Public Charity

CSA Retiree Welfare Fund

Based in New York, NY, CSA Retiree Welfare Fund operates as a Public Charity. The organization reported $12.7M in revenue, $12.8M in expenses, $49.2M in total assets for fiscal year 2025.

EIN: 112692902 New York, NY Latest filing: 2025
Total Revenue$12.7M
Total Expenses$12.8M
Total Assets$49.2M
Grant Records0
Filing Years2021–2025

Mission

To provide medical and health benefits to members.

Where $100 goes at CSA Retiree Welfare Fund

How CSA Retiree Welfare Fund divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$87 Programs the work itself
$13 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $87 for programs

$87
To provide medical and health benefits to members
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Counsel Bruce Bryant
Exec. V.P. Dale Kelly
Trustee Gayle Lockett
Asst. Admin/Director of Fin Glenda Harry
Chairperson Henry Rubio
Trustee Janice Imundi

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $12.7M $12.8M $49.2M
2024 $12.5M $13.2M $47.5M
2023 $12.1M $13.1M $41.8M
2022 $13.5M $13.2M $41.3M
2021 $14.2M $12.9M $50.4M

Between 2021 and 2025, reported annual revenue declined from $14.2M to $12.7M (-11%), with total assets most recently reported at $49.2M.

Interactive year-over-year charts and full filing details available with membership.

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