PLUMBERS LU 690 VACATION FUND (EIN 232085471) - 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

1969

Legal Domicile

Principal Officer

KEVIN F DEAN

Phone

2156776900

Tax Period

2024-05-01 to 2025-04-30

PLUMBERS LU 690 VACATION FUND, founded in 1969, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2024. Expenses of $3.8M left a modest 4% surplus.

Mission

THE FUND, THROUGH COLLECTION AND DISBURSEMENT OF PAYROLL DEDUCTIONS, CARRIES OUT ITS EXEMPT PURPOSE, WHICH IS TO PROVIDE FUNDS FOR VACATIONS FOR JOURNEYMEN, PLUMBERS, AND APPRENTICES THROUGH THE WITHHOLDING OF A PORTION OF THEIR WAGES.

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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 $3,891,083

Investment Income $33,461

Other Revenue $1,054

TOTAL REVENUE $3,925,598

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,430

TOTAL EXPENSES $3,757,044

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,925,598	$3,775,357	+0.0%
Expenses	$3,757,044	$3,908,228	0.0%
Net Income	$168,554	$-132,871	-2.3%

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

$713,843

Total Directors

$1,051,821

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE C PEGRAM	CO-CHAIRMAN	1.00	Director	$0	$155,787	$398,045
JAMES DOUGHERTY	CO-CHAIRMAN	1.00	Director	$0	$0	$0
HERMAN GOLDNER	TRUSTEE	1.00	Director	$0	$0	$0
WALTER KRZYZANOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
P DARBY DOYLE	TRUSTEE	1.00	Director	$0	$130,177	$308,442
THOMAS P GOLDEN	TRUSTEE	1.00	Director	$0	$140,729	$345,334
KEVIN F DEAN	ADMINISTRATOR/FIELD REPRES	1.00	Officer	$0	$167,501	$375,219
PATRICK CROWTHER	FIELD REPRESENTATIVE	1.00	Officer	$0	$155,127	$338,624

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	$3,925,598	$3,757,044	$1,707,830	$168,554
2024	$3,775,357	$3,908,228	$1,553,306	$-132,871
2023	$3,866,899	$3,729,910	$1,671,607	$136,989
2022	$3,581,225	$3,402,797	$1,541,628	$178,428
2021	$3,184,491	$3,120,790	$1,363,709	$63,701
2020	$3,538,443	$3,686,083	$1,296,273	$-147,640
2019	$3,472,311	$3,262,989	$1,449,700	$209,322
2018	$2,972,043	$2,711,212	$1,236,371	$260,831

PLUMBERS LU 690 VACATION FUND