Nonprofit · EIN 52-0904354
SEIU HEALTH AND WELFARE FUND
Tax-exempt · WASHINGTON, DC 20036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $61,969,785 | $56,269,581 | $5,700,204 | $46,458,838 | $3,291,645 | $43,167,193 |
| December 31, 2023 | 990 | $53,509,130 | $58,017,874 | -$4,508,744 | $39,627,639 | $2,510,339 | $37,117,300 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $59,729,329
- Investment income
- $1,404,218
- Net gain from sales of assets
- $342,065
- Other revenue
- $836,238
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $52,564,161
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $55,822
- Accounting fees
- $31,000
- Occupancy
- $80,523
- Travel
- $36,083
Balance sheet and other
- Total assets, start of year
- $39,627,639
- Total assets, end of year
- $46,458,838
- Total liabilities, end of year
- $3,291,645
- Net assets, end of year
- $43,167,193
- Publicly traded securities
- $36,337,177
- Gross receipts
- $78,277,779
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1969
- State of legal domicile
- DC
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 |
|---|---|---|---|
| GREG NAMMACHER | UNION TRUSTEE Trustee or director | 1 | $0 |
| KENNETH MUNZ | UNION TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER B BOUVIER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| DAVID CHAPLA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| DAMON FRASER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| JOHN NEESE | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| KURT EDELMAN | UNION TRUSTEE Trustee or director | 1 | $0 |
| MEGAN SWEENEY | UNION TRUSTEE - CHAIR Trustee or director | 1 | $0 |
| VALERIE ERVIN | UNION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG NAMMACHER | UNION TRUSTEE Trustee or director | 1 | $0 |
| KENNETH MUNZ | UNION TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER B BOUVIER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| DAVID CHAPLA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| DAMON FRASER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| JOHN NEESE | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| KURT EDELMAN | UNION TRUSTEE Trustee or director | 1 | $0 |
| MEGAN SWEENEY | UNION TRUSTEE - CHAIR Trustee or director | 1 | $0 |
| VALERIE ERVIN | UNION TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1800 MASSACHUSETTS AVE NW STE 201, WASHINGTON, DC 20036-1806
- Principal officer (990 for 2024)
- MEGAN SWEENEY, 1800 MASSACHUSETTS AVENUE NW, WASHINGTON, DC 20036
- Signed the 990
- MEGAN SWEENEY, TRUSTEE
- Phone
- (202) 730-7511
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
THE SERVICE EMPLOYEES INTERNATIONAL UNION HEALTH AND WELFARE FUND IS A JOINTLY MANAGED TAFT-HARLEY, MULTI-EMPLOYER,COLLECTIVELY BARGAINED,SELF INSURED AND INSURED HEALTH AND WELFARE PLAN.
Program accomplishments
- THE PLAN PROVIDED MEDICAL, DENTAL, VISION, PRESCRIPTION, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE TO ELIGIBLE PARTICIPANTS.
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
- 52-0904354
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $46,458,838
- Income (IRS master file)
- $78,277,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $61,969,785 | $56,269,581 | $46,458,838 | XML |
| 990 | December 2023 | $53,509,130 | $58,017,874 | $39,627,639 | XML |
| 990 | December 2022 | $52,479,632 | $53,637,859 | $42,032,432 | 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 52-0904354).
Questions about SEIU HEALTH AND WELFARE FUND
- What is the EIN of SEIU HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of SEIU HEALTH AND WELFARE FUND is 52-0904354.
- Is SEIU HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
- Are donations to SEIU HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SEIU 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 SEIU HEALTH AND 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 SEIU HEALTH AND 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 is the principal officer of SEIU HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 names MEGAN SWEENEY.
- Who are the officers and directors of SEIU HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does SEIU HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $61,969,785, expenses of $56,269,581 and total assets of $46,458,838 at year end.
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