Plumbers & Steamfitters Local Union #248 Health & Welfare Trust Fund
Lexington, Kentucky
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Very Good
How This Organization Compares
Compared to 22 peers in Unclassified with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $6,013,484↑6% | $5,933,933↑11% | $8,768,687↓1% | |
| 2022 | $5,680,014↑12% | $5,350,669↑19% | $8,830,490↓2% | — |
| 2021 | $5,087,959↓8% | $4,501,335↓6% | $8,990,385↑14% | — |
| 2020 | $5,542,710↓4% | $4,791,078↑1% | $7,866,125↑15% | — |
| 2019 | $5,792,184↑12% | $4,745,244↑11% | $6,838,756↑21% | — |
| 2018 | $5,166,455↑15% | $4,270,824↓4% | $5,632,764↑18% | — |
| 2017 | $4,501,493↓18% | $4,444,911↓5% | $4,788,769↑1% | — |
| 2016 | $5,463,928↓1% | $4,684,209↑12% | $4,739,630↑21% | — |
| 2015 | $5,496,614↑28% | $4,163,977↑29% | $3,904,305↑50% | — |
| 2014 | $4,301,853↑2% | $3,229,824↓8% | $2,598,595↑74% | — |
| 2013 | $4,212,319↑16% | $3,516,023↓8% | $1,493,674↑90% | — |
| 2012 | $3,627,969↑12% | $3,827,720↑2% | $784,094↓22% | — |
| 2011 | $3,246,160 | $3,759,751 | $1,002,978 | — |
Frequently Asked Questions
What does Plumbers & Steamfitters Local Union #248 Health & Welfare Trust Fund do?▼
Plumbers & Steamfitters Local Union #248 Health & Welfare Trust Fund is a unclassified nonprofit organization based in Kentucky. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Plumbers & Steamfitters Local Union #248 Health & Welfare Trust Fund financially healthy?▼
Based on our 9-metric Financial Health Score model, Plumbers & Steamfitters Local Union #248 Health & Welfare Trust Fund has a score of 78/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Plumbers & Steamfitters Local Union #248 Health & Welfare Trust Fund generate?▼
Plumbers & Steamfitters Local Union #248 Health & Welfare Trust Fund reports $7.2M in annual revenue and holds $11.0M in total assets, based on IRS filings.
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