UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES LOCAL 198 EDUCATIONAL PLAN

EIN: 510135426

JACKSONVILLE, FL

Total Revenue
$886,389
Total Expenses
$798,170
Total Assets
$1,506,537
Net Assets
$1,428,865
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
LA
Principal Officer
JONATHAN WADDELL
Phone
2253563333
Tax Period
2023-09-01 to 2024-08-31

UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES LOCAL 198 EDUCATIONAL PLAN, founded in 1963, is a small nonprofit that reported $886K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $798K left a modest 10% surplus.

Mission

THE FUND PROVIDES FOR THE EDUCATION AND APPRENTICESHIP TRAINING FOR ELIGIBLE PARTICIPANTS AS DESCRIPTION OF ORGANIZATION MISSION: SPECIFIED IN THE TRUST AGREEMENT.

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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 $274,749
Program Service Revenue $574,566
Investment Income $25,074
Other Revenue $12,000
TOTAL REVENUE $886,389

Expense Breakdown

Grants Paid $0
Salaries & Benefits $403,737
Fundraising Expenses $0
Other Expenses $394,433
TOTAL EXPENSES $798,170

Year-over-Year Comparison

2023 2022 Change
Revenue $886,389 $1,834,905 -0.5%
Expenses $798,170 $604,156 +0.3%
Net Income $88,219 $1,230,749 -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
12
Independent Members
10
Employees
19
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
2
$263,508
Total Directors
12
$263,508
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JONATHAN WADDELL CHAIRMAN 0.25
Officer Director
$0 $51,894 $136,821
JOHN SANCHEZ JR TRUSTEE 0.25
Director
$0 $0 $0
CHARLES BERNHARD TRUSTEE 0.25
Director
$0 $0 $0
KIM VINCE TRUSTEE 0.25
Director
$0 $0 $0
JAMES WRIGHT TRUSTEE 0.25
Director
$0 $0 $0
BARRY IVEY SECRETARY 0.25
Director
$0 $0 $0
MICHAEL LEE TRUSTEE 0.25
Director
$0 $0 $0
KELLY CRAFT TRUSTEE 0.25
Director
$0 $0 $0
JOSEPH MARANTO TRUSTEE 0.25
Officer Director
$1,200 $49,627 $126,687
KEITH GINN TRUSTEE 0.25
Director
$0 $0 $0
NICOLE DOWERS TRUSTEE 0.25
Director
$0 $0 $0
NEAL MCLEARY TRUSTEE 0.25
Director
$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 $886,389 $798,170 $1,506,537 $88,219
2023 $1,834,905 $604,156 $1,438,147 $1,230,749
2022 $431,051 $467,240 $339,702 $-36,189
2021 $490,341 $517,549 $369,567 $-27,208
2020 $382,786 $450,397 $500,850 $-67,611
2018 $872,633 $1,180,735 $643,497 $-308,102
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