OHIO STATE PLUMBERS & PIPEFITTERS HEALTH AND WELFARE FUND (EIN 237169770) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

JEFF WHITE

Phone

4124314710

Tax Period

2023-07-01 to 2024-06-30

OHIO STATE PLUMBERS & PIPEFITTERS HEALTH AND WELFARE FUND, founded in 1976, is a mid-sized nonprofit that reported $22.7M in total revenue in fiscal year 2023. The organization ran a surplus of $3.5M, a strong 16% operating margin.

Mission

PROVIDE MEDICAL, DISABILITY, VISION, AND LIFE INSURANCE BENEFITS TO ELIGIBLE UNION MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $21,116,379

Investment Income $343,863

Other Revenue $1,216,070

TOTAL REVENUE $22,676,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $513,814

TOTAL EXPENSES $19,145,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,676,312	$21,504,054	+0.1%
Expenses	$19,145,122	$17,403,839	+0.1%
Net Income	$3,531,190	$4,100,215	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF WHITE	UNION TRUSTEE	0.50	Director	$0	$0	$0
TIM ELY	UNION TRUSTEE	0.50	Director	$0	$0	$0
KEVIN WITUCKY	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
HEATH JOHNSON	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
CHAD WALKER	UNION TRUSTEE	0.50	Director	$0	$0	$0
DAN SHUMAN THRU 0923	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0
VALARIE POPE AS OF 0224	EMPLOYER TRUSTEE	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$22,676,312	$19,145,122	$50,753,409	$3,531,190
2023	$21,504,054	$17,403,839	$44,894,142	$4,100,215
2022	$22,623,023	$18,823,284	$38,867,987	$3,799,739
2021	$32,572,051	$26,886,835	$38,275,834	$5,685,216
2020	$21,694,700	$17,988,532	$34,567,514	$3,706,168
2019	$21,516,447	$16,397,034	$30,171,479	$5,119,413
2018	$21,341,882	$21,613,735	$24,238,934	$-271,853

OHIO STATE PLUMBERS & PIPEFITTERS HEALTH AND WELFARE FUND