PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND (EIN 362510895) - 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

1963

Legal Domicile

Principal Officer

tiffany dzekunskas

Phone

3097884569

Tax Period

2024-04-01 to 2025-03-31

PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND, founded in 1963, is a mid-sized nonprofit that reported $22.7M in total revenue in fiscal year 2024.

Mission

HEALTH & WELFARE BENEFITS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $19,884,076

Investment Income $2,700,328

Other Revenue $76,496

TOTAL REVENUE $22,660,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,026,688

TOTAL EXPENSES $24,073,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,660,900	$21,266,894	+0.1%
Expenses	$24,073,377	$23,008,142	+0.0%
Net Income	$-1,412,477	$-1,741,248	-0.2%

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

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

$408,271

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN BENBOW	TRUSTEE	3.00	Director	$0	$0	$0
GREG A DESMET	former trustee	3.00	Director	$0	$0	$0
BARRON SEXSON	TRUSTEE	3.00	Director	$0	$0	$0
RICK LUNDVALL	TRUSTEE	3.00	Director	$0	$0	$0
W THOMAS MCCUNE	TRUSTEE	3.00	Director	$0	$0	$0
ANDY JONES	TRUSTEE	3.00	Director	$0	$0	$1,082
WILLIAM M ALLISON	former trustee	3.00	Director	$0	$0	$2,110
MATT LIENEN	TRUSTEE	3.00	Director	$0	$84,125	$230,866
MATT JOHNSON	TRUSTEE	3.00	Director	$0	$0	$0
CHUCK MCKNIGHT	TRUSTEE	3.00	Director	$0	$47,847	$173,131
jim maynard	TRUSTEE	3.00	Director	$0	$0	$0
jacob abrahamson	TRUSTEE	3.00	Director	$0	$0	$1,082

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	$22,660,900	$24,073,377	$44,994,474	$-1,412,477
2024	$21,266,894	$23,008,142	$46,044,421	$-1,741,248
2023	$21,833,298	$20,388,773	$44,693,863	$1,444,525
2022	$17,898,425	$15,957,391	$48,131,197	$1,941,034
2021	$16,561,646	$14,955,582	$47,085,083	$1,606,064
2020	$16,513,428	$15,693,642	$37,238,434	$819,786
2019	$16,526,233	$16,232,554	$38,347,707	$293,679

PLUMBERS PIPEFITTERS LOCAL 25 WELFARE FUND