Civic Intelligence

Aawws Welfare Fund

990EZ • Fiscal year 2023 • EIN 13-6119210

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 14, 2024

Organization ProfileN A

View Organization Page

5 Hanover Square 23rd FloorNew York, NY 10004-2824

(212) 482-8600

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.54x

Higher debt load relative to assets than 92% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

1.24x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-78%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2023 filings • 501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

11%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

107%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Flat

$359,212

Flat from 2023

Net Assets

$164,681

No earlier filing loaded for comparison.

Liabilities

Flat

$194,531

Flat from 2023

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin20th percentile

Revenue

Flat

$157,438

Flat from 2023

Expenses

Flat

$280,286

Flat from 2023

Net Income

Flat

-$122,848

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$600K$400K$200K$0Assets 2011: $109,483Liabilities 2011: $8,6202011Assets 2012: $27,825Liabilities 2012: $6512012Assets 2013: $151,196Liabilities 2013: $02013Assets 2014: $217,579Liabilities 2014: $23,7562014Assets 2015: $287,838Liabilities 2015: $39,0772015Assets 2016: $351,656Liabilities 2016: $57,4202016Assets 2017: $395,189Liabilities 2017: $60,8232017Assets 2018: $433,998Liabilities 2018: $72,8902018Assets 2019: $438,364Liabilities 2019: $72,8902019Assets 2020: $388,491Liabilities 2020: $02020Assets 2021: $318,404Liabilities 2021: $02021Assets 2022: $323,205Liabilities 2022: $35,6762022Assets 2023: $359,212Liabilities 2023: $194,531Net Assets 2023: $164,6812023Assets 2023: $359,212Liabilities 2023: $194,5312023Assets 2024: $384,578Liabilities 2024: $185,435Net Assets 2024: $199,1432024

Highlighted filing

2023

Assets$359,212
Liabilities$194,531
Net Assets$164,681
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$200K$0-$200KRevenue 2011: $149,789Expenses 2011: $130,743Net Income 2011: $19,0462011Revenue 2012: $153,937Expenses 2012: $123,623Net Income 2012: $30,3142012Revenue 2013: $138,354Expenses 2013: $128,633Net Income 2013: $9,7212013Revenue 2014: $148,008Expenses 2014: $105,381Net Income 2014: $42,6272014Revenue 2015: $157,097Expenses 2015: $102,159Net Income 2015: $54,9382015Revenue 2016: $155,710Expenses 2016: $110,236Net Income 2016: $45,4742016Revenue 2017: $151,025Expenses 2017: $110,893Net Income 2017: $40,1322017Revenue 2018: $158,059Expenses 2018: $119,544Net Income 2018: $38,5152018Revenue 2019: $150,702Expenses 2019: $131,335Net Income 2019: $19,3672019Revenue 2020: $146,934Expenses 2020: $120,384Net Income 2020: $26,5502020Revenue 2021: $140,595Expenses 2021: $161,946Net Income 2021: -$21,3512021Revenue 2022: $76,107Expenses 2022: $106,984Net Income 2022: -$30,8772022Revenue 2023: $157,438Expenses 2023: $280,286Net Income 2023: -$122,8482023Revenue 2023: $157,438Expenses 2023: $280,286Net Income 2023: -$122,8482023Revenue 2024: $115,035Expenses 2024: $80,573Net Income 2024: $34,4622024

Highlighted filing

2023

Revenue$157,438
Expenses$280,286
Net Income-$122,848
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 14, 2024
Return Version
2022v5.0
Gross Receipts
$157,438
Mission and Program Overview

Mission

The primary purpose is to provide health and life benefits to its participants under a collective bargaining agreement.

Program Services

DescriptionGrantsExpenses
Health and life benefits - Participants$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL STEELETrustee-$0--
ROBERT MALONEYTrustee-$0--
WILLIAM GOUGHTrustee-$0--
DONALD SOWATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Aawws Welfare Fund
EIN
13-6119210
In Care Of
% MICHAEL C STEELE
Address
5 HANOVER SQUARE 23RD FLOOR, NEW YORK, NY 10004-2824

Signing Officer

Name
Michael C Steele
Title
Trustee
Signed
2024-08-14
Supplemental Narrative

Additional Explanations

Doing Business As Names

“a.k.a. AAWWS WELFARE TRUST”

Part I, line 16

“| Other Expenses:, Amount:| Insurance Expense, $2354|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Receivables and prepaid expenses, $17443, $46916|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Accounts payable and benefit obligations, $35676, $14917| Post retirement obligations, $0, $179614|”

Raw XML Appendix111 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0248312
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0R MARKEY & SONS INC
IRS990EZ/BooksInCareOfDetail/PhoneNum02124828600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 HANOVER SQUARE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt023RD FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0100042824
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0305762
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0312296
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-122848
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt029620
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0323205
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0359212
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0157438
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013615
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0287529
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0164681
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0287529
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0164681
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT MALONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM GOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD SOWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017443
IRS990EZ/OtherAssetsTotalDetail/EOYAmt046916
IRS990EZ/OtherExpensesTotalAmt02354
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSE IS TO PROVIDE HEALTH AND LIFE BENEFITS TO ITS PARTICIPANTS UNDER A COLLECTIVE BARGAINING AGREEMENT.
IRS990EZ/ProgramServiceRevenueAmt0143823
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Health and life benefits - Participants
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt035676
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0194531
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0280286
IRS990EZ/TotalRevenueAmt0157438
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0a.k.a. AAWWS WELFARE TRUST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Insurance Expense, $2354|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Receivables and prepaid expenses, $17443, $46916|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Accounts payable and benefit obligations, $35676, $14917| Post retirement obligations, $0, $179614|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael C Steele
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AAWWS WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0AAWW
ReturnHeader/Filer/EIN0136119210
ReturnHeader/Filer/ForeignPhoneNum02124828600
ReturnHeader/Filer/InCareOfNm0% MICHAEL C STEELE
ReturnHeader/Filer/USAddress/AddressLine1Txt05 HANOVER SQUARE 23RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100042824
ReturnHeader/ReturnTs02024-08-14T03:40:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,212
Liabilities
$194,531
Net assets
$164,681
Revenue
$157,438
Expenses
$280,286
Net income
-$122,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.85$1.85$1.99$1.15$0.81$0.34
2023Detailed filing. Detailed filing data is available for this year.$3.59$1.95$1.65$1.57$2.80$1.23
2023Summary only. Only limited summary data is available for this year.$3.59$1.95$1.57$2.80$1.23
2022Summary only. Only limited summary data is available for this year.$3.23$0.36$0.76$1.07$0.31
2021Summary only. Only limited summary data is available for this year.$3.18$0.00$1.41$1.62$0.21
2020Summary only. Only limited summary data is available for this year.$3.88$0.00$1.47$1.20$0.27
2019Summary only. Only limited summary data is available for this year.$4.38$0.73$1.51$1.31$0.19
2018Summary only. Only limited summary data is available for this year.$4.34$0.73$1.58$1.20$0.39
2017Summary only. Only limited summary data is available for this year.$3.95$0.61$1.51$1.11$0.40
2016Summary only. Only limited summary data is available for this year.$3.52$0.57$1.56$1.10$0.45
2015Summary only. Only limited summary data is available for this year.$2.88$0.39$1.57$1.02$0.55
2014Summary only. Only limited summary data is available for this year.$2.18$0.24$1.48$1.05$0.43
2013Summary only. Only limited summary data is available for this year.$1.51$0.00$1.38$1.29$0.10
2012Summary only. Only limited summary data is available for this year.$0.28$0.01$1.54$1.24$0.30
2011Summary only. Only limited summary data is available for this year.$1.09$0.09$1.50$1.31$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)9 • <$500k nonprofits