UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES LOCAL 439

EIN: 370553738

CASEYVILLE, IL

Total Revenue
$1,412,487
Total Expenses
$876,883
Total Assets
$2,534,064
Net Assets
$2,502,648
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1911
Legal Domicile
IL
Principal Officer
CHARLIE BAILEY
Phone
6186246096
Tax Period
2023-01-01 to 2023-12-31

UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES LOCAL 439, founded in 1911, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $536K, a strong 38% operating margin.

Mission

LOCAL LABOR UNION ORGANIZATION ORGANIZED TO PROVIDE FOR ITS MEMBERS THROUGH JOB PLACEMENT, WAGE AND BENEFIT NEGOTIATIONS, REPRESENTATION AND A BETTER QUALITY OF LIFE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,186,569
Investment Income $46,909
Other Revenue $179,009
TOTAL REVENUE $1,412,487

Expense Breakdown

Grants Paid $0
Salaries & Benefits $501,941
Fundraising Expenses $0
Program Expenses $578,820
Other Expenses $374,942
TOTAL EXPENSES $876,883

Year-over-Year Comparison

2023 2022 Change
Revenue $1,412,487 $1,060,119 +0.3%
Expenses $876,883 $771,995 +0.1%
Net Income $535,604 $288,124 +0.9%
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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Governance

Voting Members
4
Independent Members
N/A
Employees
4
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
6
$353,460
Total Directors
14
$12,664
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN PASSAGLIA VICE PRESIDENT 1.00
Director
$7,448 $5,216 $12,664
JOHN SCHWARTKOPF FORMER FINANCE COMMITTEE 1.00
Director
$0 $0 $0
MIKE STEPPIG EXECUTIVE BOARD 1.00
Director
$0 $0 $0
MIKE BAILEY EXECUTIVE BOARD 1.00
Director
$0 $0 $0
PAT BAILEY EXECUTIVE BOARD 1.00
Director
$0 $0 $0
CHRIS WALSTER FINANCE COMMITTEE 1.00
Director
$0 $0 $0
SCOTT COLLEY FORMER FINANCE COMMITTEE 1.00
Director
$0 $0 $0
BEN LINDQUIST FORMER EXAMINING BOARD 1.00
Director
$0 $0 $0
MATT CATES EXECUTIVE BOARD 1.00
Director
$0 $0 $0
ROSS BELLUM FINANCE COMMITTEE 1.00
Director
$0 $0 $0
KILE BAILEY FINANCE COMMITTEE 1.00
Director
$0 $0 $0
CLAYTON WILKE EXAMINING BOARD 1.00
Director
$0 $0 $0
JAKE VAYAK EXAMINING BOARD 1.00
Director
$0 $0 $0
NEAL SCHNALLER EXAMINING BOARD 1.00
Director
$0 $0 $0
JOE HOERTEL FORMER PRESIDENT 1.00
Officer
$0 $0 $0
CHARLIE BAILEY JR BUINESS MANAGER/FINANCIAL 40.00
Officer
$96,824 $67,803 $164,627
STEVE KOHLBERG RECORDING SECRETARY 1.00
Officer
$0 $0 $0
MARK THOMAS FORMER BUINESS MANAGER/FINANCIAL 1.00
Officer
$116,189 $72,644 $188,833
MACK SCHMIDT PRESIDENT 1.00
Officer
$0 $0 $0
JASON REED INSIDE GUARD 1.00
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 No data No data No data No data
2024 No data No data No data No data
2023 $1,412,487 $876,883 $2,534,064 $535,604
2022 $1,060,119 $771,995 $1,993,970 $288,124
2021 $1,180,337 $815,409 $1,722,729 $364,928
2020 $900,539 $853,368 $1,376,839 $47,171
2019 $1,100,889 $853,190 $1,326,743 $247,699
2018 $987,153 $837,100 $1,060,350 $150,053
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