PLUMBING & MECHANICAL CONTRACTORS ASSOC OF WESTCHESTER & PUTNAM COUNTIES (EIN 133418918) - 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

1986

Legal Domicile

Principal Officer

ROBERT COURTIEN

Tax Period

2023-01-01 to 2023-12-31

PLUMBING & MECHANICAL CONTRACTORS ASSOC OF WESTCHESTER & PUTNAM COUNTIES, founded in 1986, is a small nonprofit that reported $348K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $325K left a modest 7% surplus.

Mission

TO INTRODUCE NEW PROCEDURES, PROTECT AND IMPROVE EXISTING STANDARDS, GIVE TECHNICAL ASSISTANCE, EXPOSE FRAUDULENT AND MISLEADING ADVERTISING AND PROMOTE AND IMPROVE THE PLUMBING INDUSTRY.

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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 $349,327

Program Service Revenue $0

Investment Income $0

Other Revenue $-1,700

TOTAL REVENUE $347,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $324,867

TOTAL EXPENSES $324,867

Year-over-Year Comparison

	2023	2022	Change
Revenue	$347,627	$254,612	+0.4%
Expenses	$324,867	$266,380	+0.2%
Net Income	$22,760	$-11,768	-2.9%

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

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	Role	Reportable Comp	Other Comp	Total
ANDREW GRUNDMAN	Vice President	Officer Director	$0	$0	$0
ROBERT COURTIEN	President	Officer Director	$0	$0	$0
GRANT COPPOLA	SEC/TREAS	Officer Director	$0	$0	$0
MARK COURTIEN	Director	Director	$0	$0	$0
TIM WALL	Director	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
2024	No data	No data	No data	No data
2023	$347,627	$324,867	$102,148	$22,760
2022	$254,612	$266,380	$79,388	$-11,768
2021	$252,750	$266,394	$91,156	$-13,644
2020	$199,992	$219,720	$104,800	$-19,728
2019	$242,114	$241,356	$124,528	$758
2018	$218,129	$210,664	$123,770	$7,465

PLUMBING & MECHANICAL CONTRACTORS ASSOC OF WESTCHESTER & PUTNAM COUNTIES