PLUMBERS & STEAMFITTERS LOCAL NO 460 (EIN 352261143) - 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

2005

Legal Domicile

Principal Officer

STEVEN GOMEZ

Phone

6615894600

Tax Period

2023-01-01 to 2023-12-31

PLUMBERS & STEAMFITTERS LOCAL NO 460, founded in 2005, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $448K, a strong 26% operating margin.

Mission

REPRESENTATION FOR UNION 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,412,116

Investment Income $7,552

Other Revenue $287,655

TOTAL REVENUE $1,707,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $626,847

Fundraising Expenses $0

Program Expenses $1,259,624

Other Expenses $610,277

TOTAL EXPENSES $1,259,624

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,707,323	$1,459,918	+0.2%
Expenses	$1,259,624	$1,202,018	+0.0%
Net Income	$447,699	$257,900	+0.7%

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

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

$387,848

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
NICK KAVANAUGH	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM ESTES	EXAMINING BOARD	1.00	Director	$0	$0	$0
CRISPIN VALENCIA	INSIDE GUARD	1.00	Director	$0	$0	$0
WILLIAM BETTS	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
ROBERT THOMAS	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
JOHN CHRISTIE	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
NICHOLAS JOUBERT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ED ARAMBULA JR	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
DONNIE ANDREWS	EXAMINING BOARD	1.00	Director	$0	$0	$0
ERNEST GOMEZ	FINANCE COMMITTEE	1.00	Director	$0	$0	$0
STEPHAN DOSTAL	FINANCE COMMITTEE	1.00	Director	$0	$0	$0
RYAN EVANS	FINANCE COMMITTEE	1.00	Director	$0	$0	$0
STEVEN GOMEZ	BUSINESS MANAGER	40.00	Officer	$162,673	$37,634	$200,307
JAVIER FLORES	BUSINESS AGENT	40.00	Officer	$149,907	$37,634	$187,541

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	$1,707,323	$1,259,624	$2,452,158	$447,699
2022	$1,459,918	$1,202,018	$2,004,838	$257,900
2021	$1,147,126	$1,063,005	$1,749,231	$84,121
2020	$999,821	$923,360	$1,665,734	$76,461
2019	$1,239,164	$1,073,977	$1,616,410	$165,187
2018	$1,385,611	$1,021,463	$1,421,830	$364,148

PLUMBERS & STEAMFITTERS LOCAL NO 460