PLUMBING AND MECHANICAL CONTRACTORS ASSOCIATION OF MILWAUKEE AND SOUTHEASTER (EIN 390477190) - 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

1930

Legal Domicile

Principal Officer

JONATHAN KOWALSKI

Phone

4145437622

Tax Period

2024-01-01 to 2024-12-31

PLUMBING AND MECHANICAL CONTRACTORS ASSOCIATION OF MILWAUKEE AND SOUTHEASTER, founded in 1930, is a small nonprofit that reported $787K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $129K, a strong 16% operating margin.

Mission

THE PLUMBING AND MECHANICAL CONTRACTORS ASSOCIATION OF MILWAUKEE AND SOUTHEASTERN WISCONSIN, INC. (PMC) IS A BUSINESS LEAGUE/TRADE ASSOCIATION THAT PROMOTES THE BUSINESS INTERESTS OF EMPLOYERS IN THE MILWAUKEE METROPOLITAN AREA WHO ARE ENGAGED IN THE PLUMBING; PIPING; HEATING, VENTILATING, AND AIR CONDITIONING (HVAC); REFRIGERATION; AND MECHANICAL CONTRACTING INDUSTRIES.

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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 $77,447

Program Service Revenue $664,588

Investment Income $44,667

Other Revenue $0

TOTAL REVENUE $786,702

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $652,368

TOTAL EXPENSES $657,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$786,702	$687,442	+0.1%
Expenses	$657,368	$674,273	0.0%
Net Income	$129,334	$13,169	+8.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS HORNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL DISCH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN BRENNAN III	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
CHRIS MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
ED TONN	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
JEAN MARIE THEIL	DIRECTOR	1.00	Director	$0	$0	$0
JEFF HINTZE	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN KOWALSKI	EXECUTIVE DIRECTOR	5.00	Officer	$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	$786,702	$657,368	$1,950,138	$129,334
2023	$687,442	$674,273	$1,737,993	$13,169
2022	$612,404	$602,985	$1,694,551	$9,419
2021	$564,460	$560,810	$1,744,367	$3,650
2020	$550,604	$562,559	$1,761,386	$-11,955
2019	$587,791	$593,484	$1,680,419	$-5,693
2018	$565,456	$522,406	$1,602,910	$43,050

PLUMBING AND MECHANICAL CONTRACTORS ASSOCIATION OF MILWAUKEE AND SOUTHEASTER