Civic Intelligence

Allied Welfare Fund

990 • Fiscal year 2023 • EIN 22-6062974

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

Organization ProfileN/A

View Organization Page

1441 South Avenue Suite 702Staten Island, NY 10314

(718) 966-8200

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

56th percentile

6.4%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$9,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

38th percentile

4.4%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

56%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$48,591,164

Up $2,025,663 (+4.4%) from 2022

Net Assets

Up

$48,303,707

Up $1,898,691 (+4.1%) from 2022

Liabilities

Up

$287,457

Up $126,972 (+79%) from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin56th percentile

Revenue

Up

$10,251,927

Up $3,699,376 (+56%) from 2022

Expenses

Up

$9,593,409

Up $935,015 (+11%) from 2022

Net Income

Up

$658,518

Up $2,764,361 (+131%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$60M$40M$20M$0Assets 2010: $6,111,609Liabilities 2010: $124,766Net Assets 2010: $5,986,8432010Assets 2011: $7,597,331Liabilities 2011: $165,154Net Assets 2011: $7,432,1772011Assets 2012: $9,653,258Liabilities 2012: $134,859Net Assets 2012: $9,518,3992012Assets 2013: $12,137,927Liabilities 2013: $120,861Net Assets 2013: $12,017,0662013Assets 2014: $14,566,101Liabilities 2014: $321,569Net Assets 2014: $14,244,5322014Assets 2015: $18,760,611Liabilities 2015: $334,550Net Assets 2015: $18,426,0612015Assets 2016: $23,460,406Liabilities 2016: $332,000Net Assets 2016: $23,128,4062016Assets 2017: $30,250,830Liabilities 2017: $155,068Net Assets 2017: $30,095,7622017Assets 2018: $33,179,328Liabilities 2018: $155,036Net Assets 2018: $33,024,2922018Assets 2019: $40,348,816Liabilities 2019: $171,649Net Assets 2019: $40,177,1672019Assets 2020: $48,106,789Liabilities 2020: $124,966Net Assets 2020: $47,981,8232020Assets 2021: $55,551,594Liabilities 2021: $130,539Net Assets 2021: $55,421,0552021Assets 2022: $46,565,501Liabilities 2022: $160,485Net Assets 2022: $46,405,0162022Assets 2023: $48,591,164Liabilities 2023: $287,457Net Assets 2023: $48,303,7072023Assets 2024: $48,293,163Liabilities 2024: $3,599,446Net Assets 2024: $44,693,7172024

Highlighted filing

2023

Assets$48,591,164
Liabilities$287,457
Net Assets$48,303,707
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,222,7702010Expenses 2011: $3,446,1442011Expenses 2012: $3,204,3842012Revenue 2013: $4,986,257Expenses 2013: $3,828,558Net Income 2013: $1,157,6992013Revenue 2014: $5,853,367Expenses 2014: $4,667,771Net Income 2014: $1,185,5962014Revenue 2015: $9,390,492Expenses 2015: $5,351,856Net Income 2015: $4,038,6362015Revenue 2016: $11,145,883Expenses 2016: $7,652,509Net Income 2016: $3,493,3742016Revenue 2017: $9,546,703Expenses 2017: $5,265,070Net Income 2017: $4,281,6332017Revenue 2018: $9,215,857Expenses 2018: $5,557,537Net Income 2018: $3,658,3202018Revenue 2019: $10,351,323Expenses 2019: $8,099,119Net Income 2019: $2,252,2042019Revenue 2020: $9,158,632Expenses 2020: $5,607,559Net Income 2020: $3,551,0732020Revenue 2021: $9,279,667Expenses 2021: $9,312,895Net Income 2021: -$33,2282021Revenue 2022: $6,552,551Expenses 2022: $8,658,394Net Income 2022: -$2,105,8432022Revenue 2023: $10,251,927Expenses 2023: $9,593,409Net Income 2023: $658,5182023Revenue 2024: $12,533,641Expenses 2024: $13,402,473Net Income 2024: -$868,8322024

Highlighted filing

2023

Revenue$10,251,927
Expenses$9,593,409
Net Income$658,518
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$15,929,559
Mission and Program Overview

Mission

The fund shall be used for the purpose of providing health and welfare benefits to covered participants and eligible dependents.

To provide benefit programs to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$46,405,016$48,303,707▲ $1,898,691
Investments Other Securities$45,602,156$47,424,977▲ $1,822,821
Accounts Receivable$506,414$713,597▲ $207,183
Cash and Non-Interest-Bearing Accounts$431,941$426,231▼ $5,710
Prepaid Expenses and Deferred Charges$24,990$26,359▲ $1,369
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$46,565,501$48,591,164▲ $2,025,663
Liabilities
Accounts Payable and Accrued Expenses$160,485$287,457▲ $126,972
Total Liabilities$160,485$287,457▲ $126,972
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,405,016$48,303,707▲ $1,898,691
Total Liabilities and Net Assets / Fund Balance$46,565,501$48,591,164▲ $2,025,663

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,837,373--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
Charlie HallTrustee$9,000$9,000

Board Members and Trustees

NameTitle
Frank BearTrustee
Joseph FontanoTrustee
Mike OettingerTrustee
Chris MurrayTrustee- Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Friedman And AnspachAttorney1500 BROADWAY SUITE 2300, New York, NY 10036$120,357
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,985,399
Investment Income
$5,193,241
Other Revenue
$73,287
Change in Net Assets
$658,518

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,225,834
Revenue Not Reported on Financial Statements
$26,093
Revenue Not Reported on Form 990
$1,240,173
Total Revenue per Audited Statements
$11,466,007
Total Revenue per Form 990
$10,251,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,010,539
Salaries, Compensation, and Employee Benefits$9,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,573,870
Fees for Services Other---$674,465
Fees for Services Accounting---$140,280
Fees for Services Legal---$130,506
Fees for Service Investment Mgmnt Fees---$26,093
Office Expenses---$21,623
Insurance---$17,572
Other Salaries and Wages---$9,000
Total Functional Expenses$0$0$0$9,593,409

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,593,409
Expenses per Audited Statements$9,567,316
Total Expenses per Audited Statements$9,567,316
Expenses Not Reported on Financial Statements$26,093
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
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 A, Line 6

“The organization has participants.”

Form 990, Part VI, Section A, Line 8B

“The organization did not have any committees with authority to act on behalf of the governing board during 2022.”

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

“The form 990 is reviewed by the board of trustees prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The fund makes its governing documents, and financial statements available to the public upon request and they can be examined at the organization office.”

Filing and Contact Details

Filer

Filer Name
Allied Welfare Fund
EIN
22-6062974
Phone
7189668200
Address
1441 SOUTH AVENUE SUITE 702, STATEN ISLAND, NY 10314

Signing Officer

Name
Joseph Fontano
Title
Trustee
Phone
7189668200
Signed
2024-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Fontano
Formed
1962
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
ONE PENNSYLVANIA PLAZA SUITE 3200, NEW YORK, NY 10119
Preparer
Stella Deng
Phone
2126955003
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The fund's process for overseeing the audit of its financial statements and the selection of its independent accountant has not changed from the prior year.”

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 plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2023, 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. Employee benefit plans are subject to routine audits by taxing jurisdictions; however there are currently no audits for any tax periods in progress for the plan. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2020.”

Raw XML Appendix324 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/RevenueSubtotalAmt010225834
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 PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, 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. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt047424977
IRS990ScheduleD/TotalExpensesPerForm990Amt09593409
IRS990ScheduleD/TotalRevenuePerForm990Amt010251927
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011466007
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09567316
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD DURING 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THEY CAN BE EXAMINED AT THE ORGANIZATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUND'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt046565501
IRS990/TotalAssetsEOYAmt048591164
IRS990/TotalAssetsGrp/BOYAmt046565501
IRS990/TotalAssetsGrp/EOYAmt048591164
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09593409
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0160485
IRS990/TotalLiabilitiesEOYAmt0287457
IRS990/TotalLiabilitiesGrp/BOYAmt0160485
IRS990/TotalLiabilitiesGrp/EOYAmt0287457
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046405016
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt048303707
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04985399
IRS990/TotalReportableCompFromOrgAmt09000
IRS990/TotalRevenueGrp/ExclusionAmt05193241
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05058686
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010251927
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046565501
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt048591164
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01441 SOUTH AVENUE SUITE 702
IRS990/USAddress/CityNm0STATEN ISLAND
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010314
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH FONTANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07189668200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIED WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0226062974
ReturnHeader/Filer/PhoneNum07189668200
ReturnHeader/Filer/USAddress/AddressLine1Txt01441 SOUTH AVENUE SUITE 702
ReturnHeader/Filer/USAddress/CityNm0STATEN ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010314
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENNSYLVANIA PLAZA SUITE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STELLA DENG
ReturnHeader/ReturnTs02024-11-04T11:58:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$48,591,164
Liabilities
$287,457
Net assets
$48,303,707
Revenue
$10,251,927
Expenses
$9,593,409
Net income
$658,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.3$3.60$44.7$12.5$13.4$0.87
2023Detailed filing. Detailed filing data is available for this year.$48.6$0.29$48.3$10.3$9.59$0.66
2022Detailed filing. Detailed filing data is available for this year.$46.6$0.16$46.4$6.55$8.66$2.11
2021Detailed filing. Detailed filing data is available for this year.$55.6$0.13$55.4$9.28$9.31$0.03
2020Detailed filing. Detailed filing data is available for this year.$48.1$0.12$48.0$9.16$5.61$3.55
2019Detailed filing. Detailed filing data is available for this year.$40.3$0.17$40.2$10.4$8.10$2.25
2018Detailed filing. Detailed filing data is available for this year.$33.2$0.16$33.0$9.22$5.56$3.66
2017Detailed filing. Detailed filing data is available for this year.$30.3$0.16$30.1$9.55$5.27$4.28
2016Detailed filing. Detailed filing data is available for this year.$23.5$0.33$23.1$11.1$7.65$3.49
2015Detailed filing. Detailed filing data is available for this year.$18.8$0.33$18.4$9.39$5.35$4.04
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.32$14.2$5.85$4.67$1.19
2013Detailed filing. Detailed filing data is available for this year.$12.1$0.12$12.0$4.99$3.83$1.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.65$0.13$9.52$3.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$0.17$7.43$3.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.11$0.12$5.99$3.22