Nonprofit · EIN 23-1415471
TEAMSTERS LOCAL 830 WELFARE FUND
Tax-exempt · PHILADELPHIA, PA 19154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $37,953,959 | $40,644,913 | -$2,690,954 | $44,723,175 | $295,699 | $44,427,476 |
| August 31, 2024 | 990 | $37,712,891 | $36,855,518 | $857,373 | $45,960,279 | $229,562 | $45,730,717 |
| August 31, 2023 | 990 | $35,360,417 | $34,757,073 | $603,344 | $44,242,697 | $524,605 | $43,718,092 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $36,910,495
- Investment income
- $1,043,464
- Net gain from sales of assets
- $119,370
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $39,380,927
- Compensation of officers, directors and key employees
- $285,290
- Other salaries and wages
- $202,502
- Salaries, compensation and benefits (total)
- $680,665
- Professional fundraising fees
- $0
- Legal fees
- $57,035
- Accounting fees
- $67,779
- Occupancy
- $49,562
Balance sheet and other
- Total assets, start of year
- $45,960,279
- Total assets, end of year
- $44,723,175
- Total liabilities, end of year
- $295,699
- Net assets, end of year
- $44,427,476
- Net assets without donor restrictions
- $44,427,476
- Gross receipts
- $52,435,516
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SAMUEL J KENISH | ADMINISTRATOR Key employee | 18 | $129,271 | $140,043 | $33,123 |
| DANIEL GRACE | UNION TRUSTEE Trustee or director | 5 | $0 | $152,000 | $73,155 |
| CHARLES T WHITE | UNION TRUSTEE Trustee or director | 5 | $0 | $138,500 | $67,140 |
| JOHN O'ROURKE | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $132,560 | $66,158 |
| JENNIFER SCHMELTZER | FUND EMPLOYEE Highest-paid employee | 18 | $50,436 | $54,639 | $33,123 |
| MATTHEW FUNCHION | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| NICHOLAS FUNCHION | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| DOMINIC ORIGLIO | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SAMUEL J KENISH | ADMINISTRATOR Key employee | 18 | $123,204 | $133,472 | $29,740 |
| DANIEL GRACE | UNION TRUSTEE Trustee or director | 5 | $0 | $149,300 | $68,551 |
| SUSANNE T DELUISI | UNION TRUSTEE (P) Trustee or director | 5 | $0 | $138,200 | $70,557 |
| CHARLES T WHITE | UNION TRUSTEE Trustee or director | 5 | $0 | $135,800 | $62,625 |
| JOHN O'ROURKE | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $129,860 | $61,508 |
| DOMINIC ORIGLIO | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| MATTHEW FUNCHION | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| NICHOLAS FUNCHION | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SAMUEL J KENISH | ADMINISTRATOR Key employee | 18 | $121,643 | $131,916 | $30,220 |
| DANIEL GRACE | UNION TRUSTEE Trustee or director | 5 | $0 | $143,900 | $67,309 |
| SUSANNE T DELUISI | UNION TRUSTEE Trustee or director | 5 | $0 | $132,800 | $69,441 |
| CHARLES T WHITE | UNION TRUSTEE Trustee or director | 5 | $0 | $130,400 | $61,329 |
| DOMINIC ORIGLIO | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| MATTHEW FUNCHION | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| NICHOLAS FUNCHION | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12298 TOWNSEND RD, PHILADELPHIA, PA 19154-1203
- Principal officer (990 for 2024)
- DANIEL GRACE, 12298 TOWNSEND ROAD, PHILADELPHIA, PA 19154
- Signed the 990
- DANIEL GRACE, TRUSTEE
- Phone
- (215) 969-1012
- Website
- WWW.TEAM830FUNDS.ORG
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE PARTICIPANTS WITH ACCESS TO MEDICAL DOCTORS VISITS AND MAJOR MEDICAL, HOSPITALIZATION, PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS.
Program accomplishments
- TO PROVIDE PARTICIPANTS WITH ACCESS TO MEDICAL DOCTORS VISITS AND MAJOR MEDICAL, HOSPITALIZATION, PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC 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
- 23-1415471
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $44,723,175
- Income (IRS master file)
- $52,435,516
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $37,953,959 | $40,644,913 | $44,723,175 | XML |
| 990 | August 2024 | $37,712,891 | $36,855,518 | $45,960,279 | XML |
| 990 | August 2023 | $35,360,417 | $34,757,073 | $44,242,697 | XML |
| 990 | August 2022 | $34,779,019 | $33,546,280 | $43,729,329 | 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 23-1415471).
Questions about TEAMSTERS LOCAL 830 WELFARE FUND
- What is the EIN of TEAMSTERS LOCAL 830 WELFARE FUND?
- The employer identification number (EIN) of TEAMSTERS LOCAL 830 WELFARE FUND is 23-1415471.
- Is TEAMSTERS LOCAL 830 WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to TEAMSTERS LOCAL 830 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEAMSTERS LOCAL 830 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 TEAMSTERS LOCAL 830 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 TEAMSTERS LOCAL 830 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 TEAMSTERS LOCAL 830 WELFARE FUND?
- The 990 for the year ended August 31, 2025 names DANIEL GRACE.
- Who are the officers and directors of TEAMSTERS LOCAL 830 WELFARE FUND?
- The 990 for the year ended August 31, 2025 lists 8 people; 2 received compensation from the organization, the highest $129,271 (SAMUEL J KENISH, ADMINISTRATOR).
- How much revenue does TEAMSTERS LOCAL 830 WELFARE FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $37,953,959, expenses of $40,644,913 and total assets of $44,723,175 at year end.
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