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HEALTH AND WELFARE TRUST
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2022
Total Revenue
▼$131.8M
Program Spending
100%
of total expenses go to program services
Total Contributions
$111.6M
Total Expenses
▼$124.4M
Total Assets
$101.2M
Total Liabilities
▼$18.3M
Net Assets
$82.9M
Officer Compensation
→N/A
Other Salaries
N/A
Investment Income
$1.8M
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 2022 · 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 |
|---|---|---|---|---|---|
| 2023 | $131.8M | $111.6M | $124.4M | $101.2M | $82.9M |
| 2022IRS e-File | $131.8M | $111.6M | $124.4M | $101.2M | $82.9M |
| 2021 | $131.4M | $111.8M | $125M | $90.5M | $75.7M |
| 2020 | $128.8M | $108M |
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 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2022)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2022)
Organization info: IRS Business Master File
| Total |
|---|
| Mr Jon Wallitsch | Trust Manage | 2 | $0 | $0 | $0 | $0 |
Mr Jon Wallitsch
Trust Manage
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Dr Brian Blaum Joined 32023 | Trustee | 1 | $0 | $0 | $0 | $0 |
| Dr Christopher Wolfel | Trust Chairp | 1 | $0 | $0 | $0 | $0 |
| Dr Dean Donaher | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Dr Michael Baird | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Dr Stuart Whiteleather | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Mr Alex Hirsch |
Dr Brian Blaum Joined 32023
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dr Christopher Wolfel
Trust Chairp
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dr Dean Donaher
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $114.8M |
| $82.2M |
| $69.4M |
| 2019 | $125.7M | $108.9M | $121.5M | $68M | $55.4M |
| 2018 | $118.5M | $103.9M | $113.9M | $63.1M | $51.3M |
| 2017 | $110.7M | $96.8M | $112.7M | $55.9M | $46.7M |
| 2016 | $106M | $94.9M | $103.3M | $58.3M | $48.7M |
| 2015 | $101.6M | $92.6M | $100.5M | $53.9M | $45.9M |
| 2014 | $102.1M | $92.4M | $94.7M | $51.4M | $44.8M |
| 2013 | $88.8M | $81.8M | $85.6M | $45.8M | $37.4M |
| 2012 | $89.7M | $80.5M | $91.7M | $42.2M | $34.2M |
| 2011 | $79.9M | $75M | $78M | $45.1M | $36.1M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 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 | — |
| Prof Trustee |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Mr Christopher Jarrow Joined 9202 | Trustee | 1 | $0 | $0 | $0 | $0 |
| Mr Craig Neiman Joined 52023 | Admin Truste | — | $0 | $0 | $0 | $0 |
| Mr Dennis Virga | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Mr Drew Dymond Left 92022 | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Mr Edward Klepiesz Left 92022 | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Mr James Serfass Left 92022 | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Mr Joel Bruch Joined 92022 | Trustee | 1 | $0 | $0 | $0 | $0 |
| Mr John Bell Left 32023 | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Mr John Williams Left 92022 | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Mr Kenneth Brewer | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Mr Kenneth Butz | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Mr Matthew Sawarynski Left 52023 | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Mr Michael Bilotta | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Mr Michael Simonetta | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Mr Paul Kernan | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Mr Pete Baird Joined 52023 | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Mr Ryan Hinton Joined 122021 | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Mr Stephen Mantz | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Mr Steve Curran | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Mr William Hessling | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Anne Gordon | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Ms Brenda Vanbuskirk | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Charlene Stapert | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Ms Dawn Sutter | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Ms Debra Miller | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Delores Bruce | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Ms Denise Mcgaughran | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Ms Diane Serfass Left 92022 | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Erin Sorochinski | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Ms Hilary Hakim | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Ms Jamie Achenbach | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Jamie Schisler Joined 12023 | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Ms Julia Cepeda | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Ms Kayla Troast | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Ms Kelly Fox | Trust Secret | 1 | $0 | $0 | $0 | $0 |
| Ms Laura Connolly | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Lerin Hagenbuch Left 12023 | Prof Trustee | 1 | $0 | $0 | $0 | $0 |
| Ms Lisa Hackman | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Melissa Kalinoski | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Michelle Murphy Left 122023 | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Ms Miriam Giove | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Ms Rebecca Bear | Board Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Rosemarie Paolucci | Support Trus | 1 | $0 | $0 | $0 | $0 |
| Ms Stephanie Arnold | Admin Truste | 1 | $0 | $0 | $0 | $0 |
| Ms Tammy Vanhouwe Joined 92022 | Trustee | 1 | $0 | $0 | $0 | $0 |
| Ms Vivien Hagerty Left 32023 | Support Trus | 1 | $0 | $0 | $0 | $0 |
Dr Michael Baird
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dr Stuart Whiteleather
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Alex Hirsch
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Christopher Jarrow Joined 9202
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Craig Neiman Joined 52023
Admin Truste
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
Mr Dennis Virga
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Drew Dymond Left 92022
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Edward Klepiesz Left 92022
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr James Serfass Left 92022
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Joel Bruch Joined 92022
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr John Bell Left 32023
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr John Williams Left 92022
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Kenneth Brewer
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Kenneth Butz
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Matthew Sawarynski Left 52023
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Michael Bilotta
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Michael Simonetta
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Paul Kernan
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Pete Baird Joined 52023
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Ryan Hinton Joined 122021
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Stephen Mantz
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr Steve Curran
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mr William Hessling
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Anne Gordon
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Brenda Vanbuskirk
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Charlene Stapert
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Dawn Sutter
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Debra Miller
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Delores Bruce
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Denise Mcgaughran
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Diane Serfass Left 92022
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Erin Sorochinski
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Hilary Hakim
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Jamie Achenbach
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Jamie Schisler Joined 12023
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Julia Cepeda
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Kayla Troast
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Kelly Fox
Trust Secret
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Laura Connolly
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Lerin Hagenbuch Left 12023
Prof Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Lisa Hackman
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Melissa Kalinoski
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Michelle Murphy Left 122023
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Miriam Giove
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Rebecca Bear
Board Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Rosemarie Paolucci
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Stephanie Arnold
Admin Truste
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Tammy Vanhouwe Joined 92022
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ms Vivien Hagerty Left 32023
Support Trus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0