United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr
501(c)(9)
Only null% goes to programs Strong reserves Growing revenue
United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr is a 501(c)(9) organization based in Tualatin, Oregon, registered in 1996, with $47,435,503 in FY2024 revenue. CharityIndex grades it B.
12205 Sw Tualatin Rd Ste 200, Tualatin, OR, 97062 EIN 93-1143759 Since 1996
Revenue (FY2024)
$47.4M
▲ 44.9% vs prior year
Expenses (FY2024)
$6.0M
Net assets
$366.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—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 United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr— 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 rating740 mo reserves · +87% 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 United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr: 740 mo reserves · +87% 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 United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 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 United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $15.0M (FY2013) to $47.4M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $121KNet assets $366.8M
Operating margin
87.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$366.9M
Total liabilities
$121K
Net assets
$366.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $47,435,503▲44.9% | $5,950,419▲80.7% | $366,763,992▲17.4% | $366,884,723▲17.4% | 990 |
| 2023 | $32,743,180▼6.9% | $3,292,508▼58.1% | $312,332,386▲23.9% | $312,448,948▲23.8% | 990 |
| 2022 | $35,161,860▼8.9% | $7,867,192▲10.4% | $252,182,734▼9.2% | $252,304,011▼9.2% | 990 |
| 2021 | $38,576,279▲43.7% | $7,125,699▲24.5% | $277,761,961▲19.8% | $277,888,582▲19.8% | 990 |
| 2020 | $26,840,692▲0.4% | $5,723,550▲5.6% | $231,862,529▲23.8% | $231,981,120▲23.8% | 990 |
| 2019 | $26,742,312▲16.3% | $5,420,923▲3.0% | $187,255,495▲27.9% | $187,358,677▲27.8% | 990 |
| 2018 | $22,989,037▼9.9% | $5,264,495▲6.2% | $146,452,673▲2.1% | $146,559,950▲2.0% | 990 |
| 2017 | $25,522,120▲98.9% | $4,955,964▲4.6% | $143,387,757▲22.8% | $143,672,550▲23.0% | 990 |
| 2016 | $12,834,230▲19.8% | $4,739,996▲7.3% | $116,801,202▲13.0% | $116,849,852▲10.6% | 990 |
| 2015 | $10,709,867▼20.4% | $4,415,633▲12.2% | $103,355,331▲3.6% | $105,642,550▲4.6% | 990 |
| 2014 | $13,452,593▼10.3% | $3,933,772▼0.4% | $99,810,024▲13.6% | $101,020,914▲14.5% | 990 |
| 2013 | $14,991,164 | $3,948,245▲1.9% | $87,836,308▲27.3% | $88,242,815▲26.5% | 990 |
| 2012 | — | $3,876,310▲7.2% | $68,983,795▲25.0% | $69,764,169▲20.2% | 990 |
| 2011 | — | $3,616,120▲8.8% | $55,172,825▲3.7% | $58,055,882▼2.2% | 990 |
| 2010 | — | $3,322,507 | $53,214,633 | $59,385,314 | 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 United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr a legitimate nonprofit?
- Yes. United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 93-1143759, based in Tualatin, Oregon.
- What is United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr's EIN?
- United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr's Employer Identification Number (EIN) is 93-1143759.
- How much revenue does United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr report?
- United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr reported $47,435,503 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr have?
- CharityIndex grades United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr B, based on financial health (reserves and operating margin).
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Data for United Association Plumber Stmftr & Shpftr Indstry Retiree Health Tr (EIN 93-1143759) 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.