PLUMBING & AC CONTRACTOR INDUSTRY FUND (PACCIF) (EIN 596221806) - 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

1974

Legal Domicile

Principal Officer

SUSAN STOKES

Phone

5616838833

Tax Period

2023-07-01 to 2024-06-30

PLUMBING & AC CONTRACTOR INDUSTRY FUND (PACCIF), founded in 1974, is a small nonprofit that reported $223K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $93K, a strong 42% operating margin.

Mission

CONTINUING EDUCATION & ADDRESSING & RESOLVING ISSUES PERTAINING TO THE PLUMBING AND AIR CONDITIONING INDUSTRY.

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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 $125,000

Program Service Revenue $0

Investment Income $98,155

Other Revenue $0

TOTAL REVENUE $223,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,249

Fundraising Expenses $0

Other Expenses $89,176

TOTAL EXPENSES $130,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,155	$189,442	+0.2%
Expenses	$130,425	$115,631	+0.1%
Net Income	$92,730	$73,811	+0.3%

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

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
PETER FEDOR	TRUSTEE	N/A	Director	$0	$0	$0
SUSAN STOKES	TRUSTEE	N/A	Director	$0	$0	$0
ERICA BARNES	TRUSTEE	N/A	Director	$0	$0	$0
KENNY BOLIN	TRUSTEE	N/A	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	No data	No data	No data	No data
2024	$223,155	$130,425	$1,405,787	$92,730
2023	$189,442	$115,631	$1,313,274	$73,811
2022	$66,813	$162,041	$1,239,506	$-95,228
2021	$354,833	$90,246	$1,334,516	$264,587
2020	$159,409	$97,424	$1,069,887	$61,985
2019	$269,477	$89,564	$1,007,914	$179,913

PLUMBING & AC CONTRACTOR INDUSTRY FUND (PACCIF)