PLUMBERS AND PIPEFITTERS LOCAL UNION NO 803 HEALTH AND WELFARE FUND (EIN 596152618) - 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

1965

Legal Domicile

Principal Officer

JASON STRICKLAND

Phone

9045380100

Tax Period

2023-08-01 to 2024-07-31

PLUMBERS AND PIPEFITTERS LOCAL UNION NO 803 HEALTH AND WELFARE FUND, founded in 1965, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2023. Expenses of $4.7M left a modest 13% surplus.

Mission

PROVIDE HEALTH BENEFITS

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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 $5,006,680

Investment Income $425,437

Other Revenue $0

TOTAL REVENUE $5,432,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $300,584

TOTAL EXPENSES $4,714,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,432,117	$5,164,210	+0.1%
Expenses	$4,714,988	$3,833,405	+0.2%
Net Income	$717,129	$1,330,805	-0.5%

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

$383,606

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIE C GREGORY	TRUSTEE	1.00	Director	$0	$80,412	$243,425
BRANDON THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
GARY MONSON	TRUSTEE	1.00	Director	$0	$0	$0
PAUL V JONES	TRUSTEE	1.00	Director	$0	$0	$0
STEVE PATIRY	TRUSTEE	1.00	Director	$0	$0	$0
JASON STRICKLAND	TRUSTEE	1.00	Director	$0	$46,419	$140,181
SHANE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS STALNAKER	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	$5,432,117	$4,714,988	$13,176,452	$717,129
2023	$5,164,210	$3,833,405	$12,092,953	$1,330,805
2022	$5,279,076	$4,870,212	$10,924,475	$408,864
2021	$5,465,198	$3,694,164	$11,344,904	$1,771,034
2020	$5,233,629	$3,478,924	$9,392,625	$1,754,705
2019	$4,781,757	$3,316,602	$7,329,963	$1,465,155
2018	$4,194,788	$3,859,499	$5,697,720	$335,289

PLUMBERS AND PIPEFITTERS LOCAL UNION NO 803 HEALTH AND WELFARE FUND