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Nonprofit · EIN 59-6134275

PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND

Tax-exempt · JACKSONVILLE, FL 32256

Financials

$6.8M$5.6M2023$8.4M$6.1M2024
Revenue Expenses · by fiscal year end
Financials of PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$8,423,563$6,052,174$2,371,389$17,341,414$118,373$17,223,041
December 31, 2023990$6,832,008$5,592,516$1,239,492$15,208,705$73,895$15,134,810
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$7,195,484
Investment income
$1,226,470
Net gain from sales of assets
$776,313
Other revenue
$1,609

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,664,080
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$23,759
Accounting fees
$24,436

Balance sheet and other

Total assets, start of year
$15,208,705
Total assets, end of year
$17,341,414
Total liabilities, end of year
$118,373
Net assets, end of year
$17,223,041
Publicly traded securities
$13,838,669
Gross receipts
$17,196,731
Employees
0
Volunteers
0
Year formed
1958
State of legal domicile
FL

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
RICHARD CRANKERTRUSTEE
Trustee or director
2$0$126,249$66,313
KARLA O'BERRY-BOATRIGHTTRUSTEE
Trustee or director
2$0$124,357$65,840
MARK VIGGIANOTRUSTEE
Trustee or director
2$0$94,022$54,522
DAVID DERBYSHIRETRUSTEE
Trustee or director
2$0$0$0
JEROMY HARRISTRUSTEE
Trustee or director
2$0$0$0
DAVID BUSHEATRUSTEE
Trustee or director
2$0$0$0
CRAIG CALLEYTRUSTEE
Trustee or director
2$0$0$0
PAUL MORSETRUSTEE
Trustee or director
2$0$0$0
CLIFFORD MAYTRUSTEE - PAST
Trustee or director
2$0$0$0
STEVEN MATTHEWSTRUSTEE - PAST
Trustee or director
2$0$0$0
ERIC ACKERMANTRUSTEE - PAST
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
RICHARD CRANKERTRUSTEE
Trustee or director
2$0$117,259$63,718
KARLA BOATRIGHTTRUSTEE
Trustee or director
2$0$115,442$63,264
CLIFFORD MAYTRUSTEE
Trustee or director
2$0$0$0
STEVEN MATTHEWTRUSTEE
Trustee or director
2$0$0$0
MICHAEL COMBERTRUSTEE - PAST
Trustee or director
2$0$0$0
DAVID BUSHEATRUSTEE
Trustee or director
2$0$0$0
CRAIG CALLEYTRUSTEE
Trustee or director
2$0$0$0
ERIC ACKERMANTRUSTEE
Trustee or director
2$0$0$0
TOM MCLAINTRUSTEE - PAST
Trustee or director
2$0$0$0
JEROMY HARRISTRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
8657 BAYPINE ROAD BLDG 5, JACKSONVILLE, FL 32256-8634
In care of
% NEBA INC
Principal officer (990 for 2024)
KARLA O'BERRY-BOATWRIGHT, 8657 BAYPINE ROAD BLDG 5, JACKSONVILLE, FL 32256
Signed the 990
KARLA O'BERRY-BOATWRIGHT, TRUSTEE
Phone
(954) 266-6322
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

TO PROVIDE HEALTH BENEFITS

990 for the year ended December 31, 2024

Program accomplishments

  • THE FUND PROVIDES HEALTH, VISION, DENTAL AND DEATH BENEFITS TO ELIGIBLE 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
59-6134275
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1960
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$17,341,414
Income (IRS master file)
$17,196,731

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$8,423,563$6,052,174$17,341,414IRS
990December 2023$6,832,008$5,592,516$15,208,705XML
990December 2022$5,693,021$4,909,341$13,144,692IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 59-6134275).

Questions about PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND

What is the EIN of PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND?
The employer identification number (EIN) of PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND is 59-6134275.
Is PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
Are donations to PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PLUMBERS AND PIPEFITTERS LOCAL 123 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 AND PIPEFITTERS LOCAL 123 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 PLUMBERS AND PIPEFITTERS LOCAL 123 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 PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND?
The 990 for the year ended December 31, 2024 names KARLA O'BERRY-BOATWRIGHT.
Who are the officers and directors of PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $8,423,563, expenses of $6,052,174 and total assets of $17,341,414 at year end.

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