Nonprofit · EIN 42-0930021
PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE
Tax-exempt · DES MOINES, IA 50321
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $32,488,264 | $25,252,612 | $7,235,652 | $97,950,742 | $36,385,174 | $61,565,568 |
| December 31, 2023 | 990 | $26,511,736 | $21,402,210 | $5,109,526 | $87,390,729 | $31,860,684 | $55,530,045 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $24,747,205
- Investment income
- $7,252,081
- Net gain from sales of assets
- $4,874,288
- Other revenue
- $488,978
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $23,817,891
- Other salaries and wages
- $513,493
- Salaries, compensation and benefits (total)
- $729,791
- Professional fundraising fees
- $0
- Legal fees
- $210,761
- Accounting fees
- $39,238
- Occupancy
- $26,180
- Depreciation
- $13,977
Balance sheet and other
- Total assets, start of year
- $87,390,729
- Total assets, end of year
- $97,950,742
- Total liabilities, end of year
- $36,385,174
- Net assets, end of year
- $61,565,568
- Land, buildings and equipment
- $36,214
- Publicly traded securities
- $48,071,378
- Net assets without donor restrictions
- $61,565,568
- Gross receipts
- $37,867,987
- Employees
- 8
- Year formed
- 1977
- State of legal domicile
- IA
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 | Other / benefits |
|---|---|---|---|---|
| JAMA BARBOUR | CHIEF OPER O Highest-paid employee | 50 | $165,000 | $55,740 |
| CURT BAKER | TRUSTEE, SEC Trustee or director, Officer | 1 | $0 | $0 |
| GRANT HJORTSHOJ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM KECK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG KUMM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRAD MEYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDY ROBERTS | TRUSTEE, CHA Trustee or director, Officer | 1 | $0 | $0 |
| SCOT STOLTENBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RYAN WIERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMA BARBOUR | CHIEF OPER O Highest-paid employee | 50 | $165,231 | $54,990 |
| CURT BAKER | TRUSTEE, SEC Trustee or director, Officer | 1 | $0 | $0 |
| GRANT HJORTSHOJ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM KECK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG KUMM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRAD MEYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDY ROBERTS | TRUSTEE, CHA Trustee or director, Officer | 1 | $0 | $0 |
| SCOT STOLTENBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RYAN WIERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2501 BELL AVE, DES MOINES, IA 50321-1118
- Principal officer (990 for 2024)
- ANDY ROBERTS, 2501 BELL AVENUE, DES MOINES, IA 50321
- Signed the 990
- ANDY ROBERTS, TRUSTEE, CHAIRMAN
- Phone
- (515) 243-3246
- Return prepared by
- DEBOER & ASSOCIATES PC
Mission
THE PLAN AND TRUST WERE ESTABLISHED TO PROVIDE MEDICAL, DENTAL, SHORT-TERM DISABILITY BENEFITS, PRESCRIPTIONS, AND DEATH BENEFITS TO COLLECTIVELY BARGAINED UNION PLUMBERS & STEAMFITTERS IN CENTRAL & NORTHERN IOWA.
Program accomplishments
- TO PROVIDE HEALTH CARE BENEFITS TO QUALIFIED PARTICIPANTS AND DEPENDENTS IN THE CENTRAL AND NORTHERN IOWA PLUMBING INDUSTRY.
- TO PROVIDE SHORT-TERM DISABILITY PAYMENTS TO QUALIFIED PARTICIPANTS
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
- 42-0930021
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $97,950,742
- Income (IRS master file)
- $37,867,987
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $32,488,264 | $25,252,612 | $97,950,742 | XML |
| 990 | December 2023 | $26,511,736 | $21,402,210 | $87,390,729 | XML |
| 990 | December 2022 | $23,289,561 | $18,151,994 | $73,779,183 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 42-0930021).
Questions about PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE
- What is the EIN of PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE?
- The employer identification number (EIN) of PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE is 42-0930021.
- Is PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1977.
- Are donations to PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE 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 H & W TRUST IOWA STATE BANK TTEE 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 PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE 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 PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE?
- The 990 for the year ended December 31, 2024 names ANDY ROBERTS.
- Who are the officers and directors of PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $165,000 (JAMA BARBOUR, CHIEF OPER O).
- How much revenue does PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $32,488,264, expenses of $25,252,612 and total assets of $97,950,742 at year end.
Other nonprofits in DES MOINES
- WELLS FARGO & COMPANY EMPLOYEE BENEFIT TRUST EIN 41-1340042 · last filed 990 for 2024
- CENTRAL IOWA HOSPITAL CORPORATION EIN 42-0680452 · last filed 990 for 2024
- CATHOLIC HEALTH INITIATIVES-IOWA CORP EIN 42-0680448 · last filed 990 for 2025
- DRAKE UNIVERSITY EIN 42-0680460 · last filed 990 for 2025
- COMMUNITY FDN OF GREATER DES MOINES EIN 42-6139033 · last filed 990 for 2024
- WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST EIN 84-1749555 · last filed 990 for 2025
- THE PRINCIPAL TRUST FOR HEALTH BENS FOR EES AND NON-MEDICARE ELIG RETS EIN 42-1364494 · last filed 990 for 2024
- GRAND VIEW UNIVERSITY EIN 42-0681049 · last filed 990 for 2025