Jacksonville Plumbers & Pipefitters Health & Welfare Fund (EIN 590810108) - 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

1957

Legal Domicile

Phone

6158590131

Tax Period

2023-09-01 to 2024-08-31

Jacksonville Plumbers & Pipefitters Health & Welfare Fund, founded in 1957, is a mid-sized nonprofit that reported $16.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $14.9M left a modest 9% surplus.

Mission

To provide health care benefits to union members and their dependents.

🔒

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 $15,391,951

Investment Income $907,172

Other Revenue $0

TOTAL REVENUE $16,299,123

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,877,253

Other Expenses $490,320

TOTAL EXPENSES $14,877,253

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,299,123	$14,135,367	+0.2%
Expenses	$14,877,253	$13,130,625	+0.1%
Net Income	$1,421,870	$1,004,742	+0.4%

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

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
Ronny Andrews	Chairman	002.00	Director	$0	$0	$0
Troy Carver	Secretary	002.00	Director	$0	$0	$0
James Hendricks	Trustee	002.00	Director	$0	$0	$0
Nathan Hartley	Trustee	002.00	Director	$0	$0	$0
Nicholas Busbin	Trustee	002.00	Director	$0	$0	$0
David Boggs	Trustee	002.00	Director	$0	$0	$0
David Boree	Trustee	002.00	Director	$0	$0	$0
Albert Bozeman	Trustee	002.00	Director	$0	$0	$0
Paul Jones	Trustee	002.00	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	$16,299,123	$14,877,253	$30,127,467	$1,421,870
2023	$14,742,270	$16,801,198	$27,787,883	$-2,058,928
2022	$14,135,367	$13,130,625	$26,247,745	$1,004,742
2021	$12,733,851	$12,446,593	$25,336,187	$287,258
2020	$12,236,608	$10,186,959	$23,498,264	$2,049,649
2019	$11,736,753	$9,392,116	$19,845,538	$2,344,637

Jacksonville Plumbers & Pipefitters Health & Welfare Fund