Civic Intelligence

Council of School Supervisors &

EIN 85-1491272 • 501(c)5 • New York, NY

Profile

To provide medical and health benefits to members.

40 Rector StreetNew York, NY 10006

www.csawf.org

Siviq Scores

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

Liabilities / Assets

99th percentile

1.00x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.16x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Net Margin

21st percentile

0.0%

Higher net margin than 21% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$234,353

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Asset Growth

2nd percentile

-34%

Faster asset growth than 2% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

1.9%

Faster revenue growth than 28% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$3,900,999

Down $1,983,266 (-34%) from 2023

Liabilities

Down

$3,900,999

Down $1,983,266 (-34%) from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin21st percentile

Revenue

Up

$24,268,237

Up $452,193 (+1.9%) from 2023

Expenses

Up

$24,268,237

Up $452,193 (+1.9%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$10M$5.0M$0Assets 2021: $5,459,526Liabilities 2021: $5,459,526Net Assets 2021: $02021Assets 2022: $8,742,991Liabilities 2022: $8,742,991Net Assets 2022: $02022Assets 2023: $5,884,265Liabilities 2023: $5,884,265Net Assets 2023: $02023Assets 2024: $3,900,999Liabilities 2024: $3,900,999Net Assets 2024: $02024

Highlighted filing

2024

Assets$3,900,999
Liabilities$3,900,999
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$30M$20M$10M$0Revenue 2021: $28,104,798Expenses 2021: $28,104,798Net Income 2021: $02021Revenue 2022: $26,501,809Expenses 2022: $26,501,809Net Income 2022: $02022Revenue 2023: $23,816,044Expenses 2023: $23,816,044Net Income 2023: $02023Revenue 2024: $24,268,237Expenses 2024: $24,268,237Net Income 2024: $02024

Highlighted filing

2024

Revenue$24,268,237
Expenses$24,268,237
Net Income$0
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,900,999
Liabilities
$3,900,999
Net assets
$0
Revenue
$24,268,237
Expenses
$24,268,237
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.90$3.90$0.00$24.3$24.3$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.88$5.88$0.00$23.8$23.8$0.00
2022Detailed filing. Detailed filing data is available for this year.$8.74$8.74$0.00$26.5$26.5$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.46$5.46$0.00$28.1$28.1$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$24,268,237
Mission and Program Overview

Mission

To provide medical and health benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,004,591$2,009,245▲ $4,654
Cash and Non-Interest-Bearing Accounts$3,879,674$1,891,754▼ $1,987,920
Savings and Temporary Cash Investments-$0-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,884,265$3,900,999▼ $1,983,266
Other Assets Total-$0-
Liabilities
Other Liabilities$5,869,265$3,885,999▼ $1,983,266
Accounts Payable and Accrued Expenses$15,000$15,000→ $0
Total Liabilities$5,884,265$3,900,999▼ $1,983,266
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$5,884,265$3,900,999▼ $1,983,266
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Henry RubioChairman
Dale KellyVice President
Rosemarie SinclairVice President
Dean HatfieldTrustee
Gayle LockettTrustee
Joseph NapolitanoTrustee
Juanita JohnsonTrustee
Stanley WilsonTrustee
Glenda HarryAssistant administrator
Bruce BryantCounsel
Susan BaronePlan Admin
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,268,237
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,268,237
Total Revenue per Audited Statements
$24,268,237
Total Revenue per Form 990
$24,268,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,268,237
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$15,076
Total Functional Expenses$0$0$0$24,268,237

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,268,237
Total Expenses per Audited Statements$24,268,237
Total Expenses per Form 990$24,268,237
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
Due to active Welfare Fund$2,721,696
Due to CSA Retiree Welfare Fund$1,164,303
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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

“The trustees and the administrator receive a copy of the form 990 before it is filed and read it thoroughly and check the accuracy of the information.”

Form 990, Part VI, Section C, Line 19

“A SUMMARY OF THE FINANCIAL STATEMENT ARE PRINTED IN THE ORGANIZATION'S NEWSLETTER. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND A FULL COPY OF THE FINANCIAL STATEMENTS are AVALIABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Council of School Supervisors &
EIN
85-1491272
Phone
2126978540
Address
40 Rector Street, New York, NY 10006

Signing Officer

Name
Susan Barone
Title
Plan administrator
Signed
2025-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Satty Levine & Ciacco CPAs PC
Address
534 Broadhollow Road Suite 300, Melville, NY 11747
Preparer
Frank Lou CPA
Phone
5163389500
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“U.S. GAAP require fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the tax authorities. The fund's management has analyzed the tax positions taken by the Fund, and has concluded that as of September 30, 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 Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fund administrator believes the tax year 2020 is still subject to tax examination.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP require fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the tax authorities. The fund's management has analyzed the tax positions taken by the Fund, and has concluded that as of September 30, 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 Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fund administrator believes the tax year 2020 is still subject to tax examination.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt024268237
IRS990ScheduleD/TotalLiabilityAmt03885999
IRS990ScheduleD/TotalRevenuePerForm990Amt024268237
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt024268237
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024268237
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0186362
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1174795
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt022257
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025734
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt112351
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Glenda Harry
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Susan Barone
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Assistant administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Plan Admin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0234353
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1187146
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trustees and the administrator receive a copy of the form 990 before it is filed and read it thoroughly and check the accuracy of the information.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A SUMMARY OF THE FINANCIAL STATEMENT ARE PRINTED IN THE ORGANIZATION'S NEWSLETTER. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND A FULL COPY OF THE FINANCIAL STATEMENTS are AVALIABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Local 1 Council of Superisors and admin
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CSA Retiree Welfare Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Day Care Council - Council of Supervisor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CSA Welfare Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0112024569
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1112692902
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2112504726
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3136203811
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Union
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1H&W Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2H&W Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3H&W Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt040 Rector Street 12th Floor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt140 Rector Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt240 Rector Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt340 Rector Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3New York
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd210006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd310006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05884265
IRS990/TotalAssetsEOYAmt03900999
IRS990/TotalAssetsGrp/BOYAmt05884265
IRS990/TotalAssetsGrp/EOYAmt03900999
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt024268237
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05884265
IRS990/TotalLiabilitiesEOYAmt03900999
IRS990/TotalLiabilitiesGrp/BOYAmt05884265
IRS990/TotalLiabilitiesGrp/EOYAmt03900999
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt060342
IRS990/TotalProgramServiceRevenueAmt024268237
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024268237
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024268237
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05884265
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03900999
IRS990/TotReportableCompRltdOrgAmt0361157
IRS990/TravelGrp/TotalAmt00

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