BENEVOLENT FUND OF LOCAL 9 PLUMBER… - Form 990 Financial Data

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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

2013

Legal Domicile

Phone

7327921999

Tax Period

2024-07-01 to 2025-06-30

BENEVOLENT FUND OF LOCAL 9 PLUMBERS AND PIPEFITTERS, founded in 2013, is a small nonprofit in the Human Services sector that reported $282K in total revenue in fiscal year 2024. The organization ran a surplus of $189K, a strong 67% operating margin.

Mission

Charitable and educational with purposes such as, relief of the poor, distressed or underprivileged; the advancement of education;the involvement of its members in civic activities and functions to promote the well being of the citizens of the State of NJ.......

Program Service Accomplishments

Program 1

Expenses: $67,619 Revenue: $218,698

Charitable and educational, relief of poor, distressed or underprivileged, civic activities, promote the well being of NJ citizens.

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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 $218,698

Program Service Revenue $0

Investment Income $63,611

Other Revenue $0

TOTAL REVENUE $282,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,619

Other Expenses $93,681

TOTAL EXPENSES $93,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$282,309	$275,009	+0.0%
Expenses	$93,681	$56,099	+0.7%
Net Income	$188,628	$218,910	-0.1%

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	Role	Reportable Comp	Other Comp	Total
MICHAEL DOS SANTOS	Trustee	Director	$0	$0	$0
WAYNE DIAL	Chairman	Officer Director	$0	$0	$0
BRIAN THOMS	Trustee	Director	$0	$0	$0
TODD MONTGOMERY	Trustee	Director	$0	$0	$0
RANDALL DAVIS	Trustee	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	$282,309	$93,681	$1,916,652	$188,628
2024	$275,009	$56,099	$1,722,706	$218,910
2023	$140,047	$80,836	$1,486,564	$59,211
2022	$182,707	$105,041	$1,378,402	$77,666
2021	$145,870	$211,161	$1,368,691	$-65,291
2020	$216,009	$434,348	$1,446,104	$-218,339
2019	$260,983	$112,423	$1,664,443	$148,560

BENEVOLENT FUND OF LOCAL 9 PLUMBERS AND PIPEFITTERS