UA PIPEFITTERS LOCAL UNION 455 (EIN 410588275) - 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

1904

Legal Domicile

Principal Officer

TONY R POOLE

Phone

6514550455

Tax Period

2023-01-01 to 2023-12-31

UA PIPEFITTERS LOCAL UNION 455, founded in 1904, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $4.2M left a modest 12% surplus.

Mission

MEMBERSHIP COLLECTIVE BARGAINING AGENT

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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 $9,405

Program Service Revenue $4,089,304

Investment Income $291,922

Other Revenue $381,700

TOTAL REVENUE $4,772,331

Expense Breakdown

Grants Paid $12,375

Salaries & Benefits $1,733,678

Fundraising Expenses $0

Other Expenses $2,360,984

TOTAL EXPENSES $4,188,769

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,772,331	$4,203,271	+0.1%
Expenses	$4,188,769	$3,841,710	+0.1%
Net Income	$583,562	$361,561	+0.6%

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

$1,215,652

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN UNGER	RECORDING SECRETARY	2.00	Officer	$4,117	$0	$4,117
TONY POOLE	BUSINESS MANAGER	50.00	Officer	$194,592	$85,034	$279,626
GINO LOWE	BUSINESS REPRESENTATIVE	45.00	Officer	$112,030	$63,781	$175,811
HERSCHEL JACOBSON	EXECUTIVE BOARD	1.00	Officer	$1,442	$0	$1,442
PAT MCCULLOUGH	FINANCE COMMITTEE	1.00	Officer	$536	$0	$536
SCOTT SEATH	FIN. SECRETARY-TREASURER	45.00	Officer	$169,390	$76,502	$245,892
JOHN M LAVALLE	VICE PRESIDENT	1.00	Officer	$3,223	$0	$3,223
JIM SLOAN	BUSINESS REPRESENTATIVE	45.00	Officer	$169,447	$76,502	$245,949
AARON HAVLICEK	FINANCE COMMITTEE	1.00	Officer	$536	$0	$536
CARL MILLER	EXECUTIVE BOARD	1.00	Officer	$1,014	$0	$1,014
JOE ABBOTT	EXECUTIVE BOARD	1.00	Officer	$2,689	$0	$2,689
GRANT BERQUAL	PRESIDENT	1.00	Officer	$7,426	$0	$7,426
ERIK WITT	FINANCE COMMITTEE	1.00	Officer	$536	$0	$536
PHIL FLANAGHAN	INSIDE GUARD	1.00	Officer	$0	$0	$0
ADAM HOEN	EXECUTIVE BOARD	1.00	Officer	$1,338	$0	$1,338
KEVIN KOCINA	EXAMINING BOARD	1.00	Officer	$0	$0	$0
PAUL LINDORFER	EXAMINING BOARD	1.00	Officer	$0	$0	$0
CLARA SCHILLER	EXAMINING BOARD	1.00	Officer	$0	$0	$0
CLINT THURMES	EXAMINING BOARD	1.00	Officer	$0	$0	$0
JAKE YOUNG	EXAMINING BOARD	1.00	Officer	$0	$0	$0
DOUG LOBERG	BUSINESS REPRESENTATIVE	45.00	Officer	$169,046	$76,471	$245,517

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	$4,772,331	$4,188,769	$13,749,481	$583,562
2022	$4,203,271	$3,841,710	$13,957,113	$361,561
2021	$4,329,717	$3,922,772	$13,807,450	$406,945
2020	$4,023,305	$3,436,418	$13,960,180	$586,887
2019	$1,124,754	$3,922,836	$13,672,416	$-2,798,082
2018	$4,855,743	$3,618,666	$23,651,010	$1,237,077

UA PIPEFITTERS LOCAL UNION 455