UNITED ASSOC OF PLUMBERS & PIPEFITTERS LOCAL NO 168 APPRENTICESHIP FUND (EIN 316050886) - 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

1956

Legal Domicile

Principal Officer

DAVID M HAAS

Phone

7403737965

Tax Period

2024-01-01 to 2024-12-31

UNITED ASSOC OF PLUMBERS & PIPEFITTERS LOCAL NO 168 APPRENTICESHIP FUND, founded in 1956, is a small nonprofit that reported $490K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

OPERATION OF APPRENTICESHIP PROGRAM AND JOURNEY WORKER TRAINING SCHOOL

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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 $54,531

Program Service Revenue $412,139

Investment Income $11,296

Other Revenue $11,877

TOTAL REVENUE $489,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $270,661

Fundraising Expenses $0

Other Expenses $245,320

TOTAL EXPENSES $515,981

Year-over-Year Comparison

	2024	2023	Change
Revenue	$489,843	$538,907	-0.1%
Expenses	$515,981	$551,664	-0.1%
Net Income	$-26,138	$-12,757	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE ARCHER	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY ZOLLER	TRUSTEE	1.00	Officer Director	$0	$0	$0
DAVID HAAS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JEFFREY WHITE	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW HILVERDING	CHAIRMAN	1.00	Director	$0	$0	$0
TIMOTHY BROOKER	TRUSTEE	1.00	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	$489,843	$515,981	$953,939	$-26,138
2023	$538,907	$551,664	$980,911	$-12,757
2022	$510,579	$543,827	$993,411	$-33,248
2021	$673,026	$515,711	$1,021,804	$157,315
2020	$558,658	$556,218	$864,489	$2,440
2019	$598,314	$583,938	$862,049	$14,376
2018	$592,260	$595,853	$847,673	$-3,593
2017	$465,708	$577,302	$851,266	$-111,594

UNITED ASSOC OF PLUMBERS & PIPEFITTERS LOCAL NO 168 APPRENTICESHIP FUND