Civic Intelligence

Assistant Deputy Wardens Security Benefit Fund

990 • Fiscal year 2023 • EIN 91-1873028

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 27, 2024

Organization Profile
Aso 303 Merrick RdLynbrook, NY 11563-9010

(516) 394-9433

Siviq Scores

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

Liabilities / Assets

47th percentile

0.09x

Higher debt load relative to assets than 47% of similar nonprofits.

2023 filings • NTEE B99 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

0.13x

Higher debt load relative to revenue than 55% of similar nonprofits.

2023 filings • NTEE B99 • $1M-$5M nonprofits • Source year 2023

Net Margin

17th percentile

-27%

Higher net margin than 17% of similar nonprofits.

2023 filings • NTEE B99 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$24,137

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2023 filings • NTEE B99 • $1M-$5M nonprofits • Source year 2023

Asset Growth

22nd percentile

-12%

Faster asset growth than 22% of similar nonprofits.

2023 filings • NTEE B99 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • NTEE B99 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$1,234,657

Down $171,935 (-12%) from 2022

Net Assets

Down

$1,121,249

Down $164,225 (-13%) from 2022

Liabilities

Down

$113,408

Down $7,710 (-6.4%) from 2022

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin17th percentile

Revenue

Down

$882,347

Down $133,186 (-13%) from 2022

Expenses

Down

$1,117,763

Down $40,745 (-3.5%) from 2022

Net Income

Down

-$235,416

Down $92,441 (-65%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,553,277Liabilities 2010: $95,986Net Assets 2010: $1,457,2912010Assets 2011: $1,644,035Liabilities 2011: $92,311Net Assets 2011: $1,551,7242011Assets 2012: $1,703,937Liabilities 2012: $116,715Net Assets 2012: $1,587,2222012Assets 2013: $1,692,752Liabilities 2013: $86,913Net Assets 2013: $1,605,8392013Assets 2014: $93,347Liabilities 2014: $1,854Net Assets 2014: $91,4932014Assets 2015: $1,695,028Liabilities 2015: $127,203Net Assets 2015: $1,567,8252015Assets 2016: $1,919,026Liabilities 2016: $112,215Net Assets 2016: $1,806,8112016Assets 2017: $1,852,150Liabilities 2017: $111,163Net Assets 2017: $1,740,9872017Assets 2018: $1,833,938Liabilities 2018: $185,659Net Assets 2018: $1,648,2792018Assets 2019: $1,863,856Liabilities 2019: $180,203Net Assets 2019: $1,683,6532019Assets 2020: $1,954,083Liabilities 2020: $139,983Net Assets 2020: $1,814,1002020Assets 2021: $1,733,304Liabilities 2021: $130,200Net Assets 2021: $1,603,1042021Assets 2022: $1,406,592Liabilities 2022: $121,118Net Assets 2022: $1,285,4742022Assets 2023: $1,234,657Liabilities 2023: $113,408Net Assets 2023: $1,121,2492023Assets 2024: $1,079,420Liabilities 2024: $128,630Net Assets 2024: $950,7902024

Highlighted filing

2023

Assets$1,234,657
Liabilities$113,408
Net Assets$1,121,249
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $713,2512010Expenses 2011: $665,8252011Revenue 2012: $779,010Expenses 2012: $768,761Net Income 2012: $10,2492012Revenue 2013: $798,796Expenses 2013: $793,237Net Income 2013: $5,5592013Revenue 2014: $232,959Expenses 2014: $233,512Net Income 2014: -$5532014Revenue 2015: $846,573Expenses 2015: $883,316Net Income 2015: -$36,7432015Revenue 2016: $1,158,876Expenses 2016: $939,461Net Income 2016: $219,4152016Revenue 2017: $968,600Expenses 2017: $1,066,177Net Income 2017: -$97,5772017Revenue 2018: $1,055,076Expenses 2018: $1,035,148Net Income 2018: $19,9282018Revenue 2019: $1,053,320Expenses 2019: $1,085,446Net Income 2019: -$32,1262019Revenue 2020: $1,103,340Expenses 2020: $1,018,179Net Income 2020: $85,1612020Revenue 2021: $1,057,028Expenses 2021: $1,235,421Net Income 2021: -$178,3932021Revenue 2022: $1,015,533Expenses 2022: $1,158,508Net Income 2022: -$142,9752022Revenue 2023: $882,347Expenses 2023: $1,117,763Net Income 2023: -$235,4162023Revenue 2024: $961,294Expenses 2024: $1,121,041Net Income 2024: -$159,7472024

Highlighted filing

2023

Revenue$882,347
Expenses$1,117,763
Net Income-$235,416
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 27, 2024
Return Version
2023v5.1
Gross Receipts
$1,168,328
Mission and Program Overview

Mission

Provide medical benefits to participants.

Provide supplemental health-related benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$940,157$699,973▼ $240,184
Cash and Non-Interest-Bearing Accounts$266,888$260,388▼ $6,500
Accounts Receivable$84,099$155,427▲ $71,328
Savings and Temporary Cash Investments$107,992$107,996▲ $4
Prepaid Expenses and Deferred Charges$6,256$9,673▲ $3,417
Total Assets$1,406,592$1,234,657▼ $171,935
Other Assets Total$1,200$1,200→ $0
Liabilities
Other Liabilities$102,758$94,202▼ $8,556
Accounts Payable and Accrued Expenses$18,360$19,206▲ $846
Total Liabilities$121,118$113,408▼ $7,710
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,285,474$1,121,249▼ $164,225
Total Net Assets Fund Balance$1,285,474$1,121,249▼ $164,225
Total Liabilities and Net Assets / Fund Balance$1,406,592$1,234,657▼ $171,935
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J RussoTrusteePT-$24,137$24,137
V CaputoClerical-$22,533-$22,533
S SchwartzbaumClerical-$21,578-$21,578
O OtukoyaTrustee--$15,434$15,434
C MarajTrustee--$13,519$13,519
J CaputoTrustee--$9,661$9,661

Board Members and Trustees

NameTitle
T CoxTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$884,768
Investment Income
$-2,421
Other Revenue
$0
Change in Net Assets
$-235,416

Audited Revenue Reconciliation

Revenue per Audited Statements
$874,701
Revenue Not Reported on Financial Statements
$7,646
Revenue Not Reported on Form 990
$64,623
Total Revenue per Audited Statements
$939,324
Total Revenue per Form 990
$882,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,424
Salaries, Compensation, and Employee Benefits$48,940
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$989,399--$989,399
Current Officers, Directors, Trustees, and Key Employees---$44,111
Fees for Services Management---$23,383
Occupancy---$16,800
Fees for Services Accounting---$9,500
Fees for Services Legal---$8,500
Fees for Service Investment Mgmnt Fees---$7,646
Office Expenses---$6,145
Payroll Taxes---$4,829
Conferences and Meetings---$3,810
Other Expenses---$2,474
Insurance---$483
Total Functional Expenses$989,399$0$0$1,117,763

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,117,763
Expenses per Audited Statements$1,110,116
Total Expenses per Audited Statements$1,110,116
Expenses Not Reported on Financial Statements$7,647
Other Expense Adjustments$1
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$90,749
Changes in Benefit Obligations$1,862
Payroll Taxes Payable$1,591
Due to Related Organizations-
Changes in Other Benfits Payable-
Due to Nyc - Overpayment-
Taxes Payable-
Other Benefits Payable-
Legal Fringe Benefit Payable-
Prepaid Legal Service-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 13

“The whistleblower policy of the adw/dw security benefit fund fund encourages all employees to come forward with credible information on illegal practices or serious violations of adopted policies of the fund. It specifies that the fund will protect legitimate whistleblowers from retaliation and identifies where such information can be reported.”

Form 990, Part VI, Section B, Line 14

“The fund staff and officers are prohibited from destroying documents with the intent to obstruct an investigation by federal, state or local authorities. Violations of this policy will result in severe discipline up to and including discharge.”

Form 990, Part VI, Section B, Line 15B

“Salaries of the employees shall be approved without the affected employee participating in the approval.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 is routed to the trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“The funds governing documents and financial statement are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Adw Dw Security Benefits Fund
EIN
91-1873028
Phone
5163949433
Address
ASO 303 MERRICK RD, LYNBROOK, NY 11563-9010

Signing Officer

Name
Joseph Russo
Title
Trustee
Phone
5163949433
Signed
2024-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Russo
Formed
1975
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
2

Preparer

Firm
Rocco J Ricciardi CPA
Address
27010 GRAND CENTRAL PKWAY SUITE 20N, FLORAL PARK, NY 11005-1120
Preparer
Rocco J Ricciardi CPA
Phone
5165243501
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“CHANGES IN BENEFITS.”

Financial Statement Notes

X 4A

“INVESTMENT EXP 7,646”

Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0107992
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0107996
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07647
IRS990ScheduleD/ExpensesSubtotalAmt01110116
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07646
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07646
IRS990ScheduleD/NetUnrealizedGainsInvstAmt064623
IRS990ScheduleD/OtherExpensesNotIncludedAmt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt090749
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11591
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21862
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CHANGES IN BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4CHANGES IN OTHER BENFITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5DUE TO NYC - OVERPAYMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7OTHER BENEFITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc8LEGAL FRINGE BENEFIT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc9PREPAID LEGAL SERVICE
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt064623
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07646
IRS990ScheduleD/RevenueSubtotalAmt0874701
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT EXP 7,646
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 4A
IRS990ScheduleD/TotalExpensesPerForm990Amt01117763
IRS990ScheduleD/TotalLiabilityAmt094202
IRS990ScheduleD/TotalRevenuePerForm990Amt0882347
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0939324
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01110116
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0T COX
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WHISTLEBLOWER POLICY OF THE ADW/DW SECURITY BENEFIT FUND FUND ENCOURAGES ALL EMPLOYEES TO COME FORWARD WITH CREDIBLE INFORMATION ON ILLEGAL PRACTICES OR SERIOUS VIOLATIONS OF ADOPTED POLICIES OF THE FUND. IT SPECIFIES THAT THE FUND WILL PROTECT LEGITIMATE WHISTLEBLOWERS FROM RETALIATION AND IDENTIFIES WHERE SUCH INFORMATION CAN BE REPORTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND STAFF AND OFFICERS ARE PROHIBITED FROM DESTROYING DOCUMENTS WITH THE INTENT TO OBSTRUCT AN INVESTIGATION BY FEDERAL, STATE OR LOCAL AUTHORITIES. VIOLATIONS OF THIS POLICY WILL RESULT IN SEVERE DISCIPLINE UP TO AND INCLUDING DISCHARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES OF THE EMPLOYEES SHALL BE APPROVED WITHOUT THE AFFECTED EMPLOYEE PARTICIPATING IN THE APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS ROUTED TO THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUNDS GOVERNING DOCUMENTS AND FINANCIAL STATEMENT ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGES IN BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
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/BusinessNameLine1Txt0ADW DW ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ADW DW ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0136181434
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1113017066
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501c9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE COLLECTIVE BARGAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE COLLECTIVELY BARGAINED BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0c/o ASO 303 MERRICK ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1c/o ASO 303 MERRICK ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MERRICK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MERRICK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0115639010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1115639010
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01406592
IRS990/TotalAssetsEOYAmt01234657
IRS990/TotalAssetsGrp/BOYAmt01406592
IRS990/TotalAssetsGrp/EOYAmt01234657
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0989399
IRS990/TotalFunctionalExpensesGrp/TotalAmt01117763
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0121118
IRS990/TotalLiabilitiesEOYAmt0113408
IRS990/TotalLiabilitiesGrp/BOYAmt0121118
IRS990/TotalLiabilitiesGrp/EOYAmt0113408
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01285474
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01121249
IRS990/TotalProgramServiceExpensesAmt0989399
IRS990/TotalProgramServiceRevenueAmt0884768
IRS990/TotalReportableCompFromOrgAmt044111
IRS990/TotalRevenueGrp/ExclusionAmt019586
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0884768
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0882347
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01406592
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01234657
IRS990/TotReportableCompRltdOrgAmt078185
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0303 MERRICK RD
IRS990/USAddress/CityNm0LYNBROOK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011563
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH RUSSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05163949433
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADW DW SECURITY BENEFITS FUND
ReturnHeader/Filer/BusinessNameControlTxt0ASSI
ReturnHeader/Filer/EIN0911873028
ReturnHeader/Filer/PhoneNum05163949433

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,234,657
Liabilities
$113,408
Net assets
$1,121,249
Revenue
$882,347
Expenses
$1,117,763
Net income
-$235,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.13$0.95$0.96$1.12$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.11$1.12$0.88$1.12$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.12$1.29$1.02$1.16$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.13$1.60$1.06$1.24$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.14$1.81$1.10$1.02$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.18$1.68$1.05$1.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.19$1.65$1.06$1.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.11$1.74$0.97$1.07$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.11$1.81$1.16$0.94$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.13$1.57$0.85$0.88$0.04
2014Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$0.23$0.23$0.00
2013Summary only. Only limited summary data is available for this year.$1.69$0.09$1.61$0.80$0.79$0.01
2012Summary only. Only limited summary data is available for this year.$1.70$0.12$1.59$0.78$0.77$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.09$1.55$0.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.10$1.46$0.71
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)9 • $1M-$5M nonprofits