UA PLUMBERS AND STEAMFITTERS LOCAL NO 22 JOINT APPRENTICESHIP & TRAINING TRUST (EIN 166051839) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

RICHARD EVANS

Phone

7166688500

Tax Period

2024-06-01 to 2025-05-31

UA PLUMBERS AND STEAMFITTERS LOCAL NO 22 JOINT APPRENTICESHIP & TRAINING TRUST, founded in 1961, is a community nonprofit in the Employment sector that reported $2.0M in total revenue in fiscal year 2024. Expenses of $1.8M left a modest 11% surplus.

Mission

TO PROVIDE TRAINING FOR APPRENTICE AND JOURNEYMEN MEMBERS OF U.A. PLUMBERS & STEAMFITTERS LOCAL UNION NO. 22

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $42,947

Program Service Revenue $1,841,817

Investment Income $85,829

Other Revenue $3,517

TOTAL REVENUE $1,974,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,089,351

Fundraising Expenses $0

Program Expenses $1,385,097

Other Expenses $662,130

TOTAL EXPENSES $1,751,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,974,110	$1,845,132	+0.1%
Expenses	$1,751,481	$1,728,927	+0.0%
Net Income	$222,629	$116,205	+0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

119

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

$191,813

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BEMENT	TRUSTEE (TO 1/2025)	1.00	Director	$0	$0	$0
MARK MUSKOPF	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH MARCHITTE	TRUSTEE (TO 1/2025)	1.00	Director	$0	$0	$0
RICHARD EVANS	CHAIRMAN/TRUSTEE	1.00	Director	$0	$0	$0
NATHAN BARNARD	TRUSTEE	1.00	Director	$0	$0	$0
M DOUG JALOVICK	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK LEARY	TRUSTEE	1.00	Director	$0	$0	$0
RYAN SULLIVAN	TRUSTEE (FROM 1/2025)	1.00	Director	$0	$0	$0
BILL LAVELLE	TRUSTEE (FROM 1/2025)	1.00	Director	$0	$0	$0
SARA LAVERY	TRUSTEE	1.00	Director	$0	$0	$0
JOEL BROCK	TRAINING COORDINATOR	44.00	Officer	$129,575	$62,238	$191,813
ADAM RADWAN	ASSISTANT TRAINING COORDINATOR	44.00	Highest	$111,205	$62,238	$173,443
BRYAN SCHIEFER	HVAC LEAD	44.00	Highest	$109,436	$59,734	$169,170

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	$1,974,110	$1,751,481	$4,681,970	$222,629
2024	$1,845,132	$1,728,927	$4,529,034	$116,205
2023	$1,547,181	$1,541,927	$4,423,996	$5,254
2022	$1,471,666	$1,395,003	$2,805,441	$76,663
2021	$1,455,567	$1,287,662	$2,796,418	$167,905
2020	$1,423,556	$1,225,301	$2,530,208	$198,255
2019	$1,482,895	$1,400,630	$2,379,959	$82,265

UA PLUMBERS AND STEAMFITTERS LOCAL NO 22 JOINT APPRENTICESHIP & TRAINING TRUST