PHILADELPHIA JOINT BOARD WELFARE FUND

EIN: 231457997

PHILADELPHIA, PA

Total Revenue
$261,138
Total Expenses
$165,123
Total Assets
$3,155,696
Net Assets
$3,138,334
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1950
Legal Domicile
PA
Principal Officer
ANNE MARIE ZAREN
Phone
2157519770
Tax Period
2025-01-01 to 2025-12-31

PHILADELPHIA JOINT BOARD WELFARE FUND, founded in 1950, is a small nonprofit that reported $261K in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 37% operating margin.

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 Service Accomplishments

Program 1

LEGAL SERVICES

Program 2

VISION AND DENTAL REIMBURSEMENTS

Program 3

COLLEGE SCHOLARSHIPS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $46,162
Investment Income $214,976
Other Revenue $0
TOTAL REVENUE $261,138

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $101,845
TOTAL EXPENSES $165,123

Year-over-Year Comparison

2025 2024 Change
Revenue $261,138 $212,481 +0.2%
Expenses $165,123 $168,520 0.0%
Net Income $96,015 $43,961 +1.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
2
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
6
$210,057
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNE MARIE ZAREN UNION TRUSTEE 1.00
Director
$0 $22,263 $111,316
GINA WILSON UNION TRUSTEE 1.00
Director
$0 $18,284 $88,946
LYNNE P FOX UNION TRUSTEE 1.00
Director
$0 $8,295 $9,295
RICHARD MINTER UNION TRUSTEE 1.00
Director
$0 $0 $500
ANTHONY D'ALESSANDRO EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
MARK HILDEBRANDT EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $261,138 $165,123 $3,155,696 $96,015
2024 $212,481 $168,520 $2,926,841 $43,961
2023 $148,127 $129,863 $2,655,853 $18,264
2022 $21,806 $146,494 $2,257,055 $-124,688
2021 $138,530 $123,651 $2,985,383 $14,879
2020 $-152,523 $109,248 $2,638,740 $-261,771
2019 $145,926 $132,977 $2,448,925 $12,949
2018 $113,575 $138,859 $2,077,865 $-25,284
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