Nonprofit · EIN 23-1457997
PHILADELPHIA JOINT BOARD WELFARE FUND
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $261,138 | $165,123 | $96,015 | $3,155,696 | $17,362 | $3,138,334 |
| December 31, 2024 | 990 | $212,481 | $168,520 | $43,961 | $2,926,841 | $17,107 | $2,909,734 |
| December 31, 2023 | 990 | $148,127 | $129,863 | $18,264 | $2,655,853 | $14,531 | $2,641,322 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $46,162
- Investment income
- $214,976
- Net gain from sales of assets
- $130,992
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $63,278
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,500
- Accounting fees
- $14,550
Balance sheet and other
- Total assets, start of year
- $2,926,841
- Total assets, end of year
- $3,155,696
- Total liabilities, end of year
- $17,362
- Net assets, end of year
- $3,138,334
- Publicly traded securities
- $2,929,038
- Gross receipts
- $397,814
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1950
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNE MARIE ZAREN | UNION TRUSTEE Trustee or director | 1 | $0 | $89,053 | $22,263 |
| GINA WILSON | UNION TRUSTEE Trustee or director | 1 | $0 | $70,662 | $18,284 |
| LYNNE P FOX | UNION TRUSTEE Trustee or director | 1 | $0 | $1,000 | $8,295 |
| RICHARD MINTER | UNION TRUSTEE Trustee or director | 1 | $0 | $500 | $0 |
| ANTHONY D'ALESSANDRO | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK HILDEBRANDT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNE MARIE ZAREN | UNION TRUSTEE Trustee or director | 1 | $0 | $84,775 | $23,007 |
| GINA WILSON | UNION TRUSTEE Trustee or director | 1 | $0 | $65,050 | $18,417 |
| LYNNE P FOX | UNION TRUSTEE Trustee or director | 1 | $0 | $1,000 | $8,149 |
| RICHARD MINTER | UNION TRUSTEE Trustee or director | 1 | $0 | $500 | $634 |
| ANTHONY D'ALESSANDRO | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK HILDEBRANDT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNE MARIE ZAREN | UNION TRUSTEE Trustee or director | 1 | $0 | $74,592 | $18,913 |
| GINA WILSON | UNION TRUSTEE Trustee or director | 1 | $0 | $61,875 | $16,338 |
| LYNNE P FOX | UNION TRUSTEE Trustee or director | 1 | $0 | $600 | $8,142 |
| RICHARD MINTER | UNION TRUSTEE Trustee or director | 1 | $0 | $600 | $0 |
| ANTHONY D'ALESSANDRO | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK HILDEBRANDT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 22 SOUTH 22ND STREET, PHILADELPHIA, PA 19103-3005
- Principal officer (990 for 2025)
- ANNE MARIE ZAREN, 22 SOUTH 22ND STREET, PHILADELPHIA, PA 19103
- Signed the 990
- ANNE MARIE ZAREN, TRUSTEE
- Phone
- (215) 751-9770
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
THE PLAN PROVIDES REIMBURSEMENT FOR VISION AND DENTAL SERVICES, AND SCHOLARSHIPS FOR HIGHER EDUCATION TO FORMER REUBEN BLOCK HEALTH FUND MEMBERS. THE PLAN ALSO PROVIDES CERTAIN LEGAL SERVICES TO ELIGIBLE MEMBERS OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED.
Program accomplishments
- LEGAL SERVICES
- VISION AND DENTAL REIMBURSEMENTS
- COLLEGE SCHOLARSHIPS
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 | 990 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
- 23-1457997
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,155,696
- Income (IRS master file)
- $397,814
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $261,138 | $165,123 | $3,155,696 | XML |
| 990 | December 2024 | $212,481 | $168,520 | $2,926,841 | XML |
| 990 | December 2023 | $148,127 | $129,863 | $2,655,853 | XML |
| 990 | December 2022 | $21,806 | $146,494 | $2,257,055 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 23-1457997).
Questions about PHILADELPHIA JOINT BOARD WELFARE FUND
- What is the EIN of PHILADELPHIA JOINT BOARD WELFARE FUND?
- The employer identification number (EIN) of PHILADELPHIA JOINT BOARD WELFARE FUND is 23-1457997.
- Is PHILADELPHIA JOINT BOARD WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1985.
- Are donations to PHILADELPHIA JOINT BOARD WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PHILADELPHIA JOINT BOARD 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 PHILADELPHIA JOINT BOARD WELFARE FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILADELPHIA JOINT BOARD WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PHILADELPHIA JOINT BOARD WELFARE FUND?
- The 990 for the year ended December 31, 2025 names ANNE MARIE ZAREN.
- Who are the officers and directors of PHILADELPHIA JOINT BOARD WELFARE FUND?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PHILADELPHIA JOINT BOARD WELFARE FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $261,138, expenses of $165,123 and total assets of $3,155,696 at year end.
Other nonprofits in PHILADELPHIA
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA EIN 23-1352685 · last filed 990 for 2025
- THE CHILDRENS HOSPITAL OF PHILADELPHIA EIN 23-1352166 · last filed 990 for 2025
- THOMAS JEFFERSON UNIVERSITY HOSPITAL EIN 23-2829095 · last filed 990 for 2025
- TEMPLE UNIVERSITY HOSPITAL INC EIN 23-2825878 · last filed 990 for 2025
- HEALTH PARTNERS PLANS INC EIN 23-2379751 · last filed 990 for 2024
- TEMPLE UNIVERSITY-OF THE COMMONWEALTH SYSTEM OF HIGHER EDUC EIN 23-1365971 · last filed 990 for 2025
- THOMAS JEFFERSON UNIVERSITY EIN 23-1352651 · last filed 990 for 2025
- DREXEL UNIVERSITY EIN 23-1352630 · last filed 990 for 2025