PLUMBERS AND STEAMFITTERS JATC

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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

1941

Legal Domicile

Principal Officer

GREG MCMILLEN

Phone

3303761303

Tax Period

2023-07-01 to 2024-06-30

PLUMBERS AND STEAMFITTERS JATC, founded in 1941, is a small nonprofit that reported $940K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $153K, a strong 16% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

THE JATC EQUIPS THEIR MEMBERS WITH THE NECESSARY EDUCATION BY OFFERING TRAINING PROGRAMS THAT PROVIDE THEIR MEMBERS WITH THE KNOWLEDGE AND SKILLS TO BE LEADERS IN THE PLUMBING AND STEAMFITTERS...

THE JATC EQUIPS THEIR MEMBERS WITH THE NECESSARY EDUCATION BY OFFERING TRAINING PROGRAMS THAT PROVIDE THEIR MEMBERS WITH THE KNOWLEDGE AND SKILLS TO BE LEADERS IN THE PLUMBING AND STEAMFITTERS INDUSTRY. JATC WORKS WITH THE PLUMBERS AND STEAMFITTERS UNION TO PROVIDE EACH OF THEIR STUDENTS WITH A VARIETY OF JOB OPPORTUNITIES UPON THE COMPLETION OF THEIR TRAINING PROGRAM.

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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 $939,482

Investment Income $73

Other Revenue $0

TOTAL REVENUE $939,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $502,750

Fundraising Expenses $0

Other Expenses $283,802

TOTAL EXPENSES $786,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$939,555	$798,760	+0.2%
Expenses	$786,552	$835,205	-0.1%
Net Income	$153,003	$-36,445	-5.2%

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	Role	Reportable Comp	Other Comp	Total
JACOB GEOPFERT	SECRETARY	Officer Director	$0	$0	$0
AARON HALL	TRUSTEE	Director	$0	$0	$0
EVAN BRADLEY	TRUSTEE	Officer Director	$0	$0	$0
JOHN RUTHER	TRUSTEE	Director	$0	$0	$0
TONY LAMBERT	TRUSTEE	Director	$0	$0	$0
BRETT BOZAK	TRUSTEE	Director	$0	$0	$0
JOE STELLA	TRUSTEE	Director	$0	$0	$0
TIM STEM	CHAIRMAN	Director	$0	$0	$0
GREG MCMILLEN	DIRECTOR	Officer	$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	No data	No data	No data	No data
2024	$939,555	$786,552	$567,952	$153,003
2022	$529,471	$712,352	$440,870	$-182,881
2021	$794,038	$818,714	$594,787	$-24,676
2020	$627,407	$508,678	$619,231	$118,729
2019	$779,448	$625,020	$508,012	$154,428
2018	$651,819	$527,170	$364,782	$124,649