Plumbers & Pipefitters LU 421 Service & Maintenance Labor-Management Fund (EIN 331015215) - 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

2002

Legal Domicile

Phone

8435543655

Tax Period

2023-01-01 to 2023-12-31

Plumbers & Pipefitters LU 421 Service & Maintenance Labor-Management Fund, founded in 2002, is a small nonprofit in the Employment sector that reported $140K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $28K, a strong 20% operating margin.

Mission

To maintain a labor-management cooperative committee to sponsor a wide range of cooperative activities designed to improve the communication and engender cooperative and harmonious relations between labor and management representatives

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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 $126,537

Investment Income $13,441

Other Revenue $0

TOTAL REVENUE $139,978

Expense Breakdown

Grants Paid $65,171

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,084

Other Expenses $46,913

TOTAL EXPENSES $112,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$139,978	$151,659	-0.1%
Expenses	$112,084	$120,186	-0.1%
Net Income	$27,894	$31,473	-0.1%

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
Perry Howard	Trustee	001.00	Director	$0	$0	$0
Doug Nichols	Trustee	001.00	Director	$0	$0	$0
Charlie Price	Trustee	001.00	Director	$0	$0	$0
Larry K Batson	Trustee	001.00	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	No data	No data	No data	No data
2023	$139,978	$112,084	$492,666	$27,894
2022	$151,659	$120,186	$451,142	$31,473
2021	$148,499	$76,981	$501,834	$71,518
2020	$127,185	$42,370	$427,325	$84,815
2019	$82,147	$41,721	$314,062	$40,426
2018	$66,865	$70,853	$257,235	$-3,988

Plumbers & Pipefitters LU 421 Service & Maintenance Labor-Management Fund