NATIONAL AUTOMATIC SPRINKLER LOCAL 669 UA EDUCATION FUND

EIN: 526055213

COLUMBIA, MD

Total Revenue
$9,132,288
Total Expenses
$9,439,668
Total Assets
$13,870,816
Net Assets
$12,790,212
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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
1955
Legal Domicile
MD
Principal Officer
JOHN EGER
Phone
3015771700
Tax Period
2023-01-01 to 2023-12-31

NATIONAL AUTOMATIC SPRINKLER LOCAL 669 UA EDUCATION FUND, founded in 1955, is a community nonprofit that reported $9.1M in total revenue in fiscal year 2023.

Mission

TO PROVIDE EDUCATIONAL BENEFITS TO ELIGIBLE EMPLOYEES UNDER A COLLECTIVE BARGAINING AGREEMENT AND PARTICIPATION AGREEMENTS.

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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 $8,717,601
Investment Income $372,533
Other Revenue $42,154
TOTAL REVENUE $9,132,288

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,949,554
Fundraising Expenses $0
Other Expenses $765,513
TOTAL EXPENSES $9,439,668

Year-over-Year Comparison

2023 2022 Change
Revenue $9,132,288 $8,559,805 +0.1%
Expenses $9,439,668 $8,612,716 +0.1%
Net Income $-307,380 $-52,911 +4.8%
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

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Governance

Voting Members
6
Independent Members
3
Employees
80
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
0
$0
Total Directors
9
$1,190,188
Key Employees
2
$832,778
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN DUNN FORMER TRUSTEE 1.00
Director
$0 $64,278 $171,576
FRED BARALL FORMER TRUSTEE 1.00
Director
$0 $0 $0
ROBERT J COOPER JR TRUSTEE, CHAIRMAN 1.00
Director
$0 $105,660 $290,596
LANCE GUNNELLS TRUSTEE, SECRETARY 1.00
Director
$0 $0 $0
SHANE RAY TRUSTEE 1.00
Director
$0 $0 $0
BRIAN E FISHER FORMER TRUSTEE 1.00
Director
$0 $104,428 $270,491
KRIS WINGET TRUSTEE 1.00
Director
$0 $89,263 $253,703
CARL WESTBY TRUSTEE 1.00
Director
$0 $80,042 $203,822
JOSHUA SAVITZ TRUSTEE 1.00
Director
$0 $0 $0
JOHN EGER ADMINISTRATOR 2.00
Key Emp
$20,196 $162,127 $591,453
ANNA BOSMANS ASSISTANT ADMINISTRATOR 1.00
Key Emp
$1,329 $55,313 $241,325
CHARLES KETNER DIRECTOR OF APPRENTICES 35.00
Highest
$137,144 $92,756 $229,900
JEFFREY VAN RHYN TECH/CODES COORDINATOR 35.00
Highest
$125,264 $58,448 $183,712
CURTIS AMOS COORDINATOR 35.00
Highest
$111,179 $46,779 $157,958
NIA PADMORE CLAIMS MANAGER 1.00
Highest
$0 $50,318 $204,518
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 $9,132,288 $9,439,668 $13,870,816 $-307,380
2022 $8,559,805 $8,612,716 $13,259,611 $-52,911
2021 $8,120,660 $6,688,538 $15,668,623 $1,432,122
2020 $7,656,105 $6,416,985 $14,095,018 $1,239,120
2019 $7,771,764 $7,190,338 $12,039,338 $581,426
2018 $6,980,645 $6,521,957 $10,588,635 $458,688
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