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Plumbers Union 55 Health & Welfare Fund Plum

  • Brooklyn Hts, OH
  • Tax-exempt since Nov. 1954
  • EIN: 34-0754952

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.

Summary charts: organization finances over time

Revenue
$9.28M (2024)

Expenses
$8.07M (2024)

Total Assets
$14.9M (2024)

Total Liabilities
$7.16M (2024)

Source: Form 990 tax filings from 2011 to 2024

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,284,354
Expenses
$8,071,392
Net Income
$1,212,962
Net Assets
$7,750,012
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,001,639
97.0%
Investment Income $282,715
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $14,909,110
Total Liabilities $7,159,098
Net Assets $7,750,012
Compensation
Key Employees and Officers Compensation Related Other
James Gray (Trustee, Secretary) $3,461 $0 $0
Burt Skeel (Trustee) $1,038 $0 $0
Shawn Gray (Administrative Manager) $0 $148,189 $95,471
Michael T Gallagher (Trustee) $0 $0 $0
Annie Sterle (Trustee) $0 $0 $0
John Suchy (Trustee) $0 $0 $0
Rob Willkomm (Trustee, Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on March 17, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,177,372
Expenses
$7,378,947
Net Income
$798,425
Net Assets
$6,240,913
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,943,102
97.1%
Investment Income $234,270
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $12,891,218
Total Liabilities $6,650,305
Net Assets $6,240,913
Compensation
Key Employees and Officers Compensation Related Other
Burt Skeel (Trustee) $1,596 $0 $0
James Gray (Trustee, Secretary) $1,515 $0 $0
John Suchy (Trustee) $673 $0 $0
Shawn Gray (Administrative Manager) $0 $144,328 $91,610
Michael T Gallagher (Trustee) $0 $0 $0
Annie Sterle (Trustee) $0 $0 $0
Rob Willkomm (Trustee, Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on March 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,956,726
Expenses
$7,932,919
Net Income
-$976,193
Net Assets
$5,583,294
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,757,834
97.1%
Investment Income $182,115
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,777
0.2%
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 $11,882,405
Total Liabilities $6,299,111
Net Assets $5,583,294
Compensation
Key Employees and Officers Compensation Related Other
John Suchy (Trustee) $8,816 $0 $0
James Gray (Trustee, Secretary) $8,134 $0 $0
Ed Gavin (Trustee) $7,535 $0 $0
Shawn Gray (Administrative Manager) $0 $139,381 $97,167
Michael Gallagher (Trustee) $0 $0 $0
Annie Sterle (Trustee) $0 $0 $0
Rob Willkomm (Trustee, Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on March 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,765,314
Expenses
$6,988,906
Net Income
-$223,592
Net Assets
$6,961,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,413,874
94.8%
Investment Income $200,866
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $140,498
2.1%
Net Inventory Sales $0
Other Revenue $10,076
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,445,403
Total Liabilities $5,484,127
Net Assets $6,961,276
Compensation
Key Employees and Officers Compensation Related Other
James Gray (Trustee, Secretary) $4,812 $0 $0
John Suchy (Trustee) $3,756 $0 $0
Ed Gavin (Trustee) $3,756 $0 $0
Michael Gallagher (Trustee) $0 $0 $0
Annie Sterle (Trustee) $0 $0 $0
Rob Willkomm (Trustee, Chairman) $0 $0 $0
Shawn Gray (Administrative Manager) $0 $138,251 $92,797
+ View more people

Document Links

990
Filed on March 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,341,802
Expenses
$8,477,993
Net Income
-$1,136,191
Net Assets
$6,555,623
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,941,637
94.5%
Investment Income $194,982
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $193,245
2.6%
Net Inventory Sales $0
Other Revenue $11,938
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,452,270
Total Liabilities $4,896,647
Net Assets $6,555,623
Compensation
Key Employees and Officers Compensation Related Other
James Gray (Secretary) $3,432 $0 $0
Ed Gavin (Trustee) $2,776 $0 $0
John Suchy (Trustee) $2,776 $0 $0
Shawn Gray (Administrative Manager) $0 $132,908 $91,926
Michael Gallagher (Trustee) $0 $0 $0
Richard Mohar (Chairman) $0 $0 $0
Rob Willkomm (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,257,569
Expenses
$7,568,357
Net Income
-$310,788
Net Assets
$7,676,140
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,055,196
97.2%
Investment Income $202,068
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$26,767
Net Inventory Sales $0
Other Revenue $27,072
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,787,205
Total Liabilities $4,111,065
Net Assets $7,676,140
Compensation
Key Employees and Officers Compensation Related Other
John Suchy (Trustee) $5,824 $0 $0
James Gray (Secretary) $5,441 $0 $0
Ed Gavin (Trustee) $4,059 $0 $0
Richard Mohar (Chairman) $0 $0 $0
Michael Gallagher (Trustee) $0 $0 $0
Rob Willkomm (Trustee) $0 $0 $0
Shawn Gray (Administrative Manager) $0 $129,527 $87,645
+ View more people

Document Links

990
Filed on March 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,890,873
Expenses
$7,049,672
Net Income
-$158,799
Net Assets
$7,643,743
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,699,683
97.2%
Investment Income $191,190
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $27,767
0.4%
Assets/Debt
Total Assets $11,349,791
Total Liabilities $3,706,048
Net Assets $7,643,743
Compensation
Key Employees and Officers Compensation Related Other
James Gray (Secretary) $5,095 $0 $0
John Suchy (Trustee) $4,239 $0 $0
Ed Gavin (Trustee) $3,514 $0 $0
Richard Mohar (Chairman) $0 $0 $0
Rob Wilkomm (Trustee) $0 $0 $0
Michael Gallagher (Trustee) $0 $0 $0
Shawn Gray (Administrative Manager) $0 $126,925 $84,704
+ View more people

Document Links

990
Filed on March 11, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,239,117
Expenses
$6,848,532
Net Income
-$609,415
Net Assets
$7,735,394
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,068,660
97.3%
Investment Income $160,240
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,217
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $49,616
0.7%
Assets/Debt
Total Assets $11,127,437
Total Liabilities $3,392,043
Net Assets $7,735,394
Compensation
Key Employees and Officers Compensation Related Other
James Gray (Fund Secretary) $5,896 $0 $0
Matthew Ospelt (Trustee) $4,474 $0 $0
Ed Gavin (Trustee) $3,335 $0 $0
John Hodge (Trustee) $1,150 $0 $0
Richard Mohar (Chairman) $0 $0 $0
Rob Willkomm (Trustee) $0 $0 $0
John Suchy (Trustee) $0 $0 $0
Thomas Collins (Trustee) $0 $0 $0
Shawn Gray (Administrative Manager) $0 $116,964 $81,313
+ View more people

Document Links

990
Filed on Feb. 21, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,255,694
Expenses
$6,271,418
Net Income
$984,276
Net Assets
$8,182,344
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,116,404
98.1%
Investment Income $89,194
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $50,096
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $40,959
0.7%
Assets/Debt
Total Assets $11,331,462
Total Liabilities $3,149,118
Net Assets $8,182,344
Compensation
Key Employees and Officers Compensation Related Other
Scott Wallenstein (Chairman) $0 $0 $0
Richard Mohar (Trustee) $0 $0 $0
James Gray (Trustee) $0 $0 $0
John Hodge (Trustee) $0 $0 $0
Matthew Ospelt (Trustee) $0 $0 $0
Rob Willkomm (Trustee) $0 $0 $0
William Armstrong (Administrator) $0 $123,179 $82,939
+ View more people

Document Links

990
Filed on Jan. 11, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,063,281
Expenses
$6,857,610
Net Income
$205,671
Net Assets
$7,291,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,973,063
98.7%
Investment Income $90,218
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $41,243
0.6%
Assets/Debt
Total Assets $10,509,604
Total Liabilities $3,218,480
Net Assets $7,291,124
Compensation
Key Employees and Officers Compensation Related Other
Scott Wallenstein (Chairman) $0 $0 $0
Richard Mohar (Trustee) $0 $0 $0
James Gray (Trustee) $0 $0 $0
John Hodge (Trustee) $0 $0 $0
Matthew Ospelt (Trustee) $0 $0 $0
Rob Willkomm (Trustee) $0 $0 $0
William Armstrong (Administrator) $0 $124,632 $78,345
+ View more people

Document Links

990
Filed on Feb. 11, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,955,403
Expenses
$6,493,590
Net Income
$461,813
Net Assets
$6,830,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,951,446
99.9%
Investment Income $86,201
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$82,244
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $48,653
0.7%
Assets/Debt
Total Assets $10,021,305
Total Liabilities $3,190,957
Net Assets $6,830,348
Compensation
Key Employees and Officers Compensation Related Other
Scott Wallenstein (Chairman) $0 $0 $0
Richard Mohar (Trustee) $0 $0 $0
Rob Willkomm (Trustee) $0 $0 $0
James Gray (Trustee) $0 $0 $0
John Hodge (Trustee) $0 $0 $0
Matthew Ospelt (Trustee) $0 $0 $0
William Armstrong (Administrator) $0 $120,432 $60,608
+ View more people

Document Links

990
Filed on Feb. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,061,913
Expenses
$6,697,631
Net Income
$364,282
Net Assets
$6,395,022
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,793,092
96.2%
Investment Income $127,867
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $140,954
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $58,971
0.9%
Assets/Debt
Total Assets $9,187,331
Total Liabilities $2,792,309
Net Assets $6,395,022

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,453,322
Expenses
$6,233,914
Net Income
$219,408
Net Assets
$6,047,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,270,970
97.2%
Investment Income $182,352
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $45,493
0.7%
Assets/Debt
Total Assets $8,724,952
Total Liabilities $2,677,433
Net Assets $6,047,519

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,870,818
Expenses
$4,635,388
Net Income
$235,430
Net Assets
$5,748,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,737,242
97.3%
Investment Income $133,576
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $40,058
0.9%
Assets/Debt
Total Assets $8,330,628
Total Liabilities $2,581,835
Net Assets $5,748,793

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2004

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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 information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include 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 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?

Every organization that has been recognized as tax exempt by the IRS has to file 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 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."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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 EINs 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. Bulk PDF downloads since 2017 are available from the IRS.
  • 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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