PLUMBERS & STEAMFITTERS LOCAL 73 JOINT JOURNEYMEN & APPRENTICE TRAINING FUND (EIN 237269661) - 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

1979

Legal Domicile

Principal Officer

ERIC SAUNDERS

Phone

3153434037

Tax Period

2019-07-01 to 2020-06-30

PLUMBERS & STEAMFITTERS LOCAL 73 JOINT JOURNEYMEN & APPRENTICE TRAINING FUND, founded in 1979, is a small nonprofit that reported $366K in total revenue in fiscal year 2019. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $62K, a strong 17% operating margin.

Mission

PROVIDE NECESSARY TRAINING BENEFITS TO THE MEMBERS OF THE PLUMBERS AND STEAMFITTERS LOCAL 73

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $365,870

Investment Income $0

Other Revenue $0

TOTAL REVENUE $365,870

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,416

Fundraising Expenses $0

Program Expenses $287,556

Other Expenses $121,844

TOTAL EXPENSES $304,260

Year-over-Year Comparison

	2019	2018	Change
Revenue	$365,870	$331,718	+0.1%
Expenses	$304,260	$341,348	-0.1%
Net Income	$61,610	$-9,630	-7.4%

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

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

$263,427

Total Directors

$470,450

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK J CARROLL RESIGNED	TRUSTEE	1.00	Officer Director	$0	$75,071	$167,101
THOMAS HOPSICKER	TRUSTEE	1.00	Director	$0	$0	$0
FREDERICK J VOLKOMER II	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL CULETON	TRUSTEE	1.00	Director	$0	$0	$0
ERIC SAUNDERS	TRUSTEE	1.00	Director	$0	$71,717	$152,570
MARC STEVENS RESIGNED	TRUSTEE	1.00	Director	$0	$71,304	$150,779
SHAWN LOWER	DIRECTOR	40.00	Officer	$74,072	$22,254	$96,326

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
2020	$365,870	$304,260	$192,230	$61,610
2020	$197,199	$209,309	No data	$-12,110
2019	$331,718	$341,348	$128,638	$-9,630

PLUMBERS & STEAMFITTERS LOCAL 73 JOINT JOURNEYMEN & APPRENTICE TRAINING FUND