PLUMBERS & STEAMFITTERS LOCAL 136 (EIN 350722973) - 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

1900

Legal Domicile

Principal Officer

JOHN BATES

Phone

8124238043

Tax Period

2025-01-01 to 2025-12-31

PLUMBERS & STEAMFITTERS LOCAL 136, founded in 1900, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 23% operating margin.

Mission

LABOR UNION-BETTERMENT OF MEMBERS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,883,882

Investment Income $179,796

Other Revenue $45,595

TOTAL REVENUE $5,109,273

Expense Breakdown

Grants Paid $18,306

Salaries & Benefits $1,229,065

Fundraising Expenses $0

Other Expenses $2,044,862

TOTAL EXPENSES $3,944,396

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,109,273	$4,729,731	+0.1%
Expenses	$3,944,396	$3,963,541	0.0%
Net Income	$1,164,877	$766,190	+0.5%

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

N/A

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

$311,995

Total Directors

$593,585

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BATES	BUSINESS MGR	40.00	Officer Director	$165,500	$0	$165,500
MATTHEW FALKENSTEIN	BUSINESS AGT	40.00	Director	$140,495	$0	$140,495
JASON ROSS	VICE-PRESIDE	40.00	Director	$140,067	$0	$140,067
SETH CARNES	ASST BUS AG/	40.00	Officer Director	$141,095	$0	$141,095
RANDY GOODWIN	PAST BUS AGT	1.00	Director	$1,028	$0	$1,028
AARON JONES	EXECUTIVE BO	1.00	Officer Director	$600	$0	$600
THOMAS WRAY	FINANCE COMM	1.00	Officer Director	$600	$0	$600
ZACKARY KOONTZ	FINANCE COMM	1.00	Officer Director	$600	$0	$600
STEPHEN DIPPEL	INSIDE GUARD	1.00	Officer Director	$600	$0	$600
BRENDA VINCENT	RECORDING SE	1.00	Officer Director	$600	$0	$600
JOHN SEED	EXECUTIVE/NE	1.00	Officer Director	$600	$0	$600
ROBERT BUGH	FINANCE COMM	1.00	Officer Director	$600	$0	$600
TYLER DETALENTE	EXECUTIVE BO	1.00	Officer Director	$600	$0	$600
JOSHUA GOODWIN	VICE PRESIDE	1.00	Officer Director	$600	$0	$600
RYAN WARGEL	EXAMINING BO	1.00	Director	$0	$0	$0
ERIC BARNETT	EXAMINING BO	1.00	Director	$0	$0	$0
DAVID G WARGEL	EXAMINING BO	1.00	Director	$0	$0	$0
TYLER WRAY	EXAMINING BO	1.00	Director	$0	$0	$0
BRIAN HAHN	EXAMINING BO	1.00	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
2025	$5,109,273	$3,944,396	$6,684,603	$1,164,877
2024	$4,729,731	$3,963,541	$5,508,186	$766,190
2023	$3,926,164	$3,555,725	$4,745,440	$370,439
2022	$3,529,206	$3,419,686	$4,368,959	$109,520
2021	$3,646,121	$3,543,924	$4,285,929	$102,197
2020	$4,067,537	$3,579,133	$4,180,370	$488,404
2019	$3,697,455	$3,660,178	$3,696,386	$37,277
2018	$3,447,603	$3,469,916	$3,678,813	$-22,313

PLUMBERS & STEAMFITTERS LOCAL 136