UNITED ASSOCIATION OF JOURNEYMEN LU 286 DEATH BENEFIT FUND (EIN 721540486) - 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

2005

Legal Domicile

Principal Officer

ROBERT CHAP THORNTON

Phone

5123850002

Tax Period

2024-06-01 to 2025-05-31

UNITED ASSOCIATION OF JOURNEYMEN LU 286 DEATH BENEFIT FUND, founded in 2005, is a small nonprofit in the Mutual Benefit sector that reported $222K in total revenue in fiscal year 2024. The organization ran a surplus of $46K, a strong 21% operating margin.

Mission

TO PROVIDE BENEFITS FOR UNITED ASSOCIATION OF JOURNEYMEN LU 286.

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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 $222,180

Investment Income $0

Other Revenue $0

TOTAL REVENUE $222,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,193

TOTAL EXPENSES $175,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,180	$229,110	0.0%
Expenses	$175,733	$275,118	-0.4%
Net Income	$46,447	$-46,008	-2.0%

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

Employees

N/A

Volunteers

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

$1,050,709

Total Directors

$876,477

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT CHAP THORNTON	BUSINESS MANAGER/FINANCIAL SECRETARY	40.00	Officer Director	$0	$62,787	$180,928
VICTOR SCHAATT JR	BUSINESS AGENT (UNTIL 11/24)	40.00	Officer Director	$0	$57,758	$166,419
JOSEPH COOPER	PENSION TRUSTEE/BLDG TRUSTEE	40.00	Officer Director	$0	$62,735	$180,666
BRIAN PEABODY	BUSINESS AGENT (AS OF 01/25)	40.00	Officer Director	$0	$61,448	$174,232
STANTON BRIDGES	PRESIDENT	40.00	Officer Director	$0	$61,448	$174,232
COLLEN FARRIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS KENNEDY	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF MCMULLEN	INSIDE GUARD	1.00	Director	$0	$0	$0
JOSEPH BOWIE	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
GRAHAM AMBROSE	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
JERRY EVANS JR	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
DAVID CONDRON	EXECUTIVE BOARD/H&W TRUSTEE	1.00	Director	$0	$0	$0
HOMERO GARCIA	FINANCE COMMITTEE (AS OF 01/25)	1.00	Director	$0	$0	$0
MARK MAPES	FINANCE COMMITTEE	1.00	Director	$0	$0	$0
GRAHAM TARPLEY	FINANCE COMMITTEE	1.00	Director	$0	$0	$0
RICHARD CROSBY	PF EXAM BOARD	1.00	Director	$0	$0	$0
RENE PERALEZ	PF EXAM BOARD	1.00	Director	$0	$0	$0
SAVANNAH HURST	PF EXAM BOARD	1.00	Director	$0	$0	$0
GLENN SCHMIDT	PLB. EXAM BOARD	1.00	Director	$0	$0	$0
GEORGE DART	PLB. EXAM BOARD	1.00	Director	$0	$0	$0
JESSE HOWARD	PLB. EXAM BOARD	1.00	Director	$0	$0	$0
RON HAMRICK	PENSION TRUSTEE	1.00	Director	$0	$0	$0
LESLIE SCHUBERT	BUILDING TRUSTEE	1.00	Director	$0	$0	$0
MATT MILLER	POLITICAL ACTION COMMITTEE	1.00	Director	$0	$0	$0
NESTOR MARTINEZ	POLITICAL ACTION COMMITTEE	1.00	Director	$0	$0	$0
BOBBY SMITH	BUSINESS REPRESENTATIVE	40.00	Officer	$0	$61,448	$174,232

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	$222,180	$175,733	$155,560	$46,447
2024	$229,110	$275,118	$109,113	$-46,008
2023	$223,536	$219,571	$155,121	$3,965
2022	$242,350	$261,810	$151,156	$-19,460
2021	$216,840	$201,247	$170,616	$15,593

UNITED ASSOCIATION OF JOURNEYMEN LU 286 DEATH BENEFIT FUND