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Nonprofit · EIN 51-0146783

NEW YORK CITY RETIREES HEALTH & WELFARE FUND

Tax-exempt · LYNBROOK, NY 11563

Financials

$11.6M$8.3M2023$12M$9.8M2024
Revenue Expenses · by fiscal year end
Financials of NEW YORK CITY RETIREES HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$12,035,253$9,844,327$2,190,926$47,709,329$831,827$46,877,502
December 31, 2023990$11,635,698$8,331,971$3,303,727$44,089,309$827,036$43,262,273
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$11,489,862
Investment income
$545,391
Net gain from sales of assets
$544,713
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$8,559,774
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$19,800
Accounting fees
$22,250

Balance sheet and other

Total assets, start of year
$44,089,309
Total assets, end of year
$47,709,329
Total liabilities, end of year
$831,827
Net assets, end of year
$46,877,502
Publicly traded securities
$39,294,140
Gross receipts
$25,975,666
Employees
0
Volunteers
0
Year formed
1975
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 / weekCompensation
FRANK KENNEYTRUSTEE - PAST
Trustee or director
1$0
MIRIAM GONZALEZTRUSTEE
Trustee or director
1$0
STACYLEA GRAYTRUSTEE
Trustee or director
1$0
LOUIS GOMEZTRUSTEE
Trustee or director
1$0
MICHAEL FEWXTRUSTEE
Trustee or director
1$0
NICHOLAS SACCOTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FRANK KENNEYTRUSTEE
Trustee or director
1$0
MIRIAM GONZALEZTRUSTEE
Trustee or director
1$0
STACYLEA GRAYTRUSTEE
Trustee or director
1$0
LOUIS GOMEZTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
303 MERRICK RD, LYNBROOK, NY 11563-2501
In care of
% ASO INC
Principal officer (990 for 2024)
SUE GUISTI, C/O ASO INC 303 MERRICK ROAD, LYNBROOK, NY 11563
Signed the 990
SUE GUISTI, ADMINISTRATOR
Phone
(516) 396-5500
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

THE PLAN PROVIDES BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PLAN PROVIDES BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS. THE BENEFITS INCLUDE PRESCRIPTION DRUG, DENTAL, OPTICAL, LIFE INSURANCE, PREPAID LEGAL, HEARING AIDS, PODIATRY, MEDICAL SUPPLEMENTAL AND MEDICARE TAXES.

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
51-0146783
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$47,709,329
Income (IRS master file)
$25,975,666

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$12,035,253$9,844,327$47,709,329XML
990December 2023$11,635,698$8,331,971$44,089,309XML
990December 2022$11,056,470$9,997,328$39,218,911IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 51-0146783).

Questions about NEW YORK CITY RETIREES HEALTH & WELFARE FUND

What is the EIN of NEW YORK CITY RETIREES HEALTH & WELFARE FUND?
The employer identification number (EIN) of NEW YORK CITY RETIREES HEALTH & WELFARE FUND is 51-0146783.
Is NEW YORK CITY RETIREES HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
Are donations to NEW YORK CITY RETIREES HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NEW YORK CITY RETIREES HEALTH & 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 NEW YORK CITY RETIREES HEALTH & 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 NEW YORK CITY RETIREES HEALTH & 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 NEW YORK CITY RETIREES HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 names SUE GUISTI.
Who are the officers and directors of NEW YORK CITY RETIREES HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does NEW YORK CITY RETIREES HEALTH & WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $12,035,253, expenses of $9,844,327 and total assets of $47,709,329 at year end.

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