Consolidated Edison Master Welfare Benefit Plan Trust

Consolidated Edison Master Welfare Benefit Plan Trust consistently maintains strong financial health with growing assets and no reported officer compensation.

EIN: 133329253 · New York, NY · Updated: 2026-03-28

$5.6MRevenue
$5.0MGross Revenue
$64.2MAssets
95/100Mission Score (Excellent)
Consolidated Edison Master Welfare Benefit Plan Trust Financial Summary
MetricValue
Total Revenue$5.6M
Total Expenses$1.4M
Program Spending90%
CEO/Top Officer Pay$64
Net Assets$50.9M
Transparency Score95/100

Is Consolidated Edison Master Welfare Benefit Plan Trust Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Consolidated Edison Master Welfare Benefit Plan Trust directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Consolidated Edison Master Welfare Benefit Plan Trust

Consolidated Edison Master Welfare Benefit Plan Trust (EIN: 133329253) is a nonprofit organization based in New York, NY. The organization reported total revenue of $5.6M and total assets of $64.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Consolidated Edison Master Welfare Benefit Plan Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

40Years Operating
Mid-SizeSize Classification
13Years of Filings
MixedRevenue Trajectory

Consolidated Edison Master Welfare Benefit Plan Trust is a mid-size nonprofit that has been operating for 40 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.3%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$2.7M
Total Expenses$1.4M
Surplus / Deficit+$1.3M
Total Assets$56.5M
Total Liabilities$5.6M
Net Assets$50.9M
Operating Margin47.9%
Debt-to-Asset Ratio9.9%
Months of Reserves475.7 months

Financial Health Grade: A

In 2023, Consolidated Edison Master Welfare Benefit Plan Trust reported a surplus of $1.3M with revenue exceeding expenses, holds 475.7 months of operating reserves (strong position), has a debt-to-asset ratio of 9.9% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Consolidated Edison Master Welfare Benefit Plan Trust's revenue has declined at a compound annual growth rate (CAGR) of -1.3%.

YearRevenue ChangeExpense ChangeAsset Change
2023-4.6%-2.1%+19.0%
2022-80.6%-4.3%-19.8%
2021+336.2%-15.2%+16.5%
2020-24.3%+5.4%+18.2%
2019+28.7%-13.9%+29.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1986

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Consolidated Edison Master Welfare Benefit Plan Trust appears to be a well-managed entity focused on its primary purpose, likely providing welfare benefits. Its financial health is robust, with assets consistently growing over the past decade, reaching $64,208,634 in the latest period. The organization consistently maintains a healthy surplus of revenue over expenses, as seen in 2023 with revenues of $2,733,314 against expenses of $1,425,339. This indicates strong financial stewardship and an ability to cover its operational costs while building reserves. Spending efficiency is high, given the nature of a welfare benefit plan. The primary 'program' spending would be the distribution of benefits, which is the core function. The absence of reported officer compensation suggests a lean administrative structure, further contributing to efficiency. The consistent growth in assets and the positive net income each year demonstrate effective financial management and a sustainable operational model. The organization's transparency is good, with a consistent filing history of IRS Form 990s, providing public access to its financial data.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Consolidated Edison Master Welfare Benefit Plan Trust with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Consolidated Edison Master Welfare Benefit Plan Trust allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$2.7MTotal Revenue
$1.4MTotal Expenses
$56.5MTotal Assets
$5.6MTotal Liabilities
$50.9MNet Assets
  • The organization reported a surplus of $1.3M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 9.9%.

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that its leadership is either unpaid or compensated through other means not reported as officer compensation on the 990, or that the trust is administered by an external entity whose compensation is categorized differently. This suggests a highly efficient structure regarding executive pay relative to its asset size of over $64 million.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Consolidated Edison Master Welfare Benefit Plan Trust:

  • Consistent asset growth, from $27.7M in 2014 to $64.2M currently, indicating strong financial management.
  • No reported officer compensation, suggesting very low administrative overhead for leadership.
  • Consistent positive net income (revenue exceeding expenses) across all reported periods, demonstrating financial sustainability.
  • Strong program focus, as indicated by the nature of a welfare benefit plan and efficient spending.
  • Regular and consistent IRS 990 filing history, indicating good transparency.

Frequently Asked Questions about Consolidated Edison Master Welfare Benefit Plan Trust

Is Consolidated Edison Master Welfare Benefit Plan Trust a legitimate charity?

Consolidated Edison Master Welfare Benefit Plan Trust (EIN: 133329253) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 95/100. It has 13 years of IRS 990 filings on record. Total revenue: $5.6M. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Consolidated Edison Master Welfare Benefit Plan Trust spend its money?

Consolidated Edison Master Welfare Benefit Plan Trust directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Consolidated Edison Master Welfare Benefit Plan Trust tax-deductible?

Consolidated Edison Master Welfare Benefit Plan Trust is registered as a tax-exempt nonprofit (EIN: 133329253). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Consolidated Edison Master Welfare Benefit Plan Trust CEO make?

Consolidated Edison Master Welfare Benefit Plan Trust's highest-compensated officer earns $64 annually. The organization reported $5.6M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

Where is Consolidated Edison Master Welfare Benefit Plan Trust located?

Consolidated Edison Master Welfare Benefit Plan Trust is headquartered in New York, New York and files with the IRS under EIN 133329253.

How many years of IRS 990 filings does Consolidated Edison Master Welfare Benefit Plan Trust have?

Consolidated Edison Master Welfare Benefit Plan Trust has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $5.6M in total revenue.

What specific welfare benefits does the trust provide?

The IRS 990 filings indicate the organization is a 'Master Welfare Benefit Plan Trust,' but the specific types of welfare benefits (e.g., health, disability, life insurance) are not detailed in the provided summary data.

How does the trust manage its investment assets?

With assets growing from $27,777,347 in 2014 to $64,208,634 currently, the trust clearly has an investment strategy. However, the provided data does not detail the specific investment vehicles or management approaches used.

Who are the beneficiaries of this welfare plan?

As a 'Consolidated Edison Master Welfare Benefit Plan Trust,' it is highly probable that the beneficiaries are employees or former employees of Consolidated Edison, but this is not explicitly stated in the provided financial summary.

Filing History

IRS 990 filing history for Consolidated Edison Master Welfare Benefit Plan Trust showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Consolidated Edison Master Welfare Benefit Plan Trust's revenue has declined by 14.7%, moving from $3.2M to $2.7M. Total assets increased by 168.6% over the same period, from $21.0M to $56.5M. Total functional expenses fell by 53.7%, from $3.1M to $1.4M. In its most recent filing year (2023), Consolidated Edison Master Welfare Benefit Plan Trust reported a surplus of $1.3M, with revenue exceeding expenses. The organization holds $5.6M in liabilities against $56.5M in assets (debt-to-asset ratio: 9.9%), resulting in net assets of $50.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $2.7M $1.4M $56.5M $5.6M
2022 $2.9M $1.5M $47.5M $6.4M View 990
2021 $14.8M $1.5M $59.2M $7.4M View 990
2020 $3.4M $1.8M $50.8M $9.1M View 990
2019 $4.5M $1.7M $43.0M $10.0M
2018 $3.5M $2.0M $33.3M $10.5M View 990
2017 $3.5M $1.7M $35.5M $12.2M View 990
2016 $3.3M $2.1M $29.8M $12.4M View 990
2015 $3.3M $2.5M $27.6M $13.4M View 990
2014 $3.3M $2.7M $27.8M $14.6M View 990
2013 $3.9M $3.0M $26.8M $13.5M View 990
2012 $5.6M $2.9M $23.2M $13.5M View 990
2011 $3.2M $3.1M $21.0M $15.8M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $2.7M, expenses of $1.4M, and assets of $56.5M (revenue -4.6% year-over-year).
  • 2022: Revenue of $2.9M, expenses of $1.5M, and assets of $47.5M (revenue -80.6% year-over-year).
  • 2021: Revenue of $14.8M, expenses of $1.5M, and assets of $59.2M (revenue +336.2% year-over-year).
  • 2020: Revenue of $3.4M, expenses of $1.8M, and assets of $50.8M (revenue -24.3% year-over-year).
  • 2019: Revenue of $4.5M, expenses of $1.7M, and assets of $43.0M (revenue +28.7% year-over-year).
  • 2018: Revenue of $3.5M, expenses of $2.0M, and assets of $33.3M (revenue -1.0% year-over-year).
  • 2017: Revenue of $3.5M, expenses of $1.7M, and assets of $35.5M (revenue +6.7% year-over-year).
  • 2016: Revenue of $3.3M, expenses of $2.1M, and assets of $29.8M (revenue +-0.0% year-over-year).
  • 2015: Revenue of $3.3M, expenses of $2.5M, and assets of $27.6M (revenue +0.0% year-over-year).
  • 2014: Revenue of $3.3M, expenses of $2.7M, and assets of $27.8M (revenue -15.5% year-over-year).
  • 2013: Revenue of $3.9M, expenses of $3.0M, and assets of $26.8M (revenue -30.0% year-over-year).
  • 2012: Revenue of $5.6M, expenses of $2.9M, and assets of $23.2M (revenue +73.9% year-over-year).
  • 2011: Revenue of $3.2M, expenses of $3.1M, and assets of $21.0M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Consolidated Edison Master Welfare Benefit Plan Trust:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Consolidated Edison Master Welfare Benefit Plan Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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