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Nonprofit · EIN 23-7360639

AFSCME HEALTH AND WELFARE FUND

Tax-exempt · HARRISBURG, PA 17111

Financials

$6.5M$6.5M2023$7.1M$6.3M2024
Revenue Expenses · by fiscal year end
Financials of AFSCME HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$7,143,319$6,272,260$871,059$22,540,879$120,060$22,420,819
December 31, 2023990$6,537,412$6,521,340$16,072$21,642,745$103,010$21,539,735
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,897,626
Investment income
$1,245,693
Net gain from sales of assets
$467,656
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,539,805
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$13,338
Accounting fees
$36,052
Occupancy
$26,593
Depreciation
$2,365

Balance sheet and other

Total assets, start of year
$21,642,745
Total assets, end of year
$22,540,879
Total liabilities, end of year
$120,060
Net assets, end of year
$22,420,819
Land, buildings and equipment
$13,244
Publicly traded securities
$21,181,967
Gross receipts
$19,845,274
Employees
0
Volunteers
0
Year formed
1974
State of legal domicile
PA

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MIKE SUKALTRUSTEE, CHAIRMAN
Trustee or director
1$0
JOHN GALUSKATRUSTEE
Trustee or director
1$0
SHANE CLARKTRUSTEE
Trustee or director
1$0
TARA WILSONTRUSTEE
Trustee or director
1$0
LAUREN SMITHTRUSTEE
Trustee or director
1$0
MARY LOU KABOLYTRUSTEE
Trustee or director
1$0
AMANDA CYPHERTRUSTEE
Trustee or director
1$0
SAMANTHA RAYNERADMINISTRATOR
Officer
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
DAVID HENDERSONTRUSTEE, CHAIRMAN
Trustee or director
1$0
JOHN GALUSKATRUSTEE
Trustee or director
1$0
SHANE CLARKTRUSTEE
Trustee or director
1$0
TARA WILSONTRUSTEE
Trustee or director
1$0
LAUREN SMITHTRUSTEE
Trustee or director
1$0
MARY LOU KABOLYTRUSTEE
Trustee or director
1$0
AMANDA CYPHERTRUSTEE
Trustee or director
1$0
SAMANTHA RAYNERADMINISTRATOR
Officer
1$0

Address and contacts

Address (IRS master file)
150 SOUTH 43RD STREET, HARRISBURG, PA 17111-5708
Principal officer (990 for 2024)
LISA HAZARD, 150 SOUTH 43RD STREET, HARRISBURG, PA 171115708
Signed the 990
LISA HAZARD, PLAN ADMINISTRATOR
Phone
(717) 564-9338
Return prepared by
WEAVER AND TIDWELL LLP

Mission

AFSCME HEALTH AND WELFARE FUND WAS FORMED IN 1974, UNDER AN AGREEMENT AND DECLARATION OF TRUST DATED JANUARY 24, 1975 BETWEEN THE AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES, AFL-CIO COUNCIL 13 (UNION), ITS AFFILIATED DISTRICT COUNCILS AND SUBORDINATE LOCAL UNIONS AND THE TRUSTEES. THIS AGREEMENT, WHICH WAS ENTERED INTO IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND VARIOUS EMPLOYERS, PROVIDES FOR CONTRIBUTIONS BY THE EMPLOYERS TO A TRUST TO PROVIDE HEALTH AND WELFARE COVERAGE FOR THEIR EMPLOYEES.

990 for the year ended December 31, 2024

Program accomplishments

  • PAY DENTAL CLAIMS FOR APPROXIMATELY 4,085 PARTICIPANTS AND THEIR DEPENDENTS UNDER THE PLAN'S DENTAL PROGRAM.
  • PAY PRESCRIPTION DRUG CLAIMS FOR APPROXIMATELY 2,638 PARTICIPANTS AND THEIR DEPENDENTS UNDER THE PLAN'S PRESCRIPTION DRUG PROGRAM.
  • PAY VISION PREMIUMS FOR APPROXIMATELY 9,159 PARTICIPANTS AND THEIR DEPENDENTS UNDER THE PLAN'S VISION INSURANCE PROGRAM.
  • PAY GROUP DISABILITY PREMIUMS FOR APPROXIMATELY 744 PARTICIPANTS UNDER THE PLAN'S DISABILITY INSURANCE PROGRAM

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7360639
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1974
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$22,540,879
Income (IRS master file)
$19,845,274

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$7,143,319$6,272,260$22,540,879IRS
990December 2023$6,537,412$6,521,340$21,642,745XML
990December 2022$6,464,968$7,123,451$20,341,063IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––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 23-7360639).

Questions about AFSCME HEALTH AND WELFARE FUND

What is the EIN of AFSCME HEALTH AND WELFARE FUND?
The employer identification number (EIN) of AFSCME HEALTH AND WELFARE FUND is 23-7360639.
Is AFSCME HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
Are donations to AFSCME HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AFSCME 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 AFSCME HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AFSCME HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of AFSCME HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 names LISA HAZARD.
Who are the officers and directors of AFSCME HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does AFSCME HEALTH AND WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $7,143,319, expenses of $6,272,260 and total assets of $22,540,879 at year end.

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