Csa Retiree Welfare Fund: FY2021 Nonprofit Profile & Form 990 (EIN 11-2692902)

Revenue by fiscal year
FY2020	$14.4M
FY2021	$14.2M
FY2022	$13.5M
FY2023	$12.1M
FY2024	$12.5M
FY2025	$12.7M

Expenses by fiscal year
FY2020	$10.9M
FY2021	$12.9M
FY2022	$13.2M
FY2023	$13.1M
FY2024	$13.2M
FY2025	$12.8M

Net assets by fiscal year
FY2020	$41.5M
FY2021	$46.7M
FY2022	$37.8M
FY2023	$38.3M
FY2024	$44.1M
FY2025	$45.8M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Part of a larger organization · Schedule R

Csa Retiree Welfare Fund files its own Form 990, but Schedule R discloses 4 related entities — figures on this page are for this EIN only, not the whole group.

Council of School Supervisors and Administrators of the City of NY · Day Care Council - Council of Supervisors Administrators Welfare Fund · Csa Welfare Fund · Council of School Supervisors & Administrators Administrative Fund · See Schedule R

Combined filings · FY2021 · 5 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is 18% of group revenue.

Group revenue

$81.4M

Group expenses

$71.2M

Group net assets

$120.5M

Council of School Supervisors and Administrators of the City of NY · $21.3M rev · $53.4M net assets

Day Care Council - Council of Supervisors Administrators Welfare Fund · $2.4M rev · $1.6M net assets

Csa Welfare Fund · $15.3M rev · $18.8M net assets

Council of School Supervisors & Administrators Administrative Fund · $28.1M rev · $0 net assets

Where the money goes

87 cents of each dollar spent went to programs.

87%

13%

Program services 87% · $11.2M Management & general 13% · $1.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Mark Cannizzaro

Chairman of Board of Trust

$0Pt VII · Sec A

Henry Rubio

Trustee

$0Pt VII · Sec A

Gayle Lockett

Trustee

$0Pt VII · Sec A

Juanita Johnson

Secretary

$0Pt VII · Sec A

Rosemarie Sinclair

Trustee

$0Pt VII · Sec A

Stanley Wilson

Trustee

$0Pt VII · Sec A

Douglas Hathaway

Plan Administrator

$0Pt VII · Sec A

Glenda Harry

Asst Admin/Director of Fin

$0Pt VII · Sec A

See Csa Retiree Welfare Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers medical and health benefits to members.

Questions for Csa Retiree Welfare Fund

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Provided by the organization

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1 program · $11.2M · in their own filed words · FY2020

01

Provided medical and health benefits to approximately 8,023MEMBERS

$11.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$14.2M

Ln 12

Fees for servicesLn 2g$13.6M

Investment incomeLn 3$336K

Other incomeLn 4–11$296K

Money outPt IX

$12.9M

Ln 25

Programscol B$11.2M

Managementcol C$1.7M

Owns and owesPt X

$46.7M

net assets · Ln 32

Cash and savingsLn 1–2$6.4M

Total assetsLn 16$50.4M

LiabilitiesLn 26$3.7M

PeoplePt VI, VII

8

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$13.6M

Investment incomeLn 3$336K

Other incomeLn 4–11$296K

Gains on assetsLn 7−$452K

Total revenueLn 12$14.2M

Assets in detailPt X, end of year

CashLn 1$556K

SavingsLn 2$5.9M

Cash and savings togetherLn 1–2$6.4M

InvestmentsLn 11–13$41.7M

Other assetsLn 15$941

Total assetsLn 16$50.4M

LiabilitiesLn 26$3.7M

Net assetsLn 32$46.7M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderSeptember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$7.2M	$6.4M
InvestmentsLn 11–13	$37.6M	$41.7M
Total assetsLn 16	$45.9M	$50.4M
LiabilitiesLn 26	$4.3M	$3.7M
Net assetsLn 32	$41.5M	$46.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$11.2M	$11.2M
Legal feesLn 11b	$7K		$7K
Accounting feesLn 11c	$34K		$34K
Investment management feesLn 11f	$85K		$85K
Other fees for servicesLn 11g	$21K		$21K
InsuranceLn 23	$14K		$14K
Other expenses (24a–d)Ln 24	$1.5M		$1.5M
All other expensesLn 24e	$20K		$20K
Total functional expensesLn 25	$12.9M	$11.2M	$1.7M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$12.7M	$12.8M	−$101K	$45.8M	990 PDF
FY2024	$12.5M	$13.2M	−$675K	$44.1M	990 PDF
FY2023	$12.1M	$13.1M	−$945K	$38.3M	990 PDF
FY2022	$13.5M	$13.2M	$341K	$37.8M	990 PDF
FY2021 Viewing	$14.2M	$12.9M	$1.3M	$46.7M	990 PDF
FY2020	$14.4M	$10.9M	$3.5M	$41.5M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $14,245,168 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $13,429,455$13,613,311

I-10 Investment incomePrior year $989,601$335,618

I-11 Other revenuePrior year $11,870$296,239

I-12 Total revenuePrior year $14,430,926$14,245,168

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $9,458,012$11,244,183

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $1,471,482$1,659,441

I-18 Total expensesPrior year $10,929,494$12,903,624

I-19 Revenue less expensesPrior year $3,501,432$1,341,544

Part VI · Governance 6 of 6 board members independent, 3 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $14,245,168 across 5 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,613,311$13,613,311

VIII-3 Investment incomeRelated to mission $787,701$787,701

VIII-7 Net gain or loss on sales of assetsRelated to mission −$452,083−$452,083

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $296,239$296,239

VIII-12 Total revenueRelated to mission $14,245,168 · Unrelated business $0 · Excluded from tax $0$14,245,168

Part IX · Statement of functional expenses $12,903,624 across 8 lines filed

IX-4 Benefits paid to or for membersPrograms $11,244,183$11,244,183

IX-11b Legal feesManagement $7,200$7,200

IX-11c Accounting feesManagement $33,550$33,550

IX-11f Investment management feesManagement $85,016$85,016

IX-11g Other fees for servicesManagement $20,600$20,600

IX-23 InsuranceManagement $13,935$13,935

IX-24 Other expenses (24a–d)Management $1,478,979$1,478,979

IX-24e All other expensesManagement $20,161$20,161

IX-25 Total functional expensesPrograms $11,244,183 · Management $1,659,441 · Fundraising $0$12,903,624

Part X · Balance sheet $50,404,636 assets, 11 lines filed

X-1 Cash, non-interest-bearingStart of year $4,995,162$555,623

X-2 Savings and temporary cash investmentsStart of year $2,175,495$5,893,776

X-4 Accounts receivableStart of year $1,131,644$2,213,227

X-11 Publicly traded securitiesStart of year $37,575,071$41,741,069

X-15 Other assetsStart of year $0$941

X-16 Total assetsStart of year $45,877,372$50,404,636

X-17 Accounts payable and accrued expensesStart of year $88,092$0

X-25 Other liabilitiesStart of year $4,246,100$3,686,600

X-26 Total liabilitiesStart of year $4,334,192$3,686,600

X-32 Total net assets or fund balancesStart of year $41,543,180$46,718,036

X-33 Total liabilities and net assetsStart of year $45,877,372$50,404,636

Part XI · Reconciliation of net assets $46,718,036 net assets at year end

XI-1 Total revenue$14,245,168

XI-2 Total expenses$12,903,624

XI-3 Revenue less expenses$1,341,544

XI-4 Net assets at start of year$41,543,180

XI-5 Net unrealized gains (losses) on investments$3,833,312

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$46,718,036

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Csa Retiree Welfare Fund FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Csa Retiree Welfare Fund

Funders

By the numbers

Filing history

Schedules filed Part IV

Csa Retiree Welfare Fund FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Csa Retiree Welfare Fund

Funders

Related Organizations

By the numbers

Filing history

Schedules filed Part IV