United Association Local 614 (EIN 620358852) - 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

1971

Legal Domicile

Principal Officer

Jeff Taylor

Phone

9013868166

Tax Period

2024-01-01 to 2024-12-31

United Association Local 614, founded in 1971, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 40% operating margin.

Mission

To provide representation for the labor organization's membership.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,206,988

Investment Income $142,684

Other Revenue $157,913

TOTAL REVENUE $4,507,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $789,786

Fundraising Expenses $0

Other Expenses $1,862,740

TOTAL EXPENSES $2,695,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,507,585	$2,635,170	+0.7%
Expenses	$2,695,026	$2,066,726	+0.3%
Net Income	$1,812,559	$568,444	+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

$171,063

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lee Mason	President	2.00	Officer	$0	$0	$0
Scott Atkins	Vice President	1.00	Officer	$0	$0	$0
Jeff Taylor	BM/Treasurer	40.00	Officer	$126,104	$44,959	$171,063
Mike Holland	Recording Secretary	2.00	Officer	$0	$0	$0
Marty Holden	Executive Board	2.00	Officer	$0	$0	$0
Cory Thomas	Executive Board	2.00	Officer	$0	$0	$0
David Jones	Executive Board	2.00	Officer	$0	$0	$0
Frank Coscia III	Executive Board	2.00	Officer	$0	$0	$0
Trey Jones	Finance Committee	1.00	Officer	$0	$0	$0
John Mullins	Finance Committee	1.00	Officer	$0	$0	$0
Chris Wilson	Finance Committee	1.00	Officer	$0	$0	$0
Brian Allen	Examining Board	2.00	Officer	$0	$0	$0
Mitch Middleton	Examining Board	1.00	Officer	$0	$0	$0
Josh Curtright	Examining Board	1.00	Officer	$0	$0	$0
James Mustion	Inside Guard	2.00	Officer	$0	$0	$0
Mike Jones	Executive Board	1.00	Officer	$0	$0	$0
Eric Bullock	Examining Board	1.00	Officer	$0	$0	$0
Chad Lowry	Business Agent	1.00	Officer	$0	$0	$0
Chris Wade	Business Agent	1.00	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	$4,507,585	$2,695,026	$5,280,974	$1,812,559
2023	$2,635,170	$2,066,726	$3,490,189	$568,444
2022	$1,880,869	$1,736,485	$3,363,199	$144,384
2021	$1,691,004	$1,269,468	$3,286,492	$421,536
2020	$1,776,072	$1,492,757	$2,928,632	$283,315
2019	$1,706,408	$1,837,877	$2,433,890	$-131,469
2018	$1,655,663	$2,557,975	$2,625,118	$-902,312

United Association Local 614