LOCAL 99 UA OF PLUMBERS & PIPEFITTERS APPRENTICESHIP TRAINING (EIN 237374182) - 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

1899

Legal Domicile

Principal Officer

JAY LOGAN

Phone

3096632337

Tax Period

2023-01-01 to 2023-12-31

LOCAL 99 UA OF PLUMBERS & PIPEFITTERS APPRENTICESHIP TRAINING, founded in 1899, is a small nonprofit in the Employment sector that reported $341K in total revenue in fiscal year 2018. Net assets of $1.3M represent 45 months of operating reserves.

Mission

TRAINING FOR PLUMBING & 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 (2023)

Revenue Breakdown

Contributions & Grants $9,482

Program Service Revenue $638,556

Investment Income $211,832

Other Revenue $36,712

TOTAL REVENUE $896,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $266,574

Fundraising Expenses $0

Program Expenses $389,702

Other Expenses $280,142

TOTAL EXPENSES $546,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$896,582	$665,453	+0.3%
Expenses	$546,716	$488,192	+0.1%
Net Income	$349,866	$177,261	+1.0%

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

$126,733

Total Directors

$19,687

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT SPAID	TRUSTEE	1.00	Director	$19,587	$0	$19,587
STEVEN STIMSON	TRUSTEE	1.00	Director	$0	$0	$0
JEFF BROWN	TRUSTEE	1.00	Director	$0	$0	$0
PAUL BRUSH	TRUSTEE	1.00	Director	$0	$0	$0
JACOB BRENNAN	TRUSTEE	1.00	Director	$0	$0	$0
JAY LOGAN	CHAIRMAN	2.00	Officer Director	$100	$0	$100
JAMI CARVER	TRAINING COORDINATOR	40.00	Officer	$73,564	$53,069	$126,633

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	$896,582	$546,716	$2,337,732	$349,866
2022	$665,453	$488,192	$2,084,133	$177,261
2021	$784,044	$462,633	$2,005,557	$321,411
2020	$536,717	$343,297	$1,619,714	$193,420
2019	$424,364	$388,881	$1,399,104	$35,483
2018	$341,359	$347,987	$1,324,448	$-6,628

LOCAL 99 UA OF PLUMBERS & PIPEFITTERS APPRENTICESHIP TRAINING