PLUMBERS & FITTERS LOCAL 101 HEALTH & WELFARE FUND (EIN 376146889) - 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

1974

Legal Domicile

Principal Officer

DANIEL MCKENNA

Phone

6182345504

Tax Period

2024-01-01 to 2024-12-31

PLUMBERS & FITTERS LOCAL 101 HEALTH & WELFARE FUND, founded in 1974, is a community nonprofit that reported $6.2M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $951K, a strong 15% operating margin.

Mission

PROVIDE HEALTH BENEFITS TO MEMBERS PER COLLECTIVE BARGAINING AGREEMENT

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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 $5,579,133

Investment Income $489,388

Other Revenue $89,787

TOTAL REVENUE $6,158,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,222

Fundraising Expenses $0

Program Expenses $5,046,249

Other Expenses $110,819

TOTAL EXPENSES $5,207,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,158,308	$4,152,400	+0.5%
Expenses	$5,207,290	$5,396,375	0.0%
Net Income	$951,018	$-1,243,975	-1.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT DEITZ	TRUSTEE	0.00	Director	$0	$0	$0
DAN MCKENNA	TRUSTEE	1.00	Director	$0	$0	$0
ALBERT ROSCOW	TRUSTEE	0.00	Director	$0	$0	$0
MARK EHRET	TRUSTEE	0.00	Director	$0	$0	$0
JAMES LUGGE	TRUSTEE	0.00	Director	$0	$0	$0
GABE PRANGE	TRUSTEE	0.00	Director	$0	$0	$0
MATT BIEKERT	TRUSTEE	0.00	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
2024	$6,158,308	$5,207,290	$5,426,318	$951,018
2023	$4,152,400	$5,396,375	$5,088,081	$-1,243,975
2022	$4,963,447	$4,965,148	$6,113,221	$-1,701
2021	$4,282,198	$4,721,583	$6,460,600	$-439,385
2020	$4,103,017	$3,577,456	$7,032,160	$525,561
2019	$3,499,631	$3,548,041	$6,437,897	$-48,410
2018	$3,402,507	$4,329,470	$6,111,098	$-926,963

PLUMBERS & FITTERS LOCAL 101 HEALTH & WELFARE FUND