Csa Retiree Welfare Fund

Csa Retiree Welfare Fund maintains strong asset growth and zero officer compensation despite recent minor operating deficit.

EIN: 112692902 · New York, NY · Updated: 2026-03-28

$13.5MRevenue
$12.5MGross Revenue
$47.5MAssets
85/100Mission Score (Excellent)
Csa Retiree Welfare Fund Financial Summary
MetricValue
Total Revenue$13.5M
Total Expenses$13.1M
Program Spending90%
CEO/Top Officer Pay$13
Net Assets$38.3M
Transparency Score85/100

Is Csa Retiree Welfare Fund Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

Csa Retiree Welfare Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Csa Retiree Welfare Fund

Csa Retiree Welfare Fund (EIN: 112692902) is a nonprofit organization based in New York, NY. The organization reported total revenue of $13.5M and total assets of $47.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Csa Retiree Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

42Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Csa Retiree Welfare Fund is a large nonprofit that has been operating for 42 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$12.1M
Total Expenses$13.1M
Surplus / Deficit$-944,620
Total Assets$41.8M
Total Liabilities$3.5M
Net Assets$38.3M
Operating Margin-7.8%
Debt-to-Asset Ratio8.4%
Months of Reserves38.3 months

Financial Health Grade: B

In 2023, Csa Retiree Welfare Fund reported a deficit of $945K with expenses exceeding revenue, holds 38.3 months of operating reserves (strong position), has a debt-to-asset ratio of 8.4% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Csa Retiree Welfare Fund's revenue has grown at a compound annual growth rate (CAGR) of 0.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023-10.2%-0.7%+1.2%
2022-5.0%+2.2%-18.0%
2021-1.3%+18.1%+9.9%
2020-12.9%-17.5%+13.7%
2019+10.3%-1.9%+10.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1984

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

AI Transparency Report

The Csa Retiree Welfare Fund demonstrates consistent financial activity over the past decade, with annual revenues generally ranging between $12 million and $16 million. The organization's assets have steadily grown from $27 million in 2014 to over $47 million currently, indicating sound financial management and accumulation of reserves. Expenses have typically been well-managed, often below or close to revenue, though the 202309 period showed expenses of $13,092,236 exceeding revenue of $12,147,616, resulting in a deficit for that year. This recent deficit warrants monitoring, but the overall trend suggests a financially stable organization. The fund's spending efficiency appears strong, particularly given the consistent reporting of 0% officer compensation across all available filings, which suggests a focus on program delivery rather than executive overhead. While a detailed breakdown of program, administrative, and fundraising expenses isn't explicitly provided in the summary data, the absence of officer compensation is a positive indicator of efficient resource allocation. The organization's consistent filing of IRS Form 990s over 13 periods demonstrates a commitment to regulatory compliance and transparency. Overall, the Csa Retiree Welfare Fund appears to be a well-managed entity with a solid financial foundation. Its consistent asset growth and lack of reported officer compensation are significant strengths. The recent dip into a deficit in the latest filing period is a minor concern but does not overshadow the long-term financial health and operational consistency observed.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Csa Retiree Welfare Fund with a Mission Score of 85 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, Csa Retiree Welfare Fund 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:

$12.1MTotal Revenue
$13.1MTotal Expenses
$41.8MTotal Assets
$3.5MTotal Liabilities
$38.3MNet Assets
  • The organization reported a deficit of $945K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 8.4%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive compensation from the organization, which is highly unusual for an organization of this size with over $13 million in annual revenue and $47 million in assets.

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.

Red Flags

The following concerns were identified during AI analysis of Csa Retiree Welfare Fund's IRS 990 filings:

  • Recent operating deficit in 202309 filing where expenses ($13,092,236) exceeded revenue ($12,147,616).

Strengths

The following positive indicators were identified for Csa Retiree Welfare Fund:

  • Consistent asset growth from $27 million to $47 million over the past decade.
  • Zero reported officer compensation across all 13 available IRS 990 filings, indicating high efficiency.
  • Long history of consistent IRS 990 filings, demonstrating transparency and compliance.
  • Strong financial reserves with assets significantly exceeding liabilities (e.g., $41,791,449 assets vs. $3,529,582 liabilities in 202309).

Frequently Asked Questions about Csa Retiree Welfare Fund

Is Csa Retiree Welfare Fund a legitimate charity?

Csa Retiree Welfare Fund (EIN: 112692902) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $13.5M. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Csa Retiree Welfare Fund spend its money?

Csa Retiree Welfare Fund directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Csa Retiree Welfare Fund tax-deductible?

Csa Retiree Welfare Fund is registered as a tax-exempt nonprofit (EIN: 112692902). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Csa Retiree Welfare Fund CEO make?

Csa Retiree Welfare Fund's highest-compensated officer earns $13 annually. The organization reported $13.5M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

Where is Csa Retiree Welfare Fund located?

Csa Retiree Welfare Fund is headquartered in New York, New York and files with the IRS under EIN 112692902.

How many years of IRS 990 filings does Csa Retiree Welfare Fund have?

Csa Retiree Welfare Fund 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 $13.5M in total revenue.

Is Csa Retiree Welfare Fund financially stable?

Yes, the Csa Retiree Welfare Fund appears financially stable, with assets growing from $27 million in 2014 to $47 million currently, and revenues consistently in the multi-millions. While the 202309 period showed a deficit where expenses ($13,092,236) exceeded revenue ($12,147,616), this is a single period and the overall trend of asset growth and consistent revenue is positive.

How does Csa Retiree Welfare Fund manage executive compensation?

The Csa Retiree Welfare Fund consistently reports 0% officer compensation across all 13 available IRS 990 filings, indicating that no officers receive salaries or other compensation from the organization.

What is the trend in the organization's assets?

The organization's assets have shown a strong upward trend, increasing from $27,280,023 in 2014 to $47,511,358 in the latest period, demonstrating significant financial growth and accumulation of reserves.

Did the organization operate at a surplus or deficit in its latest filing?

In its latest filing period (202309), the organization operated at a deficit, with expenses of $13,092,236 exceeding revenue of $12,147,616.

Filing History

IRS 990 filing history for Csa Retiree Welfare Fund showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Csa Retiree Welfare Fund's revenue has grown by 8.5%, moving from $11.2M to $12.1M. Total assets increased by 101.8% over the same period, from $20.7M to $41.8M. Total functional expenses rose by 13.8%, from $11.5M to $13.1M. In its most recent filing year (2023), Csa Retiree Welfare Fund reported a deficit of $945K, with expenses exceeding revenue. The organization holds $3.5M in liabilities against $41.8M in assets (debt-to-asset ratio: 8.4%), resulting in net assets of $38.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $12.1M $13.1M $41.8M $3.5M
2022 $13.5M $13.2M $41.3M $3.5M
2021 $14.2M $12.9M $50.4M $3.7M View 990
2020 $14.4M $10.9M $45.9M $4.3M
2019 $16.6M $13.2M $40.4M $3.6M View 990
2018 $15.0M $13.5M $36.7M $4.3M View 990
2017 $14.5M $11.3M $34.6M $3.2M View 990
2016 $14.6M $12.2M $31.8M $4.2M View 990
2015 $13.6M $11.0M $28.5M $4.2M View 990
2014 $12.4M $10.9M $27.3M $4.6M View 990
2013 $12.3M $11.3M $24.6M $4.1M View 990
2012 $11.9M $10.0M $23.0M $3.7M View 990
2011 $11.2M $11.5M $20.7M $4.2M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $12.1M, expenses of $13.1M, and assets of $41.8M (revenue -10.2% year-over-year).
  • 2022: Revenue of $13.5M, expenses of $13.2M, and assets of $41.3M (revenue -5.0% year-over-year).
  • 2021: Revenue of $14.2M, expenses of $12.9M, and assets of $50.4M (revenue -1.3% year-over-year).
  • 2020: Revenue of $14.4M, expenses of $10.9M, and assets of $45.9M (revenue -12.9% year-over-year).
  • 2019: Revenue of $16.6M, expenses of $13.2M, and assets of $40.4M (revenue +10.3% year-over-year).
  • 2018: Revenue of $15.0M, expenses of $13.5M, and assets of $36.7M (revenue +3.6% year-over-year).
  • 2017: Revenue of $14.5M, expenses of $11.3M, and assets of $34.6M (revenue -0.6% year-over-year).
  • 2016: Revenue of $14.6M, expenses of $12.2M, and assets of $31.8M (revenue +7.6% year-over-year).
  • 2015: Revenue of $13.6M, expenses of $11.0M, and assets of $28.5M (revenue +9.2% year-over-year).
  • 2014: Revenue of $12.4M, expenses of $10.9M, and assets of $27.3M (revenue +0.6% year-over-year).
  • 2013: Revenue of $12.3M, expenses of $11.3M, and assets of $24.6M (revenue +3.9% year-over-year).
  • 2012: Revenue of $11.9M, expenses of $10.0M, and assets of $23.0M (revenue +6.0% year-over-year).
  • 2011: Revenue of $11.2M, expenses of $11.5M, and assets of $20.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Csa Retiree Welfare Fund:

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 Csa Retiree Welfare Fund 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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