Nonprofit · EIN 23-7333434
IATSE NATIONAL HEALTH & WELFARE FUND
Tax-exempt · NEW YORK, NY 10016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $412,585,938 | $405,783,009 | $6,802,929 | $1,024,948,847 | $62,546,391 | $962,402,456 |
| December 31, 2023 | 990 | $309,452,042 | $370,439,282 | -$60,987,240 | $951,309,458 | $45,457,565 | $905,851,893 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $400,396,619
- Investment income
- $8,959,647
- Net gain from sales of assets
- $100,394
- Other revenue
- $3,229,672
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $389,311,870
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $495,490
- Accounting fees
- $117,000
- Depreciation
- $282,701
Balance sheet and other
- Total assets, start of year
- $951,309,458
- Total assets, end of year
- $1,024,948,847
- Total liabilities, end of year
- $62,546,391
- Net assets, end of year
- $962,402,456
- Land, buildings and equipment
- $5,305,155
- Publicly traded securities
- $229,496,067
- Gross receipts
- $799,804,652
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1973
- 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 |
|---|---|---|---|---|---|
| ANNE J ZEISLER | EXECUTIVE DIRECTOR Officer | 26 | $0 | $405,168 | $62,961 |
| SCOTT TRIVIGNO | DIRECTOR OF BENEFITS Highest-paid employee | 24 | $0 | $249,911 | $51,385 |
| JOEL SEGAL | DIRECTOR OF I.T. Highest-paid employee | 24 | $0 | $233,214 | $49,571 |
| MICHAEL FIFE | DIRECTOR OF CONTRIBUTIONS Highest-paid employee | 18 | $0 | $224,740 | $48,628 |
| ROSALINA ROLDAN | DIRECTOR OF FINANCE Highest-paid employee | 20 | $0 | $220,460 | $48,188 |
| MARGARET RYAN-GROPPO | DIRECTOR OF HR Highest-paid employee | 24 | $0 | $192,635 | $45,330 |
| MATTHEW D LOEB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER BROCKMEYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN J LAWLOR | TRUSTEE THRU 09/24 Trustee or director | 1 | $0 | $0 | $0 |
| JAMES B WOOD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL E DITOLLA | TRUSTEE THRU 09/24 Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA WHITE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CAROL A LOMBARDINI ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SAM C SHULMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL F MILLER JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANK LACHMUND | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| JOANNE M SANDERS | TRUSTEE THRU 09/24 Trustee or director | 1 | $0 |
| JAY BARNETT | TRUSTEE Trustee or director | 1 | $0 |
| JASON LAKS | TRUSTEE Trustee or director | 1 | $0 |
| CARLOS COTA | TRUSTEE EFF 09/24 Trustee or director | 1 | $0 |
| CARL MULERT | TRUSTEE EFF 09/24 Trustee or director | 1 | $0 |
| CHRIS O'DONNELL | TRUSTEE EFF 09/24 Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNE J ZEISLER | EXECUTIVE DIRECTOR Key employee | 26 | $0 | $429,188 | $61,983 |
| SCOTT TRIVIGNO | DIRECTOR OF BENEFITS Highest-paid employee | 24 | $0 | $251,533 | $50,826 |
| JOEL SEGAL | DIRECTOR OF I.T. Highest-paid employee | 24 | $0 | $235,147 | $49,119 |
| MICHAEL FIFE | DIRECTOR OF CONTRIBUTIONS Highest-paid employee | 18 | $0 | $226,153 | $48,233 |
| ROSALINA ROLDAN | DIRECTOR OF FINANCE Highest-paid employee | 20 | $0 | $221,847 | $47,817 |
| MARGARET RYAN-GROPPO | DIR. OF HUMAN RESOURCES Highest-paid employee | 24 | $0 | $190,385 | $45,120 |
| MATTHEW D LOEB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER BROCKMEYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN J LAWLOR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES B WOOD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL E DITOLLA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA WHITE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CAROL A LOMBARDINI ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SAM C SHULMAN - EFF 0523 | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL F MILLER JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HANK LACHMUND | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOANNE M SANDERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAY BARNETT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JASON LAKS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL LIBIN - THRU 0523 | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 417 FIFTH AVENUE 3RD FLOOR, NEW YORK, NY 10016-2240
- Signed the 990
- ANNE J ZEISLER, EXECUTIVE DIRECTOR
- Phone
- (212) 580-9092
- Website
- IATSENBF.ORG
- Return prepared by
- SCHULTHEIS & PANETTIERI LLP
Mission
TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS 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
- 23-7333434
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,024,948,847
- Income (IRS master file)
- $799,804,652
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $412,585,938 | $405,783,009 | $1,024,948,847 | XML |
| 990 | December 2023 | $309,452,042 | $370,439,282 | $951,309,458 | XML |
| 990 | December 2022 | $492,584,092 | $325,120,472 | $935,428,976 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 23-7333434).
Questions about IATSE NATIONAL HEALTH & WELFARE FUND
- What is the EIN of IATSE NATIONAL HEALTH & WELFARE FUND?
- The employer identification number (EIN) of IATSE NATIONAL HEALTH & WELFARE FUND is 23-7333434.
- Is IATSE NATIONAL HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1973.
- Are donations to IATSE NATIONAL HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IATSE NATIONAL HEALTH & 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 IATSE NATIONAL HEALTH & 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 IATSE NATIONAL HEALTH & 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 are the officers and directors of IATSE NATIONAL HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 23 people; 0 received compensation from the organization.
- How much revenue does IATSE NATIONAL HEALTH & WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $412,585,938, expenses of $405,783,009 and total assets of $1,024,948,847 at year end.
Other nonprofits in NEW YORK
- NEW YORK UNIVERSITY EIN 13-5562308 · last filed 990 for 2025
- HEALTHFIRST PHSP INC EIN 13-3783732 · last filed 990 for 2024
- THE NEW YORK AND PRESBYTERIAN HOSPITAL EIN 13-3957095 · last filed 990 for 2024
- NYU LANGONE HOSPITALS EIN 13-3971298 · last filed 990 for 2025
- MEMORIAL SLOAN-KETTERING CANCER CENTER EIN 91-2154267 · last filed 990 for 2024
- TRUSTEES OF COLUMBIA UNIVERSITY EIN 13-5598093 · last filed 990 for 2025
- HEALTHFIRST HEALTH PLAN INC EIN 11-3029569 · last filed 990 for 2024
- GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC EIN 31-1774905 · last filed 990 for 2024