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Local No 1 Health 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
$83.9M (2023)

Expenses
$81.5M (2023)

Total Assets
$107M (2023)

Total Liabilities
$870k (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,937,395
Expenses
$81,511,647
Net Income
$2,425,748
Net Assets
$105,864,385
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $81,608,654
97.2%
Investment Income $2,318,079
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$38,942
Net Inventory Sales $0
Other Revenue $49,604
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $106,734,179
Total Liabilities $869,794
Net Assets $105,864,385
Compensation
Key Employees and Officers Compensation Related Other
Efrain Elias (Trustee) $0 $186,390 $53,856
Vince Pesha (Trustee) $0 $135,497 $43,168
Genie Kastrup (Chairwoman) $0 $210,771 $59,279
Senad Sphahija (Trustee) $0 $95,580 $33,034
Lupita Aguila (Trustee) $0 $119,930 $39,899
Robert Graf (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
Tim Kramer (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Sheila Byrne (Trustee) $0 $0 $0
Izabela Miltko Ivkovich (Trustee) $0 $159,458 $48,200

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,174,320
Expenses
$81,493,211
Net Income
-$3,318,891
Net Assets
$100,331,534
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,039,788
99.8%
Investment Income $1,312,192
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,262,469
Net Inventory Sales $0
Other Revenue $84,809
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $101,619,267
Total Liabilities $1,287,733
Net Assets $100,331,534
Compensation
Key Employees and Officers Compensation Related Other
Thomas Balanoff (Chairman Past) $0 $249,750 $67,404
Efrain Elias (Trustee) $0 $176,440 $51,706
Vince Pesha (Trustee) $0 $127,970 $41,527
Genie Kastrup (Chairman) $0 $175,000 $51,706
Senad Sphahija (Trustee) $0 $0 $0
Lupita Aguila (Trustee) $0 $101,865 $0
Robert Graf (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
Tim Kramer (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Sheila Byrne (Trustee) $0 $0 $0
Lonnell Saffold (Trustee Past) $0 $133,440 $42,676
Walter Dreschler (Trustee Past) $0 $0 $0
Izabela Miltko Ivkovich (Trustee) $0 $150,790 $46,320

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$84,440,089
Expenses
$72,733,930
Net Income
$11,706,159
Net Assets
$108,469,170
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,862,146
88.7%
Investment Income $5,238,931
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,200,226
5.0%
Net Inventory Sales $0
Other Revenue $138,786
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $109,170,388
Total Liabilities $701,218
Net Assets $108,469,170
Compensation
Key Employees and Officers Compensation Related Other
Thomas Balanoff (Chairman) $0 $249,750 $66,151
Efrain Elias (Trustee) $0 $128,361 $40,373
Vince Pesha (Trustee) $0 $124,285 $39,517
Genie Kastrup (Trustee) $0 $170,515 $49,512
Senad Sphahija (Trustee) $0 $0 $0
Lupita Aguila (Trustee) $0 $0 $0
Robert Graf (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
Tim Kramer (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Sheila Byrne (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,416,206
Expenses
$72,355,124
Net Income
$2,061,082
Net Assets
$96,694,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,469,104
94.7%
Investment Income $1,966,739
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,936,750
2.6%
Net Inventory Sales $0
Other Revenue $43,613
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $97,615,124
Total Liabilities $920,467
Net Assets $96,694,657
Compensation
Key Employees and Officers Compensation Related Other
Thomas Balanoff (Chairman) $0 $240,456 $62,595
Efrain Elias (Trustee) $0 $108,840 $34,421
Vince Pesha (Trustee) $0 $119,762 $36,846
Genie Kastrup (Trustee) $0 $162,936 $46,215
Walter Dreschler (Trustee) $0 $0 $0
Lonnell Saffold (Trustee) $0 $108,840 $34,421
Robert Graf (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
John Bieg (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Sheila Byrne (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,669,208
Expenses
$65,948,263
Net Income
-$279,055
Net Assets
$91,856,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,264,515
96.3%
Investment Income $2,223,936
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,788
0.0%
Net Inventory Sales $0
Other Revenue $147,969
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $92,113,093
Total Liabilities $256,480
Net Assets $91,856,613
Compensation
Key Employees and Officers Compensation Related Other
Thomas Balanoff (Chairman) $0 $233,702 $59,682
Efrain Elias (Trustee) $0 $100,704 $31,753
Vince Pesha (Trustee) $0 $115,168 $34,924
Genie Kastrup (Trustee) $0 $156,702 $43,932
Walter Dreschler (Trustee) $0 $0 $0
Lonnell Saffold (Trustee) $0 $100,704 $31,753
Robert Graf (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
John Bieg (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Sheila Byrne (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,203,693
Expenses
$70,312,051
Net Income
-$8,108,358
Net Assets
$88,364,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $57,747,964
92.8%
Investment Income $2,175,440
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,200,357
3.5%
Net Inventory Sales $0
Other Revenue $79,932
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,681,815
Total Liabilities $316,934
Net Assets $88,364,881
Compensation
Key Employees and Officers Compensation Related Other
Thomas Balanoff (Chairman) $0 $233,702 $60,762
Efrain Elias (Trustee) $0 $100,704 $32,833
Vince Pesha (Trustee) $0 $115,108 $36,003
Carl Rocconi (Trustee) $0 $0 $0
Walter Dreschler (Trustee) $0 $0 $0
Lonnell Saffold (Trustee) $0 $100,704 $32,833
Robert Graf (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
John Bieg (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Sheila Byrne (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,151,567
Expenses
$51,009,210
Net Income
-$1,857,643
Net Assets
$96,683,128
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,054,964
91.7%
Investment Income $2,988,648
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,034,575
2.1%
Net Inventory Sales $0
Other Revenue $73,380
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $96,969,002
Total Liabilities $285,874
Net Assets $96,683,128
Compensation
Key Employees and Officers Compensation Related Other
Thomas Balanoff (Chairman) $0 $229,398 $55,019
Efrain Elias (Trustee) $0 $98,385 $28,824
Vince Pesha (Trustee) $0 $112,371 $31,770
Carl Rocconi (Trustee) $0 $0 $0
Walter Dreschler (Trustee) $0 $0 $0
Lonnell Saffold (Trustee) $0 $98,385 $28,824
Robert Graf (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
John Bieg (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Sheila Byrne (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,125,692
Expenses
$43,072,966
Net Income
-$1,947,274
Net Assets
$97,104,607
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,950,768
92.3%
Investment Income $3,110,764
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$84,728
Net Inventory Sales $0
Other Revenue $148,888
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $97,937,361
Total Liabilities $832,754
Net Assets $97,104,607
Compensation
Key Employees and Officers Compensation Related Other
Thomas Balanoff (Chairman) $0 $218,913 $53,291
Efrain Elias (Trustee) $0 $86,940 $26,567
Vince Pesha (Trustee) $0 $108,833 $30,946
Carl Rocconi (Trustee) $0 $0 $0
Walter Dreschler (Trustee) $0 $0 $0
Lonnell Saffold (Trustee) $0 $85,920 $26,363
Harold Rider (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
John Bieg (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Robert Decelles (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,874,103
Expenses
$40,308,176
Net Income
$2,565,927
Net Assets
$99,205,304
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,843,559
88.3%
Investment Income $4,370,717
10.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $567,273
1.3%
Net Inventory Sales $0
Other Revenue $92,554
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $99,463,318
Total Liabilities $258,014
Net Assets $99,205,304
Compensation
Key Employees and Officers Compensation Related Other
Thomas Balanoff (Chairman) $0 $214,432 $47,950
Efrain Elias (Trustee) $0 $85,442 $24,370
Vince Pesha (Trustee) $0 $106,863 $28,233
Carl Rocconi (Trustee) $0 $0 $0
Walter Dreschler (Trustee) $0 $228 $0
Lonnell Saffold (Trustee) $0 $84,400 $24,190
Harold Rider (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
John Bieg (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Robert Decelles (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,835,837
Expenses
$37,258,751
Net Income
$3,577,086
Net Assets
$97,584,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,141,091
91.0%
Investment Income $2,854,582
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $750,631
1.8%
Net Inventory Sales $0
Other Revenue $89,533
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,447,601
Total Liabilities $862,659
Net Assets $97,584,942
Compensation
Key Employees and Officers Compensation Related Other
Thomas Balanoff (Chairman) $0 $213,884 $43,957
Efrain Elias (Trustee) $0 $74,665 $22,754
Vince Pesha (Trustee) $0 $100,145 $27,076
Carl Rocconi (Trustee) $0 $93,888 $25,679
Walter Dreschler (Trustee) $0 $250 $0
Lonnell Saffold (Trustee) $0 $81,048 $23,753
Harold Rider (Trustee) $0 $0 $0
Leon Wolin (Trustee) $0 $0 $0
Douglas Woodworth (Trustee) $0 $0 $0
John Bieg (Trustee) $0 $0 $0
James Watts (Trustee) $0 $0 $0
Robert Decelles (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,101,947
Expenses
$37,299,389
Net Income
$2,802,558
Net Assets
$91,363,253
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,710,664
91.5%
Investment Income $2,831,889
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $489,369
1.2%
Net Inventory Sales $0
Other Revenue $70,025
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $92,239,779
Total Liabilities $876,526
Net Assets $91,363,253

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,987,927
Expenses
$34,255,551
Net Income
$5,732,376
Net Assets
$87,692,561
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,724,020
91.8%
Investment Income $2,465,063
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $683,349
1.7%
Net Inventory Sales $0
Other Revenue $115,495
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,718,341
Total Liabilities $1,025,780
Net Assets $87,692,561

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,067,557
Expenses
$31,232,216
Net Income
$8,835,341
Net Assets
$81,090,608
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,447,170
91.0%
Investment Income $2,693,052
6.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $754,973
1.9%
Net Inventory Sales $0
Other Revenue $172,362
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $81,553,723
Total Liabilities $463,115
Net Assets $81,090,608

Document Links

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
2004

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

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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • 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.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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