UA PLUMBERS LOCAL 360 INDUSTRY ADVANCEMENT FUND (EIN 473536889) - 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

1981

Legal Domicile

Principal Officer

DONALD DEGONIA

Phone

6183462560

Tax Period

2023-01-01 to 2023-12-31

UA PLUMBERS LOCAL 360 INDUSTRY ADVANCEMENT FUND is a small nonprofit that reported $248K in total revenue in fiscal year 2020. The organization ran a surplus of $147K, a strong 59% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE AND MAINTAIN TRAINING AND EDUCATION PROGRAMS FOR PLUMBERS AND PIPEFITTER APPRENTICES TO ENHANCE THEIR SKILLS AND KNOWLEDGE OF THE PLUMBING AND PIPEFITTING CRAFT.

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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 $0

Program Service Revenue $347,856

Investment Income $7,386

Other Revenue $17,827

TOTAL REVENUE $373,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $167,453

TOTAL EXPENSES $167,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$373,069	$262,175	+0.4%
Expenses	$167,453	$197,653	-0.2%
Net Income	$205,616	$64,522	+2.2%

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

N/A

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
STEVE SCHROEDER	TRUSTEE	0.00	Director	$0	$0	$0
MARK EHRET	TRUSTEE	0.00	Director	$0	$0	$0
BRIAN RUFFINI	TRUSTEE	0.00	Director	$0	$0	$0
GENE ORTOLAN	TRUSTEE	0.00	Director	$0	$0	$0
KEN LEGATE	TRUSTEE	0.00	Director	$0	$0	$0
JIM LUGGE	TRUSTEE	0.00	Director	$0	$0	$0
KYLE DOWNEY	TRUSTEE	0.00	Director	$0	$0	$0
ELDON MIZE	TRUSTEE	0.00	Director	$0	$0	$0
DONALD DEGONIA	TRUSTEE	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
2024	No data	No data	No data	No data
2023	$373,069	$167,453	$759,089	$205,616
2022	$262,175	$197,653	$562,976	$64,522
2021	$208,748	$125,451	$504,968	$83,297
2020	$247,688	$100,603	$427,647	$147,085

UA PLUMBERS LOCAL 360 INDUSTRY ADVANCEMENT FUND