Nonprofit · EIN 23-2715440
STEAMFITTERS LOCAL UNION 420 WELFARE FUND
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $102,882,723 | $90,119,672 | $12,763,051 | $235,326,055 | $8,900,798 | $226,425,257 |
| December 31, 2023 | 990 | $100,701,702 | $83,294,527 | $17,407,175 | $224,174,085 | $7,430,213 | $216,743,872 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $92,632,533
- Investment income
- $10,250,190
- Net gain from sales of assets
- $1,713,108
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $85,703,379
- Compensation of officers, directors and key employees
- $241,721
- Other salaries and wages
- $97,499
- Salaries, compensation and benefits (total)
- $429,143
- Professional fundraising fees
- $0
- Legal fees
- $93,744
- Accounting fees
- $75,927
- Occupancy
- $36,567
- Depreciation
- $3,928
Balance sheet and other
- Total assets, start of year
- $224,174,085
- Total assets, end of year
- $235,326,055
- Total liabilities, end of year
- $8,900,798
- Net assets, end of year
- $226,425,257
- Land, buildings and equipment
- $48,651
- Publicly traded securities
- $99,876,912
- Gross receipts
- $204,874,025
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1950
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES SNELL | CO-CHAIRMAN Trustee or director | 1 | $0 | $253,657 | $173,025 |
| THOMAS REDDEN | TRUSTEE Trustee or director | 1 | $0 | $219,462 | $152,245 |
| ROBERT WINTHER | ADMINISTRATOR Officer | 9 | $85,053 | $127,579 | $132,157 |
| JAMES ROCKS | ASSISTANT ADMINISTRATOR Highest-paid employee | 9 | $70,007 | $105,011 | $89,923 |
| ORVILLE ROBINSON | TRUSTEE Trustee or director | 1 | $0 | $19,031 | $11,116 |
| JIM DOUGHERTY | CO-CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| JAMES GAFFNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL GARBACK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEN DITULLIO RESIGNED | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES SNELL | CO-CHAIRMAN Trustee or director | 1 | $0 | $235,557 | $165,962 |
| THOMAS REDDEN | TRUSTEE Trustee or director | 1 | $0 | $200,122 | $145,953 |
| ROBERT WINTHER | ADMINISTRATOR Officer | 9 | $77,998 | $116,995 | $125,266 |
| JAMES ROCKS | ASSISTANT ADMINISTRATOR Highest-paid employee | 9 | $63,628 | $95,441 | $85,707 |
| ORVILLE ROBINSON | TRUSTEE Trustee or director | 1 | $0 | $13,130 | $12,629 |
| JIM DOUGHERTY | CO-CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| JAMES GAFFNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEONARD DITUILLIO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 603 STANWIX ST STE 1500, PITTSBURGH, PA 15222-1534
- Principal officer (990 for 2024)
- JAMES ROCKS, 14420 TOWNSEND ROAD B, PHILADELPHIA, PA 191541028
- Signed the 990
- JAMES ROCKS, PLAN ADMINISTRATOR
- Phone
- (267) 350-2600
- Return prepared by
- DANIEL A WINTERS & COMPANY CPAS
Mission
THIS PLAN PROVIDES SICK, ACCIDENT, HEALTH, VISION, DENTAL, DEATH AND VACATION BENEFITS TO ITS ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- THIS PLAN PROVIDES SICK, ACCIDENT, HEALTH, VISION, DENTAL, DEATH AND VACATION BENEFITS TO ITS ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2715440
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $235,326,055
- Income (IRS master file)
- $204,874,025
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $102,882,723 | $90,119,672 | $235,326,055 | XML |
| 990 | December 2023 | $100,701,702 | $83,294,527 | $224,174,085 | XML |
| 990 | December 2022 | $90,200,112 | $81,910,568 | $204,813,509 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2715440).
Questions about STEAMFITTERS LOCAL UNION 420 WELFARE FUND
- What is the EIN of STEAMFITTERS LOCAL UNION 420 WELFARE FUND?
- The employer identification number (EIN) of STEAMFITTERS LOCAL UNION 420 WELFARE FUND is 23-2715440.
- Is STEAMFITTERS LOCAL UNION 420 WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to STEAMFITTERS LOCAL UNION 420 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does STEAMFITTERS LOCAL UNION 420 WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STEAMFITTERS LOCAL UNION 420 WELFARE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEAMFITTERS LOCAL UNION 420 WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of STEAMFITTERS LOCAL UNION 420 WELFARE FUND?
- The 990 for the year ended December 31, 2024 names JAMES ROCKS.
- Who are the officers and directors of STEAMFITTERS LOCAL UNION 420 WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 9 people; 2 received compensation from the organization.
- How much revenue does STEAMFITTERS LOCAL UNION 420 WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $102,882,723, expenses of $90,119,672 and total assets of $235,326,055 at year end.
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