EOYAmt06308783
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0590041
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0239406
IRS990/TotalLiabilitiesEOYAmt081761
IRS990/TotalLiabilitiesGrp/BOYAmt0239406
IRS990/TotalLiabilitiesGrp/EOYAmt081761
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05992143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06227022
IRS990/TotalOtherCompensationAmt020520
IRS990/TotalProgramServiceRevenueAmt0108979
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0380249
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108979
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0489228
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06231549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06308783
IRS990/TotReportableCompRltdOrgAmt0176919
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 PARKWAY DRIVE SOUTH 202
IRS990/USAddress/CityNm0HAUPPAUGE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011788
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROCCO LACERTOSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02126951380
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK OIL HEATING INSURANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0135668118
ReturnHeader/Filer/PhoneNum02126951380
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 PARKWAY DRIVE SOUTH 202
ReturnHeader/Filer/USAddress/CityNm0HAUPPAUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011788
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER & TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 N BROADWAY SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERICHO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011753
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL FRIEDMAN CPA
ReturnHeader/ReturnTs02025-11-04T10:49:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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