UNITED ASSOCIATION LOCAL 140 PIPEFITTERS PLUMBERS HVAC & R (EIN 202498482) - 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

2005

Legal Domicile

Principal Officer

TRAVIS K MORGAN

Phone

8019736784

Tax Period

2024-01-01 to 2024-12-31

UNITED ASSOCIATION LOCAL 140 PIPEFITTERS PLUMBERS HVAC & R, founded in 2005, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $550K, a strong 16% operating margin.

Mission

THIS EXEMPT ORGANIZATION IS A LABOR UNION. AS A LABOR UNION IT REPRESENTS ITS MEMBERS TO SECURE BETTER WORKING CONDITIONS AND CAREER ADVANCEMENT FOR ITS MEMBERS. THIS INCLUDES BUT IS NOT LIMITED TO NEGOTIATING LABOR CONTRACTS, HANDLING GRIEVANCES AND OTHER ISSUES.

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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 $3,211,761

Investment Income $169,192

Other Revenue $0

TOTAL REVENUE $3,380,953

Expense Breakdown

Grants Paid $33,195

Salaries & Benefits $733,492

Fundraising Expenses $0

Other Expenses $1,903,463

TOTAL EXPENSES $2,831,357

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,380,953	$3,092,197	+0.1%
Expenses	$2,831,357	$2,952,603	0.0%
Net Income	$549,596	$139,594	+2.9%

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

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

$342,410

Total Directors

$342,410

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRAVIS K MORGAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
SHAUN FORD	SENTRY	4.00	Officer Director	$110,948	$0	$110,948
JEREMY S HASLAM	BUSINESS MAN	40.00	Officer Director	$120,514	$0	$120,514
CODY WEAVER	VICE PRESIDE	40.00	Officer Director	$110,948	$0	$110,948
MARK RUSTON	SENTRY	N/A	Director	$0	$0	$0
JESSE ADAMS	FINANCE COMM	4.00	Director	$0	$0	$0
BRIAN URE	EXECUTIVE BO	N/A	Director	$0	$0	$0
ZACH DAYBELL	EXECUTIVE BO	4.00	Director	$0	$0	$0
MARK ELIESON	EXECUTIVE BO	4.00	Director	$0	$0	$0
RYAN HARRISON	EXAMINING BO	N/A	Director	$0	$0	$0
JACOB ANDERSON	FINANCE COMM	N/A	Director	$0	$0	$0
HYRUM S MATTHEWS	FINANCE COMM	4.00	Director	$0	$0	$0
COLIN SALEE	EXAMINING BO	4.00	Director	$0	$0	$0
CODY DEJONG	EXAMINING BO	4.00	Director	$0	$0	$0
CODY CARLSON	EXAMINING BO	4.00	Director	$0	$0	$0
KORI RUSHTON	EXAMINING BO	N/A	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
2024	$3,380,953	$2,831,357	$5,456,608	$549,596
2023	$3,092,197	$2,952,603	$4,826,610	$139,594
2022	$2,988,065	$2,466,644	$4,609,989	$521,421
2021	$2,905,600	$2,275,980	$4,321,391	$629,620
2020	$2,090,754	$1,901,949	$3,764,800	$188,805
2019	$2,479,420	$2,278,951	$3,477,752	$200,469
2018	$2,478,735	$2,598,039	$3,304,581	$-119,304

UNITED ASSOCIATION LOCAL 140 PIPEFITTERS PLUMBERS HVAC & R