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AMALGAMATED NATIONAL HEALTH FUND

EIN 27-4411485 WHITE PLAINS, NY

Revenue 2024
$204,100,545
Expenses 2024
$207,750,922

As filed

Subsection
09
Classification
1000
Street
333 WESTCHESTER AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • HEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • RICHARD ELLIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN FOWLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LYNNE FOX

    TRUSTEE

    Total calculated
    $280,056
    From this org
    $0
    From related orgs
    $235,199
    Other
    $44,857
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,199 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,610 related
    Nontaxable benefits
    $0 + $10,247 related
    Filer's total
    $0 + $280,056 related

  • KATHY HANSHEW

    TRUSTEE

    Total calculated
    $190,356
    From this org
    $0
    From related orgs
    $154,349
    Other
    $36,007
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,349 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,560 related
    Nontaxable benefits
    $0 + $12,447 related
    Filer's total
    $0 + $190,356 related

  • JEAN HERVEY

    TRUSTEE

    Total calculated
    $63,579
    From this org
    $0
    From related orgs
    $37,452
    Other
    $26,127
    Hours/week
    1 + 40 related

  • JULIE KELLY

    TRUSTEE

    Total calculated
    $169,814
    From this org
    $0
    From related orgs
    $148,020
    Other
    $21,794
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,020 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,794 related
    Filer's total
    $0 + $169,814 related

  • ROBERT KOVACS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID MELMAN

    TRUSTEE

    Total calculated
    $255,655
    From this org
    $0
    From related orgs
    $197,963
    Other
    $57,692
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,963 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,511 related
    Nontaxable benefits
    $0 + $33,181 related
    Filer's total
    $0 + $255,655 related

  • HOMI B PATEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WARREN PEPICELLI

    TRUSTEE

    Total calculated
    $226,267
    From this org
    $0
    From related orgs
    $161,698
    Other
    $64,569
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,698 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,063 related
    Nontaxable benefits
    $0 + $39,506 related
    Filer's total
    $0 + $226,267 related

  • EDGAR ROMNEY

    TRUSTEE

    Total calculated
    $98,537
    From this org
    $0
    From related orgs
    $71,432
    Other
    $27,105
    Hours/week
    1 + 40 related

  • RICHARD RUMELT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEVEN E THOMAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PATRICK JONES SR

    TRUSTEE (P)

    Total calculated
    $46,440
    From this org
    $0
    From related orgs
    $46,440
    Other
    $0
    Hours/week
    1 + 40 related

  • MARIA RIVERA

    TRUSTEE

    Total calculated
    $106,745
    From this org
    $0
    From related orgs
    $106,745
    Other
    $0
    Hours/week
    1 + 40 related

  • CHRIS BAUMANN

    TRUSTEE

    Total calculated
    $123,758
    From this org
    $0
    From related orgs
    $123,758
    Other
    $0
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $204,100,545
    Expenses
    $207,750,922
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $189,079,062
    Expenses
    $191,859,392
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $177,000,760
    Expenses
    $178,109,896
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $172,209,851
    Expenses
    $177,706,463
    Assets (EOY)
    $95,902,147

  • 2020 · 990

    Revenue
    $176,930,396
    Expenses
    $200,045,498
    Assets (EOY)
    $107,820,090

  • 2019 · 990

    Revenue
    $212,290,345
    Expenses
    $213,632,276
    Assets (EOY)
    $132,598,517

  • 2018 · 990

    Revenue
    $206,174,998
    Expenses
    $199,380,091
    Assets (EOY)
    $124,763,083

  • 2017 · 990

    Revenue
    $202,816,966
    Expenses
    $196,395,751
    Assets (EOY)
    $124,818,864

  • 2016 · 990

    Revenue
    $196,559,440
    Expenses
    $194,813,547
    Assets (EOY)
    $116,558,913

  • 2015 · 990

    Revenue
    $193,440,115
    Expenses
    $195,599,985
    Assets (EOY)
    $116,358,913

  • 2014 · 990

    Revenue
    $184,932,085
    Expenses
    $188,340,131
    Assets (EOY)
    $126,227,693

  • 2013 · 990

    Revenue
    $174,682,498
    Expenses
    $177,491,857
    Assets (EOY)
    $122,787,647

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $189,289,181
    Assets (EOY)
    $123,014,474

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

The first 25 as filed. The return lists every one.

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

The first 25 as filed. The return lists the rest.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.