UNITED ASSOCIATION OF JOURNEYMEN PLUMBERS & STEAMFITTERS LOCAL UNION 166 (EIN 350585865) - 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

1952

Legal Domicile

Principal Officer

DOUGLAS SPIETH

Phone

2604905696

Tax Period

2025-01-01 to 2025-12-31

UNITED ASSOCIATION OF JOURNEYMEN PLUMBERS & STEAMFITTERS LOCAL UNION 166, founded in 1952, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $884K, a strong 23% operating margin.

Mission

LABOR UNION

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,713,477

Investment Income $105,446

Other Revenue $94,350

TOTAL REVENUE $3,913,273

Expense Breakdown

Grants Paid $44,913

Salaries & Benefits $1,092,541

Fundraising Expenses $0

Other Expenses $1,775,641

TOTAL EXPENSES $3,028,857

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,913,273	$3,376,962	+0.2%
Expenses	$3,028,857	$2,787,890	+0.1%
Net Income	$884,416	$589,072	+0.5%

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

$635,080

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN MORENO	FINANCIAL SECRETARY TREASURER - PAST	2.00	Officer	$0	$0	$0
CHRIS BROWN	BUSINESS AGENT	44.00	Officer	$117,085	$80,426	$197,511
JESS WAGNER	PRESIDENT	2.00	Officer	$1,251	$932	$2,183
KENT PROSSER	BUSINESS MANAGER	44.00	Officer	$123,119	$81,493	$204,612
KURT PROSSER	VICE-PRESIDENT	2.00	Officer	$1,885	$762	$2,647
LESTER ZIMMERMAN	BUSINESS AGENT	45.00	Officer	$116,266	$104,186	$220,452
MARTIN LORTIE	EXECUTIVE BOARD	2.00	Officer	$0	$0	$0
RAMIRO ROMERO	EXECUTIVE BOARD	2.00	Officer	$1,650	$762	$2,412
RICHARD FULK	EXECUTIVE BOARD - PAST	2.00	Officer	$0	$0	$0
TRAVIS COBURN	RECORDING SECRETARY	2.00	Officer	$1,726	$762	$2,488
WESTON LEFFERS	EXECUTIVE BOARD	2.00	Officer	$0	$0	$0
DOUGLAS SPIETH	FINANCIAL SECRETARY TREASURER - NEW	2.00	Officer	$1,668	$1,107	$2,775
DAMIEN REUST	EXECUTIVE BOARD - NEW	2.00	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
2025	$3,913,273	$3,028,857	$8,650,038	$884,416
2024	$3,376,962	$2,787,890	$6,740,111	$589,072
2023	$2,815,570	$2,639,867	$5,522,936	$175,703
2022	$2,695,006	$2,564,493	$5,213,150	$130,513
2021	$3,070,844	$2,583,133	$4,856,056	$487,711
2020	$2,373,274	$2,105,812	$4,201,370	$267,462
2019	$2,104,122	$2,195,662	$3,798,810	$-91,540
2018	$1,970,397	$2,234,369	$3,677,398	$-263,972

UNITED ASSOCIATION OF JOURNEYMEN PLUMBERS & STEAMFITTERS LOCAL UNION 166