Skip to content
ProPublica Donate
ProPublica Donate

Local 803 Health And Welfare Fund

  • New York, NY
  • Tax-exempt since May 1974
  • EIN: 13-6604595

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$160k (2023)

Expenses
$227k (2023)

Total Assets
$1.48M (2023)

Total Liabilities
$19.8k (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$159,927
Expenses
$226,842
Net Income
-$66,915
Net Assets
$1,463,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $38,259
23.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $121,668
76.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $90,617
39.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,483,188
Total Liabilities $19,842
Net Assets $1,463,346
Compensation
Key Employees and Officers Compensation Related Other
Anita Simonelli (Fund Manager) $89,308 $0 $0
Demos Demopoulos (Trustee) $0 $0 $0
Sharika Gordon (Trustee) $0 $0 $0
Wimal Ariyawansa (Trustee) $0 $0 $0
Michael Spinelli (Trustee) $0 $0 $0
Ralph Blasi (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$150,299
Expenses
$228,624
Net Income
-$78,325
Net Assets
$1,517,230
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,850
3.9%
Investment Income $29,919
19.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $114,530
76.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $83,405
36.5%
Professional Fundraising Fees $0
Other Salaries and Wages $5,903
2.6%
Assets/Debt
Total Assets $1,534,753
Total Liabilities $17,523
Net Assets $1,517,230
Compensation
Key Employees and Officers Compensation Related Other
Anita Simonelli (Fund Manager) $84,029 $0 $0
Demos Demopoulos (Trustee) $0 $0 $0
Sharika Gordon (Trustee) $0 $0 $0
Wimal Ariyawansa (Trustee) $0 $0 $0
Michael Spinelli (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 2, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2)

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$182,350
Expenses
$259,764
Net Income
-$77,414
Net Assets
$1,871,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,756
19.6%
Investment Income $36,623
20.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $109,971
60.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $83,405
32.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,889,791
Total Liabilities $18,133
Net Assets $1,871,658
Compensation
Key Employees and Officers Compensation Related Other
Anita Simonelli (Fund Manager) $79,923 $0 $0
Demos Demopoulos (Trustee) $0 $0 $0
Sharika Gordon (Trustee) $0 $0 $0
Wimal Ariyawansa (Trustee) $0 $0 $0
Michael Spinelli (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$792,279
Expenses
$621,757
Net Income
$170,522
Net Assets
$1,881,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $643,138
81.2%
Investment Income $25,289
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,302
6.0%
Net Inventory Sales $0
Other Revenue $76,550
9.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $78,190
12.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,899,694
Total Liabilities $18,000
Net Assets $1,881,694
Compensation
Key Employees and Officers Compensation Related Other
Anita Simonelli (Fund Manager) $75,645 $0 $300
Demos Demopoulos (Trustee) $0 $0 $0
Sharika Gordon (Trustee) $0 $0 $0
Wimal Ariyawansa (Trustee) $0 $0 $0
Michael Spinelli (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 16, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$707,907
Expenses
$698,483
Net Income
$9,424
Net Assets
$1,714,574
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $572,792
80.9%
Investment Income $30,656
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,656
4.2%
Net Inventory Sales $0
Other Revenue $74,803
10.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $84,241
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,890
0.3%
Assets/Debt
Total Assets $1,732,244
Total Liabilities $17,670
Net Assets $1,714,574
Compensation
Key Employees and Officers Compensation Related Other
Cynthia Socci (Fund Manager Past) $79,672 $0 $2,021
Anita Rice (Fund Manager) $20,190 $0 $300
Carlos Ramirez (Trustee Past) $0 $0 $0
Sharika Gordon (Trustee) $0 $0 $0
Wimal Ariyawansa (Trustee) $0 $0 $0
Demos Demopoulos (Trustee) $0 $0 $0
Michael Spinelli (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 4, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$694,230
Expenses
$837,911
Net Income
-$143,681
Net Assets
$1,641,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $525,523
75.7%
Investment Income $25,681
3.7%
Bond Proceeds $8,510
1.2%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,511
Net Inventory Sales $0
Other Revenue $137,027
19.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $119,765
14.3%
Professional Fundraising Fees $0
Other Salaries and Wages $32,760
3.9%
Assets/Debt
Total Assets $1,670,406
Total Liabilities $28,746
Net Assets $1,641,660
Compensation
Key Employees and Officers Compensation Related Other
Cynthia Socci (Fund Manager Past) $90,064 $0 $22,490
Anita Rice (Fund Manager) $7,211 $0 $0
Carlos Ramirez (Trustee) $0 $0 $0
Sharika Gordon (Trustee) $0 $0 $0
Wimal Ariyawansa (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$716,745
Expenses
$1,312,224
Net Income
-$595,479
Net Assets
$1,773,718
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $491,572
68.6%
Investment Income $41,499
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $149,665
20.9%
Net Inventory Sales $0
Other Revenue $34,009
4.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $30,839
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,796,964
Total Liabilities $23,246
Net Assets $1,773,718
Compensation
Key Employees and Officers Compensation Related Other
Cynthia Socci (Fund Manager) $18,933 $71,131 $26,091
Billie Lee Whelan (Trustee Past) $11,905 $20,855 $23,693
Joseph Libertelli (Trustee Past) $0 $0 $0
Sharika Gordon (Trustee) $0 $0 $0
Carlos Ramirez (Trustee) $0 $0 $0
John Madonia (Trustee Past) $0 $0 $0
Wimal Ariyawansa (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 12, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$532,038
Expenses
$884,090
Net Income
-$352,052
Net Assets
$2,341,162
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $478,021
89.8%
Investment Income $53,058
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $959
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $45,445
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,364,549
Total Liabilities $23,387
Net Assets $2,341,162
Compensation
Key Employees and Officers Compensation Related Other
Cynthia Socci (Fund Manager) $33,324 $56,740 $28,116
Billie Lee Whelan (Trustee) $12,121 $20,639 $28,116
Joseph Libertelli (Trustee) $0 $0 $0
Sharika Gordon (Trustee) $0 $0 $0
John Madonia (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 7, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$349,375
Expenses
$776,381
Net Income
-$427,006
Net Assets
$2,718,693
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $405,852
> 100%
Investment Income $58,976
16.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$115,453
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $83,181
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $346
0.0%
Assets/Debt
Total Assets $2,839,207
Total Liabilities $120,514
Net Assets $2,718,693
Compensation
Key Employees and Officers Compensation Related Other
Cynthia Socci (Fund Manager) $29,597 $60,196 $36,819
Billie Lee Whelan (Trustee) $13,260 $19,060 $36,819
Joseph Libertelli (Trustee) $0 $0 $0
Sharika Gordon (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 26, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$587,905
Expenses
$561,761
Net Income
$26,144
Net Assets
$3,095,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $450,807
76.7%
Investment Income $58,829
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $78,269
13.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,107
7.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,204,917
Total Liabilities $109,465
Net Assets $3,095,452

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$540,838
Expenses
$583,509
Net Income
-$42,671
Net Assets
$2,955,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $418,765
77.4%
Investment Income $65,604
12.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $56,469
10.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $63,390
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $14,218
2.4%
Assets/Debt
Total Assets $3,076,476
Total Liabilities $120,956
Net Assets $2,955,520

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$470,643
Expenses
$540,898
Net Income
-$70,255
Net Assets
$2,752,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $381,973
81.2%
Investment Income $49,543
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $39,127
8.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $121,272
22.4%
Assets/Debt
Total Assets $2,948,184
Total Liabilities $196,027
Net Assets $2,752,157

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$437,395
Expenses
$579,213
Net Income
-$141,818
Net Assets
$2,686,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $349,832
80.0%
Investment Income $45,962
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $41,494
9.5%
Net Inventory Sales $0
Other Revenue $107
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $119,123
20.6%
Assets/Debt
Total Assets $2,874,468
Total Liabilities $188,310
Net Assets $2,686,158

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$460,872
Expenses
$462,900
Net Income
-$2,028
Net Assets
$2,894,331
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $372,817
80.9%
Investment Income $57,319
12.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $30,721
6.7%
Net Inventory Sales $0
Other Revenue $15
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $116,484
25.2%
Assets/Debt
Total Assets $2,972,987
Total Liabilities $78,656
Net Assets $2,894,331

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated