Civic Intelligence

Local 803 Health & Welfare Fund

EIN 13-6604595 • 501(c)9 • New York, NY

View Organization Page

Profile

To provide health and welfare benefits to approximately 59 eligible participants. Benefits include medical & surgical, prescription drugs, dental, optical, life insurance and disability.

75 Maiden Lane Suite 604New York, NY 10038

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$93,346

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 45.1% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

8.7%

Faster asset growth than 66% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,612,234

Up $129,046 (+8.7%) from 2023

Liabilities

Up

$20,000

Up $158 (+0.8%) from 2023

Net Assets

Up

$1,592,234

Up $128,888 (+8.8%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin19th percentile

Revenue

Up

$206,878

Up $46,951 (+29%) from 2023

Expenses

Up

$234,659

Up $7,817 (+3.4%) from 2023

Net Income

Up

-$27,781

Up $39,134 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,972,987Liabilities 2010: $78,656Net Assets 2010: $2,894,3312010Assets 2011: $2,874,468Liabilities 2011: $188,310Net Assets 2011: $2,686,1582011Assets 2012: $2,948,184Liabilities 2012: $196,027Net Assets 2012: $2,752,1572012Assets 2013: $3,076,476Liabilities 2013: $120,956Net Assets 2013: $2,955,5202013Assets 2014: $3,204,917Liabilities 2014: $109,465Net Assets 2014: $3,095,4522014Assets 2015: $2,839,207Liabilities 2015: $120,514Net Assets 2015: $2,718,6932015Assets 2016: $2,364,549Liabilities 2016: $23,387Net Assets 2016: $2,341,1622016Assets 2017: $1,796,964Liabilities 2017: $23,246Net Assets 2017: $1,773,7182017Assets 2018: $1,670,406Liabilities 2018: $28,746Net Assets 2018: $1,641,6602018Assets 2019: $1,732,244Liabilities 2019: $17,670Net Assets 2019: $1,714,5742019Assets 2020: $1,899,694Liabilities 2020: $18,000Net Assets 2020: $1,881,6942020Assets 2021: $1,889,791Liabilities 2021: $18,133Net Assets 2021: $1,871,6582021Assets 2022: $1,534,753Liabilities 2022: $17,523Net Assets 2022: $1,517,2302022Assets 2023: $1,483,188Liabilities 2023: $19,842Net Assets 2023: $1,463,3462023Assets 2024: $1,612,234Liabilities 2024: $20,000Net Assets 2024: $1,592,2342024

Highlighted filing

2024

Assets$1,612,234
Liabilities$20,000
Net Assets$1,592,234
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2010: $460,872Expenses 2010: $462,900Net Income 2010: -$2,0282010Revenue 2011: $437,395Expenses 2011: $579,213Net Income 2011: -$141,8182011Revenue 2012: $470,643Expenses 2012: $540,898Net Income 2012: -$70,2552012Revenue 2013: $540,838Expenses 2013: $583,509Net Income 2013: -$42,6712013Revenue 2014: $587,905Expenses 2014: $561,761Net Income 2014: $26,1442014Revenue 2015: $349,375Expenses 2015: $776,381Net Income 2015: -$427,0062015Revenue 2016: $532,038Expenses 2016: $884,090Net Income 2016: -$352,0522016Revenue 2017: $716,745Expenses 2017: $1,312,224Net Income 2017: -$595,4792017Revenue 2018: $694,230Expenses 2018: $837,911Net Income 2018: -$143,6812018Revenue 2019: $707,907Expenses 2019: $698,483Net Income 2019: $9,4242019Revenue 2020: $792,279Expenses 2020: $621,757Net Income 2020: $170,5222020Revenue 2021: $182,350Expenses 2021: $259,764Net Income 2021: -$77,4142021Revenue 2022: $150,299Expenses 2022: $228,624Net Income 2022: -$78,3252022Revenue 2023: $159,927Expenses 2023: $226,842Net Income 2023: -$66,9152023Revenue 2024: $206,878Expenses 2024: $234,659Net Income 2024: -$27,7812024

Highlighted filing

2024

Revenue$206,878
Expenses$234,659
Net Income-$27,781
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,612,234
Liabilities
$20,000
Net assets
$1,592,234
Revenue
$206,878
Expenses
$234,659
Net income
-$27,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.02$1.59$0.21$0.23$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.02$1.46$0.16$0.23$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.02$1.52$0.15$0.23$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.02$1.87$0.18$0.26$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.02$1.88$0.79$0.62$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.02$1.71$0.71$0.70$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.03$1.64$0.69$0.84$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.02$1.77$0.72$1.31$0.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.02$2.34$0.53$0.88$0.35
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.12$2.72$0.35$0.78$0.43
2014Summary only. Only limited summary data is available for this year.$3.20$0.11$3.10$0.59$0.56$0.03
2013Summary only. Only limited summary data is available for this year.$3.08$0.12$2.96$0.54$0.58$0.04
2012Summary only. Only limited summary data is available for this year.$2.95$0.20$2.75$0.47$0.54$0.07
2011Summary only. Only limited summary data is available for this year.$2.87$0.19$2.69$0.44$0.58$0.14
2010Summary only. Only limited summary data is available for this year.$2.97$0.08$2.89$0.46$0.46$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 4, 2025
Return Version
2023v6.0
Gross Receipts
$206,878
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants. Benefits include medical & surgical, prescription drugs, dental, optical, life insurance and disability.

Providing health and welfare benefits to participants covered by collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,463,346$1,592,234▲ $128,888
Investments in Publicly Traded Securities$1,308,890$1,464,464▲ $155,574
Accounts Receivable$79,080$120,780▲ $41,700
Cash and Non-Interest-Bearing Accounts$76,420$7,962▼ $68,458
Savings and Temporary Cash Investments$4,843$5,096▲ $253
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,483,188$1,612,234▲ $129,046
Other Assets Total$13,955$13,932▼ $23
Liabilities
Accounts Payable and Accrued Expenses$19,842$20,000▲ $158
Total Liabilities$19,842$20,000▲ $158
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,463,346$1,592,234▲ $128,888
Total Liabilities and Net Assets / Fund Balance$1,483,188$1,612,234▲ $129,046

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$38,817$38,817
Equipment$0$13,002$13,002
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Anita SimonelliFund ManagerPT$93,346$93,346

Board Members and Trustees

NameTitle
Demos DemopoulosTrustee
Ralph BlasiTrustee
Sharika GordonTrustee
Wimal AriyawansaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,147
Other Revenue
$157,731
Change in Net Assets
$-27,781

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,189
Revenue Not Reported on Financial Statements
$167,689
Revenue Not Reported on Form 990
$156,669
Other Revenue Adjustments
$157,731
Total Revenue per Audited Statements
$195,858
Total Revenue per Form 990
$206,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,507
Salaries, Compensation, and Employee Benefits$105,152
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$97,308
Fees for Services Legal---$36,000
Fees for Services Accounting---$25,781
Fees for Services Other---$17,000
Office Expenses---$13,665
Information Technology---$10,391
Fees for Service Investment Mgmnt Fees---$9,958
Occupancy---$8,718
Insurance---$7,994
Payroll Taxes---$7,844
Total Functional Expenses$0$0$0$234,659

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$234,659
Expenses Not Reported on Financial Statements$167,689
Other Expense Adjustments$167,689
Expenses per Audited Statements$66,970
Total Expenses per Audited Statements$66,970
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
Audit committee
No
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

“Line 11b explanation - the return preparer e-mails a copy of the final version of form 990 to the plan adminstrator who e-mails the filing to each board member before it is filed. Although no formal detailed review process is anticipated, each board member has an opportunity to make inquires before and after filing.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Local 803 Health & Welfare Fund
EIN
13-6604595
Phone
7182965100
Address
75 MAIDEN LANE SUITE 604, NEW YORK, NY 10038

Signing Officer

Name
Demos Demopoulos
Title
Trustee
Phone
7182965100
Signed
2025-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Demos Demopoulos
Formed
1972
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
462 SEVENTH AVENUE 16TH FLOOR, NEW YORK, NY 10018
Preparer
Mark Batliner
Phone
2126951300
Supplemental Narrative

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 (or asset) if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs and department of labor. The plan's administrator has analyzed the tax positions taken by the plan, and has concluded that as of october 31, 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 plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes that the plan's income tax returns for the years 2021 through 2023 remain subject to examination, based on the normal statutory periods subject to audit, notwithstanding any events or circumstances that may exist which could expand the open period.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursement admin expenses 157,731.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment fees 9,958. Reimbursement admin expensees 157,731.”

Raw XML Appendix355 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/BOYAmt019842
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020000
IRS990/AccountsReceivableGrp/BOYAmt079080
IRS990/AccountsReceivableGrp/EOYAmt0120780
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOINT BOARD OF TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum07182965100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt075 MAIDEN LANE SUITE 604
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010038
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt076420
IRS990/CashNonInterestBearingGrp/EOYAmt07962
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt097308
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt049147
IRS990/CYOtherExpensesAmt0129507
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IRS990/CYRevenuesLessExpensesAmt0-27781
IRS990/CYSalariesCompEmpBnftPaidAmt0105152
IRS990/CYTotalExpensesAmt0234659
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0206878
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. BENEFITS INCLUDE MEDICAL & SURGICAL, PRESCRIPTION DRUGS, DENTAL, OPTICAL, LIFE INSURANCE AND DISABILITY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt025781
IRS990/FeesForServicesLegalGrp/TotalAmt036000
IRS990/FeesForServicesOtherGrp/TotalAmt017000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09958
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DEMOS DEMOPOULOS
IRS990/Form990PartVIISectionAGrp/PersonNm1SHARIKA GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm2WIMAL ARIYAWANSA
IRS990/Form990PartVIISectionAGrp/PersonNm3RALPH BLASI
IRS990/Form990PartVIISectionAGrp/PersonNm4ANITA SIMONELLI
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4FUND MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0206878
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt010391
IRS990/InsuranceGrp/TotalAmt07994
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049147
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt03
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt051819
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IRS990/LoanOutstandingInd00
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IRS990/OfficerMailingAddressInd00
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IRS990/OtherRevenueTotalAmt0157731
IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013002
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0167689
IRS990ScheduleD/ExpensesSubtotalAmt066970
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09958
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt038817
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt038817
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0156669
IRS990ScheduleD/OtherExpensesNotIncludedAmt0167689
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0157731
IRS990ScheduleD/RevenueNotReportedAmt0156669
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0167689
IRS990ScheduleD/RevenueSubtotalAmt039189
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 (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS AND DEPARTMENT OF LABOR. THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF OCTOBER 31, 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN'S INCOME TAX RETURNS FOR THE YEARS 2021 THROUGH 2023 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSEMENT ADMIN EXPENSES 157,731.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES 9,958. REIMBURSEMENT ADMIN EXPENSEES 157,731.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0234659
IRS990ScheduleD/TotalRevenuePerForm990Amt0206878
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0195858
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt066970
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINSTRATOR WHO E-MAILS THE FILING TO EACH BOARD MEMBER BEFORE IT IS FILED. ALTHOUGH NO FORMAL DETAILED REVIEW PROCESS IS ANTICIPATED, EACH BOARD MEMBER HAS AN OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0GRISTEDES FOODS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0800 3RD AVENUE 5TH FLOOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd010022
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IB OF T LOCAL 553
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 803 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0135000655
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1132851614
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401 (A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0265 WEST 14TH STREET 305
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt175 MAIDEN LANE SUITE 506
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010011
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110038
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01483188
IRS990/TotalAssetsEOYAmt01612234
IRS990/TotalAssetsGrp/BOYAmt01483188
IRS990/TotalAssetsGrp/EOYAmt01612234
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234659
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019842
IRS990/TotalLiabilitiesEOYAmt020000
IRS990/TotalLiabilitiesGrp/BOYAmt019842
IRS990/TotalLiabilitiesGrp/EOYAmt020000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01463346
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01592234
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt093346
IRS990/TotalRevenueGrp/ExclusionAmt049147
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0157731
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0206878
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01483188
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01612234
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt075 MAIDEN LANE SUITE 604
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010038
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEMOS DEMOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07182965100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 803 HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0136604595
ReturnHeader/Filer/PhoneNum07182965100
ReturnHeader/Filer/USAddress/AddressLine1Txt075 MAIDEN LANE SUITE 604
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010038
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 SEVENTH AVENUE 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02126951300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BATLINER
ReturnHeader/ReturnTs02025-08-06T16:16:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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