PLUMBERS LOCAL UNION NO 690 THOMAS J MCNULTY ANNUAL SCHOLARSHIP FD (EIN 412064526) - 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

2003

Legal Domicile

Principal Officer

KEVIN F DEAN

Phone

2156776900

Tax Period

2024-05-01 to 2025-04-30

PLUMBERS LOCAL UNION NO 690 THOMAS J MCNULTY ANNUAL SCHOLARSHIP FD, founded in 2003, is a small nonprofit in the Education sector that reported $190K in total revenue in fiscal year 2024. The organization ran a surplus of $102K, a strong 54% operating margin.

Mission

THE EXEMPT PURPOSE OF THE FUND IS TO PROVIDE SCHOLARSHIPS FOR DEPENDENT CHILDREN OF UNION MEMBERS, THROUGH EMPLOYER CONTRIBUTIONS DETERMINED BY A 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 $161,114

Investment Income $29,146

Other Revenue $0

TOTAL REVENUE $190,260

Expense Breakdown

Grants Paid $74,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,250

Other Expenses $13,834

TOTAL EXPENSES $88,084

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,260	$196,672	0.0%
Expenses	$88,084	$97,027	-0.1%
Net Income	$102,176	$99,645	+0.0%

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

$335,071

Total Directors

$1,360,265

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE PEGRAM	CO-CHAIRMAN	1.00	Director	$0	$155,787	$398,045
JAMES DOUGHERTY	CO-CHAIRMAN	1.00	Director	$0	$0	$0
HERMAN GOLDNER	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS P GOLDEN	TRUSTEE	1.00	Director	$0	$140,729	$345,334
RUDY BETZ	TRUSTEE	1.00	Director	$0	$0	$0
WALTER KRZYZANOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH P MCMONIGLE	TRUSTEE	1.00	Director	$0	$130,177	$308,443
P DARBY DOYLE	TRUSTEE	1.00	Director	$0	$130,177	$308,443
KEVIN F DEAN	ADMINISTRATOR	1.00	Officer	$0	$149,579	$335,071

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	$190,260	$88,084	$1,200,270	$102,176
2024	$196,672	$97,027	$1,106,769	$99,645
2023	$195,267	$98,410	$996,639	$96,857
2022	$173,781	$107,720	$914,031	$66,061
2021	$146,292	$104,431	$867,772	$41,861

PLUMBERS LOCAL UNION NO 690 THOMAS J MCNULTY ANNUAL SCHOLARSHIP FD