Civic Intelligence

Plumbers and Pipefitters Local 9 Welfare

EIN 22-2193446 • 501(c)9 • West Trenton, NJ

Profile

Provide group health benefits for eligible participants and their qualified dependents.

830 Bear Tavern Road PO Box 1028West Trenton, NJ 08628

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.11x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.12x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

40th percentile

2.2%

Higher net margin than 40% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

1.1%

Faster asset growth than 28% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

9.9%

Faster revenue growth than 59% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$43,665,300

Up $4,648,749 (+12%) from 2024

Liabilities

Up

$4,812,441

Up $780,553 (+19%) from 2024

Net Assets

Up

$38,852,859

Up $3,868,196 (+11%) from 2024

Operations
Liabilities / Revenue68th percentileNet Margin40th percentile

Revenue

Up

$34,452,285

Up $1,350,206 (+4.1%) from 2024

Expenses

Up

$31,408,172

Up $3,738,684 (+14%) from 2024

Net Income

Down

$3,044,113

Down $2,388,478 (-44%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $10,809,219Liabilities 2010: $2,077,016Net Assets 2010: $8,732,2032010Assets 2011: $9,432,170Liabilities 2011: $2,265,860Net Assets 2011: $7,166,3102011Assets 2012: $8,474,220Liabilities 2012: $2,177,761Net Assets 2012: $6,296,4592012Assets 2013: $6,940,503Liabilities 2013: $2,136,589Net Assets 2013: $4,803,9142013Assets 2014: $12,226,901Liabilities 2014: $2,054,248Net Assets 2014: $10,172,6532014Assets 2015: $18,789,314Liabilities 2015: $2,053,173Net Assets 2015: $16,736,1412015Assets 2016: $23,092,937Liabilities 2016: $2,262,736Net Assets 2016: $20,830,2012016Assets 2017: $25,256,805Liabilities 2017: $2,558,579Net Assets 2017: $22,698,2262017Assets 2018: $28,257,850Liabilities 2018: $3,333,663Net Assets 2018: $24,924,1872018Assets 2019: $30,511,723Liabilities 2019: $2,847,236Net Assets 2019: $27,664,4872019Assets 2020: $35,249,470Liabilities 2020: $3,326,426Net Assets 2020: $31,923,0442020Assets 2021: $33,621,084Liabilities 2021: $3,824,454Net Assets 2021: $29,796,6302021Assets 2022: $32,816,826Liabilities 2022: $3,149,761Net Assets 2022: $29,667,0652022Assets 2023: $33,170,398Liabilities 2023: $3,618,326Net Assets 2023: $29,552,0722023Assets 2024: $39,016,551Liabilities 2024: $4,031,888Net Assets 2024: $34,984,6632024Assets 2025: $43,665,300Liabilities 2025: $4,812,441Net Assets 2025: $38,852,8592025

Highlighted filing

2025

Assets$43,665,300
Liabilities$4,812,441
Net Assets$38,852,859
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $25,610,2162010Expenses 2011: $22,202,6662011Expenses 2012: $22,054,8782012Expenses 2013: $21,604,3132013Revenue 2014: $22,370,696Expenses 2014: $17,006,011Net Income 2014: $5,364,6852014Revenue 2015: $25,706,886Expenses 2015: $19,174,797Net Income 2015: $6,532,0892015Revenue 2016: $25,315,455Expenses 2016: $21,163,808Net Income 2016: $4,151,6472016Revenue 2017: $25,728,775Expenses 2017: $23,832,720Net Income 2017: $1,896,0552017Revenue 2018: $27,023,721Expenses 2018: $23,136,090Net Income 2018: $3,887,6312018Revenue 2019: $25,038,400Expenses 2019: $22,931,771Net Income 2019: $2,106,6292019Revenue 2020: $25,961,089Expenses 2020: $22,484,955Net Income 2020: $3,476,1342020Revenue 2021: $22,800,627Expenses 2021: $25,098,746Net Income 2021: -$2,298,1192021Revenue 2022: $27,003,404Expenses 2022: $25,138,803Net Income 2022: $1,864,6012022Revenue 2023: $29,668,428Expenses 2023: $29,022,720Net Income 2023: $645,7082023Revenue 2024: $33,102,079Expenses 2024: $27,669,488Net Income 2024: $5,432,5912024Revenue 2025: $34,452,285Expenses 2025: $31,408,172Net Income 2025: $3,044,1132025

Highlighted filing

2025

Revenue$34,452,285
Expenses$31,408,172
Net Income$3,044,113
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,665,300
Liabilities
$4,812,441
Net assets
$38,852,859
Revenue
$34,452,285
Expenses
$31,408,172
Net income
$3,044,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.7$4.81$38.9$34.5$31.4$3.04
2024Detailed filing. Detailed filing data is available for this year.$39.0$4.03$35.0$33.1$27.7$5.43
2023Detailed filing. Detailed filing data is available for this year.$33.2$3.62$29.6$29.7$29.0$0.65
2022Detailed filing. Detailed filing data is available for this year.$32.8$3.15$29.7$27.0$25.1$1.86
2021Detailed filing. Detailed filing data is available for this year.$33.6$3.82$29.8$22.8$25.1$2.30
2020Detailed filing. Detailed filing data is available for this year.$35.2$3.33$31.9$26.0$22.5$3.48
2019Detailed filing. Detailed filing data is available for this year.$30.5$2.85$27.7$25.0$22.9$2.11
2018Detailed filing. Detailed filing data is available for this year.$28.3$3.33$24.9$27.0$23.1$3.89
2017Detailed filing. Detailed filing data is available for this year.$25.3$2.56$22.7$25.7$23.8$1.90
2016Detailed filing. Detailed filing data is available for this year.$23.1$2.26$20.8$25.3$21.2$4.15
2015Detailed filing. Detailed filing data is available for this year.$18.8$2.05$16.7$25.7$19.2$6.53
2014Detailed filing. Detailed filing data is available for this year.$12.2$2.05$10.2$22.4$17.0$5.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$2.14$4.80$21.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.47$2.18$6.30$22.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.43$2.27$7.17$22.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$2.08$8.73$25.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 27, 2026
Return Version
2024v5.2
Gross Receipts
$34,452,285
Mission and Program Overview

Mission

Provide group health benefits for eligible participants

Provide group health benefits for eligible participants and their qualified dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$34,984,663$38,852,859▲ $3,868,196
Investments Other Securities$30,730,542$36,119,488▲ $5,388,946
Accounts Receivable$3,032,017$4,382,291▲ $1,350,274
Savings and Temporary Cash Investments$4,488,879$2,320,273▼ $2,168,606
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$39,016,551$43,665,300▲ $4,648,749
Other Assets Total$765,113$843,248▲ $78,135
Liabilities
Other Liabilities$2,549,958$3,123,658▲ $573,700
Accounts Payable and Accrued Expenses$1,481,930$1,688,783▲ $206,853
Total Liabilities$4,031,888$4,812,441▲ $780,553
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,984,663$38,852,859▲ $3,868,196
Total Liabilities and Net Assets / Fund Balance$39,016,551$43,665,300▲ $4,648,749
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Charles GelosoTrustee$1,706$1,706
Thomas F Panconi JrTrustee$1,706$1,706
Charles Whalen IiiTrustee$1,582$1,582

Board Members and Trustees

NameTitle
Daniel ReuterTrustee
David StrobinoTrustee
Justin MaloneyTrustee
Michael TranbergTrustee
Nicholas SapnarTrustee
Patrick ScharnitzTrustee
Phillip PetilloTrustee
Robert J Breyta JrTrustee
Vincent Spiezio IiiTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Horizon Healthcare Services IncClaims Processing3 Penn Plaza East PP-04V, Newark, NJ 07105$774,376
I E Shaffer & CoThird-party Administrator830 Bear Tavern Rd PO Box 1028, West Trenton, NJ 08628$720,666
Empower Annuity Insurance CompanyContract Administrator8515 E Orchard Road, Greenwood Village, CO 80111$121,320
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,993,100
Investment Income
$1,459,185
Other Revenue
$0
Change in Net Assets
$3,044,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,330,965
Revenue Not Reported on Financial Statements
$121,320
Revenue Not Reported on Form 990
$824,083
Total Revenue per Audited Statements
$35,155,048
Total Revenue per Form 990
$34,452,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,026,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$30,381,895--$30,381,895
Fees for Services Management-$720,666-$720,666
Fees for Service Investment Mgmnt Fees-$121,320-$121,320
Fees for Services Legal-$58,611-$58,611
Fees for Services Accounting-$48,718-$48,718
Office Expenses-$37,736-$37,736
Conferences and Meetings-$13,383-$13,383
Fees for Services Other-$11,753-$11,753
Other Expenses-$8,756-$8,756
Insurance-$5,334-$5,334
Total Functional Expenses$30,381,895$1,026,277$0$31,408,172

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$31,408,172
Expenses per Audited Statements$30,713,152
Total Expenses per Audited Statements$30,713,152
Expenses Not Reported on Financial Statements$695,020
Other Expense Adjustments$573,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Health Claims Payable$3,123,658
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Charles whalen iii, patrick scharnitz and michael tranberg are employees of plumbers local union 9.”

Form 990, Part VI, Section B, Line 11B

“A copy of the return is provided to each trustee for their review and comment prior to it's submission.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are made available upon request or may be examined at the address of the plan.”

Filing and Contact Details

Filer

Filer Name
Plumbers and Pipefitters Local 9 Welfare
EIN
22-2193446
Phone
6097181323
Address
830 BEAR TAVERN ROAD PO BOX 1028, WEST TRENTON, NJ 08628

Signing Officer

Name
Jonathan D Levine
Title
Administrator
Signed
2026-02-27
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
Nj
Voting Board Members
12
Independent Board Members
12
Employees
35

Preparer

Firm
David a Gerson CPA & Associates Pc
Address
201 W PASSAIC ST STE 405, ROCHELLE PARK, NJ 07662
Preparer
David A Gerson
Phone
2018430444
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Accrued health claims - current year $3123658 accrued health claims - prior year $-2549958”

Raw XML AppendixShowing 400 of 512 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK SCHARNITZ
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES GELOSO
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS F PANCONI JR
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IRS990/Form990PartVIISectionAGrp/PersonNm5DANIEL REUTER
IRS990/Form990PartVIISectionAGrp/PersonNm6VINCENT SPIEZIO III
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IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID STROBINO
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCRUED HEALTH CLAIMS - CURRENT YEAR $3123658 ACCRUED HEALTH CLAIMS - PRIOR YEAR $-2549958
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL TRANBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PATRICK SCHARNITZ
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARLES WHALEN III, PATRICK SCHARNITZ AND MICHAEL TRANBERG ARE EMPLOYEES OF PLUMBERS LOCAL UNION 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE RETURN IS PROVIDED TO EACH TRUSTEE FOR THEIR REVIEW AND COMMENT PRIOR TO IT'S SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PLUMBERS LOCAL 9 EDUCATION FUND
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