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Nonprofit · EIN 31-6035546

PLUMBERS & STEAMFITTERS 189 WELFARE FUND

Tax-exempt · COLUMBUS, OH 43212

Financials

$19.9M$18.6M2022$22.7M$18.8M2023$28.6M$21.7M2024
Revenue Expenses · by fiscal year end
Financials of PLUMBERS & STEAMFITTERS 189 WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$28,555,357$21,737,810$6,817,547$63,283,146$11,832,234$51,450,912
March 31, 2024990$22,743,245$18,836,093$3,907,152$51,837,531$7,718,298$44,119,233
March 31, 2023990$19,852,917$18,610,620$1,242,297$44,638,518$6,901,583$37,736,935
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$26,527,627
Investment income
$2,027,419
Net gain from sales of assets
$651,552
Other revenue
$311

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$20,320,368
Compensation of officers, directors and key employees
$201,507
Other salaries and wages
$289,235
Salaries, compensation and benefits (total)
$643,669
Professional fundraising fees
$0
Legal fees
$50,000
Accounting fees
$32,750
Occupancy
$28,358
Travel
$13,672
Depreciation
$7,402

Balance sheet and other

Total assets, start of year
$51,837,531
Total assets, end of year
$63,283,146
Total liabilities, end of year
$11,832,234
Net assets, end of year
$51,450,912
Land, buildings and equipment
$31,872
Publicly traded securities
$41,337,125
Gross unrelated business income
$2,027,419
Gross receipts
$50,416,380
Employees
55
Volunteers
0
Year formed
1959
State of legal domicile
OH

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LISA KAISERPLAN ADMINISTRATOR
Officer
40$158,376$38,683
SUSAN RUZICKATRUSTEE
Trustee or director
4$2,559$0
STEVEN GIEHLTRUSTEE (TERM END 12/31/24)
Trustee or director
4$1,889$0
JOHN HARPERTRUSTEE
Trustee or director
4$0$0
JOHNATHAN RICHARDSTRUSTEE
Trustee or director
4$0$0
TERRI KEUCHLERTRUSTEE
Trustee or director
4$0$0
TIM ELYTRUSTEE
Trustee or director
4$0$0
TIM FARBERTRUSTEE
Trustee or director
4$0$0
VALERIE POPETRUSTEE
Trustee or director
4$0$0
WILLIAM GILBERTTRUSTEE (TERM BEGIN 1/1/25)
Trustee or director
4$0$0
CHARLES STEITZTRUSTEE, CHAIRMAN
Trustee or director, Officer
4$0$0
MARK HEINMILLERTRUSTEE, SECRETARY
Trustee or director, Officer
4$0$0
990 for the year ended March 31, 2024: 12 people
NameTitleHours / weekCompensationOther / benefits
LISA KAISERPLAN ADMINISTRATOR
Officer
40$152,652$38,087
STEVEN GIEHLTRUSTEE
Trustee or director
4$3,795$0
SUSAN RUZICKATRUSTEE
Trustee or director
4$1,627$0
CHARLES STEITZTRUSTEE, CHAIRMAN
Trustee or director, Officer
4$0$0
MARK HEINMILLERTRUSTEE, SECRETARY
Trustee or director, Officer
4$0$0
JOHN HARPERTRUSTEE, STARTING 01/23
Trustee or director
4$0$0
JOHNATHAN RICHARDSTRUSTEE, STARTING 01/23
Trustee or director
4$0$0
SCOTT GALLAGHERTRUSTEE, THROUGH 04/23
Trustee or director
4$0$0
TERRI KUECHLERTRUSTEE, STARTING 05/23
Trustee or director
4$0$0
TIM ELYTRUSTEE
Trustee or director
4$0$0
TIM FARBERTRUSTEE, STARTING 01/23
Trustee or director
4$0$0
VALERIE POPETRUSTEE
Trustee or director
4$0$0
990 for the year ended March 31, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
LISA KAISERPLAN ADMINISTRATOR
Officer
40$145,736$31,338
STEVEN GIEHLTRUSTEE
Trustee or director
4$4,793$0
SUSAN RUZICKATRUSTEE
Trustee or director
4$2,927$0
JOHNATHAN RICHARDSTRUSTEE, STARTING 01/23
Trustee or director
4$777$0
CHARLES STEITZTRUSTEE, CHAIRMAN
Trustee or director, Officer
4$0$0
MARK HEINMILLERTRUSTEE, SECRETARY
Trustee or director, Officer
4$0$0
JOHN HARPERTRUSTEE, STARTING 01/23
Trustee or director
4$0$0
NEAL HARTFIELDTRUSTEE, THROUGH 12/22
Trustee or director
4$0$0
SCOTT GALLAGHERTRUSTEE, THROUGH 04/23
Trustee or director
4$0$0
TERRI KUECHLERTRUSTEE, STARTING 05/23
Trustee or director
4$0$0
TIM ELYTRUSTEE
Trustee or director
4$0$0
TIM FARBERTRUSTEE, STARTING 01/23
Trustee or director
4$0$0
VALERIE POPETRUSTEE
Trustee or director
4$0$0

Address and contacts

Address (IRS master file)
1230 KINNEAR RD, COLUMBUS, OH 43212-1154
Principal officer (990 for 2024)
LISA KAISER, 1230 KINNEAR ROAD, COLUMBUS, OH 43212
Signed the 990
LISA KAISER, PLAN ADMINISTRATOR
Phone
(614) 486-5203
Return prepared by
CLARK SCHAEFER HACKETT & CO

Mission

TO PROVIDE HEALTH, DISABILITY, AND LIFE/ADD BENEFITS TO PARTICIPANTS, DEPENDENTS, & RETIREES OF PLUMBERS & PIPEFITTERS LOCAL NO. 189.

990 for the year ended March 31, 2025

Program accomplishments

  • TO PROVIDE FOR THE HEALTH, DISABILITY, AND LIFE/ADD NEEDS OF THE ELIGIBLE MEMBERS, DEPENDENTS, AND RETIREES OF PLUMBERS & PIPEFITTERS LOCAL NO. 189.

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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
31-6035546
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1987
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$63,283,146
Income (IRS master file)
$50,416,380

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$28,555,357$21,737,810$63,283,146XML
990March 2024$22,743,245$18,836,093$51,837,531XML
990March 2023$19,852,917$18,610,620$44,638,518XML
990March 2022$19,502,953$16,211,819$41,453,861IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 2018–––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 31-6035546).

Questions about PLUMBERS & STEAMFITTERS 189 WELFARE FUND

What is the EIN of PLUMBERS & STEAMFITTERS 189 WELFARE FUND?
The employer identification number (EIN) of PLUMBERS & STEAMFITTERS 189 WELFARE FUND is 31-6035546.
Is PLUMBERS & STEAMFITTERS 189 WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1987.
Are donations to PLUMBERS & STEAMFITTERS 189 WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PLUMBERS & STEAMFITTERS 189 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 PLUMBERS & STEAMFITTERS 189 WELFARE FUND due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PLUMBERS & STEAMFITTERS 189 WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of PLUMBERS & STEAMFITTERS 189 WELFARE FUND?
The 990 for the year ended March 31, 2025 names LISA KAISER.
Who are the officers and directors of PLUMBERS & STEAMFITTERS 189 WELFARE FUND?
The 990 for the year ended March 31, 2025 lists 12 people; 3 received compensation from the organization, the highest $158,376 (LISA KAISER, PLAN ADMINISTRATOR).
How much revenue does PLUMBERS & STEAMFITTERS 189 WELFARE FUND have?
On its 990 for the year ended March 31, 2025 it reported revenue of $28,555,357, expenses of $21,737,810 and total assets of $63,283,146 at year end.

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