PLUMBERS AND STEAMFITTERS LOCAL 136 VACATION FUND

EIN: 812957600

EVANSVILLE, IN

Total Revenue
$6,183,605
Total Expenses
$6,122,439
Total Assets
$508,062
Net Assets
$508,062
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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
IN
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.

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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%)

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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

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Governance

Voting Members
2
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
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
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