Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel reports fluctuating financial performance with no officer compensation.

EIN: 20772989 · Northwood, OH · NTEE: Y43 · Updated: 2026-03-28

$7.1MRevenue
$4.0MGross Revenue
$20.2MAssets
85/100Mission Score (Excellent)
Y43

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Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel Financial Summary
MetricValue
Total Revenue$7.1M
Total Expenses$5.4M
Program Spending90%
Net Assets$18.8M
Transparency Score85/100

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Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel Form 990, Revenue, CEO Pay, and IRS Filing Signals

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel in one place.

Form 990 Filing Summary

12 filing years are available, with latest revenue of $4.0M and expenses of $5.4M.

Revenue and Expenses

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel reported $4.0M in revenue and $5.4M in expenses, a deficit of $1.4M.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

85/100 mission score, 2 red flags, and 3 strengths are shown from structured and AI review.

Is Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
90%Program Expense
$0Grants Paid
12Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel Expense Deployment
Program services$4.9M (90%)

Across stored filings, Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 2 red flags identified
Mission spend90% to programsExcellent
Financial durabilityGrade B12 stored filing years
Peer contextCompare with Alliance Of Independent Academic Medical CentersOhio and Category Y context

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Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel (EIN: 20772989) is a nonprofit organization based in Northwood, OH, classified under NTEE code Y43. The organization reported total revenue of $7.1M and total assets of $20.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
Mid-SizeSize Classification
12Years of Filings
MixedRevenue Trajectory

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel is a mid-size nonprofit that has been operating for 19 years, with 12 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of -0.3%.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

Total Revenue$4.0M
Total Expenses$5.4M
Surplus / Deficit$-1,374,805
Total Assets$20.2M
Total Liabilities$1.3M
Net Assets$18.8M
Operating Margin-34.2%
Debt-to-Asset Ratio6.6%
Months of Reserves44.9 months

Financial Health Grade: B

In 2022, Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel reported a deficit of $1.4M with expenses exceeding revenue, holds 44.9 months of operating reserves (strong position), has a debt-to-asset ratio of 6.6% (very low leverage).

Financial Trends

Over 12 years of filings (2011–2022), Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel's revenue has declined at a compound annual growth rate (CAGR) of -0.3%.

YearRevenue ChangeExpense ChangeAsset Change
2022+92.9%-15.5%-12.4%
2021-68.2%+45.5%-11.4%
2020-25.6%+5.1%+14.5%
2019+20.2%-16.6%+36.3%
2018+4.3%+20.3%+5.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel, operating as a Y43 (Pension / Retirement Issues) organization, exhibits fluctuating financial performance over the past decade. In 2022, the organization reported revenue of $4,023,636 against expenses of $5,398,441, indicating a deficit for the period. This follows a similar trend in 2021 where expenses significantly outpaced revenue ($6,389,772 vs. $2,085,527). However, prior years like 2020 and 2019 showed healthy surpluses, with revenues of $6,555,549 and $8,809,261 respectively, exceeding expenses. The organization's assets have also seen considerable fluctuation, peaking at $26,013,213 in 2020 and decreasing to $20,180,373 by 2022. Given its NTEE code, these fluctuations might be tied to investment performance or benefit payout cycles inherent to retiree health and welfare funds. The organization consistently reports 0% officer compensation across all available filings, which is a strong indicator of financial efficiency and a commitment to directing funds towards its primary purpose. While specific program spending ratios are not detailed in the provided summary, the absence of executive compensation suggests a lean operational structure. The consistent reporting of liabilities, ranging from $525,180 to $1,625,783, is typical for an organization managing health and welfare benefits, reflecting future obligations. Overall, the organization demonstrates a commitment to transparency through its regular IRS 990 filings and the clear reporting of no officer compensation. Its financial health appears to be managed within the context of its specific mission, with periods of deficit likely offset by prior surpluses or strategic asset management. Further analysis of detailed program service expenses would provide a more granular understanding of spending efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2022)

From the most recent IRS 990 filing on record:

$4.0MTotal Revenue
$5.4MTotal Expenses
$20.2MTotal Assets
$1.3MTotal Liabilities
$18.8MNet Assets
  • The organization reported a deficit of $1.4M, with expenses exceeding revenue.
  • Debt-to-asset ratio: 6.6%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries or other compensation are paid to officers, which is highly unusual and suggests a volunteer-led or externally managed structure for leadership.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel's IRS 990 filings:

  • Significant annual deficits in recent years (e.g., $1,374,805 in 2022 and $4,304,245 in 2021) could indicate unsustainable spending if not offset by prior surpluses or specific fund management strategies.
  • Fluctuating asset base, decreasing from $26,013,213 in 2020 to $20,180,373 in 2022, warrants monitoring to ensure long-term solvency for retiree benefits.

Strengths

The following positive indicators were identified for Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel:

  • Consistent 0% officer compensation across all filings demonstrates exceptional financial efficiency and a strong commitment to its mission.
  • Substantial asset base of $20,180,373 in 2022 provides a buffer against financial fluctuations and supports long-term obligations.
  • Regular IRS 990 filings over 12 periods indicate a commitment to transparency and compliance.

Frequently Asked Questions about Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel

Is Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel a legitimate charity?

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel (EIN: 20772989) is a registered tax-exempt nonprofit based in Ohio. Our AI analysis gives it a Mission Score of 85/100. It has 12 years of IRS 990 filings on record. Total revenue: $7.1M. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel spend its money?

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel tax-deductible?

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel is registered as a tax-exempt nonprofit (EIN: 20772989). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel is above average for NTEE category Y43 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel located?

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel is headquartered in Northwood, Ohio and files with the IRS under EIN 20772989. It is classified under NTEE code Y43.

How many years of IRS 990 filings does Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel have?

Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $7.1M in total revenue.

How does the organization manage its deficits, such as the $1,374,805 deficit in 2022?

The organization likely covers deficits through its accumulated assets, which stood at $20,180,373 in 2022, or through investment income not fully captured in the 'revenue' line item provided, which is common for health and welfare funds.

What are the primary drivers of the significant fluctuations in annual revenue and expenses?

Given its NTEE code (Pension / Retirement Issues), fluctuations are likely driven by investment returns, changes in contributions from employers or members, and the timing and volume of benefit payouts to retirees.

How does the organization sustain operations with 0% officer compensation?

This suggests that leadership roles may be filled by volunteers, or that administrative functions are outsourced or managed by staff whose compensation is not categorized as 'officer compensation' on the 990, or that it's a trust managed by a third party.

Filing History

IRS 990 filing history for Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2011–2022), Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel's revenue has declined by 3.7%, moving from $4.2M to $4.0M. Total assets increased by 175.2% over the same period, from $7.3M to $20.2M. Total functional expenses rose by 12.6%, from $4.8M to $5.4M. In its most recent filing year (2022), Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel reported a deficit of $1.4M, with expenses exceeding revenue. The organization holds $1.3M in liabilities against $20.2M in assets (debt-to-asset ratio: 6.6%), resulting in net assets of $18.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2022 $4.0M $5.4M $20.2M $1.3M
2021 $2.1M $6.4M $23.0M $1.5M View 990
2020 $6.6M $4.4M $26.0M $660K
2019 $8.8M $4.2M $22.7M $525K View 990
2018 $7.3M $5.0M $16.7M $449K View 990
2017 $7.0M $4.2M $15.8M $445K View 990
2016 $8.3M $4.3M $12.7M $794K View 990
2015 $3.2M $5.3M $9.2M $1.3M View 990
2014 $5.7M $5.5M $11.7M $1.6M View 990
2013 $3.9M $3.8M $11.0M $1.4M View 990
2012 $5.9M $4.0M $9.9M $790K View 990
2011 $4.2M $4.8M $7.3M $422K View 990

Year-by-Year Financial Summary

  • 2022: Revenue of $4.0M, expenses of $5.4M, and assets of $20.2M (revenue +92.9% year-over-year).
  • 2021: Revenue of $2.1M, expenses of $6.4M, and assets of $23.0M (revenue -68.2% year-over-year).
  • 2020: Revenue of $6.6M, expenses of $4.4M, and assets of $26.0M (revenue -25.6% year-over-year).
  • 2019: Revenue of $8.8M, expenses of $4.2M, and assets of $22.7M (revenue +20.2% year-over-year).
  • 2018: Revenue of $7.3M, expenses of $5.0M, and assets of $16.7M (revenue +4.3% year-over-year).
  • 2017: Revenue of $7.0M, expenses of $4.2M, and assets of $15.8M (revenue -15.5% year-over-year).
  • 2016: Revenue of $8.3M, expenses of $4.3M, and assets of $12.7M (revenue +157.8% year-over-year).
  • 2015: Revenue of $3.2M, expenses of $5.3M, and assets of $9.2M (revenue -43.8% year-over-year).
  • 2014: Revenue of $5.7M, expenses of $5.5M, and assets of $11.7M (revenue +46.1% year-over-year).
  • 2013: Revenue of $3.9M, expenses of $3.8M, and assets of $11.0M (revenue -33.3% year-over-year).
  • 2012: Revenue of $5.9M, expenses of $4.0M, and assets of $9.9M (revenue +41.0% year-over-year).
  • 2011: Revenue of $4.2M, expenses of $4.8M, and assets of $7.3M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel:

2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Northwestern Ohio Plumbers And Pipefitters Retiree Health And Wel is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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