PLUMBERS & STEAMFITTERS MANAGED HEALTH CARE PLAN (EIN 943203548) - 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

1994

Legal Domicile

Principal Officer

STEVE MCCALL

Phone

7076444071

Tax Period

2023-07-01 to 2024-06-30

PLUMBERS & STEAMFITTERS MANAGED HEALTH CARE PLAN, founded in 1994, is a community nonprofit that reported $8.2M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $7.5M left a modest 8% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS IN THIS MULTIEMPLOYER 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,568,147

Investment Income $610,720

Other Revenue $0

TOTAL REVENUE $8,178,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $246,319

Fundraising Expenses $0

Other Expenses $430,316

TOTAL EXPENSES $7,511,894

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,178,867	$8,978,969	-0.1%
Expenses	$7,511,894	$8,237,635	-0.1%
Net Income	$666,973	$741,334	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven McCall	CO-CHAIRMAN	0.2	Officer Director	$0	$0	$0
ALEX HALL	CO-CHAIRMAN	0.2	Officer Director	$0	$0	$0
GREGORY SIMON	TRUSTEE	0.2	Director	$0	$0	$0
MICHAEL STIRLING	TRUSTEE	0.2	Director	$0	$0	$0
FRED LEHMAN	TRUSTEE	0.2	Director	$0	$0	$0
WILLIAM CAWLEY III	TRUSTEE	0.2	Director	$0	$0	$0
SEE SCHEDULE O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.0	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	$8,178,867	$7,511,894	$14,547,105	$666,973
2023	$8,978,969	$8,237,635	$14,024,157	$741,334
2022	$7,349,273	$7,279,236	$13,064,866	$70,037
2021	$7,507,712	$7,086,982	$13,813,735	$420,730
2020	$7,546,329	$6,961,116	$13,072,305	$585,213
2019	$8,906,802	$7,071,019	$12,292,944	$1,835,783
2018	$7,526,813	$6,054,121	$9,810,455	$1,472,692

PLUMBERS & STEAMFITTERS MANAGED HEALTH CARE PLAN