Steamfitters Industry Welfare Fund Board Of Trustees

Steamfitters Welfare Fund Experiences Consistent Operating Deficits While Drawing Down Assets.

EIN: 131545680 · Long Island City, NY · NTEE: J40 · Updated: 2026-03-28

$105.7MRevenue
$79.9MGross Revenue
$78.7MAssets
70/100Mission Score (Good)
J40
Steamfitters Industry Welfare Fund Board Of Trustees Financial Summary
MetricValue
Total Revenue$105.7M
Total Expenses$84.2M
Program Spending90%
Net Assets$89.0M
Transparency Score70/100

Search Intent Cockpit

Steamfitters Industry Welfare Fund Board Of Trustees Form 990, Revenue, CEO Pay, and IRS Filing Signals

Steamfitters Industry Welfare Fund Board Of Trustees 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 Steamfitters Industry Welfare Fund Board Of Trustees in one place.

Form 990 Filing Summary

13 filing years are available, with latest revenue of $71.4M and expenses of $84.2M.

Revenue and Expenses

Steamfitters Industry Welfare Fund Board Of Trustees reported $71.4M in revenue and $84.2M in expenses, a deficit of $12.8M.

Executive Compensation

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

Charity Score and Red Flags

70/100 mission score, 2 red flags, and 3 strengths are shown from structured and AI review.

Is Steamfitters Industry Welfare Fund Board Of Trustees 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
13Stored 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

Steamfitters Industry Welfare Fund Board Of Trustees Expense Deployment
Program services$75.7M (90%)

Across stored filings, Steamfitters Industry Welfare Fund Board Of Trustees shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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One-Stop Donor, Research, and Peer Context Hub

Steamfitters Industry Welfare Fund Board Of Trustees Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 2 red flags identified
Mission spend90% to programsExcellent
Financial durabilityGrade B13 stored filing years
Peer contextCompare with Healthy Capital District InitiativeNew York and Category J context

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Steamfitters Industry Welfare Fund Board Of Trustees directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Steamfitters Industry Welfare Fund Board Of Trustees

Steamfitters Industry Welfare Fund Board Of Trustees (EIN: 131545680) is a nonprofit organization based in Long Island City, NY, classified under NTEE code J40. The organization reported total revenue of $105.7M and total assets of $78.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Steamfitters Industry Welfare Fund Board Of Trustees's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
MajorSize Classification
13Years of Filings
MixedRevenue Trajectory

Steamfitters Industry Welfare Fund Board Of Trustees is a major nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 1.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$71.4M
Total Expenses$84.2M
Surplus / Deficit$-12,779,910
Total Assets$91.7M
Total Liabilities$2.7M
Net Assets$89.0M
Operating Margin-17.9%
Debt-to-Asset Ratio3.0%
Months of Reserves13.1 months

Financial Health Grade: B

In 2023, Steamfitters Industry Welfare Fund Board Of Trustees reported a deficit of $12.8M with expenses exceeding revenue, holds 13.1 months of operating reserves (strong position), has a debt-to-asset ratio of 3.0% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Steamfitters Industry Welfare Fund Board Of Trustees's revenue has grown at a compound annual growth rate (CAGR) of 1.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023+4.0%-13.0%-5.1%
2022-18.5%+6.1%-28.4%
2021+13.3%+7.7%-5.2%
2020-16.3%-5.9%-6.3%
2019-2.1%+2.1%+7.2%

IRS Tax-Exempt Classification

IRS Classification Codes3000
IRS Ruling Date2006

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

AI Transparency Report

The Steamfitters Industry Welfare Fund Board Of Trustees operates as a significant welfare fund, managing substantial assets and revenues to provide benefits. Over the past several years, the organization has consistently reported revenues in the tens of millions, with the latest available revenue at $105,656,106. However, a notable trend is that expenses have frequently exceeded revenue in recent periods, such as in 2023 where expenses were $84,156,944 against revenues of $71,377,034, and in 2022 where expenses were $96,768,505 against revenues of $68,606,554. This indicates a reliance on existing assets or investment income to cover operational costs and benefit payouts. The organization's asset base has shown some fluctuation, decreasing from a high of $151,976,500 in 2019 to $91,726,848 in 2023. This decline in assets, coupled with consistent operating deficits, suggests a potential long-term sustainability concern if the trend continues. Transparency appears to be maintained through regular IRS 990 filings, and the consistent reporting of 0% officer compensation indicates that the board members are not directly compensated from the fund, which is a positive sign for fiduciary responsibility. Given its nature as a welfare fund, the primary 'program' spending would be the direct benefits paid out to members. Without a detailed functional expense breakdown, it's challenging to precisely assess spending efficiency beyond the overall revenue-expense relationship. However, the consistent deficits suggest that the fund is actively disbursing more than it collects in contributions in recent years, which could be a planned strategy for a mature fund or a sign of increasing benefit demands.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Steamfitters Industry Welfare Fund Board Of Trustees with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 8%
  • programs: 90%
  • fundraising: 2%

According to IRS 990 filings, Steamfitters Industry Welfare Fund Board Of Trustees allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$71.4MTotal Revenue
$84.2MTotal Expenses
$91.7MTotal Assets
$2.7MTotal Liabilities
$89.0MNet Assets
  • The organization reported a deficit of $12.8M, with expenses exceeding revenue.
  • Debt-to-asset ratio: 3.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that the Board of Trustees members are not compensated directly from the fund, which is a strong positive for financial stewardship.

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 Steamfitters Industry Welfare Fund Board Of Trustees's IRS 990 filings:

  • Consistent operating deficits (expenses exceeding revenue) in recent years, e.g., $12.7M in 2023 and $28.1M in 2022.
  • Declining asset base from $151.9M in 2019 to $91.7M in 2023, indicating a draw-down of reserves.

Strengths

The following positive indicators were identified for Steamfitters Industry Welfare Fund Board Of Trustees:

  • No officer compensation reported, indicating strong fiduciary responsibility and lack of personal financial gain for trustees.
  • Manages substantial assets ($91.7M in 2023) to fulfill its welfare mission.
  • Consistent history of IRS 990 filings, demonstrating transparency.

Frequently Asked Questions about Steamfitters Industry Welfare Fund Board Of Trustees

Is Steamfitters Industry Welfare Fund Board Of Trustees a legitimate charity?

Steamfitters Industry Welfare Fund Board Of Trustees (EIN: 131545680) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 70/100. It has 13 years of IRS 990 filings on record. Total revenue: $105.7M. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Steamfitters Industry Welfare Fund Board Of Trustees spend its money?

Steamfitters Industry Welfare Fund Board Of Trustees directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.

Are donations to Steamfitters Industry Welfare Fund Board Of Trustees tax-deductible?

Steamfitters Industry Welfare Fund Board Of Trustees is registered as a tax-exempt nonprofit (EIN: 131545680). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Steamfitters Industry Welfare Fund Board Of Trustees's spending goes to programs?

Steamfitters Industry Welfare Fund Board Of Trustees directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Steamfitters Industry Welfare Fund Board Of Trustees compare to similar nonprofits?

With a transparency score of 70/100 (Good), Steamfitters Industry Welfare Fund Board Of Trustees is above average for NTEE category J40 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Steamfitters Industry Welfare Fund Board Of Trustees located?

Steamfitters Industry Welfare Fund Board Of Trustees is headquartered in Long Island City, New York and files with the IRS under EIN 131545680. It is classified under NTEE code J40.

How many years of IRS 990 filings does Steamfitters Industry Welfare Fund Board Of Trustees have?

Steamfitters Industry Welfare Fund Board Of Trustees has 13 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 $105.7M in total revenue.

Is the Steamfitters Industry Welfare Fund Board Of Trustees financially stable?

While the fund holds substantial assets ($91,726,848 in 2023), it has experienced consistent operating deficits in recent years (e.g., $12,779,910 deficit in 2023, $28,161,951 deficit in 2022), leading to a decline in its asset base from a high of $151,976,500 in 2019. This trend warrants close monitoring for long-term stability.

How does the organization manage its expenses relative to its revenue?

For several recent periods, the organization's expenses have exceeded its revenue. For example, in 2023, expenses were $84,156,944 against revenues of $71,377,034. This suggests the fund is either drawing down reserves or relying on investment income not fully captured in the 'revenue' figure to cover its benefit obligations and operational costs.

What is the trend in the organization's assets?

The organization's assets have decreased from a peak of $151,976,500 in 2019 to $91,726,848 in 2023. This decline aligns with the observed operating deficits, indicating that the fund is utilizing its principal to meet obligations.

Filing History

IRS 990 filing history for Steamfitters Industry Welfare Fund Board Of Trustees showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Steamfitters Industry Welfare Fund Board Of Trustees's revenue has grown by 13.7%, moving from $62.8M to $71.4M. Total assets increased by 153.4% over the same period, from $36.2M to $91.7M. Total functional expenses rose by 39.1%, from $60.5M to $84.2M. In its most recent filing year (2023), Steamfitters Industry Welfare Fund Board Of Trustees reported a deficit of $12.8M, with expenses exceeding revenue. The organization holds $2.7M in liabilities against $91.7M in assets (debt-to-asset ratio: 3.0%), resulting in net assets of $89.0M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $71.4M $84.2M $91.7M $2.7M
2022 $68.6M $96.8M $96.7M $4.1M View 990
2021 $84.1M $91.2M $135.0M $2.2M View 990
2020 $74.3M $84.7M $142.4M $2.5M
2019 $88.7M $90.0M $152.0M $3.2M View 990
2018 $90.6M $88.1M $141.7M $2.5M View 990
2017 $89.4M $76.7M $146.7M $2.6M
2016 $89.0M $77.5M $129.5M $3.6M View 990
2015 $81.6M $69.2M $113.7M $3.4M View 990
2014 $87.0M $67.4M $101.9M $2.7M View 990
2013 $81.7M $58.0M $87.1M $2.3M View 990
2012 $78.4M $56.5M $60.8M $2.7M View 990
2011 $62.8M $60.5M $36.2M $2.4M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $71.4M, expenses of $84.2M, and assets of $91.7M (revenue +4.0% year-over-year).
  • 2022: Revenue of $68.6M, expenses of $96.8M, and assets of $96.7M (revenue -18.5% year-over-year).
  • 2021: Revenue of $84.1M, expenses of $91.2M, and assets of $135.0M (revenue +13.3% year-over-year).
  • 2020: Revenue of $74.3M, expenses of $84.7M, and assets of $142.4M (revenue -16.3% year-over-year).
  • 2019: Revenue of $88.7M, expenses of $90.0M, and assets of $152.0M (revenue -2.1% year-over-year).
  • 2018: Revenue of $90.6M, expenses of $88.1M, and assets of $141.7M (revenue +1.4% year-over-year).
  • 2017: Revenue of $89.4M, expenses of $76.7M, and assets of $146.7M (revenue +0.5% year-over-year).
  • 2016: Revenue of $89.0M, expenses of $77.5M, and assets of $129.5M (revenue +9.0% year-over-year).
  • 2015: Revenue of $81.6M, expenses of $69.2M, and assets of $113.7M (revenue -6.2% year-over-year).
  • 2014: Revenue of $87.0M, expenses of $67.4M, and assets of $101.9M (revenue +6.5% year-over-year).
  • 2013: Revenue of $81.7M, expenses of $58.0M, and assets of $87.1M (revenue +4.2% year-over-year).
  • 2012: Revenue of $78.4M, expenses of $56.5M, and assets of $60.8M (revenue +24.9% year-over-year).
  • 2011: Revenue of $62.8M, expenses of $60.5M, and assets of $36.2M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Steamfitters Industry Welfare Fund Board Of Trustees:

2023 Filing 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 Steamfitters Industry Welfare Fund Board Of Trustees 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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