United Federation Of Teachers Welfare Fund
Organization summary
Type of Nonprofit
Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.
Donations to this organization are not tax deductible.
Summary charts: organization finances over time
Revenue $412M (2023)
Expenses $353M (2023)
Total Assets $989M (2023)
Total Liabilities $122M (2023)
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending Sept.
2023
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $385,391,890 |
93.6%
|
Investment Income | $23,410,744 |
5.7%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | -$5,866,415 | |
Net Inventory Sales | $0 | |
Other Revenue | $8,966,134 |
2.2%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $574,789 |
0.2%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $9,873,750 |
2.8%
|
Assets/Debt | ||
---|---|---|
Total Assets | $988,654,030 | |
Total Liabilities | $121,887,485 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Geofrey Sorkin (Executive Director) | $220,961 | $0 | $39,095 |
George Reis (Fund Comptroller) | $207,894 | $0 | $88,793 |
William Barrett (Chief Technology Officer) | $181,923 | $0 | $0 |
Document Links
990
Filed on June 26, 2024Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2022
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $414,638,260 |
94.3%
|
Investment Income | $18,444,940 |
4.2%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | -$1,771,768 | |
Net Inventory Sales | $0 | |
Other Revenue | $8,320,067 |
1.9%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $549,619 |
0.2%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $9,807,786 |
2.8%
|
Assets/Debt | ||
---|---|---|
Total Assets | $842,387,577 | |
Total Liabilities | $42,259,877 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Geofrey Sorkin (Executive Director) | $220,524 | $125 | $24,737 |
George Reis (Fund Comptroller) | $214,236 | $0 | $89,017 |
Mei Qing Chen (Associate Comptroller) | $184,563 | $0 | $81,559 |
Document Links
990
Filed on June 29, 2023Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2021
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $412,003,608 |
94.9%
|
Investment Income | $13,124,098 |
3.0%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $803,001 |
0.2%
|
Net Inventory Sales | $0 | |
Other Revenue | $8,402,235 |
1.9%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $569,185 |
0.2%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $9,665,402 |
2.9%
|
Assets/Debt | ||
---|---|---|
Total Assets | $830,953,037 | |
Total Liabilities | $78,284,349 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Geofrey Sorkin (Executive Director) | $216,932 | $0 | $30,039 |
George Reis (Fund Comptroller) | $212,381 | $0 | $94,550 |
Mei Qing Chen (Associate Comptroller) | $184,272 | $0 | $85,957 |
Document Links
990
Filed on June 14, 2022Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2020
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $410,305,698 |
95.6%
|
Investment Income | $9,586,475 |
2.2%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $1,269,799 |
0.3%
|
Net Inventory Sales | $0 | |
Other Revenue | $8,098,610 |
1.9%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $555,033 |
0.2%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $10,062,053 |
3.1%
|
Assets/Debt | ||
---|---|---|
Total Assets | $721,382,820 | |
Total Liabilities | $86,799,574 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Joseph Vigilante (Former Director Of Information Sy) | $255,486 | $0 | $31,763 |
Geofrey Sorkin (Executive Director) | $216,602 | $0 | $22,395 |
George Reis (Fund Comptroller) | $213,001 | $0 | $67,835 |
Document Links
990
Filed on June 23, 2021Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2019
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $424,990,363 |
95.5%
|
Investment Income | $12,782,922 |
2.9%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | -$522,045 | |
Net Inventory Sales | $0 | |
Other Revenue | $7,772,647 |
1.7%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $872,037 |
0.3%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $9,950,027 |
2.9%
|
Assets/Debt | ||
---|---|---|
Total Assets | $590,588,011 | |
Total Liabilities | $66,774,559 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Joseph Vigilante (Director Of Information Sy) | $235,073 | $0 | $60,237 |
Geofrey Sorkin (Executive Director) | $210,533 | $0 | $20,849 |
George Reis (Fund Comptroller) | $207,065 | $0 | $68,059 |
Document Links
990
Filed on June 18, 2020Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2018
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $368,016,597 |
95.7%
|
Investment Income | $8,849,443 |
2.3%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | -$368,729 | |
Net Inventory Sales | $0 | |
Other Revenue | $8,030,259 |
2.1%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $869,510 |
0.3%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $9,433,396 |
3.1%
|
Assets/Debt | ||
---|---|---|
Total Assets | $484,162,288 | |
Total Liabilities | $49,935,250 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Joseph Vigilante (Director Of Information Sy) | $206,021 | $0 | $62,432 |
George Reis (Fund Comptroller) | $185,937 | $0 | $68,594 |
Arthur Pepper (Former Executive Director) | $178,777 | $0 | $39,331 |
Document Links
990
Filed on July 1, 2019Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2017
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $336,013,058 |
96.5%
|
Investment Income | $4,632,044 |
1.3%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | -$286,023 | |
Net Inventory Sales | $0 | |
Other Revenue | $7,923,765 |
2.3%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $780,543 |
0.3%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $8,958,996 |
3.0%
|
Assets/Debt | ||
---|---|---|
Total Assets | $399,577,009 | |
Total Liabilities | $48,779,678 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Arthur Pepper (Executive Director) | $209,975 | $0 | $46,194 |
Joseph Vigilante (Director Of Information Sy) | $203,170 | $0 | $57,328 |
Lorna Baptisite (Former Asst Executive Dire) | $187,469 | $0 | $22,814 |
Document Links
990
Filed on June 20, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2016
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $340,189,615 |
96.6%
|
Investment Income | $4,178,964 |
1.2%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $70,945 |
0.0%
|
Net Inventory Sales | $0 | |
Other Revenue | $7,821,985 |
2.2%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $781,097 |
0.2%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $9,179,350 |
2.9%
|
Assets/Debt | ||
---|---|---|
Total Assets | $350,954,487 | |
Total Liabilities | $46,973,442 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Arthur Pepper (Executive Director) | $235,314 | $0 | $44,468 |
Joseph Vigilante (Director Of Information Sy) | $199,766 | $0 | $54,556 |
George Reis (Fund Comptroller) | $176,254 | $0 | $57,351 |
Document Links
990
Filed on June 27, 2017Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2015
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $307,599,893 |
96.1%
|
Investment Income | $3,581,593 |
1.1%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $1,544,951 |
0.5%
|
Net Inventory Sales | $0 | |
Other Revenue | $7,382,313 |
2.3%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $752,856 |
0.3%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $9,049,857 |
3.0%
|
Assets/Debt | ||
---|---|---|
Total Assets | $311,885,981 | |
Total Liabilities | $43,861,137 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Arthur Pepper (Executive Director) | $209,899 | $0 | $33,697 |
Joseph Vigilante (Director Of Information Sy) | $205,665 | $0 | $56,413 |
George Reis (Fund Comptroller) | $171,806 | $0 | $58,179 |
Document Links
990
Filed on June 28, 2016Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2014
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $292,020,637 |
96.9%
|
Investment Income | $3,084,194 |
1.0%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | -$462,451 | |
Net Inventory Sales | $0 | |
Other Revenue | $6,791,144 |
2.3%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $716,365 |
0.2%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $8,933,610 |
3.0%
|
Assets/Debt | ||
---|---|---|
Total Assets | $294,665,352 | |
Total Liabilities | $36,615,576 |
Compensation
Key Employees and Officers | Compensation | Related | Other |
---|---|---|---|
Arthur Pepper (Executive Director) | $209,297 | $0 | $30,760 |
Joseph Vigilante (Director Of Information Sy) | $192,159 | $0 | $62,841 |
George Reis (Fund Comptroller) | $160,660 | $0 | $63,249 |
Document Links
990
Filed on June 30, 2015Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2013
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $286,335,808 |
96.8%
|
Investment Income | $2,681,925 |
0.9%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | -$65,398 | |
Net Inventory Sales | $0 | |
Other Revenue | $6,702,478 |
2.3%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $721,449 |
0.3%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $8,548,952 |
3.0%
|
Assets/Debt | ||
---|---|---|
Total Assets | $289,507,958 | |
Total Liabilities | $37,119,118 |
Document Links
990
Filed on July 29, 2014Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2012
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $280,657,380 |
95.8%
|
Investment Income | $3,872,624 |
1.3%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $1,920,385 |
0.7%
|
Net Inventory Sales | $0 | |
Other Revenue | $6,502,444 |
2.2%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $659,910 |
0.2%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $8,506,751 |
2.9%
|
Assets/Debt | ||
---|---|---|
Total Assets | $273,769,005 | |
Total Liabilities | $45,794,671 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2011
Extracted Financial Data
Extracted Financial Data from Form 990
Notable Sources of Revenue | Percent of Total Revenue | |
---|---|---|
Contributions | $0 | |
Program Services | $277,841,588 |
96.0%
|
Investment Income | $5,170,861 |
1.8%
|
Bond Proceeds | $0 | |
Royalties | $0 | |
Rental Property Income | $0 | |
Net Fundraising | $0 | |
Sales of Assets | $138,348 |
0.0%
|
Net Inventory Sales | $0 | |
Other Revenue | $6,262,508 |
2.2%
|
Notable Expenses | Percent of Total Expenses | |
---|---|---|
Executive Compensation | $701,707 |
0.2%
|
Professional Fundraising Fees | $0 | |
Other Salaries and Wages | $8,699,705 |
2.8%
|
Assets/Debt | ||
---|---|---|
Total Assets | $273,765,806 | |
Total Liabilities | $51,535,968 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2010
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2009
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2008
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2007
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2006
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Sept.
2005
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
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