UNITED ASSOC OF JOURNEYMEN&APPRENTICES LU #696 (EIN 221423178) - 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

1916

Legal Domicile

Principal Officer

KEVIN BELLEW

Tax Period

2023-01-01 to 2023-12-31

UNITED ASSOC OF JOURNEYMEN&APPRENTICES LU #696, founded in 1916, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.3M left a modest 8% surplus.

Mission

LABOR UNION ORGANIZATION

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $8,000

Program Service Revenue $2,765,058

Investment Income $186,779

Other Revenue $604,285

TOTAL REVENUE $3,564,122

Expense Breakdown

Grants Paid $242,318

Salaries & Benefits $1,843,476

Fundraising Expenses $0

Program Expenses $3,284,759

Other Expenses $1,071,725

TOTAL EXPENSES $3,284,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,564,122	$3,208,132	+0.1%
Expenses	$3,284,759	$3,072,533	+0.1%
Net Income	$279,363	$135,599	+1.1%

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

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

$1,481,389

Total Directors

$6,940

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN BELLEW	BUSINESS MANAGER	38.00	Officer	$203,154	$117,368	$320,522
PHILIP MANCINI	BUSINESS AGENT	40.00	Officer	$183,397	$112,408	$295,805
SCOTT LAMORTICELLA	BUSINESS AGENT	40.00	Officer	$180,153	$111,600	$291,753
DALE SHEETZ	APPRENTICE COORD	40.00	Officer	$175,022	$110,210	$285,232
ROBERT DOYLE	FINL SECORGANIZER	38.00	Officer	$167,646	$110,375	$278,021
JAMES LYNCH	PRESIDENT	3.00	Officer	$6,951	$0	$6,951
ANTHONY MESSINA	EXECUTIVE BOARD	3.00	Director	$3,470	$0	$3,470
CHRIS LANGSTON	EXECUTIVE BOARD	3.00	Director	$3,470	$0	$3,470
JEFFREY DRANSFIELD	RECORDING SECRETARY	3.00	Officer	$3,105	$0	$3,105
MICHAEL LYNCH	EXECUTIVE BOARD	3.00	Director	$0	$0	$0
DANIEL HURLEY	EXECUTIVE BOARD	3.00	Director	$0	$0	$0
BRIAN GILLIGAN	INNER GUARD	3.00	Officer	$0	$0	$0
ANTHONY BARBOZA	VICE PRESIDENT	3.00	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	No data	No data	No data	No data
2023	$3,564,122	$3,284,759	$8,312,858	$279,363
2022	$3,208,132	$3,072,533	$8,036,619	$135,599
2021	$3,361,312	$3,109,784	$7,891,233	$251,528
2020	$3,231,294	$2,835,418	$7,630,208	$395,876
2019	$3,705,140	$3,034,431	$7,312,344	$670,709
2018	$3,599,830	$3,152,811	$6,566,289	$447,019

UNITED ASSOC OF JOURNEYMEN&APPRENTICES LU #696