PLUMBERS & PIPEFITTERS UNION LOCAL 404 (EIN 461755623) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

JB KIRK

Phone

8067443835

Tax Period

2025-01-01 to 2025-12-31

PLUMBERS & PIPEFITTERS UNION LOCAL 404, founded in 2013, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2025. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 46% operating margin.

Mission

LOCAL UNION ORGANIZATION FOR THE BENEFIT OF MEMBERS AND TO RECRUIT NEW MEMBERS AND CONTRACTORS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $3,416,100

Program Service Revenue $0

Investment Income $10

Other Revenue $67,015

TOTAL REVENUE $3,483,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $355,753

Fundraising Expenses $0

Other Expenses $778,485

TOTAL EXPENSES $1,870,159

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,483,125	$1,496,913	+1.3%
Expenses	$1,870,159	$990,711	+0.9%
Net Income	$1,612,966	$506,202	+2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$99,693

Total Directors

$99,693

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CALDWELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES SANDERS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JB KIRK	TREASURER/BU	40.00	Officer Director	$99,693	$0	$99,693
ROBERT SAMMONS	DIRECTOR	1.00	Director	$0	$0	$0
KEITH BOWSHER	DIRECTOR	1.00	Director	$0	$0	$0
KENE GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
TONY DIGIOVANNI	DIRECTOR	1.00	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
2025	$3,483,125	$1,870,159	$2,048,349	$1,612,966
2024	$1,496,913	$990,711	$440,071	$506,202
2023	$887,116	$1,140,347	$379,083	$-253,231
2022	$809,614	$981,503	$348,252	$-171,889
2021	$714,113	$912,413	$366,794	$-198,300
2020	$818,906	$1,017,946	$465,398	$-199,040
2019	$746,778	$887,417	$458,928	$-140,639
2018	$673,847	$713,195	$424,027	$-39,348

PLUMBERS & PIPEFITTERS UNION LOCAL 404