Nonprofit · EIN 23-7411025
PENNSYLVANIA FACULTY HEALTH AND WELFARE FUND
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,015,224 | $4,723,118 | $292,106 | $9,072,715 | $84,945 | $8,987,770 |
| June 30, 2024 | 990 | $5,074,891 | $4,716,839 | $358,052 | $8,700,352 | $182,896 | $8,517,456 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,692,649
- Investment income
- $289,442
- Other revenue
- $33,133
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,186,391
- Salaries, compensation and benefits (total)
- $529
- Professional fundraising fees
- $0
- Legal fees
- $18,532
- Accounting fees
- $20,500
Balance sheet and other
- Total assets, start of year
- $8,700,352
- Total assets, end of year
- $9,072,715
- Total liabilities, end of year
- $84,945
- Net assets, end of year
- $8,987,770
- Publicly traded securities
- $8,871,157
- Gross unrelated business income
- $289,442
- Gross receipts
- $5,015,224
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1974
- 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 |
|---|---|---|---|
| BRENDA A MUNDELL | SECRETARY / TREASURER Trustee or director, Officer | 1 | $0 |
| MARC A SYLVESTER PHD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ERIKA FRENZEL PHD | TRUSTEE Trustee or director | 1 | $0 |
| JEFFREY S LYNN PHD | TRUSTEE Trustee or director | 1 | $0 |
| TENA MAURER | TRUSTEE Trustee or director | 1 | $0 |
| SHARON MINNICH | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENDA A MUNDELL | SECRETARY / TREASURER Trustee or director, Officer | 1 | $0 |
| MARC A SYLVESTER PHD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| KARA LASKOWSKI PHD | TRUSTEE Trustee or director | 1 | $0 |
| JEFFREY S LYNN PHD | TRUSTEE Trustee or director | 1 | $0 |
| TENA MAURER | TRUSTEE Trustee or director | 1 | $0 |
| SHARON MINNICH | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 60 BOULEVARD OF THE ALLIES 5TH FLOO, PITTSBURGH, PA 15222-1209
- In care of
- % ACA INC
- Principal officer (990 for 2024)
- BRENDA A MUNDELL, 2300 VARTAN WAY SUITE 207, HARRISBURG, PA 17110
- Signed the 990
- BRENDA A MUNDELL, SECRETARY / TREASURER
- Phone
- (412) 224-4458
- Return prepared by
- MCKONLY & ASBURY LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF THE PENNSLYVANIA STATE SYSTEM OF HIGHER EDUCATION COVERED IN THE COLLECTIVE BARGAINING UNIT REPRESENTED BY THE UNION OR ANY OTHER UNION, OTHER EMPLOYEES FOR WHOM THE EMPLOYER SUBMITS CONTRIBUTIONS, EMPLOYEES OF THE UNION OR ITS LOCAL CHAPTERS, AND ANY EMPLOYEES OF THE FUND.
Program accomplishments
- THE FUND PROVIDED ELIGIBLE EMPLOYEES AND THEIR BENEFICIARIES WITH VISION AND DENTAL 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
- 23-7411025
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,072,715
- Income (IRS master file)
- $5,015,224
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,015,224 | $4,723,118 | $9,072,715 | IRS |
| 990 | June 2024 | $5,074,891 | $4,716,839 | $8,700,352 | XML |
| 990 | June 2023 | $5,094,536 | $4,924,550 | $8,246,136 | IRS |
| 990 | June 2022 | $5,364,584 | $5,079,813 | $8,086,912 | 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 23-7411025).
Questions about PENNSYLVANIA FACULTY HEALTH AND WELFARE FUND
- What is the EIN of PENNSYLVANIA FACULTY HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of PENNSYLVANIA FACULTY HEALTH AND WELFARE FUND is 23-7411025.
- Is PENNSYLVANIA FACULTY HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1987.
- Are donations to PENNSYLVANIA FACULTY HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PENNSYLVANIA FACULTY HEALTH AND 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 PENNSYLVANIA FACULTY HEALTH AND 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 PENNSYLVANIA FACULTY HEALTH AND 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 PENNSYLVANIA FACULTY HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 names BRENDA A MUNDELL.
- Who are the officers and directors of PENNSYLVANIA FACULTY HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PENNSYLVANIA FACULTY HEALTH AND WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,015,224, expenses of $4,723,118 and total assets of $9,072,715 at year end.
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