PLUMBERS & PIPEFITTERS APPRENTICESHIP FUND (EIN 530238659) - 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

1955

Legal Domicile

Principal Officer

TERRIEA SMALLS

Phone

3018997861

Tax Period

2023-09-01 to 2024-08-31

PLUMBERS & PIPEFITTERS APPRENTICESHIP FUND, founded in 1955, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.5M, a strong 28% operating margin.

Mission

APPRENTICE EDUCATION AND TRAINING

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,169,337

Investment Income $77,641

Other Revenue $50,369

TOTAL REVENUE $5,297,347

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,251,629

Fundraising Expenses $57,274

Program Expenses $1,881,909

Other Expenses $1,558,480

TOTAL EXPENSES $3,810,109

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,297,347	$4,574,918	+0.2%
Expenses	$3,810,109	$4,476,280	-0.1%
Net Income	$1,487,238	$98,638	+14.1%

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

Total Directors

$464,434

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER G BIONDI	TRAINING DIRECTOR	40.00	Director	$145,813	$81,731	$227,544
TERRIEA SMALLS	UNION TRUSTEE	1.00	Director	$0	$84,512	$236,890
JAMES RIVERA	UNION TRUSTEE	1.00	Director	$0	$0	$0
DANNY BARNES	UNION TRUSTEE	1.00	Director	$0	$0	$0
ERIK HARLEY	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL JENKINS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MIKE LAYDEN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY QUADE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ERNEST STEVENS	UNION TRUSTEE	1.00	Director	$0	$0	$0
THOMAS BUCKLEY	TRAINING COORDINATOR	40.00	Highest	$125,872	$77,720	$203,592
MASON R HOLDEN	INSTRUCTOR	40.00	Highest	$113,540	$74,688	$188,228
THOMAS KILBY	INSTRUCTOR	40.00	Highest	$113,540	$74,688	$188,228
DWAYNE L PARKER SR	INSTRUCTOR	40.00	Highest	$113,540	$71,134	$184,674
JACK T SCHOEN	INSTRUCTOR	40.00	Highest	$113,540	$73,858	$187,398

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	$5,297,347	$3,810,109	$19,942,339	$1,487,238
2023	$4,574,918	$4,476,280	$18,797,422	$98,638
2022	$3,701,377	$3,927,291	$18,694,997	$-225,914
2021	$3,971,201	$3,648,273	$18,995,820	$322,928
2020	$4,449,557	$3,440,605	$19,283,677	$1,008,952
2019	$3,955,963	$3,205,255	$18,942,035	$750,708
2018	$3,656,402	$3,109,380	$18,977,138	$547,022

PLUMBERS & PIPEFITTERS APPRENTICESHIP FUND