PLUMBING HEATING AND REFRIGERATION INDUSTRY TRUST (EIN 946082960) - 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

1956

Legal Domicile

Principal Officer

DUSTIN SACCONE

Phone

7074869625

Tax Period

2024-07-01 to 2025-06-30

PLUMBING HEATING AND REFRIGERATION INDUSTRY TRUST, founded in 1956, is a micro nonprofit that reported $88K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $99K exceeded revenue, resulting in a 13% operating deficit.

Mission

THE ORGANIZATIONS EXEMPT PURPOSE IS TO PROMOTE INTEREST IN THE UNIONIZED PLUMBING, HEATING AND REFRIGERATION INDUSTRY IN THE COUNTIES COVERED.

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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 $66,512

Investment Income $21,315

Other Revenue $0

TOTAL REVENUE $87,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,460

Other Expenses $99,460

TOTAL EXPENSES $99,460

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,827	$74,616	+0.2%
Expenses	$99,460	$114,352	-0.1%
Net Income	$-11,633	$-39,736	-0.7%

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
DUSTIN SACCONE	PRESIDENT	5.00	Officer	$0	$0	$0
CHAD PETTY	VICE PRESIDENT	5.00	Officer	$0	$0	$0
SCOTT STRAWBRIDGE	SECRETARY	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
2025	$87,827	$99,460	$650,596	$-11,633
2024	$74,616	$114,352	$662,229	$-39,736
2023	$54,289	$75,256	$701,965	$-20,967
2022	$76,957	$85,873	$722,932	$-8,916
2021	$95,799	$41,734	$731,848	$54,065
2020	$93,146	$34,339	$677,783	$58,807
2019	$100,427	$100,256	$618,976	$171

PLUMBING HEATING AND REFRIGERATION INDUSTRY TRUST