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Nonprofit · EIN 13-6604595

LOCAL 803 HEALTH AND WELFARE FUND

Tax-exempt · STATEN ISLAND, NY 10314

Financials

$160K$227K2022$207K$235K2023$186K$243K2024
Revenue Expenses · by fiscal year end
Financials of LOCAL 803 HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$186,097$242,578-$56,481$1,632,477$20,739$1,611,738
October 31, 2024990$206,878$234,659-$27,781$1,612,234$20,000$1,592,234
October 31, 2023990$159,927$226,842-$66,915$1,483,188$19,842$1,463,346
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$51,706
Other revenue
$134,391

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$739
Compensation of officers, directors and key employees
$98,578
Salaries, compensation and benefits (total)
$106,931
Professional fundraising fees
$0
Legal fees
$36,000
Accounting fees
$25,969
Occupancy
$8,552

Balance sheet and other

Total assets, start of year
$1,612,234
Total assets, end of year
$1,632,477
Total liabilities, end of year
$20,739
Net assets, end of year
$1,611,738
Publicly traded securities
$1,461,912
Gross receipts
$186,097
Employees
1
Volunteers
0
Year formed
1972
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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANITA SIMONELLIFUND MANAGER
Officer
5.2$100,846
DEMOS DEMOPOULOSTRUSTEE
Trustee or director
2$0
SHARIKA GORDONTRUSTEE
Trustee or director
2$0
WIMAL ARIYAWANSATRUSTEE
Trustee or director
2$0
RALPH BLASITRUSTEE
Trustee or director
2$0
990 for the year ended October 31, 2024: 5 people
NameTitleHours / weekCompensation
ANITA SIMONELLIFUND MANAGER
Officer
13$93,346
DEMOS DEMOPOULOSTRUSTEE
Trustee or director
2$0
SHARIKA GORDONTRUSTEE
Trustee or director
2$0
WIMAL ARIYAWANSATRUSTEE
Trustee or director
2$0
RALPH BLASITRUSTEE
Trustee or director
2$0
990 for the year ended October 31, 2023: 6 people
NameTitleHours / weekCompensation
ANITA SIMONELLIFUND MANAGER
Officer
13$89,308
DEMOS DEMOPOULOSTRUSTEE
Trustee or director
2$0
SHARIKA GORDONTRUSTEE
Trustee or director
2$0
WIMAL ARIYAWANSATRUSTEE
Trustee or director
2$0
MICHAEL SPINELLITRUSTEE
Trustee or director
2$0
RALPH BLASITRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
900 SOUTH AVENUE 3RD FL SUITE 11, STATEN ISLAND, NY 10314-3418
Principal officer (990 for 2024)
DEMOS DEMOPOULOS, 900 SOUTH AVENUE 3RD FL SUITE 11, STATEN ISLAND, NY 10314
Signed the 990
DEMOS DEMOPOULOS, TRUSTEE
Phone
(718) 296-2449
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. BENEFITS INCLUDE LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT.

990 for the year ended October 31, 2025

Program accomplishments

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. BENEFITS INCLUDE LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT.

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file

IRS record

EIN
13-6604595
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1974
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,632,477
Income (IRS master file)
$186,097

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$186,097$242,578$1,632,477XML
990October 2024$206,878$234,659$1,612,234XML
990October 2023$159,927$226,842$1,483,188XML
990October 2022$150,299$228,624$1,534,753IRS
990October 2021–––IRS
990October 2020–––IRS
990October 2019–––IRS
990October 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 13-6604595).

Questions about LOCAL 803 HEALTH AND WELFARE FUND

What is the EIN of LOCAL 803 HEALTH AND WELFARE FUND?
The employer identification number (EIN) of LOCAL 803 HEALTH AND WELFARE FUND is 13-6604595.
Is LOCAL 803 HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
Are donations to LOCAL 803 HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LOCAL 803 HEALTH AND 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 LOCAL 803 HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOCAL 803 HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of LOCAL 803 HEALTH AND WELFARE FUND?
The 990 for the year ended October 31, 2025 names DEMOS DEMOPOULOS.
Who are the officers and directors of LOCAL 803 HEALTH AND WELFARE FUND?
The 990 for the year ended October 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $100,846 (ANITA SIMONELLI, FUND MANAGER).
How much revenue does LOCAL 803 HEALTH AND WELFARE FUND have?
On its 990 for the year ended October 31, 2025 it reported revenue of $186,097, expenses of $242,578 and total assets of $1,632,477 at year end.

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