STEAMFITTERS AND PLUMBERS LU #464 LABOR MANAGEMENT COOPERATION FUND (EIN 421541794) - 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

GARY DIXON

Phone

4023335859

Tax Period

2024-01-01 to 2024-12-31

STEAMFITTERS AND PLUMBERS LU #464 LABOR MANAGEMENT COOPERATION FUND, founded in 2003, is a small nonprofit in the Employment sector that reported $200K in total revenue in fiscal year 2024. The organization ran a surplus of $88K, a strong 44% operating margin.

Mission

PROMOTE AND IMPROVE THE RELATIONSHIPS BETWEEN THE LABOR UNION (EMPLOYEES) AND MANAGEMENT (EMPLOYERS).

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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 $184,462

Investment Income $15,967

Other Revenue $0

TOTAL REVENUE $200,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,274

Other Expenses $112,781

TOTAL EXPENSES $112,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,429	$194,725	+0.0%
Expenses	$112,781	$117,445	0.0%
Net Income	$87,648	$77,280	+0.1%

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

$270,551

Total Directors

$270,551

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT DEHART	CHAIRMAN	2.00	Officer Director	$0	$0	$138,154
GARY DIXON	TRUSTEE	2.00	Officer Director	$0	$0	$132,397
DAN CHRISTENSEN	TRUSTEE	2.00	Director	$0	$0	$0
KRISTEN PETERIK	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
2024	$200,429	$112,781	$644,395	$87,648
2023	$194,725	$117,445	$556,747	$77,280

STEAMFITTERS AND PLUMBERS LU #464 LABOR MANAGEMENT COOPERATION FUND