Plumbers 520 Health & Welfare Fund

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending April
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,695,286
Expenses
$24,209,078
Net Income
$4,486,208
Net Assets
$31,349,646
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,890,006
90.2%
Investment Income $859,026
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,880,889
6.6%
Net Inventory Sales $0
Other Revenue $65,365
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $31,445,340
Total Liabilities $95,694
Net Assets $31,349,646
Compensation
Key Employees and Officers Compensation Related Other
James Estabrook (Management Trustee) $0 $0 $0
Christopher Edenbo (Union Trustee) $0 $0 $0
James Enders (Union Trustee) $0 $0 $0
Josh Clark (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,521,331
Expenses
$23,164,867
Net Income
$3,356,464
Net Assets
$27,634,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,710,905
96.9%
Investment Income $692,537
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $50,384
0.2%
Net Inventory Sales $0
Other Revenue $67,505
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,789,457
Total Liabilities $154,559
Net Assets $27,634,898
Compensation
Key Employees and Officers Compensation Related Other
James Estabrook (Management Trustee) $0 $0 $0
Christopher Edenbo (Union Trustee) $0 $0 $0
James Enders (Union Trustee) $0 $0 $0
Josh Clark (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,299,631
Expenses
$22,246,568
Net Income
$1,053,063
Net Assets
$23,697,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,347,409
> 100%
Investment Income $672,128
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$789,372
Net Inventory Sales $0
Other Revenue $69,466
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,938,945
Total Liabilities $241,635
Net Assets $23,697,310
Compensation
Key Employees and Officers Compensation Related Other
James Estabrook (Management Trustee) $0 $0 $0
Frank Kelly (Union Trustee) $0 $0 $0
James Enders (Union Trustee) $0 $0 $0
Chris Edenbo (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,169,868
Expenses
$23,150,794
Net Income
$2,019,074
Net Assets
$22,585,369
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,179,294
92.1%
Investment Income $567,864
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,250,594
5.0%
Net Inventory Sales $0
Other Revenue $172,116
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,911,632
Total Liabilities $326,263
Net Assets $22,585,369
Compensation
Key Employees and Officers Compensation Related Other
James Estabrook (Management Trustee) $0 $0 $0
Frank Kelly (Union Trustee) $0 $0 $0
Scott Christ (Union Trustee) $0 $0 $0
Jody Lenk (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,538,629
Expenses
$18,315,597
Net Income
$5,223,032
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,384,810
95.1%
Investment Income $379,134
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $572,385
2.4%
Net Inventory Sales $0
Other Revenue $202,300
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
James Estabrook (Management Trustee) $0 $0 $0
Frank Kelly (Union Trustee) $0 $0 $0
Scott Christ (Union Trustee) $0 $0 $0
Jody Lenk (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,926,895
Expenses
$24,921,850
Net Income
-$3,994,955
Net Assets
$16,430,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,479,610
93.1%
Investment Income $389,157
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $969,128
4.6%
Net Inventory Sales $0
Other Revenue $89,000
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,098,203
Total Liabilities $667,261
Net Assets $16,430,942
Compensation
Key Employees and Officers Compensation Related Other
James Estabrook (Management Trustee) $0 $0 $0
Frank Kelly (Union Trustee) $0 $0 $0
Scott Christ (Union Trustee) $0 $0 $0
Michael Martinozzi (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,410,905
Expenses
$23,342,968
Net Income
-$1,932,063
Net Assets
$21,053,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,746,161
96.9%
Investment Income $497,896
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $166,476
0.8%
Net Inventory Sales $0
Other Revenue $372
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,892,768
Total Liabilities $1,839,044
Net Assets $21,053,724
Compensation
Key Employees and Officers Compensation Related Other
James Estabrook (Management Trustee) $0 $0 $0
Frank Kelly (Union Trustee) $0 $0 $0
Scott Christ (Union Trustee) $0 $0 $0
Michael Martinozzi (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,575,068
Expenses
$27,829,345
Net Income
$1,745,723
Net Assets
$22,678,131
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,299,550
95.7%
Investment Income $687,115
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $587,343
2.0%
Net Inventory Sales $0
Other Revenue $1,060
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,636,967
Total Liabilities $958,836
Net Assets $22,678,131
Compensation
Key Employees and Officers Compensation Related Other
Todd Ray (Management Trustee) $0 $0 $0
William Sponaugle (Management Trustee) $0 $0 $0
Lori Eshenhaur (Management Trustee) $0 $0 $0
Frank Kelly (Union Trustee) $0 $0 $0
Scott Christ (Union Trustee) $0 $0 $0
Michael Martinozzi (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,971,238
Expenses
$22,021,358
Net Income
-$50,120
Net Assets
$21,022,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,274,038
96.8%
Investment Income $454,484
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $241,404
1.1%
Net Inventory Sales $0
Other Revenue $1,312
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,094,949
Total Liabilities $1,071,959
Net Assets $21,022,990
Compensation
Key Employees and Officers Compensation Related Other
Todd Ray (Management Trustee) $0 $0 $0
William Sponaugle (Management Trustee) $0 $0 $0
Lori Eshenhaur (Management Trustee) $0 $0 $0
Frank Kelly (Union Trustee) $0 $0 $0
Scott Christ (Union Trustee) $0 $0 $0
Michael Martinozzi (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,246,058
Expenses
$20,723,627
Net Income
-$1,477,569
Net Assets
$20,552,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,854,001
98.0%
Investment Income $431,303
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$39,246
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,899,903
Total Liabilities $347,533
Net Assets $20,552,370
Compensation
Key Employees and Officers Compensation Related Other
Frank Kelly (Union Truste) $0 $0 $0
William Sponaugle (Management T) $0 $0 $0
Lori Eshenhaur (Management T) $0 $0 $0
James Eveland (Union Truste) $0 $0 $0
Donald R Eldridge (Union Truste) $0 $0 $0
Todd Ray (Management T) $0 $0 $0

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,533,790
Expenses
$20,663,045
Net Income
-$129,255
Net Assets
$22,293,930
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,483,236
94.9%
Investment Income $577,460
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $473,094
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,540,169
Total Liabilities $246,239
Net Assets $22,293,930
Compensation
Key Employees and Officers Compensation Related Other
Frank Kelly (Union Truste) $0 $0 $0
William Sponaugle (Management T) $0 $0 $0
Lori Eshenhaur (Management T) $0 $0 $0
James Eveland (Union Truste) $0 $0 $0
Donald R Eldridge (Union Truste) $0 $0 $0
Todd Ray (Management T) $0 $0 $0

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,659,912
Expenses
$17,505,949
Net Income
$1,153,963
Net Assets
$22,195,759
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,494,505
88.4%
Investment Income $577,879
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,587,528
8.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,285,499
Total Liabilities $89,740
Net Assets $22,195,759
Compensation
Key Employees and Officers Compensation Related Other
Frank Kelly (Union Truste) $0 $0 $0
William Sponaugle (Management T) $0 $0 $0
Lori Eshenhaur (Management T) $0 $0 $0
James Eveland (Union Truste) $0 $0 $0
Donald R Eldridge (Union Truste) $0 $0 $0
Todd Ray (Management T) $0 $0 $0

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,649,999
Expenses
$17,707,164
Net Income
-$1,057,165
Net Assets
$21,685,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,696,529
94.3%
Investment Income $575,995
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $377,475
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,778,050
Total Liabilities $92,961
Net Assets $21,685,089

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,272,452
Expenses
$16,488,331
Net Income
$2,784,121
Net Assets
$22,464,843
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,320,916
95.1%
Investment Income $632,371
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $319,165
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,402,000
Total Liabilities $937,157
Net Assets $22,464,843

Document Links

Fiscal Year Ending April
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,560,704
Expenses
$15,454,388
Net Income
$1,106,316
Net Assets
$20,132,512
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,265,482
92.2%
Investment Income $584,780
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $710,442
4.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,499,776
Total Liabilities $367,264
Net Assets $20,132,512

Document Links

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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