The Health & Welfare Benefits Trust For Certain Retired Employees of
Only null% goes to programs Strong reserves
The Health & Welfare Benefits Trust For Certain Retired Employees of is a 501(c)(9) organization based in Pittsburgh, Pennsylvania, registered in 2007, with $4,438,836 in FY2024 revenue. CharityIndex grades it C+.
60 Blvd of the Allies 5th Fl, Pittsburgh, PA, 15222 EIN 37-1542425 Since 2007
Revenue (FY2024)
$4.4M
▲ 12.0% vs prior year
Membership median: $185K
Expenses (FY2024)
$2.7M
Net assets
$31.0M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—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 The Health & Welfare Benefits Trust For Certain Retired Employees of— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating136 mo reserves · +38% 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 The Health & Welfare Benefits Trust For Certain Retired Employees of: 136 mo reserves · +38% margin earns a B+ 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 The Health & Welfare Benefits Trust For Certain Retired Employees of— 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 The Health & Welfare Benefits Trust For Certain Retired Employees of: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 60 Blvd of the Allies 5th Fl, Pittsburgh, PA, 15222
- City
- Pittsburgh
- State
- Pennsylvania
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
Financial trends
Revenue grew from $4.2M (FY2013) to $4.4M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $8,316Net assets $31.0M
Operating margin
38.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$31.0M
Total liabilities
$8,316
Net assets
$31.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $4,438,836▲12.0% | $2,743,984▼9.4% | $30,989,956▲11.3% | $30,998,272▲11.3% | 990 |
| 2023 | $3,963,156▲28.0% | $3,029,393▼6.6% | $27,854,380▲14.0% | $27,860,978▲14.1% | 990 |
| 2022 | $3,096,818▼21.6% | $3,243,732▼2.9% | $24,423,031▼12.2% | $24,427,377▼12.2% | 990 |
| 2021 | $3,950,937▼5.1% | $3,342,010▲1.0% | $27,824,997▲5.8% | $27,835,327▲5.9% | 990 |
| 2020 | $4,162,583▲7.0% | $3,308,569▼7.2% | $26,287,523▲9.4% | $26,291,574▲9.4% | 990 |
| 2019 | $3,890,154▲2.5% | $3,565,531▼6.6% | $24,024,476▲11.7% | $24,029,308▲11.7% | 990 |
| 2018 | $3,794,929▲11.6% | $3,816,084▼2.9% | $21,503,674▼6.7% | $21,507,206▼6.7% | 990 |
| 2017 | $3,399,155▲8.6% | $3,928,080▼11.9% | $23,042,486▲6.1% | $23,051,582▲6.1% | 990 |
| 2016 | $3,129,793▼9.1% | $4,458,281▼3.8% | $21,725,534▼1.5% | $21,730,077▼1.5% | 990 |
| 2015 | $3,442,685▼52.5% | $4,634,798▲3.8% | $22,058,786▼10.6% | $22,065,192▼10.6% | 990 |
| 2014 | $7,242,374▲70.7% | $4,463,717▲3.3% | $24,681,519▼3.7% | $24,684,819▼3.7% | 990 |
| 2013 | $4,242,666 | $4,323,170▲42.2% | $25,633,900▲2.5% | $25,633,900▲2.5% | 990 |
| 2012 | — | $3,039,191▲2.8% | $25,002,649▲7.9% | $25,006,702▲7.9% | 990 |
| 2011 | — | $2,957,455▼8.5% | $23,175,487▼1.0% | $23,175,537▼1.0% | 990 |
| 2010 | — | $3,233,813 | $23,404,358 | $23,409,858 | 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.
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Compare The Health & Welfare Benefits Trust For Certain Retired Employees of
Frequently asked questions
- Is The Health & Welfare Benefits Trust For Certain Retired Employees of a legitimate nonprofit?
- Yes. The Health & Welfare Benefits Trust For Certain Retired Employees of is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 37-1542425, based in Pittsburgh, Pennsylvania.
- What is The Health & Welfare Benefits Trust For Certain Retired Employees of's EIN?
- The Health & Welfare Benefits Trust For Certain Retired Employees of's Employer Identification Number (EIN) is 37-1542425.
- How much revenue does The Health & Welfare Benefits Trust For Certain Retired Employees of report?
- The Health & Welfare Benefits Trust For Certain Retired Employees of reported $4,438,836 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does The Health & Welfare Benefits Trust For Certain Retired Employees of have?
- CharityIndex grades The Health & Welfare Benefits Trust For Certain Retired Employees of C+, based on financial health (reserves and operating margin).
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Data for The Health & Welfare Benefits Trust For Certain Retired Employees of (EIN 37-1542425) 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.