PLUMBERS AND STEAMFITTERS LOCAL 13… - 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

JOHN M BATES

Phone

8124238043

Tax Period

2023-02-01 to 2024-01-31

PLUMBERS AND STEAMFITTERS LOCAL 136 VACATION FUND, founded in 1982, is a community nonprofit that reported $6.2M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

PROVIDE VACATION BENEFITS FOR MEMBERS OF PLUMBERS AND STEAMFITTERS LOCAL 136.

Program Service Accomplishments

Program 1

THE VACATION FUND PROVIDES FOR THE PAYMENT OF BENEFITS TO THE PARTICIPANTS OF THE PLAN BY RECEIVING POST-TAX PARTICIPANT CONTRIBUTIONS THAT ARE WITHHELD BY PARTICIPATING EMPLOYERS, AND THEN...

THE VACATION FUND PROVIDES FOR THE PAYMENT OF BENEFITS TO THE PARTICIPANTS OF THE PLAN BY RECEIVING POST-TAX PARTICIPANT CONTRIBUTIONS THAT ARE WITHHELD BY PARTICIPATING EMPLOYERS, AND THEN DISBURSING THEM TO THE PARTICIPANTS' ACCOUNTS.

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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 $6,183,605

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,183,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $6,122,439

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,183,605	$5,230,664	+0.2%
Expenses	$6,122,439	$5,223,061	+0.2%
Net Income	$61,166	$7,603	+7.0%

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

N/A

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
JOHN M BATES	TRUSTEE	5.00	Director	$0	$0	$0
JAKE SOVERN	TRUSTEE	5.00	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
2025	No data	No data	No data	No data
2024	$6,183,605	$6,122,439	$508,062	$61,166
2023	$5,230,664	$5,223,061	$446,896	$7,603
2022	$5,980,719	$6,017,981	$439,293	$-37,262
2021	$7,781,988	$7,871,584	$476,555	$-89,596
2020	$7,530,977	$7,392,291	$566,151	$138,686
2019	$6,614,746	$6,622,276	$427,465	$-7,530

PLUMBERS AND STEAMFITTERS LOCAL 136 VACATION FUND