Nonprofit · EIN 27-4411485
AMALGAMATED NATIONAL HEALTH FUND
Also known as MICHAEL HIRSCH
Tax-exempt · WHITE PLAINS, NY 10604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $204,100,545 | $207,750,922 | -$3,650,377 | $79,607,568 | $42,102,663 | $37,504,905 |
| December 31, 2023 | 990 | $189,079,062 | $191,859,392 | -$2,780,330 | $82,148,604 | $34,915,471 | $47,233,133 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $193,657,473
- Investment income
- $10,001,513
- Net gain from sales of assets
- $8,400,252
- Other revenue
- $441,559
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $175,948,865
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,175,973
- Accounting fees
- $70,000
- Occupancy
- $55,040
- Travel
- $7,317
Balance sheet and other
- Total assets, start of year
- $82,148,604
- Total assets, end of year
- $79,607,568
- Total liabilities, end of year
- $42,102,663
- Net assets, end of year
- $37,504,905
- Publicly traded securities
- $13,497,326
- Gross receipts
- $221,695,077
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1945
- State of legal domicile
- NY
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LYNNE FOX | TRUSTEE Trustee or director | 1 | $0 | $235,199 | $44,857 |
| DAVID MELMAN | TRUSTEE Trustee or director | 1 | $0 | $197,963 | $57,692 |
| WARREN PEPICELLI | TRUSTEE Trustee or director | 1 | $0 | $161,698 | $64,569 |
| KATHY HANSHEW | TRUSTEE Trustee or director | 1 | $0 | $154,349 | $36,007 |
| JULIE KELLY | TRUSTEE Trustee or director | 1 | $0 | $148,020 | $21,794 |
| CHRIS BAUMANN | TRUSTEE Trustee or director | 1 | $0 | $123,758 | $0 |
| MARIA RIVERA | TRUSTEE Trustee or director | 1 | $0 | $106,745 | $0 |
| EDGAR ROMNEY | TRUSTEE Trustee or director | 1 | $0 | $71,432 | $27,105 |
| JEAN HERVEY | TRUSTEE Trustee or director | 1 | $0 | $37,452 | $26,127 |
| PATRICK JONES SR | TRUSTEE (P) Trustee or director | 1 | $0 | $46,440 | $0 |
| RICHARD ELLIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN FOWLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT KOVACS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HOMI B PATEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD RUMELT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN E THOMAS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LYNNE FOX | TRUSTEE Trustee or director | 1 | $0 | $223,864 | $42,068 |
| WARREN PEPICELLI | TRUSTEE Trustee or director | 1 | $0 | $159,226 | $63,139 |
| KATHY HANSHEW | TRUSTEE Trustee or director | 1 | $0 | $156,859 | $49,463 |
| DAVID MELMAN | TRUSTEE Trustee or director | 1 | $0 | $154,808 | $48,842 |
| JULIE KELLY | TRUSTEE Trustee or director | 1 | $0 | $143,430 | $20,808 |
| PATRICK JONES SR | TRUSTEE Trustee or director | 1 | $0 | $100,620 | $39,136 |
| CHRIS BAUMANN | TRUSTEE Trustee or director | 1 | $0 | $122,035 | $0 |
| MARIA RIVERA | TRUSTEE Trustee or director | 1 | $0 | $101,661 | $0 |
| EDGAR ROMNEY | TRUSTEE Trustee or director | 1 | $0 | $64,024 | $34,445 |
| RICHARD ELLIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN FOWLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEAN HERVEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT KOVACS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HOMI B PATEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD RUMELT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN E THOMAS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 WESTCHESTER AVE, WHITE PLAINS, NY 10604-2910
- In care of
- % AMALGAMATED NATIONAL HEALTH FUND
- Principal officer (990 for 2024)
- LYNNE FOX, 22 SOUTH 22ND STREET, PHILADELPHIA, PA 19103
- Signed the 990
- LYNNE FOX, TRUSTEE
- Phone
- (917) 367-5000
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- HEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS AND THEIR DEPENDENTS.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-4411485
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1945
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $79,607,568
- Income (IRS master file)
- $221,695,077
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $204,100,545 | $207,750,922 | $79,607,568 | XML |
| 990 | December 2023 | $189,079,062 | $191,859,392 | $82,148,604 | XML |
| 990 | December 2022 | $177,000,760 | $178,109,896 | $79,814,281 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 27-4411485).
Questions about AMALGAMATED NATIONAL HEALTH FUND
- What is the EIN of AMALGAMATED NATIONAL HEALTH FUND?
- The employer identification number (EIN) of AMALGAMATED NATIONAL HEALTH FUND is 27-4411485.
- Is AMALGAMATED NATIONAL HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1945.
- Which annual return does AMALGAMATED NATIONAL HEALTH 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 AMALGAMATED NATIONAL HEALTH 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 AMALGAMATED NATIONAL HEALTH 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 AMALGAMATED NATIONAL HEALTH FUND?
- The 990 for the year ended December 31, 2024 names LYNNE FOX.
- Who are the officers and directors of AMALGAMATED NATIONAL HEALTH FUND?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does AMALGAMATED NATIONAL HEALTH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $204,100,545, expenses of $207,750,922 and total assets of $79,607,568 at year end.
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