Local 475 Health Plan

Pelham, NY
Tax-exempt since June 1965
EIN: 13-6179467

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$8.02M (2023)

Expenses

$6.08M (2023)

Total Assets

$17.7M (2023)

Total Liabilities

$802k (2023)

Source: Form 990 tax filings from 2011 to 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 Dec.
2023

Revenue

$8,024,438

Expenses

$6,077,035

Net Income

$1,947,403

Net Assets

$16,918,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,769,175	96.8%
Investment Income	$251,538	3.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,725	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$116,744	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$36,508	0.6%

Assets/Debt
Total Assets	$17,720,882
Total Liabilities	$802,478
Net Assets	$16,918,404

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Vaupel (Fund Administrator)	$76,884	$76,884	$12,432
Eduardo Melendez (Trustee)	$39,860	$49,133	$12,432
Ronald Kowalski Jr (Trustee)	$0	$0	$0

990

Filed on Nov. 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$7,193,791

Expenses

$4,633,052

Net Income

$2,560,739

Net Assets

$13,700,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,923,174	96.2%
Investment Income	$0
Bond Proceeds	$190,924	2.7%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$79,693	1.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$102,900	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$36,814	0.8%

Assets/Debt
Total Assets	$14,301,318
Total Liabilities	$601,055
Net Assets	$13,700,263

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Vaupel (Fund Admin)	$66,587	$83,635	$12,432
Eduardo Melendez (Trustee)	$36,313	$53,973	$12,432
Ronald Kowalski Jr (Trustee)	$0	$0	$0

990

Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$7,228,742

Expenses

$6,839,970

Net Income

$388,772

Net Assets

$13,089,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,997,093	96.8%
Investment Income	$0
Bond Proceeds	$179,855	2.5%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$51,794	0.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$104,659	1.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$36,321	0.5%

Assets/Debt
Total Assets	$15,003,775
Total Liabilities	$1,914,325
Net Assets	$13,089,450

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Vaupel (Fund Admin)	$68,962	$73,935	$13,055
Eduardo Melendez (Trustee)	$35,697	$45,821	$13,054
Ronald Kowalski Jr (Trustee)	$0	$0	$0

990

Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$7,179,864

Expenses

$4,925,494

Net Income

$2,254,370

Net Assets

$11,665,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,006,017	97.6%
Investment Income	$164,049	2.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,798	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$108,547	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$32,676	0.7%

Assets/Debt
Total Assets	$12,349,764
Total Liabilities	$684,124
Net Assets	$11,665,640

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Vaupel (Fund Admin)	$72,088	$78,346	$12,621
Eduardo Melendez (Trustee)	$36,459	$49,165	$12,952
Ronald Kowalski Jr (Trustee)	$0	$0	$0

990

Filed on Nov. 10, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$7,437,795

Expenses

$5,323,065

Net Income

$2,114,730

Net Assets

$8,608,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,288,266	84.5%
Investment Income	$111,813	1.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,037,716	14.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$112,891	2.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$26,360	0.5%

Assets/Debt
Total Assets	$9,276,731
Total Liabilities	$667,834
Net Assets	$8,608,897

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Vaupel (Fund Admin)	$76,750	$83,413	$12,392
Eduardo Melendez (Trustee)	$36,141	$48,736	$12,723
Ronald Kowalski Jr (Trustee)	$0	$0	$0

990

Filed on Nov. 5, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$5,850,890

Expenses

$4,790,778

Net Income

$1,060,112

Net Assets

$6,581,394

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,779,111	98.8%
Investment Income	$71,260	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$519	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$94,260	2.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$25,949	0.5%

Assets/Debt
Total Assets	$7,257,900
Total Liabilities	$676,506
Net Assets	$6,581,394

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Vaupel (Fund Admin)	$61,786	$83,695	$12,333
Eduardo Melendez (Trustee)	$32,474	$52,403	$12,640
Richard Thoma (Trustee)	$0	$0	$0

990

Filed on Nov. 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$5,586,978

Expenses

$4,462,981

Net Income

$1,123,997

Net Assets

$5,730,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,537,653	99.1%
Investment Income	$48,653	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$672	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$92,258	2.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$22,794	0.5%

Assets/Debt
Total Assets	$6,356,195
Total Liabilities	$625,267
Net Assets	$5,730,928

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Vaupel (Fund Admin)	$58,860	$86,506	$12,222
Eduardo Melendez (Trustee)	$33,398	$50,001	$12,519
Richard Thoma (Trustee)	$0	$0	$0

990

Filed on Nov. 5, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$5,493,061

Expenses

$3,981,902

Net Income

$1,511,159

Net Assets

$4,240,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,279,973	96.1%
Investment Income	$27,176	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$185,912	3.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$77,497	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$26,703	0.7%

Assets/Debt
Total Assets	$4,830,385
Total Liabilities	$590,300
Net Assets	$4,240,085

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Vaupel (Fund Admin)	$51,638	$79,113	$28,095
Eduardo Melendez (Trustee)	$25,859	$52,052	$17,392
Richard Thoma (Trustee)	$0	$0	$0

990

Filed on Nov. 10, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$4,843,707

Expenses

$3,659,113

Net Income

$1,184,594

Net Assets

$2,809,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,798,704	99.1%
Investment Income	$31,269	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$13,727	0.3%
Net Inventory Sales	$0
Other Revenue	$7	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$77,392	2.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$41,543	1.1%

Assets/Debt
Total Assets	$3,256,118
Total Liabilities	$446,558
Net Assets	$2,809,560

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Vaupel (Fund Admin)	$36,122	$44,166	$6,103
Giovanni Gomez (Fmr Fund Admin)	$17,496	$21,254	$7,733
Kathleen Swan (Former Trustee)	$11,502	$43,437	$6,975
Eduardo Melendez (Trustee)	$8,973	$44,166	$6,974
Judith Wedderburn (Former Trustee)	$3,300	$18,014	$7,733
Richard Thoma (Trustee)	$0	$0	$0

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990

Filed on Oct. 27, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$4,814,730

Expenses

$4,347,133

Net Income

$467,597

Net Assets

$1,660,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,743,749	98.5%
Investment Income	$20,534	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$50,440	1.0%
Net Inventory Sales	$0
Other Revenue	$7	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$84,178	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$39,753	0.9%

Assets/Debt
Total Assets	$2,056,436
Total Liabilities	$396,397
Net Assets	$1,660,039

Compensation

Key Employees and Officers	Compensation	Related	Other
Giovanni Gomez (Fund Admin.)	$55,906	$70,922	$24,255
Kathleen Swan (Trustee)	$19,133	$70,052	$12,760
Judith Wedderburn (Trustee)	$9,140	$45,463	$12,135
Richard Thoma (Trustee)	$0	$0	$0
Deirdre Sinski (Trustee)	$0	$0	$0

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990

Filed on Nov. 5, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$5,181,020

Expenses

$5,108,331

Net Income

$72,689

Net Assets

$1,108,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,148,068	99.4%
Investment Income	$21,825	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$11,114	0.2%
Net Inventory Sales	$0
Other Revenue	$13	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$92,103	1.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$53,797	1.1%

Assets/Debt
Total Assets	$1,721,565
Total Liabilities	$612,891
Net Assets	$1,108,674

Compensation

Key Employees and Officers	Compensation	Related	Other
Giovanni Gomez (Fund Admin.)	$48,753	$76,350	$11,902
Kathleen Swan (Trustee)	$18,419	$71,736	$5,623
Judith Wedderburn (Trustee)	$11,450	$57,238	$4,571
Richard Thoma (Trustee)	$0	$0	$0
Deirdre Sinski (Trustee)	$0	$0	$0

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990

Filed on Oct. 22, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$5,522,299

Expenses

$5,961,752

Net Income

-$439,453

Net Assets

$940,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,365,791	97.2%
Investment Income	$46,959	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$109,549	2.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$139,432	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$65,526	1.1%

Assets/Debt
Total Assets	$1,575,444
Total Liabilities	$634,704
Net Assets	$940,740

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,706,060

Expenses

$6,653,659

Net Income

-$947,599

Net Assets

$1,391,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,650,784	99.0%
Investment Income	$51,671	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,605	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$123,712	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$68,915	1.0%

Assets/Debt
Total Assets	$2,025,520
Total Liabilities	$633,728
Net Assets	$1,391,792

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Updated December 20, 2024

Local 475 Health Plan

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $8.02M (2023)

Expenses $6.08M (2023)

Total Assets $17.7M (2023)

Total Liabilities $802k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$8.02M (2023)

Expenses

$6.08M (2023)

Total Assets

$17.7M (2023)

Total Liabilities

$802k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004