Civic Intelligence

Psc - Cuny Welfare Fund

990 • Fiscal year 2019 • EIN 13-6220695

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 26, 2020

Organization ProfileN/A

View Organization Page

61 BroadwayNew York, NY 10006

(212) 354-5230

Siviq Scores

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

Liabilities / Assets

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.05x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$193,904

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

85th percentile

23%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

11%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$73,892,374

Up $13,573,516 (+23%) from 2018

Net Assets

Up

$71,356,482

Up $11,915,093 (+20%) from 2018

Liabilities

Up

$2,535,892

Up $1,658,423 (+189%) from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin81st percentile

Revenue

Up

$49,718,253

Up $4,772,086 (+11%) from 2018

Expenses

Up

$39,183,300

Up $2,708,864 (+7.4%) from 2018

Net Income

Up

$10,534,953

Up $2,063,222 (+24%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$150M$100M$50M$0Assets 2010: $40,471,277Liabilities 2010: $735,098Net Assets 2010: $39,736,1792010Assets 2011: $32,495,505Liabilities 2011: $538,674Net Assets 2011: $31,956,8312011Assets 2012: $20,201,139Liabilities 2012: $732,883Net Assets 2012: $19,468,2562012Assets 2013: $23,593,433Liabilities 2013: $539,271Net Assets 2013: $23,054,1622013Assets 2014: $27,162,569Liabilities 2014: $425,556Net Assets 2014: $26,737,0132014Assets 2015: $32,385,965Liabilities 2015: $753,406Net Assets 2015: $31,632,5592015Assets 2016: $41,494,609Liabilities 2016: $887,854Net Assets 2016: $40,606,7552016Assets 2017: $52,735,211Liabilities 2017: $1,029,404Net Assets 2017: $51,705,8072017Assets 2018: $60,318,858Liabilities 2018: $877,469Net Assets 2018: $59,441,3892018Assets 2019: $73,892,374Liabilities 2019: $2,535,892Net Assets 2019: $71,356,4822019Assets 2020: $89,448,661Liabilities 2020: $2,594,993Net Assets 2020: $86,853,6682020Assets 2021: $102,358,492Liabilities 2021: $2,372,728Net Assets 2021: $99,985,7642021Assets 2022: $97,659,471Liabilities 2022: $2,288,880Net Assets 2022: $95,370,5912022Assets 2023: $97,346,881Liabilities 2023: $1,745,722Net Assets 2023: $95,601,1592023

Highlighted filing

2019

Assets$73,892,374
Liabilities$2,535,892
Net Assets$71,356,482
Open 2019 Filing

Operations Trend

Revenue Growth74th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $40,234,8442010Expenses 2011: $44,772,7792011Expenses 2012: $49,156,9372012Expenses 2013: $44,440,9832013Revenue 2014: $51,971,688Expenses 2014: $48,342,194Net Income 2014: $3,629,4942014Revenue 2015: $43,922,645Expenses 2015: $38,980,678Net Income 2015: $4,941,9672015Revenue 2016: $41,265,552Expenses 2016: $32,452,216Net Income 2016: $8,813,3362016Revenue 2017: $44,573,300Expenses 2017: $33,529,433Net Income 2017: $11,043,8672017Revenue 2018: $44,946,167Expenses 2018: $36,474,436Net Income 2018: $8,471,7312018Revenue 2019: $49,718,253Expenses 2019: $39,183,300Net Income 2019: $10,534,9532019Revenue 2020: $51,111,521Expenses 2020: $36,655,695Net Income 2020: $14,455,8262020Revenue 2021: $49,086,444Expenses 2021: $37,033,587Net Income 2021: $12,052,8572021Revenue 2022: $46,782,965Expenses 2022: $41,746,052Net Income 2022: $5,036,9132022Revenue 2023: $43,793,554Expenses 2023: $46,896,065Net Income 2023: -$3,102,5112023

Highlighted filing

2019

Revenue$49,718,253
Expenses$39,183,300
Net Income$10,534,953
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 26, 2020
Return Version
2018v3.1
Gross Receipts
$101,696,169
Mission and Program Overview

Mission

Through collectively bargained agreements with the city university of new york, the fund collects contributions and provides health and welfare benefits for all qualifying plan participants.

To provide health and welfare benefits to all qualifying plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$59,441,389$71,356,482▲ $11,915,093
Investments in Publicly Traded Securities$35,655,055$54,071,426▲ $18,416,371
Savings and Temporary Cash Investments$12,304,424$6,721,945▼ $5,582,479
Cash and Non-Interest-Bearing Accounts$3,738,255$4,926,440▲ $1,188,185
Prepaid Expenses and Deferred Charges$266,997$266,348▼ $649
Land, Buildings, and Equipment, Net$22,772$21,098▼ $1,674
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$60,318,858$73,892,374▲ $13,573,516
Other Assets Total$8,331,355$7,885,117▼ $446,238
Liabilities
Other Liabilities$578,863$2,187,943▲ $1,609,080
Accounts Payable and Accrued Expenses$298,606$347,949▲ $49,343
Total Liabilities$877,469$2,535,892▲ $1,658,423
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,441,389$71,356,482▲ $11,915,093
Total Liabilities and Net Assets / Fund Balance$60,318,858$73,892,374▲ $13,573,516

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,660$119,253$132,913
Leasehold Improvements$7,438$46,492$53,930
Other Assets Org$53,989--
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna CostaExecutive DirectorFT$152,858$41,046$193,904
Patrick SmithCommunications DirectorFT$102,861$47,044$149,905
David OcasioIt DirectorFT$102,161$46,974$149,135
Greg VagelatosAssociate DirectorFT$120,620$12,011$132,631
Robert CermeleTreasurerPT$24,730-$24,730
Steven LondonExecutive OfficerPT$11,856$11,200$23,056
Daniel PinelloSecretary--$12,116$12,116

Board Members and Trustees

NameTitle
Barbara BowenChairperson
Nivedita MajumdarTrustee
Sharon PersingerTrustee
Terrence MartellTrustee
Zee DempterTrustee
Andrea YencoTrustee (p)
Ginger WatersTrustee (p)
Paula WhitlockTrustee (p)
Terry ParkerTrustee (p)

Highest Paid Contractors

ContractorServicesLocationCompensation
Cvs CaremarkAdministrative Fees1 CVS DRIVE, Woonsocket, RI 02895$32,541,170
Guardian Life InsuranceService Fees3900 BURGESS PLACE, Bethlehem, PA 18017$13,015,886
Davis VisionClaims Processing175 EXPRESS STREET POB 9122, Plainview, NY 11803$1,229,444
Delta DentalClaims ProcessingPO BOX 677006, Dallas, TX 75267-7006$868,179
Emblem HealthClaims Processing55 WATER STREET, New York, NY 10041$226,360
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$48,469,747
Investment Income
$1,179,796
Other Revenue
$68,710
Change in Net Assets
$10,534,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$49,647,628
Revenue Not Reported on Financial Statements
$70,625
Revenue Not Reported on Form 990
$1,796,152
Total Revenue per Audited Statements
$51,443,780
Total Revenue per Form 990
$49,718,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,870,236
Other Expenses$1,099,879
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$36,213,185
Other Salaries and Wages---$998,320
Fees for Services Other---$339,768
Other Employee Benefits---$283,061
Occupancy---$255,151
Current Officers, Directors, Trustees, and Key Employees---$253,806
Pension Plan Contributions---$248,955
Office Expenses---$122,446
Payroll Taxes---$86,094
Fees for Services Legal---$80,400
Fees for Service Investment Mgmnt Fees---$70,625
Other Expenses---$60,962
Information Technology---$49,800
Insurance---$45,614
Fees for Services Accounting---$44,300
Conferences and Meetings---$16,625
Depreciation Depletion---$13,995
Travel---$193
Total Functional Expenses$0$0$0$39,183,300

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$39,183,300
Expenses per Audited Statements$39,112,675
Total Expenses per Audited Statements$39,112,675
Expenses Not Reported on Financial Statements$70,625
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Postretirement Benefits, Pension$785,464
Due to Broker$755,370
Contributions Received in Advance$586,147
Fees Mandated by the Aca$60,962
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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 8B

“The fund has no subcommittees with authority to act on behalf of the board of trustees.”

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

“The board of trustees reviews the 990 prior to filing.”

Form 990, Part VI, Section B, Line 15

“Compensation is reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The documents are made available upon request and can be examined at the fund office.”

Filing and Contact Details

Filer

Filer Name
Psc-cuny Welfare Fund
EIN
13-6220695
Phone
2123545230
Address
61 BROADWAY, NEW YORK, NY 10006

Signing Officer

Name
Donna Costa
Title
Executive Director
Phone
2123545230
Signed
2020-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Costa
Formed
1967
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
14
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Pension related changes, other than net periodic pension cost -416,012.”

FORM 990, PART XII, LINE 2C:

“The audit oversight process has not changed.”

Form 990, Part X, Line 33

“Net assets per the audited financial statements do not include estimated current claims obligations of $2,803,202 and estimated post-retirement obligations of $781,083,853. They are reported on a separate schedule as permitted under generally accepted accounting principles.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the plan.”

Raw XML AppendixShowing 400 of 537 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14IT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15COMMUNICATIONS DIRECTOR
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherChangesInNetAssetsAmt0-416012
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0283061
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY THE AF
IRS990/OtherExpensesGrp/TotalAmt060962
IRS990/OtherLiabilitiesGrp/BOYAmt0578863
IRS990/OtherLiabilitiesGrp/EOYAmt02187943
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REBATE ROYALTIES
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt068710
IRS990/OtherRevenueTotalAmt068710
IRS990/OtherSalariesAndWagesGrp/TotalAmt0998320
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt086094
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt0248955
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0266997
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IRS990/PrincipalOfficerNm0DONNA COSTA
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SURVIVOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2ADJUNCT FAMILY CO-PAY
IRS990/ProgramServiceRevenueGrp/Desc3COBRA REIMBURSEMENTS
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IRS990/ReportProgramRelatedInvstInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt01796152
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07563137
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1267991
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt253989
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PRESCRIPTION FORMULARY REBATES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST AND DIVIDENDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0586147
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1785464
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt260962
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3755370
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1POSTRETIREMENT BENEFITS, PENSION
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt070625
IRS990ScheduleD/RevenueSubtotalAmt049647628
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DONNA COSTA
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,892,374
Liabilities
$2,535,892
Net assets
$71,356,482
Revenue
$49,718,253
Expenses
$39,183,300
Net income
$10,534,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$97.3$1.75$95.6$43.8$46.9$3.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.7$2.29$95.4$46.8$41.7$5.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$2.37$100.0$49.1$37.0$12.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.4$2.59$86.9$51.1$36.7$14.5
2019Detailed filing. Detailed filing data is available for this year.$73.9$2.54$71.4$49.7$39.2$10.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.3$0.88$59.4$44.9$36.5$8.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.7$1.03$51.7$44.6$33.5$11.0
2016Summary only. Only limited summary data is available for this year.$41.5$0.89$40.6$41.3$32.5$8.81
2015Detailed filing. Detailed filing data is available for this year.$32.4$0.75$31.6$43.9$39.0$4.94
2014Detailed filing. Detailed filing data is available for this year.$27.2$0.43$26.7$52.0$48.3$3.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$0.54$23.1$44.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$0.73$19.5$49.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$0.54$32.0$44.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.5$0.74$39.7$40.2