Civic Intelligence

Csa Welfare Fund

EIN 13-6203811 • 501(c)9 • New York, NY

View Organization Page

Profile

To provide medical and health benefits to members.

40 Rector Street 12th FloorNew York, NY 10006

www.csawf.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.08x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.12x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

3.1%

Faster asset growth than 43% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

2.2%

Faster revenue growth than 36% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$20,581,492

Up $620,530 (+3.1%) from 2023

Liabilities

Up

$1,634,627

Up $96,244 (+6.3%) from 2023

Net Assets

Up

$18,946,865

Up $524,286 (+2.8%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin15th percentile

Revenue

Up

$13,920,308

Up $293,142 (+2.2%) from 2023

Expenses

Up

$15,474,237

Up $2,498,201 (+19%) from 2023

Net Income

Down

-$1,553,929

Down $2,205,059 (-339%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$30M$20M$10M$0Assets 2010: $13,783,982Liabilities 2010: $952,062Net Assets 2010: $12,831,9202010Assets 2011: $13,530,732Liabilities 2011: $1,119,724Net Assets 2011: $12,411,0082011Assets 2012: $13,271,564Liabilities 2012: $1,218,326Net Assets 2012: $12,053,2382012Assets 2013: $13,723,644Liabilities 2013: $967,988Net Assets 2013: $12,755,6562013Assets 2014: $13,788,196Liabilities 2014: $1,744,666Net Assets 2014: $12,043,5302014Assets 2015: $13,117,584Liabilities 2015: $2,204,090Net Assets 2015: $10,913,4942015Assets 2016: $13,229,540Liabilities 2016: $2,027,440Net Assets 2016: $11,202,1002016Assets 2017: $13,378,932Liabilities 2017: $2,467,764Net Assets 2017: $10,911,1682017Assets 2018: $12,792,419Liabilities 2018: $2,461,962Net Assets 2018: $10,330,4572018Assets 2019: $14,337,808Liabilities 2019: $1,681,630Net Assets 2019: $12,656,1782019Assets 2020: $19,307,495Liabilities 2020: $3,050,173Net Assets 2020: $16,257,3222020Assets 2021: $21,449,195Liabilities 2021: $2,672,091Net Assets 2021: $18,777,1042021Assets 2022: $18,744,624Liabilities 2022: $1,290,362Net Assets 2022: $17,454,2622022Assets 2023: $19,960,962Liabilities 2023: $1,538,383Net Assets 2023: $18,422,5792023Assets 2024: $20,581,492Liabilities 2024: $1,634,627Net Assets 2024: $18,946,8652024

Highlighted filing

2024

Assets$20,581,492
Liabilities$1,634,627
Net Assets$18,946,865
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,210,3852010Expenses 2011: $11,027,3302011Expenses 2012: $11,745,9052012Expenses 2013: $10,354,4022013Revenue 2014: $11,492,922Expenses 2014: $12,437,762Net Income 2014: -$944,8402014Revenue 2015: $12,024,016Expenses 2015: $12,524,296Net Income 2015: -$500,2802015Revenue 2016: $12,731,295Expenses 2016: $12,832,955Net Income 2016: -$101,6602016Revenue 2017: $12,640,169Expenses 2017: $13,058,165Net Income 2017: -$417,9962017Revenue 2018: $13,296,307Expenses 2018: $13,554,490Net Income 2018: -$258,1832018Revenue 2019: $14,986,758Expenses 2019: $13,001,743Net Income 2019: $1,985,0152019Revenue 2020: $15,655,517Expenses 2020: $12,408,878Net Income 2020: $3,246,6392020Revenue 2021: $15,311,602Expenses 2021: $12,725,320Net Income 2021: $2,586,2822021Revenue 2022: $15,135,322Expenses 2022: $12,753,902Net Income 2022: $2,381,4202022Revenue 2023: $13,627,166Expenses 2023: $12,976,036Net Income 2023: $651,1302023Revenue 2024: $13,920,308Expenses 2024: $15,474,237Net Income 2024: -$1,553,9292024

Highlighted filing

2024

Revenue$13,920,308
Expenses$15,474,237
Net Income-$1,553,929
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$20,581,492
Liabilities
$1,634,627
Net assets
$18,946,865
Revenue
$13,920,308
Expenses
$15,474,237
Net income
-$1,553,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.6$1.63$18.9$13.9$15.5$1.55
2023Detailed filing. Detailed filing data is available for this year.$20.0$1.54$18.4$13.6$13.0$0.65
2022Detailed filing. Detailed filing data is available for this year.$18.7$1.29$17.5$15.1$12.8$2.38
2021Detailed filing. Detailed filing data is available for this year.$21.4$2.67$18.8$15.3$12.7$2.59
2020Detailed filing. Detailed filing data is available for this year.$19.3$3.05$16.3$15.7$12.4$3.25
2019Detailed filing. Detailed filing data is available for this year.$14.3$1.68$12.7$15.0$13.0$1.99
2018Detailed filing. Detailed filing data is available for this year.$12.8$2.46$10.3$13.3$13.6$0.26
2017Detailed filing. Detailed filing data is available for this year.$13.4$2.47$10.9$12.6$13.1$0.42
2016Detailed filing. Detailed filing data is available for this year.$13.2$2.03$11.2$12.7$12.8$0.10
2015Detailed filing. Detailed filing data is available for this year.$13.1$2.20$10.9$12.0$12.5$0.50
2014Detailed filing. Detailed filing data is available for this year.$13.8$1.74$12.0$11.5$12.4$0.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.97$12.8$10.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$1.22$12.1$11.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$1.12$12.4$11.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.95$12.8$11.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$14,881,382
Mission and Program Overview

Mission

Provide medical and health benefits to members

To provide medical and health benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$18,422,579$18,946,865▲ $524,286
Investments in Publicly Traded Securities$13,437,138$15,312,231▲ $1,875,093
Cash and Non-Interest-Bearing Accounts$3,960,037$1,085,010▼ $2,875,027
Land, Buildings, and Equipment, Net$14,735$31,266▲ $16,531
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$19,960,962$20,581,492▲ $620,530
Other Assets Total$2,549,052$4,152,985▲ $1,603,933
Liabilities
Other Liabilities$1,453,581$1,555,678▲ $102,097
Accounts Payable and Accrued Expenses$84,802$78,949▼ $5,853
Total Liabilities$1,538,383$1,634,627▲ $96,244
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,422,579$18,946,865▲ $524,286
Total Liabilities and Net Assets / Fund Balance$19,960,962$20,581,492▲ $620,530

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$31,266$221,998$253,264
Other Assets Org$100,103--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glenda HarryAssistant AdministratorPT$186,362$47,991$234,353
Susan BaronePlan admin.FT$174,795$12,351$187,146

Board Members and Trustees

NameTitle
Henry RubioChairperson
Dean HatfieldTrustee
Joseph NapolitanoTrustee
Bruce BryantAttorney
Rosemarie SinclairExecutive VP
Dale KellyFirst VP

Highest Paid Contractors

ContractorServicesLocationCompensation
Administrative Services IncClaims processorPO Box 9005, Lynbrook, NY 11563$219,133
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,422,284
Investment Income
$491,020
Other Revenue
$7,004
Change in Net Assets
$-1,553,929

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,891,762
Revenue Not Reported on Financial Statements
$28,546
Revenue Not Reported on Form 990
$2,078,215
Total Revenue per Audited Statements
$15,969,977
Total Revenue per Form 990
$13,920,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,924,989
Salaries, Compensation, and Employee Benefits$1,833,283
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-284,035

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants---$13,924,989
Other Salaries and Wages---$734,054
Other Employee Benefits---$649,999
Current Officers, Directors, Trustees, and Key Employees---$361,157
Occupancy---$234,569
Payroll Taxes---$88,073
Office Expenses---$73,362
Insurance---$44,237
Fees for Service Investment Mgmnt Fees---$28,546
Conferences and Meetings---$22,689
Other Expenses---$20,426
Depreciation Depletion---$8,100
All Other Expenses---$-1,059,552
Total Functional Expenses$0$0$0$15,474,237

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,474,237
Expenses per Audited Statements$15,338,141
Total Expenses per Audited Statements$15,338,141
Expenses Not Reported on Financial Statements$136,096
Other Expense Adjustments$107,550
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit claims payable$1,243,685
Due to Retiree Welfare Fund$211,823
Retiree Plans Payable$85,751
Other Liabilities$14,419
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 trustees and the administrator receive a copy of the form 990 before it is filed and read it thoroughly and check the accuracy of the information.”

Form 990, Part VI, Section C, Line 19

“A SUMMARY OF THE FINANCIAL STATEMENTS IS PRINTED IN THE ORGANIZATION'S NEWSLETTeR. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND A FULL COPY OF THE FINANCIAL STATEMENTS are AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
CSA Welfare Fund
EIN
13-6203811
Phone
2129626061
Address
40 Rector Street 12th Floor, New York, NY 10006

Signing Officer

Name
Susan Barone
Title
Plan Administrator
Signed
2025-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
15

Preparer

Firm
Satty Levine & Ciacco CPAs PC
Address
534 Broadhollow Road Suite 300, Melville, NY 11747
Preparer
Frank Lou CPA
Phone
5163389500
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“U.S. GAAP requires fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the tax authorities. The funds management has analyzed the tax positions taken by the Fund, and has concluded that as of September 30, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions. The fund administrator believes tax years from 2021 to 2023 are still subject to examination, however, there are currently no audits for any tax periods in progress.”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Changes in benefit obligations $107550”

Raw XML AppendixShowing 400 of 493 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.

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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22721696
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4100103
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED PRESCRIPTION FORMULARY REBATES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM CSA ADMINISTRATIVE FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DUE FROM DCC/CSA WELFARE FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4OTHER ASSETS
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3RETIREE PLANS PAYABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP requires fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the tax authorities. The funds management has analyzed the tax positions taken by the Fund, and has concluded that as of September 30, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions. The fund administrator believes tax years from 2021 to 2023 are still subject to examination, however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Changes in benefit obligations $107550
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt04152985
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1174795
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt022257
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt112351
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Glenda Harry
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Susan Barone
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Assistant Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Plan admin.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1187146
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES AND THE ADMINISTRATOR RECEIVE A COPY OF THE FORM 990 BEFORE IT IS FILED AND READ IT THOROUGHLY AND CHECK THE ACCURACY OF THE INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A SUMMARY OF THE FINANCIAL STATEMENTS IS PRINTED IN THE ORGANIZATION'S NEWSLETTeR. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND A FULL COPY OF THE FINANCIAL STATEMENTS are AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL 1 COUNCIL OF SUPERVISORS AND ADMIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CSA RETIREE WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2DAY CARE Council - Council of Supervisor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3COUNCIL OF SCHOOL SUPERVISORS -ADMIN FUN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0112024569
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2112504726
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1H&W FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2H&W FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3ADMIN FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt040 RECTOR STREET 12TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt140 RECTOR STREET 12TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt240 RECTOR STREET 12TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt340 RECTOR STREET 12TH FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3NEW YORK
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