ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE PLAN

EIN: 237097998

PHILADELPHIA, PA

Total Revenue
$16,760,148
Total Expenses
$18,193,608
Total Assets
$33,138,892
Net Assets
$32,469,477
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1950
Legal Domicile
PA
Principal Officer
ROBERT J CELLUCCI
Phone
2152894303
Tax Period
2024-07-01 to 2025-06-30

ASBESTOS WORKERS PHILADELPHIA HEALTH AND WELFARE PLAN, founded in 1950, is a mid-sized nonprofit that reported $16.8M in total revenue in fiscal year 2024.

Mission

THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN COVERING MEMBERS OF INSULATORS AND ASBESTOS WORKERS LOCAL UNION NOS. 14 AND 89 AND ALL EMPLOYEES WHOSE EMPLOYMENT IS IN A CAPACITY WHICH PROVIDES FOR CONTRIBUTIONS TO THE TRUST OF THE PLAN.

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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 $15,690,268
Investment Income $1,069,880
Other Revenue $0
TOTAL REVENUE $16,760,148

Expense Breakdown

Grants Paid $0
Salaries & Benefits $414,680
Fundraising Expenses $0
Other Expenses $604,522
TOTAL EXPENSES $18,193,608

Year-over-Year Comparison

2024 2023 Change
Revenue $16,760,148 $16,945,973 0.0%
Expenses $18,193,608 $15,659,498 +0.2%
Net Income $-1,433,460 $1,286,475 -2.1%
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
3
Employees
7
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
1
$280,787
Total Directors
8
$954,567
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT CELLUCCI LABOR TRUSTEE/CO-CHAIRMAN 1.00
Director
$0 $146,203 $331,033
STEPHEN ROBERTS JR LABOR TRUSTEE 1.00
Director
$0 $143,390 $315,955
SEAN BOWMAN LABOR TRUSTEE 1.00
Director
$0 $135,014 $307,579
ARTHUR SWEENEY MANAGEMENT TRUSTEE/CO-CHAIRMAN 1.00
Director
$0 $0 $0
JERRY LICHTERMAN MANAGEMENT TRUSTEE/CO-CHAIRMAN (P) 1.00
Director
$0 $0 $0
MICHAEL FORMICA MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
CHARLES GULLER MANAGEMENT TRUSTEE 1.00
Director
$0 $0 $0
STEPHEN PETTIT LABOR TRUSTEE (P) 1.00
Director
$0 $0 $0
MICHAEL BURNS FUND ADMINISTRATOR 16.00
Officer
$19,721 $109,758 $280,787
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 $16,760,148 $18,193,608 $33,138,892 $-1,433,460
2024 $16,945,973 $15,659,498 $32,910,133 $1,286,475
2023 $15,790,635 $16,800,668 $29,610,005 $-1,010,033
2022 $13,932,405 $14,447,163 $28,943,140 $-514,758
2021 $15,021,751 $13,141,708 $31,470,862 $1,880,043
2020 $14,713,592 $12,774,758 $27,998,152 $1,938,834
2019 $16,792,466 $13,740,741 $25,094,237 $3,051,725
2018 $16,019,448 $12,998,918 $21,054,104 $3,020,530
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