UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES PLUMBERS LOCAL #5 (EIN 530067475) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1890

Legal Domicile

Principal Officer

TERRIEA SMALLS

Phone

3018997861

Tax Period

2023-01-01 to 2023-12-31

UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES PLUMBERS LOCAL #5, founded in 1890, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2023. Expenses of $5.6M left a modest 15% surplus.

Mission

PROVIDING SERVICES TO LOCAL UNION 5 MEMBERSHIP.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,154,447

Investment Income $122,240

Other Revenue $264,321

TOTAL REVENUE $6,541,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,764,966

Fundraising Expenses $0

Program Expenses $4,647,915

Other Expenses $3,721,624

TOTAL EXPENSES $5,590,408

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,541,008	$6,745,294	0.0%
Expenses	$5,590,408	$5,231,906	+0.1%
Net Income	$950,600	$1,513,388	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$914,699

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRIEA SMALLS	BUSINESS MANAGER - FINANCI	47.50	Officer	$152,378	$84,512	$236,890
JAMES SPENCER	ASSISTANT BUSINESS MANAGER	47.50	Officer	$143,189	$81,480	$224,669
ANTHONY SOLIS	BUSINESS AGENT	47.50	Officer	$143,190	$81,480	$224,670
JEFF GUIDO	PRESIDENT (PAST)	2.00	Officer	$0	$0	$0
DANIEL GARRISON	VICE PRESIDENT	2.00	Officer	$2,600	$0	$2,600
MIKE CANALES	BUSINESS AGENT	47.50	Officer	$143,190	$81,480	$224,670
KURT WALTER	REC SECY	2.00	Officer	$1,200	$0	$1,200

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,541,008	$5,590,408	$17,065,728	$950,600
2022	$6,745,294	$5,231,906	$16,262,553	$1,513,388
2021	$5,495,874	$4,624,164	$11,002,164	$871,710
2020	$5,441,941	$4,954,152	$6,761,979	$487,789
2019	$5,194,661	$4,296,847	$6,273,355	$897,814
2018	$4,463,807	$3,908,164	$5,372,616	$555,643

UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES PLUMBERS LOCAL #5