Civic Intelligence

Plumbers Welfare Fund Local 130 Ua

EIN 36-2141153 • 501(c)9 • Chicago, IL

Profile

To provide health benefits to plan participants.

1340 West Washington BoulevardChicago, IL 60607

www.plumberslu130ua.org

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Net Margin

18th percentile

-5.1%

Higher net margin than 18% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$462,248

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Asset Growth

31st percentile

1.1%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

3.8%

Faster revenue growth than 39% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$176,043,040

Up $1,914,354 (+1.1%) from 2024

Liabilities

Down

$253,869

Down $65,797 (-21%) from 2024

Net Assets

Up

$175,789,171

Up $1,980,151 (+1.1%) from 2024

Operations
Liabilities / Revenue26th percentileNet Margin18th percentile

Revenue

Up

$92,550,851

Up $3,430,615 (+3.8%) from 2024

Expenses

Up

$97,293,205

Up $4,771,358 (+5.2%) from 2024

Net Income

Down

-$4,742,354

Down $1,340,743 (-39%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$200M$150M$100M$50M$0Assets 2010: $91,041,416Liabilities 2010: $4,844,171Net Assets 2010: $86,197,2452010Assets 2011: $99,115,000Liabilities 2011: $5,722,201Net Assets 2011: $93,392,7992011Assets 2012: $94,872,611Liabilities 2012: $4,831,532Net Assets 2012: $90,041,0792012Assets 2013: $104,071,691Liabilities 2013: $5,557,400Net Assets 2013: $98,514,2912013Assets 2014: $134,337,276Liabilities 2014: $502,785Net Assets 2014: $133,834,4912014Assets 2015: $141,167,413Liabilities 2015: $272,330Net Assets 2015: $140,895,0832015Assets 2016: $144,123,095Liabilities 2016: $286,083Net Assets 2016: $143,837,0122016Assets 2017: $157,196,201Liabilities 2017: $289,330Net Assets 2017: $156,906,8712017Assets 2018: $164,870,507Liabilities 2018: $362,158Net Assets 2018: $164,508,3492018Assets 2019: $166,388,473Liabilities 2019: $606,333Net Assets 2019: $165,782,1402019Assets 2020: $175,855,040Liabilities 2020: $372,481Net Assets 2020: $175,482,5592020Assets 2021: $188,760,181Liabilities 2021: $326,764Net Assets 2021: $188,433,4172021Assets 2022: $169,410,455Liabilities 2022: $467,179Net Assets 2022: $168,943,2762022Assets 2023: $166,049,818Liabilities 2023: $234,948Net Assets 2023: $165,814,8702023Assets 2024: $174,128,686Liabilities 2024: $319,666Net Assets 2024: $173,809,0202024Assets 2025: $176,043,040Liabilities 2025: $253,869Net Assets 2025: $175,789,1712025

Highlighted filing

2025

Assets$176,043,040
Liabilities$253,869
Net Assets$175,789,171
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

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

$100M$50M$0-$50MExpenses 2010: $43,232,8252010Expenses 2011: $40,745,6152011Expenses 2012: $44,874,3772012Expenses 2013: $44,545,7332013Revenue 2014: $46,092,364Expenses 2014: $48,313,859Net Income 2014: -$2,221,4952014Revenue 2015: $62,975,114Expenses 2015: $57,899,325Net Income 2015: $5,075,7892015Revenue 2016: $63,815,195Expenses 2016: $60,745,434Net Income 2016: $3,069,7612016Revenue 2017: $67,273,778Expenses 2017: $62,305,876Net Income 2017: $4,967,9022017Revenue 2018: $69,844,158Expenses 2018: $68,728,956Net Income 2018: $1,115,2022018Revenue 2019: $72,923,845Expenses 2019: $76,172,034Net Income 2019: -$3,248,1892019Revenue 2020: $73,183,740Expenses 2020: $71,874,630Net Income 2020: $1,309,1102020Revenue 2021: $79,806,409Expenses 2021: $83,615,347Net Income 2021: -$3,808,9382021Revenue 2022: $79,585,968Expenses 2022: $83,670,056Net Income 2022: -$4,084,0882022Revenue 2023: $83,129,901Expenses 2023: $84,549,391Net Income 2023: -$1,419,4902023Revenue 2024: $89,120,236Expenses 2024: $92,521,847Net Income 2024: -$3,401,6112024Revenue 2025: $92,550,851Expenses 2025: $97,293,205Net Income 2025: -$4,742,3542025

Highlighted filing

2025

Revenue$92,550,851
Expenses$97,293,205
Net Income-$4,742,354
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$176,043,040
Liabilities
$253,869
Net assets
$175,789,171
Revenue
$92,550,851
Expenses
$97,293,205
Net income
-$4,742,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$176$0.25$176$92.6$97.3$4.74
2024Detailed filing. Detailed filing data is available for this year.$174$0.32$174$89.1$92.5$3.40
2023Detailed filing. Detailed filing data is available for this year.$166$0.23$166$83.1$84.5$1.42
2022Detailed filing. Detailed filing data is available for this year.$169$0.47$169$79.6$83.7$4.08
2021Detailed filing. Detailed filing data is available for this year.$189$0.33$188$79.8$83.6$3.81
2020Detailed filing. Detailed filing data is available for this year.$176$0.37$175$73.2$71.9$1.31
2019Detailed filing. Detailed filing data is available for this year.$166$0.61$166$72.9$76.2$3.25
2018Detailed filing. Detailed filing data is available for this year.$165$0.36$165$69.8$68.7$1.12
2017Detailed filing. Detailed filing data is available for this year.$157$0.29$157$67.3$62.3$4.97
2016Detailed filing. Detailed filing data is available for this year.$144$0.29$144$63.8$60.7$3.07
2015Detailed filing. Detailed filing data is available for this year.$141$0.27$141$63.0$57.9$5.08
2014Detailed filing. Detailed filing data is available for this year.$134$0.50$134$46.1$48.3$2.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$5.56$98.5$44.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.9$4.83$90.0$44.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$99.1$5.72$93.4$40.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.0$4.84$86.2$43.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Mar 16, 2026
Return Version
2024v5.5
Gross Receipts
$132,837,914
Mission and Program Overview

Mission

To provide health benefits to plan participants.

To provide health benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$173,809,020$175,789,171▲ $1,980,151
Investments Other Securities$73,645,223$78,876,749▲ $5,231,526
Investments in Publicly Traded Securities$84,098,749$78,750,919▼ $5,347,830
Accounts Receivable$10,077,354$11,935,071▲ $1,857,717
Savings and Temporary Cash Investments$2,803,154$4,302,660▲ $1,499,506
Land, Buildings, and Equipment, Net$2,633,830$1,140,915▼ $1,492,915
Other Notes and Loans Receivable, Net$90,797$359,607▲ $268,810
Cash and Non-Interest-Bearing Accounts$314,060$163,490▼ $150,570
Prepaid Expenses and Deferred Charges$49,369$97,479▲ $48,110
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$174,128,686$176,043,040▲ $1,914,354
Other Assets Total$416,150$416,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$310,731$245,212▼ $65,519
Other Liabilities$8,935$8,657▼ $278
Total Liabilities$319,666$253,869▼ $65,797
Net Assets / Fund Balance
Total Net Assets Fund Balance$173,809,020$175,789,171▲ $1,980,151
Total Liabilities and Net Assets / Fund Balance$174,128,686$176,043,040▲ $1,914,354

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$952,998$5,018,394$5,971,392
Equipment$169,338$393,871$563,209
Other Land Buildings$18,579$57,331$75,910
Other Securities$19,724,600--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph OhmFund AdministratorFT$303,103$85,728$388,831
Chris AnishField RepresentativeFT$134,820$82,485$217,305

Board Members and Trustees

NameTitle
James CoyneLabor Co-chairman
JAMES O'SULLIVANMgmt Co-chairman
Bart HolzhauserLabor Trustee
Jim MansfieldLabor Trustee
John HostyLabor Trustee
Joseph MondiaLabor Trustee
Michael SheaLabor Trustee
Patrick MccarthyLabor Trustee - New
Jennifer MacdonaldLabor Trustee - Past
Cliff BrucknerManagement Trustee
Kelly CastrogiovanniManagement Trustee
Paul AleckManagement Trustee
Rick KuhnManagement Trustee
Sara FletcherManagement Trustee
Sj PetersManagement Trustee - Alter

Highest Paid Contractors

ContractorServicesLocationCompensation
Marathon HealthHealth Clinic Administrator1300 W BELMONT AVE, Chicago, IL 60657$3,062,769
Union Eyes LLCEye Clinic Administrator1446 S MICHIGAN AVE SUITE B, Chicago, IL 60605$1,467,440
Legacy Professionals LLPAudit And Accounting4 WESTBROOK CORPORATE CENTER SUITE, Westchester, IL 60154$419,088
Gregorio Stec Klein & HoseAttorneyTWO N LASALLE STREET STE 1650, Chicago, IL 60602$356,150
Bridgeway Benefit TechnologiesSoftware Provider3000 S LENOLA RD, Maple Shade, NJ 08052$278,739
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$85,079,768
Investment Income
$7,190,169
Other Revenue
$280,914
Change in Net Assets
$-4,742,354

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,134,340
Revenue Not Reported on Financial Statements
$416,511
Revenue Not Reported on Form 990
$6,722,505
Total Revenue per Audited Statements
$98,856,845
Total Revenue per Form 990
$92,550,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,763,599
Salaries, Compensation, and Employee Benefits$528,858
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$95,000,748
Fees for Service Investment Mgmnt Fees---$416,511
Other Salaries and Wages---$201,155
Fees for Services Other---$170,181
Office Expenses---$136,642
Fees for Services Legal---$130,322
Pension Plan Contributions---$126,496
Information Technology---$120,367
Other Employee Benefits---$102,680
Current Officers, Directors, Trustees, and Key Employees---$75,843
Fees for Services Accounting---$57,989
Occupancy---$44,668
Depreciation Depletion---$37,394
Insurance---$36,517
Conferences and Meetings---$32,256
Other Expenses---$23,654
Payroll Taxes---$22,684
Total Functional Expenses$0$0$0$97,293,205

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$97,293,205
Expenses per Audited Statements$96,876,694
Total Expenses per Audited Statements$96,876,694
Expenses Not Reported on Financial Statements$416,511
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Withholdings Not Remitted at Y/e$8,657
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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 8B

“The organization has no committees that possess the authority to act on behalf of the governing body.”

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

“The form 990 is provided to the co-chairmen board of trustees and fund administrator prior to the filing. After their review and approval, the form is signed and filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request at the fund office.”

Form 990, Part VII, Secion A, Line 1B

“The organization's administrator and field rep are also the administrator and field rep of several other entities. Annually, reimbursements are exchanged between the organizations for each organizations allocated portion of their salary, fringe benefits, and taxes. The average hours per week reported on line 1a is the weekly amount dedicated to all entities.”

Filing and Contact Details

Filer

Filer Name
Plumbers Welfare Fund Local 130 Ua
EIN
36-2141153
Phone
3122265000
Address
1340 WEST WASHINGTON BOULEVARD, CHICAGO, IL 60607

Signing Officer

Name
James F Coyne
Title
Co-chairman
Phone
3122265000
Signed
2026-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James F Coyne
Formed
1950
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
0
Employees
122
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CENTER, WESTCHESTER, IL 60154
Preparer
Brandon Wolber
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 1B:

“The plan serves as a conduit to collect remittances on behalf of affiliated benefit funds and organizations. Such remittances are initially received through a lockbox arrangement and transferred into a segregated checking account held by the plan until disbursement to the affiliated entity is made.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan 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 tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 1,851 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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES COYNE
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN HOSTY
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM MANSFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL SHEA
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES O'SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm5CLIFF BRUCKNER
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IRS990/Form990PartVIISectionAGrp/PersonNm8BART HOLZHAUSER
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IRS990/Form990PartVIISectionAGrp/PersonNm10KELLY CASTROGIOVANNI
IRS990/Form990PartVIISectionAGrp/PersonNm11RICK KUHN
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IRS990/Form990PartVIISectionAGrp/TitleTxt2LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MGMT CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MANAGEMENT TRUSTEE - ALTER
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IRS990/Form990PartVIISectionAGrp/TitleTxt9LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13LABOR TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt14LABOR TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt15FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16FIELD REPRESENTATIVE
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05018394
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05971392
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08657
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS NOT REMITTED AT Y/E
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt147015228
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt25484837
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33285894
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt419724600
IRS990ScheduleD/OtherSecuritiesGrp/Desc0NIS HIGH YIELD FUND, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NIS INTERMEDIATE FIXED INCOME FUND, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2NIS TOTAL ABSOLUTE RETURN FUND, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3NIS PREFERRED STOCK FUND II, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4WASHINGTON CAPITAL REAL ASSET INCOME FUND LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F

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