Plumbers & Steamfitters Local No 521 Health & Welfare Fund
501(c)(9)
Only null% goes to programs Strong reserves Growing revenue
Plumbers & Steamfitters Local No 521 Health & Welfare Fund is a 501(c)(9) organization based in Ona, West Virginia, registered in 1968, with $3,287,226 in FY2023 revenue. CharityIndex grades it C+.
9200 Us Route 60, Ona, WV, 25545 EIN 55-6035214 Since 1968
Revenue (FY2023)
$3.3M
▲ 15.0% vs prior year
Expenses (FY2023)
$2.5M
Net assets
$4.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Plumbers & Steamfitters Local No 521 Health & Welfare Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating20 mo reserves · +25% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Plumbers & Steamfitters Local No 521 Health & Welfare Fund: 20 mo reserves · +25% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Plumbers & Steamfitters Local No 521 Health & Welfare Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Plumbers & Steamfitters Local No 521 Health & Welfare Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 9200 Us Route 60, Ona, WV, 25545
- City
- Ona
- State
- West Virginia
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $2.7M (FY2013) to $3.3M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $68KNet assets $4.2M
Operating margin
24.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$4.2M
Total liabilities
$68K
Net assets
$4.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $3,287,226▲15.0% | $2,477,596▼13.3% | $4,153,319▲34.8% | $4,221,329▲36.3% | 990 |
| 2022 | $2,859,187▲10.3% | $2,856,096▲8.0% | $3,082,001▲1.8% | $3,096,254▲1.1% | 990 |
| 2021 | $2,592,112▲1.5% | $2,644,534▼0.6% | $3,027,924▼12.7% | $3,063,554▼12.3% | 990 |
| 2020 | $2,553,277▲25.7% | $2,660,090▼1.3% | $3,469,232▼2.7% | $3,492,582▼2.7% | 990 |
| 2019 | $2,031,844▼30.1% | $2,694,788▲7.8% | $3,564,929▼12.4% | $3,588,835▼12.9% | 990 |
| 2018 | $2,904,995▲17.0% | $2,499,846▼3.7% | $4,068,491▲15.6% | $4,122,242▲16.2% | 990 |
| 2017 | $2,481,960▲1.8% | $2,597,169▼2.3% | $3,519,032▼6.3% | $3,546,891▼6.2% | 990 |
| 2016 | $2,438,571▲11.0% | $2,657,125▼13.6% | $3,756,756▼6.8% | $3,779,354▼6.5% | 990 |
| 2015 | $2,197,829▼12.7% | $3,075,215▲10.6% | $4,029,012▼16.9% | $4,040,055▼16.9% | 990 |
| 2014 | $2,516,145▼8.4% | $2,781,653▲4.4% | $4,850,057▼7.1% | $4,858,966▼7.2% | 990 |
| 2013 | $2,747,731 | $2,665,095▲19.3% | $5,218,746▲4.7% | $5,234,925▲4.8% | 990 |
| 2012 | — | $2,234,820▼3.6% | $4,984,920▲5.4% | $4,994,244▲5.0% | 990 |
| 2011 | — | $2,317,288▼2.0% | $4,731,017▲9.4% | $4,756,956▲9.4% | 990 |
| 2010 | — | $2,364,442▲1.2% | $4,325,601▲8.9% | $4,348,221▲2.9% | 990 |
| 2009 | — | $2,336,159 | $3,970,482 | $4,226,004 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Plumbers & Steamfitters Local No 521 Health & Welfare Fund a legitimate nonprofit?
- Yes. Plumbers & Steamfitters Local No 521 Health & Welfare Fund is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 55-6035214, based in Ona, West Virginia.
- What is Plumbers & Steamfitters Local No 521 Health & Welfare Fund's EIN?
- Plumbers & Steamfitters Local No 521 Health & Welfare Fund's Employer Identification Number (EIN) is 55-6035214.
- How much revenue does Plumbers & Steamfitters Local No 521 Health & Welfare Fund report?
- Plumbers & Steamfitters Local No 521 Health & Welfare Fund reported $3,287,226 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Plumbers & Steamfitters Local No 521 Health & Welfare Fund have?
- CharityIndex grades Plumbers & Steamfitters Local No 521 Health & Welfare Fund C+, based on financial health (reserves and operating margin).
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Data for Plumbers & Steamfitters Local No 521 Health & Welfare Fund (EIN 55-6035214) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.