PLUMBER & PIPEFITTERS LOCAL UNION GENERAL FUND (EIN 940944910) - 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

1941

Legal Domicile

Principal Officer

TODD SCHIAVO

Phone

9164576595

Tax Period

2024-01-01 to 2024-12-31

PLUMBER & PIPEFITTERS LOCAL UNION GENERAL FUND, founded in 1941, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.0M, a strong 31% operating margin.

Mission

PROVIDE COLLECTIVE BARGAINING SERVICES TO ITS MEMBERS.

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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 $0

Program Service Revenue $6,534,667

Investment Income $223,641

Other Revenue $-284,592

TOTAL REVENUE $6,473,716

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,617,049

Fundraising Expenses $0

Program Expenses $2,131,805

Other Expenses $2,818,399

TOTAL EXPENSES $4,435,448

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,473,716	$5,525,483	+0.2%
Expenses	$4,435,448	$3,693,663	+0.2%
Net Income	$2,038,268	$1,831,820	+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

N/A

Employees

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

$773,429

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD SCHIAVO	FIN SECBUSINESS MANAGER	40.00	Officer	$213,223	$0	$213,223
ANDREW DAVIE	VICE PRESORGANIZER	40.00	Officer	$190,589	$0	$190,589
ZAK NOONAN	BUSINESS AGENT	40.00	Officer	$186,469	$0	$186,469
THOMAS ATEN	BUSINESS AGENT	40.00	Officer	$183,148	$0	$183,148
DAN BUTTON	TREASURER	5.00	Officer	$0	$0	$0
RICHARD BERTACCHI	PRESIDENT	10.00	Officer	$0	$0	$0
CHARLES NELSON	DELEGATE	5.00	Officer	$0	$0	$0
MELODY BUSK	DELEGATE	5.00	Officer	$0	$0	$0
FRANK URES	EXECUTIVE BOARD	5.00	Officer	$0	$0	$0
HEIDI WALKER	EXECUTIVE BOARD	5.00	Officer	$0	$0	$0
JERRY ZINK	EXECUTIVE BOARD	5.00	Officer	$0	$0	$0
MATT DAVIE	FINANCE COMMITTEE	5.00	Officer	$0	$0	$0
HARRY ROTZ	JOINT BOARD OF TRUSTEES	5.00	Officer	$0	$0	$0
PHIL SMYTH	JOINT BOARD OF TRUSTEES	5.00	Officer	$0	$0	$0
DAVID SPRIGG	PLUMBERS EXAM BOARD	5.00	Officer	$0	$0	$0
ANDREW WALKER	PLUMBERS EXAM BOARD	5.00	Officer	$0	$0	$0
CHRIS DREDGE	REFRIGERATION EXAM BOARD	5.00	Officer	$0	$0	$0
ROBERT FORE	REFRIGERATION EXAM BOARD	5.00	Officer	$0	$0	$0
MIKE COUNTRYMAN	REFRIGERATION EXAM BOARD	5.00	Officer	$0	$0	$0
SHANE PARKER	FINANCE COMMITTEE	5.00	Officer	$0	$0	$0
THOMAS HARP	RECORDING SECRETARY	5.00	Officer	$0	$0	$0
JOHN HERSHEY	FITTERS EXAM BOARD	5.00	Officer	$0	$0	$0
JOSH BEAN	WELDER EXAM BOARD	5.00	Officer	$0	$0	$0
RUSTY JACOBSON	WELDER EXAM BOARD	5.00	Officer	$0	$0	$0
DAVID ROWE	EXECUTIVE BOARD	5.00	Officer	$0	$0	$0
NICHOLAS COMMON	FINANCE COMMITTEE	5.00	Officer	$0	$0	$0
MILES FRANCESCONI	SERGEANT-AT-ARMS	5.00	Officer	$0	$0	$0
GRANT FARRELL	FITTERS EXAM BOARD	5.00	Officer	$0	$0	$0
DAVID KEELING	FITTERS EXAM BOARD	5.00	Officer	$0	$0	$0
BRIAN MAYDAHL	FITTERS EXAM BOARD	5.00	Officer	$0	$0	$0
MICHAEL EDWARDS	PLUMBERS EXAM BOARD	5.00	Officer	$0	$0	$0
CHARLES MARINOVICH	PLUMBERS EXAM BOARD	5.00	Officer	$0	$0	$0
PHIL ONANTANIAN	PLUMBERS EXAM BOARD	5.00	Officer	$0	$0	$0
WILLIAM BERTACCHI	REFRIGERATION EXAM BOARD	5.00	Officer	$0	$0	$0
COLBY COPELAND	WELDER EXAM BOARD	5.00	Officer	$0	$0	$0
MATT TKACIK	WELDER EXAM BOARD	5.00	Officer	$0	$0	$0
SCOTT URES	WELDER EXAM BOARD	5.00	Officer	$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
2024	$6,473,716	$4,435,448	$21,679,192	$2,038,268
2023	$5,525,483	$3,693,663	$19,682,784	$1,831,820
2022	$5,268,431	$3,626,552	$17,935,247	$1,641,879
2021	$5,142,667	$3,350,300	$16,330,922	$1,792,367
2020	$6,021,487	$3,238,330	$13,632,276	$2,783,157

PLUMBER & PIPEFITTERS LOCAL UNION GENERAL FUND