PLUMBING-HEATING-COOLING CONTRACTO… - 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

1982

Legal Domicile

Principal Officer

GEORGE SALET

Phone

9166400910

Tax Period

2021-07-01 to 2022-06-30

PLUMBING-HEATING-COOLING CONTRACTORS OF THE GREATER SACRAMENTO AREA, founded in 1982, is a small nonprofit that reported $870K in total revenue in fiscal year 2021. The organization ran a surplus of $139K, a strong 16% operating margin.

Mission

TO PROVIDE AN ACCREDITED TRAINING COURSE FOR APPRENTICESHIP IN THE PLUMBING, HEATING, AND COOLING INDUSTRY.

Program Service Accomplishments

Program 1

THE ASSOCIATION PROVIDES TRAINING FOR AN APPRENTICESHIP ACCREDITATION. ALSO PROVIDES UPDATED CONSTRUCTION CODE INFORMATION AND TRAINING ON CODE REQUIREMENTS TO LICENSED CONTRACTORS IN NORTHERN...

THE ASSOCIATION PROVIDES TRAINING FOR AN APPRENTICESHIP ACCREDITATION. ALSO PROVIDES UPDATED CONSTRUCTION CODE INFORMATION AND TRAINING ON CODE REQUIREMENTS TO LICENSED CONTRACTORS IN NORTHERN CALIFORNIA.

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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 (2021)

Revenue Breakdown

Contributions & Grants $10,780

Program Service Revenue $794,329

Investment Income $1,752

Other Revenue $63,534

TOTAL REVENUE $870,395

Expense Breakdown

Grants Paid $8,020

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $722,925

TOTAL EXPENSES $730,945

Year-over-Year Comparison

	2021	2020	Change
Revenue	$870,395	$879,295	0.0%
Expenses	$730,945	$539,281	+0.4%
Net Income	$139,450	$340,014	-0.6%

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

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

$109,305

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH K MAUS	EXECUTIVE VICE PRESIDENT	0.00	Officer	$0	$4,505	$109,305
TRACY THRELFALL	CEO	20.00	Officer	$0	$0	$0
CHERYL MOSIER	PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH WOOD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID BERNHARD	SECRETARY/TREASUER	1.00	Officer Director	$0	$0	$0
RAY BONETTI	CHAIR	1.00	Officer Director	$0	$0	$0
MIKE DE SILVA	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGE SALET	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN SCHIMNOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
AARON RAMIREZ	DIRECTOR	1.00	Director	$0	$0	$0
NICK MOSER	DIRECTOR	1.00	Director	$0	$0	$0
JARED GOODREAU	DIRECTOR	1.00	Director	$0	$0	$0
ROMAN SCANAGATTA	DIRECTOR	1.00	Director	$0	$0	$0
JAKE NEWMAN	DIRECTOR	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
2022	$870,395	$730,945	$1,297,775	$139,450
2021	$879,295	$539,281	$1,094,801	$340,014
2020	$715,630	$603,874	$488,677	$111,756
2019	No data	No data	No data	No data
2018	No data	No data	No data	No data

PLUMBING-HEATING-COOLING CONTRACTORS OF THE GREATER SACRAMENTO AREA