UNITED ASSOCIATION OF JOUR & APPR 99PPF (EIN 370559351) - 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

1879

Legal Domicile

Principal Officer

CHRIS EVANS

Phone

3096632337

Tax Period

2023-10-01 to 2024-09-30

UNITED ASSOCIATION OF JOUR & APPR 99PPF, founded in 1879, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.3M left a modest 4% surplus.

Mission

OPERATION OF PLUMBERS LOCAL 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 (2023)

Revenue Breakdown

Contributions & Grants $10,200

Program Service Revenue $1,234,469

Investment Income $67,438

Other Revenue $31,009

TOTAL REVENUE $1,343,116

Expense Breakdown

Grants Paid $28,114

Salaries & Benefits $606,366

Fundraising Expenses $0

Other Expenses $620,849

TOTAL EXPENSES $1,286,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,343,116	$1,317,210	+0.0%
Expenses	$1,286,395	$1,006,416	+0.3%
Net Income	$56,721	$310,794	-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

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

$242,066

Total Directors

$1,236

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY EVANS	VP	1.00	Officer Director	$672	$0	$672
JOSH KEMP	EXECUTIVE BOARD	1.00	Director	$564	$0	$564
DAN RIDDLE	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
ANDY TERVEN	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
DAVID KELLEHER	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
CHRISTOPHER EVANS	FINANCIAL SECRETARY	1.00	Officer	$13,326	$0	$13,326
BRIAN KILEY	PRESIDENT	1.00	Officer	$1,450	$0	$1,450
JAY LOGAN	BUSINESS MANAGER	45.00	Officer	$144,210	$82,408	$226,618
JERRY KELLEHER	BUSINESS AGENT	45.00	Highest	$133,024	$79,431	$212,455

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	$1,343,116	$1,286,395	$2,267,797	$56,721
2023	$1,317,210	$1,006,416	$2,158,966	$310,794
2022	$1,143,155	$869,742	$1,758,094	$273,413
2021	$1,527,733	$917,860	$1,619,526	$609,873
2020	$816,459	$750,560	$921,199	$65,899
2019	$693,966	$737,510	$803,600	$-43,544
2018	$731,722	$736,693	$836,122	$-4,971

UNITED ASSOCIATION OF JOUR & APPR 99PPF