Nonprofit · EIN 23-7255573
DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN
Tax-exempt · VALLEY STREAM, NY 11580
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $146,112,671 | $124,008,164 | $22,104,507 | $140,855,628 | $1,518,089 | $139,337,539 |
| December 31, 2023 | 990 | $131,178,259 | $109,247,941 | $21,930,318 | $120,001,891 | $2,083,008 | $117,918,883 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $135,799,466
- Investment income
- $8,728,188
- Net gain from sales of assets
- $3,704,753
- Other revenue
- $1,585,017
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $119,552,484
- Compensation of officers, directors and key employees
- $462,204
- Other salaries and wages
- $1,863,792
- Salaries, compensation and benefits (total)
- $3,068,120
- Professional fundraising fees
- $0
- Legal fees
- $201,783
- Accounting fees
- $131,225
- Occupancy
- $266,955
- Depreciation
- $24,304
Balance sheet and other
- Total assets, start of year
- $120,001,891
- Total assets, end of year
- $140,855,628
- Total liabilities, end of year
- $1,518,089
- Net assets, end of year
- $139,337,539
- Land, buildings and equipment
- $276,364
- Publicly traded securities
- $124,486,371
- Gross receipts
- $155,217,483
- Employees
- 28
- Volunteers
- 0
- Year formed
- 1983
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TOMAS FRET JR | UNION TRUSTEE Trustee or director | 3 | $0 | $267,288 | $25,105 |
| ROBERT D'ULISSE | FUND DIRECTOR Officer | 33 | $226,915 | $0 | $24,744 |
| JEAN-CLAUDE CALIXTE | UNION TRUSTEE Trustee or director | 3 | $0 | $208,337 | $25,105 |
| ANTHONY CORDIELLO | UNION TRUSTEE Trustee or director | 2 | $0 | $197,869 | $25,105 |
| VINCENT ZITO | CONTROLLER Officer | 27 | $181,725 | $0 | $24,744 |
| JAMES P HEDGE | ALT. UNION TRUSTEE Trustee or director | 2 | $19,124 | $0 | $0 |
| MICHAEL CORDIELLO | UNION TRUSTEE - CHAIRMAN Trustee or director | 3 | $0 | $0 | $0 |
| NEIL STRAHL | EMPLOYER TRUSTEE - SECRETARY Trustee or director | 4 | $0 | $0 | $0 |
| NEIL MANCUSO | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| COREY MUIRHEAD | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STANLEY BRETTSCHNEIDER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TOMAS FRET JR | UNION TRUSTEE Trustee or director | 3 | $0 | $258,220 | $21,611 |
| ROBERT D'ULISSE | FUND DIRECTOR Officer | 33 | $211,088 | $0 | $21,611 |
| JEAN-CLAUDE CALIXTE | UNION TRUSTEE Trustee or director | 3 | $0 | $200,851 | $21,611 |
| ANTHONY CORDIELLO | UNION TRUSTEE Trustee or director | 2 | $0 | $191,272 | $21,611 |
| VINCENT ZITO | CONTROLLER Officer | 27 | $168,463 | $0 | $21,611 |
| MICHAEL CORDIELLO | UNION TRUSTEE - CHAIRMAN Trustee or director | 3 | $0 | $48,000 | $0 |
| JAMES P HEDGE | ALT. UNION TRUSTEE Trustee or director | 2 | $17,567 | $0 | $21,611 |
| NEIL STRAHL | EMPLOYER TRUSTEE-SECRETARY Trustee or director | 4 | $0 | $0 | $0 |
| NEIL MANCUSO | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| COREY MUIRHEAD | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STANLEY BRETTSCHNEIDER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20 N CENTRAL AVENUE 3RD FLOOR, VALLEY STREAM, NY 11580-3816
- Principal officer (990 for 2024)
- MICHAEL CORDIELLO, 20 NORTH CENTRAL AVENUE, VALLEY STREAM, NY 11580
- Signed the 990
- MICHAEL CORDIELLO, TRUSTEE
- Phone
- (718) 845-5800
- Website
- ATU1181.ORG/NWFUND.ASP
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE LIFE, ACCIDENT, DISABILITY, HOSPITALIZATION, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG AND OPTICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
Program accomplishments
- THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
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 | Not 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
- 23-7255573
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $140,855,628
- Income (IRS master file)
- $155,217,483
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $146,112,671 | $124,008,164 | $140,855,628 | XML |
| 990 | December 2023 | $131,178,259 | $109,247,941 | $120,001,891 | XML |
| 990 | December 2022 | $124,286,953 | $103,803,320 | $94,779,317 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 23-7255573).
Questions about DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN
- What is the EIN of DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN?
- The employer identification number (EIN) of DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN is 23-7255573.
- Is DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1970.
- Are donations to DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN 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 DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN 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 DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN 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 DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN?
- The 990 for the year ended December 31, 2024 names MICHAEL CORDIELLO.
- Who are the officers and directors of DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN?
- The 990 for the year ended December 31, 2024 lists 11 people; 3 received compensation from the organization.
- How much revenue does DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $146,112,671, expenses of $124,008,164 and total assets of $140,855,628 at year end.
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