Civic Intelligence

New Rochelle Federation of United School Employees Welfare Fund

990 • Fiscal year 2018 • EIN 23-7126811

Sep 01, 2017 to Aug 31, 2018 • Filed on Jun 20, 2019

Organization ProfileWWW.NRFUSE.ORG
270 North AvenueNew Rochelle, NY 10801

(914) 636-7999

Siviq Scores

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

Liabilities / Assets

80th percentile

0.26x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.26x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$24,500

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

42nd percentile

-2.6%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

3.0%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$3,036,066

Down $80,409 (-2.6%) from 2017

Net Assets

Down

$2,255,268

Down $73,507 (-3.2%) from 2017

Liabilities

Down

$780,798

Down $6,902 (-0.9%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin42nd percentile

Revenue

Up

$2,954,969

Up $87,349 (+3.0%) from 2017

Expenses

Up

$2,953,808

Up $246,913 (+9.1%) from 2017

Net Income

Down

$1,161

Down $159,564 (-99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,539,141Liabilities 2010: $629,230Net Assets 2010: $2,909,9112010Assets 2011: $3,644,167Liabilities 2011: $726,769Net Assets 2011: $2,917,3982011Assets 2012: $3,591,877Liabilities 2012: $665,739Net Assets 2012: $2,926,1382012Assets 2013: $3,486,100Liabilities 2013: $666,065Net Assets 2013: $2,820,0352013Assets 2014: $3,363,694Liabilities 2014: $816,430Net Assets 2014: $2,547,2642014Assets 2015: $3,379,640Liabilities 2015: $745,595Net Assets 2015: $2,634,0452015Assets 2016: $3,006,943Liabilities 2016: $787,691Net Assets 2016: $2,219,2522016Assets 2017: $3,116,475Liabilities 2017: $787,700Net Assets 2017: $2,328,7752017Assets 2018: $3,036,066Liabilities 2018: $780,798Net Assets 2018: $2,255,2682018Assets 2019: $3,419,294Liabilities 2019: $778,160Net Assets 2019: $2,641,1342019Assets 2020: $4,269,396Liabilities 2020: $785,642Net Assets 2020: $3,483,7542020Assets 2021: $4,353,574Liabilities 2021: $843,506Net Assets 2021: $3,510,0682021Assets 2022: $4,516,364Liabilities 2022: $887,556Net Assets 2022: $3,628,8082022Assets 2023: $4,714,040Liabilities 2023: $938,101Net Assets 2023: $3,775,9392023Assets 2024: $5,296,122Liabilities 2024: $972,446Net Assets 2024: $4,323,6762024

Highlighted filing

2018

Assets$3,036,066
Liabilities$780,798
Net Assets$2,255,268
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,822,6552010Expenses 2011: $2,807,1822011Expenses 2012: $2,757,8582012Expenses 2013: $2,713,2672013Revenue 2014: $2,760,431Expenses 2014: $3,028,424Net Income 2014: -$267,9932014Revenue 2015: $2,782,551Expenses 2015: $2,680,393Net Income 2015: $102,1582015Revenue 2016: $2,856,675Expenses 2016: $3,309,772Net Income 2016: -$453,0972016Revenue 2017: $2,867,620Expenses 2017: $2,706,895Net Income 2017: $160,7252017Revenue 2018: $2,954,969Expenses 2018: $2,953,808Net Income 2018: $1,1612018Revenue 2019: $3,042,019Expenses 2019: $2,795,519Net Income 2019: $246,5002019Revenue 2020: $3,222,749Expenses 2020: $2,478,902Net Income 2020: $743,8472020Revenue 2021: $3,236,462Expenses 2021: $3,138,578Net Income 2021: $97,8842021Revenue 2022: $3,417,098Expenses 2022: $2,995,758Net Income 2022: $421,3402022Revenue 2023: $3,580,802Expenses 2023: $3,366,435Net Income 2023: $214,3672023Revenue 2024: $3,641,512Expenses 2024: $3,218,669Net Income 2024: $422,8432024

Highlighted filing

2018

Revenue$2,954,969
Expenses$2,953,808
Net Income$1,161
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jun 20, 2019
Return Version
2017v2.2
Gross Receipts
$3,493,874
Mission and Program Overview

Mission

To provide supplemental health and other benefits to eligible participants covered by collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,668,674$2,504,949▼ $163,725
Rtn Earn Endowment Incm Other Fnds$2,328,775$2,255,268▼ $73,507
Savings and Temporary Cash Investments$346,345$479,968▲ $133,623
Cash and Non-Interest-Bearing Accounts$84,209$20,846▼ $63,363
Accounts Receivable$9,529$15,994▲ $6,465
Prepaid Expenses and Deferred Charges$6,988$7,205▲ $217
Land, Buildings, and Equipment, Net$730$1,677▲ $947
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-
Total Assets$3,116,475$3,036,066▼ $80,409
Other Assets Total-$5,427-
Liabilities
Other Liabilities$385,508$378,230▼ $7,278
Deferred Revenue$355,319$377,842▲ $22,523
Accounts Payable and Accrued Expenses$46,873$24,726▼ $22,147
Total Liabilities$787,700$780,798▼ $6,902
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,328,775$2,255,268▼ $73,507
Total Liabilities and Net Assets / Fund Balance$3,116,475$3,036,066▼ $80,409

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,677$4,922$6,599
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleOtherTotal
Martin DalyTrustee$24,500$24,500
Sandra AnnunziataTrustee$12,500$12,500
Matthew ReidTrustee$3,500$3,500

Board Members and Trustees

NameTitle
Alexis CandelarioTrustee
Anthony NewmanTrustee
Jarohan GarciaTrustee
Mary Ellen CowanTrustee
William ColemanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,883,090
Investment Income
$48,225
Other Revenue
$23,654
Change in Net Assets
$1,161

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,933,993
Revenue Not Reported on Financial Statements
$20,976
Revenue Not Reported on Form 990
$-74,668
Total Revenue per Audited Statements
$2,859,325
Total Revenue per Form 990
$2,954,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$272,079
Salaries, Compensation, and Employee Benefits$29,325
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,652,404
Fees for Services Other---$104,777
Other Expenses---$87,331
Other Salaries and Wages---$27,041
Fees for Service Investment Mgmnt Fees---$20,976
Fees for Services Legal---$18,583
Fees for Services Accounting---$12,000
Office Expenses---$11,779
Insurance---$8,684
Information Technology---$4,891
Conferences and Meetings---$2,293
Payroll Taxes---$2,284
Depreciation Depletion---$765
Total Functional Expenses$0$0$0$2,953,808

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,953,808
Expenses per Audited Statements$2,939,049
Total Expenses per Audited Statements$2,939,049
Expenses Not Reported on Financial Statements$14,759
Other Expense Adjustments$-6,217
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 Obligations$378,100
Payroll Withholdings$130
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Line 11B: Form 990 Review Process

“Federal form 990 is presented to the board of trustees before it is filed with the irs.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“On an annual basis, at a board of trustees meeting, all trustees of the fund make conflict of interest disclosures.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Not made available to the general public.”

Filing and Contact Details

Filer

Filer Name
New Rochelle Fuse Welfare Fund
EIN
23-7126811
Phone
9146367999
Address
270 NORTH AVENUE, NEW ROCHELLE, NY 10801

Signing Officer

Name
Martin Daly
Title
Trustee
Signed
2019-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin Daly
Formed
1969
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
5
Employees
1

Preparer

Firm
Gould Kobrick & Schlapp PC
Address
3 Park Ave 14th Floor, New York, NY 10016-5902
Preparer
Steven T Schlapp
Phone
2125649451
Raw XML AppendixShowing 400 of 427 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt046873
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024726
IRS990/AccountsReceivableGrp/BOYAmt09529
IRS990/AccountsReceivableGrp/EOYAmt015994
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt02652404
IRS990/BooksInCareOfDetail/PersonNm0DIANE DELGADO FD MNGR
IRS990/BooksInCareOfDetail/PhoneNum09146367999
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0270 NORTH AVENUE SUITE 809
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW ROCHELLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010801
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt084209
IRS990/CashNonInterestBearingGrp/EOYAmt020846
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt02293
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02652404
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt048225
IRS990/CYOtherExpensesAmt0272079
IRS990/CYOtherRevenueAmt023654
IRS990/CYProgramServiceRevenueAmt02883090
IRS990/CYRevenuesLessExpensesAmt01161
IRS990/CYSalariesCompEmpBnftPaidAmt029325
IRS990/CYTotalExpensesAmt02953808
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02954969
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0355319
IRS990/DeferredRevenueGrp/EOYAmt0377842
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0765
IRS990/Desc0PROVIDED SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt012000
IRS990/FeesForServicesLegalGrp/TotalAmt018583
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0104777
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020976
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt19.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt214.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0ANTHONY NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1MATTHEW REID
IRS990/Form990PartVIISectionAGrp/PersonNm2SANDRA ANNUNZIATA
IRS990/Form990PartVIISectionAGrp/PersonNm3MARTIN DALY
IRS990/Form990PartVIISectionAGrp/PersonNm4ALEXIS CANDELARIO
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY ELLEN COWAN
IRS990/Form990PartVIISectionAGrp/PersonNm6Jarohan Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm7William Coleman
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt212500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt324500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-3176
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0535729
IRS990/GrossReceiptsAmt03493874
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt04891
IRS990/InsuranceGrp/TotalAmt08684
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt051401
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051401
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02668674
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02504949
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0358
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04922
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0730
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01677
IRS990/LandBldgEquipCostOrOtherBssAmt06599
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0538905
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02328775
IRS990/NetAssetsOrFundBalancesEOYAmt02255268
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3176
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3176
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-74668
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt011779
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt05427
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0O/H ALLOCATION OF SHARED EXP.
IRS990/OtherExpensesGrp/TotalAmt087331
IRS990/OtherLiabilitiesGrp/BOYAmt0385508
IRS990/OtherLiabilitiesGrp/EOYAmt0378230
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1UNCASHED STALE CHECKS W/O
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07330
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116324
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07330
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116324
IRS990/OtherRevenueTotalAmt023654
IRS990/OtherSalariesAndWagesGrp/TotalAmt027041
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt02284
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06988
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07205
IRS990/PrincipalOfficerNm0MARTIN DALY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01908420
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1974670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01908420
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1974670
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02415374
IRS990/PYInvestmentIncomeAmt059306
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0264293
IRS990/PYOtherRevenueAmt02647
IRS990/PYProgramServiceRevenueAmt02805667
IRS990/PYRevenuesLessExpensesAmt0160725
IRS990/PYSalariesCompEmpBnftPaidAmt027228
IRS990/PYTotalExpensesAmt02706895
IRS990/PYTotalRevenueAmt02867620
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01161
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02328775
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02255268
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0346345
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0479968
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01677
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04922
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06599
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014759
IRS990ScheduleD/ExpensesSubtotalAmt02939049
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt020976
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020976
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-74668
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-6217
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0378100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1130
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL WITHHOLDINGS
IRS990ScheduleD/RevenueNotReportedAmt0-74668
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020976
IRS990ScheduleD/RevenueSubtotalAmt02933993
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01677
IRS990ScheduleD/TotalExpensesPerForm990Amt02953808
IRS990ScheduleD/TotalLiabilityAmt0378230
IRS990ScheduleD/TotalRevenuePerForm990Amt02954969
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02859325
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02939049
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FEDERAL FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS, AT A BOARD OF TRUSTEES MEETING, ALL TRUSTEES OF THE FUND MAKE CONFLICT OF INTEREST DISCLOSURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT MADE AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW ROCHELLE FUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CITY SCHOOL DISTRICT OF NEW ROCHELLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0116111286
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE COLLECTIVE BARG REP TO MEMBERS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0270 NORTH AVENUE 809
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1515 NORTH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW ROCHELLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEW ROCHELLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0108013523
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110801
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03116475
IRS990/TotalAssetsEOYAmt03036066
IRS990/TotalAssetsGrp/BOYAmt03116475
IRS990/TotalAssetsGrp/EOYAmt03036066
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02953808
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0787700
IRS990/TotalLiabilitiesEOYAmt0780798
IRS990/TotalLiabilitiesGrp/BOYAmt0787700
IRS990/TotalLiabilitiesGrp/EOYAmt0780798
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02328775
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02255268
IRS990/TotalProgramServiceRevenueAmt02883090
IRS990/TotalRevenueGrp/ExclusionAmt048225
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02906744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02954969
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03116475
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03036066
IRS990/TotReportableCompRltdOrgAmt040500
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0270 North Avenue Suite 809
IRS990/USAddress/CityNm0NEW ROCHELLE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010801
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.NRFUSE.ORG

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,036,066
Liabilities
$780,798
Net assets
$2,255,268
Revenue
$2,954,969
Expenses
$2,953,808
Net income
$1,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.97$4.32$3.64$3.22$0.42
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.94$3.78$3.58$3.37$0.21
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.89$3.63$3.42$3.00$0.42
2021Detailed filing. Detailed filing data is available for this year.$4.35$0.84$3.51$3.24$3.14$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.79$3.48$3.22$2.48$0.74
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.78$2.64$3.04$2.80$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.78$2.26$2.95$2.95$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.79$2.33$2.87$2.71$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.79$2.22$2.86$3.31$0.45
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.75$2.63$2.78$2.68$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.82$2.55$2.76$3.03$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.67$2.82$2.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.67$2.93$2.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.73$2.92$2.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.63$2.91$2.82