Nonprofit · EIN 34-6545105
HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL
Also known as LOCAL UNION 87
Tax-exempt · CANFIELD, OH 44406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $8,443,468 | $8,300,505 | $142,963 | $18,019,557 | $3,918,698 | $14,100,859 |
| March 31, 2024 | 990 | $8,394,233 | $7,960,543 | $433,690 | $17,028,863 | $3,411,051 | $13,617,812 |
| March 31, 2023 | 990 | $8,909,537 | $7,262,430 | $1,647,107 | $15,954,273 | $3,438,440 | $12,515,833 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,075,479
- Investment income
- $524,558
- Net gain from sales of assets
- -$77,237
- Other revenue
- $843,431
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,976,642
- Compensation of officers, directors and key employees
- $885
- Salaries, compensation and benefits (total)
- $15,732
- Professional fundraising fees
- $0
- Legal fees
- $20,868
- Accounting fees
- $8,900
Balance sheet and other
- Total assets, start of year
- $17,028,863
- Total assets, end of year
- $18,019,557
- Total liabilities, end of year
- $3,918,698
- Net assets, end of year
- $14,100,859
- Publicly traded securities
- $14,376,315
- Gross receipts
- $14,903,818
- Employees
- 18
- Volunteers
- 0
- Year formed
- 1962
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH LONGO | TRUSTEE Trustee or director | 1 | $495 |
| TIM MORRISON | TRUSTEE Trustee or director | 1 | $390 |
| MATT MORRONE | TRUSTEE Trustee or director | 1 | $0 |
| BRENT KELLEY | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY SMITH | TRUSTEE Trustee or director | 1 | $0 |
| MARTY LONEY | TRUSTEE Trustee or director | 1 | $0 |
| WESLEY PROUT | TRUSTEE Trustee or director | 1 | $0 |
| JOHN DERAWAY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH LONGO | TRUSTEE Trustee or director | 1 | $667 |
| TIM MORRISON | TRUSTEE Trustee or director | 1 | $516 |
| MATT MORRONE | TRUSTEE Trustee or director | 1 | $0 |
| BRENT KELLEY | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY SMITH | TRUSTEE Trustee or director | 1 | $0 |
| MARTY LONEY | TRUSTEE Trustee or director | 1 | $0 |
| WESLEY PROUT | TRUSTEE Trustee or director | 1 | $0 |
| JOHN DERAWAY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH LONGO | TRUSTEE Trustee or director | 1 | $396 |
| TIM MORRISON | TRUSTEE Trustee or director | 1 | $228 |
| MATT MORRONE | TRUSTEE Trustee or director | 1 | $0 |
| BRENT KELLEY | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY SMITH | TRUSTEE Trustee or director | 1 | $0 |
| MARTY LONEY | TRUSTEE Trustee or director | 1 | $0 |
| WESLEY PROUT | TRUSTEE Trustee or director | 1 | $0 |
| JOHN DERAWAY | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3660 STUTZ DR STE 101, CANFIELD, OH 44406-8149
- In care of
- % HEAL
- Principal officer (990 for 2024)
- J BRENT KELLEY, 3660 STUTZ DRIVE SUITE 101, CANFIELD, OH 44406
- Signed the 990
- J BRENT KELLEY, TRUSTEE
- Phone
- (330) 270-0453
- Return prepared by
- Yurchyk & Davis CPA's Inc
Mission
TO PROVIDE HEALTH AND DEATH BENEFITS TO MEMBERS.
Program accomplishments
- MEMBERS AND THEIR DEPENDENTS WERE PROVIDED WITH ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DEATH, AND DISABILITY BENEFITS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 34-6545105
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $18,019,557
- Income (IRS master file)
- $14,903,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $8,443,468 | $8,300,505 | $18,019,557 | XML |
| 990 | March 2024 | $8,394,233 | $7,960,543 | $17,028,863 | XML |
| 990 | March 2023 | $8,909,537 | $7,262,430 | $15,954,273 | XML |
| 990 | March 2022 | $8,803,996 | $5,927,098 | $14,266,542 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-6545105).
Questions about HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL
- What is the EIN of HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL?
- The employer identification number (EIN) of HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL is 34-6545105.
- Is HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
- Are donations to HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL?
- The 990 for the year ended March 31, 2025 names J BRENT KELLEY.
- Who are the officers and directors of HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL?
- The 990 for the year ended March 31, 2025 lists 8 people; 2 received compensation from the organization, the highest $495 (JOSEPH LONGO, TRUSTEE).
- How much revenue does HEALTH & WELFARE FUND OF THE PLUMBERS & STEAMFITTERS LOCAL have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $8,443,468, expenses of $8,300,505 and total assets of $18,019,557 at year end.
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