Nonprofit · EIN 11-2692902
CSA RETIREE WELFARE FUND
Tax-exempt · NEW YORK, NY 10006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $12,720,031 | $12,820,597 | -$100,566 | $49,167,344 | $3,339,388 | $45,827,956 |
| September 30, 2024 | 990 | $12,511,623 | $13,186,158 | -$674,535 | $47,511,358 | $3,452,049 | $44,059,309 |
| September 30, 2023 | 990 | $12,147,616 | $13,092,236 | -$944,620 | $41,791,449 | $3,529,582 | $38,261,867 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $11,159,273
- Investment income
- $1,549,714
- Net gain from sales of assets
- $97,065
- Other revenue
- $11,044
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $11,162,559
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $47,511,358
- Total assets, end of year
- $49,167,344
- Total liabilities, end of year
- $3,339,388
- Net assets, end of year
- $45,827,956
- Publicly traded securities
- $45,373,757
- Gross receipts
- $14,335,306
- Employees
- 0
- Year formed
- 1984
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Glenda Harry | Asst. Admin/Director of Fin | 12 | $0 | $188,809 | $48,964 |
| Susan Barone | Plan admin Officer | 12 | $0 | $213,243 | $16,732 |
| Henry Rubio | Chairperson Trustee or director, Officer | 0 | $0 | $0 | $0 |
| Stamo Karalazarides | First V.P. Trustee or director, Officer | 0 | $0 | $0 | $0 |
| Dale Kelly | Exec. V.P. Trustee or director, Officer | 0 | $0 | $0 | $0 |
| Gayle Lockett | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Juanita Johnson | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Janice Imundi | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Bruce Bryant | Counsel Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Glenda Harry | Asst. Admin/Director of Fin | 12 | $0 | $186,362 | $47,991 |
| Susan Barone | Plan admin Officer | 12 | $0 | $174,795 | $12,351 |
| Henry Rubio | President Trustee or director, Officer | 0 | $0 | $0 | $0 |
| Rosemary Sinclair | Exec VP Trustee or director, Officer | 0 | $0 | $0 | $0 |
| Dale Kelly | First VP Trustee or director, Officer | 0 | $0 | $0 | $0 |
| Gayle Lockett | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Juanita Johnson | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Stanley Wilson | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Bruce Bryant | Counsel Trustee or director | 0 | $0 | $0 | $0 |
| Dean Hatfield | Trustee Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Glenda Harry | Asst. Admin/Director of Fin | 12 | $0 | $151,723 | $51,993 |
| Henry Rubio | President Trustee or director, Officer | 0 | $0 | $0 | $0 |
| Rosemary Sinclair | Exec VP Trustee or director, Officer | 0 | $0 | $0 | $0 |
| Dale Kelly | First VP Trustee or director, Officer | 0 | $0 | $0 | $0 |
| Gayle Lockett | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Juanita Johnson | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Stanley Wilson | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Mark Brodsky | Trustee Trustee or director | 0 | $0 | $0 | $0 |
| Susan Barone | Plan admin Officer | 0 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 40 RECTOR STREET 12TH FLOOR, NEW YORK, NY 10006-1729
- In care of
- % DOUGLAS HATHAWAY
- Signed the 990
- Susan Barone, Plan Administrator
- Phone
- (212) 697-8540
- Website
- www.csawf.org
- Return prepared by
- Satty Levine & Ciacco CPAs PC
Mission
To provide medical and health benefits to members.
Program accomplishments
- To provide medical and health benefits to members.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 11-2692902
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $49,167,344
- Income (IRS master file)
- $14,335,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $12,720,031 | $12,820,597 | $49,167,344 | XML |
| 990 | September 2024 | $12,511,623 | $13,186,158 | $47,511,358 | XML |
| 990 | September 2023 | $12,147,616 | $13,092,236 | $41,791,449 | XML |
| 990 | September 2022 | $13,529,903 | $13,188,554 | $41,308,431 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-2692902).
Questions about CSA RETIREE WELFARE FUND
- What is the EIN of CSA RETIREE WELFARE FUND?
- The employer identification number (EIN) of CSA RETIREE WELFARE FUND is 11-2692902.
- Is CSA RETIREE WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
- Are donations to CSA RETIREE WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CSA RETIREE WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CSA RETIREE WELFARE FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CSA RETIREE WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who are the officers and directors of CSA RETIREE WELFARE FUND?
- The 990 for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CSA RETIREE WELFARE FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $12,720,031, expenses of $12,820,597 and total assets of $49,167,344 at year end.
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