UNITED ASSOCIATION OF JOURNEYMEN LOCAL 62 OF MONTEREY AND SANTA CRUZ

EIN: 770376399

CASTROVILLE, CA

Total Revenue
$684,913
Total Expenses
$659,695
Total Assets
$1,087,887
Net Assets
$1,087,887
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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
1994
Legal Domicile
CA
Principal Officer
ALEX SANDOVAL
Phone
8316336091
Tax Period
2024-01-01 to 2024-12-31

UNITED ASSOCIATION OF JOURNEYMEN LOCAL 62 OF MONTEREY AND SANTA CRUZ, founded in 1994, is a small nonprofit that reported $685K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $660K left a modest 4% surplus.

Mission

TO UNITE AND ASSOCIATE TOGETHER ALL PEOPLE OF THE PLUMBING AND PIPEFITTING INDUSTRY FOR THE PURPOSE OF MUTUAL ASSISTANCE & PROTECTION. ADVANCE BEST INTEREST OF THE TRADE, SECURE & IMPROVE WAGES AND WORKING CONDITIONS AND TO PROTECT THE HEALTH AND SAFETY OF THE PUBLIC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $684,798
Investment Income $115
Other Revenue $0
TOTAL REVENUE $684,913

Expense Breakdown

Grants Paid $1,000
Salaries & Benefits $381,665
Fundraising Expenses $0
Program Expenses $659,695
Other Expenses $274,245
TOTAL EXPENSES $659,695

Year-over-Year Comparison

2024 2023 Change
Revenue $684,913 $549,881 +0.2%
Expenses $659,695 $596,832 +0.1%
Net Income $25,218 $-46,951 -1.5%
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
5
Independent Members
4
Employees
3
Volunteers
11

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
8
$308,821
Total Directors
5
$55,043
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ZACH EUBANKS EXECUTIVE BOARD 2.00
Officer Director
$0 $0 $0
RYAN GRIFFITH EXECUTIVE BOARD 2.00
Officer Director
$0 $0 $0
ALEX SANDOVAL VICE PRESIDENT 2.00
Officer Director
$28,980 $26,063 $55,043
JAMES DAVIS EXECUTIVE BOARD 2.00
Officer Director
$0 $0 $0
JEFF SMITH EXECUTIVE BOARD 2.00
Officer Director
$0 $0 $0
JAMES MARTINEZ PRESIDENT 2.00
Officer
$0 $0 $0
STEVE MACARTHUR TREASURER/BUSINESS MANAGER 40.00
Officer
$127,970 $125,808 $253,778
CARLOS CORTEZ SECRETARY 20.00
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 $684,913 $659,695 $1,087,887 $25,218
2023 $549,881 $596,832 $1,062,669 $-46,951
2022 $588,236 $522,214 $1,109,685 $66,022
2021 $488,368 $556,770 $1,049,405 $-68,402
2020 $454,214 $549,471 $1,112,316 $-95,257
2019 $547,964 $542,037 $1,207,257 $5,927
2018 $524,368 $539,119 $1,202,370 $-14,751
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