PLUMBERS & STEAMFITTERS LOCAL 150 HEALTH AND WELFARE FUND (EIN 237040784) - 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

1968

Legal Domicile

Principal Officer

ROBERT G MOODY

Phone

6158590131

Tax Period

2024-01-01 to 2024-12-31

PLUMBERS & STEAMFITTERS LOCAL 150 HEALTH AND WELFARE FUND, founded in 1968, is a community nonprofit that reported $9.4M in total revenue in fiscal year 2024. Expenses of $8.8M left a modest 6% surplus.

Mission

THE PROVISION OF BENEFITS TO PARTICIPANTS.

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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 $9,084,421

Investment Income $126,166

Other Revenue $139,564

TOTAL REVENUE $9,350,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $664,644

TOTAL EXPENSES $8,808,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,350,151	$8,819,372	+0.1%
Expenses	$8,808,544	$9,291,752	-0.1%
Net Income	$541,607	$-472,380	-2.1%

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

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
JOHN BECKHAM	TRUSTEE	2.00	Director	$0	$0	$0
TIM JAMES	TRUSTEE	2.00	Director	$0	$0	$0
PAUL LOOPER	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT G MOODY	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ELLIOTT ROSS SMITH	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL WRIGHT	TRUSTEE	2.00	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
2024	$9,350,151	$8,808,544	$4,365,714	$541,607
2023	$8,819,372	$9,291,752	$3,823,797	$-472,380
2022	$8,657,343	$9,982,813	$4,402,834	$-1,325,470
2021	$10,517,997	$11,113,793	$6,353,856	$-595,796
2020	$11,036,472	$12,503,528	$7,948,771	$-1,467,056
2019	$12,505,269	$12,107,741	$9,403,708	$397,528
2018	$10,873,914	$10,784,643	$8,080,942	$89,271

PLUMBERS & STEAMFITTERS LOCAL 150 HEALTH AND WELFARE FUND