Nonprofit · EIN 04-2511984
BOSTON TEACHERS UNION HEALTH AND WELFARE FUND
Tax-exempt · BOSTON, MA 02125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $13,759,103 | $9,822,870 | $3,936,233 | $35,359,291 | $176,121 | $35,183,170 |
| August 31, 2024 | 990 | $13,295,854 | $11,512,570 | $1,783,284 | $30,997,128 | $184,072 | $30,813,056 |
| August 31, 2023 | 990 | $11,813,605 | $10,885,151 | $928,454 | $27,833,830 | $193,162 | $27,640,668 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $12,732,624
- Investment income
- $1,026,479
- Net gain from sales of assets
- $82,886
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,689,162
- Compensation of officers, directors and key employees
- $141,021
- Other salaries and wages
- $231,727
- Salaries, compensation and benefits (total)
- $591,652
- Professional fundraising fees
- $0
- Legal fees
- $17,523
- Accounting fees
- $77,955
- Occupancy
- $84,220
- Depreciation
- $13,130
Balance sheet and other
- Total assets, start of year
- $30,997,128
- Total assets, end of year
- $35,359,291
- Total liabilities, end of year
- $176,121
- Net assets, end of year
- $35,183,170
- Land, buildings and equipment
- $101,568
- Publicly traded securities
- $25,709,044
- Gross receipts
- $16,581,031
- Employees
- 23
- Volunteers
- 0
- Year formed
- 1968
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ERIK BERG | CHAIRMAN Trustee or director | 5 | $0 | $193,531 |
| LEA SERENA | TRUSTEE Trustee or director | 5 | $0 | $173,989 |
| EUGENE MCGLYNN | FUND ADMINISTRATOR Trustee or director | 5 | $171,309 | $0 |
| GARY CAMPBELL | EYE CARE CENTER DIRECTOR Trustee or director | 5 | $168,169 | $0 |
| DEBORAH A ARRUDA | ASSISTANT FUND ADMINISTRATOR Highest-paid employee | 5 | $113,868 | $0 |
| SYLVAINE LESTRADE | TRUSTEE Trustee or director | 5 | $0 | $4,700 |
| JAMES A PHILIP | TRUSTEE Trustee or director | 5 | $0 | $1,000 |
| ELIZABETH DRINAN | SECRETARY Trustee or director | 5 | $0 | $0 |
990 for the year ended August 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ERIK BERG | CHAIRMAN Trustee or director | 5 | $0 | $185,286 |
| EUGENE MCGLYNN | FUND ADMINISTRATOR Trustee or director | 5 | $174,701 | $0 |
| GARY CAMPBELL | EYE CARE CENTER DIRECTOR Trustee or director | 5 | $167,990 | $0 |
| LEA SERENA | TRUSTEE Trustee or director | 5 | $0 | $166,720 |
| SYLVAINE LESTRADE | TRUSTEE Trustee or director | 5 | $0 | $4,700 |
| JAMES A PHILIP | TRUSTEE Trustee or director | 5 | $0 | $1,000 |
| ELIZABETH DRINAN | SECRETARY Trustee or director | 5 | $0 | $0 |
990 for the year ended August 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIK BERG | CHAIRMAN Trustee or director | 5 | $181,847 |
| EUGENE MCGLYNN | FUND ADMINISTRATOR Officer | 40 | $160,344 |
| GARY CAMPBELL | EYE CARE CENTER DIRECTOR Highest-paid employee | 40 | $157,814 |
| SHERYL PEDONE | TRUSTEE Trustee or director | 5 | $3,001 |
| JAMES A PHILIP | TRUSTEE Trustee or director | 5 | $1,000 |
| ELIZABETH DRINAN | SECRETARY Trustee or director | 5 | $0 |
| PATRICK ALEXIS | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 180 MOUNT VERNON ST, BOSTON, MA 02125-4869
- Principal officer (990 for 2024)
- EUGENE MCGLYNN, 180 MOUNT VERNON ST, BOSTON, MA 02125
- Signed the 990
- EUGENE MCGLYNN, FUND ADMINISTRATOR
- Phone
- (617) 288-0500
- Website
- BTUHWF.ORG
- Return prepared by
- JOSEPH B COHAN & ASSOCIATES PC
Mission
PROVIDE HEALTH AND WELFARE BENEFITS
Program accomplishments
- PROVIDE HEALTH AND WELFARE BENEFITS
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 04-2511984
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1973
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $35,359,291
- Income (IRS master file)
- $16,581,031
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $13,759,103 | $9,822,870 | $35,359,291 | XML |
| 990 | August 2024 | $13,295,854 | $11,512,570 | $30,997,128 | XML |
| 990 | August 2023 | $11,813,605 | $10,885,151 | $27,833,830 | XML |
| 990 | August 2022 | $11,163,165 | $10,386,660 | $26,472,740 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2511984).
Questions about BOSTON TEACHERS UNION HEALTH AND WELFARE FUND
- What is the EIN of BOSTON TEACHERS UNION HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of BOSTON TEACHERS UNION HEALTH AND WELFARE FUND is 04-2511984.
- Is BOSTON TEACHERS UNION HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1973.
- Are donations to BOSTON TEACHERS UNION HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BOSTON TEACHERS UNION HEALTH AND WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BOSTON TEACHERS UNION HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOSTON TEACHERS UNION HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of BOSTON TEACHERS UNION HEALTH AND WELFARE FUND?
- The 990 for the year ended August 31, 2025 names EUGENE MCGLYNN.
- Who are the officers and directors of BOSTON TEACHERS UNION HEALTH AND WELFARE FUND?
- The 990 for the year ended August 31, 2025 lists 8 people; 3 received compensation from the organization.
- How much revenue does BOSTON TEACHERS UNION HEALTH AND WELFARE FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $13,759,103, expenses of $9,822,870 and total assets of $35,359,291 at year end.
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