ZUnclassifiedEIN: 237069361· Ruling Year: 1970

Plumbers & Steamfitters Local Union 452 Health & Welfare Tr Fund

Lexington, Kentucky

B+Health Score
70B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.60×
Peer Median15.40×
💰
$6.9M
Total Revenue
📊
$6.7M
Total Expenses
🏦
$4.0M
Net Assets
📋
$81K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+13.1%
Year-over-year change (2022 → 2023)
Net Margin
+2.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.60
Net assets divided by total expenses
Liabilities-to-Assets
2.0%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$6,897,15913%$6,747,49212%$4,129,2125%
2022$6,100,8704%$6,017,814$3,934,0296%
2021$5,844,5351%$6,023,6353%$4,191,5601%
2020$5,903,124$5,869,4552%$4,145,7214%
2019$5,882,10310%$5,763,62820%$3,972,7097%
2018$5,364,1213%$7,177,06725%$3,700,35932%
2017$5,521,6311%$5,734,2905%$5,477,9283%
2016$5,459,4163%$5,456,5982%$5,656,9084%
2015$5,314,05423%$5,334,06965%$5,873,3272%
2014$4,334,25917%$3,224,43212%$5,966,75731%
2013$3,697,3391%$3,674,6924%$4,542,2141%
2012$3,733,85216%$3,532,47112%$4,507,7875%
2011$3,224,10111%$3,158,2643%$4,299,8379%
2010$2,895,570$3,080,710$3,947,381

Frequently Asked Questions

What does Plumbers & Steamfitters Local Union 452 Health & Welfare Tr Fund do?

Plumbers & Steamfitters Local Union 452 Health & Welfare Tr 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 452 Health & Welfare Tr Fund financially healthy?

Based on our 9-metric Financial Health Score model, Plumbers & Steamfitters Local Union 452 Health & Welfare Tr Fund has a score of 70/100 (Grade: B+). 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 452 Health & Welfare Tr Fund generate?

Plumbers & Steamfitters Local Union 452 Health & Welfare Tr Fund reports $7.7M in annual revenue and holds $4.8M in total assets, based on IRS filings.

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