UA LOCAL 38 APPRENTICESHIP AND SUP… - Form 990 Financial Data

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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

1974

Legal Domicile

Principal Officer

LARRY MAZZOLA JR

Phone

4156262000

Tax Period

2022-07-01 to 2023-06-30

UA LOCAL 38 APPRENTICESHIP AND SUPPLEMENTAL TRAINING TRUST FUND OF SAN, founded in 1974, is a community nonprofit that reported $5.2M in total revenue in fiscal year 2022. Expenses of $7.1M exceeded revenue, resulting in a 36% operating deficit.

Mission

THE FUND WAS CREATED FOR THE PURPOSE OF EDUCATING APPRENTICES AND PROVIDING SUPPLEMENTAL EDUCATION TO JOURNEYMEN IN THE PLUMBING AND PIPEFITTING INDUSTRY AND TO PROVIDE SPECIAL EDUCATION PROGRAMS ON DEVELOPMENTS WITHIN THE PLUMBING AND PIPEFITTING INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $6,802,791 Revenue: $4,893,840

EDUCATED APPRENTICES, PROVIDED SUPPLEMENTAL EDUCATION TO JOURNEYMEN IN THE PLUMBING AND PIPEFITTING INDUSTRY, AND PROVIDED SPECIAL EDUCATION PROGRAMS ON DEVELOPMENTS WITHIN THE PLUMBING AND...

EDUCATED APPRENTICES, PROVIDED SUPPLEMENTAL EDUCATION TO JOURNEYMEN IN THE PLUMBING AND PIPEFITTING INDUSTRY, AND PROVIDED SPECIAL EDUCATION PROGRAMS ON DEVELOPMENTS WITHIN THE PLUMBING AND PIPEFITTING INDUSTRY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $45,467

Program Service Revenue $4,785,480

Investment Income $237,538

Other Revenue $108,360

TOTAL REVENUE $5,176,845

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,158,853

Fundraising Expenses $0

Program Expenses $6,802,791

Other Expenses $3,892,874

TOTAL EXPENSES $7,051,727

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,176,845	$5,028,902	+0.0%
Expenses	$7,051,727	$6,046,124	+0.2%
Net Income	$-1,874,882	$-1,017,222	+0.8%

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

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
Liam Devlin	ASSISTANT COORDINATOR	40.0	Highest	$211,781	$87,574	$299,355
Stephen Mazzola	Coordinator	40.0	Highest	$181,829	$116,623	$298,452
RICHARD HARLAN	INSTRUCTOR	40.0	Highest	$156,077	$106,949	$263,026
Steven Christani	INSTRUCTOR	40.0	Highest	$172,474	$79,568	$252,042
Edward Miltimore	INSTRUCTOR	40.0	Highest	$154,597	$72,897	$227,494
Robert E Buckley Jr	TRUSTEE	0.1	Director	$0	$0	$0
Armand Kilijian	TREASURER	0.1	Officer Director	$0	$0	$0
Fred Nurisso	CO-CHAIRMAN	0.1	Officer Director	$0	$0	$0
Larry Mazzola Jr	CHAIRMAN	0.1	Officer Director	$0	$0	$0
Bill Blackwell	TRUSTEE	0.1	Director	$0	$0	$0
Frank Reardon	SECRETARY	0.1	Officer Director	$0	$0	$0
John Chiarenza	TRUSTEE	0.1	Director	$0	$0	$0
Tony Guzzetta	TRUSTEE	0.1	Director	$0	$0	$0
RJ Ferrari	TRUSTEE	0.1	Director	$0	$0	$0
ALEX HALL	TRUSTEE	0.1	Director	$0	$0	$0
John Corso	ALTERNATE TRUSTEE	0.1	Director	$0	$0	$0
michael buckley	TRUSTEE	0.1	Director	$0	$0	$0
Kevin Caracciolo	TRUSTEE - EFF. 7/2022	0.1	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	No data	No data	No data	No data
2023	$5,176,845	$7,051,727	$38,256,532	$-1,874,882
2022	$5,028,902	$6,046,124	$16,974,546	$-1,017,222
2021	$5,968,471	$5,073,157	$19,886,029	$895,314
2020	$6,203,383	$5,190,031	$18,079,706	$1,013,352
2019	$6,603,980	$5,263,239	$16,816,599	$1,340,741

UA LOCAL 38 APPRENTICESHIP AND SUPPLEMENTAL TRAINING TRUST FUND OF SAN