PLUMBERS & PIPEFITTERS LU 633 EDUC & TRAIN TR FUND (EIN 237190947) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Principal Officer

NEAL HURM

Phone

2706831587

Tax Period

2024-07-01 to 2025-06-30

PLUMBERS & PIPEFITTERS LU 633 EDUC & TRAIN TR FUND, founded in 1972, is a small nonprofit that reported $197K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Net assets of $663K represent 40 months of operating reserves.

Mission

TRAINING OF PLUMBERS AND PIPEFITTERS; CONDUCT SUBSTANCE ABUSE TESTING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $178,608

Investment Income $18,491

Other Revenue $0

TOTAL REVENUE $197,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,127

Fundraising Expenses $0

Other Expenses $108,589

TOTAL EXPENSES $192,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,099	$329,580	-0.4%
Expenses	$192,716	$190,461	+0.0%
Net Income	$4,383	$139,119	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$25,851

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB PUCKETT	TRANING COOR	15.00	Director	$24,087	$0	$24,087
MARK WAGNER	UNION TRUSTE	2.00	Director	$1,764	$0	$1,764
NEAL HURM	BUSINESS MAN	N/A	Director	$0	$0	$0
ERNEST CARTER III	MANAGEMENT T	N/A	Director	$0	$0	$0
CHUCK THOMPSON	MANAGEMENT T	N/A	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	$197,099	$192,716	$664,807	$4,383
2024	$329,580	$190,461	$659,052	$139,119
2023	$273,946	$176,152	$521,212	$97,794
2022	$153,458	$138,687	$421,982	$14,771
2021	$145,428	$137,405	$407,055	$8,023
2020	$137,927	$168,625	$398,627	$-30,698
2019	$230,905	$188,371	$430,015	$42,534
2018	$194,083	$214,839	$389,843	$-20,756

PLUMBERS & PIPEFITTERS LU 633 EDUC & TRAIN TR FUND