IATSE National Benefit Funds
Legal name: Iatse National Health and Welfare Fund
Nonprofit profile at a glance
- EIN
- 237333434
- IRS 990 coverage
- 2010–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- New York, NY, USA
- Phone
- 1-800-456-FUND (3863)
- Rating confidence
- Limited
Reported finances
- Revenue
- $412,585,938
- Expenses
- $405,783,009
- Assets
- $1,024,948,847
- Liabilities
- $62,546,391
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
23 people listed
Executive titles in this filing
- ANNE J ZEISLER (EXECUTIVE DIRECTOR)
Highest reported compensation
- ANNE J ZEISLER (EXECUTIVE DIRECTOR): $468,129 total reported compensation
- SCOTT TRIVIGNO (DIRECTOR OF BENEFITS): $301,296 total reported compensation
- JOEL SEGAL (DIRECTOR OF I.T.): $282,785 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The IATSE National Benefit Funds are trust funds established by the IATSE through collective bargaining with various entertainment industry employers.
What it reported doing in 2024
To provide medical benefits to eligible participants and their dependents.
Operating model
- Revenue model
- Earned-program. 97% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 71
- Accountability: 95
- Sustainability: 61
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Limited
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 1.6%; rating input score 41; 41st percentile among comparable filings
- Total-asset coverage ratio: 2.53; rating input score 70; 70th percentile among comparable filings
- Liabilities to assets ratio: 0.06; rating input score 87; 87th percentile among comparable filings
- Officer compensation ratio: 0.1%; rating input score 93; 93rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 8.7% per year; rating input score 100; 71st percentile among comparable filings
- Asset growth: 14.1% per year; rating input score 100; 84th percentile among comparable filings
Details
- What they do: 4 programs and campaigns described on the official site
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 14 of 14 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $468K · 23 people listed · 2 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $15.4M reported
- Consistency: 13 of 13 current checks pass
- Schedules: 4 filed schedules · includes executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Related organizations: 3 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 41/100.
- Review — Accountability: Governance controls: CEO compensation review process not reported.