PLUMBERS & PIPEFITTERS LOCAL 152 SAVINGS FUND (EIN 556038894) - 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

BRIAN RABER

Phone

3045250331

Tax Period

2024-05-01 to 2025-04-30

PLUMBERS & PIPEFITTERS LOCAL 152 SAVINGS FUND, founded in 1996, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $2.7M left a modest 5% surplus.

Mission

TO PROVIDE VACATION BENEFITS TO MEMBER PLUMBERS & PIPEFITTERS.

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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 $2,836,673

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,836,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,667,811

Other Expenses $15,822

TOTAL EXPENSES $2,683,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,836,673	$2,324,985	+0.2%
Expenses	$2,683,633	$2,237,696	+0.2%
Net Income	$153,040	$87,289	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN RABER	CHAIRMAN	1.00	Director	$0	$0	$0
WILLIAM WEBB	TRUSTEE	1.00	Director	$0	$0	$0
KEITH DALTON	SECRETARY	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	$2,836,673	$2,683,633	$731,741	$153,040
2024	$2,324,985	$2,237,696	$592,055	$87,289
2023	$2,724,324	$2,871,232	$491,412	$-146,908
2022	$2,441,015	$2,150,971	$638,399	$290,044
2021	$2,520,499	$2,778,273	$348,276	$-257,774
2020	$2,842,086	$3,323,323	$606,050	$-481,237
2019	$5,036,060	$4,367,671	$1,087,287	$668,389
2018	$2,843,797	$3,289,460	$419,678	$-445,663

PLUMBERS & PIPEFITTERS LOCAL 152 SAVINGS FUND