WEST VIRGINIA PLUMBERS AND STEAMFITTERS LOCAL 152 TRUST FUND (EIN 556025364) - 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

1963

Legal Domicile

Principal Officer

BRYAN RABER

Phone

3045250331

Tax Period

2024-06-01 to 2025-05-31

WEST VIRGINIA PLUMBERS AND STEAMFITTERS LOCAL 152 TRUST FUND, founded in 1963, is a community nonprofit in the Mutual Benefit sector that reported $5.7M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $5.3M left a modest 8% surplus.

Mission

TO PROVIDE HEALTH 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,657,099

Investment Income $55,044

Other Revenue $0

TOTAL REVENUE $5,712,143

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,271,701

Other Expenses $532,011

TOTAL EXPENSES $5,271,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,712,143	$4,997,058	+0.1%
Expenses	$5,271,701	$4,622,298	+0.1%
Net Income	$440,442	$374,760	+0.2%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN RABER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KEITH DALTON	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM WEBB	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
2025	$5,712,143	$5,271,701	$3,837,115	$440,442
2024	$4,997,058	$4,622,298	$3,316,128	$374,760
2023	$4,846,897	$4,742,333	$2,843,754	$104,564
2022	$4,985,533	$5,322,167	$2,771,518	$-336,634
2021	$4,586,562	$5,161,483	$3,220,843	$-574,921
2020	$4,585,964	$5,073,043	$3,749,785	$-487,079
2019	$6,403,914	$6,325,724	$4,101,707	$78,190
2018	$4,535,025	$5,086,999	$17,663,584	$-551,974

WEST VIRGINIA PLUMBERS AND STEAMFITTERS LOCAL 152 TRUST FUND