CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND

EIN: 236263170

WYOMISSING, PA

Total Revenue
$131,566,092
Total Expenses
$128,762,037
Total Assets
$193,546,786
Net Assets
$192,550,967
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1952
Legal Domicile
PA
Principal Officer
JOE SAMOLEWICZ
Phone
6103205500
Tax Period
2024-01-01 to 2024-12-31

CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND, founded in 1952, is a major nonprofit that reported $131.6M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.

Program Service Accomplishments

Program 1

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $123,849,008
Investment Income $7,717,084
Other Revenue $0
TOTAL REVENUE $131,566,092

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,385,738
Fundraising Expenses $0
Other Expenses $6,881,948
TOTAL EXPENSES $128,762,037

Year-over-Year Comparison

2024 2023 Change
Revenue $131,566,092 $135,988,128 0.0%
Expenses $128,762,037 $134,545,911 0.0%
Net Income $2,804,055 $1,442,217 +0.9%
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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Governance

Voting Members
10
Independent Members
4
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
10
$739,463
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM SHAPPELL UNION TRUSTEE 2.00
Director
$0 $50,642 $186,962
JIM GEISE UNION TRUSTEE 2.00
Director
$0 $46,843 $176,302
EDGAR H THOMPSON UNION TRUSTEE 2.00
Director
$0 $62,103 $171,308
ADAM CROSSEN UNION TRUSTEE 2.00
Director
$0 $32,198 $154,891
KEVIN BOLIG UNION TRUSTEE 2.00
Director
$12,500 $0 $25,000
KEN ROSS EMPLOYER TRUSTEE 2.00
Director
$12,500 $0 $25,000
MARK GLADFELTER EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
ASHLYNNE HART EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
DANIEL SCHMIDT EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
BRYAN SWAIM EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
JOSEPH J SAMOLEWICZ FUND ADMINISTRATOR 22.50
Highest
$0 $119,785 $346,893
MARTIN L CULLEN ASST FUND ADMINISTRATOR 22.50
Highest
$0 $97,001 $264,897
JAMES STRICKER INFORMATION TECHNOLOGY 22.50
Highest
$0 $101,944 $251,928
RUSTY KEMP JR HUMAN RESOURCES MANAGER 22.50
Highest
$0 $91,817 $198,029
KYLE WELLER CONTROLLER 22.50
Highest
$0 $69,347 $172,972
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
2024 $131,566,092 $128,762,037 $193,546,786 $2,804,055
2023 $135,988,128 $134,545,911 $188,436,896 $1,442,217
2022 $134,349,929 $124,646,289 $181,415,751 $9,703,640
2021 $153,995,141 $120,053,926 $182,702,724 $33,941,215
2020 $126,290,050 $116,014,023 $163,686,768 $10,276,027
2019 $135,126,126 $112,450,773 $145,300,133 $22,675,353
2018 $125,991,442 $114,497,909 $117,586,754 $11,493,533
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