Civic Intelligence

Psc - Cuny Welfare Fund

990 • Fiscal year 2024 • EIN 13-6220695

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 12, 2025

Organization ProfileN/A

View Organization Page

25 Broadway 15th FloorNew York, NY 10004

(212) 354-5230

Siviq Scores

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

Liabilities / Assets

56th percentile

0.04x

Higher debt load relative to assets than 56% of similar nonprofits.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.09x

Higher debt load relative to revenue than 59% of similar nonprofits.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

39th percentile

1.3%

Higher net margin than 39% of similar nonprofits.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$256,071

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

46th percentile

7.1%

Faster asset growth than 46% of similar nonprofits.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

4.5%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$104,289,091

Up $6,942,210 (+7.1%) from 2023

Net Assets

Up

$100,232,142

Up $4,630,983 (+4.8%) from 2023

Liabilities

Up

$4,056,949

Up $2,311,227 (+132%) from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin39th percentile

Revenue

Up

$45,779,277

Up $1,985,723 (+4.5%) from 2023

Expenses

Down

$45,206,607

Down $1,689,458 (-3.6%) from 2023

Net Income

Up

$572,670

Up $3,675,181 (+118%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth46th 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: $95,601,1592023Assets 2024: $104,289,091Liabilities 2024: $4,056,949Net Assets 2024: $100,232,1422024

Highlighted filing

2024

Assets$104,289,091
Liabilities$4,056,949
Net Assets$100,232,142
Open 2024 Filing

Operations Trend

Revenue Growth39th 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: -$3,102,5112023Revenue 2024: $45,779,277Expenses 2024: $45,206,607Net Income 2024: $572,6702024

Highlighted filing

2024

Revenue$45,779,277
Expenses$45,206,607
Net Income$572,670
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 12, 2025
Return Version
2023v6.0
Gross Receipts
$60,121,543
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$95,601,159$100,232,142▲ $4,630,983
Investments in Publicly Traded Securities$79,377,390$79,875,096▲ $497,706
Accounts Receivable$1,730,000$2,606,240▲ $876,240
Cash and Non-Interest-Bearing Accounts$2,637,431$1,925,237▼ $712,194
Savings and Temporary Cash Investments$4,397,032$1,284,386▼ $3,112,646
Land, Buildings, and Equipment, Net$398,745$421,512▲ $22,767
Prepaid Expenses and Deferred Charges$213,135$187,227▼ $25,908
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$97,346,881$104,289,091▲ $6,942,210
Other Assets Total$8,593,148$17,989,393▲ $9,396,245
Liabilities
Other Liabilities$1,031,967$3,508,478▲ $2,476,511
Accounts Payable and Accrued Expenses$713,755$548,471▼ $165,284
Total Liabilities$1,745,722$4,056,949▲ $2,311,227
Net Assets / Fund Balance
Total Net Assets Fund Balance$95,601,159$100,232,142▲ $4,630,983
Total Liabilities and Net Assets / Fund Balance$97,346,881$104,289,091▲ $6,942,210

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$325,266$23,233$348,499
Equipment$96,246$161,358$257,604
Other Assets Org$2,746,072--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna CostaExecutive DirectorFT$200,107$55,964$256,071
Maite PerezPharmacistFT$126,328$76,049$202,377
Jose QuijijeDirector of Financial ServicesFT$125,172$75,809$200,981
Sandra ZaconetaEmployeeFT$122,073$75,165$197,238
Raquel NievesEmployeeFT$113,594$73,403$186,997
Greg VagelatosAssociate DirectorFT$152,139$31,611$183,750
Robert CermeleTreasurerPT$27,303-$27,303
Steven LondonExecutive OfficerPT$13,089$13,000$26,089
Daniel PinelloSecretary--$12,858$12,858

Board Members and Trustees

NameTitle
James DavisChairperson
Dorianne GloriaTrustee
Felicia WhartonTrustee
Matthew ManfrediTrustee
Penelope LewisTrustee
Sharon PersingerTrustee
Terrence MartellTrustee
Zee DempsterTrustee
Barbara BowenTrustee Emeritus
Nivedita MajumdarSecretary (psc)

Highest Paid Contractors

ContractorServicesLocationCompensation
Cvs CaremarkAdministrative Fees1 CVS DRIVE, Woonsocket, RI 02895$883,348
Guardian Life InsuranceService Fees3900 BURGESS PLACE, Bethlehem, PA 18017$686,403
Maxim GousseinovService Fees2059 W 10TH STREET, Brooklyn, NY 11223$140,610
Segal ConsultingClaims Processing333 WEST 34TH STREET, New York, NY 10001$122,425
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$43,935,510
Investment Income
$1,843,767
Other Revenue
$0
Change in Net Assets
$572,670

Audited Revenue Reconciliation

Revenue per Audited Statements
$45,648,395
Revenue Not Reported on Financial Statements
$130,882
Revenue Not Reported on Form 990
$3,663,895
Total Revenue per Audited Statements
$49,312,290
Total Revenue per Form 990
$45,779,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,161,251
Other Expenses$1,389,540
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$41,655,816
Other Salaries and Wages---$1,096,145
Fees for Services Other---$437,134
Other Employee Benefits---$358,074
Current Officers, Directors, Trustees, and Key Employees---$322,321
Pension Plan Contributions---$286,750
Occupancy---$278,070
Office Expenses---$161,619
Fees for Service Investment Mgmnt Fees---$130,882
Payroll Taxes---$97,961
Insurance---$87,507
Fees for Services Legal---$86,100
Depreciation Depletion---$79,290
Other Expenses---$77,064
Fees for Services Accounting---$46,300
Conferences and Meetings---$5,303
Travel---$271
Total Functional Expenses$0$0$0$45,206,607

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$45,206,607
Expenses per Audited Statements$45,075,725
Total Expenses per Audited Statements$45,075,725
Expenses Not Reported on Financial Statements$130,882
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
Operating Lease Liability$3,010,499
Contributions Received in Advance$422,182
Postretirement Benefits, Pension$75,797
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
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
25 BROADWAY 15TH FLOOR, NEW YORK, NY 10004

Signing Officer

Name
Donna Costa
Title
Executive Director
Phone
2123545230
Signed
2025-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Costa
Formed
1967
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
12
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, 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 394,418.”

FORM 990, PART XII, LINE 2C:

“The governing body is responsible for the oversight of the audit, as well as for the selection of the independent accountant.”

FORM 990, PART X, LINE 33:

“Net assets, per the audited financial statements, do not include estimated current claims obligations of $9,125,867 and estimated post-retirement obligations of $566,284,204. 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 to 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 627 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/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF FINANCIAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PHARMACIST
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EMPLOYEE
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IRS990/LandBldgEquipCostOrOtherBssAmt0606103
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THROUGH 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherChangesInNetAssetsAmt0394418
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0358074
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY THE AF
IRS990/OtherExpensesGrp/TotalAmt077064
IRS990/OtherLiabilitiesGrp/BOYAmt01031967
IRS990/OtherLiabilitiesGrp/EOYAmt03508478
IRS990/OtherSalariesAndWagesGrp/TotalAmt01096145
IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc2REBATE ROYALTIES
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IRS990/ProgramServiceRevenueGrp/Desc4COBRA REIMBURSEMENTS
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PRESCRIPTION FORMULARY REBATES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST AND DIVIDENDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4RIGHT OF USE ASSET
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt175797
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23010499
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRIBUTIONS RECEIVED IN ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1POSTRETIREMENT BENEFITS, PENSION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OPERATING LEASE LIABILITY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO 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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IRS990ScheduleD/TotalRevenuePerForm990Amt045779277
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$104,289,091
Liabilities
$4,056,949
Net assets
$100,232,142
Revenue
$45,779,277
Expenses
$45,206,607
Net income
$572,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$104$4.06$100$45.8$45.2$0.57
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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