United Federation of Teachers Welfare Fund
Revenue
$453.5m
year to 30 September 2025
Expenses
$412.8m
year to 30 September 2025
Total assets
$1.12bn
$121.4m liabilities
Net assets
$996.6m
assets less liabilities
Directors and trustees
6
6.6 years on average
Staff
165
employees, year to 30 September 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
17
named in Part VII
United Federation of Teachers Welfare Fund's network
6 people9 organisationsi6 people and 9 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (15) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Karen Alford | Trustee | 2018 | 8 yrs |
| LEO Gordon | Trustee | 2022 | 4 yrs |
| Mary Vaccaro | Trustee | 2025 | 1 yr |
| Michael Mulgrew | Trustee | 2018 | 8 yrs |
| Richard Mantell | Trustee | 2018 | 8 yrs |
| Thomas Murphy | Trustee - Former | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
17 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Anesa Soleyn | Assistant Director | since 2024 |
| Arthur Pepper | Former Executive Director | 2018 |
| Fani Debnath | Network Manager | since 2018 |
| Geofrey Sorkin | Executive Director | since 2018 |
| George Reis | Fund Comptroller | since 2018 |
| Glenn Erlich | Pharmacist | 2018 |
| Jacqueline Keiner | Assistant Director of Information Systems | since 2021 |
| Jacqueline Kiener | Assistant Director of Information Technology | 2019 |
| Joe Usatch | Assistant Director | 2023 |
| Joseph Usatch | Assistant Director | since 2021 |
| Joseph Vigilante | Former Director of Information Sy | since 2018 |
| Joseph Wohl | Dental Supervisor | 2019 |
| Mark Pearson | Director of Information Technology | since 2018 |
| MEI Qing Chen | Associate Comptroller | since 2018 |
| Somasunderam Udayaraj | Information Systems Manage | since 2018 |
| Umesh Padhye | Network Manager | 2020 |
| William Barrett | Chief Technology Officer | since 2023 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Geofrey Sorkin | Executive Director | 35 | $248k | $73k | |
| George Reis | Fund Comptroller | 35 | $229k | $101k | |
| William Barrett | Chief Technology Officer | 35 | $225k | $100k | |
| Mei Qing Chen | Associate Comptroller | 35 | $203k | $95k | |
| Joseph Usatch | Assistant Director | 33 | $203k | $58k | |
| Anesa Soleyn | Assistant Director | 35 | $182k | $60k | |
| Mark Pearson | Director of Information Sy | 35 | $180k | $89k | |
| Michael Mulgrew | Trustee | 2 | $0 | $347k | $85k |
| Karen Alford | Trustee | 1 | $0 | $213k | $53k |
| Thomas Murphy | Trustee - Former | 1 | $0 | $62k | |
| Richard Mantell | Trustee | 1 | $0 | $77k | $19k |
| Leo Gordon | Trustee | 1 | $0 | $83k | $21k |
| Mary Vaccaro | Trustee | 1 | $0 | $208k | $51k |
About
- Legal name
- United Federation of Teachers Welfare Fund
- EIN
- 132547675
- Address
- 52 Broadway, New York, NY, 10004-1603
- State
- New York
- Mission
- The fund's primary mission is to provide supplementary welfare benefits to eligible employees and retirees and for the additional purpose of making available college scholarships for children from low income families who have graduated from the city's public schools. (as filed on the Form 990)
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1965
- Principal officer
- Geofrey Sorkin (as named on the Form 990)
- IRS ruling date
- 1 March 1966
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
Most connected
Related organisations (Schedule R)
RelatedLABOR UNIONNew York French American Charter SchoolRelatedTO PROVIDE SCHOLARSHIPS FOR STUDENTS OF LOW INCOME FAMILIESAlbert Shanker College Scholarship Fund
Longest observed on the filings
≥8years on the filingsKaren Alford
≥8years on the filingsMichael Mulgrew
≥8years on the filingsRichard Mantell
≥8years on the filingsThomas Murphy
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $1.12bn
- Total liabilities
- $121.4m
- Net assets or fund balances
- $996.6m
- Contributions and grants received
- $0
- Program service revenue
- $398.6m
- Employees
- 165
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $435.8m | $403.7m | $32.2m |
As filed on the IRS Form 990. US dollars.