Loading organization details...
Loading organization details...
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT AND TRUST DOCUMENT.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$131.5M
Program Spending
0%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$157.5M
Total Assets
$118.6M
Total Liabilities
▼$22.1M
Net Assets
$96.4M
Officer Compensation
→$134.9K
Other Salaries
$2.9M
Investment Income
$3M
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $131.5M | $0 | $157.5M | $118.6M | $96.4M |
| 2023IRS e-File | $176.4M | $0 | $182.9M | $145.9M | $119M |
| 2022 | $194.8M | $0 | $196.3M | $152.7M | $125M |
| 2021 | $165.2M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Lorraine Monchak | Chief Investments Officer | 1 | $41.6K | $0 | $21K | $62.7K |
| Donna Rey | Executive Director | 1 | $23.1K | $0 | $11.4K | $34.5K |
| Van H Dunn | Chief Medical Officer | 1 | $15.2K | $0 | $7,761 | $22.9K |
| Mercedes Mambru | Chief Financial Officer | 1 | $9,778 | $0 | $4,994 | $14.8K |
Lorraine Monchak
Chief Investments Officer
$62.7K
Hrs/Wk
1
Compensation
$41.6K
Related Orgs
$0
Other
$21K
Donna Rey
Executive Director
$34.5K
Hrs/Wk
1
Compensation
$23.1K
Related Orgs
$0
Other
$11.4K
Van H Dunn
Chief Medical Officer
$22.9K
Hrs/Wk
1
Compensation
$15.2K
Related Orgs
$0
Other
$7,761
Mercedes Mambru
Chief Financial Officer
$14.8K
Hrs/Wk
1
Compensation
$9,778
Related Orgs
$0
Other
$4,994
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Adria Powell | Employer Trustee | 1 | $0 | $0 | $0 | $0 |
| Andrea Thomas-Randall | Employer Trustee | 1 | $0 | $0 | $0 | $0 |
| Daniel Ratner | Union Trustee | 1 | $0 | $0 | $0 | $0 |
| Gladys Confident | Employer Trustee | 1 | $0 | $0 | $0 | $0 |
| Guadalupe Astacio | Union Trustee | 1 | $0 | $0 | $0 | $0 |
| Harold Fong-Sam | Union Trustee (end 03/2024) |
Adria Powell
Employer Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Andrea Thomas-Randall
Employer Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Daniel Ratner
Union Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $0 |
| $206.9M |
| $153.2M |
| $120.5M |
| 2020 | $190.4M | $0 | $225.5M | $201.4M | $171.3M |
| 2019 | $203.3M | $0 | $238.6M | $241.6M | $214M |
| 2018 | $213.3M | $0 | $218.2M | $255.6M | $228.2M |
| 2017 | $220.1M | $0 | $201.1M | $268.2M | $245.7M |
| 2016 | $240M | $0 | $210.7M | $250.4M | $226M |
| 2015 | $294.8M | $0 | $196.5M | $220M | $195.1M |
| 2014 | $198.9M | $0 | $171M | $134M | $96.7M |
| 2013 | $135.3M | $0 | $149.9M | $55.7M | $27.8M |
| 2012 | $195.3M | $0 | $168.3M | $73.8M | $42.4M |
| 2011 | $192.1M | $0 | $190.8M | $78.7M | $15.3M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data | PDF not yet published by IRS |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| James Rolla | Employer Trustee | 1 | $0 | $0 | $0 | $0 |
| Keith Joseph | Union Trustee | 1 | $0 | $0 | $0 | $0 |
| Kwaidavid Ho | Union Trustee | 1 | $0 | $0 | $0 | $0 |
| Ling Ma | Employer Trustee (end 11/2024) | 1 | $0 | $0 | $0 | $0 |
| Marc Kramer | Employer Trustee | 1 | $0 | $0 | $0 | $0 |
| Rona Shapiro | Union Trustee | 1 | $0 | $0 | $0 | $0 |
| Vladimir Fortunny | Union Trustee | 1 | $0 | $0 | $0 | $0 |
| Yvonne Armstrong | Union Trustee | 1 | $0 | $0 | $0 | $0 |
Gladys Confident
Employer Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Guadalupe Astacio
Union Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Harold Fong-Sam
Union Trustee (end 03/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
James Rolla
Employer Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Keith Joseph
Union Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kwaidavid Ho
Union Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ling Ma
Employer Trustee (end 11/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Marc Kramer
Employer Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Rona Shapiro
Union Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Vladimir Fortunny
Union Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Yvonne Armstrong
Union Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0