Nonprofit · EIN 23-7097998
ASBETOS WORKERS PHILADELPHIA WELFARE FUND
Tax-exempt · PHILADELPHIA, PA 19116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,760,148 | $18,193,608 | -$1,433,460 | $33,138,892 | $669,415 | $32,469,477 |
| June 30, 2024 | 990 | $16,945,973 | $15,659,498 | $1,286,475 | $32,910,133 | $794,039 | $32,116,094 |
| June 30, 2023 | 990 | $15,790,635 | $16,800,668 | -$1,010,033 | $29,610,005 | $681,614 | $28,928,391 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,690,268
- Investment income
- $1,069,880
- Net gain from sales of assets
- -$64,427
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $17,174,406
- Compensation of officers, directors and key employees
- $32,047
- Other salaries and wages
- $176,387
- Salaries, compensation and benefits (total)
- $414,680
- Professional fundraising fees
- $0
- Legal fees
- $59,619
- Accounting fees
- $89,798
- Occupancy
- $42,497
- Travel
- $1,332
Balance sheet and other
- Total assets, start of year
- $32,910,133
- Total assets, end of year
- $33,138,892
- Total liabilities, end of year
- $669,415
- Net assets, end of year
- $32,469,477
- Publicly traded securities
- $25,413,888
- Gross receipts
- $35,730,556
- Employees
- 7
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT CELLUCCI | LABOR TRUSTEE/CO-CHAIRMAN Trustee or director | 1 | $0 | $184,830 | $146,203 |
| STEPHEN ROBERTS JR | LABOR TRUSTEE Trustee or director | 1 | $0 | $172,565 | $143,390 |
| SEAN BOWMAN | LABOR TRUSTEE Trustee or director | 1 | $0 | $172,565 | $135,014 |
| MICHAEL BURNS | FUND ADMINISTRATOR Officer | 16 | $19,721 | $151,308 | $109,758 |
| ARTHUR SWEENEY | MANAGEMENT TRUSTEE/CO-CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| JERRY LICHTERMAN | MANAGEMENT TRUSTEE/CO-CHAIRMAN (P) Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL FORMICA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES GULLER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN PETTIT | LABOR TRUSTEE (P) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN PETTIT | LABOR TRUSTEE Trustee or director | 1 | $0 | $184,731 | $137,387 |
| ROBERT CELLUCCI | LABOR TRUSTEE CO-CHAIRMAN Trustee or director | 1 | $0 | $172,280 | $134,641 |
| STEPHEN ROBERTS JR | LABOR TRUSTEE Trustee or director | 1 | $0 | $172,280 | $134,641 |
| MICHAEL BURNS | FUND ADMINISTRATOR Officer | 16 | $18,976 | $146,448 | $101,048 |
| JERRY LICHTERMAN | MANAGEMENT TRUSTEE CO-CHAI Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL FORMICA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR SWEENEY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN PETTIT | LABOR TRUSTEE CO-CHAIRMAN Trustee or director | 1 | $0 | $176,922 | $130,877 |
| ROBERT CELLUCCI | LABOR TRUSTEE Trustee or director | 1 | $0 | $163,792 | $128,035 |
| STEPHEN ROBERTS JR | LABOR TRUSTEE Trustee or director | 1 | $0 | $163,792 | $128,035 |
| MICHAEL BURNS | FUND ADMINISTRATOR Officer | 16 | $17,985 | $150,297 | $94,048 |
| JERRY MCCAFFREY | MANAGEMENT TRUSTEE CO-CHAI Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL FORMICA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR SWEENEY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2014 HORNIG RD, PHILADELPHIA, PA 19116-4202
- Principal officer (990 for 2024)
- ROBERT J CELLUCCI, 2014 HORNIG ROAD, PHILADELPHIA, PA 19116
- Signed the 990
- ROBERT J CELLUCCI, TRUSTEE
- Phone
- (215) 289-4303
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
THE PLAN PROVIDES THE FOLLOWING BENEFITS FOR ELIGIBLE ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTS: DEATH BENEFITS, OUT-PATIENT DIAGNOSTIC, ACCIDENTAL DEATH AND DISMEMBERMENT, X-RAY AND LABORATORY, MATERNITY, HOSPITAL, MAJOR MEDICAL, SURGICAL, DENTAL CARE, VISION CARE, EXTENDED BENEFITS AFTER TERMINATION OF ELIGIBILITY, PRESCRIPTION DRUGS, VACATION BENEFITS AND ALCOHOL AND DRUG ABUSE TREATMENT.THE DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS ARE BEING PAID THROUGH AN INSURANCE ARRANGEMENT WITH UNION LABOR LIFE INSURANCE COMPANY. SELF-INSURED BENEFITS PAID DIRECTLY TO PARTICIPANTS CONSIST PRIMARILY OF PRESCRIPTION DRUG, VISION, DENTAL, MAJOR MEDICAL, MEDICARE, AND SICKNESS AND ACCIDENT BENEFITS; EXTENDED BENEFITS AFTER TERMINATION OF ELIGIBILITY; AND ALCOHOL AND DRUG ABUSE TREATMENT.
Program accomplishments
- TO PROVIDE MEDICAL, HOSPITAL, DENTAL, VISION, PRESCRIPTION, WEEKLY DISABILITY INCOME, AND DEATH 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7097998
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1960
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $33,138,892
- Income (IRS master file)
- $35,730,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,760,148 | $18,193,608 | $33,138,892 | XML |
| 990 | June 2024 | $16,945,973 | $15,659,498 | $32,910,133 | XML |
| 990 | June 2023 | $15,790,635 | $16,800,668 | $29,610,005 | XML |
| 990 | June 2022 | $13,932,405 | $14,447,163 | $28,943,140 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 23-7097998).
Questions about ASBETOS WORKERS PHILADELPHIA WELFARE FUND
- What is the EIN of ASBETOS WORKERS PHILADELPHIA WELFARE FUND?
- The employer identification number (EIN) of ASBETOS WORKERS PHILADELPHIA WELFARE FUND is 23-7097998.
- Is ASBETOS WORKERS PHILADELPHIA WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
- Are donations to ASBETOS WORKERS PHILADELPHIA WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASBETOS WORKERS PHILADELPHIA 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 ASBETOS WORKERS PHILADELPHIA WELFARE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASBETOS WORKERS PHILADELPHIA WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ASBETOS WORKERS PHILADELPHIA WELFARE FUND?
- The 990 for the year ended June 30, 2025 names ROBERT J CELLUCCI.
- Who are the officers and directors of ASBETOS WORKERS PHILADELPHIA WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization.
- How much revenue does ASBETOS WORKERS PHILADELPHIA WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,760,148, expenses of $18,193,608 and total assets of $33,138,892 at year end.
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