N Y C District Council Carpenters Welfare Fund

NYC Carpenters Welfare Fund consistently reports multi-million dollar operational deficits in recent years, relying on substantial asset base.

EIN: 135615576 · New York, NY · Updated: 2026-03-28

$1.5BRevenue
$416.1MGross Revenue
$866.0MAssets
75/100Mission Score (Good)
N Y C District Council Carpenters Welfare Fund Financial Summary
MetricValue
Total Revenue$1.5B
Total Expenses$450.4M
Program Spending90%
Net Assets$699.0M
Transparency Score75/100

Is N Y C District Council Carpenters Welfare Fund Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

N Y C District Council Carpenters Welfare Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About N Y C District Council Carpenters Welfare Fund

N Y C District Council Carpenters Welfare Fund (EIN: 135615576) is a nonprofit organization based in New York, NY. The organization reported total revenue of $1.5B and total assets of $866.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of N Y C District Council Carpenters Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

75Years Operating
MajorSize Classification
13Years of Filings
MixedRevenue Trajectory

N Y C District Council Carpenters Welfare Fund is a major nonprofit that has been operating for 75 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 1.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$410.4M
Total Expenses$450.4M
Surplus / Deficit$-39,972,971
Total Assets$822.4M
Total Liabilities$123.4M
Net Assets$699.0M
Operating Margin-9.7%
Debt-to-Asset Ratio15.0%
Months of Reserves21.9 months

Financial Health Grade: B

In 2023, N Y C District Council Carpenters Welfare Fund reported a deficit of $40.0M with expenses exceeding revenue, holds 21.9 months of operating reserves (strong position), has a debt-to-asset ratio of 15.0% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), N Y C District Council Carpenters Welfare Fund's revenue has grown at a compound annual growth rate (CAGR) of 1.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+1.1%+2.8%-2.6%
2022-2.4%-0.6%-9.7%
2021-5.0%+10.3%+8.6%
2020-18.8%-11.6%+2.6%
2019+11.7%+8.6%+6.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1951

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

AI Transparency Report

The N Y C District Council Carpenters Welfare Fund demonstrates consistent financial activity, managing substantial revenues and expenses over the past decade. In the most recent filing (202306), the organization reported revenues of $410,408,937 against expenses of $450,381,908, indicating a deficit for that period. This trend of expenses exceeding revenue is also observed in 202206 and 202106, suggesting a potential reliance on prior period surpluses or investment income to cover operational costs. The organization maintains significant assets, totaling $822,353,485 in 202306, which provides a strong financial cushion. While the filings consistently show 'Officer Comp=0%', this typically indicates that compensation for officers is not reported on Part VII of the Form 990, often because they are compensated by a related organization or are not considered employees for tax purposes. This lack of direct compensation reporting on the 990 itself can sometimes obscure the full picture of executive remuneration, though it doesn't necessarily imply a lack of transparency if the information is available elsewhere. The organization's primary function appears to be managing welfare benefits, which inherently involves high program spending. Given the nature of a welfare fund, a significant portion of expenses would be directly related to benefits paid out, which aligns with strong program spending. The consistent reporting of assets and liabilities over many years indicates a stable financial operation, despite the recent operational deficits. The absence of specific breakdowns for administrative and fundraising expenses in the provided data makes a detailed efficiency assessment challenging, but the overall scale of operations suggests a well-established entity.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates N Y C District Council Carpenters Welfare Fund with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 8%
  • programs: 90%
  • fundraising: 2%

According to IRS 990 filings, N Y C District Council Carpenters Welfare Fund allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. 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:

$410.4MTotal Revenue
$450.4MTotal Expenses
$822.4MTotal Assets
$123.4MTotal Liabilities
$699.0MNet Assets
  • The organization reported a deficit of $40.0M, with expenses exceeding revenue.
  • Debt-to-asset ratio: 15.0%.

Executive Compensation Analysis

The IRS 990 filings consistently report 0% officer compensation, which suggests that executive compensation is either not paid directly by this entity or is reported by a related organization. This makes it difficult to assess executive pay relative to the organization's multi-hundred-million-dollar scale directly from these filings.

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 N Y C District Council Carpenters Welfare Fund's IRS 990 filings:

  • Consistent operational deficits in recent years (2021-2023), with expenses exceeding revenue.
  • Lack of direct executive compensation reporting on the 990, which can obscure full remuneration details.

Strengths

The following positive indicators were identified for N Y C District Council Carpenters Welfare Fund:

  • Substantial asset base ($822,353,485 in 202306) provides financial stability.
  • Long history of consistent financial filings (13 filings) indicates established operations.
  • Significant scale of operations, managing over $400 million in annual revenue and expenses, suggesting a robust organization.

Frequently Asked Questions about N Y C District Council Carpenters Welfare Fund

Is N Y C District Council Carpenters Welfare Fund a legitimate charity?

N Y C District Council Carpenters Welfare Fund (EIN: 135615576) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.5B. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does N Y C District Council Carpenters Welfare Fund spend its money?

N Y C District Council Carpenters Welfare Fund directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.

Are donations to N Y C District Council Carpenters Welfare Fund tax-deductible?

N Y C District Council Carpenters Welfare Fund is registered as a tax-exempt nonprofit (EIN: 135615576). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of N Y C District Council Carpenters Welfare Fund's spending goes to programs?

N Y C District Council Carpenters Welfare Fund directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is N Y C District Council Carpenters Welfare Fund located?

N Y C District Council Carpenters Welfare Fund is headquartered in New York, New York and files with the IRS under EIN 135615576.

How many years of IRS 990 filings does N Y C District Council Carpenters Welfare Fund have?

N Y C District Council Carpenters 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 $1.5B in total revenue.

Why have expenses exceeded revenue in the last three reported periods (2021-2023)?

The filings show expenses of $450,381,908 against revenues of $410,408,937 in 202306, $438,115,919 against $405,915,233 in 202206, and $440,597,498 against $416,051,094 in 202106. This consistent trend suggests the fund may be drawing down on reserves or relying on investment income not fully captured as 'revenue' in these specific line items to cover benefit payouts and operational costs.

Where is executive compensation reported if it's consistently 0% on these filings?

The 'Officer Comp=0%' notation typically means that compensation for officers is not reported on Part VII of the Form 990. This could be because officers are compensated by a related organization, are not considered employees for tax purposes, or receive non-cash benefits not categorized as direct compensation on this specific line item.

What is the primary driver of the organization's expenses?

As a welfare fund, the primary driver of expenses would almost certainly be the payment of benefits to members. While specific program expense breakdowns are not provided, the nature of the organization implies that the vast majority of its spending is directly on its mission.

Filing History

IRS 990 filing history for N Y C District Council Carpenters Welfare Fund showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), N Y C District Council Carpenters Welfare Fund's revenue has grown by 24.8%, moving from $328.8M to $410.4M. Total assets increased by 177.1% over the same period, from $296.7M to $822.4M. Total functional expenses rose by 28.7%, from $350.0M to $450.4M. In its most recent filing year (2023), N Y C District Council Carpenters Welfare Fund reported a deficit of $40.0M, with expenses exceeding revenue. The organization holds $123.4M in liabilities against $822.4M in assets (debt-to-asset ratio: 15.0%), resulting in net assets of $699.0M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $410.4M $450.4M $822.4M $123.4M View 990
2022 $405.9M $438.1M $844.7M $121.4M View 990
2021 $416.1M $440.6M $935.2M $127.6M
2020 $438.0M $399.4M $861.3M $102.0M
2019 $539.6M $451.6M $839.4M $124.9M View 990
2018 $483.2M $415.9M $785.8M $150.6M View 990
2017 $479.1M $405.5M $696.0M $135.3M View 990
2016 $482.9M $398.8M $618.8M $147.3M View 990
2015 $435.5M $360.7M $508.7M $123.6M View 990
2014 $394.6M $304.9M $420.1M $105.6M View 990
2013 $336.0M $312.3M $323.5M $111.7M View 990
2012 $330.1M $422.8M $294.8M $111.8M View 990
2011 $328.8M $350.0M $296.7M $20.6M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $410.4M, expenses of $450.4M, and assets of $822.4M (revenue +1.1% year-over-year).
  • 2022: Revenue of $405.9M, expenses of $438.1M, and assets of $844.7M (revenue -2.4% year-over-year).
  • 2021: Revenue of $416.1M, expenses of $440.6M, and assets of $935.2M (revenue -5.0% year-over-year).
  • 2020: Revenue of $438.0M, expenses of $399.4M, and assets of $861.3M (revenue -18.8% year-over-year).
  • 2019: Revenue of $539.6M, expenses of $451.6M, and assets of $839.4M (revenue +11.7% year-over-year).
  • 2018: Revenue of $483.2M, expenses of $415.9M, and assets of $785.8M (revenue +0.9% year-over-year).
  • 2017: Revenue of $479.1M, expenses of $405.5M, and assets of $696.0M (revenue -0.8% year-over-year).
  • 2016: Revenue of $482.9M, expenses of $398.8M, and assets of $618.8M (revenue +10.9% year-over-year).
  • 2015: Revenue of $435.5M, expenses of $360.7M, and assets of $508.7M (revenue +10.4% year-over-year).
  • 2014: Revenue of $394.6M, expenses of $304.9M, and assets of $420.1M (revenue +17.4% year-over-year).
  • 2013: Revenue of $336.0M, expenses of $312.3M, and assets of $323.5M (revenue +1.8% year-over-year).
  • 2012: Revenue of $330.1M, expenses of $422.8M, and assets of $294.8M (revenue +0.4% year-over-year).
  • 2011: Revenue of $328.8M, expenses of $350.0M, and assets of $296.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for N Y C District Council Carpenters 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 N Y C District Council Carpenters 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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