PLUMBERS AND STEAMFITTERS LOCAL 486 MEDICAL FUND BOARD OF TRUSTEES (EIN 526044512) - 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

1996

Legal Domicile

Principal Officer

PASQUALE PETROVIA

Phone

4108729500

Tax Period

2023-01-01 to 2023-12-31

PLUMBERS AND STEAMFITTERS LOCAL 486 MEDICAL FUND BOARD OF TRUSTEES, founded in 1996, is a mid-sized nonprofit that reported $26.5M in total revenue in fiscal year 2023.

Mission

PROVIDE MEDICAL BENEFITS TO MEMBERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $25,791,267

Investment Income $688,632

Other Revenue $452

TOTAL REVENUE $26,480,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,289

Fundraising Expenses $0

Other Expenses $1,566,734

TOTAL EXPENSES $25,757,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,480,351	$25,172,836	+0.1%
Expenses	$25,757,200	$22,515,357	+0.1%
Net Income	$723,151	$2,657,479	-0.7%

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

$46,267

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PASQUALE PETROVIA	TRUSTEE	1.00	Director	$0	$0	$0
ERIC ECKSTEIN	TRUSTEE	1.00	Director	$13,034	$0	$13,034
KENNETH KAHL	TRUSTEE	1.00	Director	$14,574	$0	$14,574
ANTHONY GEORGE	TRUSTEE	1.00	Director	$8,234	$0	$8,234
CHARLES DANIEL	TRUSTEE	1.00	Director	$0	$0	$0
KARI CORDELL	TRUSTEE	1.00	Director	$10,425	$0	$10,425
LAUREN ELEK	TRUSTEE	1.00	Director	$0	$0	$0
RODNEY HORTON	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$26,480,351	$25,757,200	$40,195,323	$723,151
2022	$25,172,836	$22,515,357	$38,584,842	$2,657,479
2021	$23,069,704	$23,035,627	$37,169,497	$34,077
2020	$24,459,739	$21,660,353	$36,919,416	$2,799,386
2020	$24,459,739	$21,660,353	$36,919,416	$2,799,386
2019	$24,054,138	$20,404,742	$33,668,302	$3,649,396
2018	$23,448,875	$20,509,414	$28,822,561	$2,939,461

PLUMBERS AND STEAMFITTERS LOCAL 486 MEDICAL FUND BOARD OF TRUSTEES