PLUMBERS & PIPEFITTERS LOCAL NO 63… - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

JOSEPH CHAD MILLS

Phone

8592261700

Tax Period

2019-04-01 to 2020-03-31

PLUMBERS & PIPEFITTERS LOCAL NO 633 HEALTH & WELFARE, founded in 2004, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2019. Expenses of $3.3M left a modest 5% surplus.

Mission

THE PROVSION OF BENEFITS TO PARTICIPANTS.

Program Service Accomplishments

Program 1

THE PROVISION OF HEALTH, VISION, DENTAL AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,428,104

Investment Income $24,426

Other Revenue $3,388

TOTAL REVENUE $3,455,918

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $762,817

TOTAL EXPENSES $3,287,440

Year-over-Year Comparison

	2019	2018	Change
Revenue	$3,455,918	$3,423,001	+0.0%
Expenses	$3,287,440	$3,068,231	+0.1%
Net Income	$168,478	$354,770	-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

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
JOSEPH CHAD MILLS	CHAIRMAN	2.00	Director	$0	$0	$0
BRADLEY S THOMPSON	TRUSTEE	2.00	Director	$0	$0	$0
MARK A WAGNER	TRUSTEE	2.00	Director	$0	$0	$0
MATTHEW SHAWN WEST	TRUSTEE	2.00	Director	$0	$0	$0
JEREMY D YOUNG	TRUSTEE	2.00	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
2020	$3,455,918	$3,287,440	$1,955,653	$168,478
2020	$1,691,498	$1,838,398	No data	$-146,900
2019	$3,423,001	$3,068,231	$1,994,163	$354,770
2018	$2,885,221	$2,921,723	$1,528,030	$-36,502

PLUMBERS & PIPEFITTERS LOCAL NO 633 HEALTH & WELFARE