AFSCME HEALTH AND WELFARE FUND

EIN: 237360639

HARRISBURG, PA

Total Revenue
$6,537,412
Total Expenses
$6,521,340
Total Assets
$21,642,745
Net Assets
$21,539,735
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
PA
Principal Officer
MIKE SUKAL
Phone
7175649338
Tax Period
2023-01-01 to 2023-12-31

AFSCME HEALTH AND WELFARE FUND, founded in 1974, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2023. Net assets of $21.5M represent 40 months of operating reserves.

Mission

AFSCME HEALTH AND WELFARE FUND WAS FORMED IN 1974, UNDER AN AGREEMENT AND DECLARATION OF TRUST DATED JANUARY 24, 1975 BETWEEN THE AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES, AFL-CIO COUNCIL 13 (UNION), ITS AFFILIATED DISTRICT COUNCILS AND SUBORDINATE LOCAL UNIONS AND THE TRUSTEES. THIS AGREEMENT, WHICH WAS ENTERED INTO IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND VARIOUS EMPLOYERS, PROVIDES FOR CONTRIBUTIONS BY THE EMPLOYERS TO A TRUST TO PROVIDE HEALTH AND WELFARE COVERAGE FOR THEIR EMPLOYEES.

Program Service Accomplishments

Program 1

PAY DENTAL CLAIMS FOR APPROXIMATELY 4,085 PARTICIPANTS AND THEIR DEPENDENTS UNDER THE PLAN'S DENTAL PROGRAM.

Program 2

PAY PRESCRIPTION DRUG CLAIMS FOR APPROXIMATELY 2,638 PARTICIPANTS AND THEIR DEPENDENTS UNDER THE PLAN'S PRESCRIPTION DRUG PROGRAM.

Program 3

PAY VISION PREMIUMS FOR APPROXIMATELY 9,159 PARTICIPANTS AND THEIR DEPENDENTS UNDER THE PLAN'S VISION INSURANCE PROGRAM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $5,865,478
Investment Income $671,934
Other Revenue $0
TOTAL REVENUE $6,537,412

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $735,505
TOTAL EXPENSES $6,521,340

Year-over-Year Comparison

2023 2022 Change
Revenue $6,537,412 $6,464,968 +0.0%
Expenses $6,521,340 $7,123,451 -0.1%
Net Income $16,072 $-658,483 -1.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
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
1
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID HENDERSON TRUSTEE, CHAIRMAN 1.00
Director
$0 $0 $0
JOHN GALUSKA TRUSTEE 1.00
Director
$0 $0 $0
SHANE CLARK TRUSTEE 1.00
Director
$0 $0 $0
TARA WILSON TRUSTEE 1.00
Director
$0 $0 $0
LAUREN SMITH TRUSTEE 1.00
Director
$0 $0 $0
MARY LOU KABOLY TRUSTEE 1.00
Director
$0 $0 $0
AMANDA CYPHER TRUSTEE 1.00
Director
$0 $0 $0
SAMANTHA RAYNER ADMINISTRATOR 1.00
Officer
$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
2024 No data No data No data No data
2023 $6,537,412 $6,521,340 $21,642,745 $16,072
2022 $6,464,968 $7,123,451 $20,341,063 $-658,483
2021 $7,090,542 $6,899,485 $24,631,486 $191,057
2020 $8,747,267 $6,702,583 $23,566,693 $2,044,684
2019 $7,709,607 $6,370,694 $21,129,121 $1,338,913
2018 $7,769,842 $6,840,747 $17,944,724 $929,095
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