Plumbers and Pipefitters Local Union No 421 Vacation Fund (EIN 113834795) - 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

2007

Legal Domicile

Phone

9542666322

Tax Period

2024-07-01 to 2025-06-30

Plumbers and Pipefitters Local Union No 421 Vacation Fund, founded in 2007, is a micro nonprofit in the Mutual Benefit sector that reported $20K in total revenue in fiscal year 2024. Revenue fell 99% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $64K, a strong 323% operating margin.

Mission

The Funds purpose is to collect contributions from participating employers and to provide vacation benefits to eligible participants under terms of various collective bargaining agreements between the various employers and the Plumbers and Pipefitters Local Union 421.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $19,893

Investment Income $0

Other Revenue $0

TOTAL REVENUE $19,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $-44,444

Other Expenses $20,038

TOTAL EXPENSES $-44,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,893	$2,650,630	-1.0%
Expenses	$-44,444	$2,650,630	-1.0%
Net Income	$64,337	N/A	N/A

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

N/A

Employees

N/A

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
Keith Batson	Trustee	001.00	Director	$0	$0	$0
Zane Gauldin	Chairman	001.00	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	$19,893	$-44,444	$104,302	$64,337
2024	$2,650,630	$2,650,630	$2,643,197	No data
2023	$1,191,090	$1,191,090	$1,213,124	No data
2022	$1,293,053	$1,293,053	$1,290,436	No data

Plumbers and Pipefitters Local Union No 421 Vacation Fund