PLUMBERS & STEAMFITTERS LOCAL 100 OF DALLAS HEALTH & WELFARE PLAN (EIN 756012110) - 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

1958

Legal Domicile

Principal Officer

BENJAMIN BRADSHAW

Phone

9729439006

Tax Period

2020-07-01 to 2021-04-30

PLUMBERS & STEAMFITTERS LOCAL 100 OF DALLAS HEALTH & WELFARE PLAN, founded in 1958, is a mid-sized nonprofit that reported $13.8M in total revenue in fiscal year 2020. Revenue decreased 11% compared to the prior year.

Mission

HEALTH & WELFARE BENEFIT PLAN.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $12,057,113

Investment Income $198,365

Other Revenue $1,593,750

TOTAL REVENUE $13,849,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,202,648

Other Expenses $1,795,624

TOTAL EXPENSES $14,503,277

Year-over-Year Comparison

	2020	2019	Change
Revenue	$13,849,228	$15,585,327	-0.1%
Expenses	$14,503,277	$19,505,846	-0.3%
Net Income	$-654,049	$-3,920,519	-0.8%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK BEAUDIN	TRUSTEE	2.00	Officer Director	$0	$0	$0
MARK T KELLY	TRUSTEE (CHAIRMAN)	2.00	Officer Director	$0	$0	$0
J CRAIG BERENDZEN	TRUSTEE	2.00	Officer Director	$0	$0	$0
BENJAMIN BRADSHAW SECRETARY	TRUSTEE	2.00	Officer Director	$0	$0	$0
MIKE AUTHURS	TRUSTEE	2.00	Officer 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
2021	$13,849,228	$14,503,277	No data	$-654,049
2020	$15,585,327	$19,505,846	$5,601,060	$-3,920,519
2019	$18,459,512	$17,780,604	$10,557,102	$678,908
2018	$16,832,146	$17,137,927	$8,689,477	$-305,781

PLUMBERS & STEAMFITTERS LOCAL 100 OF DALLAS HEALTH & WELFARE PLAN