PLUMBERS & PIPEFITTERS JAC (EIN 366456656) - 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

1978

Legal Domicile

Principal Officer

CHARLES MCKNIGHT

Phone

3097884159

Tax Period

2023-09-01 to 2024-08-31

PLUMBERS & PIPEFITTERS JAC, founded in 1978, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.6M left a modest 12% surplus.

Mission

professional trade organization

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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 $5,000

Program Service Revenue $2,703,072

Investment Income $254,346

Other Revenue $14,590

TOTAL REVENUE $2,977,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,667,841

Fundraising Expenses $0

Other Expenses $941,156

TOTAL EXPENSES $2,608,997

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,977,008	$2,723,706	+0.1%
Expenses	$2,608,997	$2,520,107	+0.0%
Net Income	$368,011	$203,599	+0.8%

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

$1,680

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matt Lienen	Trustee	3.00	Director	$0	$0	$0
Bryan Medina	Trustee	3.00	Director	$1,680	$0	$1,680
Mike Solbrig	Trustee	3.00	Director	$0	$0	$0
Nate Johnson	Trustee	3.00	Director	$0	$0	$0
Jared Desmet	Trustee	3.00	Director	$0	$0	$0
Skip Ewert	Trustee	3.00	Director	$0	$0	$0
Paul Petersen	Trustee	3.00	Director	$0	$0	$0
Mike Timm	Trustee	3.00	Director	$0	$0	$0
Greg Desmet	Former Trustee	3.00	Director	$0	$0	$0
Craig Buckwalter	Instructor	40.00	Highest	$113,504	$46,356	$159,860
Donald Bosold	Instructor	40.00	Highest	$102,892	$46,123	$149,015
James K Greer	Instructor	40.00	Highest	$104,229	$46,121	$150,350
David Kealey	Instructor	40.00	Highest	$107,817	$46,392	$154,209
Charles Mcknight	Appr Coordinator	40.00	Highest	$120,155	$46,501	$166,656

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	$2,977,008	$2,608,997	$9,951,603	$368,011
2023	$2,723,706	$2,520,107	$8,797,551	$203,599
2022	$2,842,377	$2,253,268	$8,360,508	$589,109
2021	$3,242,358	$2,064,241	$8,838,336	$1,178,117
2020	$2,661,482	$1,816,660	$7,653,716	$844,822
2018	$2,143,349	$1,414,429	$6,428,866	$728,920

PLUMBERS & PIPEFITTERS JAC