Union Benevolent Association

Philadelphia, PA
Tax-exempt since Aug. 1937
EIN: 23-1360861

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$387k (2024)

Expenses

$421k (2024)

Total Assets

$5.94M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$386,938

Expenses

$421,384

Net Income

-$34,446

Net Assets

$5,940,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$150,698	38.9%
Sales of Assets	$236,240	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$373,678	88.7%
Compensation of Officers*	$44,100	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,940,502
Total Liabilities	$0
Net Assets	$5,940,502

Compensation

Key Employees and Officers	Compensation	Other
Monique Curry Mims (Executive Director)	$44,100	$0
Greg Goldman (President)	$0	$0
David R Fair (Vice President)	$0	$0
Shawn Mcgill (Board Member)	$0	$0
Dynah Haubert (Secretary)	$0	$0
Tivoni Devor (Board Member)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Michael O'bryan (Board Member)	$0	$0
Pedro Rodriguez (Board Member)	$0	$0
Andy Toy (Board Member)	$0	$0

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990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$348,040

Expenses

$229,115

Net Income

$118,925

Net Assets

$5,467,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,975	1.4%
Interest Revenue	$0
Dividends	$134,833	38.7%
Sales of Assets	$208,232	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,490	67.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,467,008
Total Liabilities	$0
Net Assets	$5,467,008

Compensation

Key Employees and Officers	Compensation	Other
Monique Curry Mims (President)	$0	$0
David R Fair (Vice President)	$0	$0
Shawn Mcgill (Board Member)	$0	$0
Dynah Haubert (Secretary)	$0	$0
Tivoni Devor (Board Member)	$0	$0
Will Gonzalez (Brd Mbr Til 3/23;Tres Eff 3/23)	$0	$0
Greg Goldman (Board Member)	$0	$0
Michael O'bryan (Board Member)	$0	$0
Pedro Rodriguez (Board Member)	$0	$0
Andy Toy (Board Member)	$0	$0
Sigrid Lundby (Treasurer Til 3/23)	$0	$0

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990-PF

Filed on Oct. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$479,246

Expenses

$375,122

Net Income

$104,124

Net Assets

$4,949,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,562	1.8%
Interest Revenue	$0
Dividends	$93,313	19.5%
Sales of Assets	$377,371	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,252	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,949,406
Total Liabilities	$0
Net Assets	$4,949,406

Compensation

Key Employees and Officers	Compensation	Other
Sigrid Lundby (President)	$0	$0
David R Fair (Vice President)	$0	$0
Shawn Mcgill (Treasurer)	$0	$0
Dynah Haubert (Secretary)	$0	$0
Monique Curry Mims (Board Member)	$0	$0
Tivoni Devor (Board Member)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Greg Goldman (Board Member)	$0	$0
Michael O'bryan (Board Member)	$0	$0
Pedro Rodriguez (Board Member)	$0	$0
Andy Toy (Board Member)	$0	$0

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990-PF

Filed on Nov. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$682,665

Expenses

$163,723

Net Income

$518,942

Net Assets

$6,134,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,647	13.1%
Sales of Assets	$593,018	86.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,801	81.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,134,228
Total Liabilities	$0
Net Assets	$6,134,228

Compensation

Key Employees and Officers	Compensation	Other
Sigrid Lundby (President)	$0	$0
David R Fair (Vice President)	$0	$0
Shawn Mcgill (Treasurer)	$0	$0
Dynah Haubert (Secretary)	$0	$0
Monique Curry Mims (Chair, Allocations Committee)	$0	$0
Tivoni Devor (Board Member)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Michael Hinson (Board Member)	$0	$0
Michael O'bryan (Board Member)	$0	$0
Pedro Rodriguez (Board Member)	$0	$0
Andy Toy (Board Member)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$453,652

Expenses

$380,059

Net Income

$73,593

Net Assets

$5,200,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,101	0.9%
Interest Revenue	$0
Dividends	$104,060	22.9%
Sales of Assets	$345,491	76.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$355,820	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,200,532
Total Liabilities	$1
Net Assets	$5,200,531

Compensation

Key Employees and Officers	Compensation	Other
Sigrid Lundby (President)	$0	$0
David R Fair (Vice President)	$0	$0
Shawn Mcgill (Treasurer)	$0	$0
Susan Matyas (Secretary)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Tivoni Devor (Board Member)	$0	$0
Andy Toy (Board Member)	$0	$0
Michael Hinson (Board Member)	$0	$0
Monique Curry Mims (Board Member)	$0	$0
Dynah Haubert (Board Member)	$0	$0
Michael O'bryan (Board Member)	$0	$0
Pedro Rodriguez (Board Member)	$0	$0

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990-PF

Filed on June 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$286,094

Expenses

$277,706

Net Income

$8,388

Net Assets

$5,114,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,350	1.5%
Interest Revenue	$0
Dividends	$121,554	42.5%
Sales of Assets	$160,190	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,921	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,114,489
Total Liabilities	$1
Net Assets	$5,114,488

Compensation

Key Employees and Officers	Compensation	Other
Sigrid Lundby (President)	$0	$0
David R Fair (Vice President)	$0	$0
Shawn Mcgill (Treasurer)	$0	$0
Dynah Haubert (Secretary)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Tivoni Devor (Board Member)	$0	$0
Susan Matyas (Board Member)	$0	$0
Andy Toy (Board Member)	$0	$0
Michael Hinson (Board Member)	$0	$0

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990-PF

Filed on March 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$366,132

Expenses

$276,825

Net Income

$89,307

Net Assets

$4,394,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,970	1.1%
Interest Revenue	$0
Dividends	$126,635	34.6%
Sales of Assets	$235,527	64.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,941	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,394,691
Total Liabilities	$0
Net Assets	$4,394,691

Compensation

Key Employees and Officers	Compensation	Other
Sigrid Lundby (President)	$0	$0
Kate Clark (Vice President)	$0	$0
William Burke (Treasurer)	$0	$0
Will Gonzalez (Secretary)	$0	$0
David R Fair (Board Member)	$0	$0
Phyllis Martino (Board Member)	$0	$0
Shawn Mcgill (Board Member)	$0	$0
Dynah Haubert (Board Member)	$0	$0
Tivoni Devor (Board Member)	$0	$0
Andy Toy (Board Member)	$0	$0
Susan Matyas (Board Member)	$0	$0

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990-PF

Filed on July 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$281,259

Expenses

$262,473

Net Income

$18,786

Net Assets

$3,141,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,181	1.8%
Interest Revenue	$0
Dividends	$129,936	46.2%
Sales of Assets	$146,142	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$239,568	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,141,597
Total Liabilities	$0
Net Assets	$3,141,597

Compensation

Key Employees and Officers	Compensation	Other
Sigrid Lundby (President)	$0	$0
Kate Clark (Vice President)	$0	$0
William Burke (Treasurer)	$0	$0
Will Gonzalez (Secretary)	$0	$0
David R Fair (Board Member)	$0	$0
Danie Greenwell (Board Member)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Ky'a Jackson (Board Member)	$0	$0
Phyllis Martino (Board Member)	$0	$0
Shawn Mcgill (Board Member)	$0	$0
Haniyyah Sharpe (Board Member)	$0	$0
Jay Young (Board Member)	$0	$0
John Zurn (Board Member)	$0	$0

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990-PF

Filed on Oct. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$206,194

Expenses

$227,410

Net Income

-$21,216

Net Assets

$3,122,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,123	2.0%
Interest Revenue	$0
Dividends	$120,929	58.6%
Sales of Assets	$79,652	38.6%
Other Income	$1,490	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,033	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,122,811
Total Liabilities	$0
Net Assets	$3,122,811

Compensation

Key Employees and Officers	Compensation	Other
Michael Hinson (President)	$0	$0
Kate Clark (Vice President)	$0	$0
William Burke (Treasurer)	$0	$0
Tiffany Tavarez (Secretary)	$0	$0
Phyllis Martino (Board Member)	$0	$0
David R Fair (Chair Governance Committee)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Danie Greenwell (Co Chair Allocations Committee)	$0	$0
Sigrid Lundby (Co Chair Allocations Committee)	$0	$0
Shawn Mcgill (Chair Investment Committee)	$0	$0
Jeffrey Jay Young (Board Member)	$0	$0
John Zurn (Board Member)	$0	$0
Thomas Wyatt (Board Member)	$0	$0

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990-PF

Filed on June 27, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$497,138

Expenses

$281,718

Net Income

$215,420

Net Assets

$3,144,027

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,748	0.8%
Interest Revenue	$0
Dividends	$129,428	26.0%
Sales of Assets	$363,962	73.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,910	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,144,027
Total Liabilities	$0
Net Assets	$3,144,027

Compensation

Key Employees and Officers	Compensation	Other
Michael Hinson (President)	$0	$0
Kate Clark (Vice President)	$0	$0
William J Burke Jr (Treasurer)	$0	$0
Tiffany Tavarez (Secretary)	$0	$0
Phyllis Martino (Board Member)	$0	$0
David R Fair (Board Member)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Danie Greenwell (Board Member)	$0	$0
Sigrid Lundby (Board Member)	$0	$0
Shawn Mcgill (Board Member)	$0	$0
Jeffrey Jay Young (Board Member)	$0	$0
John Zurn (Board Member)	$0	$0
Thomas Wyatt (Board Member)	$0	$0

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990-PF

Filed on Aug. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$287,543

Expenses

$296,822

Net Income

-$9,279

Net Assets

$2,928,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,936	1.0%
Interest Revenue	$0
Dividends	$163,429	56.8%
Sales of Assets	$106,103	36.9%
Other Income	$15,075	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,456	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,928,607
Total Liabilities	$0
Net Assets	$2,928,607

Compensation

Key Employees and Officers	Compensation	Other
Phyllis Martino (President)	$0	$0
William J Burke Jr (Treasurer)	$0	$0
Tiffany Tavarez (Secretary)	$0	$0
Kate Clark (Board Member)	$0	$0
David R Fair (Board Member)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Danie Greenwell (Board Member)	$0	$0
Michael Hinson (Vice President)	$0	$0
Sigrid Lundby (Board Member)	$0	$0
Shawn Mcgill (Board Member)	$0	$0
Jeffrey Jay Young (Board Member)	$0	$0
John Zurn (Board Member)	$0	$0

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990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$430,067

Expenses

$240,817

Net Income

$189,250

Net Assets

$2,937,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,036	0.5%
Interest Revenue	$0
Dividends	$137,595	32.0%
Sales of Assets	$286,940	66.7%
Other Income	$3,496	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,720	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,937,886
Total Liabilities	$0
Net Assets	$2,937,886

Compensation

Key Employees and Officers	Compensation	Other
Phyllis Martino (President)	$0	$0
William J Burke Jr (Treasurer)	$0	$0
Nia Ngina Meeks (Secretary ('Til 12/31/13))	$0	$0
David R Fair (Board Member)	$0	$0
Will Gonzalez (Board Member)	$0	$0
Danie Greenwell (Board Member)	$0	$0
Michael Hinson (Board Member)	$0	$0
Sigrid Lundby (Board Member)	$0	$0
Arash Micaily (Board Member)	$0	$0
Dl Wormley (Board Member)	$0	$0
Shawn Mcgill (Board Member)	$0	$0

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990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$162,198

Expenses

$226,800

Net Income

-$64,602

Net Assets

$2,748,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,036	0.6%
Interest Revenue	$0
Dividends	$140,623	86.7%
Sales of Assets	$18,479	11.4%
Other Income	$2,060	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,552	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,748,021
Total Liabilities	$1
Net Assets	$2,748,020

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$228,360

Expenses

$230,583

Net Income

-$2,223

Net Assets

$2,812,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,870	1.3%
Interest Revenue	$0
Dividends	$143,496	62.8%
Sales of Assets	$81,994	35.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,380	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,812,425
Total Liabilities	$1
Net Assets	$2,812,424

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.

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Union Benevolent Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $387k (2024)

Expenses $421k (2024)

Total Assets $5.94M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$387k (2024)

Expenses

$421k (2024)

Total Assets

$5.94M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001