Nonprofit · EIN 13-5668118
NEW YORK OIL HEATING INSURANCE FUND
Tax-exempt · HAUPPAUGE, NY 11788
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $437,849 | $627,393 | -$189,544 | $6,371,401 | $92,166 | $6,279,235 |
| December 31, 2024 | 990 | $489,228 | $590,041 | -$100,813 | $6,308,783 | $81,761 | $6,227,022 |
| December 31, 2023 | 990 | $488,209 | $581,257 | -$93,048 | $6,231,549 | $239,406 | $5,992,143 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,253
- Investment income
- $431,596
- Net gain from sales of assets
- $187,365
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $405,031
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $34,356
- Accounting fees
- $39,375
- Depreciation
- $393
Balance sheet and other
- Total assets, start of year
- $6,308,783
- Total assets, end of year
- $6,371,401
- Total liabilities, end of year
- $92,166
- Net assets, end of year
- $6,279,235
- Land, buildings and equipment
- $1,377
- Publicly traded securities
- $6,104,093
- Gross receipts
- $1,041,761
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1949
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROCCO J LACERTOSA | ADMINISTRATOR Officer | 4 | $0 | $176,919 | $20,519 |
| ALLISON A HEANEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT THEURER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROCCO J LACERTOSA | ADMINISTRATOR Officer | 4 | $0 | $176,919 | $20,520 |
| ALLISON A HEANEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT THEURER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROCCO J LACERTOSA | ADMINISTRATOR Officer | 4 | $0 | $165,160 | $20,174 |
| ALLISON A HEANEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT THEURER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 PARKWAY DR S STE 202, HAUPPAUGE, NY 11788-2025
- Principal officer (990 for 2025)
- ROCCO LACERTOSA, 200 PARKWAY DRIVE SOUTH 202, HAUPPAUGE, NY 11788
- Signed the 990
- ROCCO LACERTOSA, ADMINISTRATOR
- Phone
- (212) 695-1380
- Return prepared by
- WEAVER & TIDWELL LLP
Mission
TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND DEPENDENTS
Program accomplishments
- THE FUND PROVIDES LIFE INSURANCE AND DISABILITY INCOME BENEFITS TO APPROXIMATELY 289 PARTICIPANTS AND 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-5668118
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,371,401
- Income (IRS master file)
- $1,041,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $437,849 | $627,393 | $6,371,401 | XML |
| 990 | December 2024 | $489,228 | $590,041 | $6,308,783 | IRS |
| 990 | December 2023 | $488,209 | $581,257 | $6,231,549 | XML |
| 990 | December 2022 | $226,297 | $604,901 | $6,357,255 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 13-5668118).
Questions about NEW YORK OIL HEATING INSURANCE FUND
- What is the EIN of NEW YORK OIL HEATING INSURANCE FUND?
- The employer identification number (EIN) of NEW YORK OIL HEATING INSURANCE FUND is 13-5668118.
- Is NEW YORK OIL HEATING INSURANCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1971.
- Are donations to NEW YORK OIL HEATING INSURANCE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW YORK OIL HEATING INSURANCE 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 NEW YORK OIL HEATING INSURANCE FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW YORK OIL HEATING INSURANCE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NEW YORK OIL HEATING INSURANCE FUND?
- The 990 for the year ended December 31, 2025 names ROCCO LACERTOSA.
- Who are the officers and directors of NEW YORK OIL HEATING INSURANCE FUND?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does NEW YORK OIL HEATING INSURANCE FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $437,849, expenses of $627,393 and total assets of $6,371,401 at year end.
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