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Nonprofit · EIN 22-6062974

ALLIED WELFARE FUND

Tax-exempt · STATEN ISLAND, NY 10314

Financials

$10.3M$9.6M2023$12.5M$13.4M2024
Revenue Expenses · by fiscal year end
Financials of ALLIED WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$12,533,641$13,402,473-$868,832$48,293,163$3,599,446$44,693,717
December 31, 2023990$10,251,927$9,593,409$658,518$48,591,164$287,457$48,303,707
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$6,312,239
Investment income
$6,221,402
Net gain from sales of assets
$6,221,402
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$12,524,168
Compensation of officers, directors and key employees
$9,000
Salaries, compensation and benefits (total)
$9,000
Professional fundraising fees
$0
Legal fees
$120,707
Accounting fees
$60,082

Balance sheet and other

Total assets, start of year
$48,591,164
Total assets, end of year
$48,293,163
Total liabilities, end of year
$3,599,446
Net assets, end of year
$44,693,717
Gross receipts
$17,312,239
Employees
0
Volunteers
0
Year formed
1962
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
JOSEPH FONTANOTRUSTEE
Trustee or director
1$0$233,345
CHARLIE HALL SRTRUSTEE
Trustee or director
1$9,000$0
JOSEPH SPAGNOLATRUSTEE
Trustee or director
1$0$0
MIKE OETTINGERTRUSTEE
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CHARLIE HALLTRUSTEE
Trustee or director
0.5$9,000
CHRIS MURRAYTRUSTEE- PAST
Trustee or director
0.5$0
MIKE OETTINGERTRUSTEE
Trustee or director
0.5$0
JOSEPH FONTANOTRUSTEE
Trustee or director
0.5$0
FRANK BEARTRUSTEE
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
1441 SOUTH AVE STE 702, STATEN ISLAND, NY 10314-3784
In care of
% CROSSROADS HEALTHCARE MANAGEMENT
Principal officer (990 for 2024)
JOSEPH FONTANO, 1441 SOUTH AVENUE 702, STATEN ISLAND, NY 10314
Signed the 990
JOSEPH FONTANO, TRUSTEE
Phone
(866) 646-1778
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS.

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
22-6062974
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1962
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$48,293,163
Income (IRS master file)
$17,312,239

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$12,533,641$13,402,473$48,293,163XML
990December 2023$10,251,927$9,593,409$48,591,164XML
990December 2022$6,552,551$8,658,394$46,565,501IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 22-6062974).

Questions about ALLIED WELFARE FUND

What is the EIN of ALLIED WELFARE FUND?
The employer identification number (EIN) of ALLIED WELFARE FUND is 22-6062974.
Is ALLIED WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1962.
Are donations to ALLIED WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ALLIED 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 ALLIED WELFARE FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLIED WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ALLIED WELFARE FUND?
The 990 for the year ended December 31, 2024 names JOSEPH FONTANO.
Who are the officers and directors of ALLIED WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization.
How much revenue does ALLIED WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $12,533,641, expenses of $13,402,473 and total assets of $48,293,163 at year end.

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