PLUMBERS & STEAMFITTERS 577 JATC TRUST FUND (EIN 237358670) - 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

2009

Legal Domicile

Principal Officer

KENNETH R BAILEY

Phone

7403576631

Tax Period

2023-01-01 to 2023-12-31

Mission

APPRENTICESHIP TRAINING AND JOB RELATED TRAINING PROGRAMS ARE PROVIDED FOR EMPLOYEES EMPLOYED BY MEMBERS OF THE EMPLOYER ASSOCIATION AND OTHERS PARTICIPATING EMPLOYERS SUBJECT TO THE COLLECTIVE BARGAINING AGREEMENT.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$980,572	-1.0%
Expenses	N/A	$734,006	-1.0%
Net Income	N/A	$246,566	N/A

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
KENNETH R BAILEY	COORDINATOR	N/A	Director	$0	$0	$0
SCOTT BENDER	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT COLE	TRUSTEE	N/A	Director	$0	$0	$0
TONY DINGUS	TRUSTEE	N/A	Director	$0	$0	$0
BOBBY EVANS JR	TRUSTEE	N/A	Director	$0	$0	$0
WILLIAM D SPRIGGS	TRUSTEE	N/A	Director	$0	$0	$0
JON STAPLETON	TRUSTEE	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
2024	No data	No data	No data	No data
2023	No data	No data	$1,417,976	No data
2023	$886,818	$824,623	$1,480,171	$62,195
2022	$980,572	$734,006	$1,417,976	$246,566
2021	$772,480	$609,708	$1,171,410	$162,772
2020	$794,633	$618,756	$1,008,638	$175,877
2019	$798,581	$701,068	$832,761	$97,513
2018	$460,134	$545,317	$735,248	$-85,183

PLUMBERS & STEAMFITTERS 577 JATC TRUST FUND